Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,995,668 $309M 0.11% +36,169 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/ 2,418,337 $250M 0.02% +19,522 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,183,682 $225M 0.01% -143,067 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,052,241 $109M 0.01% -18,285 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,047,721 $108M 0.02% +42,113 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 951,736 $98.2M 11.42% +6,128 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 922,461 $95.2M 1.43% -24,402 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 911,225 $94M 0.03% +93,997 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 852,323 $88M 0.02% +1,784 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 835,189 $86.2M 0.07% -41,824 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 568,674 $58.7M <0.01% +15,178 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 536,486 $55.4M 0.01% -4,436 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 529,964 $54.7M 3.21% +23,330 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 462,513 $47.7M 0.01% -17,493 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 405,831 $41.9M 0.12% -1,871 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 398,100 $40.7M 0.04% +318,500 13F-HR Timeline Group SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 305,237 $31.5M 10.33% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 282,174 $29.1M 0.53% +15,180 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 277,774 $28.7M 0.01% +731 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 273,176 $28.2M 0.04% -14,111 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 260,100 $27.5M 0.01% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 249,283 $25.7M <0.01% +194 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 213,387 $20.8M 0.03% -1,006 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 200,894 $20.7M 0.09% +501 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 197,176 $20.4M 0.01% +28,575 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 188,976 $19.5M 0.04% +34,447 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 168,925 $17.4M 0.02% +19,691 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 128,427 $13.3M 0.04% +49 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 124,844 $12.9M 2.61% -6,759 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 115,797 $12M 0.11% -2,153 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 114,113 $11.6M 0.01% +21,477 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 111,986 $11.6M 0.1% +1,445 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 102,863 $10.6M 0.04% +11,499 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 96,812 $9.99M 2.42% +43 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 92,639 $9.56M 5.08% -244 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 89,595 $9.25M 3.92% -1,947 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 89,476 $9.23M 1.38% +4,101 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 89,240 $9.21M 0.56% new 13F-HR/A Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 87,464 $9.03M 1.37% -626 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 86,778 $8.96M 2.41% -1,685 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 86,242 $8.9M 3.35% -824 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 85,963 $8.87M 6.82% -1,640 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 83,915 $8.66M 0.18% -266 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 78,772 $8.13M <0.01% -3,191 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 78,000 $8.05M 0.72% -9,420 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 77,313 $7.98M 0.02% +1,522 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 75,739 $7.82M 0.07% -403 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 70,118 $7.24M 0.15% -5,161 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 69,924 $7.22M 0.01% +2,276 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 67,711 $7.1M 0.01% +1,750 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 68,252 $7.04M 0.01% -1,447 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 66,307 $6.84M 0.03% -12,505 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 65,496 $6.76M 0.02% +5,197 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,014 $6.71M 0.03% -2,465 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 64,499 $6.66M 1.1% -20 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 62,602 $6.46M <0.01% +6,543 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 57,719 $5.96M 0.02% -12,752 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 54,267 $5.6M 0.01% +28,334 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,023 $5.58M 0.01% +834 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,682 $5.44M <0.01% -3,345 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 51,718 $5.34M 0.31% -504 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 51,588 $5.32M 2.14% +780 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 51,301 $5.29M 0.02% +1,108 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 44,660 $4.61M 0.37% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 44,260 $4.57M 1.27% -307 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,715 $4.31M 0.02% -8,778 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40,494 $4.17M 0.02% +182 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 40,164 $4.15M 0.33% +185 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 39,662 $4.09M <0.01% +778 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 39,155 $4.04M 0.04% -132 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 38,297 $3.95M 0.46% -1,088 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,576 $3.67M 0.01% -171 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,496 $3.66M 0.01% -1,328 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 35,142 $3.63M 2.11% -96 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 34,341 $3.58M 0.67% -6 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 33,785 $3.49M 0.68% -161 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 32,752 $3.38M 0.04% +2,207 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 32,553 $3.36M 0.01% -8 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 32,463 $3.35M 0.66% -9,786 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 32,001 $3.3M 0.04% +162 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 31,299 $3.23M 1.1% +156 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 31,065 $3.21M 0.2% +475 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 30,308 $3.13M 0.04% -186 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 30,226 $3.12M 0.11% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 29,130 $3.01M 0.54% -250 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 27,267 $2.81M 0.15% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 26,948 $2.78M 0.05% -753 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 26,913 $2.78M <0.01% -1,486 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 25,700 $2.65M <0.01% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 25,302 $2.61M 0.18% -248 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 25,197 $2.6M 0.13% +25 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 25,129 $2.59M 0.44% -219 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,596 $2.54M <0.01% +966 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 24,248 $2.5M 0.54% -80 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 23,964 $2.47M 0.1% -1,330 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 23,790 $2.46M 0.27% -1,200 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 23,400 $2.42M 