MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,179,292 $86.3M 0.01% +46,501 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,543,310 $42.6M 0.01% -178,560 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/ 2,640,607 $31.7M <0.01% -111,716 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,637,668 $31.7M 0.01% +200,878 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,572,898 $30.9M 0.23% +809,838 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,551,167 $30.7M 1.73% -701,083 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,444,540 $29.4M 0.01% -46,816 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,362,021 $16.4M 2.03% +58,681 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,176,168 $14.1M 0.01% -30,143 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,024,846 $12.3M <0.01% +513,497 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 953,333 $11.5M <0.01% +126,762 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 899,907 $10.8M <0.01% +39,284 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 878,456 $10.6M 1.01% -6,718 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 694,762 $8.35M 0.01% +106,035 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 694,714 $8.35M 0.29% +111,784 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 689,347 $8.29M 3.36% +50,179 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 647,154 $7.78M 0.01% +44,534 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 601,000 $7.22M 2.16% -23,000 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 511,349 $6.15M 0.1% -95,548 13F-HR/A Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 483,570 $5.81M 0.69% -31,650 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 464,400 $5.58M 0.01% -14,336 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 445,132 $5.35M 0.01% +10,639 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 416,376 $5M <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 371,835 $4.47M 0.02% +174,652 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 339,680 $4.08M 0.01% +8,538 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 332,123 $3.99M 0.01% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 328,828 $3.95M 0.06% -30,871 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 328,551 $3.95M 0.01% -17,648 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 300,646 $3.61M <0.01% 0 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 289,583 $3.48M 1.48% +53,652 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 275,645 $3.31M 1.42% +22,000 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 268,500 $3.23M 0.14% +386 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 257,220 $3.09M <0.01% +149,761 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 245,102 $2.95M 0.06% -438,896 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 241,737 $2.91M 0.46% +489 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 237,858 $2.86M 0.01% -18,276 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 218,823 $2.63M <0.01% +6,761 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 218,671 $2.63M <0.01% +20,996 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 210,598 $2.53M 0.02% -28,073 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 198,572 $2.39M 0.72% -344,698 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 198,515 $2.39M -9,122 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 195,511 $2.35M 0.01% +1,447 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 187,255 $2.25M 0.94% +24,582 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 184,786 $2.22M <0.01% -9,112 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 183,334 $2.2M 0.01% -1,594 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 177,633 $2.14M 0.05% +14,864 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 161,977 $1.95M 0.03% -849 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 161,211 $1.94M 0.01% -6,266 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 159,821 $1.92M 0.52% +1,078 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 144,507 $1.74M 0.07% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 138,467 $1.66M 0.03% -77,552 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 138,086 $1.66M 0.14% -3,036 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 132,288 $1.59M 0.16% -4,562 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 128,299 $1.54M 0.45% -36,000 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 125,391 $1.51M 0.02% +3,100 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 124,005 $1.49M <0.01% -97,378 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 118,587 $1.43M 0.08% +107 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 117,965 $1.42M 0.11% +374 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 115,422 $1.39M 0.48% -250 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 114,118 $1.37M 0.19% +3,916 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 113,152 $1.36M 0.15% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 110,512 $1.33M 0.02% +19,000 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 110,000 $1.32M 0.5% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 108,488 $1.3M 0.01% +83,090 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 104,326 $1.25M 1.45% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 103,138 $1.24M 0.02% -19,800 13F-HR Timeline KIM, LLC More: the full row for KIM, LLC 100,000 $1.2M 0.14% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 99,904 $1.2M 0.8% +29,993 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 94,581 $1.14M 0.01% +61,179 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 92,706 $1.11M 0.29% +2,076 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 89,193 $1.07M 0.02% +7,376 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 85,169 $1.02M 0.01% -14,387 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. 