BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,432,963 $783M 0.06% -71,967 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 954,253 $116M 0.01% -124,438 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 893,831 $109M 0.04% -19,067 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 527,760 $64.2M 0.01% -15,429 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 294,263 $35.8M 0.01% -56,031 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 265,896 $32.3M 0.01% -284,486 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 188,699 $23M <0.01% +19,921 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 164,762 $20M <0.01% +11,987 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 161,200 $19.6M 0.04% new 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. 149,703 $18.2M 0.01% -17,255 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 133,567 $16.2M 0.05% -11,065 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 133,518 $16.2M <0.01% -7,384 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 126,885 $15.4M 0.03% +14,251 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 109,195 $13.3M 0.02% +3,228 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 96,164 $11.7M +4,015 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 94,458 $11.5M 0.02% +5,329 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 83,173 $10.1M 0.05% -79,765 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 77,809 $9.46M +5,745 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 72,451 $8.81M 0.09% +774 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 64,348 $7.94M 1.38% -1,589 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 64,800 $7.88M 0.01% +7,517 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 62,874 $7.65M 0.02% +769 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,184 $7.2M 0.02% -262 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 56,009 $6.81M 0.02% -99 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/ 55,054 $6.69M 0.01% +54 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 53,672 $6.53M 0.05% +1,797 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 49,570 $6.03M 1.39% -650 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 48,482 $5.9M 0.16% -306 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 46,733 $5.68M 0.48% +3,662 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 45,717 $5.56M 0.01% -31,072 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 45,441 $5.53M 0.01% +3,840 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,381 $5.28M <0.01% new 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 40,939 $4.98M 1.79% -2,213 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 40,403 $4.91M 0.06% +929 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 36,294 $4.41M 0.02% -1,876 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 36,019 $4.38M -2,610 Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 34,759 $4.23M 0.3% +1,689 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33,524 $4.08M <0.01% -24,527 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 33,388 $4.06M 0.27% +1,021 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 33,206 $4.04M 0.44% +127 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,864 $4M 0.01% +171 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 32,241 $3.92M 0.26% +28 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 31,764 $3.86M 0.05% +21,099 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,644 $3.73M 0.02% +4,652 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 30,052 $3.66M 0.23% +6,478 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 28,165 $3.43M 1.89% -1,276 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 28,110 $3.42M 0.05% +1,058 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 27,075 $3.29M 0.27% -190 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 26,622 $3.24M 0.16% -5,440 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 26,105 $3.18M <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,036 $3.05M 0.05% +305 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,668 $3M -4,237 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,161 $2.98M <0.01% -1,326 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,115 $2.93M 0.01% +4,174 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,674 $2.88M 0.04% +2,087 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23,483 $2.86M 0.58% +1,601 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 23,327 $2.84M 1.98% -167 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 23,116 $2.81M <0.01% -19,542 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 22,690 $2.76M 0.06% +6,023 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,287 $2.71M 0.02% -2,633 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 22,198 $2.7M +660 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,170 $2.7M 0.09% -96 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 22,151 $2.69M 0.03% +17,745 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 21,922 $2.67M 0.04% -9,856 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 21,011 $2.56M 0.21% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,624 $2.51M 0.05% +11,558 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20,083 $2.44M 0.01% -3,696 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,222 $2.34M 0.44% +5,779 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,148 $2.33M 0.28% +712 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,723 $2.28M <0.01% -1,588 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 18,271 $2.22M 0.29% -588 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 18,227 $2.22M 0.47% +690 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,134 $2.21M 0.41% +478 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,575 $2.14M 0.02% +10,609 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 17,370 $2.11M 1% -43 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 17,351 $2.11M 0.84% -1,938 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,493 $2.01M 0.02% -860 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,282 $1.98M 0.01% +1,007 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,119 $1.96M <0.01% -12,897 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,095 $1.96M 0.16% -340 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,914 $1.94M 0.04% -24 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,712 $1.79M <0.01% -87 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 14,516 $1.77M 0.23% -135 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 14,111 $1.72M 0.06% +21 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,584 $1.69M 0.04% +4,332 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 13,388 $1.63M 0.78% -515 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,353 $1.62M 0.03% +13,074 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,140 $1.6M 0.05% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 12,950 $1.58M 0.67% +606 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,890 $1.57M <0.01% +1,423 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,810 $1.56M 0.08% new 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,428 $1.51M 0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,362 $1.5M <0.01% -751 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,253 $1.49M <0.01% +448 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,078 $1.47M 0.09% -172 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,906 $1.45M <0.01% -54,812 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11,909 $1.43M 0.46% +17 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,564 $1.41M 0.03% -10,856 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,929 $1.33M 0.06% -110 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,920 $1.33M 0.03% +3,020 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,887 $1.32M 0.04% -34,876 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 10,737 $1.31M 0.42% -386 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) 10,606 $1.29M 0.03% +10,604 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,599 $1.29M 0.14% +953 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,599 $1.29M 0.53% +5 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,447 $1.27M 0.01% +122 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,226 $1.24M 0.07% -85 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 10,080 $1.23M 0.73% -3,509 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $1.22M <0.01% 0 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 10,000 $1.22M 1.24% +1,600 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,977 $1.21M 0.01% +591 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 9,918 $1.21M 0.39% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,868 $1.2M 0.04% -719 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,948 $1.09M 0.09% -21 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,942 $1.09M 0.05% +281 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,733 $1.06M 0.01% +343 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,656 $1.05M 0.01% +464 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,642 $1.05M 1.21% +1,197 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,611 $1.05M 0.43% -87 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,383 $1.02M 0.07% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,249 $1M 0.03% -473 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,780 $946K 0.37% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 7,588 $923K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,576 $922K 0.28% +2,387 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,573 $921K <0.01% +355 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 7,521 $915K 0.16% -39 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,495 $912K 0.12% -265 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,150 $870K 0.07% +898 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,868 $835K <0.01% -1,724 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,757 $822K 0.21% +10 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,549 $797K 0 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,403 $779K 0.02% -190 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,292 $765K <0.01% +41 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,030 $733K <0.01% +77 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,021 $732K 0.03% -756 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,672 $690K 0.01% -3,019 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,650 $689K 0.02% -22,287 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,622 $684K 0.01% +610 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,612 $683K 0.02% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,610 $682K 0.11% +155 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,563 $677K 0.05% +542 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,527 $672K 0.01% -1 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,511 $670K 0.58% -150 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,500 $669K 0.33% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,416 $659K 0.05% -121 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,319 $647K 0.06% -40 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,243 $638K 0.05% -510 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,210 $634K <0.01% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,180 $630K 0.32% +1,057 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,174 $629K 0.05% +303 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,130 $624K 0.04% -100 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,089 $619K 0.05% -2,682 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,089 $619K 0.01% +2,154 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,075 $617K 0.03% -858 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,065 $616K 0.02% -150 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 5,021 $611K 0.29% -1,075 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,996 $608K <0.01% -609 13F-HR/A Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 4,851 $597K 0.21% -232 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,906 $597K <0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,900 $596K 0.01% +168 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,882 $594K 0.05% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,845 $589K 0.25% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,811 $585K 0.07% -765 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,776 $581K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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