BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,478,276 $570M 0.04% +946,365 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,280,049 $484M 0.13% +1,249,407 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,931,199 $470M 0.03% +2,158,181 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 7,399,957 $291M 0.18% +659,124 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,226,521 $245M 0.05% +921,401 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,027,450 $198M 0.06% +791,094 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 4,701,150 $185M 0.1% +649,900 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,548,818 $140M 0.57% +36,801 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,217,961 $127M 0.03% +144,450 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,977,348 $117M 0.13% +120,109 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,635,628 $104M 0.83% +215,892 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,392,021 $94.2M 7.75% +82,791 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,196,522 $86.5M 0.02% +674,858 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,186,558 $86.1M 1.23% +7,639 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,084,626 $82.1M 9.35% +475,255 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,002,000 $78.8M 1.44% +307,302 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,928,034 $75.9M 0.01% -6,944 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,628,784 $65.4M 2.22% +69,936 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. 1,485,082 $58.5M 1.12% -47,157 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,394,047 $54.9M 1.05% -1,421,755 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,075,966 $42.4M 0.23% +262,560 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,057,256 $41.6M 1.81% +18,654 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 1,047,375 $41.2M 3.05% +249,102 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,039,492 $40.9M 0.01% -1,053,287 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 992,989 $39.1M 0.05% +158,440 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 981,990 $38.7M 2.95% -8,482 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 896,153 $35.3M 0.09% +51,566 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 827,152 $32.6M 0.15% +282,123 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 813,251 $32M 0.05% +37,341 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 802,562 $31.6M 6.42% +18,106 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 635,050 $25M 0.18% -30,788 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 593,636 $23.4M 0.03% +321,022 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 542,170 $21.4M 1.17% +3,228 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 493,379 $19.4M 2.7% 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 474,279 $18.7M 3.52% -462,459 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 448,637 $17.8M 2.32% -3,065 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 451,005 $17.8M 0.03% +341,160 13F-HR/A Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 437,966 $17.2M 0.2% +337,659 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 437,700 $17.2M 0.03% -436,600 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 431,054 $17M 0.91% -221,803 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 424,990 $16.7M 1.54% +7,388 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 418,637 $16.5M 5.67% +21,478 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 402,353 $15.8M 1.37% +233,685 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 385,139 $15.2M 4.61% +144,968 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 381,252 $15M 0.22% -16,525 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 363,627 $14.3M 5.48% -50,969 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 357,641 $14.1M +47,678 Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 356,476 $14M 2% -1,878 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 345,071 $13.6M 0.05% +33,949 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 344,079 $13.5M 6.72% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 334,481 $13.2M 0.17% +4,856 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 307,488 $12.1M 0.01% +11,426 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 296,075 $11.7M 0.02% +14,257 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 262,772 $10.3M 1.52% +9,736 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 247,771 $9.76M 0.45% +6,077 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 241,457 $9.51M 0.11% +3,009 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 238,974 $9.41M 2.16% +8,538 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 237,877 $9.37M 0.4% -10,582 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 236,759 $9.32M 1.96% +93,103 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 226,911 $8.94M 5.06% +3,942 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 213,675 $8.41M 0.4% +9,170 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 213,553 $8.41M 1.77% +4,771 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 204,058 $8.22M 0.01% +27,481 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 194,602 $7.66M 0.09% -9,653 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 169,400 $6.67M 0.74% +15,882 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 167,286 $6.59M <0.01% +98,626 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 166,187 $6.54M 0.16% +54,384 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 165,938 $6.53M 1.1% +3,784 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 165,435 $6.51M 1.7% +4,771 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 161,180 $6.35M 0.01% +26,860 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 154,044 $6.05M 0.03% +10,240 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 153,138 $6.03M 0.3% +45,555 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 150,509 $5.93M 0.89% +55,243 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 149,190 $5.88M <0.01% +8,122 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 147,488 $5.81M <0.01% +130,340 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 147,421 $5.81M 0.27% +10,743 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 127,698 $5.03M 0.01% -82,221 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 126,733 $4.99M 0.04% +21,073 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 126,613 $4.99M 2.04% +21,073 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 123,947 $4.88M 0.33% -1,956 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 122,375 $4.82M 0.02% +22,695 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 113,522 $4.47M 3.38% +24,380 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 109,140 $4.3M 0.53% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 108,395 $4.27M 0.08% +9,735 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 105,805 $4.17M 1.01% -3,802 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 103,797 $4.09M 0.01% +53,437 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 98,518 $3.88M 0.84% +8,463 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 97,832 $3.85M 0.14% -600 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 92,426 $3.64M 0.19% +712 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 90,237 $3.55M 0.02% +3,039 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 88,094 $3.47M 0.04% -7,699 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 82,920 $3.27M 0.23% +5,740 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 81,966 $3.23M 1.27% +931 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 80,690 $3.18M <0.01% new 13F-HR/A Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 80,339 $3.16M 0.3% +4,400 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 80,319 $3.16M 2.23% -62 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 77,760 $3.06M 0.4% +210 