BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,615,035 $494M 0.04% +1,019,832 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,374,356 $133M +5,432,546 Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,957,814 $104M 0.01% +2,358,809 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,002,668 $83.7M 1.57% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,996,858 $41.7M 0.01% -262,130 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,342,138 $28.1M 1.41% +33,662 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 547,382 $11.4M <0.01% -294,017 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 511,065 $10.7M 1.57% +387,756 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 486,349 $10.2M <0.01% +51,953 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 394,670 $8.25M 0.01% +347,944 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 368,573 $7.7M 0.03% -2,748 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 358,573 $7.49M <0.01% -19,018 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 351,115 $7.34M <0.01% +7,462 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 336,376 $7.03M 0.05% -4,891 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 296,929 $6.21M 0.01% +2,346 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 271,615 $5.68M 0.12% -2,074 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 247,293 $5.15M <0.01% -78,340 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 244,454 $5.11M 0.01% new 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 232,208 $4.85M 0.76% -9,165 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 231,834 $4.85M 1.08% -413,335 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 221,723 $4.63M 1.01% -8,742 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 203,385 $4.25M 0.01% -12,477 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 198,206 $4.17M 0.01% -155,507 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 184,022 $3.85M 0.11% +2,217 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 173,304 $3.62M 0.26% +382 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 160,098 $3.35M <0.01% new 13F-HR Timeline Group 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 147,489 $3.08M <0.01% +118,521 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 140,682 $2.94M <0.01% -2,866 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 136,404 $2.85M 0.22% -527 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 124,644 $2.61M 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 122,268 $2.56M 0.05% -2,473 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 116,108 $2.43M 0.01% +17,503 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 110,331 $2.31M <0.01% -3,430 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 109,471 $2.29M <0.01% -735 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 108,951 $2.28M 0.01% +86,483 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 105,560 $2.21M <0.01% +22,485 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 96,449 $2.02M <0.01% -130,651 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 95,160 $1.99M 0.68% -3,155 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 91,910 $1.92M <0.01% +21,623 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 89,958 $1.88M 0.03% +16,963 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 89,243 $1.87M <0.01% -683 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 85,411 $1.79M 0.59% -2,988 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 84,976 $1.78M 0.08% +9,976 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 80,398 $1.68M 0.08% +1,900 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 78,159 $1.63M 0.26% -4,181 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 75,810 $1.58M 0.7% +13,562 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 71,621 $1.5M <0.01% +606 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 68,711 $1.44M 0.07% +8,837 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 68,855 $1.44M 0.91% +34,987 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 68,045 $1.4M <0.01% +24,656 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 66,642 $1.39M <0.01% -2,553 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 59,565 $1.24M 0.01% +26,538 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 53,706 $1.12M 1.17% +21,179 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 52,207 $1.08M <0.01% +1,647 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 43,110 $901K <0.01% -946 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 41,980 $877K 0.28% -986 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,843 $833K <0.01% -34,842 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 39,818 $832K 0.25% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 39,247 $820K 0.76% +4,373 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 38,349 $801K 0.02% -1,108 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 37,818 $790K 0.19% +1,180 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,279 $758K <0.01% +942 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 34,984 $731K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 33,074 $691K 0.05% -1,848 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 30,180 $623K 0.04% +3,308 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 29,708 $621K 0.03% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 29,523 $617K 0.13% +457 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,407 $615K 0.02% -4,825 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 28,783 $602K 0.05% +11,472 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 27,853 $582K 0.04% -4,835 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 27,421 $573K 0.08% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,088 $545K <0.01% -6,757 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,973 $543K <0.01% +5,400 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,773 $539K +1,611 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 25,154 $528K 0.04% -433 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 25,189 $526K 0.09% -8 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 24,097 $520K 0.2% +4,217 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,878 $520K <0.01% -2,144 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 24,208 $506K 0.05% -164 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,169 $484K <0.01% -18,482 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 23,079 $482K 0.03% -1,909 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 22,679 $474K <0.01% -44 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 22,217 $464K 0.02% -2,826 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 20,961 $438K <0.01% -831 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 20,000 $418K 0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 19,710 $412K 0.09% -918 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,635 $410K 0.01% -540 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 19,379 $405K 0.15% +860 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 18,363 $384K 0.12% +2,610 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 18,357 $384K 