LPL Financial LLC More: the full row for LPL Financial LLC 4,282,956 $226M 0.06% +1,445,041 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,433,828 $129M 0.01% +806,500 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,271,312 $120M 22.75% +226,995 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,000,929 $106M 0.12% +235,851 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,336,721 $70.6M 6.73% +195,336 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 941,839 $49.7M +438,510 Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 871,722 $46.5M 12.96% +411,717 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 863,545 $45.6M 12.26% +23,402 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 761,513 $40.2M 3.03% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 660,520 $34.9M 0.01% +580,313 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 644,407 $34M 0.93% -87,679 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 545,924 $28.8M 0.04% +538,957 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 455,701 $24.1M 0.01% +187,356 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 408,546 $21.6M 3.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 332,028 $17.5M 10.25% +6,482 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 328,783 $17.4M <0.01% +190,574 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 323,040 $17.1M 4.28% +36,672 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 318,387 $16.8M 0.01% +42,075 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 303,117 $16M <0.01% -96,210 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for MIRAE ASSET SECURITIES (USA) INC. 140,000 $7.39M 0.29% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 137,826 $7.28M 0.01% +69,235 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 137,275 $7.25M 0.1% +133,191 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 122,745 $6.48M 0.13% -23,004 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 115,905 $6.12M 5.13% +853 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 111,315 $5.88M 1.02% +1,098 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 103,126 $5.45M 3.44% +206 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 101,270 $5.35M <0.01% +60,456 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 91,794 $4.85M 0.02% +35,191 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 91,658 $4.84M 0.51% +11,331 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 89,722 $4.76M 0.01% +16,524 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 87,761 $4.63M 0.03% +10,249 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 87,214 $4.61M 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 87,198 $4.6M 0.08% +2,323 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 84,091 $4.44M 0.8% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 82,654 $4.36M 0.02% +61,616 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 81,723 $4.31M 2.32% +8,389 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 81,451 $4.3M 0.01% -90,200 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 81,012 $4.25M 0.92% +38,394 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 78,981 $4.17M 0.08% +3,303 13F-HR Timeline Group Elmwood Wealth Management, Inc. 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More: the full row for Whalen Wealth Management Inc. 70,672 $3.73M 2% -21,748 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 69,154 $3.65M 0.26% -4,600 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 68,484 $3.62M +26,829 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 67,686 $3.57M 0.04% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 66,115 $3.49M 0.21% +37,432 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 64,353 $3.4M 0.75% new 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 64,338 $3.4M 3.26% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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More: the full row for Guild Investment Management, Inc. 53,890 $2.85M 2.11% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 53,802 $2.82M 0.04% +135 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 52,632 $2.78M 0.16% +714 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 52,433 $2.77M <0.01% +3,085 13F-HR/A Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 52,148 $2.75M 0.81% 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 51,988 $2.74M 1.01% +21,998 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,592 $2.51M 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 47,479 $2.51M 0.04% +3,285 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 47,110 $2.49M 1.05% new 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 43,910 $2.34M 2.6% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,953 $2.32M 0.01% +28,402 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 42,230 $2.23M 0.16% new 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 42,172 $2.23M 1.6% +469 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,769 $2.2M 0.01% new 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 41,692 $2.2M 0.24% +5,800 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,188 $2.17M 0.01% +18,235 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 40,976 $2.16M +25,825 Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 39,468 $2.08M 0.48% +1,999 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 38,804 $2.05M 0.09% +34,060 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 38,619 $2.04M 0.12% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 37,364 $1.97M 0.05% +21,754 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34,687 $1.83M 0.12% +18,074 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 33,122 $1.75M 0.54% +69 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 31,129 $1.64M 0.9% +1,186 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 30,507 $1.6M 0.25% +4,329 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 30,048 $1.59M 0.46% +5,743 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 29,960 $1.58M 0.29% +9,514 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 29,685 $1.57M 0.89% +4,570 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 29,680 $1.57M 0.24% +2,565 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 29,365 $1.55M 0.86% +2,045 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 29,063 $1.53M 0.03% -2,912 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 29,055 $1.53M 0.04% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 28,842 $1.52M 0.03% -693 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 27,650 $1.46M 0.09% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,553 $1.45M 0.05% +10,636 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 27,512 $1.45M 0.32% +305 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 25,014 $1.32M 0.45% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,415 $1.29M 0.01% new 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 22,911 $1.21M 1.38% +1,064 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 22,290 $1.17M 0.45% +6,720 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 22,046 $1.17M 0.86% +586 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,691 $1.15M 0.05% +3,335 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 19,827 $1.05M 0.45% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 19,600 $1.03M 0.84% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 19,326 $1.02M 0.16% +8,825 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 19,185 $1.01M 0.25% +2,615 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 18,550 $979K 0.11% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,534 $979K 0.01% -10,320 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,499 $977K 0.01% +7,248 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 18,000 $950K 0.33% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,321 $915K 0.03% -4,536 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 16,580 $875K 0.7% +1,750 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 16,480 $870K 0.36% 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 15,912 $840K 0.04% +9,912 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,701 $829K 0.02% +2,255 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 15,199 $802K 0.01% -1,930 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 15,097 $797K 0.21% +1,013 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 15,002 $792K 1.7% +1,394 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 14,927 $788K 0.51% +9,141 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 14,905 $787K 0.58% +747 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,629 $772K 0.04% +2,012 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 14,524 $767K 0.27% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,473 $764K <0.01% new 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,450 $763K 0.03% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 14,353 $758K 0.17% +8,158 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,171 $748K 0.02% +1,985 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,120 $746K 0.04% +1,699 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 13,771 $727K 0.12% new 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 13,621 $719K 0.21% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,480 $712K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,480 $712K 0.11% new 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 13,071 $690K 0.48% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 12,980 $685K 0.13% +8,835 13F-HR/A Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 12,738 $673K 0.47% -2,922 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 12,289 $649K 0.54% 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 12,242 $646K 0.37% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,967 $632K 0.11% +704 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,517 $608K 0.05% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,414 $603K 0.01% +2,580 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 11,274 $595K 0.59% 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 11,250 $594K 0.21% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,249 $594K 0.11% +1,524 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,226 $593K <0.01% +767 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 11,065 $584K +10,930 Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 10,972 $579K 0.38% +2,140 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,878 $574K 0.03% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,871 $574K 0.08% +200 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 10,798 $570K 0.27% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 10,750 $568K 0.13% -2,096 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 10,452 $552K 0.13% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $528K 0.12% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,615 $508K 0.04% +3,800 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9,600 $508K 0.09% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,345 $493K 0.01% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 9,202 $486K 0.15% +1,881 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,127 $482K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,082 $481K 0.05% -1,110 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,048 $478K 0.21% +1,154 13F-HR Timeline SCOTIA CAPITAL INC. 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