83,915 $1.01M <0.01% -575 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 83,117 $999K 0.03% -4,638 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 79,175 $952K 0.21% +6,388 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 78,771 $947K <0.01% +1,275 13F-HR/A Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 66,947 $805K 0.17% +6,100 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 65,632 $789K 0.01% +6,500 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 63,087 $758K 0.01% -21,657 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 63,042 $758K 0.05% +48,660 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 62,096 $746K 0.3% +5,191 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,955 $733K <0.01% +39,746 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 60,530 $723K <0.01% +43,640 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 59,057 $710K <0.01% +15,663 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 57,144 $687K 0.1% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 54,463 $655K <0.01% +1,270 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 53,711 $646K 0.31% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 51,075 $614K 0.01% -4,681 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 50,666 $609K 0.18% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50,032 $601K 0.01% -15,612 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 49,950 $600K 0.37% +3,100 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 49,776 $598K 0.01% -7,165 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 49,160 $591K 0.02% -8,000 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 48,897 $588K 0.19% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 46,476 $559K 0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45,780 $550K 0.01% +42,432 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 44,544 $535K 0.47% 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 44,372 $533K 0.14% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,127 $506K <0.01% -41,307 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42,047 $505K 0.02% +4,500 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 41,049 $499K 0.01% -11,678 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 41,472 $498K 0.21% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 41,324 $497K 0.16% +20,579 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 40,747 $490K 0.07% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 39,730 $478K 0.02% -2,463 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,398 $474K <0.01% -3,501 13F-HR/A Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 38,384 $461K 0.27% +9 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,994 $457K <0.01% -6,901 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37,859 $455K 0.01% +35,849 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 37,305 $448K <0.01% +52 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 37,224 $447K <0.01% -6,379 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 36,814 $443K 0.02% -13,515 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 36,814 $443K 0.02% -13,515 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,665 $441K <0.01% +3,978 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 35,007 $421K <0.01% +387 13F-HR Timeline Group URS Advisory LLC More: the full row for URS Advisory LLC 34,410 $414K 0.34% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 34,385 $413K 0.01% +802 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 33,970 $408K 0.17% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,615 $392K <0.01% +675 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32,615 $392K <0.01% +26,615 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 31,735 $381K 0.04% -8,560 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 31,605 $380K 0.28% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 30,340 $365K 0.31% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,091 $362K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 29,374 $353K 0.22% -545 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 29,146 $350K 0.02% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 28,702 $345K 0.06% -6,148 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 28,310 $340K 0.01% +17,616 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 28,391 $340K 0.01% +240 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,155 $338K 0.01% -970 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 27,585 $332K <0.01% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 27,367 $329K 0.01% +5,910 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 27,054 $325K 0.01% -1,596 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 25,635 $308K 0.05% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 25,026 $301K 0.1% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,712 $297K <0.01% -688 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 23,168 $278K 0.04% -3,614 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,843 $275K <0.01% -4,031 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 22,332 $268K 0.04% +148 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,942 $264K 0.01% -848 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 21,874 $263K 0.04% +380 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,545 $259K 0.01% +6,545 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,500 $258K <0.01% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 20,620 $248K 0.05% -8,597 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,619 $248K 0.01% -13,170 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,346 $245K <0.01% -4,965 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20,000 $240K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,797 $238K 0.01% +949 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,713 $237K <0.01% -3,264 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 19,519 $235K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,112 $230K <0.01% -3,685 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,098 $230K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 19,048 $229K <0.01% -7,883 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 18,805 $226K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,424 $221K <0.01% +2,700 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 18,214 $219K 0.05% -717 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 17,998 $216K 0.01% +4,548 13F-HR Timeline Group Great Lakes Retirement, Inc. 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More: the full row for Institute for Wealth Management, LLC. 13,804 $166K 0.02% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 13,434 $161K 0.03% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 13,410 $161K 0.04% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,332 $160K <0.01% +783 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 13,025 $157K 0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,000 $156K <0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,799 $154K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,751 $153K <0.01% 0 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 12,709 $153K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,700 $153K <0.01% -5,609 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,654 $152K 0.03% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,537 $151K 0.03% +152 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,246 $147K 0.01% 0 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 12,115 $146K 0.3% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,114 $146K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,050 $145K <0.01% 0 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,790 $142K <0.01% -15,562 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,216 $135K <0.01% -332 13F-HR Timeline