Creative Planning in group Creative Planning More: the full row for Creative Planning 1,849,417 $121M 0.09% -73,719 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/ 725,611 $47.6M <0.01% -18,199 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 647,449 $42.5M 2.87% +398 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 449,638 $29.5M 0.06% +449,618 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 306,107 $20.1M 0.02% +2,843 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 281,308 $18.5M <0.01% +10,539 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 226,279 $14.9M <0.01% +8,581 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 201,167 $13.2M <0.01% -23,922 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 183,078 $12M 0.22% -12,580 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 164,766 $10.8M 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 122,591 $8.05M 0.16% +8,065 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 111,213 $7.3M 0.11% +204 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 106,425 $6.99M <0.01% +283 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 101,034 $6.63M 0.49% +21,967 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 95,602 $6.28M 0.22% -3,669 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 83,942 $5.51M 0.46% -7,528 13F-HR Timeline Group Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 82,135 $5.39M 3.93% 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 72,835 $4.77M 0.25% -38,918 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 69,537 $4.57M 0.93% -829 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 62,083 $4.08M 0.28% +4,870 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 61,678 $4.05M 0.36% -885 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 60,964 $4M 0.25% +12,542 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 59,634 $3.92M 1.67% +59,634 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 55,354 $3.63M <0.01% +16,554 13F-HR Timeline Group Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 54,192 $3.56M 3.42% 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 52,435 $3.44M 0.76% -689 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 50,634 $3.32M 0.01% +4,600 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,561 $3.19M 0.02% +8,348 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 48,539 $3.19M <0.01% +42,840 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 45,944 $3.02M 1% +5,493 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 44,128 $2.9M 0.16% +1,614 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 43,986 $2.89M 0.02% +415 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,338 $2.85M <0.01% +7,183 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 43,256 $2.84M 0.09% +5,054 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 40,916 $2.69M 0.46% +756 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 40,027 $2.63M <0.01% +5,743 13F-HR Timeline Group Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 39,116 $2.61M 0.47% +1,780 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 36,765 $2.41M +30,139 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,133 $2.37M 0.02% -2,887 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 33,435 $2.24M 1.73% +1,982 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 33,437 $2.2M 0.22% -18 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 32,650 $2.14M 0.23% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 32,337 $2.12M 0.23% +3,950 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 31,631 $2.08M 0.01% +10,326 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 31,308 $2.06M 1.02% +374 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,199 $1.98M <0.01% -3,341 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,464 $1.93M 0.02% -803 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 29,406 $1.93M 0.34% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,293 $1.86M <0.01% +15,283 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 27,569 $1.81M 2.17% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 25,741 $1.69M 0.1% +286 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,130 $1.65M 0.02% -767 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 24,180 $1.59M <0.01% -494 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 24,141 $1.59M 0.54% +110 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 23,956 $1.57M 0.14% +468 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 21,566 $1.42M 0.37% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,982 $1.38M <0.01% +159 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,933 $1.31M <0.01% -1,440 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 19,137 $1.26M 0.92% +945 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,716 $1.16M <0.01% -1,719 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,579 $1.09M <0.01% -2,629 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,333 $1.07M 0.02% -842 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,323 $1.07M 0.08% +310 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 14,658 $962K 0.06% +10,690 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,205 $933K 0.03% +261 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 13,407 $880K 0.85% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 13,276 $872K 0.17% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,259 $871K <0.01% +456 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,230 $869K 0.05% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,695 $834K 0.02% +15 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,470 $753K <0.01% +3,442 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 11,302 $742K 0.46% -67,224 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 11,268 $740K 0.65% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,152 $732K 0.01% -908 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 10,727 $704K 0.44% -2,541 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,464 $687K 0.31% +380 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 10,223 $671K 0.6% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,117 $664K <0.01% -20 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,078 $662K 0.02% -1,373 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 9,954 $654K 0.22% -271 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,575 $629K 0.02% +1,540 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,461 $621K 0.02% -187 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 9,162 $602K 0.02% -139,214 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,089 $597K 0.01% -906 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,875 $583K 0.01% +556 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 8,845 $581K 0.72% new 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 8,750 $574K 0.55% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,348 $548K <0.01% +954 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,202 $538K 0.03% -176 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,131 $534K <0.01% +4,439 13F-HR/A Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,400 $486K 0.13% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,307 $480K 0.01% -4,075 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 7,109 $467K 0.35% +210 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,060 $464K 0.05% -20 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,640 $436K 0.24% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,269 $431K 0.05% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,443 $423K <0.01% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,362 $418K 0.18% +195 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,270 $412K 0.18% -7,589 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,070 $399K 0.09% -40 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,000 $394K 0.3% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,984 $393K 0.02% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 5,707 $375K 0.18% +19 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,655 $371K <0.01% +879 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,646 $371K 0.01% +24 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,506 $368K 0.05% -41 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,383 $359K <0.01% -145 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,363 $352K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,227 $343K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,180 $340K <0.01% +359 13F-HR/A Timeline Group Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,180 $339K 0.33% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,158 $339K <0.01% +2,700 13F-HR/A Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,011 $329K 0.23% +95 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,810 $316K 0.02% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,747 $312K <0.01% -607 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,696 $308K <0.01% -243 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,570 $300K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,189 $275K 0.01% +3,897 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,120 $271K <0.01% +55 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 4,074 $267K 0.15% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,013 $263K 0.12% -3,039 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,000 $263K 0.01% 0 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 3,936 $258K 0.25% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,858 $253K <0.01% -73,133 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,798 $249K <0.01% +63 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,488 $240K 0.1% +1 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,642 $239K 0.25% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,548 $233K <0.01% +1 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,528 $232K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,439 $226K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,365 $221K 0.01% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,339 $219K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,265 $214K 0.03% 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,260 $214K 0.02% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,235 $212K 0.09% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,174 $208K 0.1% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,095 $203K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,071 $202K <0.01% -2,729 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,071 $202K 0.02% -124 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,046 $200K 0.05% -95 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,487 $163K <0.01% +340 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,366 $155K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,328 $153K <0.01% -418 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,825 $120K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,806 $119K <0.01% +126 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,528 $100K <0.01% +23 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,521 $99.9K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,500 $98.5K 0.05% -200 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,413 $93K <0.01% -82 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,220 $80.1K <0.01% +261 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,215 $79.8K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,203 $79K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,180 $77.5K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,072 $70.4K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,002 $65.8K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 999 $65.6K <0.01% +163 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 850 $55.8K <0.01% -502 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 817 $53.7K 0.03% +297 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 803 $52.7K <0.01% +8 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 801 $52.6K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 714 $46.9K <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/ 640 $41.9K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 561 $36.8K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 536 $35.2K <0.01% +10 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 524 $35K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 527 $34.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 499 $32.8K <0.01% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 460 $30.2K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 425 $28K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 319 $20.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 318 $20.9K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 265 $17.4K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 240 $15.8K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 234 $15.4K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 208 $13.7K <0.01% +19 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $12.3K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 173 $11.4K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $11.3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 144 $9.45K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 140 $9.19K <0.01% +111 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 135 $8.86K <0.01% -9,615 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 82 $5.38K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 71 $4.66K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 60 $3.94K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 53 $3.48K <0.01% -1 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 29 $1.9K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19 $1.25K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $1.05K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $788 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $722 <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $131 <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1 $66 <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.