BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,531,911 $507M 0.04% +912,446 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,030,642 $414M 0.12% +1,663,048 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,773,018 $366M 0.02% +1,642,500 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,740,833 $253M 0.17% +398,850 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,305,120 $199M 0.04% +637,309 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,236,356 $159M 0.05% +809,655 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 4,051,250 $152M 0.09% +115,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,512,017 $132M 0.58% -3,192,152 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,073,511 $115M 0.02% +557,787 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,857,239 $107M 0.12% +1,193,452 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,815,802 $106M 2.25% -357,332 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,419,736 $90.7M 0.83% +85,914 13F-HR/A Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,309,230 $86.6M 7.45% +90,140 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,178,919 $81.7M 1.22% -553,928 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,092,779 $78.5M 0.02% -5,037 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,934,978 $72.6M 0.01% -84,136 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,694,698 $63.6M 1.26% +682,133 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,609,371 $60.4M 7.33% +26,633 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,558,848 $58.8M 2.21% +314,131 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,532,239 $57.5M 1.15% +95,783 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,521,664 $57.1M 0.01% +525,089 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,038,602 $38.9M 1.7% -8,817 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 990,472 $37.1M 2.9% +24,608 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 936,738 $35.1M 6.47% -218,506 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 874,300 $32.8M 0.05% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 844,587 $31.7M 0.09% -274,324 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 834,549 $31.3M 0.04% -269,244 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 813,406 $30.5M 0.17% -442,241 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 798,273 $29.9M 2.29% +20,394 13F-HR/A Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 784,456 $29.4M 6.2% +39,601 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 775,910 $29.1M 0.04% -53,380 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 665,838 $25M 0.19% -34,771 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 652,857 $24.5M 1.17% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 545,029 $20.4M 0.1% -25,177 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 538,942 $20.2M 1.2% +2,424 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 451,702 $17.2M 2.3% +2,205 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 417,602 $15.7M 1.49% +2,684 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 414,596 $15.5M 6.17% +1,007 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 397,777 $14.9M 0.23% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 397,159 $14.9M 5.5% +13,211 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 358,354 $13.4M 1.95% +7,966 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 329,625 $12.4M 0.18% +127,048 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 311,122 $11.7M 0.05% +49,074 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 309,963 $11.6M -210,907 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 296,062 $11.1M 0.01% +5,006 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 281,818 $10.6M 0.01% -140,972 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 272,614 $10.2M 0.01% +19,453 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 253,036 $9.49M 1.44% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 248,459 $9.32M 0.4% +25,817 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 241,694 $9.06M 0.48% +8,297 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 240,171 $9.01M 2.91% +230,856 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 238,448 $8.94M 0.15% +64 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 230,436 $8.64M 2.08% +11,088 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 222,969 $8.43M 4.88% +8,953 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 209,919 $7.87M 0.01% -158,748 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 208,782 $7.83M 1.72% -12,721 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 204,505 $7.67M 0.33% +13,892 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 204,255 $7.66M 0.09% -91,935 13F-HR Timeline J HAGAN CAPITAL, INC. 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More: the full row for Huntleigh Advisors, Inc. 162,154 $6.08M 1.04% +3,531 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 160,664 $6.02M 1.54% -82,398 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 153,518 $5.76M 0.68% +19,872 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 143,804 $5.42M 0.03% +6,341 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 143,656 $5.39M 1.41% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 141,068 $5.29M <0.01% +29,138 13F-HR/A Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 136,678 $5.13M 0.25% +7,933 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 134,320 $5.04M 0.01% -1,441 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 125,903 $4.72M 0.33% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 111,803 $4.19M 0.11% +100,439 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 109,845 $4.12M 0.01% +18,501 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 109,607 $4.11M 1.05% -1,029 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 107,583 $4.03M 0.21% +17,770 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 105,660 $3.96M 0.04% +14,515 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 105,540 $3.96M 1.77% +14,514 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 100,307 $3.76M 0.04% +44,071 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 99,900 $3.75M <0.01% +57,900 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 99,680 $3.74M 0.01% +7,992 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 98,660 $3.7M 0.07% +978 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 98,539 $3.7M 0.07% +8,791 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 98,432 $3.69M 0.15% +16,408 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 95,793 $3.59M 0.05% -263,358 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 95,266 $3.58M 0.56% +14,833 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 91,714 $3.44M 0.19% -250 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 90,055 $3.38M 0.91% +12,505 13F-HR/A Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 89,142 $3.34M 2.58% +29,644 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 87,198 $3.27M 0.02% +1,703 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 83,835 $3.14M 0.07% +8,791 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 81,035 $3.04M 1.28% +58,737 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 80,381 $3.01M 2.56% -14,273 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 77,550 $2.91M 0.41% +13,970 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 77,180 $2.89M 0.21% -2,446 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 76,325 $2.86M 0.01% +3,276 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 75,939 $2.85M 0.3% +1,790 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 75,101 $2.82M 0.36% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 71,911 $2.7M 1.53% +10,572 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 