BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,857,948 $371M 0.03% -178,618 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,138,537 $227M 0.01% +30,486 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 636,014 $127M 0.02% -434 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 596,746 $119M 0.03% +22,097 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 523,094 $104M 0.12% +416,121 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 512,605 $102M 0.01% +20,917 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 384,109 $76.6M 0.12% -14,427 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 355,454 $70.9M 0.02% -27,679 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 345,805 $69M 0.26% +14,499 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 320,771 $64M 0.02% +75,327 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 315,856 $62.8M 0.09% +11,292 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 272,220 $54.3M 12.36% +10,302 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 240,254 $47.9M 0.01% -8,520 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 237,809 $47.4M 9.96% +9,631 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 220,220 $43.9M 0.05% -8,037 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 168,329 $33.6M +3,037 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 163,700 $32.7M 0.04% +2,000 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 148,415 $29.6M 0.3% -1,283 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 148,281 $29.6M 6.25% +348 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 123,994 $24.7M 1.99% -1,054 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 111,867 $22.3M 0.11% -12,350 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 111,199 $22.2M 0.06% -29,397 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 109,657 $21.9M 16.63% +1,167 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 106,604 $21.3M 0.03% -47,874 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 105,882 $21.1M 0.86% -899 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 99,490 $19.8M 1.31% -5,061 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,737 $18.3M <0.01% -430 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 82,254 $16.4M 2.33% -20,249 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 81,769 $16.3M 0.29% +1,388 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 81,270 $16.2M <0.01% -114,616 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 74,777 $14.9M 1.08% -673 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 74,318 $14.8M 0.14% -6,093 13F-HR/A Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 66,374 $13.2M 5.83% +711 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 63,664 $12.7M 1.41% +1,327 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,770 $12.1M 0.02% -1,494 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57,531 $11.5M 0.01% -31,326 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 53,299 $10.6M 0.25% +6,687 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 50,885 $10.2M 0.34% +24,110 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 49,747 $9.92M 1.04% -1,226 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 49,685 $9.91M 0.11% -9,638 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 47,641 $9.5M 0.02% +320 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,762 $9.13M 1.54% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 45,403 $9.06M 1.78% +350 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 45,323 $9.04M 0.14% +18,191 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 45,173 $9.01M +2,768 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,830 $8.94M 0.01% +2,088 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,035 $8.58M 0.01% -1,461 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 42,558 $8.49M 0.22% +2,258 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 42,156 $8.41M 6.15% +3,308 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 41,122 $8.2M 0.36% -4,344 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 38,097 $7.6M 0.05% -50 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 37,036 $7.39M +2,577 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 35,078 $7.07M 0.16% +222 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 34,513 $6.88M 0.11% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 31,942 $6.37M 5.17% +4,948 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 31,814 $6.35M 0.02% +4,864 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,410 $6.27M 0.65% -350 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,544 $6.09M 0.01% +385 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 30,506 $6.08M 0.05% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,819 $5.94M 0.04% -488 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,584 $5.74M 0.01% +326 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,059 $5.6M 0.01% -1,562 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 28,013 $5.59M 0.28% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27,692 $5.52M 3.8% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 25,851 $5.16M 0.01% +3,001 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 24,861 $4.96M 3.49% +120 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 23,583 $4.7M 0.36% +269 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 22,657 $4.52M 1.49% +3,647 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 22,311 $4.45M 3.94% +3,809 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,133 $4.39M <0.01% +4,564 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 21,640 $4.32M 0.06% -162 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,518 $4.24M 0.1% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 21,227 $4.23M 0.01% -8 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 20,239 $4.04M 0.02% +718 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20,052 $4M 0.26% -51 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 19,637 $3.92M 0.3% -1,230 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,452 $3.88M 0.01% +33 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,126 $3.84M 1.68% -276 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 19,000 $3.79M 0.18% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18,527 $3.7M 0.04% -48,771 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 17,641 $3.52M 0.41% -1,491 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,541 $3.5M 0.02% -2,373 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,510 $3.49M 0.15% -115 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,317 $3.45M 0.62% -296 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 