BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 290,903 $16.5M <0.01% -14,998 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 214,523 $12.1M <0.01% +760 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 121,950 $6.9M <0.01% -17,345 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 101,328 $5.74M <0.01% +8,743 13F-HR/A Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 97,185 $5.5M 0.17% +4,174 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 91,155 $5.16M <0.01% -633 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 90,121 $5.1M <0.01% +22,666 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 60,692 $3.44M 0.95% -1,737 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 59,125 $3.35M <0.01% +3,764 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 57,864 $3.28M 0.81% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 51,467 $2.91M <0.01% +15,748 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,242 $2.16M <0.01% -2,125 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 37,402 $2.12M <0.01% +4,425 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 34,984 $1.98M 1.05% -11,520 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 33,806 $1.91M <0.01% +2,021 13F-HR Timeline Group LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 27,569 $1.56M 0.99% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 25,300 $1.43M 0.08% 0 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 24,787 $1.4M -1,059 Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 22,011 $1.25M 0.6% -70 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,567 $1.22M <0.01% +266 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 20,569 $1.16M 0.05% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 18,000 $1.02M 0.22% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,906 $900K <0.01% +1,133 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 14,102 $847K 0.24% +2,500 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 14,358 $813K 0.08% -226 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,368 $757K 0.05% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 13,043 $738K 0.23% -400 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 12,749 $722K 0.08% -86 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 12,718 $720K 0.3% -90 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,270 $695K 0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,704 $663K <0.01% +1,524 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 11,501 $651K 0.01% +100 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,949 $620K 0.01% +244 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 9,511 $600K 0.53% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,225 $579K 0.1% 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 9,871 $559K 0.03% +4,196 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,781 $554K <0.01% +74 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,428 $534K 0.07% +321 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,312 $527K <0.01% -1,447 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,478 $480K <0.01% -351 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,500 $425K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,206 $408K <0.01% -312 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,279 $395K 0.15% -315 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,128 $377K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,614 $374K 0.01% +6 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,528 $370K 0.05% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 6,042 $342K 0.14% -35 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,805 $329K <0.01% -281 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,550 $314K <0.01% -200 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,518 $312K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,455 $309K <0.01% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 5,418 $307K 0.14% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,258 $298K <0.01% +782 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 5,230 $296K 0.01% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,025 $291K 0.06% +620 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,025 $284K <0.01% +1,652 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,919 $278K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,862 $275K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,860 $275K <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,524 $256K <0.01% -1,378 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,136 $247K <0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,276 $242K 0.23% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,269 $242K <0.01% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 4,000 $226K 0.08% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,537 $222K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,612 $204K 0.01% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,600 $204K <0.01% new 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,585 $203K 0.12% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,583 $203K 0.01% -2,410 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,482 $197K <0.01% -398 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,401 $193K <0.01% 0 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,150 $178K 0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,111 $176K 0.03% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,649 $150K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,184 $124K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,450 $82.1K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,305 $73.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,195 $67.6K <0.01% +325 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,170 $66.2K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 876 $49.6K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 780 $44.2K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 750 $42.5K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 735 $41.6K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 600 $34K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 500 $28.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 505 $28.6K <0.01% -52 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 468 $26.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 450 $25.5K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 363 $20.5K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 298 $16.9K <0.01% +297 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 273 $15.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 219 $12.4K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 203 $11.5K 0.01% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 150 $8.49K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 129 $7.3K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 120 $6.79K <0.01% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 117 $6.65K 0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 92 $5.21K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 63 $3.57K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 62 $3.51K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 57 $3.23K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 48 $2.72K <0.01% -299 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33 $1.87K <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 26 $1.45K <0.01% 13F-HR Timeline