PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 436,235 $16.9M 0.01% -3,231 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 392,468 $15.2M <0.01% -53,653 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 324,770 $12.6M <0.01% -29,051 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 293,573 $11.4M <0.01% -58,469 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 189,569 $7.36M 2.23% +4,942 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 182,655 $7.09M <0.01% +39,228 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 153,330 $5.95M <0.01% +108,451 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 98,696 $3.83M <0.01% -7,441 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 96,100 $3.73M <0.01% -9,805 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 93,054 $3.61M <0.01% -55,268 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 88,449 $3.43M 0.01% -5,153 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 80,000 $3.11M 0.37% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 71,141 $2.78M +14,231 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 68,038 $2.64M <0.01% +18,559 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 64,159 $2.49M 0.09% -65,717 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 64,073 $2.49M 0.01% -1,459 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 62,219 $2.41M <0.01% -5,450 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 55,268 $2.14M <0.01% -4,895 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 54,387 $2.11M 0.04% -61,000 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 49,323 $1.91M <0.01% -11,988 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 43,193 $1.68M 0.08% -1,560 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 42,900 $1.66M <0.01% +4,600 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,030 $1.44M <0.01% -61,668 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 36,445 $1.41M <0.01% -3,229 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 35,874 $1.39M 1.2% +1,177 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 35,809 $1.39M <0.01% -16,236 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 35,701 $1.38M <0.01% +18,916 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 32,936 $1.28M +644 Timeline Canal Insurance CO More: the full row for Canal Insurance CO 30,000 $1.16M 0.28% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 28,561 $1.11M 0.1% +7,261 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,114 $1.09M <0.01% -6,389 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 27,014 $1.05M <0.01% new 13F-HR Timeline Group Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 24,870 $965K 0.04% 0 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,052 $933K <0.01% +1,484 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23,717 $920K <0.01% -14,570 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 20,212 $784K -4,061 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,023 $660K 0.01% -156 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/ 16,758 $651K <0.01% +2,914 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,324 $633K <0.01% -2,612 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,828 $614K <0.01% -2,278 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 15,550 $603K 0.05% -1,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,876 $577K <0.01% -2,357 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 14,518 $563K <0.01% +2,953 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,823 $536K <0.01% -1,142 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 16,212 $516K 0.24% +2,552 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,148 $510K 0.01% +2,062 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 12,355 $479K 0.26% +285 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,214 $474K <0.01% -847 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,600 $450K <0.01% -811 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,111 $392K <0.01% -527 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 9,815 $381K 0.01% +1,635 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,538 $370K <0.01% +421 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,202 $357K 0.02% -1,475 13F-HR/A Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,772 $340K 0.01% -6,380 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,518 $331K <0.01% -40,378 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,177 $317K 0.4% +1,519 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,037 $312K <0.01% -55 13F-HR Timeline Group Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 7,955 $309K 0.21% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,904 $307K <0.01% -1,007 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,760 $301K <0.01% -172 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,621 $296K <0.01% -123 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 7,450 $289K 0.07% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,147 $277K 0.01% -840 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 7,102 $276K 0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,051 $274K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,045 $273K 0.02% -845 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,010 $272K 0.05% -7,020 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,994 $271K <0.01% -1,013 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,904 $268K 0.01% -292 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 6,862 $266K <0.01% -13,277 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,785 $263K <0.01% -1,851 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,656 $262K <0.01% +4,380 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,545 $254K <0.01% -1,670 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,082 $236K <0.01% -799 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,006 $233K <0.01% -2,094 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,997 $233K 0.04% -18,407 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,703 $221K <0.01% -854 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,605 $217K 0.01% -340 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,596 $217K <0.01% new 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,512 $214K 0.01% +878 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,428 $211K 0.05% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,371 $208K 0.02% -350 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,223 $203K <0.01% +2,569 13F-HR/A Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,517 $175K 0.01% -25 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 3,938 $153K 0.15% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,733 $145K <0.01% +1,141 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,595 $139K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,423 $133K <0.01% +1,083 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,046 $118K <0.01% -3,580 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,996 $116K <0.01% +15 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,882 $112K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,659 $103K <0.01% -21 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,593 $101K <0.01% -520 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,381 $97.1K <0.01% +25 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,349 $91.1K <0.01% +21 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,302 $89.3K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,772 $68.7K <0.01% -2,254 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,699 $65.9K 0.02% -999 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,685 $65.4K 0.04% -842 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,655 $64.2K 0.04% -331 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,610 $62.5K <0.01% +97 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,601 $62.1K 0.04% -20 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,420 $55.1K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,391 $54K 0.05% +4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,358 $52.7K <0.01% -226 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,342 $52.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,242 $48.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,179 $45K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,100 $42.7K <0.01% -852 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 889 $40.3K 0.02% -5 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,000 $38.8K <0.01% 0 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $38.8K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,199 $38.1K <0.01% -328 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 976 $37.9K 0.02% -1 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 944 $36.6K 0.02% -34,131 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 924 $35.9K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 912 $35K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 900 $35K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 897 $34K <0.01% +896 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 853 $33.1K <0.01% +101 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 850 $33K 0.02% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 848 $32.9K <0.01% -438 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 800 $31K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 831 $30.5K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 810 $30K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 767 $29.8K 0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 759 $29.4K 0.03% +201 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 748 $29K 0.01% -46 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 695 $27K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 680 $26.4K <0.01% -509 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 678 $26.3K <0.01% -8,386 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 671 $26K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 659 $25.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $23.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 600 $23.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 575 $22.3K <0.01% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 559 $21.7K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 555 $21.5K 0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 536 $21K <0.01% -349 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 506 $20K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 514 $19.9K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 500 $19.4K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 495 $19.2K <0.01% +150 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 468 $18.2K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 462 $17.9K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 449 $17.4K 0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 447 $17.3K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 465 $17.2K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 424 $16K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 405 $15.7K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 400 $15.5K 0.01% +85 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 382 $14.8K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 370 $14.4K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 351 $13.6K <0.01% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 333 $12.9K <0.01% -90 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 311 $12.1K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 310 $12K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 306 $11.9K <0.01% +1 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 300 $11.6K <0.01% -1,760 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 291 $11.3K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 285 $11.1K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 276 $10.6K <0.01% -150 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 260 $10.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 283 $10K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 255 $9.89K <0.01% -200 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 222 $8.61K <0.01% +1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 220 $8.54K <0.01% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $7.76K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 200 $7.76K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $7.76K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 200 $7.76K <0.01% 0 13F-HR/A Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 196 $7.59K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 195 $7.57K <0.01% new 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 187 $7.24K <0.01% -57 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 185 $7.19K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 185 $7.18K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 185 $7.18K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 159 $6.17K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 152 $5.91K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 132 $5.12K <0.01% -150 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 130 $5.04K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 130 $5.04K <0.01% +18 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 125 $4.86K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 120 $4.66K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 118 $4.58K <0.01% +14 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 119 $4.58K <0.01% +37 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 106 $4.11K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 105 $4.07K <0.01% new 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 103 $3.99K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 100 $3.88K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 100 $3.88K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $3.88K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 100 $3.88K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 75 $2.91K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 75 $2.91K <0.01% -162 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 70 $2.72K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 67 $2.6K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 65 $2.52K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 65 $2.52K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 60 $2.45K <0.01% 0 13F-HR Timeline