BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,715,207 $1.21B 0.09% +46,993 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,143,208 $336M 0.02% +27,624 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,729,063 $271M 0.07% +60,321 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 784,655 $123M 0.02% -41,186 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 651,525 $102M 0.02% +37,509 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 498,344 $78.1M 0.09% -37,742 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 458,214 $71.8M 0.02% +57,292 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 448,911 $70.3M 0.02% -11,560 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 338,766 $57M 2.29% +6,043 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 350,260 $54.9M 0.79% +1,931 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 337,760 $52.9M 0.94% +4,207 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 305,467 $47.8M 0.05% -21,952 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 290,567 $45.5M 0.79% -8,825 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 275,480 $43.1M 0.5% 0 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 $35.6M 0 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 222,240 $34.8M 0.05% +98 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 221,977 $34.8M 0.2% -16,520 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 204,689 $32.1M 0.01% +13,658 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 187,448 $29.4M 0.02% +88,962 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 186,237 $29.2M 0.04% +1,235 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 184,610 $28.9M 0.01% +7,204 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 176,864 $27.7M 0.02% +35,437 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 164,017 $25.7M 0.03% +2,340 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 158,246 $24.8M 0.07% -3,057 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 150,872 $23.6M 0.06% +9,916 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 124,660 $19.5M 0.02% +1,287 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 116,248 $18.2M 0.12% +13,023 13F-HR Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 112,897 $17.7M 6.55% -4,715 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 107,895 $16.9M 5.76% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 105,798 $16.6M 0.02% +2,616 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 97,881 $15.3M 0.04% +13,904 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 90,156 $14.1M 0.26% +246 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 90,661 $14.1M 0.34% +26,260 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 89,123 $14M 11.71% -110 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 88,098 $13.8M 0.27% 13F-HR Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 83,675 $13.1M 3.94% -1,102 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 83,290 $13M <0.01% +1,706 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 82,325 $12.9M 0.31% +11,931 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 82,136 $12.9M 0.13% -16,001 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 78,491 $12.3M 0.02% -65,344 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 77,175 $12.1M 0.06% -17,074 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 77,108 $12.1M +6,024 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 75,167 $11.8M 0.21% +106 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 73,014 $11.4M 3.93% +5,299 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 $11.3M 1.56% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 69,625 $10.9M 0.7% +4,664 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 69,500 $10.9M 0.01% -120,500 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 64,600 $10.1M 0.08% 0 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 63,817 $10M 2.59% -4,897 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 58,613 $9.18M 0.41% +1,610 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 57,776 $9.05M 0.06% +1,587 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,669 $8.56M 0.05% +1,285 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 52,023 $8.15M 5.86% -959 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 46,017 $7.21M 2.28% +380 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,007 $6.89M 0.01% +28,822 13F-HR/A Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 43,596 $6.83M 1.09% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 43,083 $6.75M 0.32% +39,037 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,073 $6.75M 0.02% +3,048 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 42,879 $6.72M <0.01% +1,777 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 42,329 $6.63M 1.42% -2,705 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 41,477 $6.5M 0.81% +171 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40,289 $6.31M 0.02% +5,502 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 40,136 $6.29M 6.47% 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 39,736 $6.22M 1.91% +637 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 39,715 $6.22M 1.48% -16,647 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 34,102 $5.95M 0.69% +571 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 37,387 $5.86M 0.28% +1,792 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 36,875 $5.78M 0.01% -3,849 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 36,044 $5.65M 1.87% -754 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 36,012 $5.64M 0.16% +2,801 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,644 $5.27M 0.19% +1,803 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 33,288 $5.21M 1.27% +4,717 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. 31,425 $4.92M 0.09% -1,002 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 31,215 $4.89M 2.38% +13,794 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 30,994 $4.85M 0.98% +268 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,866 $4.83M 0.06% +4,950 13F-HR Timeline Group RM Financial Services, LLC More: the full row for RM Financial Services, LLC 30,598 $4.79M 4.25% 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 30,390 $4.76M 2.81% 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 30,288 $4.74M 0.17% +5,138 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 30,259 $4.74M 0.21% +3,269 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 30,084 $4.71M 0.3% -746 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 29,303 $4.59M 1.32% -16,949 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 29,158 $4.57M 0.66% +5,352 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 29,103 $4.56M 2.2% +29 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 29,088 $4.56M 2.33% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 26,092 $4.1M 0.01% +1,046 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 25,614 $4.01M 0.45% -519 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,348 $3.97M 0.03% +521 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 24,686 $3.87M 0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,582 $3.85M 0.08% +1,314 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24,339 $3.81M 0.4% -345 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 23,996 $3.76M 0.01% -8,332 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 23,838 $3.73M 0.22% -62 