JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,966,410 $265M 0.02% +4,227,392 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,627,112 $72.4M 0.01% +578,217 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 987,636 $43.9M 0.01% +14,183 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 966,204 $43M 0.01% +84,777 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 807,754 $35.9M 0.01% -138,716 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 627,337 $27.9M 0.68% +38,475 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 600,000 $26.5M 0.2% +150,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 545,146 $24.2M 0.03% -20,266 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 483,527 $21.5M <0.01% +57,131 13F-HR/A Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 402,140 $17.9M 0.3% +140,451 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 400,650 $17.8M 0.02% +173,859 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 327,323 $14.6M 1.5% -25,732 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 307,951 $13.7M 3.7% -39,112 13F-HR Timeline GUARDIAN POINT CAPITAL, LP in group GUARDIAN POINT CAPITAL, LP More: the full row for GUARDIAN POINT CAPITAL, LP 300,000 $13.3M 5.13% +100,000 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 287,889 $12.8M 0.02% +21,530 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 260,611 $11.6M 0.14% -246,103 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 257,598 $11.5M 2.26% -2,503 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 252,472 $11.2M <0.01% +46,966 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 251,638 $11.2M 0.21% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 251,638 $11.2M 0.78% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 240,808 $10.7M <0.01% +51,174 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 229,594 $10.1M <0.01% +135,048 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 213,207 $9.48M 0.41% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 207,479 $8.23M 0.01% +14,587 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 163,762 $7.28M 0.15% -663 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 163,317 $7.26M 0.89% +7,667 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 161,368 $7.18M 0.05% +144,469 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 138,665 $6.17M 0.2% +1,602 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 136,132 $6.06M <0.01% +29,725 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 134,469 $5.98M 0.01% +23,908 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 134,259 $5.97M 3.02% +12,597 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 134,188 $5.97M 1.13% -149,818 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 132,478 $5.89M 0.06% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 131,379 $5.84M 0.05% -5,644 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 129,568 $5.76M 0.03% +5,257 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 114,800 $5.11M 1% -1,575 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 110,685 $4.92M 0.01% +3,424 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 101,924 $4.53M 3.1% +16,627 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 100,000 $4.45M 4.02% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 99,079 $4.41M 1% -6,205 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 88,617 $3.89M <0.01% +7,733 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 81,004 $3.6M 1.24% -9,504 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 78,963 $3.51M 1.32% +395 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 77,443 $3.44M 0.66% +40,266 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 75,288 $3.35M 0.01% new 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 74,610 $3.32M 0.96% +10,019 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 73,217 $3.26M 0.01% +13,876 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 65,392 $3.25M 0.73% -3,123 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 67,674 $3.01M <0.01% -2,814 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 66,881 $2.97M 0.11% -24,315 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 66,438 $2.96M 0.62% +39,641 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 65,202 $2.9M 1.05% +106 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 64,314 $2.86M 1.3% +1,712 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 63,067 $2.81M 0.17% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 61,511 $2.74M 0.05% +5,021 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 60,700 $2.7M 0.28% -1,000 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 60,111 $2.67M 0.25% -2,255 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 59,399 $2.64M 0.01% +398 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 56,998 $2.54M 0.03% +43,285 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 56,800 $2.53M <0.01% +1,319 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 55,267 $2.46M 0.14% +24,963 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 50,199 $2.33M 0.05% +32,685 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 48,547 $2.16M 6.08% 0 13F-HR/A Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 47,979 $2.13M 0.38% new 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 47,945 $2.13M 1.56% +544 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 47,577 $2.12M 0.34% +32,894 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 42,771 $1.9M 1.1% -2,747 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 41,385 $1.84M 0.13% -3,035 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39,897 $1.82M <0.01% -6,003 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 38,109 $1.7M 0.16% -2,069 13F-HR Timeline Group SPROTT INC. More: the full row for SPROTT INC. 36,248 $1.61M 0.06% -544 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 36,024 $1.6M 1.19% -6,797 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 35,515 $1.58M 0.47% +19,269 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 34,192 $1.52M 0.03% -15,339 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 34,000 $1.51M 0.21% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 33,468 $1.49M -7,215 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 33,454 $1.49M 0.02% +3,567 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33,297 $1.48M <0.01% +29,475 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 33,100 $1.47M <0.01% -69,500 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 32,882 $1.46M 0.19% -531 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 32,548 $1.45M 0.04% +24,093 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,889 $1.42M 0.06% -1,250 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 31,778 $1.41M 0.02% -41,707 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 31,559 $1.4M 0.62% +21,102 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 