BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,925,230 $1.23B 0.09% +12,883 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,007,346 $315M 4.91% +36,040 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 855,771 $267M 0.02% -102,596 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 642,774 $201M 0.04% +67,257 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 397,206 $124M +71,679 Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 325,178 $102M 5.71% -29,016 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 292,995 $91.5M 0.02% +2,752 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 271,238 $84.7M +13,241 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 252,861 $78.9M 0.02% +39,367 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 166,564 $52M 3.78% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 158,699 $49.6M 0.05% +5,055 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 149,005 $46.5M 0.01% +18,409 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 147,830 $46.2M 0.01% -2,072 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 145,483 $45.4M 0.05% +1,889 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 142,342 $44.4M 6.22% +223 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 135,481 $40.9M <0.01% -4,060 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 118,045 $36.9M 0.02% +13,541 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 110,050 $34.4M 0.13% +7,113 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 99,976 $31.2M 0.03% -4,568 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 93,357 $29.1M 0.05% -6,802 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 86,833 $27.1M 0.9% +186 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 77,875 $24.3M 0.03% +2,007 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 73,426 $22.9M 0.89% -4,722 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 72,380 $22.6M 4.03% +5,602 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 63,951 $20M 0.07% -2,817 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,682 $19.9M 0.03% -599 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,192 $18.2M 0.05% -5,342 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,636 $16.1M 0.08% +70 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 51,484 $16.1M 2.1% -71 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 49,596 $15.5M 4.1% -3,015 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 49,292 $15.4M 0.01% -43 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 44,218 $13.8M 2.44% +546 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 40,108 $13.5M 2.92% -437 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 40,792 $12.7M 0.03% -49,509 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 38,225 $11.9M 0.05% -280 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 37,574 $11.7M 0.4% -2,033 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 37,532 $11.7M 0.02% -1,333 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,731 $11.5M 0.03% +5,591 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 36,725 $11.5M <0.01% +111 13F-HR Timeline Group Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 33,590 $10.5M 4.28% new 13F-HR Timeline 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 0.18% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32,114 $10M 0.27% -1,117 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,842 $8.94M 0.01% -987 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 27,684 $8.64M 0.4% -1,595 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25,831 $8.06M 2.01% -1,544 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,539 $7.97M 0.01% +1,190 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,976 $7.8M 0.03% -21,876 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,341 $7.6M 0.01% +3,756 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 24,202 $7.56M 0.58% +2,806 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,826 $7.44M 1.69% +91 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,001 $7.18M 0.04% +16,224 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,621 $7.06M <0.01% +4,232 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,602 $7.06M 0.01% -2,639 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,351 $6.87M <0.01% +5,177 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,755 $6.86M 0.02% -10,252 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 21,940 $6.85M 4.56% -1,064 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,725 $6.78M 0.03% -362 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 21,223 $6.63M 0.05% -234 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,000 $6.24M <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 19,464 $6.08M +11,389 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,441 $6.07M 0.02% -142 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 19,319 $6.03M 2.06% -313 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 19,219 $6M +400 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,934 $5.6M 0.28% -927 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 17,750 $5.54M 1.57% +1,101 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,662 $5.51M 0.01% +520 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,192 $5.37M 0.01% +5,359 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 17,083 $5.33M 2.04% +5 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,728 $5.31M 0.02% +2,813 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,812 $5.25M <0.01% +2,287 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15,908 $4.97M 1.55% +382 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 15,312 $4.78M 2.09% -4,831 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,072 $4.71M 0.06% +353 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,988 $4.68M <0.01% +195 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,946 $4.67M 0.02% 0 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 14,903 $4.65M 0.11% -1,236 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,159 $4.42M 0.04% +135 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 13,484 $4.21M 3.17% -2,146 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 13,308 $4.16M 1.22% +2,429 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 13,245 $4.14M 0.47% -4,484 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12,767 $4.04M 0.36% -523 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,855 $4.01M 0.1% -3,931 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,990 $4M 0.05% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,715 $3.97M 0.02% +391 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,666 $3.95M 0.11% -399 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,134 $3.79M 0.68% -2,138 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,995 $3.75M 0.41% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 11,757 $3.67M 0.85% -148 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 11,692 $3.65M 0.65% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,598 $3.62M <0.01% new 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,566 $3.61M 2.11% -728 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,247 $3.51M 0.29% +377 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 11,115 $3.47M 1.01% -49 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,803 $3.37M 0.04% -359 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,698 $3.34M 0.02% +1,711 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 10,356 $3.23M 