GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,296,545 $21.2M 0.16% +180,608 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/ 2,205,576 $20.3M <0.01% -89,273 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,933,376 $17.8M <0.01% +54,903 13F-HR/A Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,635,014 $15.1M 0.46% -35,220 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,595,778 $14.7M <0.01% +70,645 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,590,547 $14.7M <0.01% -73,126 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,452,913 $13.4M 0.91% +1,051,879 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 950,732 $8.77M <0.01% +15,014 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 792,677 $7.31M 0.09% +73,343 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 789,358 $7.28M <0.01% +64,060 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 774,116 $7.14M 0.12% +57,304 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 537,519 $4.96M 0.02% -5,205 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 527,575 $4.86M 0.02% -368,266 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 478,291 $4.41M <0.01% -38,425 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 465,480 $4.29M <0.01% -771 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 438,995 $4.05M 0.14% +423,969 13F-HR Timeline Group RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 412,596 $3.8M 2.43% -10,471 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 407,894 $3.76M 0.01% +12,543 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 293,744 $2.71M <0.01% -23,237 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 291,291 $2.69M <0.01% +18,913 13F-HR/A Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 260,849 $2.41M <0.01% +4,508 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 260,341 $2.4M <0.01% +41,331 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 259,302 $2.39M 0.03% +226,278 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 237,332 $2.19M 0.69% -74,738 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 212,904 $1.97M 0.52% +13,497 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 200,347 $1.85M 0.02% +35,059 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 180,884 $1.67M <0.01% -5,444 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 158,318 $1.46M 0.1% -2,440 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 150,334 $1.39M 0.08% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 150,290 $1.39M <0.01% +4,557 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 146,819 $1.35M <0.01% -129,645 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 126,877 $1.17M <0.01% -1,346 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 118,103 $1.09M <0.01% +54,589 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 118,069 $1.09M <0.01% +66,813 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 115,556 $1.07M 0.01% +211 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 114,690 $1.06M 0.03% -31,270 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 104,528 $964K 0.01% +1,300 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 97,703 $901K 0.02% -1,039 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 85,981 $802K <0.01% +8,095 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 82,831 $764K <0.01% +6,449 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 82,764 $763K 0.03% new 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 80,471 $742K 0.18% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 79,275 $731K <0.01% +22,581 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 74,202 $684K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 70,766 $652K -1,481 Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 70,177 $647K 0.02% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 70,022 $646K <0.01% +785 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 69,900 $644K 0.14% -500 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 69,232 $638K 0.07% 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 68,958 $636K 0.73% -7,318 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 62,429 $576K -4,040 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 60,797 $561K <0.01% +369 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 57,016 $526K 0.31% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 56,585 $522K <0.01% -1,000 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 56,308 $519K 0.17% -547 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 55,885 $515K 0.17% -1,915 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,672 $513K <0.01% -5,158 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 55,067 $508K 0.02% new 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 53,492 $493K 0.01% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 53,001 $489K 0.49% 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 52,790 $487K 0.18% -3,054 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 52,043 $480K 0.11% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 50,600 $467K 0.17% -4,780 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 50,260 $463K 0.01% +4,247 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 50,030 $461K 0.01% -1,000 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 50,000 $452K <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 48,022 $443K 0.02% +2,519 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 46,635 $430K 0.02% +55 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 46,097 $425K 0.28% +9,916 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 45,682 $421K 0.27% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 45,400 $419K 0.26% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 45,100 $416K 0.1% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 43,381 $400K 0.23% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 41,472 $382K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,272 $371K <0.01% +6,946 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 39,129 $361K 0.16% +840 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 38,719 $358K <0.01% +6,880 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 37,668 $347K <0.01% +1,745 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 36,257 $334K 0.12% -1,230 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35,400 $326K 0.05% +19,813 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,322 $298K <0.01% -1,101 13F-HR/A Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 32,000 $295K 0.2% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 31,262 $288K 0.04% -4,635 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 30,963 $285K <0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,783 $284K 0.01% -9,200 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 30,413 $280K 0.15% +6,378 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 28,889 $266K 0.07% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 28,344 $261K 0.02% -1,813 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 27,433 $253K <0.01% -2,734 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,249 $251K <0.01% -827 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26,881 $248K 0.01% -1,050 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 24,004 $221K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,352 $215K <0.01% -1,929 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 22,647 $209K 0.02% +149 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,565 $208K <0.01% +11,932 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,712 $200K <0.01% -2,769 13F-HR Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 21,490 $198K 0.22% 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 21,250 $196K 0.31% +415 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 20,465 $189K 0.01% +142 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 20,053 $185K 0.02% +132 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,450 $179K <0.01% 0 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,275 $178K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,271 $178K <0.01% +3,863 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 19,103 $176K 0.08% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,853 $174K <0.01% +49 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 18,612 $172K 0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 18,527 $171K <0.01% -918 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,115 $167K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,497 $161K 0.01% +376 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 17,284 $159K <0.01% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,250 $159K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 17,000 $157K 0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,795 $154K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,349 $151K <0.01% new 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 15,870 $146K 0.06% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 15,490 $143K 0.02% 0 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,020 $138K <0.01% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,534 $134K 0.02% +312 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,269 $132K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,255 $131K <0.01% +3,351 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,600 $125K 0.01% -20,000 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,526 $125K 0.08% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,322 $123K <0.01% +32 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,060 $121K <0.01% +500 13F-HR/A Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 12,865 $119K 0.03% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 12,466 $115K 0.07% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 12,110 $112K 0.04% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,049 $111K <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 11,758 $108K <0.01% +252 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,464 $106K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,359 $105K <0.01% -653 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,198 $103K <0.01% +399 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,113 $102K <0.01% 0 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 11,017 $102K 0.04% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,875 $100K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,690 $98.6K <0.01% -612 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,502 $96.8K <0.01% -820 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,407 $96K <0.01% +10 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,407 $96K 0.01% +10 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $92.2K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,127 $84.1K <0.01% +196 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,150 $75.1K <0.01% +7,000 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,990 $73.7K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,600 $62.2K 0.02% +4,350 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,500 $50.7K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,950 $46K <0.01% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 4,500 $41.5K 0.01% -1,500 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,500 $41.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,747 $25.3K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,162 $19.9K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,000 $18.4K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,925 $17.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,564 $14.4K 0.01% +34 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,495 $13.8K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,154 $11K <0.01% +25 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,150 $10.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,139 $10.5K <0.01% +24 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,000 $9.22K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 780 $7.19K <0.01% -2,720 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 720 $6.64K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 665 $6.13K <0.01% +14 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 525 $4.84K <0.01% -525 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 500 $4.61K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 407 $3.75K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 400 $3.69K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 335 $3.13K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 250 $2.31K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 220 $2.03K <0.01% 0 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 205 $1.89K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 10 $92 <0.01% -190 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) 4 $37 <0.01% new 13F-HR Timeline Group