BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,425,293 $192M 0.01% -59,781 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 914,073 $123M 0.01% +86,821 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 851,862 $115M 0.03% -71,790 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 446,700 $60.1M 0.05% +63,000 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 422,125 $56.8M +14,545 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 375,342 $50.5M 0.01% +169 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 237,157 $31.9M 0.01% -3,598 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 202,690 $27.3M <0.01% -9,564 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 152,272 $20.5M 0.24% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 145,868 $19.6M <0.01% -11,358 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 136,129 $18.3M 0.02% -12,086 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 116,251 $15.4M <0.01% -2,061 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 111,288 $15M 0.02% -1,812 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 105,364 $14.2M <0.01% -29,388 13F-HR Timeline Group Kirkwood Financial Services More: the full row for Kirkwood Financial Services 86,165 $11.6M 3.32% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 82,356 $11.1M 0.02% -14,879 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 81,062 $10.9M 0.01% -6,528 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 80,135 $10.8M 0.05% +6,295 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 64,337 $8.66M -1,644 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 62,823 $8.45M 0.02% +2,814 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 62,595 $8.42M 0.01% -5,560 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 62,038 $8.35M 0.01% -1,130 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 61,017 $8.21M 0.01% +374 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,684 $8.17M 0.04% -18,860 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,991 $7.13M 0.01% -1,596 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 50,242 $6.76M 0.13% -1,376 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 47,255 $6.24M 1.17% -800 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 43,644 $5.87M 0.14% -8,389 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 39,272 $5.28M <0.01% -5,876 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,221 $5.01M 0.03% -6,284 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 34,306 $4.62M 0.63% -193 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,327 $4.48M 0.01% +123 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 33,019 $4.44M 0.26% -4,380 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 31,597 $4.25M 0.2% -495 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 31,094 $4.18M <0.01% -2,211 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 30,708 $4.13M 0.66% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 30,485 $4.1M 0.04% +22,424 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30,268 $4.07M <0.01% +17,583 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 29,171 $3.93M +4,680 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,121 $3.78M 0.01% +725 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,567 $3.71M <0.01% -1,382 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 26,431 $3.56M 1.48% -905 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,350 $3.28M 0.03% -641 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 23,411 $3.15M 0.29% +243 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 22,941 $3.09M -338 Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22,409 $3.02M 0.55% +233 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,019 $2.96M 0.02% -300 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,992 $2.96M 0.04% -1,461 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,937 $2.82M <0.01% -2,835 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,787 $2.8M 0.03% -3,959 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,206 $2.72M 0.04% -99 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 19,875 $2.67M 1.5% -514 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,825 $2.67M 0.06% -118 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,479 $2.62M 0.03% -382 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 19,397 $2.61M <0.01% -11 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 19,129 $2.57M 1.49% -8,159 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 18,797 $2.53M 0.05% +257 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 17,228 $2.32M 0.01% +1,152 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,125 $2.3M <0.01% +1,403 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,583 $2.23M 0.04% -2,249 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,572 $2.23M <0.01% +9,002 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,430 $2.21M 0.01% +1,711 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,052 $2.16M 0.01% +14,334 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 15,836 $2.13M 1.74% -200 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,733 $2.12M 0.14% -838 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,642 $2.1M <0.01% -265 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,875 $2M 0.12% -19,577 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 14,679 $1.98M 0.77% +1,780 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,667 $1.97M <0.01% -13,230 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,620 $1.97M 0.19% -115 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,509 $1.95M 0.03% -106 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,310 $1.93M <0.01% -22,467 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,604 $1.9M <0.01% -2,580 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 14,063 $1.89M 0.49% -934 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,688 $1.84M 0.06% -144 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,607 $1.83M 0.01% -211 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,145 $1.77M 0.2% +1,407 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,889 $1.73M 0.01% -101 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12,471 $1.68M 0.19% -120 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,351 $1.66M 0.05% +185 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 11,962 $1.61M 0.08% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,769 $1.58M 0.04% -146 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,509 $1.55M <0.01% -854 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,134 $1.5M 0.05% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 10,992 $1.49M 2.13% -152,823 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 11,010 $1.48M 0.12% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,803 $1.45M 0.01% -435 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 10,695 $1.44M 0.22% +3,746 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,640 $1.43M <0.01% -200 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 