BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,745,112 $334M 0.03% +5,725,158 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,635,991 $262M 0.1% +3,521,070 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,573,059 $216M 1.22% +6,571,759 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,621,813 $193M 0.01% +4,466,253 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,550,812 $190M 0.16% +2,056,804 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 3,606,250 $124M 0.13% +1,186,179 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,251,340 $111M 0.03% +2,287,871 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,600,115 $89.1M 1.79% -13,220 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,565,838 $88M 9.31% +2,505,916 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,497,102 $85.6M 0.03% +1,425,715 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,338,656 $80.2M 2.27% -297,804 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,099,116 $72M 7.51% +439,317 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,052,110 $70.3M 0.02% +181,065 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,844,242 $63.2M 0.01% +1,065,704 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,780,565 $61M 0.01% +1,163,341 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,445,908 $49.6M 1.07% +340,455 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,330,393 $45.6M 9.05% -24,233 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,202,606 $41.2M 0.29% +253,696 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,198,779 $41.1M 6.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,187,735 $40.7M 0.25% +797,563 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,138,291 $39M 2.53% +178,842 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,023,048 $35.1M 0.05% +329,427 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,012,689 $34.7M 1.9% +13,891 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 871,784 $29.9M 0.1% +560,679 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 800,370 $27.4M 2.58% +626,264 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 721,195 $24.7M 2.51% +196,415 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 710,397 $24.4M 0.05% +364,020 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 521,138 $17.9M new Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 515,368 $17.7M 1.4% +283,202 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 513,137 $17.6M 3.44% -19,443 13F-HR Timeline Astor Investment Management LLC More: the full row for Astor Investment Management LLC 505,359 $17.3M 9.21% +121,787 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 470,976 $16.1M 0.16% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 470,976 $16.1M 0.16% new 13F-HR/A Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 469,612 $16.1M 4% +16,237 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 470,094 $15M 2.34% -5,584 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 406,462 $13.9M 6.15% +31,769 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 393,940 $13.5M 1.55% +36,215 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 390,802 $13.4M 0.04% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 363,672 $12.5M 6.08% +32,245 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 353,362 $12.1M 0.16% +144,987 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 323,494 $11.1M 1.87% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 320,629 $11M 0.02% +92,517 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 273,489 $9.38M 0.02% +219,816 13F-HR/A Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 269,061 $9.22M 0.56% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 259,504 $8.9M 0.02% +35,296 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 248,409 $8.52M 2.24% -18,857 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 243,018 $8.33M 5.8% +3,623 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 241,205 $8.27M 0.2% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 231,147 $7.92M 0.53% +9,398 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 227,037 $7.78M 0.37% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 220,425 $7.56M 1.01% +62,965 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 202,710 $6.95M 0.56% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 190,773 $6.54M 0.34% +30,161 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 187,326 $6.42M 3.53% +131,100 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 183,524 $6.29M 0.12% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 182,327 $6.25M 0.62% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 170,783 $5.85M 0.01% +3,398 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 162,859 $5.58M 0.14% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 161,756 $5.54M 0.62% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 159,245 $5.46M 0.02% +11,258 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 155,287 $5.32M 0.01% +51,334 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 146,352 $5.02M 1.17% +10,617 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 145,700 $4.99M 0.01% +126,600 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 143,376 $4.89M 3.97% 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 134,505 $4.61M 2.12% +63,895 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 123,478 $4.23M <0.01% new 13F-HR/A Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 118,943 $4.08M 0.62% +14,040 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 118,520 $4.06M 0.25% -14,132 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 112,532 $3.86M 1.34% +21,753 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 109,468 $3.75M 0.01% +66,468 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 104,548 $3.58M 0.27% -15,695 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,474 $3.58M <0.01% +35,520 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 103,729 $3.56M 2.02% +503 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 93,221 $3.2M 0.11% +43,208 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 88,378 $3.03M 0.21% +51,382 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 80,282 $2.75M 2.29% +70,154 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 79,829 $2.74M 0.18% +15,410 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 79,398 $2.72M 1.53% +34,575 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 76,440 $2.62M 0.23% +8,576 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 71,505 $2.45M 0.75% +31,315 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 70,875 $2.43M 0.81% +29,406 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 69,869 $2.4M 0.06% +32,637 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 68,946 $2.36M 0.15% +35,618 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 68,491 $2.35M 0.77% +2,680 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 65,834 $2.26M 0.01% +52,016 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 65,797 $2.26M 0.01% new 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 60,947 $2.09M 0.35% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 60,028 $2.06M <0.01% +378 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 59,793 $2.05M 0.02% +38,664 13F-HR Timeline Group DDD Partners, LLC More: the full row for DDD Partners, LLC 59,782 $2.05M 0.25% +1,573 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 58,846 $2.02M 0.01% +10,991 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 58,535 $2M 0.02% +47,787 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 57,307 $1.96M 1.43% +9,269 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 56,945 $1.95M 0.27% +36,710 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 55,741 $1.91M 0.36% +19,015 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 55,532 $1.9M 1.75% +10,462 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 53,608 $1.84M 0.1% new 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 51,524 $1.77M 1.35% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 47,642 $1.63M 0.15% +4,488 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 47,198 $1.62M 0.02% +10,799 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 44,536 $1.53M 0.01% +3,587 13F-HR Timeline 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 41,774 $1.42M 0.22% +14,428 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 41,264 $1.41M 0.66% +21,367 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 41,020 $1.41M 0.11% -8,547 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 37,762 $1.29M 0.04% +27,142 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 36,331 $1.25M 1.21% +15,269 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,911 $1.23M 0.01% +32,096 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 34,879 $1.2M 0.67% +25,140 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 34,610 $1.19M 0.21% +2,195 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,380 $1.18M 0.01% +20,345 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 33,253 $1.14M 0.64% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 33,096 $1.13M 0.09% +9,714 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 32,889 $1.13M 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 32,558 $1.12M 0.04% +5,188 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 29,009 $994K -14,919 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,088 $963K 0.03% +1,466 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,882 $956K 0.03% +6,013 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 27,859 $955K 0.23% +5,047 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 24,498 $840K 0.17% -17,744 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,763 $780K <0.01% +15,777 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 22,492 $771K 0.06% +11,944 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,168 $760K 0.01% +3,337 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,500 $737K <0.01% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,401 $665K 0.05% +1,421 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,122 $656K <0.01% +1,064 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 18,198 $624K 0.14% +4,077 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,130 $621K 0.03% +2,256 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,051 $585K <0.01% +3,466 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 16,669 $571K 0.56% +9,868 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 16,108 $552K 0.43% +9,720 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 15,843 $543K 0.29% new 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 15,251 $523K <0.01% +2,849 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,135 $519K 0.01% +2,605 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 14,892 $510K 0.07% +3,233 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 14,656 $502K 0.37% +7,351 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 13,805 $473K 0.1% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 13,738 $471K 0.08% +2,562 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,684 $435K 0.04% +6,911 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,374 $424K 0.03% +3,837 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,309 $422K <0.01% +1,253 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,807 $405K 0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,438 $392K <0.01% -5,256 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,335 $389K 0.03% new 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,102 $381K 0.25% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,685 $366K 0.28% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,932 $340K 0.11% -502 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,785 $335K 0.15% +1,753 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,579 $328K 0.02% +3,279 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,450 $324K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,167 $314K 0.01% +663 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,823 $302K 0.02% -560 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,679 $298K 0.03% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8,221 $282K 0.14% +1,096 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,201 $281K 0.01% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,764 $266K 0.07% +1,519 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 7,607 $261K 0.06% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,509 $257K 0.02% +728 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,417 $254K 0.13% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,309 $251K 0.07% -13,496 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,100 $243K <0.01% +150 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,717 $230K 0.01% new 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,704 $230K 0.01% -215,866 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,662 $228K 0.05% +792 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,422 $220K 0.12% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,412 $220K <0.01% -19,596 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,397 $219K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,245 $214K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,924 $203K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,875 $201K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,153 $108K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,000 $103K 0.02% 0 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,160 $74.1K <0.01% +1,884 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,681 $57.6K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,517 $52K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,387 $47.5K 0.05% +240 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,302 $44.6K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,150 $39.4K <0.01% +750 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,048 $35.9K <0.01% +709 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,025 $35.1K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 974 $33.4K <0.01% new 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 558 $19.1K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 453 $15.5K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 395 $13.6K <0.01% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 338 $11.6K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 283 $9.7K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 267 $9.15K 0.01% -10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 232 $7.95K <0.01% +155 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 153 $5.23K <0.01% -2,868 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 63 $2.16K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 57 $1.95K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 41 $1.41K <0.01% -5,647 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 33 $1.13K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.