RENAISSANCERE HOLDINGS LTD in group RENAISSANCERE HOLDINGS LTD More: the full row for RENAISSANCERE HOLDINGS LTD 5,057,726 $239M 32.18% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,208,246 $152M 0.01% +46,501 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 2,116,815 $100M 1.02% +1,061,100 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,426,989 $67.6M 0.54% +127,250 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,161,111 $55M -311,208 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,146,968 $54.3M 0.01% +157,291 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 651,592 $30.9M +489,637 Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 566,969 $26.8M 3.46% +27,665 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 557,021 $26.4M 0.01% -370,748 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 436,471 $20.7M <0.01% -19,173 13F-HR/A Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 414,853 $19.6M 2.73% +43,929 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 352,931 $16.8M 2.62% +3,767 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 344,845 $16.3M 0.03% +54,126 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 339,126 $16.1M +5,140 Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 329,204 $15.6M 4.45% +120,621 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 322,409 $15.3M 0.76% +22,529 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 301,802 $14.3M 0.02% -40,502 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 294,840 $14M 1.34% +16,189 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 276,113 $13.1M 2.96% -1,040 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 253,017 $12M <0.01% +2,570 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 250,274 $11.9M 0.02% -2,575 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 219,835 $10.5M 4.03% +6,356 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 218,282 $10.3M 0.33% +72,969 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 217,812 $10.3M 0.32% +200,623 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 213,344 $10.1M 0.03% -28,966 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 203,968 $9.66M <0.01% -73,248 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 202,956 $9.61M 1.6% +31,197 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 200,000 $9.47M 0.03% -263,120 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 194,737 $9.22M 0.02% -24,044 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 187,478 $8.88M <0.01% +5,840 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 171,618 $8.13M <0.01% +36,047 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 160,484 $7.6M 0.01% -17,126 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 130,198 $6.16M 1.64% 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 127,035 $6.02M 2.21% -32,951 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 124,549 $5.9M 4.2% +2,819 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 121,945 $5.78M 0.08% +101,999 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 112,981 $5.35M 0.04% -3,738 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 103,512 $4.9M 0.23% -121,733 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 101,929 $4.83M 3.6% +3,531 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 95,135 $4.5M 0.02% -3,764 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 90,742 $4.3M 4.22% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 85,519 $4.05M 0.38% +26,690 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 79,628 $3.77M 0.49% +4,464 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 76,863 $3.64M 0.01% -139,592 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 75,428 $3.57M 0.68% -43,520 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 73,221 $3.47M 1.67% +1,995 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 71,486 $3.38M <0.01% -22,997 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 69,172 $3.28M 0.02% +34,318 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 62,880 $2.98M 0.07% +4,606 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 62,417 $2.96M 0.09% +5,320 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 60,248 $2.85M 0.03% -2,438 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 59,059 $2.8M 0.03% +3,430 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 58,293 $2.76M 0.04% +464 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 55,889 $2.65M 1.81% -41 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 55,787 $2.64M 0.02% 13F-HR/A Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 54,404 $2.58M 0.49% -45,984 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 44,488 $2.11M <0.01% +3,779 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 42,410 $2.01M 0.35% +2,351 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 42,025 $1.99M 0.56% +4,671 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 41,839 $1.98M 0.2% +6,971 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 37,589 $1.78M 0.02% -25,131 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 36,820 $1.74M 0.13% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 36,543 $1.74M 0.15% +1,713 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 35,221 $1.67M 0.26% -7,473 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 34,988 $1.66M 0.95% +2,453 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 34,831 $1.65M 1.07% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 34,292 $1.62M 1.48% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 32,407 $1.53M <0.01% +7 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 31,950 $1.51M 0.1% +2,349 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 31,399 $1.49M 0.39% +1,936 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,006 $1.47M <0.01% +5,971 13F-HR/A Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 29,621 $1.4M 0.08% +16,842 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29,522 $1.4M 0.08% +1,564 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 26,395 $1.25M 0.36% +2,353 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 25,935 $1.23M 0.56% -2,208 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,743 $1.12M <0.01% -6,914 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,238 $1.1M <0.01% +1,439 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,093 $1.09M <0.01% -142 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,968 $1.09M 0.03% -125,562 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,060 $1.04M <0.01% -86,255 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 20,899 $990K 0.2% +2,455 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,814 $986K 0.02% +791 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 20,635 $977K 0.68% -11,790 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,777 $936K 0.01% -30,114 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,816 $891K <0.01% -16,349 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 