BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,687,969 $227M 0.02% -4,744,994 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 936,530 $126M 0.01% -17,723 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 900,020 $121M 0.04% +6,189 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 538,996 $72.5M 0.01% +11,236 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 288,686 $38.8M 0.01% -5,577 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 264,768 $35.6M 0.01% -1,128 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 173,950 $23.4M <0.01% -14,749 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 163,996 $22M 0.01% -766 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 157,211 $21.1M +61,047 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 153,478 $20.6M 0.02% +59,020 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 134,006 $18M <0.01% +488 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. 133,979 $18M 0.01% -15,724 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 135,101 $17.6M 0.02% +8,216 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 116,244 $15.6M 0.04% -17,323 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 107,608 $14.5M 0.01% +95,702 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 84,537 $11.4M 0.01% -24,658 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 84,161 $11.3M 0.06% +988 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 79,169 $10.6M +1,360 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 72,259 $9.71M 0.09% -192 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 71,179 $9.57M 3.54% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 65,733 $8.84M 0.02% +2,859 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 63,871 $8.59M 1.41% -477 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 62,654 $8.42M 0.02% +6,645 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,982 $8.2M 0.02% +1,798 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 59,841 $8.04M 0.01% -4,959 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/ 56,151 $7.54M 0.01% +1,097 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 52,311 $7.03M 0.05% -1,361 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 51,711 $6.95M 0.54% +4,978 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 51,630 $6.94M 0.17% +3,148 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 48,720 $6.55M 1.41% -850 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 43,393 $5.84M 0.07% +2,990 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,107 $5.66M 0.01% -3,334 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 35,545 $4.78M 0.32% +786 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 33,663 $4.53M 0.46% +457 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 33,503 $4.5M -2,516 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,419 $4.49M 0.01% +555 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,852 $4.42M 0.27% -536 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 32,216 $4.33M 0.26% -25 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,862 $4.28M 0.02% +1,218 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 31,078 $4.2M 1.76% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 28,541 $3.84M 0.18% +1,919 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 28,485 $3.83M 0.05% -3,279 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 28,155 $3.78M 1.87% -10 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,398 $3.68M 0.04% -712 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,844 $3.6M 0.01% +2,683 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,060 $3.5M <0.01% -7,464 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,941 $3.49M 0.21% +20,698 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 25,600 $3.44M 0.27% -1,475 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,165 $3.38M 0.05% +129 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 25,015 $3.36M 0.01% +900 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 24,394 $3.28M 2.26% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,634 $3.18M 0.04% -40 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,614 $3.17M 0.02% +1,327 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 23,212 $3.12M 2.07% -115 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22,910 $3.08M 0.59% -573 13F-HR/A Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 22,895 $3.08M +697 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21,320 $2.87M 0.01% +1,237 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,996 $2.82M 0.05% +372 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 20,880 $2.81M 0.04% -1,810 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 20,082 $2.7M 0.08% -2,088 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 19,600 $2.63M 2.07% +9,600 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 19,590 $2.63M <0.01% -3,526 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,408 $2.61M 0.35% +186 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18,777 $2.52M 0.28% -371 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 18,343 $2.47M 0.48% +116 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 18,271 $2.46M 0.29% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,012 $2.42M 0.42% -122 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 17,866 $2.4M -6,802 Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 17,836 $2.4M 0.04% -4,086 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,787 $2.39M 0.18% +1,692 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 17,628 $2.37M 0.19% -3,383 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 16,794 $2.26M 0.74% -557 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,727 $2.25M 0.01% +445 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,202 $2.18M 0.04% +288 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,146 $2.17M 0.01% -1,429 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 15,894 $2.14M 0.92% -1,476 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,844 $2.13M <0.01% -2,879 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 15,521 $2.09M 0.02% -972 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,853 $2M <0.01% -1,266 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 14,805 $1.99M <0.01% +93 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,618 $1.96M 0.03% +1,265 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,783 $1.88M 0.04% +199 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,977 $1.88M 0.07% -134 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 13,931 $1.87M 0.69% +981 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,090 $1.76M 0.05% -50 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 13,001 $1.75M 0.79% -387 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12,916 $1.74M 0.22% -1,600 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,628 $1.7M 0.01% +200 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 12,572 $1.69M 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,208 $1.64M <0.01% -154 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,161 $1.63M <0.01% -729 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,076 $1.62M 0.1% -2 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,886 $1.6M <0.01% -367 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11,459 $1.54M 0.53% -450 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,007 $1.48M 0.01% +1,030 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,559 $1.45M 0.15% -40 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 10,610 $1.43M 0.42% -127 