BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,155,332 $280M 0.02% -351,791 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,642,265 $213M 0.02% -35,780 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,201,763 $156M 0.03% -163,474 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,177,695 $153M 0.04% -3,179 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 908,019 $118M 0.32% -68,510 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 789,693 $102M 0.1% -73,401 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 617,960 $80.2M 0.03% +6,449 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 584,452 $75.8M +75,698 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 409,109 $53.1M 0.01% +4,839 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 386,629 $50.1M 1.2% +16,693 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 335,025 $43.5M 0.55% -5,994 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 317,021 $41.1M 0.04% +4,396 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 302,213 $39.2M 0.03% +2,364 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 258,098 $33.5M 0.06% +14,908 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 249,976 $32.4M 0.01% -13,277 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 227,483 $29.5M 0.07% +40,924 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 226,060 $29.3M 0.1% +28,219 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 219,815 $28.5M 0.04% +14,630 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 167,408 $21.7M 0.62% +63,507 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 160,923 $20.9M 0.03% -6,187 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 148,496 $19.3M 1.33% +14,156 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 147,993 $19.2M 0.01% -56,009 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 145,443 $18.9M 0.03% +6,879 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 139,602 $18.1M 0.61% +3,390 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 136,159 $17.7M 0.04% +10,242 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 116,561 $15.1M 1.62% -5,986 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 116,407 $15.1M 3.78% +452 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 115,569 $15M <0.01% -5,866 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 114,589 $14.9M 8.98% -6,010 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 113,789 $14.8M 0.05% +8,659 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 113,345 $14.7M 1.52% +465 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 102,378 $13.3M 0.01% -6,105 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 100,203 $13M 2.03% +1,170 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 92,985 $12.1M 8.3% +3,238 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 90,422 $11.7M 5.42% -17,003 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 86,902 $11.3M 0.03% +644 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 84,448 $11M 0.09% -15,571 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 83,393 $10.8M 0.03% -9,606 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 82,735 $10.7M 1.31% -4,294 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 77,888 $10.1M 0.04% -3,237 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 72,061 $9.36M 0.11% +63,723 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 71,210 $9.24M +1,557 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,590 $8.77M 0.01% -693 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 65,154 $8.45M 0.61% -487 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 58,871 $7.64M 0.27% -3,308 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,281 $7.56M 0.01% -984 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 57,831 $7.5M -7,440 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 55,590 $7.21M 0.01% +19,161 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55,506 $7.2M 0.11% +28,501 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 55,430 $7.19M 1.2% -1,090 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 54,776 $7.1M 0.09% -12,371 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,582 $6.95M 0.05% -10,781 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 52,826 $6.85M 0.04% -1,191 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 51,886 $6.71M -4,139 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 51,073 $6.62M 0.41% +735 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 50,165 $6.51M 1.45% +1,892 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,742 $6.45M 0.02% +358 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 49,454 $6.41M 3.51% -1,426 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 49,248 $6.39M 0.03% +551 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 48,101 $6.24M 2.26% +474 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 44,260 $5.74M <0.01% -3,251 13F-HR/A Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 40,482 $5.25M 3.21% +2,592 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 40,208 $5.22M 1.63% +2,827 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 43,568 $5.09M 0.25% -836,544 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 43,000 $4.81M 0.07% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 36,510 $4.74M 1.15% +2,372 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 35,788 $4.64M 1.38% +1,556 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 35,761 $4.64M 0.02% -5,312 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 35,322 $4.58M 0.37% -14,624 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,675 $4.5M 0.08% +463 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,672 $4.5M 0.03% -2,897 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 34,418 $4.46M 1.05% -465 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 34,350 $4.46M 0.22% -1,496 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,046 $4.42M 0.01% -469 13F-HR Timeline Group Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 33,150 $4.31M 0.98% +3,885 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 33,047 $4.29M 0.04% -54,751 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,977 $4.28M 0.66% +767 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,540 $4.22M 0.04% +5,613 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 32,540 $4.22M 0.04% +5,613 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32,416 $4.2M 0.1% -705 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 31,920 $4.14M 2.45% -1,392 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,896 $4.14M 0.05% +2,745 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 31,766 $4.12M 0.18% +135 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 31,247 $4.05M 0.38% +644 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 30,806 $4M 2.53% +1,574 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 30,602 $3.97M 0.01% +6,487 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 30,446 $3.95M 0.24% +442 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 28,765 $3.73M 0.83% -276 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,615 $3.71M 0.02% -2,065 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 28,321 $3.67M -5,160 Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 28,080 $3.64M 0.27% -715 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 27,970 $3.63M 0.23% -140 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 27,720 $3.6M 5.13% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 27,719 $3.6M 0.01% -2,268 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 27,248 $3.53M 0.02% +13,777 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,184 $3.53M 0.01% -210 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 26,770 $3.47M 0.34% +26,328 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,756 $3.47M 0.01% +1,314 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,687 $3.46M 0.1% +1,071 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 28,014 $3.36M 0.19% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 25,868 $3.36M 0.11% -16,042 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 24,810 $3.22M 1.05% -828 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 24,748 $3.21M 0.05% +525 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 24,168 $3.13M 2.13% -14 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 24,085 $3.12M 1.19% -2,009 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 23,806 $3.09M <0.01% +2,077 13F-HR Timeline Group HC Advisors, LLC More: the full row for HC Advisors, LLC 23,786 $3.09M 2.31% +295 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 23,765 $3.08M <0.01% 0 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 23,732 $3.08M 1.33% +477 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 23,655 $3.07M 1.76% +1,872 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 23,332 $3.03M 1.55% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 22,918 $2.97M 1.55% +183 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 22,132 $2.9M 0.35% -20,000 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,333 $2.9M 0.07% -1,027 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22,271 $2.89M 0.36% +3,249 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 22,159 $2.87M 0.11% -442 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,941 $2.85M 0.01% -612 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 21,908 $2.84M 0.05% -30 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,701 $2.81M 0.02% -1,380 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 21,262 $2.76M 2.85% +361 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 21,035 $2.73M 1.72% +1,071 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 20,869 $2.71M 0.01% -388 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 20,604 $2.67M 4.12% +872 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 20,520 $2.66M 1.34% +35 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 20,487 $2.66M 0.01% -80 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 20,310 $2.63M 0.16% -2,096 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,028 $2.6M 1.64% +846 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 19,933 $2.59M 0.72% +709 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19,841 $2.57M 0.02% -8,878 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 19,807 $2.57M 2.85% +520 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 19,476 $2.53M 0.2% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 19,384 $2.51M 0.04% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 19,318 $2.51M 2.17% +592 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,914 $2.45M 0.08% +137 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 18,450 $2.39M 0.11% -484 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 18,202 $2.36M 0.32% +2,737 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,157 $2.36M 0.03% +30 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 17,914 $2.32M 0.64% -3,056 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 17,390 $2.26M 1.62% +591 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 17,232 $2.21M 2.11% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,963 $2.2M <0.01% +1,487 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 16,767 $2.17M 0.06% -75 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,635 $2.16M 1.07% +312 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,442 $2.13M 0.08% -1,353 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 16,302 $2.11M 1.95% +1,124 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 17,612 $2.11M 0.53% +5,376 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,234 $2.11M 0.08% -10,845 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,992 $2.07M 0.19% -255 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,282 $1.98M 0.03% +735 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 15,213 $1.97M 0.63% -59 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 15,148 $1.96M 0.46% new 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 14,917 $1.94M 1.02% +85 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,862 $1.93M 0.25% -4,838 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,537 $1.89M 0.06% -73 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 14,263 $1.85M 0.78% +42 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,121 $1.83M 0.51% -522 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,970 $1.81M 0.19% +1,231 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 13,958 $1.81M 1.19% -6,447 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,911 $1.8M 0.02% +4,742 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,786 $1.79M 0.13% -122 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 13,744 $1.78M 0.13% +50 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,843 $1.78M <0.01% +5,855 13F-HR/A Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 13,667 $1.77M 0.61% -210 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,562 $1.76M 0.01% +5,632 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 13,453 $1.75M 1.04% +717 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,452 $1.75M <0.01% +162 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 13,380 $1.74M 0.25% -1,950 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 13,051 $1.69M 0.2% +51 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,972 $1.68M -1,892 Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 12,567 $1.63M 1.85% -150 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,440 $1.61M 0.4% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 12,360 $1.6M 0.66% -68 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 12,340 $1.6M 0.31% -900 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,162 $1.58M 0.02% -693 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,100 $1.57M 0.01% +1,907 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,972 $1.55M <0.01% -8,234 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 11,935 $1.55M 0.05% +606 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,907 $1.54M <0.01% -21,039 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,896 $1.54M 0.01% -829 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,788 $1.53M 0.03% -274 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,780 $1.53M 0.03% -29,368 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,614 $1.51M 0.03% +807 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,476 $1.49M 0.03% -186,342 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,376 $1.48M <0.01% +5,003 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 10,975 $1.42M 0.24% -35 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 10,891 $1.41M 0.12% +74 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,890 $1.41M 1.08% -379 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,652 $1.38M 0.09% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,468 $1.36M 0.05% +652 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,397 $1.35M 0.1% -108 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,388 $1.35M 0.02% -553 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,374 $1.35M 0.05% -35 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 10,337 $1.34M 0.81% -49 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,233 $1.33M 0.02% -725 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,218 $1.33M 0.2% -1,781 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,192 $1.32M 0.02% -93 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,169 $1.32M 0.02% +79 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,166 $1.32M 0.01% -17,987 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 10,140 $1.32M 0.28% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10,072 $1.31M 0.19% 0 13F-HR Timeline