Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 25,174,272 $589M +2,220,282 Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,925,998 $68.4M 2.6% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,895,014 $67.7M <0.01% -281,097 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,350,046 $55M 0.01% +176,779 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,987,172 $46.5M <0.01% -90,356 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,773,508 $41.5M 0.03% -779,629 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,358,402 $31.8M 0.01% +136,451 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,044,058 $24.4M <0.01% +23,423 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,025,147 $24M 0.01% +17,457 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 935,500 $21.9M 0.08% +170,000 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 841,638 $19.7M <0.01% -20,819 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 743,516 $17.4M 0.03% +12,578 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 709,567 $16.6M <0.01% +163,562 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 571,395 $13.4M 0.02% -4,970 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 550,560 $12.9M 0.77% +32,039 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 522,188 $12.2M <0.01% +148,573 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 507,868 $11.9M 0.32% +446,920 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 460,425 $10.8M 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 457,575 $10.7M 0.02% +59,825 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 269,519 $6.3M 3.18% -121 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 257,387 $6.02M <0.01% +16,288 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 225,495 $5.27M 0.01% +206,825 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 212,495 $4.97M 1.09% +70,281 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,390 $4.97M <0.01% -172,691 13F-HR/A Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 204,934 $4.79M 1.25% -3,730 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 199,913 $4.68M 0.01% +4,712 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 195,013 $4.56M 0.04% -22,270 13F-HR/A Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 176,174 $4.12M 2.25% +78,702 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 175,159 $4.1M 0.26% +1,760 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 155,611 $3.64M 0.21% -11,039 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 140,030 $3.28M 4.2% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 135,762 $3.22M 0.01% -156,315 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 125,441 $2.93M <0.01% +90,608 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 122,915 $2.87M 0.04% 0 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 117,452 $2.75M 0.09% +18,400 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 116,415 $2.72M 0.21% -1,084 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 105,259 $2.46M <0.01% -10,074 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 103,445 $2.42M 0.15% +25,155 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 91,615 $2.14M <0.01% -364 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 91,016 $2.13M 1.02% +51,465 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 87,212 $2.04M 0.15% +13 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 82,512 $1.93M 0.02% -10,529 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 88,509 $1.92M 0.23% -22,355 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 80,754 $1.89M 0.01% -2,910 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 80,353 $1.88M 0.03% -8,233 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 75,627 $1.77M <0.01% -142,413 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 66,036 $1.54M 0.34% +207 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,540 $1.42M 0.01% +4,484 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 57,960 $1.36M 0.06% +38,057 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 55,600 $1.3M 0.07% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 54,017 $1.27M 0.27% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 53,229 $1.25M 0.49% +200 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 50,614 $1.18M 0.01% -2,041 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,335 $1.18M 0.01% -140 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 47,306 $1.11M 0.03% +8,665 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 41,063 $960K 0.13% +50 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,861 $956K <0.01% +4,622 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,516 $948K <0.01% +2,647 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,515 $901K <0.01% +933 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 37,307 $873K 0.53% +2,580 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 35,082 $821K 0.03% +744 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 32,840 $768K <0.01% -879 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 32,180 $753K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31,982 $748K <0.01% -430 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 29,460 $689K <0.01% +2,341 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 28,963 $677K 0.15% +83 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28,093 $657K 0.32% +177 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 26,771 $626K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,910 $583K <0.01% -5,480 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 23,679 $554K <0.01% -5,880 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 22,506 $526K 0.2% -612 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,121 $517K <0.01% +5,833 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,096 $517K <0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21,512 $503K 0.01% -3,745 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 20,760 $486K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 20,107 $470K 0.13% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 18,217 $426K 0.06% -1,497 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,598 $412K <0.01% +15,656 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,906 $395K 0.05% -172 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,746 $392K 0.01% +2,530 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,373 $383K <0.01% +3,317 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,161 $378K <0.01% -307 13F-HR/A Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,779 $369K 0.1% +210 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,580 $364K <0.01% +2,547 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 15,248 $357K 0.22% +56 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14,226 $333K 0.02% +14 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,980 $327K 0.01% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 13,083 $306K 0.06% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,930 $302K 0.01% +11,968 13F-HR Timeline American Trust More: the full row for American Trust 12,925 $302K 0.03% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,588 $294K <0.01% -2,614 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,385 $293K 0.05% +2,116 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,020 $281K 0.01% new 13F-HR Timeline Efficient Frontier Advisors LLC More: the full row for Efficient Frontier Advisors LLC 11,492 $269K 0.17% +77 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,763 $252K 0.07% +416 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,655 $249K 0.01% -1,477 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,643 $249K <0.01% +928 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,171 $238K 0.01% +1 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,586 $224K 0.01% +2 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,404 $220K <0.01% -488 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,305 $218K 0.01% -853 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,278 $217K <0.01% -164,160 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 9,074 $212K 0.03% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,643 $202K 0.05% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,535 $200K 0.02% +3,427 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,524 $199K <0.01% +1,894 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,167 $191K 0.01% +7,856 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,913 $185K 0.01% +21 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,474 $175K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,427 $150K 0.01% +201 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,372 $149K <0.01% +12 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,682 $133K <0.01% +1,892 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,334 $125K 0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,320 $101K <0.01% -78 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,160 $97K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,101 $95.9K <0.01% +638 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,840 $89.8K <0.01% +1,455 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,641 $85.2K <0.01% -1,575 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,308 $77.4K <0.01% -1,436 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,119 $73K <0.01% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,513 $58.8K <0.01% -12 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,256 $52.8K 0.01% +940 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,077 $48.6K 0.01% +1,228 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,015 $47.1K <0.01% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,821 $42.6K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,705 $40.8K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,711 $40K <0.01% -39 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,613 $37.7K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,281 $30K <0.01% +272 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,104 $25.8K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 959 $22.4K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 804 $18.8K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 750 $17.5K <0.01% +405 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 748 $17.5K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 681 $15.9K <0.01% +4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 660 $15.4K <0.01% +54 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 609 $14.2K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 585 $13.7K <0.01% +2 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 541 $12.7K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 540 $12.6K <0.01% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 548 $12K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 505 $11.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 504 $11.8K <0.01% +502 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 465 $10.9K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 445 $10.4K <0.01% -1 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 433 $10.1K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 408 $9.54K <0.01% -1,434 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 380 $8.89K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 356 $8.33K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 335 $7.84K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 330 $7.72K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 312 $7.3K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 262 $6.13K <0.01% +1 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 240 $5K <0.01% 0 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 203 $4.75K <0.01% 0 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 201 $4.7K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 154 $3.6K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 150 $3.51K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 144 $3.37K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 144 $3K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 124 $2.9K <0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 107 $2.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 70 $1.64K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 70 $1.64K <0.01% -555 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 70 $1.64K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 57 $1.33K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 51 $1.19K <0.01% -226 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 80 $1K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 36 $842 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 34 $797 <0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 21 $491 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11 $257 <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9 $211 <0.01% +5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $140 <0.01% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5 $117 <0.01% -2 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4 $94 <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2 $49 <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2 $47 <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2 $47 <0.01% -4,554 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2 $47 <0.01% -374 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $47 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1 $24 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $24 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.