1.44% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,048 $3.19M 0.24% -1,523 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 9,534 $3.14M 0.6% -127 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,890 $3.09M +753 Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,843 $3.07M 0.35% -36 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,801 $3.06M 0.09% -213 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,625 $3.01M <0.01% +130 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,599 $3M 0.05% +388 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 9,490 $2.96M +5,858 Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 9,453 $2.95M 1.16% +1,406 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 9,430 $2.94M 0.51% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,389 $2.93M 0.02% -2,725 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,369 $2.93M 0.25% -116 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,199 $2.87M 0.36% +725 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 9,049 $2.83M 0.24% -607 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 8,899 $2.82M 2.8% +2,159 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,006 $2.81M 0.03% +129 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 8,890 $2.79M 0.27% +543 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,895 $2.78M <0.01% +779 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,867 $2.77M 0.06% +4,015 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,882 $2.68M 0.17% -1,438 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,439 $2.63M <0.01% +86 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,378 $2.62M 0.07% -569 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,378 $2.62M 0.01% +4,632 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,375 $2.61M <0.01% -502 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,369 $2.61M 1.03% -881 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,955 $2.48M 0.08% +3,454 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,927 $2.48M 0.03% -25 13F-HR Timeline Group Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 7,905 $2.47M 2.12% +778 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,719 $2.41M 0.06% +141 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,679 $2.4M 0.01% +3 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,640 $2.39M 0.34% +265 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 7,289 $2.28M 2.33% -168 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 7,199 $2.25M 0.31% +638 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,123 $2.22M 0.03% +520 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,783 $2.12M 0.71% +51 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,760 $2.11M 0.03% -15 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,977 $2.11M 0.09% +95 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,720 $2.1M <0.01% +4,320 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 6,640 $2.07M 0.76% +520 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,571 $2.05M 0.46% +521 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,495 $2.03M <0.01% -3,238 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,488 $2.03M 0.02% +2 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,473 $2.02M 0.01% +200 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,441 $2.01M 0.07% +15 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,082 $1.92M 0.06% -3,813 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,022 $1.88M <0.01% +707 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,013 $1.88M 0.04% new 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,850 $1.83M 0.05% -55 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,810 $1.81M 0.09% -219 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,804 $1.81M 0.03% +1,048 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,979 $1.78M 0.01% +18 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 5,479 $1.71M 1.48% -562 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,454 $1.7M 0.01% +4,498 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,393 $1.68M 0.01% -7 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,354 $1.67M 0.42% +28 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,222 $1.63M 0.03% +43 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,162 $1.61M 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,853 $1.52M 0.02% +75 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,844 $1.51M 0.43% -92 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,810 $1.5M 0.01% +3,412 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,386 $1.48M 0.67% -281 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,692 $1.46M 0.02% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,576 $1.43M 0.97% -2 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,513 $1.41M 0.05% +2 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,400 $1.37M 0.16% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,330 $1.35M 0.08% +883 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,280 $1.34M 0.76% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,221 $1.32M 0.06% -3 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,155 $1.3M 0.02% -505 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,150 $1.3M 0.07% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,105 $1.28M <0.01% +1,860 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,095 $1.28M 0.01% -25 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,897 $1.22M <0.01% -6,541 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,883 $1.21M <0.01% -247 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,871 $1.21M 0.02% +328 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,813 $1.19M 0.01% +218 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,805 $1.19M 0.01% -166 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,792 $1.18M 0.04% +3,101 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,781 $1.18M 0.04% +53 13F-HR/A Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,403 $1.18M 1.05% +675 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,759 $1.17M 0.08% -1,048 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,742 $1.17M 0.56% -5 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,735 $1.17M 0.52% +251 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,690 $1.15M <0.01% +23 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,678 $1.15M 0.01% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. 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More: the full row for Williams Jones Wealth Management, LLC. 3,647 $1.14M 0.01% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,620 $1.13M 0.41% -90 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,347 $1.12M 0.12% +309 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,520 $1.1M <0.01% +1,853 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,513 $1.1M 0.45% -130 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,385 $1.07M 0.01% +356 13F-HR Timeline City State Bank More: the full row for City State Bank 3,423 $1.07M 0.28% -24 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Northstar Group, Inc. 3,243 $1.01M 0.14% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,231 $1.01M 0.66% -21 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,217 $1M 0.04% +15 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,216 $1M <0.01% +117 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,205 $1M 0.01% +925 13F-HR Timeline