LPL Financial LLC More: the full row for LPL Financial LLC 1,348,882 $343M 0.09% +61,995 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 883,351 $224M 0.01% +185,278 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 848,721 $216M 0.02% +45,281 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 471,002 $120M 0.02% +107,326 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 255,794 $65M 0.02% +336 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 246,547 $62.6M +40,176 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 235,359 $59.9M 0.01% +57,441 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 215,156 $54.6M +30,889 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 188,486 $47.9M 0.14% +159,086 13F-HR/A Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 185,898 $47.2M 3.13% +878 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 184,097 $46.8M 0.07% +26,689 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 173,580 $44.1M 0.03% +50,250 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 173,149 $44M 0.01% +27,883 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 157,447 $40M 6.05% -3,071 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144,032 $36.6M 0.05% -24,699 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 140,175 $35.6M 0.02% +11,459 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 139,644 $35.5M 0.04% +17,362 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 133,374 $33.9M 4.83% +3,389 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 130,521 $33.1M <0.01% -9,760 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 124,568 $31.6M 0.08% -82,099 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 116,265 $29.5M 0.94% -2,375 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,267 $29M 0.07% +13,648 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 107,109 $25.9M <0.01% +3,639 13F-HR/A Timeline Group Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 98,151 $24.9M 1.81% -49,334 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 77,866 $19.8M 0.02% +1,834 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 74,902 $19M 2.11% +71,618 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 73,747 $18.7M 7.33% -2,255 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 72,133 $18.3M 0.05% +16,723 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68,182 $17.3M 0.01% +18,700 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 67,295 $17.1M 0.23% -7,181 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 65,645 $16.7M 2.44% +44,296 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 64,336 $16.1M 0.01% +29,913 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 50,747 $12.9M -314 Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 49,364 $12.5M 2.67% -554 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46,405 $11.8M 0.06% +43,365 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 46,393 $11.8M 0.79% +21,373 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 44,124 $11.2M +7,420 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 42,932 $10.9M 0.08% +1,256 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,995 $10.7M 0.36% -13,294 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 39,305 $9.98M 0.11% -5,235 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 39,266 $9.97M 0.02% +206 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,373 $9.75M 0.01% +29,804 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 38,022 $9.66M 0.01% +15,754 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,504 $9.02M 0.01% +13,806 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 34,804 $8.84M 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,296 $8.71M 0.02% -2,462 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 34,109 $8.66M 1.51% +96 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 34,082 $8.66M 1.57% +220 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 33,116 $8.41M 0.02% +6,191 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 31,938 $8.11M 5.3% +1,730 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 31,790 $8.07M 0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,608 $7.52M 0.06% +3,111 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 28,910 $7.24M 0.28% +3,722 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,085 $6.88M 0.03% +1,490 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 26,991 $6.86M 0.08% +17,467 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 26,679 $6.78M 0.71% +21,658 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,806 $6.55M 0.04% +11,349 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 25,643 $6.51M 0.27% +8,320 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 25,101 $6.38M 4.1% -3,135 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,478 $6.22M 0.01% +1,694 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 24,150 $6.13M 0.05% -613 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,858 $6.06M 0.14% -360 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,632 $5.75M 0.01% -1,171 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 21,404 $5.44M 0.14% +2,910 13F-HR Timeline Group Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 20,702 $5.26M 3.46% +14,952 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,342 $5.15M 0.03% +5,668 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 23,288 $5.06M 2.34% -915 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 19,817 $5.03M 0.57% +262 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,686 $5M 0.02% +3,523 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,600 $4.98M 0.01% +5,949 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,065 $4.84M 0.01% +46 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,812 $4.78M 0.07% +2,868 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 17,910 $4.55M 2.2% +45 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,732 $4.5M 0.21% +7,082 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,234 $4.38M 0.05% +1,222 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 17,100 $4.34M 0.01% +247 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,092 $4.34M 0.06% -57 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 16,817 $4.27M 1.72% -7,542 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,668 $4.23M 0.02% +6,900 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,631 $4.22M 0.05% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,533 $4.2M <0.01% +2,282 13F-HR Timeline Group Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 16,373 $4.16M 1.36% +4,431 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,103 $4.09M 0.02% -23,807 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,027 $4.07M 0.02% +546 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,930 $4.05M 0.07% -1,040 