BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,059,536 $1.46B 0.09% +134,306 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,046,706 $377M 4.72% +39,360 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 896,593 $323M 0.02% +40,822 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 614,868 $222M 0.04% -27,906 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 378,525 $136M -18,681 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 303,789 $109M 0.02% +10,794 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 280,807 $101M 6.12% -44,371 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 272,584 $98.2M 0.02% +1,346 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 261,124 $94.1M 0.03% +8,263 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 183,975 $66.3M 4.45% +17,411 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 163,928 $59.1M 0.01% +14,923 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 162,687 $58.6M 0.05% +3,988 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 155,606 $56.1M 0.01% +7,776 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 149,499 $53.9M 0.05% +4,016 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 148,597 $53.6M 6.14% +6,255 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 141,400 $50.3M <0.01% +5,919 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 112,796 $40.6M 0.15% +2,746 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 103,898 $37.4M 0.76% +30,472 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 98,849 $35.6M 0.03% -1,127 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 90,947 $32.8M 0.05% -2,410 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 90,784 $32.7M 0.02% -27,261 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 86,620 $31.2M 0.93% -213 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 82,704 $29.8M 6.45% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 78,957 $28.5M 0.04% +1,082 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 73,175 $26.4M 4.1% +795 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 72,593 $26.2M 0.03% +8,911 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 61,898 $22.3M 0.05% +3,706 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 58,706 $21.2M 0.06% -5,245 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,824 $20.8M 0.11% +6,188 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 51,263 $18.5M 3.83% +1,667 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 50,964 $18.4M 2.24% -520 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 48,792 $17.6M 0.01% -500 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 44,067 $15.9M 2.41% -151 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,379 $15.6M 0.01% +31,781 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 43,302 $15.6M 0.03% +6,571 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 41,122 $14.8M 0.04% +330 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40,000 $14.4M 0.01% +20,000 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 39,804 $14.3M 0.92% +15,602 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 38,155 $13.8M 0.24% +581 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 37,810 $13.6M 0.05% -415 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 37,209 $13.4M <0.01% +484 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 37,658 $13.1M 2.61% -2,450 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,593 $12.8M 0.02% -1,939 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31,941 $11.5M 0.3% -173 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 29,500 $10.6M 1.31% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 29,357 $10.6M 0.01% -1,485 13F-HR/A Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 33,235 $10.4M 0.15% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,720 $10.1M <0.01% +6,369 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 27,563 $9.93M 0.4% -121 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 27,427 $9.88M 0.03% +2,451 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 26,863 $9.68M 0.04% +3,862 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25,757 $9.28M 2.06% -74 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,664 $8.89M 0.01% +2,062 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,593 $8.86M 0.01% +252 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,533 $8.48M 0.01% -2,006 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 23,421 $8.44M <0.01% +800 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,146 $8.34M 1.67% -680 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,532 $8.29M 0.01% +3,777 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 20,611 $7.43M +1,392 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 19,280 $6.95M -184 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 18,424 $6.64M 0.29% +490 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 18,312 $6.6M 1.72% +562 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 17,712 $6.38M 1.98% -1,607 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 17,540 $6.32M 2.31% -16,050 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,245 $6.21M 0.01% -417 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 17,378 $6.18M 0.02% +650 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 16,654 $6M 2.01% -429 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 16,434 $5.92M 1.88% +15,653 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,982 $5.76M <0.01% -830 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15,916 $5.74M 1.67% +8 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,896 $5.73M 0.02% +950 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 15,843 $5.71M 1.93% +531 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,807 $5.7M <0.01% +819 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,720 $5.67M 0.06% +648 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 15,058 $5.43M 1.38% +1,750 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 14,853 $5.35M 0.11% -50 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 14,420 $5.2M 0.85% +2,728 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,991 $5.04M 0.04% -168 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 13,890 $5M 3.22% +406 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 13,245 $4.77M 0.47% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,537 $4.52M 0.67% +403 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,521 $4.51M 0.02% -9,204 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12,629 $4.49M 0.37% -138 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,995 $4.32M 0.42% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 11,992 $4.32M 0.89% +235 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,990 $4.32M 0.05% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,911 $4.29M 0.01% -5,281 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 11,899 $4.29M 3.82% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,841 $4.27M 0.09% -825 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,825 $4.26M 0.08% -1,030 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,535 $4.16M 0.02% -1,180 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 11,461 $4.13M 0.02% -9,762 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,206 $4.04M <0.01% +1,581 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,164 $4.02M 2.17% -402 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,087 $4M 0.04% +284 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 11,003 $3.97M 1.08% -112 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 10,685 $3.85M 1.53% +329 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 10,623 $3.83M +1,133 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,567 $3.81M 0.29% -680 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,441 $3.76M 0.56% +1,242 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,091 $3.64M 0.02% -607 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,063 $3.63M 0.09% +8,831 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,151 $3.61M 0.2% +1,269 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 9,954 $3.59M 2.82% +2,049 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,879 $3.56M 0.05% +280 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,783 $3.53M 0.35% -60 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,753 $3.51M 0.01% +1,375 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 9,697 $3.49M 1.82% -12,243 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,660 $3.48M 0.02% +8,840 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,598 $3.46M 0.1% -203 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,595 $3.46M 0.06% +728 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 9,577 $3.45M 1.24% +124 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,525 $3.43M 0.29% +635 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,518 $3.43M 0.23% -530 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,513 $3.43M 0.02% +124 13F-HR/A Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 9,474 $3.41M 0.59% -60 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 9,447 $3.4M 0.1% +2,470 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,353 $3.37M 0.26% -16 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 9,230 $3.33M 0.51% -200 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,213 $3.32M <0.01% +774 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 8,795 $3.17M 0.25% -254 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,566 $3.09M <0.01% +191 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,452 $3.05M -1,438 Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,405 $3.03M 0.03% -601 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 8,322 $3M 2.83% -577 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,253 $2.97M 0.07% -125 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,171 $2.94M 1.02% -198 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,763 $2.8M 0.01% +84 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,743 $2.79M 0.01% +5,147 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,719 $2.78M 0.02% -208 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,898 $2.76M 0.07% +1,816 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 7,481 $2.7M 0.32% +282 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,472 $2.69M 0.03% +349 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,384 $2.66M 0.39% -256 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,334 $2.64M <0.01% -1,561 13F-HR Timeline Group RCW Management, LLC More: the full row for RCW Management, LLC 7,294 $2.63M 2.36% +5 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,214 $2.6M 0.52% +643 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,774 $2.44M 0.61% -9 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,753 $2.43M 0.03% -7 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,647 $2.4M <0.01% +152 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,489 $2.34M 0.02% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,454 $2.33M 0.15% +13 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,227 $2.24M 0.01% +248 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,190 $2.23M 0.03% +386 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,127 $2.21M 0.01% -346 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,044 $2.18M 0.04% +31 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,924 $2.13M <0.01% -98 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,847 $2.11M 0.05% -3 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,685 $2.05M 0.08% -125 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,628 $2.03M 0.01% +174 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 5,625 $2.03M 0.65% -1,015 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,390 $1.94M 0.01% -3 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,344 $1.93M 0.44% -10 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,160 $1.86M <0.01% -1,560 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,987 $1.8M 0.35% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,830 $1.74M 0.52% -14 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,820 $1.74M 1.25% -659 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,768 $1.72M <0.01% -14,673 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,692 $1.69M 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,689 $1.69M 0.07% +1,597 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,608 $1.66M 0.06% +95 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,576 $1.65M 0.95% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,400 $1.59M 0.17% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,346 $1.57M 0.07% +125 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,265 $1.54M 0.01% -588 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,239 $1.53M 0.07% -91 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,206 $1.52M <0.01% +101 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,191 $1.51M 0.04% +1,467 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,186 $1.51M 0.02% +31 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,150 $1.5M 0.07% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,112 $1.48M 0.58% +370 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,096 $1.48M 0.01% +1 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 4,090 $1.47M +1,583 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,065 $1.46M <0.01% +168 13F-HR/A Timeline Group VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 4,000 $1.44M 0.3% 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3,970 $1.43M 0.86% -310 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,960 $1.43M 0.01% +575 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,948 $1.42M 0.03% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,891 $1.4M 0.62% -495 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,891 $1.4M 0.04% +99 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,809 $1.37M 0.01% -4 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,806 $1.37M 0.01% +1 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,800 $1.37M 0.04% +19 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,763 $1.36M <0.01% -120 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,743 $1.35M 0.09% +581 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,735 $1.35M 0.5% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,700 $1.33M 0.17% +50 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,687 $1.33M 0.08% -72 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,672 $1.32M 0.06% +25 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,787 $1.32M 0.14% +440 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,647 $1.31M 0.01% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,485 $1.26M 0.01% +735 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,479 $1.25M <0.01% +1,038 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,458 $1.25M 0.45% -55 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,440 $1.24M 0.05% +223 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,422 $1.23M 0.45% -198 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,417 $1.23M 0.02% new 13F-HR Timeline City State Bank More: the full row for City State Bank 3,414 $1.23M 0.28% -9 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,412 $1.23M 0.07% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,336 $1.2M 0.76% +105 13F-HR Timeline