MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,164,236 $222M 0.02% +414,127 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,949,370 $104M 0.1% -35,657 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/ 1,147,205 $61.1M 0.01% +23,927 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,094,966 $58.3M 0.01% +142,812 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,092,488 $58.2M 0.01% +77,552 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 885,205 $47.1M 0.02% +121,466 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 751,173 $40M 0.02% +66,168 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 477,560 $25.4M 0.01% -13,900 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 473,562 $25.2M 0.85% -25,156 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 430,352 $22.9M 0.46% +16,768 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 374,434 $19.9M 0.04% +14,299 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 321,960 $17.1M 12.48% -81,159 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 313,861 $16.7M 0.04% -965 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 270,212 $14.4M <0.01% +21,690 13F-HR/A Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 260,561 $13.9M 1.83% +10,446 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 250,379 $13.3M 2.9% +5,565 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 249,364 $13.3M 0.83% +17,600 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 225,106 $12M 0.87% +219,336 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 217,710 $11.6M 0.13% +36,779 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 212,275 $11.3M 0.02% +23,523 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 182,522 $9.72M 2.58% +7,461 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 171,016 $9.1M 2.52% +3,586 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 167,122 $8.9M 0.24% +8,909 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 130,429 $6.94M 1.23% +108,496 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 122,727 $6.53M 1.29% +2,740 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 116,778 $6.22M 0.63% -2,699 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 108,731 $5.79M 0.08% +5,327 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 106,182 $5.65M 0.71% -1,932 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 98,291 $5.23M 0.02% +1,970 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 97,797 $5.21M 0.01% +97,753 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 96,399 $5.13M 0.41% +14,920 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 95,919 $5.11M 0.03% +62,468 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 94,209 $5.01M 0.01% +11,749 13F-HR/A Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 89,869 $4.78M 2.86% +90 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82,220 $4.38M 0.03% +6,534 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 82,012 $4.37M 0.06% +617 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 78,493 $4.18M 0.03% +16,495 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 72,326 $3.85M 0.15% -8,389 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 67,549 $3.6M <0.01% -11,688 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 66,605 $3.55M 0.07% +33,952 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 66,465 $3.54M <0.01% +19,853 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 65,615 $3.49M 0.43% +3,788 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 64,464 $3.43M 0.42% +3,715 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 66,731 $3.3M 0.32% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 59,629 $3.17M 0.06% +5,587 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 57,804 $3.08M 0.82% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 57,491 $3.06M 0.03% +3,861 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 56,687 $3.02M <0.01% -2,436 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 54,237 $2.89M 1.1% -2,574 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 51,610 $2.75M 2.89% -520 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 50,065 $2.66M 1.74% -604 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 46,380 $2.47M 0.73% +450 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 44,869 $2.39M 1.59% -15,565 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,191 $2.3M 0.01% -4,092 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 42,800 $2.28M 0.52% -465 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 43,642 $2.1M 0.52% +4,957 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 38,600 $2.05M 0.17% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 37,904 $2.02M 0.03% -10 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 37,720 $2.01M 0.4% +1,467 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 37,301 $1.99M 1.46% +43 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 36,589 $1.95M 0.14% +157 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 36,505 $1.94M 0.02% +22,269 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,332 $1.88M <0.01% -5,838 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 35,019 $1.86M <0.01% +3,970 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 34,787 $1.85M 0.1% new 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 32,621 $1.74M 0.15% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 32,509 $1.73M 0.06% -4,787 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,468 $1.73M <0.01% +11,879 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 30,144 $1.61M 0.2% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 32,423 $1.57M 1.51% -33,231 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 29,213 $1.56M 0.02% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 29,200 $1.55M 0.16% +21,654 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,401 $1.51M <0.01% +1,679 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,774 $1.48M <0.01% -1,099 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,118 $1.34M <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,898 $1.27M 0.02% -1,422 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,464 $1.25M 0.04% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,731 $1.21M <0.01% -1,348 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 22,665 $1.21M 0.01% -935 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 22,317 $1.19M 0.05% +1,855 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,049 $1.17M <0.01% +1,817 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 21,357 $1.14M 0.53% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 21,000 $1.12M <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 20,019 $1.07M 0.1% +5,748 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,030 $1.07M 0.01% -664 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,027 $1.07M 0.03% +445 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,976 $1.06M 0.08% +4,502 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 19,825 $1.06M 1.56% +6,417 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,816 $1.05M 0.03% +4,465 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,815 $1.01M <0.01% +3,635 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 18,300 $979K <0.01% -1,500 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 18,326 $976K 0.5% +64 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 