LPL Financial LLC More: the full row for LPL Financial LLC 2,641,550 $153M 0.03% -461,776 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,123,314 $123M 0.02% +83,173 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,381,155 $79.9M 0.07% -73,458 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,055,774 $61.1M 0.02% -465,986 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,040,102 $60.2M 1.59% +141,101 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 945,316 $54.7M 6.43% +43,908 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770,191 $44.6M 0.02% -142,339 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 669,365 $38.7M <0.01% +27,181 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 624,932 $36.2M 0.03% +35,977 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 588,329 $34.1M <0.01% -86,809 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 471,779 $27.3M 10.43% +33,154 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 428,809 $24.8M 0.02% +16,494 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 379,294 $22M 2.44% +3,278 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 324,033 $18.8M 0.06% -106,217 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 300,243 $17.4M +17,136 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 297,592 $17.3M 0.01% -21,396 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 267,111 $15.5M 0.07% -218,263 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 250,727 $14.5M <0.01% -72,037 13F-HR Timeline Group Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 246,185 $14.3M 6.81% +5,087 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 245,916 $14.2M 0.02% +3,440 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 234,045 $13.5M +9,992 Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 226,978 $13.1M 3.57% -38,812 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 189,273 $11M 0.09% +34,815 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 185,943 $10.8M 3.65% +2,043 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 179,898 $10.4M -4,939 Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 172,917 $10M 6.11% -4,798 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 172,485 $9.98M 0.02% -31,852 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 158,281 $9.16M 7.51% +3,665 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 153,341 $8.88M 5.33% +3,028 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 144,941 $8.39M 1.06% +56,448 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 144,650 $8.37M 0.02% +18,386 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 140,448 $8.13M 0.08% +116,954 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 136,743 $7.92M 0.02% -103,762 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 122,116 $7.11M 3.4% -37,156 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 113,052 $6.54M 7.57% +3,982 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 105,582 $6.14M <0.01% -7,853 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 105,951 $6.13M 0.01% -2,352 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 103,113 $5.98M 0.02% +8,823 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 96,994 $5.61M 0.01% +2,544 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 86,788 $5.02M 0.06% +5,545 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 85,166 $4.93M 0.27% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 82,223 $4.76M 1.84% +1,054 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 81,614 $4.72M 0.09% +2,526 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 63,055 $3.65M 0.36% -1,475 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 61,352 $3.55M <0.01% +39,100 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 57,245 $3.31M 0.31% +7,950 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 56,988 $3.3M 0.21% -1,926 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 56,625 $3.28M 0.01% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 54,702 $3.17M 0.06% -1,741,937 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 53,345 $3.09M 0.1% +1,117 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 50,887 $2.95M <0.01% new 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 49,434 $2.86M 0.01% -7,535 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45,405 $2.63M 0.01% -7,533 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 43,014 $2.49M <0.01% +20,069 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 41,225 $2.39M 0.12% -2,714 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 40,594 $2.35M 0.73% +20,486 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,891 $2.31M 0.01% -5,645 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,461 $2.29M 0.07% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 39,054 $2.26M 1.15% +3,017 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 31,337 $1.81M 0.02% -1,631 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,775 $1.78M 0.03% -19,627 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,772 $1.78M <0.01% +533 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,709 $1.72M 0.01% +3,546 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 28,040 $1.62M 0.16% -170,883 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 24,716 $1.43M <0.01% -707 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 24,455 $1.42M 0.55% -13,032 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 23,518 $1.37M 0.36% -3,209 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,672 $1.25M 0.02% -3,639 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,310 $1.18M 0.01% -27,398 13F-HR/A Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 20,187 $1.17M 0.44% -195 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 18,015 $1.04M 0.07% +267 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 17,661 $1.02M 0.37% +95 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,822 $974K 0.01% +153 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,653 $964K <0.01% -1,143 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,574 $959K <0.01% +3,694 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,542 $958K 0.05% -240 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 16,098 $932K 0.09% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,274 $884K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,468 $838K 0.02% -45,035 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,867 $803K <0.01% -113 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,803 $683K <0.01% new 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 11,605 $672K 0.47% -96 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,510 $666K 0.02% -132 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 10,580 $612K 0.36% +462 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,413 $603K 0.02% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,020 $584K 0.02% -6,483 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,759 $565K 0.02% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,608 $556K 0.05% +917 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,468 $548K 0.01% +536 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,461 $548K 0.02% -4,233 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,086 $526K 0.01% new 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 9,002 $521K 0.46% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,425 $489K 0.01% -123,801 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,435 $488K 0.03% +2,775 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,280 $479K <0.01% +488 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,272 $479K 0.03% -46 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 8,201 $475K 0.16% -195 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,845 $454K 0.08% -50 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 7,715 $447K 0.15% -563 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,628 $442K 0.03% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,622 $441K <0.01% -7,906 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,467 $435K 0.18% +20 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,267 $421K <0.01% +1,481 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,056 $408K 0.01% -734 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,980 $404K 0.15% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,560 $380K 0.06% -2,626 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 6,396 $370K 0.17% -50 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,281 $364K 0.02% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,178 $360K <0.01% -360 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,949 $344K <0.01% -243 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,882 $343K 0.05% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 5,609 $325K 0.21% -30,726 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,513 $319K 0.01% -28 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,478 $317K <0.01% -34,557 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 5,145 $304K 0.1% -125 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,923 $287K 0.02% -1,253 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,808 $278K 0.06% -126 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,494 $260K 0.02% -300 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,347 $257K 0.02% +255 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,365 $253K 0.01% +59 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,229 $245K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,024 $233K <0.01% +245 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,859 $223K 0.01% -5,944 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,823 $221K 0.01% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,752 $217K <0.01% -400 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,697 $214K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,680 $213K 0.02% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,676 $213K 0.09% -489 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,616 $209K 0.1% -1,741 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,579 $207K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,444 $199K <0.01% -926 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,812 $163K <0.01% -11 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,656 $95.9K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,587 $91.8K 0.01% -45 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,569 $90.9K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,489 $86.2K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,122 $64.9K <0.01% +947 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 949 $54.9K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 915 $53K <0.01% -191 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 915 $53K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 909 $52.6K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 656 $38K <0.01% +500 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 555 $32.1K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 485 $28.1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 403 $23.3K <0.01% +204 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 389 $22.5K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 300 $17K <0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 260 $15.1K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 237 $13.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 229 $13.3K 0.01% -17 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 221 $12.8K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 184 $10.7K <0.01% -311 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 141 $8.16K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 119 $6.88K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 113 $6.54K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 100 $5.82K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 94 $5.44K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 67 $3.88K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 63 $3.65K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 63 $3.65K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 61 $3.53K <0.01% +10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 22 $1.27K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $1.08K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 8 $463 <0.01% -257 13F-HR Timeline Group