BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,437,638 $469M 0.03% -2,306,307 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,312,232 $273M 0.02% +4,203,350 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 2,520,711 $159M 0.41% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,388,778 $151M 0.01% +81,453 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,592,700 $100M 3.36% -130,325 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,299,456 $81.9M 0.02% +64,852 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,151,243 $72.6M 0.08% +94,089 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,079,225 $68M 0.06% +3,024 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 883,253 $55.7M 0.02% +49,262 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 813,282 $51.3M 0.02% +54,760 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 676,791 $42.7M 2.82% +112,794 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 666,490 $42.3M 0.02% +260,872 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 560,142 $35.3M 0.02% +62,395 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 559,563 $35.3M 0.04% +149,119 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 512,090 $32.3M 0.01% -96,915 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 438,490 $27.6M 0.02% +4,470 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 416,743 $26.2M 0.01% +12,865 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 400,703 $25.3M 0.01% +9,040 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 391,870 $24.7M +36,811 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 377,211 $23.8M 0.62% +45,405 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 369,010 $23.3M 0.04% -5,148 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 354,087 $22.3M 0.35% -13,218 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 329,900 $20.8M <0.01% +17,288 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 310,377 $19.6M 0.34% +3,641 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 302,932 $19.1M 0.02% -1,504 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 294,600 $18.6M 0.3% +128,500 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 253,930 $16M 0.03% +31,612 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 231,828 $14.6M +25,080 Timeline TrustBank in group TrustBank More: the full row for TrustBank 216,341 $13.6M 4.63% +14,333 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 191,398 $12.1M 0.01% -174,032 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 188,776 $11.9M 1.39% +2,439 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 183,000 $11.5M 0.01% +94 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 181,129 $11.4M 5.05% -3,295 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 174,504 $11M 0.02% +4,545 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 167,863 $10.6M 1.35% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 162,409 $10.2M 0.01% +11,957 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 158,200 $9.97M <0.01% +53,998 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 149,065 $9.4M 0.01% +73,830 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 138,609 $8.74M 0.19% +2,762 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 135,949 $8.57M 0.06% +106,215 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 135,365 $8.53M 3.24% +4,049 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 126,260 $7.96M 0.02% +7,155 13F-HR/A Timeline Viaable, LLC More: the full row for Viaable, LLC 120,532 $7.46M 6.19% 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 105,486 $6.65M 1.5% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 99,054 $6.24M <0.01% +79,299 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 96,095 $6.1M 0.54% +94,823 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 96,210 $6.07M +1,959 Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 93,051 $5.87M 1.74% +9,391 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 84,499 $5.33M 0.06% -4,476 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 79,437 $5.01M 0.5% +1,805 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 76,720 $4.84M <0.01% +55,580 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 76,471 $4.82M 0.02% +16,626 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 65,856 $4.15M 1.99% -21 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 63,797 $4.02M 0.01% -6,505 13F-HR Timeline Group FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 62,500 $3.94M 1.61% +23 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 61,640 $3.89M 2.54% -6,686 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 59,886 $3.78M 1.12% -2,778 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 57,762 $3.64M <0.01% +3,552 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 54,266 $3.42M 0.11% +3,895 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 53,210 $3.29M +26,936 Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 51,359 $3.24M 0.32% -364 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 51,155 $3.22M 0.16% 0 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 48,245 $3.04M 1.72% +19,097 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 45,071 $2.84M 0.05% +3,624 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45,023 $2.84M 0.02% -5,727 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 43,895 $2.77M 0.06% +8,744 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 43,084 $2.72M 0.01% +258 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 42,545 $2.68M 0.72% +3,261 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 41,115 $2.59M 1.45% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 41,104 $2.59M 0.01% -18,220 13F-HR Timeline American Trust More: the full row for American Trust 40,575 $2.56M 0.2% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 39,608 $2.5M 0.12% +267 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 39,565 $2.49M <0.01% +14,960 13F-HR Timeline Group BG Investment Services, LLC More: the full row for BG Investment Services, LLC 39,289 $2.48M 1.78% -1,043 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 38,828 $2.45M 0.03% +2,351 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 38,118 $2.4M 0.36% +956 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 37,308 $2.35M 2.28% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,249 $2.29M <0.01% +3,765 13F-HR Timeline Group Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 36,232 $2.28M 1.99% +440 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 36,050 $2.27M 1.67% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 34,686 $2.19M 0.01% +12,113 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 34,557 $2.18M 0.42% -2,498 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 33,631 $2.12M <0.01% +3,344 13F-HR Timeline Group ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 32,477 $2.05M 1.03% -396 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 32,263 $2.03M 0.01% -3,662 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 31,874 $2.01M 0.2% -894 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 31,250 $1.97M 0.08% -109 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,752 $1.94M 0.04% +3,158 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 30,403 $1.92M 0.56% +20 