MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,368,173 $91.7M 0.01% +149,865 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 974,558 $65.3M 0.02% +293,083 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 585,440 $39.2M 0.68% +370,333 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 476,916 $32M 0.01% +119,965 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 426,945 $28.6M 0.48% +81,668 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 164,024 $11M 0.01% +129,395 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 152,048 $10.2M 0.01% +18,625 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 150,481 $10.1M <0.01% +18,713 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 145,018 $9.72M 0.01% +576 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 128,747 $8.63M 4.68% +21,441 13F-HR/A Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 127,234 $8.53M 5.15% -6,922 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 119,641 $8.02M <0.01% +38,990 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 98,045 $6.57M 0.08% +1,497 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 95,173 $6.38M 0.01% -322,072 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 89,583 $6.01M 3.77% -10,889 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 89,464 $6M 0.01% +6,513 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 89,335 $5.99M 0.09% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 88,906 $5.96M 0.35% -289 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 87,481 $5.86M 1.27% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 87,081 $5.84M 0.66% -2,016 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 81,377 $5.46M 0.01% +14,321 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 81,118 $5.44M 0.01% -102,528 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 80,880 $5.42M 0.29% -2,923 13F-HR/A Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 71,463 $4.79M 0.64% +12,687 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 70,856 $4.75M 0.04% +17,598 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 69,696 $4.67M 1.12% +8,343 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,189 $3.83M <0.01% +40,681 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 55,342 $3.71M 0.01% -7,207 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 54,651 $3.66M 0.02% +30,607 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 54,395 $3.65M 0.56% +23,209 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 51,413 $3.45M 0.03% -4,400 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 51,357 $3.44M 0.15% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 51,297 $3.44M 0.01% +12,824 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 47,416 $3.18M 0.15% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 47,281 $3.17M <0.01% 0 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 44,428 $2.98M 0.25% +41,442 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 41,984 $2.81M 0.11% new 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 41,500 $2.78M 2.18% -500 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 32,964 $2.21M +7,534 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,329 $2.18M <0.01% +2,130 13F-HR Timeline CX Institutional More: the full row for CX Institutional 32,064 $2.15M 0.07% -319 13F-HR Timeline CLG LLC More: the full row for CLG LLC 31,824 $2.13M 0.58% +9,962 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,163 $2.02M <0.01% -638 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 30,085 $2.02M 0.67% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 29,957 $2.01M <0.01% +24,176 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 29,800 $2M <0.01% +8,300 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 29,769 $2M 0.05% +24,862 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 29,532 $1.98M 0.02% +5,880 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 29,243 $1.96M <0.01% +1,191 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 26,352 $1.77M <0.01% -21,916 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,284 $1.7M <0.01% +20,084 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 25,271 $1.69M 0.18% -575 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 25,265 $1.69M 0.01% +743 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,630 $1.65M 0.04% +10,092 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,121 $1.62M 0.09% +2,093 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 23,612 $1.58M 0.54% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,904 $1.54M 0.03% +830 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,671 $1.52M <0.01% +1,433 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 22,465 $1.51M <0.01% -511 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,219 $1.49M 0.06% -563 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 21,621 $1.45M 0.04% +150 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 21,280 $1.45M 0.13% +1,411 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 20,725 $1.39M 0.22% -3,224 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,857 $1.33M 0.01% -6,260 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 19,830 $1.3M 0.59% -500 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 19,240 $1.29M 0.05% new 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 19,010 $1.27M <0.01% -2,028 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,528 $1.24M 0.01% +7,059 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,081 $1.21M <0.01% +6,399 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,673 $1.05M 0.02% +11,072 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,302 $1.03M 0.04% -1,157 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 14,827 $994K 0.61% -546 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,396 $965K 0.05% -4,601 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 13,923 $933K 0.76% -921 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 13,589 $911K 0.03% +5,239 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 13,098 $878K 0.13% -78 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 12,668 $877K 0.7% +697 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,187 $817K 0.01% +4,473 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,091 $782K 0.21% +2,426 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,524 $773K <0.01% +840 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,221 $752K 0.02% -587 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,930 $733K 0.01% +534 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,726 $719K <0.01% -7,592 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,710 $718K 0.21% new 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 9,959 $668K 0.11% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,910 $596K +3,892 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,804 $590K 0.01% +913 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 8,499 $570K 0.05% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,491 $569K 0.08% +845 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,399 $563K 0.04% -1,054 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,363 $561K 0.03% +231 