MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 820,417 $88.6M 0.01% +100,751 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 253,192 $27.3M <0.01% +1,861 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 247,618 $26.7M 0.01% -25,923 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 153,612 $16.6M 0.02% +111,293 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 144,433 $15.6M 0.32% +26,302 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 137,102 $14.8M 0.01% +10,343 13F-HR Timeline Group Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 135,074 $14.6M 9.89% -14,827 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 132,203 $14.3M 0.02% -1,591 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 109,650 $11.8M 0.06% +15,300 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 67,258 $7.26M <0.01% 13F-HR/A Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 59,564 $6.43M 0.87% -6,573 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,194 $6.18M 0.01% +11,766 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 55,210 $5.96M -8,281 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 53,919 $5.83M 0.01% +2,114 13F-HR/A Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 50,383 $5.44M 0.01% +31,974 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 44,098 $4.76M 0.02% +2,856 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,542 $4.38M <0.01% -5,040 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 39,442 $4.26M 0.42% -2,580 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 34,662 $3.74M 0.01% +13,571 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,727 $3.64M 0.01% +5,764 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,543 $3.51M 0.05% -6,543 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 32,178 $3.47M 0.04% -2,389 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 31,629 $3.42M 1.87% -2,933 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,941 $3.06M 0.09% -4,645 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,177 $3.04M 0.02% +1,027 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,836 $2.9M <0.01% -47,023 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,237 $2.73M 0.01% -6,016 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24,297 $2.62M 0.09% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,227 $2.4M <0.01% -252 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,121 $2.39M <0.01% +22,088 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,613 $2.23M 0.11% -6,542 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,910 $2.15M <0.01% -1,380 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,692 $2.13M <0.01% -1,891 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,046 $2.06M <0.01% +178 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 18,649 $2.01M 0.19% -734 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,259 $1.97M 0.02% +520 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,029 $1.95M 0.01% -79 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 17,952 $1.94M <0.01% +11,198 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 22,617 $1.93M 0.61% +6,307 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,686 $1.8M 0.01% +626 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 16,626 $1.8M 0.26% -2,621 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 16,430 $1.77M 0.06% -4,632 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 16,255 $1.76M 1.16% -2,278 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 16,012 $1.73M 0.45% +163 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 15,936 $1.72M <0.01% +1,191 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 15,052 $1.63M 0.7% +5,164 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 13,789 $1.49M 0.02% +8,186 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,436 $1.45M <0.01% +87 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,409 $1.45M 0.57% -19,997 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 12,925 $1.4M 1.33% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 16,374 $1.39M 0.82% 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 12,428 $1.34M 0.56% +5,211 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 12,000 $1.3M <0.01% new 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 11,141 $1.2M <0.01% -7,318 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,939 $1.18M 0.51% -7 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,608 $1.15M 0.04% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,744 $1.05M 0.01% -633 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,426 $1.02M 0.01% -1,414 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,726 $942K <0.01% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 8,589 $927K 0.38% +3,235 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,217 $887K <0.01% +450 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,410 $848K 0.42% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,438 $803K 0.01% -2,542 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,323 $791K 0.43% -510 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,265 $784K 0.01% +1,356 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 6,776 $732K 0.29% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,671 $720K 0.04% -454 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,840 $687K <0.01% -31 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,285 $679K 0.02% +1,221 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,147 $664K 0.02% -2,203 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,822 $629K 0.04% +4,262 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,500 $594K 0.1% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 5,347 $577K 0.96% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,167 $558K <0.01% -540 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 4,935 $533K 0.3% +4,578 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,890 $528K 0.33% +451 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,818 $520K 0.15% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,348 $475K 0.04% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,138 $454K 0.08% -204 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,177 $451K <0.01% +1,558 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 4,105 $443K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,998 $432K 0.09% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,902 $421K 0.03% -372 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,897 $421K <0.01% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,717 $401K <0.01% -530 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,718 $401K 0.05% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,671 $396K 0.06% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,667 $396K 0.03% +80 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,657 $395K 0.01% -859 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,248 $351K 0.03% +396 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 3,098 $335K 0.1% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,066 $331K 0.02% +333 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,040 $328K 0.23% +2,715 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,000 $324K <0.01% -1,318 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,845 $307K <0.01% +15 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,803 $303K 0.04% -1 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,761 $298K 0.01% -1,210 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,660 $287K 0.01% +231 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,586 $284K 0.02% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,595 $280K 0.01% -77 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,540 $274K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,510 $271K <0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,478 $268K 0.05% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,203 $265K 0.12% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,413 $261K <0.01% +2,279 13F-HR Timeline Stevard, LLC More: the full row for Stevard, LLC 2,400 $259K 0.97% +17 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,340 $253K 0.02% -105 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 2,310 $249K 0.17% -276 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,245 $242K <0.01% -1,927 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,231 $241K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,220 $240K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,202 $238K 0.01% -465 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,163 $234K <0.01% -200 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,090 $226K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,066 $223K 0.07% -1,670 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,058 $222K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,055 $222K 0.19% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,046 $221K 0.03% -26 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,000 $216K 0.18% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,915 $207K 0.02% -649 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,875 $202K 0.15% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,871 $202K 0.08% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,769 $194K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,484 $160K 0.11% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,387 $150K <0.01% -73 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,266 $137K <0.01% +1,045 13F-HR/A Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,261 $136K <0.01% +610 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,186 $128K 0.07% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,110 $120K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,000 $109K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 959 $104K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 956 $103K <0.01% +30 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 904 $97.6K <0.01% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 96,392 $96.4K 0.02% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 865 $93.4K <0.01% +30 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 857 $92.5K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 826 $89.2K <0.01% -635 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 729 $78.7K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 651 $70.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 603 $65.1K <0.01% +164 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 554 $59.8K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 552 $59.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 540 $58.3K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 490 $52.9K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 468 $50.5K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 436 $47.1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 426 $46K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $43.2K 0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 393 $42.4K <0.01% -293 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 373 $40.3K <0.01% +349 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 341 $37.3K <0.01% new 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 300 $32.4K 0.01% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 300 $32.4K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 300 $32.4K 0.01% 0 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 298 $32.2K <0.01% +84 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 269 $31.7K <0.01% +37 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 286 $30.9K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 279 $30.1K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 272 $29.4K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 257 $27.8K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 256 $27.6K <0.01% -18 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 242 $26.1K <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 209 $22.6K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 200 $21.6K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 189 $20.4K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 193 $20K 0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 184 $19.9K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 183 $19.8K <0.01% -3 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 180 $19.4K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 151 $16.3K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 140 $15.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 135 $14.6K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 131 $14.2K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 129 $13.9K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 129 $13.9K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 125 $13.5K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 116 $12.5K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 103 $11.1K <0.01% -84 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 100 $10.8K <0.01% -100 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 100 $10.8K <0.01% new 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 97 $10.5K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 96 $10.4K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 88 $9.5K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 85 $9.18K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 80 $8.64K <0.01% 0 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 68 $7.34K 0.01% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 66 $7.13K <0.01% +10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 62 $6.8K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 58 $6.39K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 56 $6.06K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 51 $5.55K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 50 $5.4K <0.01% +13 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 46 $4.97K <0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 40 $4.38K <0.01% 0 13F-HR Timeline Group OARSMAN CAPITAL, INC. 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