BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,040,304 $148M 0.01% -687,208 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,333,544 $64.9M 1.57% -93,637 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,274,392 $62M 0.27% +9,827 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,229,418 $59.8M 0.02% +188,442 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,215,531 $59.2M <0.01% +1,211,266 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 1,129,631 $54.7M 10.66% +822,529 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,123,479 $54.7M 10.73% +816,377 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 843,850 $41.1M 9.96% +6,093 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 756,867 $36.8M 0.17% -200,000 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 693,943 $33.8M 0.01% +270,521 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 623,666 $30.4M 0.02% +212,605 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 486,730 $23.7M -184,494 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 481,100 $23.4M 0.83% +173,500 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 446,713 $21.7M 1.85% -8,963 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 406,258 $19.8M 4.32% +84,116 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 348,530 $17M 0.57% -36,400 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 338,699 $16.5M 0.68% +333,281 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 293,434 $14.3M 0.99% -12,795 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 276,534 $13.5M 0.02% -343,366 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 268,536 $13.1M 1.31% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 243,494 $11.9M 1.88% +15,078 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 239,988 $11.8M 1.13% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 241,605 $11.8M 3.82% +47,356 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 223,361 $10.9M 9.15% +109,164 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 203,294 $9.9M 1.33% +28,732 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 195,819 $9.53M 0.02% +118,531 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 194,474 $9.47M 0.5% +110,555 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 193,810 $9.43M 4.98% +19,709 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 193,542 $9.42M 0.13% +20,814 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 188,901 $9.19M 0.02% +93,479 13F-HR Timeline Group Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 175,000 $8.52M 0.17% +105,000 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 165,396 $8.05M 0.27% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 164,394 $8M 0.36% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 147,803 $7.19M 0.03% -3,376 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 141,698 $6.9M 2.61% -13,852 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 135,548 $6.6M 0.07% +8,362 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 131,060 $6.38M 0.02% +8,790 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 126,904 $6.18M 1.61% +23,808 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 119,720 $5.83M 0.89% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 116,833 $5.69M 0.1% +3,290 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 111,031 $5.4M 0.08% +88,998 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 109,154 $5.31M 0.61% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 107,680 $5.24M 0.04% +21,980 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 100,071 $4.87M 1.8% +98,354 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 91,009 $4.43M 0.01% new 13F-HR/A Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 87,175 $4.24M 0.46% +63,781 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 79,375 $3.86M 0.03% +3,720 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 77,022 $3.75M 0.25% -2,354 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 72,083 $3.51M 0.01% +14,714 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 71,740 $3.49M 0.35% +2,304 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 71,572 $3.48M 0.01% +28,690 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 70,018 $3.41M <0.01% new 13F-HR/A Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 66,465 $3.23M 2.03% +8,477 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 65,701 $3.2M 0.04% +30,990 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 64,300 $3.13M <0.01% -12,707 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62,363 $3.04M 0.02% +26,833 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 62,171 $3.03M 2.05% -21,547 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 59,036 $2.85M 3.07% +3,408 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 56,625 $2.76M 0.11% +21,519 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 55,900 $2.72M 0.72% -1,393 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 55,416 $2.7M 0.04% +21,263 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 53,930 $2.62M 0.52% -451,554 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 52,632 $2.56M 0.04% +9,847 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 52,122 $2.54M <0.01% +42,527 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,179 $2.44M <0.01% +11,842 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 49,114 $2.39M 0.18% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 49,092 $2.39M 0.18% +283 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 47,881 $2.33M 1.76% 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 46,423 $2.26M 0.62% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 45,845 $2.23M 0.29% +3,650 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 42,234 $2.06M 0.5% +1,820 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 40,970 $1.99M 0.02% -312 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 40,970 $1.99M 0.02% -312 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,963 $1.95M <0.01% -98,243 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 39,795 $1.94M 0.91% +2,756 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 39,879 $1.92M 0.69% -1,108 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 37,700 $1.86M 0.23% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 35,000 $1.7M 0.03% new 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 34,663 $1.69M 0.19% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,132 $1.66M <0.01% -6,731 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,637 $1.59M <0.01% new 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 31,822 $1.55M 0.11% +15,631 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 30,918 $1.5M 0.02% +1,016 13F-HR Timeline Group AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 30,108 $1.47M 3.51% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 29,983 $1.46M 0.12% +1,884 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 29,260 $1.42M 0.15% -471,188 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 29,133 $1.42M 0.03% +17,550 13F-HR Timeline Group 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 