LPL Financial LLC More: the full row for LPL Financial LLC 2,017,496 $232M 0.06% +252,131 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,053,691 $121M +965,253 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 688,546 $79.3M <0.01% +61,485 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 678,768 $78.2M 0.08% +22,443 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 542,440 $62.5M 0.01% -181,351 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 462,130 $53.3M 0.08% +170,124 13F-HR Timeline Group REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 346,724 $40M 30.67% +95,520 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 321,461 $36.2M 0.02% +84,569 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 311,446 $35.9M 10.01% -531 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 308,732 $35.6M 15.81% +5,904 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 281,275 $32.4M 0.01% +55,897 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 260,206 $30M 0.14% +73,797 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/ 246,138 $28.4M <0.01% +19,959 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 209,098 $24.1M 0.05% +23,954 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 184,357 $21.2M 11.55% -274,069 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 182,746 $21.1M 0.05% +9,872 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 151,136 $17.4M 3.71% +33,228 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 148,835 $17.2M 0.02% +145,575 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 138,942 $16M 3.61% -7,107 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 135,550 $15.6M 4.72% -991 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 128,325 $14.8M 0.01% -25,326 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 124,598 $14.4M <0.01% +12,970 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 120,041 $13.8M 0.02% +8,433 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 111,670 $12.9M 0.19% +4,137 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,346 $11.9M <0.01% +35,123 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 103,297 $11.9M 0.04% +99,364 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 102,185 $11.8M 1.71% +37,248 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 93,309 $10.8M 2.94% +5,289 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 79,936 $9.21M 0.01% +10,019 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 78,706 $9.07M 3.16% +11,599 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 78,526 $9.05M 0.65% +20,186 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 65,974 $7.63M 0.02% -46,631 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 63,322 $7.3M 0.1% +16,654 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 63,263 $7.29M +15,866 Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 61,864 $7.13M 1.91% -51,056 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 60,017 $6.92M <0.01% +4,882 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 54,281 $6.26M 0.57% -7,306 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 53,695 $6.19M 0.05% +2,340 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 52,722 $6.09M 0.03% +46,345 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 50,914 $5.87M 2.13% +18,047 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,095 $5.54M 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 47,596 $5.48M 0.02% +36,036 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 47,235 $5.44M 1.38% +1,920 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,555 $5.38M 0.03% +1,382 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 39,463 $4.55M 2.64% +2,055 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 39,208 $4.52M 0.01% +2,795 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 38,751 $4.47M 0.02% -73,335 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 37,214 $4.29M 0.98% +7,083 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 35,928 $4.14M 0.05% +25,578 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,986 $3.5M <0.01% -5,258 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29,855 $3.44M 0.07% -881 13F-HR Timeline Group CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 28,202 $3.39M 1.89% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 28,326 $3.26M 0.11% -2,796 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 26,679 $3.07M 0.13% -759 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,829 $2.98M 0.03% +23,313 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 23,200 $2.67M 1% -1,275 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 22,767 $2.62M 0.03% +5,342 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 22,466 $2.59M 1.03% +13,502 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 18,734 $2.16M 0.26% +71 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,620 $2.15M <0.01% +16,548 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,213 $2.1M 0.04% -241 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,129 $2.09M 0.13% +621 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 17,866 $2.06M 1.09% +547 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,840 $2.04M 0.05% +8,248 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,138 $1.98M 0.11% +1,704 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,912 $1.95M 0.12% +702 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16,519 $1.9M 0.05% +1,239 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,450 $1.9M 0.07% +1,322 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 16,180 $1.86M 0.11% +1,591 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 15,957 $1.84M 0.76% +806 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,858 $1.83M 0.01% -72 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,292 $1.76M 0.01% +12,866 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,055 $1.73M 0.01% -108 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,998 $1.73M <0.01% -6,147 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,628 $1.69M <0.01% +8,151 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,385 $1.66M 0.01% -2,224 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,210 $1.64M <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,122 $1.63M 0.03% +362 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 12,912 $1.49M 0.15% +851 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 12,720 $1.47M <0.01% +1,460 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,018 $1.38M 0.24% +250 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,365 $1.31M 0.08% -136 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,071 $1.16M 0.03% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,054 $1.16M 0.02% +4,269 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 9,987 $1.15M 0.17% +2,203 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,803 $1.13M 0.05% -107 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 9,772 $1.13M 0.27% +1,310 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,305 $1.07M <0.01% +5,095 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,204 $1.06M <0.01% -11,578 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,200 $1.06M 0.06% 0 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 9,144 $1.05M 1.25% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,925 $1.03M 0.07% +50 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,802 $1.01M <0.01% +913 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,431 $1M 0.06% -3,259 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,681 $1M 0.11% +872 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,679 $1M 0.02% +209 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,544 $985K <0.01% +4,613 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,843 $904K 0.05% -403 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,756 $894K 0.03% +282 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,742 $892K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,722 $890K 0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,372 $850K 0.11% +34 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,499 $749K 0.04% +97 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 6,017 $693K 0.25% +53 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,891 $679K 0.49% +318 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,417 $624K 0.16% -1,266 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,004 $577K 0.38% +199 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,919 $567K <0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,680 $561K 0.23% -73 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,825 $556K <0.01% +739 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,791 $552K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,734 $545K 0.19% +1,059 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 4,669 $538K 0.37% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,566 $526K 0.01% -1,417 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,507 $519K <0.01% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,364 $503K 0.01% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,101 $473K 0.05% +22 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,020 $464K 0.01% +2,007 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,866 $446K 0.03% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,842 $443K 0.05% +1,031 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,784 $436K 0.31% -22 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,771 $435K <0.01% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,552 $409K 0.03% +2 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,533 $407K <0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,414 $393K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,414 $393K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,239 $373K 0.02% +418 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,192 $368K 0.08% +1,419 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,189 $367K 0.04% +3 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,152 $363K 0.01% +120 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,177 $363K <0.01% +1,420 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,070 $354K 0.01% +550 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,930 $338K 0.06% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,842 $328K <0.01% -1,644 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,800 $323K 0.06% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,770 $319K 0.11% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,710 $312K 0.24% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,704 $312K 0.01% +622 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,663 $307K 0.01% new 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,651 $305K <0.01% +2,149 13F-HR/A Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,521 $284K 0.09% +277 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,419 $279K 0.05% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,410 $278K 0.01% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,360 $272K 0.04% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,165 $249K <0.01% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,165 $249K <0.01% 0 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 2,120 $244K 0.19% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,089 $241K 0.25% +861 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,996 $230K <0.01% 0 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,902 $219K 0.01% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,802 $208K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,777 $205K 0.01% -33 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,751 $202K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,740 $201K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,650 $190K 0.16% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,441 $166K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,263 $146K <0.01% +205 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,155 $133K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 793 $91.4K <0.01% +43 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 766 $88.3K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 762 $87.8K 0.05% -20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 759 $87.5K <0.01% new 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 570 $65.8K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 570 $65.7K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 555 $64K 0.02% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 481 $55.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 433 $49.9K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 383 $44.2K <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 $43.7K <0.01% -28 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 321 $37K 0.01% +1 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 281 $32.4K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 147 $16.9K <0.01% +82 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 139 $16K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 135 $15.6K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 118 $13.6K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 111 $12.8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 107 $12.4K <0.01% +88 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/ 80 $9.19K <0.01% -397 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $5.76K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $5.76K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 47 $5.44K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 37 $4.26K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 35 $4.03K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23 $2.65K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $1.15K <0.01% -90 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1 $116 <0.01% -41,289 13F-HR Timeline