BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,213,957 $188M 0.01% +36,393 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,670,516 $164M 0.03% +107,004 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,605,552 $116M 0.02% -8,069 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,330,054 $104M 0.01% +490,672 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,001,085 $89.2M 0.03% +6,323 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,581,555 $70.5M 0.01% +457 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,441,963 $64.3M <0.01% -9,162 13F-HR/A Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,392,499 $62.1M 2.66% +274,166 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,374,742 $61.8M 8.7% +44,919 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,358,996 $61.1M 20.86% -24,964 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,339,647 $59.7M 0.02% -86,717 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,090,352 $48.6M 7.14% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 776,997 $34.6M 0.07% -19,684 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 753,411 $33.7M 0.01% -79,413 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 794,163 $33.4M 0.05% -15,572 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 705,373 $31.4M 0.43% +689,124 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 614,274 $27.4M <0.01% +71,000 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 558,290 $24.9M 0.6% +20,729 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 506,976 $22.6M 1.74% -4,072 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 470,968 $21M 0.32% -15,556 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 455,891 $20.3M 0.89% +9,798 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 409,930 $18.3M 0.02% +28,130 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 399,179 $17.8M 0.02% +37,840 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 327,888 $14.6M 4.07% -57,365 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 317,481 $14.2M -28,902 Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 287,516 $12.8M 5.68% +12,118 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 269,135 $12M 0.05% -18,181 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 247,921 $11.1M 0.01% +1,843 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 238,180 $10.6M 0.87% -4,290 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 218,375 $9.74M 1.57% -3,110 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 204,146 $9.1M 7.76% -1,161 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 197,351 $8.8M 2.89% -7,193 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 197,278 $8.79M 0.13% -21,392 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 190,107 $8.47M 0.23% -7,108 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 182,530 $8.14M 1.66% +26,832 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 180,192 $8.03M 0.02% +10,849 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 177,925 $7.93M 0.57% +4,325 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 170,359 $7.59M 0.01% +539 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 162,077 $7.23M 0.03% -43,498 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 157,441 $7.02M 3.32% +5,637 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 155,730 $6.94M 7.07% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 154,964 $6.91M +6,269 Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 154,792 $6.9M 2.6% -3,980 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 153,532 $6.84M 0.05% +4 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 152,760 $6.81M 0.01% -258,608 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 139,205 $6.42M 3.16% -3,001 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 138,546 $6.18M 0.17% -19,914 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 135,970 $6.06M 0.02% -2,334 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 132,583 $5.91M 1.14% -3,138 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 129,974 $5.79M 3.33% +2,995 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 125,566 $5.6M 0.65% +2,066 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 124,795 $5.56M 0.08% -2,084 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 124,002 $5.53M 0.02% -3,825 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 123,462 $5.5M 0.33% -1,743 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 121,741 $5.43M 0.01% -3,373 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 120,371 $5.37M 0.04% +1,913 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 114,754 $5.28M +44,858 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,758 $5.12M 0.01% -116 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 113,425 $5.06M 0.35% +2,033 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 110,774 $4.94M 1.28% -152,192 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 109,544 $4.88M 1.71% +5,816 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 99,506 $4.44M 0.01% +2,162 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 92,899 $4.14M <0.01% +15,552 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 87,242 $3.89M 0.02% -110,817 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 86,010 $3.83M <0.01% +9,196 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 85,545 $3.81M 0.01% +11,272 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 85,238 $3.8M 0.06% -26,518 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 84,512 $3.77M 2.11% +1,059 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 80,813 $3.6M 0.05% 0 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 78,250 $3.49M 0.92% -6,233 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 76,848 $3.43M 0.23% -11,029 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 76,637 $3.42M 0.2% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 76,480 $3.41M 0.06% -3,550 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 73,240 $3.27M 0.91% -1,800 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 71,551 $3.19M 0.3% +2 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 71,444 $3.18M 1.54% -500 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 66,800 $2.98M 0.29% +7,922 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 66,315 $2.96M 0.28% -890 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 65,063 $2.93M 1.46% -47 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 64,314 $2.87M 0.01% +10,039 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 64,310 $2.87M 0.41% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 64,080 $2.86M 1.08% 0 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 61,866 $2.76M 0.33% +186 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 59,793 $2.67M 2.66% 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 