1.63% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 23,213 $2.41M 0.18% +687 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,057 $2.38M 0.02% +1,042 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,767 $2.35M 0.05% 0 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 22,738 $2.35M 0.04% +395 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 22,580 $2.33M 0.3% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,253 $2.3M 0.06% +10,725 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 22,108 $2.28M 0.07% -108 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,076 $2.28M <0.01% +181 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 21,838 $2.26M <0.01% +235 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,899 $2.16M 0.06% -456 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 20,888 $2.16M <0.01% -305,494 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 20,871 $2.15M 0.42% -1,919 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 20,602 $2.13M 1.37% -145 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 19,605 $2.02M 0.47% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 19,100 $1.97M 1.47% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,056 $1.97M <0.01% -73 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 18,307 $1.89M 0.04% +500 13F-HR/A Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 18,156 $1.87M 0.21% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 18,050 $1.86M 0.17% -1,130 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,930 $1.85M 0.05% +181 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,812 $1.84M <0.01% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,441 $1.8M 0.17% +14 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 16,985 $1.75M 0.02% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 16,856 $1.74M 0.1% +204 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 16,855 $1.74M <0.01% -2,790 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 16,750 $1.73M <0.01% -5,296 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,723 $1.73M 0.04% -67 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,558 $1.71M <0.01% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,069 $1.66M 0.06% +155 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 16,064 $1.66M 0.3% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 15,946 $1.65M <0.01% -623 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,559 $1.61M 0.01% -664 13F-HR/A Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 15,149 $1.56M 0.94% -984 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,089 $1.56M 0.01% -32 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 14,957 $1.54M 0.1% -200 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,896 $1.54M 0.17% -915 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 14,872 $1.53M 0.13% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 14,660 $1.51M 0.51% -165 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 14,638 $1.51M 0.37% -2 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 14,614 $1.51M 0.73% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 16,157 $1.49M 0.12% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,422 $1.49M <0.01% +1,933 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,289 $1.47M <0.01% +11,869 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,249 $1.47M 0.17% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 14,015 $1.45M 0.16% -192 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 13,943 $1.44M 0.47% -205 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 13,847 $1.43M 0.8% -138 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,772 $1.42M 0.01% -236 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13,536 $1.4M 0.04% +336 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,127 $1.39M 0.22% +60 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 13,497 $1.39M 0.54% +363 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,261 $1.37M 0.01% -52 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 13,050 $1.35M 0.05% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,959 $1.34M 0.02% +4,476 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,944 $1.34M 0.08% 0 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 12,640 $1.3M 0.7% -934 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,600 $1.3M 0.07% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,474 $1.29M 0.05% -1,515 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,250 $1.26M <0.01% -105 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 12,028 $1.24M 0.34% 0 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,703 $1.21M <0.01% -1,795 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,477 $1.18M <0.01% +914 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 11,451 $1.18M 0.59% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 11,286 $1.16M 0.44% -686 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,175 $1.15M 0.21% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,817 $1.12M 0.02% +7 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,632 $1.1M 0.01% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 10,544 $1.09M 0.2% -1 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,518 $1.09M 0.09% -3 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,277 $1.06M 0.17% -82 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 10,217 $1.05M 0.49% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,994 $1.03M 0.35% -301 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,927 $1.02M 0.03% -27 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,904 $1.02M 0.01% -637 13F-HR/A Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,868 $1.02M 0.23% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,762 $1.01M 0.01% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,611 $992K 0.11% 0 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,559 $987K 0.02% +121 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 9,522 $983K 0.39% +4,761 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,500 $980K 0.37% -150 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,393 $969K 0.21% -1 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,358 $966K <0.01% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,231 $953K 0.1% +159 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,979 $952K 0.02% -40 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,202 $950K 0.02% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,190 $949K 0.03% +679 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,150 $944K 0.02% +582 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,079 $937K 0.01% -24,150 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 9,000 $929K 0.47% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,797 $908K 0.16% -1,951 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,743 $902K 0.01% -154 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,393 $866K 0.03% +5,323 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,321 $859K 0.13% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,311 $858K 0.04% new 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 8,091 $835K 0.32% +85 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 8,000 $826K 0.31% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,958 $821K 0.02% -300 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,925 $818K 0.01% +848 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 7,840 $809K 0.25% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,703 $795K 0.01% +1,267 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,644 $789K <0.01% +2,743 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,644 $789K 0.94% -167 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,600 $784K <0.01% +2,000 13F-HR Timeline