BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 929,267 $30.2M <0.01% +70,461 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 850,675 $27.7M 0.01% -53,286 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 648,757 $21.1M <0.01% +239,708 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 640,529 $20.8M 0.01% +36,689 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 571,191 $18.6M 0.52% +85,668 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 526,228 $17.1M 0.02% -48,434 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 500,000 $16.4M 0.17% +130,000 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 448,848 $14.6M 3.91% +448,108 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 433,900 $14.1M <0.01% -7,816 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 351,895 $11.4M 2.59% -723 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 284,756 $9.26M 2.22% -24,715 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 243,727 $7.92M 0.16% -11,158 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 234,493 $7.62M 0.01% +5,307 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 233,940 $7.61M <0.01% -17,658 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 223,986 $7.28M 1.77% +182,840 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 216,178 $7.03M 0.02% +90,800 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 191,846 $6.24M 0.01% +18,903 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 180,144 $5.86M <0.01% +3,465 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 169,127 $5.5M 0.14% -88,255 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 153,564 $4.99M <0.01% +16,864 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 151,563 $4.93M 0.78% +4,361 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 144,418 $4.7M 0.1% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 137,650 $4.48M 0.17% +4,956 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 133,187 $4.33M 0.06% +19,653 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 129,640 $4.21M 0.19% +49,510 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 126,160 $4.1M 0.96% -9,700 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 119,147 $3.88M <0.01% +33,090 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 116,830 $3.8M 1.1% -61,859 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 114,083 $3.71M 0.02% +11,982 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 112,031 $3.64M 0.07% +37,805 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 104,141 $3.39M 0.01% +21,512 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 96,783 $3.15M 1.19% -13,426 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 86,171 $2.8M 2.14% -362 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 81,071 $2.63M <0.01% +24,411 13F-HR/A Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 77,200 $2.51M <0.01% -21,000 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 73,589 $2.39M 0.86% +1,760 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 71,756 $2.33M <0.01% +730 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 68,519 $2.23M 0.18% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 66,317 $2.16M 0.65% +3,338 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 64,284 $2.09M 0.22% -4,440 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 66,086 $2.05M 0.87% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 61,700 $2.01M 0.23% -50 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 61,182 $1.99M 1.05% +1,890 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 59,001 $1.92M 0.01% -1,077 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 57,053 $1.85M 0.6% +9,270 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 54,618 $1.78M <0.01% -604 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 51,290 $1.67M <0.01% -189,925 13F-HR Timeline Group INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $1.63M 2.42% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 48,547 $1.58M 5.02% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 45,268 $1.47M 0.95% -344 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 42,008 $1.37M -13,207 Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 40,272 $1.31M 0.15% -2,934 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 38,602 $1.25M 0.01% -1,075 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,589 $1.25M <0.01% +261 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,915 $1.14M <0.01% +4,878 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 34,000 $1.11M 0.18% 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 33,500 $1.09M 0.16% -4,807 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,207 $1.01M 0.06% -443 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 30,906 $1M 0.7% -6,284 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 30,728 $999K 0.02% +95 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 30,136 $980K 0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 29,658 $964K <0.01% +162 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 29,202 $949K 0.4% +60 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 28,763 $935K 0.63% +28,081 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 28,118 $914K 0.25% +593 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 27,294 $887K 0.05% -2,474 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 27,041 $879K 0.51% +988 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 26,500 $862K 0.02% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 26,450 $860K 0.31% -6,635 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 26,000 $845K 0.38% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 23,742 $772K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,678 $760K 0.02% +14,524 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23,139 $753K 0.08% +3,036 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,600 $735K <0.01% 0 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 21,850 $710K <0.01% -2,700 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 21,597 $702K <0.01% 0 13F-HR/A Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,828 $677K 0.03% +13,008 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 24,197 $667K 0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,576 $636K 0.02% -28,358 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 19,456 $633K 0.18% +5,231 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,428 $632K <0.01% -160 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 18,806 $611K 0.49% -175 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 18,500 $601K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,401 $598K 0.01% +1,000 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,393 $598K <0.01% -2,584 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 18,315 $595K 0.27% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 17,900 $582K 0.08% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 17,844 $580K 0.29% 0 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 17,483 $568K 0.2% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,367 $565K 0.01% -72 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 17,000 $553K 0.65% -1,037 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,514 $552K 0.02% +503 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,106 $524K 0.04% +1,040 13F-HR/A Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 16,088 $523K 