MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,835,003 $164M 0.01% +235,555 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,689,550 $23.5M 0.01% +24,066 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,629,051 $22.6M 0.01% +13,705 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,507,507 $20.9M <0.01% -6,190 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,488,300 $20.7M <0.01% -62,599 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 951,409 $13.2M <0.01% -6,191 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 928,716 $12.9M 0.23% +142,751 13F-HR/A Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 905,057 $12.6M 0.02% +268,146 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 823,947 $11.4M <0.01% +23,548 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 723,627 $10M 0.08% +54,659 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 567,331 $7.88M 0.02% +9,085 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 479,512 $6.66M <0.01% -16,115 13F-HR/A Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 432,690 $6.01M 1.62% +17,712 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 380,959 $5.29M 0.01% +11,267 13F-HR/A Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 380,684 $5.28M 0.18% -319,886 13F-HR Timeline AQR Arbitrage LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR Arbitrage LLC 361,193 $4.99M 0.12% -110,555 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 333,887 $4.63M 0.57% +5,157 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 327,849 $4.55M 0.01% -21,679 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 313,236 $4.33M <0.01% -85,514 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 302,608 $4.2M <0.01% +21,227 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 269,380 $3.74M 0.01% +57,802 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 257,967 $3.58M 0.33% -5,745 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 255,095 $3.54M 1.7% +5,845 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 169,380 $2.35M <0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 167,022 $2.32M <0.01% -7,869 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 156,696 $2.17M 0.05% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 153,547 $2.13M <0.01% +12,540 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 138,713 $1.93M 1.39% -684 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 127,332 $1.77M 1.67% +1,030 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 123,745 $1.72M 0.64% +1,479 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 122,039 $1.69M 0.02% -5,262 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 114,171 $1.58M 0.33% +55,841 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 105,731 $1.47M 0.01% +29,828 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 104,200 $1.45M 0.06% +51,900 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 100,783 $1.4M 0.03% +1,476 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 96,095 $1.33M 0.33% -115 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 92,963 $1.29M +8,331 Timeline COMERICA BANK More: the full row for COMERICA BANK 92,866 $1.29M 0.01% +2,751 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 87,831 $1.22M 0.01% +44,416 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 87,808 $1.22M 0.01% +35,435 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 81,552 $1.13M 1.85% +2,487 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 77,595 $1.11M 0.4% -131,757 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 77,062 $1.07M 0.04% -4,820 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 76,317 $1.06M 0.68% -3,939 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 73,052 $1.01M 0.05% -58,920 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 68,604 $952K 1.08% +166 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 60,100 $834K 0.34% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 58,215 $808K 0.17% -430 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 58,000 $805K 0.53% -3,000 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 57,855 $803K 0.13% +384 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 52,681 $731K 0.03% -1,644 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50,446 $700K 0.01% +516 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 48,594 $674K <0.01% +339 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 47,955 $666K 0.26% +4,550 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,387 $658K <0.01% +1,448 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 47,367 $657K 0.05% +4,433 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,249 $573K <0.01% -27 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 39,598 $550K 0.04% -5,350 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 37,364 $519K 0.02% +3,468 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,334 $518K <0.01% -5,794 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 37,219 $517K 0.36% -90 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 36,858 $512K <0.01% +26,168 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,986 $499K <0.01% +1,739 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 34,991 $486K 0.04% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,524 $479K <0.01% +593 13F-HR/A Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 33,682 $468K 0.24% 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. 32,256 $448K <0.01% +7,292 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 31,119 $432K 0.02% -76,020 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 31,103 $432K 0.16% +456 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 30,143 $418K <0.01% +5,312 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 29,808 $414K <0.01% -1,351 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,864 $400K 0.03% -205 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 27,630 $384K 0.04% +254 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 27,300 $379K 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 26,414 $373K 0.01% +14,211 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,437 $373K 0.02% -6,718 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 26,750 $371K 0.1% +13,550 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 26,302 $365K 0.02% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,640 $356K 0.07% +19 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 25,251 $353K 0.28% +1,411 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 23,069 $320K 0.24% +606 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 22,147 $307K <0.01% +3,494 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 21,371 $297K 0.12% -500 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,877 $290K 0.02% -1,553 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,656 $287K 0.01% +7,346 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 19,673 $273K 0.1% -14 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 18,291 $254K 0.11% +310 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,671 $250K <0.01% -146 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 17,968 $249K 0.03% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,905 $249K <0.01% +905 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,537 $243K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 17,432 $242K 0.07% 0 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,381 $227K <0.01% +1,875 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15,970 $222K 0.03% -4,494 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 15,950 $221K 0.17% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,819 $220K <0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,769 $219K <0.01% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 15,760 $219K <0.01% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,914 $211K <0.01% -33,582 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 15,127 $210K 0.16% +200 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 15,035 $209K 0.01% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 14,207 $197K 0.07% -8,415 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,927 $193K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,908 $179K 0.04% -26 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,778 $177K 0.02% -500 13F-HR Timeline 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 12,762 $177K <0.01% +955 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,318 $171K 0.05% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 11,660 $162K 0.03% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 10,943 $152K 0.03% -1,310 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 10,091 $140K 0.03% -2,081 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 10,000 $139K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,252 $128K <0.01% -11,293 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 9,597 $126K 0.05% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,609 $119K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 7,655 $106K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,594 $105K 0.04% -2,128 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,000 $83.3K 0.02% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,680 $78.8K 0.01% +146 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,200 $72.2K <0.01% -400 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,000 $69.4K <0.01% 0 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,000 $69K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,046 $56.2K 0.03% +19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,600 $50K <0.01% +2,850 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,090 $42.9K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,000 $41.6K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,895 $40.2K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,650 $36.8K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,528 $35.1K <0.01% +99 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,511 $34.9K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,468 $34.3K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,454 $34K +2,200 Timeline EASTERN BANK More: the full row for EASTERN BANK 2,199 $30.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $27.8K <0.01% -293 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,957 $27.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,850 $25.7K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,825 $25.3K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,800 $25K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,748 $24K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,061 $14.7K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,057 $14.7K <0.01% -900 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 978 $13.6K <0.01% 0 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 978 $13.6K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 930 $12.9K 0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 875 $12.1K 0.01% -875 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 693 $9.62K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 683 $9.48K 0.01% -378 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 504 $7K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 465 $6.45K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 314 $4.44K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 250 $3.47K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 200 $2.78K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 187 $2.6K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $1.39K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 37 $514 <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 33 $455 <0.01% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 21 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.