MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,357,708 $219M 0.01% +193,472 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,924,187 $96.6M 0.08% -25,183 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/ 1,144,995 $57.5M <0.01% -2,210 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,124,061 $56.4M 0.01% +31,573 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,117,628 $56.1M 0.01% +22,662 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 933,327 $46.9M 0.02% +48,122 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 739,869 $37.1M 0.01% -11,304 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 494,993 $24.8M 0.01% +17,433 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 480,988 $24.1M 0.73% +7,426 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 435,103 $21.8M 0.4% +4,751 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 389,422 $19.5M 0.03% +14,988 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 342,959 $17.2M 11.66% +20,999 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 305,504 $15.3M 0.03% -8,357 13F-HR/A Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 272,364 $13.7M 0.79% +23,000 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 271,864 $13.6M 1.67% +11,303 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 268,185 $13.5M <0.01% -2,027 13F-HR/A Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 250,841 $12.6M 2.37% +462 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 222,177 $11.2M 0.73% -2,929 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 217,710 $10.9M 0.12% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 209,852 $10.6M 0.02% -2,423 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 194,681 $9.77M 2.43% +12,159 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 193,665 $9.72M 2.47% +22,649 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 133,147 $6.68M 0.09% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 126,452 $6.35M 1.01% +3,725 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 122,993 $6.17M 0.59% +6,215 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 117,535 $5.9M 0.93% -12,894 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 112,476 $5.65M 0.01% +18,267 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 110,886 $5.57M 0.08% +2,155 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 104,453 $5.24M 0.39% +8,054 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 103,800 $5.21M 0.02% +5,509 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 103,636 $5.2M 0.63% -2,546 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 100,490 $5.04M 0.13% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 96,060 $4.82M 2.84% +6,191 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 93,689 $4.7M <0.01% +26,140 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 90,787 $4.56M 0.08% +24,182 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,230 $4.48M 0.02% +7,010 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 79,000 $3.97M 0.06% -3,012 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 77,526 $3.89M 0.14% +5,200 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 71,370 $3.68M 0.06% +11,741 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 72,375 $3.63M 0.31% +5,644 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 65,586 $3.29M 0.36% -29 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 64,854 $3.26M 0.37% +390 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 62,247 $3.12M 0.02% -33,672 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 60,342 $3.03M <0.01% -6,123 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 59,267 $2.98M 0.03% +1,776 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 57,107 $2.87M <0.01% +420 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 50,410 $2.53M 2.2% -1,200 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 49,734 $2.5M 0.01% +6,543 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 49,440 $2.48M 0.09% +10,840 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48,598 $2.44M 0.05% +33,748 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 46,311 $2.32M 0.46% +2,669 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 46,156 $2.32M 0.05% -120,966 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 43,900 $2.2M <0.01% +22,900 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 43,550 $2.19M 0.44% +750 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 42,687 $2.14M 0.02% -35,806 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 42,502 $2.13M 0.78% -11,735 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 42,485 $2.13M <0.01% +7,466 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 41,365 $2.08M <0.01% +6,033 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 41,294 $2.07M 0.03% +3,390 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 40,764 $2.05M <0.01% +38,542 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 40,736 $2.04M 0.38% +3,016 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 37,370 $1.88M 1.27% +69 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 37,318 $1.87M 0.15% +729 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 33,163 $1.66M 0.71% +19,477 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 32,621 $1.64M 0.12% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 31,996 $1.61M 0.01% -4,509 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 31,065 $1.56M 0.15% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,331 $1.52M <0.01% +1,930 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29,540 $1.48M 1.26% -2,883 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,721 $1.44M 0.13% -479 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,576 $1.43M 0.01% +23,503 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,210 $1.42M <0.01% +436 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 25,975 $1.3M 0.18% +19,376 13F-HR/A Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 25,455 $1.28M 0.8% +9,624 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 24,272 $1.23M 0.34% +13,934 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,037 $1.21M 0.01% +4,007 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,317 $1.17M <0.01% +586 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,115 $1.16M 0.03% -349 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,854 $1.15M 0.02% -1,044 13F-HR 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. 