BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,668,214 $1.19B 0.09% +173,290 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,115,584 $329M 0.02% +59,914 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,668,742 $259M 0.08% +66,273 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 825,841 $128M 0.03% +46,319 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 614,016 $95.4M 0.02% +1,632 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 536,086 $83.3M 0.09% +40,640 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 460,471 $71.6M 0.02% +20,948 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 400,922 $62.3M 0.01% +121,776 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 348,329 $54.1M 0.81% -2,870 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 333,553 $51.9M 1.1% -25,122 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 332,723 $51.7M 2.23% -28,260 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 327,419 $50.9M 0.06% +75,464 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 299,392 $46.5M 0.64% -394 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 275,480 $42.8M 0.57% 0 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 246,697 $38.3M 0.12% +98,597 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 238,497 $37.1M 0.23% -51,334 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 $35.2M 0 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 222,142 $33.4M 0.05% +15,732 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 191,031 $29.7M +15,352 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 190,000 $29.5M 0.02% +160,000 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 185,002 $28.8M 0.04% +30,441 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 177,406 $27.6M <0.01% +9,237 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 161,677 $25.1M 0.03% +21,284 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 161,303 $25.1M 0.07% -10,708 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 143,835 $22.4M 0.04% +92,672 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 140,956 $21.9M 0.06% +28,621 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 141,427 $21.6M 0.01% +32,843 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 123,373 $19.2M 0.02% -2,891 13F-HR Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 117,612 $18.3M 6.95% -5,150 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 103,225 $16M 0.12% +35,483 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 103,182 $16M 0.03% +1,231 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 98,486 $15.3M 0.01% +9,763 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 98,137 $15.3M 0.18% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 94,249 $14.7M 0.07% +6,268 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 89,910 $14M 0.28% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 89,233 $13.9M 11.92% +657 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 84,777 $13.2M 4.62% -2,364 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 83,977 $13.1M 0.03% +52,148 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 83,234 $12.9M 3.02% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 81,584 $12.7M <0.01% +46,411 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 75,061 $11.7M 0.24% -1,207 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 $11.2M 1.63% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 71,084 $11M -232,200 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 70,394 $10.9M 0.28% +47,329 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 68,714 $10.7M 2.53% +1,202 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 67,715 $10.5M 3.89% -6,416 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 64,961 $10.1M 0.67% +7,617 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 64,600 $10M 0.07% +15,200 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 64,401 $10M 0.19% +3,686 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 57,003 $8.86M 0.44% +4,891 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 56,362 $8.76M 2.02% -1,243 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 56,189 $8.73M 0.07% -958 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,384 $8.3M 0.05% +18 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 52,982 $8.24M 5.15% -18,718 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 46,252 $7.19M 2.07% -1,276 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 45,637 $7.09M 2.31% -7,057 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 45,034 $7M 1.49% -10 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 43,439 $6.75M 4.65% 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 41,306 $6.42M 0.85% -167 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 41,102 $6.39M <0.01% +2,113 13F-HR/A Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 40,724 $6.33M 0.01% +20,880 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 40,025 $6.22M 0.03% +9,820 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 39,099 $6.08M 1.43% -16,618 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 36,798 $5.72M 1.93% -1,056 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,595 $5.53M 0.24% -4,208 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 34,787 $5.41M 0.02% +13,070 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 33,531 $5.21M 0.65% +2,581 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 33,211 $5.16M 0.17% +5,557 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. 32,427 $5.04M 0.1% +6,454 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,328 $5.03M 0.01% -712 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 31,841 $4.95M 0.19% -2,076 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 30,830 $4.79M 0.32% +664 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 30,726 $4.78M 1.04% +403 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,709 $4.77M 0.01% +12,394 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 30,561 $4.75M 0.6% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 30,158 $4.69M 0.8% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 29,074 $4.52M 2.18% +110 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 28,571 $4.44M 1.15% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,990 $4.2M 0.18% +4,900 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26,133 $4.06M 0.46% +2,523 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,916 $4.03M 0.05% +8,526 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 25,150 $3.91M 0.15% +15,006 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 25,046 $3.89M 0.01% +1,183 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,827 $3.86M 0.03% -422 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24,684 $3.84M 0.42% +58 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 23,900 $3.72M 0.25% -152 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 23,806 $3.7M 0.55% -11,855 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,268 $3.62M 0.08% +5,377 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 21,701 $3.37M 2.18% -5,684 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 21,514 $3.34M 3.2% 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 21,028 $3.27M 1.96% -755 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 20,833 $3.24M 0.94% +14,129 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 20,134 $3.13M 0.07% +1,023 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,020 $3.11M 0.03% +3,084 13F-HR/A Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 19,118 $2.97M 0.49% +8,530 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,895 $2.94M -14,283 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,499 $2.88M 0.05% +962 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,514 $2.88M 0.11% +1,149 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,360 $2.86M 0.03% -109 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 17,995 $2.8M 0.1% +1,277 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,444 $2.76M <0.01% +544 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 17,421 $2.71M 1.52% +11,941 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,188 $2.67M 0.08% +2,108 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,039 $2.65M 0.01% +1,067 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,773 $2.61M 0.65% +318 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,585 $2.58M <0.01% +3,139 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,546 $2.57M 0.03% -1,144 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 16,395 $2.55M 0.58% +12,740 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,107 $2.5M 0.01% -69 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,956 $2.48M 0.12% +387 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,692 $2.44M 0.44% -361 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15,472 $2.41M 0.85% +1,251 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,458 $2.4M <0.01% +306 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,310 $2.38M 0.01% -108 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,185 $2.36M <0.01% -4,368 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,051 $2.34M 0.02% +281 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 15,010 $2.33M 0.98% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 14,879 $2.31M 1.51% -359 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,419 $2.24M 0.19% +1,822 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,358 $2.23M 0.09% -1,030 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 14,265 $2.22M 0.02% +1,856 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,069 $2.21M 0.2% +419 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,014 $2.18M 0.14% -2,289 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 14,025 $2.18M 1.61% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,585 $2.11M 0.02% -207 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,545 $2.11M 0.28% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,509 $2.1M <0.01% +111 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,313 $2.07M 0.01% +156 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,207 $2.05M <0.01% +2,487 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,604 $1.96M 0.05% +759 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 12,189 $1.89M 1.54% +7,238 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 11,940 $1.85M 0.52% -168 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,832 $1.84M <0.01% +1,617 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 11,782 $1.83M 0.45% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,712 $1.83M 0.01% +1,962 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,239 $1.75M 0.04% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,176 $1.74M 0.01% -246 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,063 $1.72M +724 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,063 $1.72M 0.04% +754 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,974 $1.71M 0.15% -689 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,758 $1.67M 0.07% -1,381 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,510 $1.63M 0.05% +1,024 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,375 $1.61M 0.03% -197 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,275 $1.6M 0.86% -237 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,233 $1.59M 0.1% -263 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,131 $1.57M 0.95% -744 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,107 $1.57M 0.05% -1,145 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,100 $1.57M 0.01% +1,486 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,927 $1.54M 0.03% -33 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,726 $1.51M 0.03% -7,886 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,564 $1.49M 0.05% +3,552 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 9,099 $1.45M 0.19% +361 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 9,152 $1.42M 0.39% -200 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 9,120 $1.42M 1.38% +798 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,091 $1.41M 0.04% -442 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,002 $1.4M 0.02% +1,228 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,997 $1.4M 0.11% +1,022 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,935 $1.39M 0.14% +765 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,455 $1.31M <0.01% +1,829 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,442 $1.31M 0.23% -140 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,421 $1.31M <0.01% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,407 $1.31M 0.15% +2,444 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,235 $1.28M 0.07% +324 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,039 $1.25M 0.1% -287 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,942 $1.23M 0.04% +468 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,888 $1.23M 0.27% -2,684 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,645 $1.19M 0.35% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,616 $1.18M 0.18% +1,519 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,612 $1.18M <0.01% +744 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,486 $1.16M 0.04% +561 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,023 $1.09M 0.02% -1,303 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,989 $1.09M 0.3% +274 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,893 $1.07M 0.07% -1,072 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 6,841 $1.06M 0.87% +956 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,463 $1M 0.04% +4,197 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,393 $994K 0.01% -287 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6,320 $982K 0.69% -740 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,254 $972K 0.37% +809 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,168 $959K 0.07% +515 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,147 $956K 0.4% -134 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 6,126 $952K 0.96% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 6,124 $952K 0.53% -24 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,108 $949K 0.25% +4,407 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,048 $940K 0.07% +576 13F-HR Timeline Moors & Cabot, Inc. 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