18,805 $890K 0.05% -154 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 18,081 $856K 0.05% +172 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,991 $805K 0.01% +3,668 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,939 $802K 0.02% -202,911 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 16,572 $786K 0.26% -10,289 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15,900 $753K <0.01% +9,322 13F-HR/A Timeline Group Embree Financial Group More: the full row for Embree Financial Group 15,830 $750K 0.09% +6,706 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,696 $743K <0.01% -27,484 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,405 $729K 0.04% -2,312 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,149 $717K 0.01% +9,701 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,017 $711K <0.01% -14,165 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 14,693 $696K 0.02% -2,075 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 14,665 $694K 0.15% +461 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,292 $677K 0.01% +225 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,134 $673K <0.01% +257 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 13,993 $663K 0.07% +2,058 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 13,764 $652K 0.35% +799 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 11,975 $567K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,587 $549K 0.01% +4,246 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 11,281 $534K 0.07% -21 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,807 $512K 0.07% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,660 $505K 0.03% +965 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 10,434 $494K 0.26% +1,968 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,106 $479K <0.01% -3,606 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 10,014 $474K 0.14% -18,324 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,778 $463K 0.18% +8 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,623 $456K 0.01% -465 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,544 $452K <0.01% -8,953 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8,860 $420K 0.1% +665 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,443 $400K <0.01% +1,699 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,400 $398K 0.01% +7,850 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,309 $393K 0.01% +954 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,215 $389K 0.07% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,156 $386K <0.01% -36,366 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,053 $383K 0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,880 $373K 0.01% -468 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,795 $369K <0.01% -6,393 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,657 $363K <0.01% -20,910 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,652 $362K 0.06% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,578 $359K 0.08% -100 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,573 $359K 0.02% -2,088 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,276 $344K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,256 $344K <0.01% -298 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,095 $336K 0.24% +211 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 6,997 $331K 0.12% -2,445 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,907 $327K 0.16% -1,471 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,727 $319K 0.01% +153 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,595 $313K <0.01% +335 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,040 $286K <0.01% -5,918 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,989 $284K 0.04% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,911 $280K 0.02% +211 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,798 $275K 0.03% -202 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,712 $270K <0.01% -3,131 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 5,700 $270K 0.1% +192 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,665 $268K 0.01% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,533 $262K 0.1% +696 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 5,508 $261K 0.07% -10,591 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5,456 $258K 0.26% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,351 $253K 0.03% -103 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,348 $253K 0.06% 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,325 $252K 0.15% +403 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,281 $250K 0.07% +109 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,990 $236K 0.23% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,975 $236K <0.01% -1,303 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,875 $231K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,751 $225K <0.01% +172 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 4,697 $223K 0.13% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,698 $222K 0.12% +2,902 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,653 $220K 0.01% -19,608 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,577 $217K <0.01% new 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,360 $206K 0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,317 $204K 0.05% -48 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,285 $203K <0.01% -23,174 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,949 $187K 0.01% -1,100 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,519 $167K <0.01% -800 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,636 $125K <0.01% -30 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,272 $108K 0.06% -321 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,228 $105K <0.01% +35 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,062 $97.6K <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,885 $89.2K 0.04% -2,031 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,655 $78.3K <0.01% +45 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,175 $55.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. 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COLE ADVISORS, INC. 34,248 $42.3K <0.01% +3,623 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 882 $41.8K 0.01% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 750 $35.5K 0.03% -259 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 693 $32.8K 0.02% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 684 $32.4K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 628 $29.8K <0.01% +37 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 593 $28.1K <0.01% +12 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 546 $26K <0.01% -601 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 535 $25.3K 0.12% +29 13F-HR Timeline Geneos Wealth Management Inc. 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