BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,767,639 $1.37B 0.09% +348,807 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,235,301 $395M 0.02% +67,030 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,960,617 $346M 0.08% -6,243 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 799,144 $141M -12,279 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 749,896 $132M 0.02% +12,924 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 657,165 $116M 0.02% +99,958 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 594,361 $105M 0.03% +66,418 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 480,274 $84.8M 0.08% -11,055 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 368,675 $65.1M 0.06% +16,148 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 340,582 $60.2M 2.18% +15,240 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 336,790 $59.5M 0.95% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 329,916 $58.3M 0.73% -2,716 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 284,558 $50.3M 0.06% +17,804 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 265,171 $45.5M 0.02% +36,674 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 256,977 $45.4M 0.31% -18,503 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 241,110 $42.6M 0.01% +20,102 13F-HR Timeline Group Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 227,349 $40.2M 0 Timeline MAI Capital Management More: the full row for MAI Capital Management 213,597 $37.7M 0.14% -2,634 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 210,373 $37.2M 0.05% +6,653 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 205,124 $36.2M 0.01% +4,157 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 196,588 $34.7M 0.41% +70,966 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 193,028 $34.1M 0.07% +64,451 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 178,095 $31.5M +10,320 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 167,452 $29.6M 0.04% +3,138 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 165,737 $29.3M 0.07% -23,653 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 141,541 $25M 0.15% +12,916 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 140,041 $24.7M 0.05% +28,229 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 136,776 $24.2M 0.02% -3,937 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 130,700 $23.1M 0.11% +16,483 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 129,192 $22.8M 0.27% -270,495 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 122,237 $21.6M 0.02% +5,010 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 117,811 $20.8M 0.44% +26,643 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 117,602 $20.8M 5.19% +32,166 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 106,281 $18.8M 0.03% +1,063 13F-HR/A Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 104,831 $18.5M 6.21% -1,044 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 99,504 $17.6M 0.3% +4,440 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 90,938 $16.1M 0.03% +21,964 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 85,918 $15.2M 0.28% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 83,264 $14.7M <0.01% +38 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 80,005 $14.1M 0.01% +79,990 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 75,106 $13.3M 0.06% -40,295 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 75,032 $13.3M 0.21% -456 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 74,041 $13.1M 0.01% -70,187 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 73,622 $13M 0.75% +3,119 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 70,753 $12.5M 4.09% -210 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 63,635 $11.2M 2.24% +64 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 60,669 $10.7M 0.05% -1,125 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61,770 $10.7M <0.01% +11,346 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 59,748 $10.6M 3.98% +16,706 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59,745 $10.6M 0.03% +6,925 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 59,538 $10.5M 0.4% -785 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 55,691 $9.84M 5.21% +4,081 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 51,507 $9.1M 1.77% +8,241 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 50,965 $9M 1.14% +7,077 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 49,295 $8.71M 7.27% -38,481 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,221 $7.81M 0.01% -3,353 13F-HR Timeline Group RM Financial Services, LLC More: the full row for RM Financial Services, LLC 43,117 $7.62M 5.66% +7,543 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 43,045 $7.6M 1.16% +1,507 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 41,823 $7.39M 0.02% +392 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 41,759 $7.38M 6.3% +382 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 40,840 $7.21M 0.19% -1,018 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 40,283 $7.12M 1.44% -696 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 39,627 $7M 1.29% -144 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 38,631 $6.82M 0.22% -1,782 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 38,592 $6.76M 0.65% -3,386 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 37,600 $6.65M 0.32% -5,046 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 36,515 $6.45M 0.91% -7,071 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 36,156 $6.39M 1.89% +1,224 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 35,963 $6.35M 1.76% +4,338 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 34,401 $6.08M 0.1% -74 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,232 $5.87M 0.19% +2,096 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 33,091 $5.85M 0.59% -1,505 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 32,690 $5.77M 0.22% -1,758 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32,372 $5.72M 0.27% +3,052 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,921 $5.64M 0.08% +1,502 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 30,787 $5.44M 2.24% +1,303 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 29,380 $5.42M 2.82% -230 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 30,564 $5.4M 0.3% +5,254 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 29,829 $5.27M 0.03% +5,707 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 29,237 $5.16M 0.21% -3,259 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 28,938 $5.11M 1.82% +4,145 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,764 $5.08M 0.05% -729 13F-HR Timeline Group FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 28,402 $5.02M 2.39% -4,725 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,180 $4.98M <0.01% +22,526 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 27,881 $4.93M 1.28% +2,337 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 27,678 $4.89M 0.49% +1,411 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 26,636 $4.71M 0.54% +24,668 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 25,836 $4.56M 0.03% +1,579 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 25,270 $4.46M <0.01% -9,609 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 24,979 $4.41M 2.98% +5,083 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 24,324 $4.3M 0.01% +730 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,319 $4.3M 0.05% +7,628 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 24,125 $4.26M 0.01% -6,620 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 23,870 $4.22M 0.2% -113 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 23,827 $4.21M 0.75% +458 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 23,723 $4.19M 0.38% -623 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,646 $4.17M 