28,737 $1.4M <0.01% +3,413 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,694 $1.4M <0.01% +16,798 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 28,528 $1.39M 0.03% -22,865 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 28,164 $1.37M 0.13% -22,499 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 25,116 $1.21M 0.08% -1,811 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 24,525 $1.19M 0.74% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 24,107 $1.17M 0.08% -709 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,229 $1.03M 0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,193 $1.03M <0.01% +19,625 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 21,116 $1.03M 0.42% new 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 19,899 $968K 0.64% +6,596 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 19,781 $963K 1.07% +7,094 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 18,390 $895K 0.53% +4,796 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 18,157 $893K 0.04% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 18,194 $885K 0.05% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,275 $841K <0.01% +4,066 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,158 $835K 0.01% -3,707 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,050 $830K 0.02% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 16,175 $787K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,165 $787K 0.08% -46 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,134 $785K <0.01% -230 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,795 $769K <0.01% new 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,568 $758K <0.01% +5,777 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,362 $748K 0.01% -157,845 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 15,023 $731K 0.26% +14,507 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 15,000 $730K 0.14% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,421 $702K 0.05% -318 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,389 $700K 0.02% new 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 14,025 $683K 0.11% +3,533 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,920 $677K 0.01% +1,042 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,739 $667K 0.3% +7,163 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/ 12,906 $628K <0.01% +6,841 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 12,309 $599K 0.06% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 12,200 $594K 0.47% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,526 $561K 0.05% +1,834 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,401 $555K 0.18% +751 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 11,260 $548K 0.1% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 10,688 $520K 0.25% new 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 10,655 $518K 0.35% -12,842 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,486 $510K 0.05% +4,338 13F-HR/A Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 10,273 $500K 0.36% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 9,987 $487K <0.01% +4,831 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,963 $486K 0.07% +4,867 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 9,656 $470K 0.2% -11,975 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,220 $450K <0.01% +413 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,747 $426K 0.02% +1,443 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,727 $425K <0.01% -1,310 13F-HR/A Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,502 $414K 0.3% +680 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,490 $413K 0.26% +610 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,406 $409K <0.01% -2,532 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,359 $407K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,315 $405K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,207 $399K 0.01% +22 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 8,072 $393K 0.33% -4,190 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,056 $392K 0.02% new 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 8,025 $391K 0.36% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,332 $357K <0.01% +5,534 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,289 $355K 0.03% new 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,911 $336K 0.01% +187 13F-HR/A Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,762 $329K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,760 $329K <0.01% -6,525 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,650 $324K 0.07% -2,500 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 6,538 $318K 0.32% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,440 $313K 0.02% -2,050 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,378 $310K 0.01% +763 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,250 $304K 0.09% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,149 $299K 0.01% -22,799 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,100 $297K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,831 $284K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,422 $264K <0.01% -142 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,379 $262K 0.01% -521 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,110 $249K 0.05% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,110 $249K 0.03% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 5,090 $248K 0.26% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,022 $244K <0.01% +315 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 4,987 $243K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,980 $242K 0.01% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,800 $234K 0.04% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,680 $228K 0.07% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,489 $218K 0.12% -558 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,467 $217K 0.05% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,448 $216K 0.01% +21 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,358 $212K 0.04% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,336 $211K <0.01% +2,577 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,190 $204K 0.07% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,000 $195K 0.02% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,261 $192K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,453 $119K <0.01% -208 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,351 $116K <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,969 $96.8K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,656 $80.6K <0.01% +525 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,599 $77.8K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,568 $76.3K 0.1% +1,219 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,282 $62.4K <0.01% +21 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,000 $48.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 885 $42.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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