BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,504,930 $665M 0.06% -239,317 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,078,691 $110M 0.01% -35,132 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 912,898 $93.3M 0.04% +80,874 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 550,382 $56.3M 0.02% +280,749 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 543,189 $55.5M 0.01% +30,233 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 350,294 $35.8M 0.01% -28,319 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 252,149 $25.8M 4.78% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 168,778 $17.3M <0.01% -19,331 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 166,958 $17.1M 0.01% -4,641 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 162,938 $16.7M 0.1% +1,350 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 152,775 $15.6M <0.01% -18,548 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 144,632 $14.8M 0.05% +17,317 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 140,902 $14.4M <0.01% +771 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 112,634 $11.5M 0.03% +6,437 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 105,967 $10.8M 0.02% +4,606 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 92,149 $9.42M -148,186 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,129 $9.11M 0.02% -33,467 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 76,789 $7.85M 0.01% +61,102 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 72,064 $7.37M -2,547 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,677 $7.33M 0.09% -46 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 65,937 $6.94M 1.36% -3,261 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 66,718 $6.82M 0.01% +6,704 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 62,105 $6.35M 0.02% -1,317 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 59,485 $6.08M 0.13% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,446 $6.08M 0.02% -18,536 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58,051 $5.93M <0.01% +25,397 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,283 $5.86M 0.01% +4,893 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 56,108 $5.74M 0.02% +7,614 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/ 55,000 $5.62M 0.01% -1,737 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 51,875 $5.3M 0.05% +12,655 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 50,220 $5.13M 1.24% -375 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 48,788 $4.99M 0.17% -5,105 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45,763 $4.68M 0.14% +31,670 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 43,152 $4.41M 1.65% +3,438 13F-HR/A Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 43,071 $4.4M 0.39% +1,771 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 42,658 $4.36M <0.01% -8,704 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 41,601 $4.25M 0.01% +3,914 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 39,474 $4.04M 0.06% -8,300 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,629 $3.95M -4,061 Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 38,170 $3.9M 0.02% +147 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,528 $3.73M <0.01% +7,911 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 33,079 $3.38M 0.42% -842 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 33,070 $3.38M 0.26% -5,515 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,693 $3.34M 0.01% +2,136 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,367 $3.31M 0.25% -531 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 32,213 $3.29M 0.24% -958 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 32,062 $3.28M 0.1% +5,482 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 31,778 $3.25M 0.06% +2,508 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 28,905 $3.14M -1,327 Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 29,441 $3.01M 1.85% -9 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,016 $2.97M <0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 27,937 $2.86M 0.03% -420 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 27,273 $2.79M 0.34% -188 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 27,265 $2.79M 0.25% +745 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,052 $2.77M 0.04% +4,081 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,992 $2.66M 0.02% -564 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,487 $2.61M <0.01% -510 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,920 $2.55M 0.02% -570 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,731 $2.53M 0.05% +2,612 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23,779 $2.43M 0.01% +2,655 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 23,574 $2.41M 0.17% +21,168 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 23,494 $2.4M 1.85% -318 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 22,420 $2.29M 0.05% -634 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,266 $2.28M 0.08% -1,435 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 21,882 $2.24M 0.48% -8,278 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 21,587 $2.21M -3,444 Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 21,538 $2.2M -1,346 Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 21,011 $2.15M 0.19% -1,246 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,311 $2.08M <0.01% +960 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 19,941 $2.04M 0.01% +11,782 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 19,289 $1.97M 0.92% -3,224 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 18,859 $1.93M 0.28% -9 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18,436 $1.88M 0.28% +1,907 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,656 $1.8M 0.37% -34 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 17,537 $1.79M 0.49% -2,074 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 17,413 $1.78M 0.95% +370 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,353 $1.77M 0.02% +2,327 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,667 $1.7M 0.05% +11,185 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,435 $1.68M 0.14% +16,419 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,938 $1.63M 0.04% +569 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 15,275 $1.56M 0.01% +1,890 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 14,799 $1.51M <0.01% +547 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 14,651 $1.5M 0.21% -295 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 14,090 $1.44M 0.06% -4,459 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 13,903 $1.42M 0.77% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 13,707 $1.4M 0.16% -946 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 13,589 $1.39M 0.94% +96 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 13,443 $1.37M 0.31% -892 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,140 $1.34M 0.04% -160 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 13,120 $1.34M 0.33% -117 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,113 $1.34M <0.01% -11,053 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,428 $1.27M 0.01% -1,990 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 12,344 $1.26M 0.63% -8,692 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,250 $1.25M 0.08% -1,573 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 12,238 $1.25M 0.39% -23,096 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,805 $1.21M <0.01% -516 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,600 $1.19M <0.01% +8,400 