BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,418,832 $1.23B 0.09% -296,375 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,168,271 $359M 0.02% +25,063 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,966,860 $326M 0.09% +237,797 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 811,423 $134M +26,768 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 736,972 $122M 0.02% +85,447 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 557,207 $92.3M 0.02% +98,993 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 527,943 $87.5M 0.03% +79,032 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 491,329 $81.4M 0.09% -7,015 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 399,687 $66.2M 0.91% +49,427 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 352,527 $58.4M 0.06% +47,060 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 325,342 $57.4M 2.2% -13,424 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 332,632 $55.1M 0.79% +42,065 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 275,480 $45.6M 0.5% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 266,754 $44.2M 0.06% +44,514 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 $37.7M 0 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 228,497 $37.6M 0.02% +51,633 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 221,008 $36.6M 0.01% +16,319 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 216,231 $35.8M 0.2% -5,746 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 203,720 $33.8M 0.05% +17,483 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 200,967 $33.3M 0.01% +16,357 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 189,390 $31.4M 0.08% +31,144 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 167,775 $27.8M +90,667 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 164,314 $27.2M 0.04% +297 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 156,035 $25.9M 1.99% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 144,228 $23.9M 0.01% -43,220 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 140,713 $23.3M 0.02% +16,053 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 125,622 $21.3M 0.37% +35,466 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 128,577 $21.3M 0.06% -22,295 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 128,625 $20.2M 0.13% +12,377 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 117,227 $19.4M 0.02% +11,429 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 115,401 $19.1M 0.09% +38,226 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 114,217 $18.9M 0.1% +56,441 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 111,812 $18.5M 0.05% +13,931 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 107,024 $17.7M 6.14% -871 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 105,875 $17.5M 6.51% -7,022 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 105,218 $17.4M 0.02% +26,727 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 95,064 $15.8M 0.53% +4,403 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 91,168 $15.1M 0.35% +8,843 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 87,776 $14.5M 12.49% -1,347 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 85,918 $14.2M 0.31% -2,180 13F-HR Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 85,436 $14.2M 4.11% +1,761 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 83,226 $13.8M <0.01% -64 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 79,823 $13.2M 1.81% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 75,488 $12.5M 0.23% +321 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 $11.9M 1.51% 0 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 70,963 $11.8M 4.26% -2,051 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 70,503 $11.7M 0.75% +878 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 68,974 $11.4M 0.02% +68,211 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 63,571 $10.5M 2.69% -246 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 61,794 $10.2M 0.05% +7,125 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 60,323 $10M 0.44% +1,710 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 52,820 $8.75M 0.03% +9,747 13F-HR/A Timeline Madrid Financial Services More: the full row for Madrid Financial Services 51,610 $8.55M 5.05% -413 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 50,424 $8.07M <0.01% +7,545 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 47,574 $7.88M 0.01% +3,567 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 46,596 $7.72M 2.41% +579 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 43,888 $7.27M 1.06% +14,730 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 43,586 $7.22M 1.12% -10 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 43,266 $7.17M 1.64% +9,978 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 43,042 $7.13M 3.33% +11,827 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 42,646 $7.12M 0.38% -437 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 41,978 $6.96M 0.8% +501 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 41,858 $6.94M 0.2% +5,846 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 41,538 $6.88M 1.18% -791 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 41,431 $6.86M 0.02% +1,142 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 41,377 $6.86M 6.54% +1,241 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 40,979 $6.79M 1.45% +1,243 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 40,413 $6.7M 0.24% +6,769 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 39,771 $6.59M 1.51% +56 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 35,655 $5.91M 0.57% new 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 35,574 $5.89M 5.08% +4,976 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 34,932 $5.79M 1.88% -1,112 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 34,879 $5.78M 0.01% -1,996 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 34,596 $5.73M 0.69% +494 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. 