JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,808,510 $146M 0.01% +632,394 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,875,777 $97.7M 5.25% +10,305 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,110,959 $57.8M 1.25% +119,634 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 978,931 $51M 0.87% -121,805 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 948,036 $49.4M 0.01% +36,812 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 868,756 $45.2M <0.01% -574,913 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 847,260 $44.1M <0.01% +26,390 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 728,491 $37.9M 1.48% +293,694 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 682,113 $35.5M 0.13% -65,137 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 629,681 $32.8M -11,434 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 544,474 $28.5M 0.01% +33,952 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 512,987 $26.7M 0.47% +26,697 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 413,787 $21.5M 0.01% -612 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 398,070 $20.7M 0.01% +175,066 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 325,214 $16.9M 0.17% -4,654 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 323,584 $16.8M 0.52% -2,245 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 280,140 $14.6M 0.59% +262,806 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 243,110 $12.7M 1.33% +105,697 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 207,421 $10.8M 2.94% -7,427 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 197,085 $10.3M 0.08% +14,105 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 173,106 $9.01M 0.02% -15,317 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 167,224 $8.71M 2.81% +2,406 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 147,567 $7.68M 0.1% -3,957 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/ 135,555 $7.06M <0.01% -874 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 134,948 $7.03M 0.11% +3,405 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 133,893 $6.97M 1.26% +2,249 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 128,808 $6.71M 0.21% +15,904 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 120,365 $6.27M 0.24% +120,087 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 107,905 $5.62M 0.14% -634 13F-HR/A Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 100,504 $5.23M 1.38% +28,822 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 99,087 $5.16M 0.02% +31,160 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 95,453 $4.97M 2.82% +25,379 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 92,493 $4.82M 0.57% -24,242 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 99,577 $4.66M 1.6% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 86,785 $4.52M 0.01% -1,365 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 82,503 $4.3M 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 79,494 $4.14M 0.01% +20,765 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 75,283 $3.92M 0.63% +26,494 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 73,898 $3.85M 0.02% +38,681 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 62,999 $3.28M 0.15% +1,706 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,766 $3.16M 0.02% +50,577 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 57,932 $3.02M 0.9% +4,904 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 53,931 $2.81M 0.07% +10,260 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 53,721 $2.8M 0.37% -855 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,875 $2.7M <0.01% -2,289 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,775 $2.54M <0.01% +872 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 47,535 $2.48M 0.03% -19,752 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,684 $2.47M <0.01% +2,242 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 45,508 $2.37M <0.01% +11,659 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 45,160 $2.35M 2.23% +6,653 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 45,007 $2.34M <0.01% +3,851 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 40,720 $2.12M <0.01% +4,686 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 39,745 $2.07M 0.67% +2,442 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 40,720 $2.04M 2.92% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 37,088 $1.93M 0.07% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 36,390 $1.89M 0.06% +819 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 38,677 $1.87M 1.22% +891 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 34,823 $1.81M 0.92% +1,241 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 34,193 $1.78M 0.15% +3,419 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33,886 $1.76M <0.01% +1,986 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 29,419 $1.53M 0.21% +5,132 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,386 $1.53M 0.03% -287 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 28,211 $1.47M 0.05% +8,426 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 26,697 $1.39M 1.31% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,543 $1.33M 0.03% +1,180 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,246 $1.26M 0.06% -7,725 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 23,744 $1.24M 0.09% -18,209 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 23,564 $1.23M 0.29% +1,787 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 22,822 $1.19M 0.2% +12,451 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,640 $1.18M 0.01% +305 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,565 $1.17M 0.05% -6,857 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 21,060 $1.1M 0.07% -1,126 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 20,964 $1.09M 0.04% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 20,260 $1.05M 0.73% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 20,036 $1.04M 0.15% +15,674 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,445 $960K 0.08% +6,280 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,909 $933K 0.01% +770 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 17,357 $904K 0.08% -330,775 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,918 $881K 0.02% -16,812 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 16,037 $835K 0.31% +1,944 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 15,531 $809K 0.14% -788 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,293 $796K 0.09% +389 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 14,848 $773K 0.43% -1,223 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 14,280 $744K 0.4% +2,092 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,160 $737K 0.23% +157 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 13,844 $721K 0.33% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,731 $715K 0.03% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,319 $694K 0.12% -1,312 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 11,823 $616K 0.52% +516 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,147 $580K 0.06% +451 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 10,905 $568K 0.11% +225 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,296 $536K <0.01% +5,935 13F-HR/A Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,877 $514K 0.07% +884 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 9,125 $475K 0.23% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,513 $443K <0.01% +7,877 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,256 $430K <0.01% -2,792 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,092 $369K 0.01% -209 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,962 $363K <0.01% -3,408 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,803 $354K 0.08% +409 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,718 $350K 0.04% -51 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,427 $335K <0.01% +6,308 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,206 $323K 0.01% 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 6,000 $312K 0.23% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,904 $307K 0.07% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,785 $301K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,770 $300K <0.01% -1,022 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,554 $289K 0.01% +583 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,521 $288K 0.01% -64 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,328 $277K 0.16% -255 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,228 $274K 0.1% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,992 $260K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,899 $257K <0.01% +285 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,917 $256K <0.01% +154 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,898 $255K 0.09% -180 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,746 $247K <0.01% -141 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,646 $242K 0.03% +209 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 3,906 $236K 0.13% 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 4,503 $234K 0.16% +3 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,465 $232K 0.03% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,449 $232K <0.01% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,373 $228K 0.1% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,360 $227K <0.01% -68 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,564 $225K 0.01% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,289 $223K 0.18% -4,689 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,157 $216K 0.15% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,998 $208K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,945 $205K <0.01% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,934 $205K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,852 $201K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,841 $200K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,631 $189K 0.02% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,556 $133K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,490 $77.6K <0.01% -541 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,071 $55.8K <0.01% -968 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 969 $50K 0.01% -19 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 906 $47.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 829 $43.2K <0.01% +64 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 797 $41.5K <0.01% +8 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 647 $34.8K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 623 $32.4K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 540 $28.1K 0.01% +378 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 461 $24K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 412 $21.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 393 $20K <0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 370 $19.3K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 353 $18.4K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 321 $16.7K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 317 $16.5K <0.01% -164 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 276 $14.4K <0.01% +228 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 229 $11.9K <0.01% 0 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/ 192 $10K <0.01% new 13F-HR/A Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 140 $7.29K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 135 $7.03K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 103 $5.36K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 74 $3.83K <0.01% +1 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 47 $2.45K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 46 $2.38K 0.01% +6 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $1.82K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 30 $1.56K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 20 $1.04K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 18 $920 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15 $781 <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2 $104 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $57 <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.