BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,744,247 $803M 0.07% -47,502 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,113,823 $133M 0.01% +191,828 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 832,024 $99.1M 0.04% +12,281 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 512,956 $61.1M 0.01% +52,000 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 378,613 $45.1M 0.01% +79,365 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 269,633 $32.1M 0.01% 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 240,335 $28.6M +146,894 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 227,700 $27.1M 0.14% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 188,109 $22.4M <0.01% +38,907 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 171,599 $20.4M 0.01% -5,831 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 171,323 $20.4M 0.01% -3,180 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 161,588 $19.2M 0.11% +41,222 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 140,131 $16.7M <0.01% -7,205 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 127,315 $15.2M 0.05% +1,002 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 122,596 $14.6M 0.03% +37,909 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 106,197 $12.7M 0.03% +10,261 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 101,361 $12.1M 0.02% +1,353 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 77,982 $9.29M 0.03% +14,017 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 74,611 $8.89M -14,886 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,723 $8.54M 0.1% +1,767 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 69,198 $8.43M 1.85% -1,454 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 64,941 $7.74M 3.28% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 63,422 $7.55M 0.02% +8,331 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 60,014 $7.15M 0.01% +43,498 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 56,737 $6.76M 0.01% -4,547 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 53,893 $6.42M 0.21% +698 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,390 $6.24M 0.01% +2,343 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 51,362 $6.12M 0.01% +33,478 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 50,595 $6.03M 1.38% -500 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 48,494 $5.78M 0.02% -2,813 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 47,774 $5.7M 0.08% -4,717 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 42,690 $5.09M +38,869 Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 41,714 $4.97M 0.03% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 41,300 $4.92M 0.43% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 39,714 $4.73M 1.72% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,220 $4.67M 0.04% +4,489 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 38,585 $4.6M 0.34% -1,065 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 38,023 $4.53M 0.03% -239 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,687 $4.49M 0.01% +1,577 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 35,334 $4.21M 1.36% +223 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 33,921 $4.04M 0.51% -2,975 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 33,171 $3.95M 0.29% +1,871 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,898 $3.92M 0.29% -173 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,654 $3.89M <0.01% +5,734 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 30,741 $3.66M 1.39% +21,298 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,557 $3.64M 0.01% -533 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 30,232 $3.6M -2,585 Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 30,160 $3.59M 0.75% -185 13F-HR/A Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 29,450 $3.51M 2.08% -493 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 29,270 $3.49M 0.05% -122 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,617 $3.41M <0.01% -3,020 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 28,357 $3.38M 0.04% +2,943 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 27,461 $3.27M 0.4% new 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 26,600 $3.17M 3.29% -7,700 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 26,580 $3.17M 0.1% -6,902 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,556 $3.16M 0.02% +1,399 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 26,520 $3.16M 0.3% -2,075 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,997 $3.1M 0.01% -33,839 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,490 $3.04M 0.02% -38 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,031 $2.98M +879 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 24,166 $2.88M 0.01% +6,893 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 23,812 $2.84M 2.03% -250 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 23,701 $2.82M 0.11% -145 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 23,054 $2.75M 0.06% -322 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 22,971 $2.74M 0.04% -140 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 22,884 $2.73M +9,899 Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 22,513 $2.68M 1.24% -127 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 22,257 $2.65M 0.22% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,119 $2.63M 0.05% +320 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21,124 $2.52M 0.01% +175 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 21,036 $2.51M 1.26% +129 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 21,190 $2.44M 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 19,611 $2.34M 0.6% -133 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,351 $2.31M <0.01% +335 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 18,868 $2.25M 0.32% 0 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 18,780 $2.24M 0.46% +5,351 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 18,549 $2.21M 0.09% -454 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 18,532 $2.21M 0.33% -237 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,690 $2.11M 0.41% -64 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,071 $2.03M 0.08% +14,862 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 17,043 $2.03M 1.06% +328 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,529 $1.97M 0.29% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,326 $1.94M 0.06% -2,008 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 16,216 $1.94M 0.15% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 15,687 $1.87M <0.01% +1,140 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,369 $1.83M 0.04% +503 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,026 $1.79M 0.02% +1,388 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 14,946 $1.78M 0.25% -250 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 14,653 $1.75M 0.2% new 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,418 $1.72M 0.01% +1 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,335 $1.71M 0.44% +250 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,252 $1.7M <0.01% -219 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,093 $1.68M 0.05% -584 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 13,903 $1.66M 0.84% -1,210 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 13,823 $1.65M 0.11% -2 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 13,795 $1.64M 0.03% -160 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 13,493 $1.61M 0.96% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,385 $1.59M 0.01% -37 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,300 $1.58M 0.05% -165 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 13,237 $1.58M 0.44% -8,654 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,191 $1.57M 0.05% +2,188 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,870 $1.53M 0.13% +7,240 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,522 $1.49M 0.63% +183 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,321 $1.47M <0.01% +392 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,122 $1.44M 0.02% +1,419 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,858 $1.41M 0.02% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,464 $1.37M <0.01% -106 13F-HR Timeline Group Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,123 $1.32M 0.42% -35 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,594 $1.26M 0.58% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 10,516 $1.25M 1.24% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,428 $1.24M 0.08% -1,318 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,685 $1.24M 0.01% -2,738 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,374 $1.24M 0.13% +219 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,185 $1.21M 0.06% +6,327 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $1.19M <0.01% 0 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 9,918 $1.18M 0.4% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,881 $1.18M 0.11% -95 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,615 $1.15M 0.04% -2,626 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 9,615 $1.15M 0.19% -265 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,576 $1.14M 0.04% +2,507 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,140 $1.09M 0.07% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 9,109 $1.09M 0.38% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,000 $1.07M <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,926 $1.06M 0.02% +4,295 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 8,831 $1.05M 0.04% 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,804 $1.05M 0.54% -656 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,785 $1.05M 0.01% +377 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,549 $1.03M <0.01% +154 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,437 $1M 0.06% -188 13F-HR/A Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,408 $1M 0.08% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,394 $1000K 0.01% -150 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 8,310 $990K 0.14% +50 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,159 $972K <0.01% -446 13F-HR/A Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,924 $944K 0.05% -523 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,820 $932K 0.01% +857 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,730 $921K 0.37% +20 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,618 $907K <0.01% new 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 7,588 $904K 0.05% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 7,566 $901K 0.21% -955 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,431 $885K 0.18% +7,270 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,313 $871K 1.28% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,061 $841K 0.08% -19 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,027 $837K 0.23% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,659 $793K 0.02% +1,159 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,619 $792K 0.01% +301 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,636 $790K 0.08% -40 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,549 $780K new Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 7,500 $767K 0.4% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,335 $755K <0.01% -530 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,316 $752K <0.01% +15 13F-HR/A Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 6,269 $746K 0.56% +62 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,224 $741K 0.32% +1,134 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,983 $713K 0.04% -237 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,953 $709K <0.01% -267 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 5,951 $709K <0.01% -26 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,928 $706K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,852 $697K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,833 $695K 0.02% +512 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,661 $674K 0.6% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,630 $671K 0.01% +366 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,611 $668K 0.01% -40 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,559 $662K 0.02% +47 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,531 $662K 0.06% -406,712 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,501 $655K 0.22% -415 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,482 $653K 0.02% -86 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,411 $645K 0.02% +82 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,313 $633K 0.1% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,179 $630K 0.02% +3 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,235 $624K 0.01% new 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,117 $609K 0.11% +208 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,105 $608K 0.24% -523 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,993 $595K 0.05% +76 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,974 $593K <0.01% +2,074 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,952 $590K 0.06% -1,100 13F-HR Timeline Prairie Wealth Advisors, Inc. 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