16,232 $3.24M 1.04% +2,230 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 16,072 $3.21M 1.71% -25 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,846 $3.16M <0.01% -3,757 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,675 $3.13M 0.05% -1,826 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,104 $3.01M 0.13% +407 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,898 $2.97M <0.01% -11,694 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,334 $2.86M 0.03% -316 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 14,173 $2.83M 0.96% +258 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 13,873 $2.77M 1.23% +815 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,669 $2.73M <0.01% +434 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 13,284 $2.65M 0.18% +493 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,045 $2.6M 0.1% -109,848 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,951 $2.58M 0.04% +272 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 12,764 $2.55M 1.88% +245 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,214 $2.44M 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. 12,196 $2.43M 0.15% +8 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,812 $2.36M 0.03% -18 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,748 $2.34M <0.01% +55 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 11,003 $2.19M 1.75% -44 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,967 $2.19M 0.03% +1,601 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,725 $2.14M 0.05% +610 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,200 $2.03M <0.01% +4,700 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,181 $2.03M 0.01% -306 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,005 $2M 1.6% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,693 $1.93M 0.73% +151 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,574 $1.91M <0.01% -213 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 9,572 $1.91M 0.99% +68 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,571 $1.91M <0.01% +36 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,413 $1.88M <0.01% +2,649 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,374 $1.87M 0.01% -252 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,320 $1.86M 0.02% +1 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,310 $1.85M 0.22% +30 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,114 $1.82M 0.01% +293 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,089 $1.81M 0.04% -1 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,862 $1.77M 0.06% -32 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,423 $1.68M 0.77% -35 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,177 $1.63M 0.58% -551 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,129 $1.62M -2,360 Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 8,063 $1.61M 0.87% -2,694 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,793 $1.55M 0.26% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 7,590 $1.51M +1,039 Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,483 $1.49M 0.17% -521 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,447 $1.49M 0.16% +3,647 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,296 $1.46M 0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,265 $1.45M <0.01% +289 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,239 $1.44M 0.01% +28 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,929 $1.38M 0.05% -185 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,921 $1.38M <0.01% +356 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,792 $1.35M 0.2% -130 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,627 $1.32M 0.28% -72 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,590 $1.31M 0.03% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,335 $1.26M 0.02% -283 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,304 $1.26M 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,233 $1.24M 0.05% +1,056 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,214 $1.24M 0.19% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,116 $1.22M 0.1% -1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,071 $1.21M 0.01% -10,262 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 6,062 $1.21M 0.7% +378 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,050 $1.21M 0.06% +467 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,105 $1.21M 0.27% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,998 $1.2M <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,682 $1.13M 0.01% +4,947 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,541 $1.11M 0.07% +46 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,395 $1.08M 0.08% +25 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,391 $1.08M 0.17% -8 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,679 $1.07M 0.12% -141 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,365 $1.07M 0.15% +25 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,180 $1.03M 0.02% -1,118 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,103 $1.02M 0.02% -304 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,094 $1.02M 0.51% -125 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,073 $1.01M 0.01% +261 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,995 $996K 0.49% +21 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,991 $996K <0.01% -1,764 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,987 $995K <0.01% -4,592 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,968 $991K 0.26% +463 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,924 $982K 0.01% -75 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,898 $977K <0.01% +126 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,852 $970K 0.03% +465 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,788 $964K 0.03% -132 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,788 $955K 0.01% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,784 $954K 0.52% +3,706 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 4,741 $946K 0.34% +543 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,716 $941K <0.01% +1,375 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,669 $938K 0.03% +14 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,633 $924K 0.37% +832 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,553 $908K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,492 $896K 0.03% +187 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,432 $884K 0.19% -94 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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