BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,579,636 $205M 0.01% -108,333 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 917,710 $119M 0.03% +17,690 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 910,867 $118M 0.01% -25,663 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 521,183 $67.8M -17,813 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 335,915 $43.7M 0.01% +47,229 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 262,761 $34.2M 0.01% -2,007 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 204,800 $26.6M 0.04% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 188,407 $24.5M <0.01% +14,457 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 156,506 $20.4M <0.01% -7,490 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 136,150 $17.7M 0.02% -17,328 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 135,471 $17.6M <0.01% +1,465 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 131,354 $17.1M 0.02% -3,747 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. 129,497 $16.8M 0.01% -4,482 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 128,633 $16.7M -28,578 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 106,315 $13.8M 0.04% -9,929 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 84,442 $11M 0.05% +281 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 81,516 $10.6M +2,347 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,504 $9.95M 0.01% -8,033 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 74,215 $9.64M 3.38% +3,036 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 72,163 $9.39M 0.02% +6,430 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 71,970 $9.36M 0.01% +57,117 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 60,914 $7.92M 0.02% -1,740 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,852 $7.53M 0.01% -1,989 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 56,585 $7.36M 0.02% -4,397 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 56,428 $7.34M <0.01% -51,180 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/ 53,887 $7.01M 0.01% -2,264 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 52,456 $6.82M 0.15% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 51,804 $6.74M 0.05% -507 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 50,490 $6.57M 0.15% -1,140 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 50,265 $6.54M 0.04% +37,693 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 54,770 $6.52M 1% -9,101 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 48,615 $6.32M 1.34% -105 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,535 $5.66M 0.01% +1,428 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 42,341 $5.51M 1.79% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 41,551 $5.41M 0.06% -1,842 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 40,785 $5.31M 0.13% new 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 36,954 $4.81M 0.31% +1,409 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,133 $4.57M 0.01% +1,714 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,427 $4.48M 0.02% +2,565 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 34,365 $4.47M 0.01% +862 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,723 $4.26M 0.24% -129 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 32,287 $4.2M 1.68% +1,209 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 32,208 $4.19M 0.25% -8 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 31,611 $4.11M 0.41% -2,052 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 29,075 $3.78M 0.04% +590 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 29,068 $3.78M 0.18% +527 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 27,759 $3.61M 2.23% +3,365 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 27,730 $3.61M 1.76% -425 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,426 $3.58M <0.01% +582 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,819 $3.49M 0.17% +878 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 26,428 $3.44M 0.05% -970 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26,344 $3.43M 0.01% +5,024 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 25,042 $3.26M <0.01% new 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 24,997 $3.25M 0.23% -603 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,885 $3.24M 0.01% -130 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,770 $3.22M <0.01% -1,290 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 24,465 $3.18M 0.05% -700 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,301 $3.16M +6,435 Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,500 $3.06M 0.03% -134 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 23,487 $3.06M +592 Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23,115 $3.01M 0.57% +205 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 22,986 $2.99M 1.47% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,969 $2.99M 0.02% -645 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 22,197 $2.89M 1.93% -1,015 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 22,166 $2.88M 0.04% +1,170 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 20,078 $2.61M 0.07% -4 13F-HR/A Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 19,810 $2.58M 0.04% -1,070 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,623 $2.55M 0.27% +846 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 19,589 $2.55M <0.01% -1 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 19,459 $2.53M 0.49% +1,116 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 19,060 $2.48M 2.43% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,808 $2.45M 0.27% -600 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,646 $2.43M <0.01% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 18,271 $2.38M 0.27% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 17,450 $2.27M 2.13% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,288 $2.25M 0.17% -499 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,332 $2.12M 0.01% -395 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 16,027 $2.08M 0.01% -119 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,925 $2.07M 0.02% +404 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 15,838 $2.06M 0.63% -956 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 15,638 $2.03M 0.04% -2,198 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 15,619 $2.03M 0.81% -275 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 15,374 $2M 0.32% -2,638 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,368 $2M <0.01% -476 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,214 $1.98M 0.03% -988 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 15,178 $1.97M 0.16% -2,450 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 15,012 $1.95M <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,980 $1.95M 0.02% +362 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 14,927 $1.94M 0.7% +996 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 14,905 $1.94M <0.01% +100 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,886 $1.86M 0.01% +1,258 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,860 $1.8M 0.06% -117 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,101 $1.7M 0.04% +11 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 12,992 $1.69M 0.78% -9 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12,671 $1.65M 0.2% -245 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,572 $1.64M <0.01% +686 13F-HR Timeline Group Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 12,439 $1.62M 1.26% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,074 $1.57M 