Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,736,585 $142M 0.58% +32,118 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,051,799 $86.2M 0.55% +117,011 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910,474 $74.6M 0.05% +27,659 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 404,939 $33.2M 0.04% +77,068 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 251,110 $20.6M 0.01% +69,398 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 211,959 $17.4M <0.01% +13,044 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 172,068 $14.1M 0.08% +8,149 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 161,332 $13.2M 0.02% +158,598 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 144,193 $11.8M 0.05% -143,718 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 140,841 $11.5M 0.05% +41,981 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 133,923 $11M 0.61% -13,027 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 132,727 $10.9M 3.31% +48,777 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 122,253 $10M <0.01% +10,413 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 112,448 $9.21M 0.04% +21,655 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 111,755 $9.16M +5,844 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 111,604 $9.14M <0.01% +4,160 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 97,854 $8.02M <0.01% -13,431 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 94,284 $7.73M <0.01% -7,928 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 89,134 $7.3M 0.01% +12,288 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 80,015 $6.56M 1.97% -17,412 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 72,056 $5.9M 2.79% +2,492 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 71,287 $5.84M <0.01% +5,229 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,011 $5.65M 0.01% -1,440 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 63,129 $5.17M 0.69% +16,716 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 60,901 $4.99M 0.29% +474 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 60,587 $4.93M 0.01% +11,942 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 57,360 $4.7M 1.27% -1,991 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 43,213 $3.54M 0.09% -82 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 42,173 $3.46M <0.01% +8,314 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,875 $2.86M <0.01% new 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 34,619 $2.84M 0.91% +5,243 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 33,283 $2.73M <0.01% -33,586 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,900 $2.7M 0.07% +481 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,355 $2.57M 0.06% -1,580 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 30,679 $2.51M 0.13% -255 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 28,861 $2.36M 0.65% -1,645 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 26,726 $2.19M 0.42% +1,338 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 26,429 $2.17M 2.19% -208 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 23,133 $1.9M 0.13% -4,386 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 22,611 $1.85M 0.46% +4,329 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,378 $1.75M 0.03% -31,603 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,135 $1.65M <0.01% +2,155 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,888 $1.63M 0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,853 $1.54M 0.03% new 13F-HR Timeline Group Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 18,283 $1.5M 1.29% +1,137 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 18,096 $1.48M 0.1% -4,412 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 18,090 $1.48M 0.45% -3,289 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,857 $1.48M 0.03% +98 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,426 $1.43M <0.01% -120,903 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,948 $1.39M 0.52% +401 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,517 $1.35M <0.01% +1,044 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,333 $1.34M 0.09% -5,911 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 15,541 $1.27M 0.38% -149 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 15,356 $1.26M 0.56% +171 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,263 $1.25M <0.01% -4,946 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,217 $1.25M <0.01% -1,593 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 15,114 $1.24M 0.41% -5,896 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,052 $1.23M 0.03% +7 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 14,548 $1.19M 0.07% +1,472 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 14,500 $1.19M 1.1% -160 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,214 $1.16M 0.04% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,572 $1.11M 0.05% +2,138 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 13,397 $1.1M 0.42% -1,280 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 12,828 $1.05M 0.33% -30,274 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,816 $1.05M <0.01% -330 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 12,225 $1M 0.08% +116 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,172 $997K 0.04% +1,736 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,414 $935K 0.09% +328 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,777 $883K 0.02% +15 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,816 $876K <0.01% +2,183 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,345 $766K <0.01% -169 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,167 $751K 0.01% -27 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 9,020 $739K 0.52% -621 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,390 $687K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,074 $662K 0.07% -157 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,955 $652K 0.01% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 7,629 $625K 0.4% +150 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 7,300 $598K 0.25% +13 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 7,153 $586K 0.36% +4,391 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,807 $558K <0.01% -313 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 6,612 $542K 0.22% -90 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,540 $536K 0.02% -415 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,325 $518K 0.02% -252 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,996 $491K 0.08% -55 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,989 $491K 0.01% +154 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,890 $483K 0.1% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 5,651 $463K 0.16% +490 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,588 $458K 0.31% +26 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,407 $443K 0.12% +273 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,395 $442K 0.34% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 5,272 $432K 0.09% +149 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,021 $411K 0.09% +100 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,016 $411K <0.01% new 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,996 $409K 0.02% -50 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,953 $406K 0.01% +25 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 4,951 $406K 0.47% -45 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,797 $393K 0.01% 0 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) 4,646 $381K 0.01% +4,627 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,451 $366K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,467 $366K 0.01% +336 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,410 $361K <0.01% +240 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,278 $349K 0.1% +457 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,175 $342K 0.07% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,137 $339K 0.01% -57 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,016 $329K 0.16% +576 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,948 $323K 0.02% +13 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,915 $321K <0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,843 $318K 0.01% +638 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,858 $316K <0.01% -694 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,700 $303K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,685 $302K 0.01% -315 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,537 $290K 0.01% -541 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,502 $287K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,469 $284K <0.01% +544 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,467 $284K <0.01% -9,669 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,424 $281K 0.06% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,371 $276K 0.1% -71 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,236 $265K 0.01% +11 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,209 $263K <0.01% -258 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 3,170 $260K 0.13% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,143 $258K <0.01% +4 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,123 $256K 0.14% +1 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,112 $255K 0.16% new 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,040 $249K 0.15% +11 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,003 $246K <0.01% +246 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,977 $244K <0.01% -1,669 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,962 $243K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,886 $236K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,810 $230K <0.01% +686 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,807 $230K 0.03% +16 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,750 $226K 0.07% +4 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,687 $220K 0.2% +9 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,669 $219K 0.02% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,665 $218K 0.12% -25 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,656 $218K <0.01% +2,647 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,526 $207K 0.02% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,524 $207K 0.02% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,507 $205K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,317 $190K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,295 $188K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,300 $188K 0.04% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,281 $187K <0.01% +104 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,250 $184K <0.01% +345 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,978 $162K 0.01% -79 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,915 $157K 0.09% -102 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,692 $139K 0.04% +6 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,631 $134K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,559 $128K <0.01% +5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,280 $105K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,178 $96.5K <0.01% +327 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,104 $90.5K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 904 $74K <0.01% -6,195 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 872 $71.5K <0.01% -72 13F-HR/A Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 761 $62.4K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 633 $51.9K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 578 $47K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 559 $45.8K 0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 554 $45.4K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 518 $42.4K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 503 $41.2K <0.01% +3 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 481 $39.4K 0.01% +2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 475 $39K <0.01% -70 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 434 $35.6K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 433 $35.5K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 438 $35K <0.01% -46 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 427 $35K <0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 390 $32K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 369 $30.2K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 300 $24.6K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 262 $21.5K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 260 $21.3K <0.01% +10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 252 $20.6K <0.01% +136 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 250 $20.5K <0.01% -128 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 247 $20.2K <0.01% +19 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 245 $20.1K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 204 $16.8K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 189 $15.5K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 182 $14.9K <0.01% +181 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 179 $14.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 140 $11.5K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 108 $8.85K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 108 $8.85K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 99 $8.11K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 68 $5.54K <0.01% +1 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 65 $5.32K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 63 $5.16K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 59 $4.83K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 59 $4.83K <0.01% -61 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 59 $4.83K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 50 $4.1K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 45 $3.69K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 44 $3.58K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 33 $2.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 31 $2.52K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 29 $2.38K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 25 $2.05K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 23 $1.88K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 12 $984 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $46 <0.01% new 13F-HR Timeline