BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,799,226 $175M 0.01% -86,122 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,354,031 $132M 0.46% -71,129 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 835,200 $81.3M 0.03% +124,194 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 593,470 $57.8M <0.01% +36,714 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 424,439 $41.3M +5,050 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 388,600 $37.8M 0.84% new 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 380,738 $37M 7.78% +29,491 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 370,962 $36.1M 0.4% +7,300 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 227,261 $22.1M 4.75% +5,466 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 226,609 $22.1M 6.23% +5,298 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 199,411 $19.4M <0.01% -539 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 167,470 $16.3M 1.41% +4,645 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 150,206 $14.6M 0.17% -720,700 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 144,274 $14M 0.07% +15,960 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 128,037 $12.5M 1.58% +8,007 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 110,360 $10.7M +16,206 Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 110,127 $10.7M 2.73% +2,092 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 110,127 $10.7M 1.91% +2,092 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 108,389 $10.5M 0.02% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 106,231 $10.3M <0.01% -5,322 13F-HR/A Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 97,552 $9.49M 2.1% +344 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 91,857 $8.94M 0.49% +1,775 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 88,715 $8.63M 1.34% -23,301 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 87,789 $8.54M <0.01% -6,971 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 81,574 $7.94M 0.21% -21,984 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 80,536 $7.84M 0.02% +2,244 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 76,936 $7.49M 0.5% +288 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 73,494 $7.15M 1.37% -42,347 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 70,210 $6.83M 0.25% +62,836 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 62,696 $6.1M 2.98% +4,811 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,577 $5.99M 0.03% +577 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 59,858 $5.95M 0.55% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 61,041 $5.94M 0.03% +9,056 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 57,561 $5.6M 0.01% -7,523 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 57,420 $5.59M 2.9% +6,437 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 57,316 $5.58M 2.74% +2,795 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,186 $4.96M <0.01% +4,168 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 45,940 $4.47M 2.88% -828 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 42,725 $4.16M 1.41% +2,786 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 41,000 $3.99M 0.55% +6,088 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 38,755 $3.78M 0.01% -3,627 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,722 $3.77M 0.01% -4,093 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 38,558 $3.75M 0.72% -25,528 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,601 $3.66M <0.01% +3,217 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 37,566 $3.66M 0.04% -2,915 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 37,432 $3.64M 1.69% +5,487 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 34,478 $3.36M 0.13% -10,054 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 34,003 $3.31M <0.01% +244 13F-HR Timeline Group SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 33,056 $3.22M 2.79% +133 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,663 $2.98M <0.01% +21,365 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 29,550 $2.88M 0.01% -315 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,427 $2.77M 0.08% +713 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 27,632 $2.69M 0.06% -869 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,915 $2.62M 0.02% +11,341 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,672 $2.5M 0.01% -1,857 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 24,080 $2.34M 0.94% -4,506 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 22,474 $2.19M <0.01% +1,840 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 22,309 $2.17M 0.38% +492 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,299 $2.17M 0.92% +262 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 22,231 $2.16M 0.13% +15,732 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,691 $2.11M 0.02% +767 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,238 $1.87M 0.09% +9,564 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 18,947 $1.84M 1.48% +631 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,778 $1.83M <0.01% +4,365 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,781 $1.73M <0.01% +5,438 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,721 $1.72M <0.01% -1,758 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,230 $1.68M 0.03% -5,701 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 16,940 $1.65M 0.21% -659 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 16,365 $1.59M 0.34% -221 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 16,277 $1.58M 0.66% +566 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16,243 $1.58M 0.05% +3,185 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,191 $1.58M 0.01% +2,189 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 15,053 $1.46M 0.08% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,316 $1.39M <0.01% +2,012 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,750 $1.34M 0.26% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 13,517 $1.32M 0.27% -662 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 13,414 $1.31M 0.6% -692 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,388 $1.3M 0.02% -203 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 13,329 $1.3M 0.7% -216 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,963 $1.26M 0.16% +1,541 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,806 $1.25M <0.01% -34,191 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,343 $1.2M 0.13% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 12,103 $1.18M 0.18% -460 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,890 $1.16M 0.01% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,685 $1.14M 0.67% -1,015 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,084 $1.08M 0.02% +3,037 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 10,755 $1.05M 0.61% +835 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 10,607 $1.03M 0.05% +53 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,609 $1.03M <0.01% -2,313 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10,444 $1.02M 0.03% -227 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,378 $1.01M 0.02% +55 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 10,244 $997K 0.96% -1,908 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,930 $869K <0.01% +4,534 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,452 $822K <0.01% +827 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,110 $789K 0.35% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,723 $752K 0.07% +1,784 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,392 $719K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,016 $683K 0.03% -3,674 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,632 $645K 0.02% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,511 $634K 0.03% -477 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,275 $611K <0.01% -4,183 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,170 $600K <0.01% -22 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 6,055 $589K 0.27% -464 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,674 $552K 0.01% +2,004 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,343 $520K 0.05% -118 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,043 $491K 0.01% +933 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,995 $486K 0.31% +970 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,906 $477K 0.42% -269 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,764 $464K 0.01% +32 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,590 $447K 0.17% +1,281 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,354 $424K 0.24% -109 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4,213 $410K 0.11% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,102 $399K 0.1% -100 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 4,053 $394K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,976 $387K 0.01% +1,350 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,940 $383K <0.01% -4,496 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,915 $381K 0.03% +38 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,784 $368K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,702 $359K <0.01% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,035 $295K 0.04% -289 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,015 $293K <0.01% +12 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,946 $287K <0.01% -186 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,818 $274K 0.04% +231 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 2,780 $271K 0.01% +633 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,777 $270K 0.02% -223 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,777 $270K 0.02% -3,269 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,775 $270K 0.08% -210 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,729 $265K 0.03% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,494 $243K <0.01% -303 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,358 $229K 0.02% +2,071 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,295 $223K 0.05% -127 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,191 $213K <0.01% -5,305 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,182 $212K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,145 $209K <0.01% +371 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,867 $182K <0.01% +26 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,834 $178K 0.09% -8 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,475 $144K <0.01% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,400 $136K 0.04% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,924,231 $133K 0.01% +12,794,077 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,336 $130K 0.03% +185 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/ 1,207 $117K <0.01% 0 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,091 $106K <0.01% -145 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,085 $106K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 722 $70.3K 0.01% -329 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 523 $50.9K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 389 $37.9K <0.01% -95 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 375 $36.5K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 289 $28.1K <0.01% +3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 279 $27.1K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 275 $26.8K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 258 $25.1K 0.01% -350 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 259 $25K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 253 $24.6K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 247 $24K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 231 $22.5K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 228 $22.2K <0.01% -4 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 183 $17.8K 0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 181 $17.6K <0.01% -85 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 105 $10.2K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $9.73K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 81 $7.88K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $4.87K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 43 $4.22K <0.01% -23 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 36 $3.5K <0.01% 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 28 $2.73K <0.01% +26 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 26 $2.48K <0.01% -50 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 23 $2.24K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15 $1.46K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11 $1.07K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10 $973 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $390 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $97 <0.01% 0 13F-HR Timeline 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.