0.09% -2 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,817 $1.54M 0.03% -1,966 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,767 $1.53M 0.01% +760 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,329 $1.48M 0.15% +770 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 10,610 $1.38M 0.4% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,431 $1.36M 0.05% +100 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,242 $1.33M <0.01% +7,552 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,125 $1.32M 0.01% -200 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $1.3M <0.01% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,771 $1.27M 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,676 $1.26M 0.1% +453 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,670 $1.26M 0.03% +71 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 9,553 $1.24M 0.47% -105 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,494 $1.23M 0.02% -232 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,483 $1.23M <0.01% -2,678 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,457 $1.23M 0.05% +625 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,357 $1.22M 0.03% -130 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10,518 $1.21M 0.35% -941 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,161 $1.19M 0.01% -984 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 9,012 $1.17M 0.04% +3,075 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,557 $1.11M 0.03% +299 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,520 $1.11M 0.01% +27 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,504 $1.11M 0.02% -352 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,474 $1.1M 0.05% -282 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,434 $1.1M 1.08% -102 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,429 $1.1M 0.02% new 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,406 $1.09M 0.01% +3,775 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 8,404 $1.09M 1.02% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,378 $1.09M 0.07% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 8,328 $1.08M <0.01% new 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 8,300 $1.08M 1.5% -11,300 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,195 $1.07M 0.01% +3,262 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,138 $1.06M 0.49% +1,571 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,126 $1.06M 0.38% -418 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,121 $1.06M <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,908 $1.03M 0.22% -80 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,907 $1.03M <0.01% +1,350 13F-HR/A Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 7,730 $1.01M 0.34% 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,727 $1.01M 0.38% -3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,454 $970K 0.07% +304 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,419 $965K 0.01% -64,840 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,165 $932K 0.02% +107 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,161 $931K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,036 $915K 0.06% +3,800 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,936 $902K 0.03% +733 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 6,876 $894K 0.38% +1,376 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,793 $884K new Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 6,556 $853K 0.07% -827 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,553 $852K <0.01% -152 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,441 $838K 0.06% +1,339 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,343 $825K 0.01% -65 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,320 $822K 0.11% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,229 $810K 0.01% +414 13F-HR/A Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,215 $808K 0.11% +546 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,160 $801K 0.13% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,028 $792K 0.02% +608 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,066 $789K <0.01% -42 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 6,060 $788K <0.01% +17 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,026 $784K 0.18% -231 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,933 $772K <0.01% -50 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,570 $725K <0.01% +443 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,456 $710K 0.56% -55 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,393 $701K 0.03% +273 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,369 $698K 0.08% +125 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,353 $696K 0.05% -48 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,440 $695K 0.2% +389 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,316 $692K 0.05% -128 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,235 $681K 0.01% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,148 $670K 0.05% -455 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,130 $667K <0.01% -80 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,027 $654K 0.02% -38 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,853 $631K 0.19% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,829 $628K <0.01% +1,969 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $622K 0.26% -4,785 13F-HR Timeline Amount filed as zero, left out of ratios. PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,738 $616K 0.01% +719 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,655 $606K <0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,500 $585K 0.06% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,490 $584K 0.01% 0 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,477 $582K 0.02% +99 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,461 $580K 0.01% -50 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 $578K 0.35% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,412 $574K <0.01% -366 13F-HR/A Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,366 $568K 0.08% +156 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,297 $559K 0.13% +117 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,292 $558K 0.22% -36 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,272 $556K 0.41% -3,726 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,245 $552K 0.02% +60 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,221 $549K 0.01% -9 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,171 $543K 0.24% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,139 $538K 0.03% +507 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,110 $535K <0.01% +7 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,092 $532K 0.02% -333 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,041 $526K 0.16% -104 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,026 $524K 0.17% +138 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,150 $512K 0.01% +100 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,846 $500K 0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,808 $496K <0.01% 13F-HR/A Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,789 $493K 0.02% -890 13F-HR/A Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,762 $489K 0.28% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,757 $489K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,741 $487K 0.01% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,657 $476K 0.17% -66 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,633 $473K <0.01% +2,989 13F-HR Timeline Group