22,600 $1.13M <0.01% +4,300 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 22,549 $1.13M 0.14% -7,595 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 22,317 $1.12M 0.04% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,985 $1.1M 0.02% +2,169 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 21,937 $1.1M 0.15% new 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,405 $1.07M <0.01% -644 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 21,384 $1.07M 0.47% +27 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,219 $1.07M 0.07% +1,243 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,686 $1.04M <0.01% +1,871 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 20,002 $1M 0.08% -17 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,609 $984K 0.02% -418 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 19,148 $961K 0.26% +7,336 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 18,328 $920K 0.44% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18,046 $892K 0.08% +10,649 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,663 $887K +12,688 Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 16,876 $834K 0.37% +310 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,572 $832K 0.03% +868 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16,563 $831K 0.28% -48 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,445 $826K <0.01% -16,023 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 15,988 $803K 0.04% -626 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,806 $743K 0.01% -229 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 14,479 $727K 0.13% -80 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 14,167 $711K 0.01% +867 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. 13,895 $698K <0.01% +8,723 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,455 $675K <0.01% +405 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,414 $673K 0.01% +336 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,409 $673K 0.01% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 13,384 $672K 0.09% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,027 $654K <0.01% -71 13F-HR/A Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,875 $646K 0.04% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 12,726 $639K 0.25% -595,799 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,626 $634K 0.11% 0 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 12,579 $631K 0.44% -1,075 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 12,520 $629K 0.43% -1,500 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 12,198 $612K 0.38% -32,671 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 11,911 $598K 0.31% +1,067 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 11,570 $581K 0.46% +819 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 11,538 $579K 0.37% -38,527 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,338 $569K 0.31% -159 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 11,205 $562K 0.02% +1 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,020 $553K 0.04% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,777 $541K 0.02% -375 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,418 $523K <0.01% +5,061 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,261 $515K <0.01% -14,857 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 9,968 $500K 0.11% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,931 $499K 0.02% +101 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,858 $495K 0.07% -6,875 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,734 $489K 0.04% -75 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,730 $488K 0.07% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,903 $447K 0.24% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,844 $444K 0.02% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 8,580 $431K 0.3% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,233 $413K 0.04% -984 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 7,687 $386K 0.17% +138 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,437 $373K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,376 $370K <0.01% -2,464 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,364 $370K <0.01% +2,434 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,023 $352K 0.01% +129 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,810 $342K <0.01% +1,299 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,791 $341K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,786 $341K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,498 $326K 0.01% +1,019 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,374 $320K 0.05% -304 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,340 $318K <0.01% 0 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,117 $307K 0.02% +1,082 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,771 $290K <0.01% -2,148 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,744 $288K 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,730 $288K 0.01% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,717 $287K 0.14% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,702 $286K 0.09% +703 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,668 $285K 0.08% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,549 $279K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,535 $278K <0.01% -334 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,519 $277K <0.01% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,445 $273K 0.07% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,208 $269K 0.05% -1,363 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,167 $259K 0.03% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,014 $252K 0.01% +377 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 4,937 $248K 0.02% +659 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,719 $237K 0.01% 0 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,706 $236K 0.07% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,704 $236K 0.02% +282 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,615 $232K <0.01% +827 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,604 $231K 0.09% +578 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,555 $229K 0.14% +700 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,502 $226K <0.01% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,431 $222K 0.06% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,188 $210K 0.11% -415 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,091 $205K 0.01% -79 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,068 $204K 0.01% +49 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,407 $171K <0.01% -853 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,330 $167K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,512 $126K <0.01% -286 13F-HR Timeline LANARK FINANCIAL, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 1,666 $84K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,666 $83.6K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,630 $81.8K 0.03% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,385 $69.5K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,239 $62.2K <0.01% -233 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,236 $62K <0.01% 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 1,140 $57.2K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. 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