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,578 $1.18M 0.08% +8,375 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,467 $1.17M <0.01% +3 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11,892 $1.16M 0.53% -630 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,123 $1.14M 0.43% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,039 $1.13M 0.06% -101 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,743 $1.1M 0.01% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 10,665 $1.09M 0.02% -3,130 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,594 $1.08M 0.5% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,587 $1.08M 0.03% -5,739 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,066 $1.08M 0.02% +140 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,325 $1.06M 0.01% -1,797 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,311 $1.05M 0.07% -117 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $1.02M <0.01% 0 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 9,918 $1.01M 0.36% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,771 $999K <0.01% +2,153 13F-HR/A Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,646 $986K 0.11% -728 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,386 $960K 0.01% -299 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,252 $956K 0.03% +4,073 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,969 $917K 0.08% -912 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,722 $892K 0.03% -4,469 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,698 $889K 0.44% -106 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,691 $888K 0.01% +297 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,661 $885K 0.05% +4,171 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 8,400 $859K 0.89% -18,200 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,390 $858K 0.01% -395 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,383 $857K 0.07% -25 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,192 $837K 0.01% +372 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,900 $808K 0.02% -1,715 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,780 $795K 0.32% +50 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,771 $794K 0.06% -153 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,760 $793K 0.12% -1,855 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 7,588 $776K 0.05% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 7,560 $773K 0.16% -6 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,592 $769K <0.01% +43 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,445 $761K 1.09% +132 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,218 $738K <0.01% +2,847 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,966 $721K 0.01% +347 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,777 $693K 0.02% -2,799 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,747 $690K 0.19% -280 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,593 $674K 0.02% -66 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,558 $670K 0.01% +3,732 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,549 $670K 0 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,252 $639K 0.06% +721 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,251 $639K <0.01% +300 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,096 $623K 0.35% -128 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,070 $621K 0.08% -2,240 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,953 $609K <0.01% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,939 $607K 0.03% -2,498 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,933 $606K 0.03% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,753 $589K 0.05% +1,488 13F-HR/A Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,661 $579K 0.59% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,612 $574K 0.01% +53 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,605 $573K <0.01% +747 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,576 $570K 0.08% +263 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,537 $566K 0.05% -1,099 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,528 $565K 0.01% -83 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,500 $562K <0.01% -3,500 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,500 $562K 0.29% -2,000 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,455 $558K 0.1% +338 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,359 $548K 0.06% -1,702 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,294 $541K 0.02% -117 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,235 $535K 0.01% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,230 $535K 0.03% -753 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,215 $533K 0.02% -618 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,210 $533K <0.01% -1,125 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,189 $530K 0.18% -312 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,113 $523K 0.08% +299 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,021 $513K 0.04% +2,891 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,012 $512K 0.01% -618 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,983 $509K 0.15% +280 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,889 $500K 0.01% +1,055 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,882 $499K 0.05% -70 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,871 $498K 0.04% -122 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,845 $495K 0.24% -62 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,085 $487K 0.32% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,732 $484K 0.01% +133 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 4,587 $469K 0.37% +80 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,083 $468K 0.2% +3,390 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,563 $467K 0.02% -285 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,513 $461K 0.01% -223 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,500 $460K 0.06% 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,453 $455K 0.21% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 4,406 $450K 0.01% +626 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,363 $446K 0.19% -101 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,347 $444K 0.22% -20 13F-HR/A Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,211 $430K 0.09% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,196 $429K 0.07% +1,500 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,129 $422K 0.21% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,123 $421K 0.27% +1,137 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,083 $417K <0.01% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,952 $404K 0.26% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,762 $403K 0.01% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,933 $402K 0.47% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,847 $393K 0.01% -137 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,777 $386K 0.01% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,763 $385K 0.15% -1,342 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,760 $384K 0.03% +231 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,757 $384K 0.06% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,708 $379K <0.01% +325 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,705 $379K 0.01% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,663 $375K 0.17% -169 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,632 $371K <0.01% -400 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 3,605 $369K 0.37% -46 13F-HR Timeline