16,614 $884K 0.04% -5,816 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16,611 $884K 0.33% +148 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 16,566 $882K 0.43% +290 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 15,831 $843K 0.64% +528 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,704 $836K 0.03% -94 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 16,733 $807K 0.13% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,035 $800K 0.02% -777 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,850 $799K 0.02% -1,170 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 14,559 $775K 0.15% +45 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,300 $761K <0.01% new 13F-HR/A Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,020 $746K 0.55% -12,423 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,686 $729K 0.36% +8,048 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 13,654 $727K 0.54% +4,124 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,409 $714K 0.01% -425 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 13,384 $712K 0.11% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,300 $708K 0.01% +200 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,098 $697K <0.01% +252 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,050 $695K 0.01% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 12,860 $685K 0.18% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,626 $672K 0.13% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,078 $646K 0.01% 0 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 11,812 $629K 0.11% +74 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,497 $612K 0.37% -316 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 11,204 $596K 0.03% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,152 $594K 0.02% +6,875 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,844 $577K 0.37% +287 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 10,751 $572K 0.56% -87 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 10,187 $542K 0.22% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,840 $524K <0.01% -5,468 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,830 $523K 0.02% +2 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,809 $522K 0.05% -232 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,730 $518K 0.09% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 10,338 $516K 0.18% +4,524 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,217 $491K 0.05% -300 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,903 $474K 0.28% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,844 $471K 0.03% -693 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 8,580 $457K 0.36% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,919 $422K <0.01% +753 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 7,549 $402K 0.18% +128 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,437 $396K 0.01% -400 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,397 $394K 0.04% -10,649 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,103 $378K 0.21% -461 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,949 $370K <0.01% new 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 6,791 $361K 0.03% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,678 $355K 0.06% -17 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,599 $351K 0.05% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,340 $337K <0.01% -3,000 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,571 $334K 0.07% -125 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,894 $332K 0.01% +119 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 6,033 $321K 0.04% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,869 $312K <0.01% +5,838 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,744 $306K 0.04% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 5,715 $304K 0.22% +2 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,511 $293K <0.01% -1,584 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,479 $292K 0.01% -518 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,445 $290K 0.08% +600 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,357 $285K <0.01% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,668 $282K 0.09% 0 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. 5,172 $275K <0.01% -16,950 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,167 $275K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,073 $271K <0.01% -3,181 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,035 $268K 0.02% -1,699 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,999 $266K 0.1% +1,226 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,975 $265K <0.01% -7,917 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,930 $262K <0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,719 $251K 0.02% -1,191 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,706 $250K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,637 $247K 0.01% -305 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,621 $246K 0.07% -2,292 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,564 $244K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,502 $240K <0.01% +2 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,456 $237K 0.06% -22 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,433 $236K 0.11% +62 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,431 $236K 0.08% -610 13F-HR/A Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,422 $235K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,278 $228K 0.02% -677 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,260 $227K <0.01% +1,655 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,170 $222K 0.02% -431 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,603 $222K 0.13% -185 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,026 $214K 0.09% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,019 $214K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,987 $212K 0.02% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,855 $205K 0.14% -1,000 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,850 $205K 0.01% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,788 $202K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,330 $177K <0.01% +80 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,798 $149K 0.01% -554 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,549 $136K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,250 $120K 0.08% -101 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,222 $118K <0.01% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,151 $114K 0.01% +38 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,143 $114K 0.01% +37 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,921 $102K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,666 $89K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,666 $88.7K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,630 $86.8K 0.03% +300 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,472 $78.4K <0.01% -99 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,385 $73.7K 0.04% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,236 $65.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 975 $51.9K <0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. 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