LPL Financial LLC More: the full row for LPL Financial LLC 2,001,311 $258M 0.06% -16,185 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,069,858 $138M 0.03% +16,167 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 781,550 $101M 0.01% +93,004 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 638,963 $82.4M 0.08% -39,805 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 522,810 $67.4M 0.01% -19,630 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 522,262 $67.4M 0.08% +60,132 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 395,132 $50.8M 0.02% +73,671 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/ 359,357 $46.4M <0.01% +113,219 13F-HR Timeline Group REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 349,630 $45.1M 28.17% +2,906 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 319,663 $41.2M 10.15% +8,217 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 313,710 $40.5M 15.58% +4,978 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 257,710 $33.2M 0.01% -23,565 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 232,199 $30M 0.14% -28,007 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 221,316 $28.6M 0.05% +12,218 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 189,430 $24.4M 0.07% +86,133 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 181,975 $23.5M 0.05% -771 13F-HR/A Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 157,710 $20.3M 3.67% +6,574 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 157,623 $20.3M 0.08% +142,331 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 157,285 $20.3M 9.09% -27,072 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 152,334 $19.7M 0.02% +3,499 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 146,007 $18.8M <0.01% +21,409 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 142,645 $18.4M 3.8% +3,703 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 138,770 $17.9M 4.68% +3,220 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 133,882 $17.3M 0.01% +5,557 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 126,024 $16.3M 0.02% +5,983 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 116,756 $15.1M 0.18% +5,086 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 96,380 $12.4M 3.11% +3,071 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 90,021 $11.6M 0.74% +11,495 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 86,061 $11.1M 0.01% +6,125 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 84,287 $10.9M 3.34% +5,581 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 79,387 $10.2M 2.83% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 71,578 $9.24M <0.01% -31,768 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 69,209 $9.02M 0.02% +3,235 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 66,683 $8.6M <0.01% +6,666 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 63,542 $8.2M +279 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 57,360 $7.4M 0.08% -5,962 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 56,517 $7.29M 0.05% +2,822 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 55,957 $7.25M 0.03% +3,235 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 55,857 $7.21M 0.04% +7,762 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 55,372 $7.14M 0.01% +7,776 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 54,405 $7.02M 0.89% -47,780 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 50,977 $6.58M 0.53% -3,304 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 50,254 $6.48M 0.04% +4,699 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 47,991 $6.19M 1.78% -2,923 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 47,736 $6.16M 1.37% +501 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 44,950 $5.8M 1.79% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 43,169 $5.57M 1.28% -18,695 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 40,270 $5.2M 0.02% +1,519 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 39,897 $5.15M 2.76% +434 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,904 $5.02M 0.01% -304 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 35,451 $4.57M 0.05% -477 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 35,228 $4.55M 0.84% -1,986 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 31,254 $4.03M 0.07% +1,399 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 30,222 $3.9M 2.44% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29,425 $3.8M <0.01% -1,561 13F-HR Timeline Group CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 29,272 $3.78M 1.94% +1,070 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 28,005 $3.61M 0.12% -321 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 26,797 $3.46M 0.13% +118 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,674 $3.44M 0.04% +3,907 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 25,261 $3.26M 1.17% +2,795 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 22,436 $2.89M 0.9% -764 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,997 $2.71M 0.09% +4,547 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 20,249 $2.61M 0.02% +16,835 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,479 $2.51M 0.12% +1,350 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 18,852 $2.43M 0.27% +118 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 18,660 $2.41M 0.13% +2,480 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 18,232 $2.35M 1.17% +366 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,411 $2.25M 0.04% -802 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,332 $2.24M 0.05% +813 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,709 $2.15M 0.1% -203 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,545 $2.14M 0.1% -593 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,285 $2.1M 0.02% +1,230 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 15,801 $2.04M 0.18% +2,889 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 15,610 $2.01M 1.23% +10,941 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,072 $1.94M <0.01% +74 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,036 $1.94M 0.03% +914 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,478 $1.87M <0.01% -150 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 14,282 $1.84M <0.01% +1,562 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,112 $1.82M 0.01% -273 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 12,714 $1.64M <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,422 $1.6M 0.01% -3,436 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,322 $1.59M <0.01% +3,118 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,141 $1.57M 0.02% +8,121 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,685 $1.51M 0.23% -333 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,406 $1.47M 0.08% +41 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 11,054 $1.43M 0.33% +1,282 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,036 $1.42M 0.03% +965 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 10,829 $1.4M 2.81% +1,685 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,513 $1.36M <0.01% -8,107 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 10,421 $1.34M 0.18% +434 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,395 $1.21M <0.01% +593 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,374 $1.21M <0.01% +830 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,306 $1.2M <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,200 $1.19M 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,039 $1.17M 0.13% +358 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,981 $1.16M 0.01% -1,073 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,954 $1.16M 0.01% +4,163 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,925 $1.15M 0.07% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,686 $1.12M 0.02% +7 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,668 $1.12M 0.05% -1,135 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,489 $1.09M 0.02% -8,351 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,798 $1.01M 0.02% +42 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,742 $999K <0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,603 $981K 0.05% -240 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,431 $958K 0.04% +932 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 7,401 $955K 0.1% +29 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,300 $942K +7,019 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,778 $874K <0.01% -944 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,363 $821K <0.01% +3,521 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 6,171 $796K 0.51% +280 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 6,041 $779K 0.25% +24 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,853 $755K 0.01% +1,287 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,515 $712K 0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,446 $703K 0.04% +1,580 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,429 $700K 0.02% +3,019 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,382 $694K 0.17% -35 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,964 $640K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,820 $622K <0.01% -99 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,635 $598K 0.19% -99 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,564 $589K <0.01% -261 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,390 $566K 0.2% -290 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,126 $532K <0.01% -10,084 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,110 $530K 0.05% +9 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,095 $528K 0.08% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,001 $516K 0.32% +217 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,914 $505K <0.01% +143 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,783 $488K <0.01% +250 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,596 $468K new Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,427 $442K 0.03% -125 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,414 $440K 0.01% 0 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 3,349 $432K 0.2% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,235 $417K 0.01% -1,129 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,204 $413K 0.06% +274 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,194 $412K 0.01% +531 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,192 $412K 0.08% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,191 $412K 0.04% +2 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,143 $406K <0.01% -34 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,103 $400K 0.01% -49 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,070 $396K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,863 $369K 0.01% -22,966 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,843 $367K <0.01% +2,273 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,800 $361K 0.06% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,770 $357K 0.11% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,710 $350K 0.23% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,672 $345K <0.01% +21 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,547 $328K 0.09% +26 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,483 $320K 0.02% -5,948 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,416 $312K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,260 $292K 0.04% -100 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,225 $287K <0.01% new 13F-HR Timeline Group ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 2,120 $274K 0.18% 0 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 2,043 $264K 0.03% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,996 $258K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,919 $248K 0.01% +17 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,909 $246K 0.09% -14,048 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,853 $239K <0.01% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,802 $232K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,751 $226K <0.01% 0 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,749 $226K 0.15% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,740 $225K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,733 $224K 0.01% -44 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 1,728 $223K 0.11% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,722 $222K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,657 $214K 0.16% +7 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 1,634 $211K <0.01% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,554 $203K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,457 $188K 0.16% -632 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,378 $178K <0.01% -787 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 1,163 $150K 0.14% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,106 $143K <0.01% -157 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 958 $124K 0.07% -4,046 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 793 $102K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 790 $102K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 766 $98.8K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 762 $98.3K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 759 $97.9K <0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 570 $73.5K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 555 $71.6K 0.02% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 481 $62.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 405 $52.3K 0.01% +298 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 400 $51.6K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 379 $48.9K <0.01% 0 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 322 $41.6K 0.01% +1 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) 222 $28.6K <0.01% new 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 139 $17.9K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 111 $14.3K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 99 $12.8K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 80 $10.3K <0.01% 0 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 68 $8.77K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55 $7.1K <0.01% -92 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $6.45K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $6.45K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 46 $5.93K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 39 $5.03K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 37 $4.77K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23 $2.97K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $1.29K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 0 $53 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.