69,565 $2.61M 0.73% -670 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 68,660 $2.57M <0.01% +54,887 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 67,561 $2.53M 0.13% -244 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 67,528 $2.53M 1.48% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 67,367 $2.53M 0.38% -724 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 63,296 $2.37M 0.36% +9,486 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 63,038 $2.36M 0.15% +2,159 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 61,647 $2.31M 0.31% -25,645 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 60,533 $2.27M 0.02% +11,047 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 60,294 $2.26M 0.9% +13,297 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 57,533 $2.16M +25,966 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 50,360 $1.89M 0.01% -90,714 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 50,241 $1.88M 0.22% +6,029 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 49,583 $1.86M 0.04% -5,410 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 48,166 $1.81M 1.05% -92,481 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 47,926 $1.8M 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 47,134 $1.77M 0.01% +366 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 46,241 $1.73M 0.01% -4,438 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 45,936 $1.72M 0.07% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 44,845 $1.68M 1.15% +309 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 43,163 $1.62M 0.03% -426 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 42,844 $1.61M 0.96% +4,174 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,124 $1.54M 0.01% +12,277 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 41,084 $1.54M 0.09% +33 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 39,987 $1.5M 0.04% +1,850 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 39,910 $1.5M 0.01% -224 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 37,995 $1.42M 0.78% +8,086 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 35,881 $1.35M 0.08% -1,698 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 35,821 $1.34M 0.64% +1,142 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,406 $1.14M <0.01% -25,632 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 29,637 $1.11M 0.04% -1,673 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 29,202 $1.1M 0.02% -880 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 27,752 $1.04M 0.72% +917 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 27,328 $1.02M 0.34% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 26,742 $1M 0.01% +15,655 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,226 $983K 0.02% -1,201 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 25,919 $972K 0.46% -14,285 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 24,748 $928K <0.01% new 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 24,539 $920K 0.17% +1,566 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 24,120 $904K 0.06% -431 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,500 $806K <0.01% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,305 $799K 0.05% +81 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 20,381 $764K 0.17% +1,113 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 19,892 $751K 0.12% -8,918 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,629 $736K 0.01% +3,778 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 19,208 $720K 0.17% -1,087 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 19,057 $719K 0.11% +10,915 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,122 $717K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,971 $711K 0.01% -12 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,148 $647K <0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,149 $643K 0.04% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,051 $639K <0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,739 $590K 0.01% -2,162 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,033 $564K 0.01% -59 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 14,470 $542K 0.03% +4,593 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,265 $535K 0.02% +8,194 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,833 $519K 0.04% +2,498 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,831 $519K 0.03% +727 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,368 $501K 0.07% -868 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,296 $499K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,212 $495K <0.01% +3,078 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,850 $482K 0.02% -1,542 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,831 $481K 0.02% +1,851 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,675 $475K 0.04% +233 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 12,236 $459K 0.26% +874 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 12,017 $451K 0.07% -1,733 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 11,949 $448K 0.05% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,572 $434K <0.01% 0 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,550 $433K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,399 $427K 0.02% +1,608 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,253 $420K 0.01% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,090 $416K 0.02% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 10,291 $386K 0.19% -83,197 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,055 $377K 0.01% +250 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,650 $362K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,569 $359K 0.02% +671 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,305 $349K 0.02% +1,102 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,859 $332K 0.09% -586 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,727 $327K 0.04% +706 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,679 $325K 0.03% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 8,648 $324K 0.06% -412 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,641 $324K <0.01% -4,981 13F-HR Timeline Group STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 8,393 $315K 0.04% -488,875 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,344 $313K 0.12% -556 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 8,288 $311K 0.07% +1,923 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,100 $304K <0.01% +200 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,077 $303K 0.07% -519 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,534 $283K 0.04% -956 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,484 $281K 0.07% -265 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,735 $253K 0.01% +18 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,607 $248K <0.01% +45 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,527 $245K 0.12% -4,832 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,422 $241K 0.11% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,410 $240K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,248 $234K 0.07% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 6,000 $227K 0.02% 0 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,765 $216K 0.1% -2,206 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,500 $131K 0.09% +3,500 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,504 $93.9K <0.01% +2,002 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,500 $93.8K 0.01% -500 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,733 $65K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,400 $52.5K 0.02% -281 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,398 $52.4K 0.05% -21 13F-HR Timeline