0.11% -1,162 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,231 $381K <0.01% +122 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,788 $372K <0.01% -1,746 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,063 $357K 0.01% +67 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 17,027 $356K 0.01% +398 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 16,763 $350K 0.08% -21,695 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 16,080 $336K <0.01% -1,988 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,993 $334K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,734 $308K 0.02% +2,371 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,621 $306K 0.02% +3,525 13F-HR/A Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 14,469 $302K 0.24% -606 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 13,989 $292K 0.05% -3,923 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 13,891 $290K 0.17% -21 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,744 $287K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 13,660 $285K 0.05% -1,090 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 13,219 $276K 0.06% -120 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 12,641 $264K 0.23% -120 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,536 $262K 0.03% +2,756 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,061 $252K 0.03% -652 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 11,909 $249K 0.09% -356 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,724 $245K <0.01% -5,120 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,463 $220K 0.18% -130 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,500 $219K <0.01% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,474 $219K 0.05% +465 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,436 $218K <0.01% -416 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,339 $216K 0.01% -995 13F-HR Timeline City State Bank More: the full row for City State Bank 10,250 $214K 0.06% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,247 $214K 0.08% -1 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,167 $212K <0.01% +505 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 10,166 $212K 0.04% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 10,128 $212K 0.11% +98 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,083 $211K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,750 $204K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,240 $151K 0.11% -61 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,083 $106K <0.01% -136 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,177 $87.3K <0.01% -1,501 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,951 $82.6K <0.01% -453 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,895 $60.5K <0.01% +176 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,669 $56.1K <0.01% -9,931 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,230 $46.6K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,155 $45K <0.01% +1,123 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,782 $37.2K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,536 $32.1K 0.01% +10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,389 $29K <0.01% -6,058 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,351 $28.2K 0.01% -5,969 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,301 $27.2K 0.01% -130 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,267 $26.5K <0.01% +853 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,266 $26.4K <0.01% +19 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,227 $25.6K <0.01% +895 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,182 $24.7K <0.01% -12,774 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 936 $19.6K <0.01% +3 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 800 $16.7K <0.01% -13 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 681 $14.2K <0.01% -102 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 663 $13.9K <0.01% +617 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 613 $12.8K <0.01% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 601 $12.6K <0.01% -2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 574 $12K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 553 $11.6K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 517 $10.8K <0.01% -81 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 500 $10.4K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 498 $10.4K <0.01% +135 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 438 $9.16K <0.01% -314 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 410 $8.57K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 404 $8.51K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 410 $8.46K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 360 $7.53K <0.01% +83 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 348 $7.27K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 308 $6.44K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 292 $6.1K <0.01% -8 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 292 $6K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 244 $5.13K <0.01% -124 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 219 $4.58K <0.01% +10 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 217 $4.54K <0.01% -283 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 210 $4.39K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $4.18K <0.01% -7 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 185 $3.87K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 181 $3.78K <0.01% -61 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 164 $3.42K <0.01% +25 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 159 $3.32K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 124 $2.59K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 122 $2.54K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 90 $1.88K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 80 $1.67K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 77 $1.61K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 61 $1.27K <0.01% +45 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 56 $1.17K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 53 $1.11K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 50 $1.05K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 44 $930 <0.01% +1 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 40 $830 <0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 38 $794 <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 37 $773 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 35 $732 <0.01% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 29 $606 <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 17 $360 <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 16 $335 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 16 $334 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15 $313 <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9 $188 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $112 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4 $84 <0.01% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.