BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,494,924 $1.06B 0.09% -175,293 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,055,670 $291M 0.02% +140,847 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,602,469 $227M 0.08% +149,910 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 779,522 $110M +7,239 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 612,384 $86.8M 0.02% -3,557 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 495,446 $70.2M 0.09% -3,968 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 439,523 $62.3M 0.02% -18,561 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 358,675 $50.8M 1.22% +11,909 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 360,983 $50.5M 2.36% +13,405 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 351,199 $49.8M 0.84% -13,896 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 303,284 $43M +30,660 Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 299,786 $42.5M 0.73% -29,223 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 289,831 $41.1M 0.29% -23,122 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 279,146 $39.6M 0.01% -23,238 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 275,480 $39M 0.53% +5,634 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 251,955 $35.7M 0.06% -27,705 13F-HR Timeline 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 $32.2M 0 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 206,410 $29.3M 0.05% +22,282 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 175,679 $24.9M +29,368 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 172,011 $24.4M 0.07% +2,391 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 168,169 $23.8M <0.01% -7,734 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 154,561 $21.9M 0.03% +40,660 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 148,100 $21M 0.07% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 140,393 $19.9M 0.03% +17,993 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 126,264 $17.9M 0.02% +2,888 13F-HR Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 122,762 $17.4M 7.07% -5,593 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 112,335 $15.9M 0.05% +14,379 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 108,584 $15.3M 0.01% +28,916 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 101,951 $14.4M 0.03% +186 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 91,662 $13M 0.53% +7,844 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 88,723 $12.6M 0.01% +35,228 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 88,576 $12.6M 11.39% -441 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 87,981 $12.5M 0.07% +10,082 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 87,141 $12.3M 4.75% -1,282 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 76,268 $10.8M 0.25% -700 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 74,131 $10.5M 4.7% +2,303 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 72,000 $10.2M 1.57% new 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 71,700 $10.2M 6.88% +1,165 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 67,742 $9.6M 0.08% +17,911 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 67,512 $9.57M 2.8% -641 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 60,715 $8.6M 0.18% +8,929 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 57,605 $8.16M 2.04% -2,555 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 57,344 $8.13M 0.58% -3,990 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 57,147 $8.1M 0.08% -2,966 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 55,717 $7.89M 3.05% +693 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,366 $7.56M 0.06% +1,892 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 52,694 $7.47M 2.5% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 52,112 $7.38M 0.54% -42 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 51,163 $7.25M 0.01% -5,214 13F-HR/A Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 49,400 $7M 0.04% +19,000 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 47,528 $6.73M 1.99% +1,091 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 46,899 $6.64M 0.72% new 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 45,044 $6.38M 1.49% -71 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 41,473 $6.1M 0.89% +848 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 39,803 $5.64M 0.27% +26,516 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38,989 $5.52M <0.01% +4,915 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 37,854 $5.36M 1.95% -1,791 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 35,661 $5.05M 0.83% +4,030 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 35,173 $4.98M <0.01% +4,299 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,917 $4.81M 0.2% -10,842 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 33,178 $4.7M -396 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 33,040 $4.68M 0.01% +436 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 31,829 $4.51M 0.01% +3,496 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 30,950 $4.39M 0.61% +5,670 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 30,323 $4.3M 1.06% +2,038 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,205 $4.28M 0.02% +25,228 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 30,166 $4.27M 0.31% +1,551 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 30,000 $4.25M <0.01% new 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 28,964 $4.1M 2.14% -151 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 27,654 $3.92M 0.14% +927 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 27,385 $3.88M 2.06% +40 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 25,973 $3.68M 0.08% +4,744 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,249 $3.58M 0.03% +1,814 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 25,063 $3.55M 2.37% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24,626 $3.49M 0.42% +1,218 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,187 $3.43M 0.08% -5,279 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 24,052 $3.41M 0.25% -187 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 23,863 $3.38M 0.01% +4,706 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23,610 $3.35M 0.41% +745 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,065 $3.27M 0.09% -334 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,090 $3.13M 0.15% +1,755 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 21,783 $3.09M 1.97% -2,472 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,717 $3.07M 0.01% -9,589 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,844 $2.81M <0.01% +3,294 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,553 $2.77M 0.01% +2,928 13F-HR/A Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,111 $2.71M 0.07% +21 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,469 $2.62M 0.03% +34 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,315 $2.6M 0.01% +7,594 