MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,264,068 $110M 0.01% +157,056 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 900,514 $78.3M 0.02% +482,463 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 864,273 $75.1M 0.02% +19,896 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 645,134 $56.1M +360,274 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 353,832 $30.8M -59,647 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 296,329 $25.8M 0.02% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 283,400 $24.6M 0.03% +14,574 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 264,936 $23M 0.01% +61,896 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 258,270 $22.5M 0.02% +246,296 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 256,428 $22.3M 0.06% +216,814 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 238,100 $20.7M <0.01% +30,265 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 215,975 $18.8M 9.45% +36,932 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 203,985 $18M 2.96% +38,970 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 195,482 $17M 0.02% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 134,942 $11.7M 0.01% +33,169 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 131,006 $11.4M 0.02% -20,392 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 125,226 $10.9M 0.24% +13,716 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 118,141 $10.3M 0.02% -34,991 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 112,349 $9.77M 0.1% -30,419 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 95,679 $8.32M 0.02% -104,569 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 81,376 $7.07M 0.1% -4,655 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 81,144 $7.05M 2.94% +136 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 71,759 $6.24M 0.01% +31,759 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 59,874 $5.2M 1.07% -3,487 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 55,595 $4.83M 1.57% -2,206 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 47,192 $4.1M 0.58% -2,257 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 43,234 $3.76M 0.15% +9,711 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 43,000 $3.74M 0.43% +17,170 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 42,246 $3.67M 0.23% +6,138 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,104 $3.66M <0.01% -37,831 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 39,340 $3.42M 0.05% +30,179 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 38,290 $3.33M 0.18% +18,101 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 37,997 $3.3M 0.07% -4,141 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 37,476 $3.26M <0.01% +15,321 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 34,995 $3.04M 0.05% -16,485 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 34,174 $2.97M 0.37% +27 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 32,441 $2.82M +20,189 Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 32,052 $2.79M 1.21% +2,040 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,879 $2.77M 0.03% -11,647 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 31,565 $2.74M 1.11% -6 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 30,202 $2.63M 0.09% new 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 29,412 $2.56M <0.01% -12,785 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 29,378 $2.55M 0.28% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26,793 $2.27M <0.01% +17,823 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,793 $2.24M 0.01% +7,217 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 25,609 $2.23M 0.01% +14,851 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,087 $2.18M 0.01% -12,281 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,236 $2.11M 0.06% -654 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,771 $2.07M 0.04% +16,440 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,668 $2.06M 0.01% +10,773 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,597 $1.96M 0.02% -86 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,935 $1.82M 0.01% -9,103 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 20,704 $1.8M 0.56% -2,346 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,355 $1.7M 0.01% +11,426 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 19,036 $1.65M 1.31% -9,742 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,443 $1.6M 0.27% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,336 $1.51M 0.4% -1,406 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,270 $1.5M 0.08% -7,747 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,002 $1.48M 0.16% +191 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,996 $1.48M 0.01% new 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 15,348 $1.33M 0.1% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,403 $1.25M 0.05% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,863 $1.21M 0.01% +31 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,465 $1.17M <0.01% +13,362 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,402 $1.17M 0.01% -10,591 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,867 $1.12M 0.05% +827 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 12,656 $1.1M 1.16% +2,437 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 12,053 $1.05M 1.1% -3,552 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,525 $1M 0.36% +253 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 11,470 $997K <0.01% +6,875 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,212 $975K 0.02% +2,512 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,067 $962K 0.01% -2,657 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,717 $932K 0.32% -5,967 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,640 $925K 0.17% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,248 $891K <0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,153 $883K 0.05% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,318 $810K 0.02% +5,883 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,423 $732K 0.05% -2,070 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 7,882 $685K 0.67% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,629 $663K 0.09% -74 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,627 $663K 0.01% +44 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,519 $654K 0.02% +1,385 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7,235 $629K 0.33% +140 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,224 $628K <0.01% -253 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,214 $627K <0.01% +2,052 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 6,975 $606K 0.18% +654 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,924 $602K 0.28% -338 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,902 $600K 0.06% +1,338 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,799 $591K 0.05% -574 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,785 $590K 0.03% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,558 $570K 0.01% +3,002 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,348 $552K 0.11% -662 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,143 $534K <0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,776 $529K 0.08% +3,090 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 6,038 $525K 0.12% +3,272 13F-HR/A Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,014 $523K 0.23% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,140 $447K 0.05% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,403 $383K 0.01% -1,388 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,220 $367K <0.01% +4,082 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,211 $366K 0.01% -268 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,200 $365K <0.01% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,089 $355K 0.15% -27 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,001 $348K 0.02% -633 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,962 $344K 0.1% -285 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,546 $331K 0.01% +33 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,708 $322K 0.07% +30 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,628 $315K 0.06% -370 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,540 $308K 0.02% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,512 $305K 0.07% +683 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,745 $298K 0.05% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,383 $294K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,328 $289K <0.01% +192 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,312 $288K <0.01% +2,440 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 3,194 $278K 0.17% -550 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,150 $274K 0.04% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,108 $270K 0.03% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,959 $257K 0.04% +157 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,864 $249K <0.01% -195 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,859 $249K <0.01% -172 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,120 $248K 0.18% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,710 $240K 0.05% +261 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,732 $237K 0.04% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,638 $229K 0.07% -276 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,519 $219K 0.08% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,180 $218K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,473 $215K 0.01% -926 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,462 $214K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,421 $210K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,392 $208K <0.01% -839 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 2,388 $208K 0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,360 $205K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,360 $205K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,336 $203K <0.01% new 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,319 $203K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,191 $191K 0.01% +8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,170 $189K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,943 $169K 0.01% +451 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,871 $163K 0.04% -2,101 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,731 $150K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,679 $149K <0.01% -17,067 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,687 $147K <0.01% -1,023 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,450 $126K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,117 $97.1K 0.01% +400 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 946 $82.2K 0.03% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 944 $82.1K 0.01% +192 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 876 $76.1K <0.01% -36 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 872 $75.8K <0.01% +704 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 881 $73.9K <0.01% -47 13F-HR/A Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 717 $62.3K 0.01% +3 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 599 $52.1K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 568 $49.4K <0.01% +39 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 495 $41.5K <0.01% -96 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $34.8K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 351 $30.5K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 283 $24.6K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 278 $24.2K 0.01% -169 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 275 $23.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 269 $23.4K 0.01% -118 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 254 $22.1K 0.02% -38 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 246 $21.4K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 240 $20.9K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 220 $19.1K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 210 $18.3K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 202 $17.6K 0.01% 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 200 $17.4K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 170 $14.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 144 $12.5K <0.01% +29 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 114 $9.91K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 100 $8.69K 0.02% -4,413 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 93 $8.08K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 78 $6.78K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 60 $5.22K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 55 $4.86K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 37 $3.22K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $3.04K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30 $2.62K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 17 $1K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9 $782 <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4 $348 <0.01% 0 13F-HR Timeline