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 15,646 $3.97M 0.06% new 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 15,552 $3.95M 0.99% +601 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 15,291 $3.88M +2,587 Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 15,234 $3.87M 2.4% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 15,139 $3.84M 0.03% -7,463 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,805 $3.84M 0.01% +1,857 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,472 $3.68M 0.14% +13,561 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 14,361 $3.65M 0.72% +1,511 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 14,051 $3.57M 0.56% +13,001 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 13,804 $3.51M 0.9% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,685 $3.48M 0.09% +6,975 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 13,516 $3.43M 0.88% -4,861 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 13,289 $3.38M 3.1% +1,700 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,588 $3.2M 0.04% +220 13F-HR Timeline Group Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 12,500 $3.17M 0.66% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,390 $3.15M 0.14% -2,826 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,148 $3.09M 0.33% -1,678 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 11,479 $2.92M 1.04% +234 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,456 $2.91M 0.15% +979 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 11,417 $2.9M 1.41% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,210 $2.85M 0.06% +56 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,827 $2.75M 0.09% +2,313 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 10,796 $2.74M 0.42% -2,941 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 10,704 $2.72M 0.04% -20 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 10,593 $2.69M 0.36% -303 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 10,540 $2.68M 0.55% +267 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,375 $2.64M 0.03% +9,161 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 10,271 $2.61M 1.35% -6,932 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 10,255 $2.6M 1.16% -3,579 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,154 $2.58M 0.23% -1,490 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10,009 $2.54M 1.22% -1,542 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,614 $2.44M 0.03% +486 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 9,585 $2.43M 0.73% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,312 $2.42M 1.03% +226 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,889 $2.26M <0.01% +36 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,663 $2.2M 0.07% -121 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,548 $2.17M 0.05% +783 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 8,484 $2.15M 2.07% 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,251 $2.1M 0.78% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,127 $2.06M 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,988 $2.03M 0.08% +5,154 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,963 $2.02M 0.01% +2,188 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,734 $1.96M 0.04% +414 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,588 $1.93M 0.02% -2,101 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,506 $1.91M 0.07% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,952 $1.9M 0.06% +2 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 7,415 $1.88M 1.27% new 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 7,241 $1.84M 1.93% -11,214 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,234 $1.84M 0.05% +567 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 7,117 $1.81M 1.24% -381 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,055 $1.79M -95 Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 7,000 $1.78M 1.32% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,157 $1.73M 0.11% -1,474 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,705 $1.7M 0.02% +962 13F-HR Timeline Group RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 6,679 $1.7M 1.27% +380 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 6,417 $1.63M 1.02% -282 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,417 $1.63M 0.02% +740 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,890 $1.58M 0.19% +779 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,195 $1.57M 0.57% -405 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,167 $1.57M 0.01% -347 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,055 $1.54M <0.01% -311 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 5,876 $1.49M 0.03% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,869 $1.49M 0.4% +874 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,863 $1.49M 0.02% +2,245 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,794 $1.47M 0.03% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 5,633 $1.43M 1.36% +162 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,505 $1.4M <0.01% +1,975 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,459 $1.39M 0.26% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 5,453 $1.38M 0.18% +4,102 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,438 $1.38M 0.01% -2,570 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,322 $1.37M 0.29% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,401 $1.37M 0.23% +89 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,377 $1.37M 0.65% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,340 $1.36M 0.14% -55 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,244 $1.33M 0.21% -211 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,209 $1.32M 0.59% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,113 $1.3M 0.09% -374 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,089 $1.29M 0.07% -88 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 4,955 $1.29M 0.69% -104 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,298 $1.28M 0.2% +1,538 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,020 $1.27M 0.44% +1,760 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,999 $1.27M 0.19% -2,080 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,799 $1.25M 1.13% +116 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,892 $1.24M 0.02% -1,983 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,877 $1.24M 0.08% +3,703 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,704 $1.22M 0.09% -235 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,709 $1.2M 0.01% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,695 $1.19M 0.27% +1,108 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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