BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,355,994 $748M 0.05% +388,526 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,967,074 $685M 0.04% +2,414,902 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 14,069,290 $644M 0.14% +626,717 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,323,610 $381M 0.07% +472,134 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,117,217 $371M 0.2% +544,134 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,415,921 $294M 0.08% +662,443 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 5,111,150 $234M 0.13% +100,000 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,250,547 $194M +646,573 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,224,520 $148M 0.92% +401,983 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,120,465 $143M 0.03% +566,269 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,983,417 $136M 0.13% -38,708 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,789,021 $128M 1.52% +426,025 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,504,123 $115M 0.49% -1,012,323 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,494,324 $114M 0.03% +94,493 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,414,494 $110M 0.02% +270,919 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,273,385 $104M 1.22% +106,833 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,167,764 $99.2M 7.09% -14,038 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,975,690 $90.4M 1.43% +339,844 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,742,062 $79.7M 1.22% +203,615 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,714,245 $78.4M 2.32% +24,972 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,219,257 $55.8M 5.1% -321,548 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,138,388 $52.1M 0.24% +30,065 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,119,059 $51.2M 0.06% +74,707 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,112,874 $50.9M 3.02% +33,177 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,065,482 $48.7M 1.96% +8,682 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,018,265 $46.6M 3.07% +17,647 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,008,371 $46.1M 0.21% +91,736 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,003,856 $45.9M 0.55% +527,136 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 888,000 $40.6M 0.03% +494,800 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 848,053 $38.8M 0.05% +9,863 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 611,590 $28M 0.21% -20,063 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 589,559 $27M 8.28% +4,412 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 587,368 $26.9M 0.04% +59,215 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 547,526 $25M 0.06% +17,794 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 545,660 $25M 1.26% +3,226 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 516,246 $23.6M 1.89% +42,129 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 510,082 $23.6M 0.01% +179,792 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 487,145 $22.3M -24,294 Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 484,517 $22.2M 3.39% +18,390 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 473,000 $21.6M 2.58% +4,813 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 468,265 $21.4M 1.3% -61,999 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 463,243 $21.2M 3.02% +10,233 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 444,975 $20.4M 1.67% +15,928 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 431,865 $19.8M 4.73% -18,842 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 418,856 $19.2M 0.02% -156,633 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 417,093 $19.1M 0.21% +56,778 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 414,220 $19M 6.2% -6,282 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 411,381 $18.8M 7.79% +19,828 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 387,737 $17.8M 5.07% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 383,126 $17.5M 0.02% +65,643 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 378,775 $17.3M 0.01% +35,983 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 364,333 $16.7M 0.04% -1,201 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 353,353 $16.2M 2.18% +652 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 351,115 $16.1M 0.17% +10,815 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 327,766 $15M 6.99% +6,865 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 304,086 $13.9M 1.78% +2,393 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 323,512 $13.8M 1.47% +161,756 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 276,620 $12.7M 1.54% +13,675 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 264,998 $12.6M 0.02% +50,036 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 273,376 $12.5M 0.03% +64,587 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 266,044 $12.2M 0.4% -2,523 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 247,922 $11.3M 0.37% -1,066 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 245,410 $11.2M 0.43% +17,107 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 243,330 $11.1M 0.68% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 242,305 $11.1M 1.95% -4,760 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 229,827 $10.5M 0.11% +489 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 227,047 $10.4M 0.05% +127,482 13F-HR Timeline MKP Capital Management, L.L.C. More: the full row for MKP Capital Management, L.L.C. 219,000 $10M 0.28% new 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 216,677 $9.91M 5.31% -8,675 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 209,302 $9.58M 0.05% -24,849 13F-HR/A Timeline GERBER, LLC More: the full row for GERBER, LLC 204,726 $9.37M 4.4% +14,094 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 188,512 $8.62M 1.56% +88,320 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 183,185 $8.38M 3.43% +121,111 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 182,519 $8.35M 4.09% -4,029 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 179,819 $8.23M 0.49% +6,805 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 176,838 $8.09M 0.34% +9,136 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 176,424 $8.07M 0.27% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 168,238 $7.7M 1.08% +10,058 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 158,038 $7.28M <0.01% +7,212 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 156,509 $7.16M 0.03% +10,807 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 154,293 $7.06M <0.01% -9,421 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 153,810 $7.04M 0.01% +1,846 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 152,996 $7M 0.27% -2,654 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 146,408 $6.7M 4.29% +10,243 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 139,162 $6.37M <0.01% -273,089 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 138,433 $6.33M 0.04% +31,503 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 138,140 $6.32M 0.69% +2,160 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 135,666 $6.21M 0.05% -2,321 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 132,598 $6.07M 2.27% -2,321 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 129,421 $5.92M 0.72% +8,786 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 115,484 $5.28M +19,737 Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 106,605 $4.88M 0.01% +37,830 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 104,421 $4.78M 0.7% +26,839 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 103,813 $4.75M 0.82% -8,879 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 100,861 $4.61M 0.2% +20 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 97,216 $4.45M 1.34% -10,866 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 96,322 $4.41M 0.01% +931 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 92,993 $4.25M 0.55% +12,142 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 91,987 $4.21M 1.43% +8,067 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 89,838 $4.11M 1.49% +7,137 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 88,355 $4.04M 0.25% +4,623 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 87,002 $3.98M 0.49% +10,543 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 85,992 $3.93M 2.73% +5,589 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 85,126 $3.89M 0.49% -7,077 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 89,218 $3.85M 2.88% +5,586 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 84,061 $3.85M 0.03% -1,174 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 83,621 $3.83M 0.31% -498 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 77,182 $3.53M 0.32% -47,178 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 75,525 $3.46M 0.46% +4,560 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 75,355 $3.45M 1.69% -1,163 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 73,834 $3.38M 0.84% +1,866 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 72,965 $3.34M 0.06% -455,202 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 70,569 $3.23M 1.55% -4,383 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 68,915 $3.15M 0.11% -24,322 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 67,555 $3.09M 0.78% -3,275 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 64,672 $2.96M 0.3% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 63,569 $2.91M 0.01% +21,334 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 63,068 $2.89M 1.22% +3,493 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 60,546 $2.77M 0.01% +5,571 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 60,174 $2.75M 0.92% +38,300 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 59,189 $2.71M 1.79% +27,856 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 58,706 $2.69M 0.09% +41,320 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 57,531 $2.63M 0.01% +6,424 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 57,365 $2.62M 0.05% +7,321 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 57,322 $2.62M 0.21% -8,630 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 55,246 $2.53M 0.28% +490 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 53,813 $2.46M 0.02% +7,723 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 52,465 $2.43M 0.53% +31,383 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 53,081 $2.43M <0.01% +23,593 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 52,424 $2.4M 0.04% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 50,916 $2.33M 0.05% -21,870 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 49,458 $2.26M 1.3% +12,158 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 47,810 $2.19M 0.03% +3,997 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 47,735 $2.18M 0.13% +5,136 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 47,056 $2.15M 0.01% +20,372 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 46,362 $2.12M 0.22% -15,112 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 45,839 $2.1M 0.05% -1,538 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 45,811 $2.1M 0.66% +2,864 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,689 $2.09M 0.05% -1,340 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 44,059 $2.02M 0.1% +6,958 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 43,277 $1.98M 1.06% +471 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 40,120 $1.84M 0.27% +11,514 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 40,051 $1.83M 0.01% +2,853 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 39,586 $1.81M 0.84% +275 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 38,038 $1.74M 1.16% +4,037 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 37,401 $1.71M 0.02% +15,201 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 37,174 $1.7M 0.06% +18,599 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 36,183 $1.66M 0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 34,130 $1.56M 0.06% +9,897 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 34,128 $1.56M 0.79% -2,512 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,107 $1.56M <0.01% -3,647 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 33,731 $1.54M <0.01% -1,095 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 33,648 $1.54M 0.58% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 33,242 $1.52M 0.02% -3,935 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 32,195 $1.47M 0.4% +24,488 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 31,118 $1.42M 0.03% -7,726 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 29,809 $1.36M 0.01% -1,003 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 29,312 $1.34M 0.13% -4,394 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 27,931 $1.28M 0.04% -3,443 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 26,564 $1.22M <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 26,558 $1.22M 0.02% +18,761 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 26,369 $1.21M 0.02% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 26,193 $1.2M 0.08% +3,123 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 25,578 $1.17M 0.07% +7,780 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,248 $1.16M 0.02% +2,016 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 24,294 $1.11M 0.07% -47,025 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 24,114 $1.1M 0.32% +11,469 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,887 $1.05M <0.01% new 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,434 $1.03M <0.01% -293,929 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 22,423 $1.03M 0.2% +1,595 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 21,800 $997K <0.01% +3,500 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,674 $992K <0.01% +3,829 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,532 $985K 0.02% -763 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 21,403 $979K 0.05% -32 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 21,092 $965K 0.05% +109 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,032 $962K 0.02% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 20,932 $958K 0.15% -1,024 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,603 $943K 0.01% -3,134 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 19,954 $913K 0.12% +139 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,882 $910K <0.01% +350 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 19,800 $906K 0.04% +543 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 18,948 $867K 0.51% +3,410 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,495 $800K <0.01% +1,624 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,110 $783K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,887 $773K 0.01% +5,739 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 16,417 $751K 0.41% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,383 $750K 0.01% +2,759 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,015 $733K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,625 $714K 0.03% +4 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,236 $697K 0.03% -3,150 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 15,107 $691K 0.03% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 14,317 $655K <0.01% new 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 14,243 $652K 0.06% -1,463 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,203 $650K 0.05% +674 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,909 $636K <0.01% +3,239 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 13,858 $634K 0.11% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 13,344 $610K 0.09% +29 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 13,300 $608K 0.16% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,112 $600K 0.07% +1,502 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,016 $595K <0.01% +1,013 13F-HR Timeline Group