34,475 $5.71M 0.1% +3,050 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 34,448 $5.71M 0.25% -2,939 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 33,127 $5.49M 3.2% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,496 $5.38M 0.29% +2,237 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 31,625 $5.24M 1.56% +2,322 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 31,136 $5.16M 0.19% +848 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 30,745 $5.09M 0.01% +6,749 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30,419 $5.04M 0.08% +5,837 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 29,610 $4.91M 3.12% -780 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 29,493 $4.89M 0.06% -1,373 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 29,484 $4.89M 2.37% +381 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29,320 $4.86M 0.3% -764 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 29,186 $4.84M 2.55% +98 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,159 $4.83M <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26,267 $4.35M 0.49% +653 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 25,544 $4.23M 1.41% +3,224 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 25,310 $4.19M 0.29% new 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 24,793 $4.11M 1.7% +7,760 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 24,694 $4.09M 2.56% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24,346 $4.03M 0.44% +7 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 24,257 $4.02M 0.03% +2,436 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,122 $4M 0.03% -1,226 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 23,983 $3.97M 0.22% +145 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,594 $3.91M 0.01% -1,092 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 23,369 $3.87M 0.8% -7,625 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 23,011 $3.82M 0.06% +3,959 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 21,734 $3.6M +1,086 Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 20,987 $3.48M 0.58% -139 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 20,935 $3.47M 0.8% +640 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 20,893 $3.46M 0.04% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 20,688 $3.43M 0.27% +3,023 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 20,558 $3.41M <0.01% +3,280 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 20,221 $3.35M 0.02% +1,809 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 19,978 $3.31M 3.32% -24 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 19,896 $3.3M 2.48% -1,344 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 19,810 $3.28M 0.99% +17,885 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,621 $3.25M 0.24% new 13F-HR/A Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 18,838 $3.23M 0.36% +1,036 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,393 $3.21M 0.01% -1,403 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 19,349 $3.21M 0.11% +807 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,258 $3.19M 0.12% +6,106 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,186 $3.18M 0.05% -948 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,737 $3.1M <0.01% +5,472 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,705 $3.1M 0.01% +750 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18,659 $3.08M 0.96% +913 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 18,500 $3.07M <0.01% +12,400 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,496 $3.06M <0.01% -7,596 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,113 $3M <0.01% +1,494 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,568 $2.92M 0.02% -358 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,153 $2.84M 0.06% +1,130 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,088 $2.83M 0.02% +14,495 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 16,999 $2.82M <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,691 $2.77M 0.03% +320 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,477 $2.73M <0.01% +1,750 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,302 $2.7M <0.01% +155 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 16,142 $2.67M 1.44% -232 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 16,076 $2.66M 1.8% -2,425 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,052 $2.66M 0.64% -244 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,884 $2.63M 0.12% +982 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,879 $2.63M 0.46% +3 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,156 $2.57M 0.01% -164 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,702 $2.44M 0.08% +3,111 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,433 $2.42M 0.19% +100 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 14,579 $2.42M 1.57% -90 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,402 $2.39M 0.08% +346 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,261 $2.36M 0.01% -1,133 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,545 $2.24M 0.23% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,529 $2.24M <0.01% +136 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 13,094 $2.19M 0.04% -84 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 13,145 $2.18M 1.86% +469 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,964 $2.15M 0.01% +1,727 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,785 $2.12M <0.01% +149 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,631 $2.09M <0.01% +2,849 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,569 $2.08M 0.13% -1,385 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,312 $2.04M 0.08% +3,076 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,113 $2.01M 0.25% -136 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,641 $1.93M 0.05% +179 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,576 $1.92M 0.03% +387 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,556 $1.91M 0.09% +7,435 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,233 $1.91M <0.01% -6,646 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,535 $1.86M 0.8% -265 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,239 $1.86M 0.04% 0 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,023 $1.83M 0.19% +1,208 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 10,957 $1.83M 1.07% +9,065 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,826 $1.8M 0.02% +410 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,704 $1.77M 0.03% +1,652 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,165 $1.68M 0.05% +1,030 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,155 $1.68M 0.01% 0 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,143 $1.68M 1.04% -198 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,133 $1.68M 0.98% -5 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,134 $1.68M 0.09% -234 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,109 $1.68M 0.42% +791 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,106 $1.67M 0.04% +179 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,073 $1.67M 0.13% +233 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 9,994 $1.66M 0.22% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,906 $1.64M 0.13% +11 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,875 $1.64M +3,523 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,772 $1.62M 0.01% -2,561 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,720 $1.61M 0.03% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 9,581 $1.59M 0.94% +16 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 9,477 $1.57M 0.32% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,474 $1.57M 0.06% +4,694 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,461 $1.57M 0.05% -232 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,456 $1.57M 0.11% +2,724 13F-HR Timeline Northstar Financial Companies, Inc. 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