0.02% +3,425 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 23,367 $4.13M 0.06% +356 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 22,817 $4.03M 1.7% -6,369 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 22,182 $3.92M 0.24% +1,494 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,264 $3.9M 0.42% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 21,911 $3.87M 0.6% +924 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 21,781 $3.85M +47 Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 21,194 $3.72M 2.48% -3,500 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,019 $3.71M 0.01% +2,314 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 20,957 $3.7M 1.09% +1,147 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,934 $3.7M 0.12% +1,676 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 20,642 $3.65M 0.05% +1,456 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 20,490 $3.62M <0.01% +1,753 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,458 $3.61M 0.07% +3,305 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 20,353 $3.6M 3.03% +375 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 20,035 $3.54M 0.11% +686 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19,890 $3.51M <0.01% +6,361 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,327 $3.41M +9,452 Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 19,199 $3.4M 0.9% +540 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 19,739 $3.39M 0.36% +901 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,148 $3.38M <0.01% +2,671 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 18,729 $3.31M 0.98% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,568 $3.28M <0.01% -1,990 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,084 $3.19M <0.01% -412 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 18,080 $3.19M 0.02% +512 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,691 $3.13M 0.13% +6,135 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,557 $2.92M 0.63% +505 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,233 $2.87M 0.11% +349 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,173 $2.86M 0.09% +1,471 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 16,076 $2.84M 1.47% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,910 $2.81M 0.43% +31 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,691 $2.77M <0.01% -611 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,657 $2.77M 0.04% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,458 $2.74M 0.01% +302 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 15,310 $2.7M 0.67% +7,691 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 15,034 $2.66M 1.53% +455 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,952 $2.64M 0.01% +9,990 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 15,694 $2.63M 1.38% +4,737 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,631 $2.59M 0.01% +4,859 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,624 $2.58M <0.01% +1,839 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,502 $2.56M <0.01% +1,871 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,472 $2.56M 0.08% +70 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,462 $2.55M <0.01% new 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 14,382 $2.54M 1.26% -1,760 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,630 $2.5M 0.19% +197 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,047 $2.48M <0.01% -15,112 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,545 $2.39M 0.28% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 13,114 $2.32M 1.66% -31 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 13,094 $2.31M 0.04% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,076 $2.31M 0.03% +2,372 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,000 $2.27M <0.01% +1,767 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,622 $2.23M 0.13% +53 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,617 $2.23M 0.01% -347 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,091 $2.14M 0.32% -22 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,082 $2.13M <0.01% +2,761 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,557 $2.04M 0.18% +534 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,477 $2.03M 0.06% -835 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,343 $2M 0.03% -233 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,239 $1.99M 0.04% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,156 $1.97M <0.01% -6,957 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 11,038 $1.95M 0.43% +929 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 10,733 $1.9M 1.28% +1,313 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,419 $1.84M 0.12% +346 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 10,278 $1.82M 1.16% +4,667 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,254 $1.81M <0.01% +4,596 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 10,249 $1.81M 0.01% +6,125 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,199 $1.8M 0.05% +34 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,155 $1.79M 0.01% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,106 $1.79M 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,098 $1.78M 0.05% -1,543 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,042 $1.77M 0.12% +136 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,027 $1.77M 0.82% -106 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,967 $1.76M 0.09% -167 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,927 $1.75M 0.05% +991 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 9,887 $1.75M 0.91% -256 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,857 $1.74M 0.67% -678 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 9,494 $1.68M 0.86% -87 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,500 $1.68M <0.01% -9,000 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 9,477 $1.67M 0.21% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,466 $1.67M 0.06% +1,692 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,358 $1.65M 0.04% -103 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 9,225 $1.62M 1.04% 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,927 $1.58M 0.33% -72 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8,890 $1.57M 0.87% +1,370 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,840 $1.56M 0.35% +82 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,614 $1.52M 0.26% +119 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,608 $1.52M <0.01% -806 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,604 $1.52M 0.08% +2,491 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,582 $1.52M 0.04% +136 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,581 $1.52M 0.1% -875 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,542 $1.51M 0.08% +1,828 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,525 $1.51M 0.02% +35 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,472 $1.5M 0.08% +4,819 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,427 $1.5M 0.09% +2,201 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,390 $1.48M 0.06% +721 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 8,359 $1.48M 0.35% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,270 $1.46M 0.19% +367 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,140 $1.44M 0.09% +47 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,070 $1.43M 0.04% +1,125 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,934 $1.41M +4,139 Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,602 $1.34M 0.31% -1,556 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,352 $1.3M 0.01% -135 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,220 $1.28M 0.02% +112 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,115 $1.26M 0.17% new 13F-HR Timeline