30,747 $1.37M 0.33% +767 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,707 $1.37M 0.03% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 30,290 $1.35M 0.59% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 30,045 $1.34M 0.55% +15,561 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 29,696 $1.32M <0.01% -622 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 29,638 $1.32M 0.02% +3,350 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29,584 $1.32M 0.11% +2,532 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,496 $1.31M 0.03% +14,930 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 28,181 $1.25M 0.14% +15,065 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 27,992 $1.25M 0.03% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 27,903 $1.24M 0.65% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 27,890 $1.24M 0.39% -507 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 26,500 $1.21M 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,239 $1.21M 0.01% +12,719 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,950 $1.2M 0.02% +3,448 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 26,000 $1.16M 0.5% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 25,366 $1.13M 0.09% +3,794 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,171 $1.12M 0.02% +5,930 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 24,573 $1.09M <0.01% -3,925 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,857 $1.06M <0.01% +1,846 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 23,742 $1.06M 0.01% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 23,298 $1.04M 0.22% +9,688 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,233 $1.03M 0.09% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,600 $1.01M <0.01% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 22,183 $987K 0.01% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 22,181 $987K 0.15% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,341 $949K <0.01% +1,486 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21,129 $940K <0.01% +20,935 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,946 $932K 0.01% +14,732 13F-HR Timeline Security National Bank More: the full row for Security National Bank 20,468 $910K 0.14% +6,968 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 20,257 $901K 0.33% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 20,023 $891K 0.56% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,150 $852K <0.01% -1,700 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 18,928 $842K 0.43% -3,905 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 18,917 $841K 0.24% -395 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,834 $838K 0.05% +998 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 18,500 $823K 0.05% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 17,954 $799K 0.29% -67 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 17,900 $796K 0.09% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 17,729 $789K 0.56% -615 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 17,483 $778K 0.22% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 17,162 $763K 0.36% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 16,625 $739K 0.72% +2,571 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 16,095 $716K <0.01% +12 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 15,300 $681K 0.51% +871 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 14,307 $636K 0.28% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 14,278 $635K 0.54% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,246 $634K <0.01% -2,216 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 14,244 $634K 0.21% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 13,856 $616K 0.24% -4,088 13F-HR/A Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,785 $613K 0.06% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,456 $599K 0.07% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 13,431 $597K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,179 $586K 0.01% -88 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,731 $566K <0.01% -18,098 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,680 $564K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,612 $561K 0.01% +1,432 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,126 $539K <0.01% -61 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,801 $525K 0.02% +5,131 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,678 $519K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,646 $518K 0.02% +2,174 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 11,533 $513K 0.09% +11,443 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,455 $510K 0.1% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11,422 $508K 0.36% -325 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,259 $501K 0.01% +1,564 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,228 $499K 0.03% +637 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,073 $493K <0.01% -2,268 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,635 $473K 0.01% +613 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,554 $469K <0.01% -647 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,500 $467K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,481 $466K 0.03% +3,767 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,277 $457K 0.03% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 10,090 $449K 0.22% -2,261 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,086 $449K 0.06% -600 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,863 $439K <0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,633 $428K 0.02% -1,421 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,620 $428K 0.01% +85 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,618 $428K 0.05% 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 $423K 0.08% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,034 $402K <0.01% new 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 9,018 $401K 0.2% -1,865 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,990 $400K 0.06% +1,255 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 8,873 $395K 0.05% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,848 $394K 0.05% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,793 $391K <0.01% new 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 8,641 $384K 0.03% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,465 $377K 0.1% -143 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,350 $371K <0.01% 0 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,313 $370K 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,192 $364K <0.01% +859 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,975 $355K 0.01% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,959 $354K 0.04% 0 13F-HR Timeline OmniStar Financial Group, Inc. 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