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 30,190 $1.9M 1.04% +8,930 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,866 $1.82M 0.01% +8,983 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,017 $1.77M 0.01% +2,760 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,681 $1.68M 0.02% +697 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,587 $1.68M 0.03% -96 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 24,256 $1.53M -3,023 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 23,638 $1.49M 0.06% +6,368 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 23,476 $1.48M <0.01% -2,112 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,829 $1.44M 0.03% +873 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,817 $1.44M 0.01% +215 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,697 $1.43M 0.01% -4,176 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 22,276 $1.4M 0.08% +2,372 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,312 $1.4M 0.03% +8,577 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 22,194 $1.4M 0.82% +6,621 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 22,137 $1.4M 0.85% +1,394 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 24,380 $1.39M 0.17% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 21,639 $1.36M 0.72% -172 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,359 $1.35M 0.12% -200 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,148 $1.33M <0.01% +4,339 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 20,690 $1.3M 0.15% +10,925 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,339 $1.28M 0.01% +235 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 20,135 $1.27M 0.05% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 20,155 $1.21M 0.09% -380 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 19,115 $1.21M 0.19% +10,788 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,921 $1.19M 0.06% -249 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,186 $1.15M 0.01% +635 13F-HR/A Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 18,140 $1.14M 0.73% +408 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 18,111 $1.14M 0.78% -71 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,486 $1.1M <0.01% new 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 17,681 $1.09M 0.17% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,545 $1.08M <0.01% -463 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,935 $1.07M 0.01% -315 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,741 $1.06M 0.02% +49 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 16,713 $1.05M 0.57% -13,725 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,705 $1.05M 0.66% -75 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,699 $1.05M 0.03% +5,528 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,591 $1.05M 0.02% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 16,453 $1.04M 0.14% +1,222 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 16,276 $1.03M 0.86% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 16,181 $1.02M 0.61% -19 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 16,133 $1.02M <0.01% +774 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,083 $1.01M -54 Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 16,042 $1.01M 0.26% -3,432 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15,980 $1.01M <0.01% +80 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,643 $986K <0.01% +196 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 15,217 $959K 0.05% +971 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,187 $957K 0.01% +7,058 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,072 $950K 0.12% +45 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,041 $948K <0.01% +9,181 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,760 $930K 0.09% -702 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 14,945 $927K 0.22% +264 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 14,235 $897K 0.25% +2,331 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,209 $896K 0.02% -16,282 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 14,178 $894K 0.13% -1,523 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 13,826 $872K 0.16% +172 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 13,635 $860K 0.21% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 13,047 $822K 0.29% +658 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,766 $805K 0.11% +616 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 12,559 $792K 0.1% -24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,508 $789K 0.01% +801 13F-HR Timeline Immaculate Wealth Management LLC More: the full row for Immaculate Wealth Management LLC 12,455 $785K 5.32% -113 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,157 $766K 0.11% -661 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 12,151 $766K 0.28% +6 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,100 $763K <0.01% -24,233 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,053 $760K 0.39% +525 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,670 $736K 0.21% +532 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,591 $731K <0.01% +102 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,586 $730K 0.05% -1,668 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 11,027 $695K 0.27% +6 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,910 $688K <0.01% +1,038 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,750 $678K 0.03% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 10,670 $673K 0.47% -1,455 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 10,614 $669K 0.1% -1,275 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,608 $669K 0.01% new 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,594 $668K 0.04% -349 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,560 $666K 0.01% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,560 $666K 0.05% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,473 $660K 0.07% +359 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,415 $657K <0.01% +1,423 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,264 $647K 0.06% -25 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,220 $644K <0.01% -153 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,214 $644K 0.35% +296 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,213 $644K <0.01% -100 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,201 $643K 0.02% -4 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,162 $641K 0.01% +1,726 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,146 $640K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,042 $633K 0.01% -463 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,943 $626K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,758 $615K 0.01% -37 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,706 $612K <0.01% +4,412 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,580 $604K 0.02% +5,177 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,453 $596K 0.01% new 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 9,385 $592K 0.22% +1,179 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,104 $574K 0.01% -172 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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