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 77,118 $3.04M 1.15% +16,824 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 76,789 $3.02M 1.71% +4,878 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 76,741 $3.02M 0.43% +13,445 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 75,101 $3.01M 0.36% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 74,220 $2.92M 0.01% -2,105 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 71,182 $2.8M 0.05% -12,653 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 70,826 $2.79M 1.54% +3,298 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 69,800 $2.75M <0.01% -30,100 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 69,433 $2.73M 0.4% +2,066 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 68,865 $2.71M +11,332 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,661 $2.66M 0.03% +7,128 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 66,668 $2.63M 1.28% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 66,288 $2.61M 0.16% -1,273 13F-HR Timeline Group DDD Partners, LLC More: the full row for DDD Partners, LLC 65,353 $2.57M 0.16% +2,315 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 62,881 $2.48M 1.17% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 61,320 $2.41M 0.63% -8,245 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 60,134 $2.37M 1.32% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 57,221 $2.25M 1.25% -125,824 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 51,405 $2.02M 1.11% +3,239 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 49,544 $1.95M 0.23% -697 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 48,039 $1.89M 0.04% +4,876 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,217 $1.86M 0.01% +6,093 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 46,847 $1.84M 0.23% -14,800 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 46,699 $1.84M 0.01% -435 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 45,090 $1.78M 1.17% +245 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 44,226 $1.74M 0.04% -5,357 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,606 $1.72M 0.01% +3,696 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 43,554 $1.72M 0.1% +2,470 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 42,831 $1.69M 0.03% -55,708 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 41,685 $1.64M 0.81% +3,690 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 39,938 $1.57M 0.04% -49 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 38,601 $1.52M 0.04% +2,720 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 37,783 $1.49M 0.02% +18,154 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 36,551 $1.44M 0.24% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 36,525 $1.44M 0.02% +9,783 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 36,089 $1.42M 0.82% -6,755 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 35,621 $1.4M 0.62% -200 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,365 $1.24M 0.07% +10,060 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 31,222 $1.23M 0.84% +3,470 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,430 $1.2M 0.01% +17,134 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 30,171 $1.19M 1.03% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 30,028 $1.18M 0.01% +826 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 29,317 $1.15M <0.01% new 13F-HR Timeline Group Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 28,803 $1.13M 1.44% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 25,935 $1.02M 0.04% -3,702 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,198 $992K 0.02% -1,028 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 23,920 $942K 0.17% -619 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 23,509 $926K 0.05% -611 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,534 $848K <0.01% +34 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,441 $844K 0.02% +14,706 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 19,760 $778K 0.17% +552 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,394 $764K 0.04% +2,245 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 19,384 $763K 0.02% +3,645 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,122 $753K <0.01% 0 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 19,069 $751K 0.16% -1,312 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 18,505 $736K 0.13% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 18,062 $711K 0.1% -995 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,633 $694K 0.03% +4,802 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,201 $677K <0.01% +150 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 17,116 $674K <0.01% new 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 17,041 $671K 0.05% +3,208 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 16,961 $668K 0.01% +5,708 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,830 $663K 0.03% +2,565 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 16,759 $660K 0.05% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,703 $618K 0.04% +1,233 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,976 $590K 0.01% -57 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,989 $551K 0.06% +2,040 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,628 $537K 0.03% -203 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 13,251 $526K 0.3% -14,077 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 13,313 $524K 0.08% -6,579 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 13,300 $524K 0.19% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,275 $523K 0.05% +600 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,286 $484K 0.02% +2,981 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 12,240 $482K 0.25% +4 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,201 $480K 0.01% -649 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,875 $468K 0.02% +476 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,610 $457K 0.07% +60 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,575 $456K 0.03% 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 $456K <0.01% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,155 $439K 0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,090 $437K 0.02% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 11,014 $434K 0.43% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,860 $428K <0.01% -2,352 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,686 $421K 0.06% -2,682 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 10,165 $400K 0.18% -126 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,055 $396K 0.01% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,192 $362K 0.04% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,156 $361K 0.02% -413 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,679 $342K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,606 $339K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,577 $338K 0.01% +8,119 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,497 $335K 0.12% +153 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,482 $334K 0.04% -245 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 8,115 $320K 0.06% -173 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,000 $315K <0.01% new 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 7,951 $313K 0.05% -697 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,609 $300K <0.01% +1,002 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 7,608 $300K 0.12% +1,843 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 7,355 $290K 0.11% -1,504 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,261 $286K 0.06% -223 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,185 $283K <0.01% -2,465 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 7,183 $283K 0.04% -1,210 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,958 $274K 0.08% -1,119 13F-HR Timeline