59,035 $2.63M 0.52% -5 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 55,876 $2.49M 0.53% -1,052 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 55,159 $2.46M 0.83% -560 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 53,960 $2.43M 0.4% +6 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 50,788 $2.26M <0.01% +2,178 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50,565 $2.25M 0.26% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 50,193 $2.24M 0.44% +5,859 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 48,760 $2.17M 0.04% +14,011 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 47,748 $2.13M 0.08% -2,012 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 46,879 $2.09M 0.32% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 47,122 $2.08M <0.01% -1,564 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,975 $1.98M <0.01% -38,692 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 44,444 $1.97M 0.12% -70 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 43,713 $1.95M 0.14% -5,080 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 43,288 $1.93M <0.01% +8,353 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 43,032 $1.92M 0.22% -19 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 42,760 $1.91M 0.98% +857 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 40,878 $1.82M <0.01% -1,689 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 40,540 $1.81M 0.03% -854 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,535 $1.76M 0.05% -267 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 38,594 $1.72M 0.01% -3,016 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,191 $1.7M 0.01% -9,015 13F-HR/A Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 37,934 $1.69M 0.72% -723 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 37,885 $1.69M 0.34% -4,526 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 37,497 $1.67M 0.42% -37 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 36,914 $1.65M 0.21% +17 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,183 $1.57M <0.01% -1,998 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 35,028 $1.56M 0.01% +12,070 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,881 $1.55M <0.01% 0 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 34,180 $1.52M 0.37% -17,303 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 33,657 $1.5M 0.39% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 33,450 $1.49M 0.01% -17,618 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 33,390 $1.49M 0.01% -8,933 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 32,393 $1.49M 0.16% -564 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 32,970 $1.47M 0.37% -3,163 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 32,621 $1.45M <0.01% -1 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 32,503 $1.45M 0.08% +1,302 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 31,040 $1.41M 0.22% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 31,318 $1.4M 0.82% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 31,087 $1.39M 0.47% +2,262 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 31,003 $1.38M 0.16% -711 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 29,660 $1.36M 0.36% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30,253 $1.35M 0.03% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30,193 $1.35M <0.01% -6,583 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 28,753 $1.28M 0.06% -819 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 26,529 $1.2M 0.03% +147 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 26,636 $1.19M 0.38% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 25,373 $1.13M 0.31% +1,726 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 25,373 $1.13M 0.14% -16 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 24,121 $1.08M <0.01% +14,116 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 23,123 $1.03M 0.01% +3 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 22,500 $1M 0.25% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 21,868 $975K 0.18% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 21,580 $962K 0.46% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,265 $948K 0.01% +217 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 21,204 $945K <0.01% +410 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,179 $944K <0.01% +600 13F-HR Timeline Group Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 20,050 $894K 0.56% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,912 $888K 0.02% +5,412 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,472 $868K <0.01% -5,176 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 19,446 $867K 0.26% -587 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19,350 $863K 0.01% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 19,264 $859K 0.15% -263 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,941 $844K 0.03% +104 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18,056 $805K 0.29% +12,786 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,908 $798K 0.01% -9,975 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,616 $785K 0.28% +551 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,473 $779K 0.04% +627 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 17,280 $770K 0.36% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 17,249 $769K 0.01% +16 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,997 $758K 0.07% -1,200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,947 $755K 0.07% +315 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 16,935 $755K 0.36% -25 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 16,400 $743K 0.34% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 16,441 $733K 0.69% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,355 $729K 0.04% +1 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 16,184 $721K 0.41% -45,543 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 16,000 $713K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,798 $704K 0.01% -262 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15,557 $694K <0.01% -923 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,517 $692K 0.22% +14 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 15,260 $680K <0.01% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,052 $671K 0.01% +14 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,476 $645K 0.01% -74 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 14,469 $645K 0.1% -340 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,270 $636K <0.01% +5,556 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,250 $635K 0.02% 0 13F-HR/A Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 14,231 $634K 0.59% new 13F-HR Timeline Kaydan Wealth Management, Inc. 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