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,331 $1.39M 0.05% -598 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,325 $1.39M 0.01% -122 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,145 $1.36M 0.01% +1,489 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $1.34M <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 9,726 $1.31M 0.03% -1,838 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 9,658 $1.3M 0.5% -941 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,599 $1.29M 0.04% -269 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,487 $1.28M 0.03% -1,400 13F-HR/A Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,223 $1.24M 0.09% +275 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,856 $1.19M 0.03% +607 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,832 $1.19M 0.05% -110 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,756 $1.18M 0.06% -1,470 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,544 $1.15M 0.43% -67 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,536 $1.15M 1.09% -106 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,493 $1.14M 0.01% -240 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,378 $1.13M 0.07% -5 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,258 $1.11M 0.03% -2,662 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 7,998 $1.08M 0.74% -2,082 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,988 $1.07M 0.29% +412 13F-HR/A Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,730 $1.04M 0.4% -50 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,630 $1.03M 0.06% +7,390 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 7,518 $1.01M 0.17% -3 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,383 $992K 0.12% -112 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,058 $949K 0.02% +1,969 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,705 $901K <0.01% -868 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,567 $883K 0.4% +1,387 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,557 $881K <0.01% +265 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,420 $864K 0.02% +17 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,408 $861K 0.01% +786 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,150 $860K 0.07% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,257 $841K 0.2% -500 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,203 $834K 0.03% +182 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,108 $821K <0.01% +78 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,043 $812K <0.01% -825 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,983 $804K 0.01% +311 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,937 $798K 0.02% +2,671 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,815 $782K 0.02% +203 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,669 $762K 0.11% +59 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,603 $753K 0.05% +40 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,511 $744K 0.58% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,500 $739K 0.33% 0 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,444 $732K 0.05% +270 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,401 $726K 0.05% -15 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,244 $705K 0.08% +433 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,235 $704K 0.01% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,210 $700K <0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,127 $689K <0.01% +221 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,120 $688K 0.04% -10 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,102 $686K 0.05% +220 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,065 $681K 0.02% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,051 $679K 0.22% +200 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,933 $663K 0.01% -594 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 4,927 $663K 0.59% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,853 $652K 0.2% -5,065 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,785 $643K 0.26% -60 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,778 $642K <0.01% -218 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,679 $629K 0.06% -640 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,655 $626K <0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,631 $623K 0.01% -269 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,511 $606K 0.01% -9 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,500 $605K 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,490 $603K 0.01% -18 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,477 $602K 0.59% +121 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 4,447 $598K 0.38% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,425 $595K 0.02% -650 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,420 $594K 0.01% -356 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,378 $588K 0.02% +83 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,373 $588K 0.01% -129 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,328 $582K 0.23% -12 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,050 $572K 0.01% +125 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,230 $569K 0.01% -305 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,210 $566K 0.08% +118 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,185 $563K 0.02% -409 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,180 $562K 0.13% +7 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,171 $561K 0.09% -5 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,170 $560K <0.01% +701 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,145 $557K 0.17% +38 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,103 $552K <0.01% +35 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,019 $540K <0.01% new 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,888 $523K 0.13% -134 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,886 $522K 0.24% -1,135 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,757 $505K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,741 $503K 0.01% -36 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,723 $500K 0.19% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,632 $488K 0.03% -57 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,613 $486K 0.16% +1 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 $470K 0.11% 0 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,287 $442K 0.11% +1,293 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,263 $439K 0.01% -385 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,260 $438K <0.01% -221 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,236 $435K 0.03% -224 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,221 $433K 0.28% -15 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,200 $430K 0.06% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,157 $424K 0.05% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,154 $424K <0.01% +383 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,125 $420K 0.14% +427 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,074 $413K 0.03% +20 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,980 $413K 0.01% -10 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,067 $412K 0.08% +300 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,995 $409K 0.1% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,955 $397K 0.04% +365 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,931 $394K 0.02% -657 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,925 $393K 0.02% -594 13F-HR Timeline