BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,177,564 $170M 0.01% -26,929 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,563,512 $145M 0.03% +2,449,441 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,613,621 $107M 0.02% -48,407 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,994,762 $81.3M 0.03% +92,689 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,839,382 $75M <0.01% -205,373 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,581,098 $64.5M -890,024 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,451,125 $59.2M <0.01% +893,554 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,426,364 $58.2M 0.02% +28,061 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,383,960 $56.5M 20.2% -57,355 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,329,823 $55.2M 8.49% 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,118,333 $45.6M 2.13% -2,537 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 832,824 $34M 0.01% -12,102 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 809,735 $33M 0.06% +41,480 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 796,681 $32.5M 0.07% +6,562 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 543,274 $22.2M <0.01% +75,692 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 537,561 $21.9M 0.62% +8,512 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 511,048 $20.8M 1.73% -3,688 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 486,524 $19.8M 0.41% +18,002 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 446,093 $18.2M 0.88% +5,862 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 411,368 $16.8M 0.01% -59,324 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 385,253 $15.7M 4.6% +69,169 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 381,800 $15.6M 0.02% +223,916 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 361,339 $14.7M 0.02% +56,624 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 346,383 $14.1M -43,094 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 287,316 $11.7M 0.05% +4,994 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 275,398 $11.2M 6.01% 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 264,096 $10.8M 0.97% +15,625 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 262,966 $10.7M 3.11% -23,026 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 246,078 $10M 0.01% -804 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 242,470 $9.89M 0.86% -1,633 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 221,485 $9.03M 1.57% -2,590 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 218,670 $8.92M 0.18% +6,225 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 205,575 $8.38M 0.04% -43,499 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 205,307 $8.37M 7.52% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 204,544 $8.34M 2.72% -2,083 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 198,059 $8.08M 0.04% -30,182 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 197,215 $8.04M 0.23% -398 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 178,234 $7.27M 0.89% +23,089 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 173,600 $7.08M 0.53% +40 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 169,820 $6.93M 0.01% -42,791 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 169,343 $6.91M 0.02% -195,025 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 158,772 $6.47M 2.65% -3,300 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 158,460 $6.46M 0.19% -78,271 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 155,698 $6.35M 1.47% +84,757 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 153,528 $6.26M 0.05% +9,415 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 151,804 $6.19M 3.23% +9,153 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 148,695 $6.06M -3,382 Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 142,206 $5.81M 3.29% -8,230 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 149,694 $5.76M 3.7% +965 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 138,304 $5.64M 0.03% -1,485 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 135,721 $5.53M 1.17% -12,180 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 126,879 $5.27M 0.08% +23,502 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 127,827 $5.21M 0.02% +2,122 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 126,979 $5.18M 3.34% -38,851 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 125,205 $5.11M 0.33% -16,806 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 125,114 $5.1M 0.01% -31,871 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 123,500 $5.04M 0.63% +2,530 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 118,458 $4.83M 0.04% +4,681 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,874 $4.68M 0.01% +2,206 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 111,756 $4.56M 0.09% +20,832 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 111,392 $4.54M 0.34% -1,993 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 103,728 $4.23M 1.57% +1,649 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 97,344 $3.97M 0.01% +9,152 13F-HR/A Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 91,640 $3.74M 0.13% +17,460 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 91,300 $3.72M 0.04% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 87,877 $3.58M 0.27% -790 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 84,483 $3.45M 0.94% -8,262 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 82,667 $3.44M 0.01% -765 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 83,453 $3.4M 1.96% +296 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 80,813 $3.3M 0.05% +1,600 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 80,030 $3.26M 0.06% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 77,347 $3.15M <0.01% -5,932 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 76,814 $3.13M 0.01% -1,805 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 75,040 $3.06M 0.95% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 74,273 $3.03M 0.01% -11,684 13F-HR/A Timeline Group KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 71,944 $2.93M 1.67% +111 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 71,549 $2.92M 0.31% +2 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 69,896 $2.85M +755 Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 68,568 $2.8M 1.94% -22,435 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 67,205 $2.74M 0.29% -3,422 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 65,110 $2.66M 1.41% +479 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 64,310 $2.62M 0.44% -5,185 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 64,080 $2.61M 1.08% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 61,727 $2.52M 1.61% +680 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 61,680 $2.52M 0.35% -4,706 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 59,040 $2.41M 0.8% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 58,878 $2.4M 0.27% +10,787 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 56,928 $2.32M 0.54% -235 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 55,719 $2.27M 0.82% -2,301 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,275 $2.21M 0.01% -66,017 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 53,954 $2.2M 0.41% +418 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 51,483 $2.1M 0.77% -23,936 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 51,068 $2.08M 0.02% +7,323 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50,565 $2.06M 0.25% -5,800 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 49,760 $2.03M 0.08% -693 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 48,793 $1.99M 0.16% -977 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 48,610 $1.98M <0.01% +2,467 