BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,036,566 $384M 0.03% +207,474 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,108,051 $209M 0.01% +6,816 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 636,448 $120M 0.03% +103,072 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 574,649 $108M 0.04% +9,774 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 491,688 $92.8M 0.01% +11,135 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 398,536 $75.2M 0.1% -4,618 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 383,133 $73M 0.02% +18,426 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 377,023 $71.1M 0.39% +4,112 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 331,306 $62.5M 0.25% -13,232 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 304,564 $57.6M 0.1% +15,006 13F-HR/A Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 261,918 $49.4M 13.18% +13,011 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 248,774 $46.9M 0.01% -9,912 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 245,444 $46.3M 0.02% -1,491 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 228,257 $43.1M 0.05% -2,900 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 228,178 $43.1M 9.57% -8,533 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 195,886 $37M 0.01% -4,939 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 165,292 $31.2M -7,194 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 161,700 $30.5M 0.04% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 154,478 $29.2M 0.04% +3,589 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 149,698 $28.2M 0.31% +5,979 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 147,933 $27.9M 6.31% +3,222 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 140,596 $26.5M 0.08% -7,628 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 125,048 $23.6M 2.07% +2,901 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 124,217 $23.4M 0.13% -3,120 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 122,893 $23.2M 1.03% new 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 108,490 $20.5M 17.44% +8,663 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 106,973 $20.2M 0.03% +4,195 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 106,781 $20.2M 0.93% -2,185 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 104,551 $19.7M 1.43% -2,181 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 102,503 $19.3M 2.61% -14,237 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 92,167 $17.4M <0.01% -11,240 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 88,857 $16.8M 0.01% -5,830 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 80,411 $15.2M 0.17% -1,099 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 80,381 $15.2M 0.3% -5,903 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 75,450 $14.2M 1.11% +42 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 67,298 $12.7M 0.14% -1,878 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 65,663 $12.4M 6.37% -13,090 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 62,337 $11.8M 1.4% +1,625 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 62,264 $11.7M 0.03% +886 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 59,323 $11.2M 0.13% +594 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 50,973 $9.62M 1.13% -4,478 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 47,321 $8.93M 0.02% +138 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 46,612 $8.8M 0.28% -47,745 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,762 $8.64M 1.54% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 45,466 $8.58M 0.41% -1,306 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 45,053 $8.5M 1.83% +8,812 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 44,496 $8.4M 0.01% -662 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 42,742 $8.07M 0.01% -1,429 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 42,405 $8M +7,738 Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 40,300 $7.6M 0.21% +73 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 38,848 $7.33M 6.01% -191 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 38,147 $7.2M 0.05% -1,284 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,856 $6.75M 0.17% +1,442 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,459 $6.5M +409 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 34,208 $6.46M 0.34% -615 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,760 $5.99M 0.65% +19 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,307 $5.72M 0.04% +7,308 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,159 $5.69M 0.01% -69,748 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,621 $5.59M 0.02% -10,954 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,258 $5.42M 0.01% -676 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 28,013 $5.29M 0.28% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27,692 $5.28M 3.84% -119 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 27,132 $5.12M 0.09% -63 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 26,994 $5.09M 5.06% -866 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 26,950 $5.09M 0.01% +5,882 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 26,775 $5.05M 0.17% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,592 $5.04M 0.01% +1,080 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 25,184 $4.75M 0.87% -4,998 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 24,741 $4.67M 3.62% +358 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 24,571 $4.64M 1.12% -210 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 23,314 $4.4M 0.4% +1,249 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 22,850 $4.31M 0.01% -3,694 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 21,802 $4.11M 0.06% +8,243 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 21,235 $4.01M 0.01% -348 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 20,867 $3.94M 0.34% -6,125 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,402 $3.89M 1.69% +166 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20,103 $3.79M 0.26% +792 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,914 $3.76M 0.02% +246 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 19,603 $3.7M 0.01% -58 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 19,521 $3.68M 0.01% +58 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,419 $3.67M 0.01% -787 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 19,132 $3.61M 0.45% -450 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 19,010 $3.59M 1.35% +3,412 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 19,000 $3.59M 0.17% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 18,903 $3.57M 2.85% -264 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 18,502 $3.49M 3.76% +1,396 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,625 $3.33M 0.16% -294 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,613 $3.32M 0.65% -315 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,501 $3.3M 0.07% +3,050 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,569 $3.3M <0.01% +6,595 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,333 $3.08M 0.04% +4,782 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 16,097 $3.04M 1.74% -58 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,747 $2.79M 0.06% -1,993 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,697 $2.77M 0.13% -483 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,650 $2.76M 0.03% -742 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 14,002 $2.64M 0.91% +2,156 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 13,915 $2.63M 0.96% +974 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,235 $2.5M <0.01% -244 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 13,058 $2.46M 1.17% +2,055 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 12,791 $2.41M 0.18% +2,534 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,679 $2.39M 0.04% +3,046 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 12,519 $2.36M 1.87% +754 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,214 $2.3M 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,188 $2.3M 0.15% -75 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,830 $2.23M 0.04% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,693 $2.21M <0.01% new 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 11,047 $2.08M 1.85% -948 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 10,757 $2.03M 1.22% -1,478 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 10,489 $1.98M -84 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,487 $1.98M 0.02% +271 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,115 $1.91M 0.05% -368 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,005 $1.89M 1.93% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,787 $1.85M <0.01% +418 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,626 $1.82M 0.01% -2,316 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,579 $1.81M <0.01% +7,632 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,542 $1.8M 0.75% -862 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,535 $1.8M <0.01% +4,539 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 9,504 $1.79M 1% +348 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,443 $1.78M <0.01% +7,025 13F-HR/A Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,366 $1.77M 0.03% +1,180 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,319 $1.76M 0.02% +2 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,280 $1.75M 0.22% +28 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,090 $1.72M 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,894 $1.68M 0.06% -7 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,821 $1.66M 0.01% +2,286 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,728 $1.65M 0.65% -89 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,458 $1.6M 0.8% -677 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,004 $1.51M 0.22% -1,216 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,793 $1.47M 0.29% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,296 $1.39M 0.01% -257 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,211 $1.36M 0.01% +269 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,114 $1.34M 0.05% -10 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,976 $1.32M 0.01% +2,707 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,922 $1.31M 0.13% -817 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,764 $1.28M <0.01% +2,689 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,755 $1.27M <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 6,699 $1.26M 0.29% -799 13F-HR/A Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 6,508 $1.25M 0.7% +174 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,618 $1.25M 0.02% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,590 $1.24M 0.04% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,565 $1.24M <0.01% +295 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,551 $1.24M 0.26% +94 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,304 $1.19M 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,298 $1.19M 0.03% -143 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,214 $1.17M 0.19% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,117 $1.15M 0.1% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,105 $1.15M 0.3% -15 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,998 $1.13M <0.01% 0 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 5,684 $1.07M 0.69% -97 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,820 $1.07M 0.13% -129 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,583 $1.05M 0.06% +673 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,500 $1.04M <0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,495 $1.04M 0.08% -129 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,407 $1.02M 0.02% +74 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,399 $1.02M 0.18% +131 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,370 $1.01M 0.08% +24 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,347 $1.01M 0.02% +2,591 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,340 $1.01M 0.16% +24 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,219 $985K 0.53% -596 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,177 $977K 0.04% +1,164 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,920 $953K 0.04% +111 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,999 $943K 0.01% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,974 $939K 0.51% +78 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,812 $908K 0.01% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,788 $904K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,772 $901K <0.01% -2 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,655 $889K 0.04% -39 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,526 $854K 0.2% -484 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,505 $850K 0.21% +4 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,405 $831K <0.01% +68 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,398 $830K 0.14% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,387 $828K 0.03% -126 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,305 $812K 0.03% +1,867 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,247 $801K 0.07% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 4,198 $792K 0.29% +196 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,160 $785K 0.01% +113 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,110 $776K <0.01% -93 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,102 $774K 0.06% -3,692 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,897 $735K 0.09% +903 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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