0.04% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,851 $515K <0.01% -252,378 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 15,584 $507K 0.35% -707 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 14,763 $480K 0.03% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,254 $463K <0.01% +2,675 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 14,244 $463K 0.2% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,785 $448K 0.05% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,780 $448K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 13,604 $442K 0.02% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13,500 $439K 0.08% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,201 $428K <0.01% -9,533 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,116 $426K 0.05% -500 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,893 $419K 0.01% +8,634 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 12,855 $418K 0.33% -76,306 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,764 $415K 0.01% +2,426 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,409 $403K <0.01% +2,264 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,752 $382K <0.01% -5,847 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,718 $381K <0.01% +1,743 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 11,500 $374K <0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,455 $372K 0.07% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,231 $365K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,180 $363K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,029 $359K 0.01% -269 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 11,009 $358K 0.21% +3,552 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,688 $347K 0.03% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,686 $347K 0.06% +400 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11,732 $345K 0.33% +10 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,550 $343K 0.01% -1,013 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,359 $337K 0.01% +717 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,329 $336K 0.29% +1,834 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,277 $334K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,232 $333K 0.02% -187 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 9,883 $321K 0.18% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,863 $321K 0.01% 0 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 9,799 $319K <0.01% +1,150 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,730 $316K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,600 $312K 0.05% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 9,500 $309K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,500 $309K 0.07% 0 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,470 $308K 0.01% -160 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,419 $306K 0.03% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 9,350 $304K 0.15% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,969 $292K 0.02% -4,568 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 8,641 $281K 0.02% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,608 $280K 0.09% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,096 $263K 0.02% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 8,090 $263K 0.02% +422 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,975 $259K 0.01% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,959 $259K 0.04% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 7,750 $252K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,644 $249K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,494 $244K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,735 $230K 0.04% +182 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,989 $227K 0.2% -885 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 6,925 $225K 0.45% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,916 $225K 0.03% new 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,770 $220K 0.05% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,731 $219K 0.04% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,707 $218K 0.03% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,529 $212K 0.03% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,516 $212K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,406 $208K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,415 $176K 0.03% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3,580 $116K 0.05% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,500 $114K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,500 $114K 0.05% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,000 $97.5K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,978 $96.8K <0.01% -3,904 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,363 $76.8K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,223 $72.3K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,863 $60.6K <0.01% -6,232 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,740 $56.6K 0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,692 $55K 0.02% -1,880 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,422 $46.2K <0.01% -447 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,350 $43.9K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,175 $38.2K 0.02% -4 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,155 $37.5K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,086 $34.8K <0.01% +215 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,036 $33.7K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $32.5K <0.01% new 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 990 $32.2K <0.01% 0 13F-HR/A Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 960 $31.2K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 946 $30.8K <0.01% -60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 912 $29.6K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 875 $28.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 825 $26.8K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 791 $25.7K <0.01% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 718 $23.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 715 $23.2K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 700 $22.8K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 531 $17.3K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 511 $16.6K <0.01% +34 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 507 $16K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 468 $15.2K 0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 414 $13.5K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 400 $13K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 372 $12.1K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 362 $11.8K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 348 $11.3K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 298 $9.69K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 287 $9.33K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 262 $8.52K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 235 $7.64K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 211 $6.87K <0.01% -473 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 200 $6.5K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 173 $5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 125 $4.06K <0.01% 0 13F-HR Timeline