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 22,509 $3.53M 1% +1,676 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 22,320 $3.5M 1.15% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 21,821 $3.42M 0.03% +1,801 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 21,240 $3.33M 2.6% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 21,126 $3.31M 0.54% +2,008 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,796 $3.26M 0.01% -9,913 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,648 $3.23M +1,753 Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 20,295 $3.18M 0.73% +3,900 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 20,134 $3.15M 0.05% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 20,002 $3.13M 2.96% -1,512 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 17,802 $3.09M 0.42% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,879 $3.01M <0.01% +435 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,052 $2.99M 0.05% +553 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,542 $2.9M 0.1% +547 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 18,501 $2.9M 1.8% -3,200 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,412 $2.87M 0.02% +6,700 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,955 $2.81M 0.01% +916 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,926 $2.81M 0.02% 13F-HR/A Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 17,746 $2.78M 0.89% +2,274 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,665 $2.77M 0.22% +3,246 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,278 $2.71M <0.01% +693 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 14,841 $2.68M 1.81% +816 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 17,033 $2.67M 1.1% +2,023 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,619 $2.6M <0.01% +1,161 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 16,374 $2.56M 1.36% -4,654 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,333 $2.56M 0.22% +264 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,371 $2.56M 0.04% -175 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,296 $2.55M 0.58% -477 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,147 $2.53M <0.01% +40 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,023 $2.51M 0.06% +3,419 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,876 $2.49M 0.43% +184 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,394 $2.41M 0.01% +84 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,320 $2.4M 0.01% +269 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,000 $2.35M <0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,902 $2.33M 0.11% -1,054 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 14,669 $2.31M 1.49% -210 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,727 $2.31M <0.01% +1,414 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 14,653 $2.3M 0.66% +2,713 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,056 $2.2M 0.08% -302 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,954 $2.19M 0.14% -60 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,545 $2.12M 0.21% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,434 $2.1M 0.02% -831 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,393 $2.1M <0.01% -116 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,265 $2.08M <0.01% +58 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 13,178 $2.06M 0.04% +2,803 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,152 $2.06M 0.1% +4,917 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 12,676 $1.99M 1.55% +487 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,636 $1.98M <0.01% +804 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,351 $1.94M 0.05% +163 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,333 $1.93M 0.02% -1,252 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,249 $1.92M 0.36% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,591 $1.82M 0.06% +2,027 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,462 $1.8M 0.06% +952 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 9,895 $1.77M 0.23% +796 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,239 $1.76M 0.04% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,237 $1.76M 0.01% +61 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,189 $1.75M 0.03% +126 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,800 $1.69M 0.76% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,697 $1.68M 0.03% +971 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,416 $1.63M 0.02% +4,692 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,368 $1.62M 0.09% +135 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 10,354 $1.62M 0.19% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,341 $1.62M 0.96% +210 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,155 $1.59M 0.01% +55 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,138 $1.59M 0.83% -137 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,927 $1.55M 0.03% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,895 $1.55M 0.13% -1,079 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,840 $1.54M 0.12% +843 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,815 $1.54M 0.17% +1,408 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,782 $1.53M <0.01% +1,327 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,693 $1.52M 0.04% -414 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 9,565 $1.5M 0.87% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 9,318 $1.46M 0.41% +1,673 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,236 $1.45M 0.05% +1,750 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,135 $1.43M 0.05% +1,193 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,128 $1.43M 0.04% +37 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,052 $1.42M 0.02% +50 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,826 $1.38M 0.11% +3,213 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 8,634 $1.35M 0.36% -518 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,551 $1.34M 0.28% +663 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 8,534 $1.34M 0.35% +2,850 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,481 $1.33M <0.01% +60 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,467 $1.33M 0.19% +851 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,442 $1.32M 0.22% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,214 $1.29M 0.07% -721 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,182 $1.28M 0.31% -3,600 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,070 $1.26M <0.01% +458 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,047 $1.26M 0.33% +1,939 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,029 $1.26M 0.09% -10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,612 $1.19M 0.04% +1,149 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,323 $1.15M 0.16% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,072 $1.11M 0.01% +679 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,974 $1.09M 0.02% -49 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 5,999 $1.08M 0.56% -125 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 6,774 $1.06M 0.88% -67 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,732 $1.05M 0.08% -161 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,633 $1.04M 0.04% new 13F-HR Timeline Moors & Cabot, Inc. 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