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 48,686 $1.96M <0.01% -716 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,206 $1.93M 0.01% -3,125 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 46,879 $1.91M 0.31% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 44,334 $1.81M 0.38% -1,808 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 44,514 $1.8M 0.11% -55 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 43,051 $1.76M 0.22% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 42,567 $1.74M <0.01% -65,659 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 42,411 $1.73M 0.42% -490,622 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 42,323 $1.73M 0.01% -3 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 41,903 $1.71M 0.94% +1,389 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 41,610 $1.7M 0.01% -7,051 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 41,394 $1.69M 0.02% +8,347 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,802 $1.62M 0.05% -494 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 38,657 $1.58M 0.73% -297 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 37,534 $1.53M 0.44% -1,850 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 37,181 $1.52M <0.01% -168 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 36,897 $1.5M 0.21% +23 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,776 $1.5M <0.01% -14,595 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 36,133 $1.47M 0.38% -4,858 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,935 $1.42M <0.01% +3,554 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,881 $1.42M <0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 34,749 $1.42M 0.03% +7,983 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 33,657 $1.37M 0.39% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 32,957 $1.34M 0.15% -15,790 13F-HR Timeline 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 32,622 $1.33M <0.01% +1 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 32,542 $1.33M 0.11% -617 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 31,714 $1.29M 0.16% -34 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 31,318 $1.28M 0.81% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 31,201 $1.27M 0.08% +4,992 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 31,040 $1.27M 0.21% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30,253 $1.23M 0.03% -27,549 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 29,658 $1.23M 0.35% +576 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 29,572 $1.21M 0.07% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 28,825 $1.18M 0.44% +376 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 28,744 $1.17M 0.14% +801 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,883 $1.14M 0.01% +1 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 26,382 $1.08M 0.03% -128 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 25,389 $1.04M 0.14% -776 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,648 $1.01M 0.01% -1,621 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 24,504 $999K 0.84% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 23,647 $964K 0.29% +68 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,120 $943K 0.01% -957 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,958 $936K 0.01% +6,550 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 22,500 $918K 0.23% -7,000 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 21,868 $907K 0.19% +2,499 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 21,580 $880K 0.46% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,048 $858K 0.01% +586 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,794 $848K <0.01% +3,248 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,579 $839K <0.01% -190 13F-HR Timeline Group Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 20,050 $818K 0.57% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 20,033 $817K 0.25% +3 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 19,527 $796K 0.15% -1,452 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19,350 $789K 0.01% 0 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 19,176 $782K 0.08% +1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,837 $768K 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,410 $751K 0.01% -2,029 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,197 $742K 0.07% -2,300 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 17,280 $705K 0.35% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 17,233 $703K 0.01% +21 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,065 $696K 0.27% -5,868 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 16,960 $692K 0.35% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,846 $687K 0.05% -54 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,632 $678K 0.06% -8,802 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,480 $672K <0.01% +171 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 16,441 $670K 0.8% -2,375 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 16,400 $669K 0.34% -200 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,354 $667K 0.04% +2 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 16,249 $663K 0.01% +6,069 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,060 $655K 0.01% -822 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 16,000 $652K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,809 $645K 0.02% -1,271 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,503 $632K 0.24% +19 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 15,485 $631K 0.36% -36,686 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 15,260 $622K <0.01% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,038 $613K 0.01% +19 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 14,817 $604K 0.2% -4 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 14,809 $604K 0.11% +256 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,550 $593K 0.01% -453 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,500 $591K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,250 $581K 0.02% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 14,060 $573K 0.02% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,000 $571K 0.04% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 13,590 $554K 0.05% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 13,366 $545K 0.25% +4 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,349 $544K <0.01% -381 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,289 $542K 0.01% -1,250 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 13,270 $541K 0.02% 0 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 12,603 $514K 0.19% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,531 $511K <0.01% -1,697 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,480 $508K 0.04% +2 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 12,386 $505K 0.39% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 12,131 $495K 0.31% -429 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 12,071 $492K 0.02% -10,520 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,840 $483K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,727 $478K 0.02% +14 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,600 $473K 0.23% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 11,600 $473K 0.03% 0 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 11,550 $471K 0.06% 0 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 11,008 $449K 0.01% -7,198 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,922 $445K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,741 $438K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,421 $425K <0.01% -73 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,399 $424K 0.06% 0 13F-HR Timeline