MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 703,836 $66.6M <0.01% -116,581 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 380,699 $36M 0.67% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 296,854 $28.1M <0.01% +43,662 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 271,711 $25.7M 0.01% +24,093 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 144,482 $13.7M 0.01% +7,380 13F-HR Timeline Group Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 129,397 $12.2M 7.64% -5,677 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 118,424 $11.2M 0.23% -26,009 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 106,750 $10.7M 0.05% -2,900 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 108,051 $10.2M 0.01% -24,152 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 92,814 $8.79M 3.24% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,584 $6.87M 0.01% -81,028 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 71,409 $6.76M <0.01% +4,151 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58,233 $5.51M 0.02% +14,135 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56,273 $5.33M 0.01% +2,354 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 55,588 $5.26M 0.71% -3,976 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,121 $4.93M <0.01% +25,285 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 49,328 $4.67M 0.01% -7,866 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 47,736 $4.52M -7,474 Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 36,922 $3.5M 0.36% -2,520 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 36,472 $3.45M 0.01% +1,810 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,312 $3.34M 0.01% +32,467 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,942 $3.02M 0.01% -1,785 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 30,205 $2.86M 0.03% -1,973 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 30,113 $2.85M 1.54% -1,516 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 29,457 $2.79M 0.04% -3,086 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,437 $2.73M 0.08% -504 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,405 $2.59M 0.02% -772 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,445 $2.5M <0.01% +7,399 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 26,234 $2.48M <0.01% +8,282 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,360 $2.4M <0.01% -15,182 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25,000 $2.37M 0.18% +24,975 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 22,422 $2.12M 0.64% -195 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,676 $2.05M <0.01% +1,766 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,204 $2.01M 0.01% -4,033 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 20,893 $1.98M <0.01% -29,490 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 20,333 $1.92M 0.89% +5,281 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,297 $1.92M 0.03% -4,000 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 19,912 $1.89M 0.01% +1,883 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,309 $1.83M 0.02% +1,050 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,023 $1.8M 0.25% +2,397 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 18,875 $1.79M 0.61% +2,620 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 18,501 $1.75M 0.19% -148 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,731 $1.58M 0.01% +45 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 15,824 $1.5M 0.93% -550 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,645 $1.48M <0.01% -4,047 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,190 $1.44M 0.06% -1,240 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,047 $1.42M 0.06% -5,566 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,400 $1.27M 0.54% -9 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13,235 $1.25M 1.16% +310 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 12,924 $1.22M <0.01% -3,012 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,692 $1.2M <0.01% -744 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,070 $1.14M 0.12% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 11,081 $1.05M 0.46% +142 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 10,904 $1.03M 0.49% +2,315 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 10,262 $972K 0.01% +836 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,223 $968K <0.01% -918 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,668 $915K 0.04% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,338 $798K 0.36% -72 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,369 $792K 0.01% -357 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,682 $727K 0.01% -2,062 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,680 $727K 0.07% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 7,134 $675K 0.01% new 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,952 $658K 0.37% -371 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,733 $637K 0.01% -705 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 6,692 $634K 0.02% +407 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,426 $608K 0.23% -350 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,300 $596K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,269 $593K <0.01% -1,948 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,150 $582K 0.03% -521 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,056 $573K <0.01% -16,171 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,639 $566K <0.01% -201 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,884 $557K <0.01% +1,987 13F-HR/A Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,506 $521K 0.33% +616 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,200 $492K 0.08% -300 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,158 $488K 0.07% +2,680 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,935 $478K 0.29% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 5,023 $476K 0.01% -8,766 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,072 $464K 0.06% new 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 4,810 $455K 0.17% +1,712 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 4,602 $436K 0.24% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,391 $416K 0.38% -8,037 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,328 $410K <0.01% -839 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,058 $384K 0.03% +810 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,998 $378K 0.08% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,866 $366K 0.03% -239 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,718 $352K 0.05% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,655 $346K 0.02% -247 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,508 $332K 0.03% -159 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,474 $329K 0.26% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,411 $323K 0.01% -2,736 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,382 $320K 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,092 $293K <0.01% -1,085 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,064 $290K <0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,000 $284K <0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,944 $279K 0.01% -642 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,904 $275K <0.01% +394 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,790 $264K 0.02% -276 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,778 $263K 0.28% -2,569 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,758 $261K 0.01% -3 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,690 $255K 0.19% -350 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,638 $250K 0.04% -1,500 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,587 $245K 0.01% -1,070 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,565 $243K 0.01% -95 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,540 $240K 0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,501 $237K 0.03% -302 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,427 $230K 0.02% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,411 $228K 0.01% -8,197 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,379 $225K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,366 $224K <0.01% +203 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,312 $219K 0.01% -28 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 2,269 $215K 0.15% -41 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,250 $213K 0.04% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,217 $210K <0.01% -28 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. 2,181 $207K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,164 $205K 0.08% -39 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,128 $201K 0.01% -92 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,055 $195K 0.18% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,046 $194K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,949 $185K 0.06% -117 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,769 $167K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,546 $146K <0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,402 $136K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,387 $131K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 859 $129K 0.09% -327 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,274 $121K <0.01% +1,018 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,247 $118K 0.01% -4,575 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,180 $112K <0.01% -20,941 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,110 $105K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 956 $103K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,038 $98.3K 0.07% -446 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 96,392 $96.4K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 959 $90.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 857 $81.1K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 729 $69K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 684 $64.8K 0.02% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 651 $61.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 614 $58.2K <0.01% -1,588 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 586 $55.5K <0.01% -240 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 552 $52.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 540 $51.1K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 468 $44.3K 0.03% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 450 $42.6K <0.01% -104 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 436 $42K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 426 $40.3K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 406 $38K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $37.9K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 394 $37.3K <0.01% +96 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 393 $37.2K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 341 $32.3K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 314 $29.7K <0.01% +57 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 300 $28.4K 0.01% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 300 $28.4K 0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 300 $28.4K 0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 300 $28.4K 0.01% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 292 $27.6K 0.01% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 286 $27.1K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 220 $20.8K <0.01% +120 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 213 $20.2K <0.01% -1,053 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 200 $18.9K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 193 $18.3K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 189 $17.9K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 184 $17.4K 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 $17.3K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 180 $17K <0.01% +100 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 180 $17K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 168 $15.9K <0.01% -104 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 150 $14.5K <0.01% -453 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 151 $14.3K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 140 $13.3K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 135 $12.8K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 131 $12.4K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 129 $12.2K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 125 $11.8K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 125 $11.8K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 125 $11.8K 0.01% -4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 116 $11K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 114 $10.8K <0.01% -751 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 103 $9.75K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 100 $9.47K <0.01% 0 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 97 $9.18K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 95 $8.99K <0.01% -395 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 88 $8.48K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 85 $8.05K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 68 $6.44K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 62 $5.87K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 57 $5.42K <0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 51 $4.87K <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 $4.77K <0.01% 0 13F-HR Timeline Group Hartford Financial Management Inc. 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