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,712 $517K 0.18% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,703 $516K 0.03% +3,734 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 7,490 $502K 0.44% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,467 $501K <0.01% +3,537 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,465 $500K 0.03% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,025 $495K 0.02% +3,044 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,883 $461K 0.18% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,748 $452K <0.01% -83 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,874 $448K <0.01% -2,221 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,670 $447K 0.06% -94 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,148 $412K <0.01% -400 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,013 $403K 0.06% +450 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,000 $402K 0.03% +100 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,934 $398K <0.01% +35 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,891 $395K <0.01% -342 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,860 $393K <0.01% new 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,804 $389K 0.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,599 $375K 0.01% +721 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 5,547 $372K 0.21% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,336 $358K 0.03% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,303 $356K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,228 $350K 0.02% +157 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,015 $350K 0.04% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,156 $346K 0.13% +1,361 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,649 $333K 0.05% +841 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,950 $332K <0.01% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,900 $328K 0.11% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,899 $328K 0.15% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,701 $315K 0.02% -651 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,685 $314K 0.07% 0 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. 4,639 $311K 0.01% -519 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,434 $305K 0.13% 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,414 $296K 0.09% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,327 $290K 0.02% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,324 $290K 0.02% -326 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,225 $283K 0.01% +3,390 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,205 $282K <0.01% +60 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,171 $280K 0.02% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 3,874 $279K <0.01% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,120 $276K <0.01% new 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,000 $268K 0.05% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,952 $265K 0.12% +25 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,972 $264K 0.04% -95 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,891 $261K <0.01% -200 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,775 $253K 0.14% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 3,656 $245K 0.16% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,600 $241K 0.01% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,220 $234K 0.05% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,455 $232K 0.01% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,295 $221K 0.16% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,273 $219K 0.05% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,252 $218K 0.12% -591 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,229 $216K <0.01% 0 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,923 $216K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,221 $216K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,206 $215K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,078 $206K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,060 $205K 0.01% +140 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,047 $204K 0.01% -113 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,019 $204K 0.03% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,017 $202K <0.01% +1,758 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,997 $201K 0.01% +181 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,909 $195K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,455 $165K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,440 $164K <0.01% +81 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,398 $161K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,188 $147K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,146 $144K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,070 $139K <0.01% +573 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 2,020 $135K 0.03% 0 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/ 1,936 $130K <0.01% -21,624 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,924 $129K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,789 $120K <0.01% -42 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,633 $109K <0.01% +1,042 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,590 $107K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,200 $80.4K 0.02% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,175 $78.8K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,160 $77.8K <0.01% +400 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,094 $73.4K <0.01% -967 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,071 $71.8K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,061 $71.1K <0.01% +318 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,006 $67.4K 0.05% +299 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 920 $61.7K <0.01% +865 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 784 $52.6K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 764 $51.2K <0.01% +191 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 761 $51K <0.01% +61 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 751 $50.3K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 737 $49.4K <0.01% -1,028 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 712 $47.7K <0.01% +59 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 643 $43.4K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 641 $43K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 623 $41.8K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 622 $41.7K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 586 $39.3K 0.01% +53 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 485 $36K <0.01% +198 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 528 $35.4K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 495 $33.2K <0.01% +75 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 492 $33K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 442 $29.6K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 398 $26.7K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. 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