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,891 $2.53M 0.06% -1,863 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,690 $2.51M 0.03% -353 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,612 $2.5M 0.06% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,537 $2.49M 0.05% +94 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,390 $2.46M 0.03% +3,019 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,365 $2.46M 0.11% +16,748 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,936 $2.4M 0.03% +1,394 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,900 $2.4M <0.01% +4,106 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,718 $2.37M 0.09% +1,333 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,455 $2.33M 0.6% +4,471 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 16,303 $2.31M 0.16% +977 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,176 $2.29M 0.01% -3,247 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,053 $2.27M 0.44% +73 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,972 $2.26M 0.01% +993 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,569 $2.21M 0.15% +3,426 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,450 $2.19M <0.01% new 13F-HR/A Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,418 $2.18M 0.01% -2,663 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,388 $2.18M 0.09% +922 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 15,238 $2.16M 1.53% +245 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,152 $2.15M <0.01% +1,987 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 15,080 $2.14M 0.06% +247 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,770 $2.06M 0.01% +423 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,221 $2.03M 0.83% +658 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,792 $1.95M 0.02% -3,567 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,650 $1.93M 0.2% +831 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,545 $1.92M 0.28% -4 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,446 $1.91M <0.01% +3,067 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,398 $1.9M <0.01% -1,182 13F-HR Timeline Group Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 13,546 $1.89M 0.64% -900 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,157 $1.86M 0.01% -5,014 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,597 $1.78M 0.17% +750 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,409 $1.76M 0.02% +660 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,139 $1.72M 0.08% +2,467 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 12,108 $1.71M 0.56% +152 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,845 $1.68M 0.05% +1,101 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 11,782 $1.67M 0.42% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,663 $1.65M 0.17% -9 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,422 $1.62M 0.01% -59 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,252 $1.59M 0.06% +112 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,239 $1.59M 0.04% 0 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,875 $1.54M 1.01% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,720 $1.52M <0.01% +1,101 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,588 $1.5M 0.26% +921 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,572 $1.5M 0.36% -1,497 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,572 $1.5M 0.03% +980 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 10,526 $1.49M 1% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,512 $1.49M 0.86% +79 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,496 $1.49M 0.1% +278 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,339 $1.46M -1,659 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,309 $1.46M 0.04% +2,219 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,215 $1.45M <0.01% +1,103 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,144 $1.44M 0.06% -694 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,960 $1.41M 0.03% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,750 $1.38M 0.01% +294 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,700 $1.37M 0.11% -1,147 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,533 $1.35M 0.04% +19 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,486 $1.34M 0.05% +36 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 9,352 $1.33M 0.39% -245 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 8,738 $1.25M 0.18% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,614 $1.22M 0.01% +8,564 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,582 $1.22M 0.23% +136 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,326 $1.18M 0.03% -576 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,326 $1.18M 0.1% +129 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,322 $1.18M 1.26% -1,091 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,170 $1.16M 0.13% +942 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,975 $1.13M 0.1% +741 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,965 $1.13M 0.08% -157 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,911 $1.12M 0.07% -178 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,774 $1.1M 0.02% -9,718 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,474 $1.06M 0.03% +342 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7,060 $1M 0.73% -1,095 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,925 $981K 0.04% +366 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,868 $973K <0.01% +1,049 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,715 $951K 0.27% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 6,704 $950K 0.31% -2,137 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,680 $946K 0.01% -1,283 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,626 $939K <0.01% -3,138 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,597 $935K <0.01% +1,644 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,421 $910K 0.04% -240 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 6,148 $901K 0.55% -7 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,281 $890K 0.44% -283 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,097 $864K 0.14% +1,526 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,012 $852K 0.03% +2,494 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,826 $851K 0.01% -454 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,000 $850K 0.11% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,963 $845K 0.1% +2,723 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,959 $844K 0.24% -1,831 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,885 $834K 0.69% +1,882 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,718 $810K 0.1% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,664 $803K <0.01% -194 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,658 $802K 0.42% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. 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