LPL Financial LLC More: the full row for LPL Financial LLC 3,632,375 $361M 0.08% -51,228 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/ 1,297,697 $129M 0.01% -33,217 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,225,012 $122M 11.12% -35,523 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,107,907 $110M 0.02% -313,087 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 648,966 $64.5M 7.76% +98,573 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 623,564 $62M 0.07% +18,810 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 603,234 $59.9M 0.01% -35,428 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 529,889 $52.7M 1.89% +240,947 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 443,633 $44.1M <0.01% -26,308 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 430,339 $42.8M 0.01% +9,737 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 405,452 $40.3M 0.2% +192,354 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 363,144 $36.1M -34,385 Timeline Bell Bank More: the full row for Bell Bank 362,045 $36M 1.37% -236,287 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 360,487 $35.8M 0.01% -85,811 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 353,625 $35.1M 5.13% -7,145 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 345,930 $34.4M 0.04% -7,887 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 336,542 $33.4M 0.04% +51,965 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 329,361 $32.7M 2.28% +1,151 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 277,582 $27.6M 0.03% +9,513 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 262,178 $26.1M 0.54% -103,158 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 259,692 $25.8M 7.86% +3,631 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 253,471 $25.2M 2.66% +15,918 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 245,844 $24.4M 7.96% -11,439 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 244,530 $24.3M 0.05% -14,461 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 239,546 $23.8M <0.01% +33,189 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 237,485 $23.6M 0.01% -18,519 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 224,499 $22.3M 3.28% +14,202 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 223,630 $22.2M 2.14% -41,789 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 214,341 $21.3M 0.39% -3,734 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 212,665 $21.1M 0.03% -29,584 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 210,314 $20.9M 9.54% +35,785 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 197,623 $19.6M 0.02% +79,649 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 193,985 $19.3M 0.68% +20,677 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 185,409 $18.4M 0.05% -126,349 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 184,858 $18.4M 0.56% -5,298 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 181,292 $18M 0.03% +50,798 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 168,695 $16.8M 0.01% -12,205 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 163,150 $16.2M 6.32% +3,584 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 158,075 $15.7M 2.24% +4,317 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 145,546 $14.5M 5.53% +10,190 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 143,209 $14.2M 6.94% +1,912 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 139,796 $13.9M 0.01% -44,855 13F-HR Timeline Group DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 132,170 $13.1M 11.02% -40,050 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 131,967 $13.1M 6.29% -9,539 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 127,056 $12.6M 6.49% +781 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 119,241 $11.9M 0.07% -39,258 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 113,920 $11.3M 0.23% +32,815 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 113,143 $11.2M 0.4% -6,053 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 112,959 $11.2M 1.37% -507 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 109,475 $10.9M 1.74% +46,320 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 106,404 $10.6M 0.02% +33,088 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 102,348 $10.2M 0.05% -44,453 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 101,141 $10.1M 6.54% -4,658 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 98,197 $9.76M 5.73% -13,899 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 94,191 $9.36M 0.01% +4,918 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 86,277 $8.57M 0.09% +3,944 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 84,209 $8.37M 0.01% -111,915 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 77,724 $7.72M 2.7% -10,665 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 75,761 $7.53M 0.01% +10,131 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 71,941 $7.15M -9,247 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 71,451 $7.1M 0.06% -5,278 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 67,817 $6.74M 0.03% +6,958 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 66,140 $6.57M 1.51% +14,995 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 65,709 $6.53M 0.18% -7,189 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 65,179 $6.48M 0.06% +2,609 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 64,801 $6.44M 0.28% -9,153 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 64,106 $6.37M 0.93% -18,836 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 61,803 $6.14M 5.65% -558 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 58,374 $5.8M 1.13% -38,369 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 58,289 $5.79M 2.9% -65,907 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 57,980 $5.76M -4,404 Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 57,445 $5.71M 0.23% +3,288 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 55,232 $5.49M 0.1% -11,789 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 53,611 $5.33M 0.01% -2,323 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 53,418 $5.31M 0.1% +1,673 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 52,463 $5.21M 0.82% -4,267 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) 52,269 $5.19M 0.13% -1,387 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 52,218 $5.19M 0.02% +19,118 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 47,846 $4.75M 2.87% 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,222 $4.69M 0.05% -4,001 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 46,581 $4.63M 0.16% -677 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 45,054 $4.48M 0.08% +377 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 43,282 $4.3M 0.06% -850 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 42,906 $4.26M 2.31% -41,586 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 42,827 $4.25M 1.57% -38,099 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 41,134 $4.09M <0.01% -56,179 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 40,770 $4.05M 0.17% -3,638 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,402 $4.02M 0.04% -1,213 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 38,849 $3.86M 0.57% -3,181 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 37,183 $3.7M 0.01% -55,375 13F-HR Timeline Group OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 35,499 $3.53M 3.04% -757 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 34,759 $3.45M 0.13% -9,951 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 33,795 $3.36M 0.17% +162 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 33,735 $3.35M 0.04% -6,231 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 32,741 $3.25M 0.11% -3,328 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 32,008 $3.18M 0.01% +61 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 31,429 $3.12M 0.3% -8,718 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 30,375 $3.01M 1% -9,221 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 29,969 $2.98M 0.27% -411 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,273 $2.81M 0.01% +1,354 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 28,298 $2.81M 0.6% +2,975 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 28,192 $2.8M 1.52% -87,096 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 27,231 $2.71M 0.16% -7,379 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,725 $2.66M 0.04% -5,844 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 26,702 $2.65M <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 26,391 $2.62M 0.05% -373 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 26,335 $2.62M 0.61% +4,242 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 25,252 $2.51M 0.55% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 25,068 $2.49M 2.22% +552 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 24,640 $2.45M 0.36% +1,853 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,217 $2.44M 0.01% +5,732 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 23,911 $2.38M 0.05% +16 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 23,793 $2.36M 0.65% -41,797 13F-HR/A Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 22,747 $2.26M 1.62% -1,810 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 21,553 $2.14M 0.04% -43 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,018 $1.99M <0.01% +4,550 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 19,514 $1.94M 0.05% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 18,976 $1.89M 1.22% +1,949 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 18,807 $1.87M 0.85% +1,939 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 18,000 $1.79M 0.98% -21,362 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,982 $1.79M 0.02% +1,111 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17,857 $1.77M 0.18% -691 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 17,614 $1.75M 0.18% -1,374 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 17,210 $1.71M 0.48% -1,591 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,079 $1.7M 0.03% +2,280 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,883 $1.68M 0.04% -41,986 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,674 $1.66M 0.02% +1,875 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,029 $1.59M 0.01% -11,968 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,916 $1.58M 0.07% -242 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,616 $1.55M 0.02% +3,704 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,476 $1.54M 0.06% +9,072 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,314 $1.52M 0.13% -1,062 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,503 $1.44M 0.22% -6,113 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,439 $1.43M 0.06% +220 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 14,366 $1.43M 0.21% -2,358 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 14,227 $1.41M 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,169 $1.41M 0.02% +2,450 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,876 $1.38M <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,866 $1.38M <0.01% +635 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,703 $1.36M 0.03% -2,299 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 13,394 $1.33M 0.46% -57,372 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,331 $1.32M 0.08% +1,000 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 13,253 $1.32M 0.4% -6,005 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,204 $1.31M 0.04% +2,705 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 12,837 $1.28M 0.97% +10,093 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 12,757 $1.27M 0.42% +4,627 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,709 $1.26M 0.11% -2,315 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 11,924 $1.18M 0.25% -5,254 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,789 $1.17M 0.54% +694 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,782 $1.17M 0.04% +1,716 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,637 $1.16M 0.02% -1,030 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11,302 $1.12M 0.23% -4,037 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,991 $1.09M <0.01% +578 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,919 $1.09M 0.16% +5,563 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,701 $1.06M 0.07% +1,564 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,201 $1.01M 0.4% +5,585 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,063 $1M 0.04% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,047 $998K 0.31% +2,353 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,745 $968K 0.09% +315 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,414 $936K 0.09% -7,400 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 9,188 $913K 0.11% -3,237 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,117 $906K 0.41% -906 13F-HR Timeline Collier Financial More: the full row for Collier Financial 9,073 $902K 0.62% -858 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 7,845 $780K 0.53% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 7,763 $772K 0.47% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 7,626 $758K 0.29% +17 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,592 $754K 0.01% -964 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,427 $738K 0.05% -275 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 7,208 $716K 0.12% -352 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,992 $695K 0.13% +833 13F-HR Timeline Vise Technologies, Inc. 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