10,525 $1.42M 0.02% -389 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,435 $1.4M 0.03% -123 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,401 $1.4M 0.01% +18 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,314 $1.39M 0.05% +623 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,306 $1.39M +2,301 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $1.35M <0.01% -732 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,941 $1.34M 0.01% +1,050 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,756 $1.31M <0.01% -1,707 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,701 $1.31M 0.08% -67 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,688 $1.3M 0.02% -426 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 9,393 $1.26M 0.45% -44 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 9,310 $1.25M 0.28% -1,137 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,985 $1.21M <0.01% +3,245 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,808 $1.19M 0.21% +19 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,776 $1.18M 1.01% -22 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,560 $1.15M <0.01% -3,565 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,408 $1.13M 0.06% +30 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,338 $1.12M 0.02% -1,014 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,300 $1.12M 0.01% +127 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 8,200 $1.1M 1.8% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,184 $1.1M 0.02% -3,255 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 8,035 $1.08M 0.01% +2,090 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,926 $1.07M 0.05% +1,967 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,886 $1.06M <0.01% -200 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,822 $1.05M 0.02% +5,646 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 7,670 $1.03M 0.48% +3,819 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,486 $1.01M 0.03% -64 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,258 $977K 0.02% -2,216 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,246 $975K 0.33% -229 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,235 $974K 0.01% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,305 $968K 0.02% -2 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,824 $918K 0.01% -1,200 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 6,687 $900K 0.34% -600 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 6,019 $892K <0.01% +4,122 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 6,554 $882K 0.32% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,492 $874K 0.03% +1,273 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,445 $867K 0.34% -3,462 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,402 $861K 0.03% +680 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,269 $843K 0.09% +285 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,126 $824K 0.01% -329 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,058 $815K <0.01% -272 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 6,038 $813K 0.64% -2,095 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,954 $801K 0.05% -1,200 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,925 $797K <0.01% +355 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,531 $744K <0.01% +1,061 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,526 $744K 0.01% -10,849 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,472 $736K 0.04% -1,063 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,386 $725K <0.01% -5,123 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,315 $715K 0.17% -50 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,238 $705K <0.01% +1,207 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,235 $704K 0.02% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,140 $692K 0.04% -501 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,108 $687K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,140 $667K 0.01% +990 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,853 $653K 0.17% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 4,822 $649K 0.16% +2,349 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $642K 0.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. PFG Investments, LLC More: the full row for PFG Investments, LLC 4,759 $640K 0.02% -210 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,756 $640K 0.06% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,731 $637K 0.01% -87 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,781 $635K 0.01% -315 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,702 $633K <0.01% 0 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,700 $632K 0.43% -25 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,407 $593K <0.01% -264 13F-HR/A Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,375 $589K 0.06% -125 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 4,370 $588K 0.35% 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,310 $580K 0.02% +478 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 4,277 $576K 0.01% -4,112 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,153 $559K 0.02% -22,159 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,151 $559K 0.2% -137 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,139 $557K <0.01% -251 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,123 $555K 0.02% -16 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,119 $554K 0.21% -82 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,096 $551K 0.11% -193 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,980 $543K 0.03% +23 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,885 $523K 0.14% -155 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,815 $513K 0.13% -155 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,757 $506K 0.06% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,741 $503K 0.01% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,735 $503K <0.01% -97 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,649 $491K 0.01% +150 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,619 $487K <0.01% -23,196 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,603 $485K 0.03% -217 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,547 $478K 0.24% -95 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,500 $471K 0.11% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,446 $469K 0.02% -70 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,480 $468K 0.01% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,357 $452K 0.14% -300 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,318 $446K 0.01% -2,182 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,199 $445K 0.1% +3,351 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,300 $444K 0.03% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 3,291 $443K 0.18% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,200 $431K 0.06% 0 13F-HR Timeline Great Lakes Retirement, Inc. 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