Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 650,148 $30.3M 0.12% +112,797 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 636,991 $29.7M 0.01% -345,726 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/ 500,176 $23.3M <0.01% +381,315 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 425,924 $19.9M <0.01% +116,875 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 283,261 $13.2M 0.3% +8,630 13F-HR/A Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 282,161 $13.2M 10.84% -5,368 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 276,200 $12.9M 0.74% new 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 271,891 $12.7M 0.07% +60,436 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 265,000 $12.4M 0.21% +65,000 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 256,035 $11.9M 5.57% +2,078 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 238,591 $11.1M 1.22% -42,200 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 234,762 $10.9M 0.06% +41,254 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 215,894 $10.1M 1.96% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 203,945 $9.5M <0.01% +201,103 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 177,416 $8.31M 0.11% +1,237 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 173,270 $8.08M 0.9% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 157,355 $7.35M <0.01% -32,223 13F-HR/A Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 150,736 $7.03M 1.35% -1,344 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 145,982 $6.93M 0.54% -7,244 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 144,417 $6.73M 1.48% -234 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 132,174 $6.22M 0.77% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 128,506 $5.99M 0.31% +3,741 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 121,409 $5.66M 1.68% -60,196 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 110,935 $5.17M 1.41% +2,341 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,535 $5.01M 0.01% +2,538 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 107,502 $5.01M 0.06% -14,404 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 102,021 $4.75M 2.01% -17,923 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 98,921 $4.61M 0.09% +8,749 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 92,944 $4.33M 3.06% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 90,391 $4.21M 0.16% +880 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 86,955 $4.05M 2.98% +943 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 86,562 $4.03M 0.09% -46,379 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 82,715 $3.85M <0.01% +82,349 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 79,197 $3.69M 1% -7,043 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 64,852 $3.02M 1.82% +6,293 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 64,630 $3.01M 0.95% +19,423 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 62,578 $2.92M -135,857 Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 62,247 $2.9M 1.06% +7,954 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 61,089 $2.85M 0.01% +2,637 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,411 $2.77M <0.01% -9,121 13F-HR Timeline Group Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 58,827 $2.74M 1.96% +43,859 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 56,616 $2.64M 0.02% +4,703 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 53,036 $2.47M 0.33% +19,634 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,790 $2.46M <0.01% +33,154 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,763 $2.33M 0.01% -240,340 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 49,355 $2.3M 0.28% +10,292 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 48,878 $2.28M 0.03% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 47,338 $2.21M 0.37% +6,840 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 45,650 $2.13M 0.31% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 45,423 $2.12M 0.02% -2,446 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 43,504 $2.03M 0.02% +32,376 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 43,447 $2.02M 0.13% -12,207 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 43,293 $2.02M 0.05% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 41,375 $1.93M 0.13% +33,528 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 39,907 $1.86M 0.18% -6,860 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,260 $1.83M 0.04% +20,225 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 37,995 $1.8M 0.62% +19,972 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 38,479 $1.79M 0.42% -3,608 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,397 $1.79M <0.01% +17,095 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 35,000 $1.63M 0.03% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 34,694 $1.62M 0.08% +4,594 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 34,693 $1.62M 0.04% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 34,479 $1.61M 0.16% -3,658 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 34,367 $1.6M 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,845 $1.53M <0.01% +473 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 29,320 $1.37M 0.1% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,109 $1.31M <0.01% +1,082 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,919 $1.3M <0.01% -435,069 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 27,747 $1.29M 0.42% +11,586 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 26,603 $1.24M 0.12% +2,413 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 26,536 $1.24M 0.33% +10,563 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 25,950 $1.23M +1,128 Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 25,979 $1.21M 1.38% +3,235 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 25,723 $1.2M 0.77% -45,044 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 25,545 $1.19M 0.1% new 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 24,788 $1.16M <0.01% -1,578 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 24,087 $1.13M 0.96% +360 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,931 $1.07M <0.01% -84,377 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 22,849 $1.06M 0.76% +3,285 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 22,245 $1.04M 0.08% -24,200 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,204 $1.03M <0.01% +2,759 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,934 $1.03M 0.08% -21,096 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 21,817 $1.02M 0.44% +1,527 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 21,772 $1.01M 0.03% -36,744 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,656 $1.01M <0.01% +2,217 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 21,162 $986K 0.13% +3,470 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 20,423 $953K <0.01% -2,848 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,190 $941K <0.01% +1,015 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 19,162 $893K 0.12% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,515 $816K 0.06% -11,003 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,076 $796K <0.01% +2,337 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17,032 $794K 0.02% -7,098 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 15,818 $737K 0.02% -832 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 15,445 $720K 0.14% -161 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 14,696 $685K 0.51% +1,232 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,658 $683K 0.01% -1,405 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,523 $677K 0.05% +1,630 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 13,775 $642K 0.06% +1,127 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,450 $627K 0.05% +795 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 13,283 $623K 0.26% -10,162 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 12,618 $588K 0.05% -189 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,484 $582K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,847 $552K <0.01% -4,319 13F-HR/A Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,780 $549K 0.02% -540 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,605 $494K <0.01% -164,136 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 10,570 $493K 0.25% -6,820 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,147 $476K <0.01% -236 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,192 $475K <0.01% -22,348 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,753 $455K 0.02% +621 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,720 $453K 0.01% -966 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 9,171 $429K 0.09% -558 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 9,058 $422K 0.41% +2,484 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 8,891 $414K 0.34% +3,321 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,856 $414K <0.01% +8 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,679 $404K 0.2% +11 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,872 $367K 0.05% -2,960 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,802 $364K 0.06% -345 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,781 $363K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,774 $362K 0.01% -137 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,600 $354K 0.08% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,525 $351K 0.09% -8,806 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,280 $345K 0.06% -83,476 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,361 $343K 0.09% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 7,051 $329K 0.05% new 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 6,813 $325K 0.41% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,960 $324K <0.01% +821 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,867 $320K 0.06% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,669 $311K <0.01% -70 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 6,435 $300K 1.16% +124 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,434 $300K 0.05% -401 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,429 $300K <0.01% +1,276 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,225 $290K 0.01% +64 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,851 $273K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,833 $272K <0.01% -832 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,813 $271K <0.01% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,744 $269K 0.04% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,695 $265K 0.01% -20,643 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,617 $262K 0.02% +825 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,527 $259K 0.15% -2,817 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,445 $254K <0.01% -1,770 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,436 $253K 0.01% -493 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,392 $251K 0.09% -3,163 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 5,331 $248K 0.16% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,315 $248K 0.02% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,126 $243K 0.03% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,000 $233K 0.01% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,874 $227K 0.15% -1,321 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,669 $218K 0.06% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 4,670 $218K 0.03% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,406 $205K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3,659 $171K 0.05% -92,838 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,527 $144K <0.01% -734 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,961 $91.4K <0.01% -604 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,940 $90.4K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,170 $54.5K 0.06% -242 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,098 $51.2K <0.01% -410 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 933 $43.5K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 779 $36.3K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 544 $25.4K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 466 $21.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 456 $21.3K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 400 $18.6K <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 381 $18K <0.01% -4,851 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 263 $12.3K <0.01% -418 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 257 $12K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 44 $2.05K <0.01% +13 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/ 36 $1.68K <0.01% -10,045 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 33 $1.54K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 26 $1.22K <0.01% -410,530 13F-HR/A Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $759 <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $652 <0.01% -23 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13 $590 <0.01% -2,171 13F-HR/A Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 12 $559 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 11 $513 <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6 $280 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3 $141 <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2 $93 <0.01% -16 13F-HR Timeline