Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,151,858 $106M 15.95% +294,026 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,969,971 $101M 0.02% +934,228 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,779,799 $96.6M 0.04% +705,037 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,263,407 $57.8M <0.01% -57,641 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,924,623 $49.2M 0.07% +76,823 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,829,550 $46.7M 0.13% +176,223 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,746,220 $44.6M 42.75% +1,738,304 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,599,352 $40.9M 0.02% +591,153 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/ 1,491,313 $38.1M <0.01% +560,854 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,243,495 $31.8M 6.78% +1,155,985 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,189,488 $30.4M 7.17% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,183,815 $30.2M 3.54% +273,960 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,130,814 $28.9M 0.01% -31,919 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,045,905 $26.7M 10.18% +568,280 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 997,338 $25.5M 0.02% -43,075 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 893,032 $22.8M 1.74% +64,482 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 748,259 $19.1M 0.04% +132,080 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 705,217 $18M +64,890 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 690,439 $17.6M 0.03% +26,892 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 656,105 $16.8M 0.21% +647,199 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 591,355 $15.1M 7.5% -112,764 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 587,117 $15M 0.05% +151,512 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 586,700 $15M 0.53% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 569,022 $14.5M 0.46% +24,329 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 548,810 $14M 0.05% +34,804 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 512,742 $13.1M 0.02% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 480,258 $12.3M 2.3% +21,744 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 467,309 $11.9M 0.72% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 460,292 $11.8M 3.19% +8,249 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 430,189 $11M 0.02% new 13F-HR/A Timeline Group Bensler, LLC More: the full row for Bensler, LLC 424,552 $10.8M 1.36% -41,316 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 390,928 $9.99M 0.15% +220,992 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 386,847 $9.88M 1.27% +7,610 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 369,532 $9.44M 2.54% +22,580 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 365,661 $9.34M 0.51% +111,540 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 345,316 $8.82M 0.87% +9,108 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 334,424 $8.54M <0.01% -293,995 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 333,528 $8.52M 2.05% -118,289 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 326,476 $8.34M 0.68% +2,663 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 318,722 $8.14M 0.3% -240,113 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 317,940 $8.12M 6.98% +7,771 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 317,672 $8.12M 1.81% -97,882 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 316,822 $8.09M 0.02% +196,754 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 290,990 $7.43M 0.04% +281,629 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 265,771 $6.78M 3.03% -29,500 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 259,741 $6.64M 6.51% +48,196 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 259,199 $6.62M 3.77% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 250,517 $6.4M 0.25% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 243,646 $6.23M 2.32% +77,731 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 236,656 $6.05M 2.36% +15,098 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 209,380 $5.35M 0.43% +125,017 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 207,543 $5.3M 0.53% +50,016 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 200,040 $5.11M 1.79% +10,515 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 198,727 $5.08M 0.01% -86,668 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 194,215 $4.96M 1.46% +53,286 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 191,904 $4.9M 0.2% +6,278 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 188,135 $4.81M 0.05% +16,332 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 185,720 $4.75M 0.4% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 183,292 $4.68M 0.64% +5,169 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 180,766 $4.62M 0.53% new 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 178,556 $4.56M 0.64% +685 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 175,155 $4.47M <0.01% -5,911 13F-HR/A Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 171,841 $4.39M 1.09% -77,306 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 171,718 $4.39M 1.71% +10,888 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 142,186 $3.63M 0.38% +9,669 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 139,565 $3.57M +15,082 Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 139,284 $3.56M 2.71% +13,264 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 122,509 $3.13M 3.19% +30,305 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 120,563 $3.08M +12,573 Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 118,361 $3.02M 1.88% +47,437 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 114,479 $2.9M 3.17% -7,169 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 110,013 $2.81M 1.31% -4,015 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 108,213 $2.76M 1.01% +536 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 101,848 $2.6M 0.02% +24,952 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 99,952 $2.55M 0.08% -2,065 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 97,738 $2.48M 0.14% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 93,694 $2.39M 0.02% +3,253 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 81,881 $2.09M <0.01% -3,441 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 81,479 $2.08M 0.04% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 80,608 $2.06M 0.33% +942 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 80,685 $2.04M 0.27% -67,243 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 77,693 $1.99M <0.01% -8,165 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 77,068 $1.97M <0.01% new 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,773 $1.96M <0.01% +3,193 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 72,294 $1.85M 0.01% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 69,256 $1.77M -52,840 Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 68,017 $1.74M 0.18% +41,860 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 65,666 $1.67M 0.23% -42,536 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 64,895 $1.66M 0.28% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 64,621 $1.65M 0.12% -990 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 64,597 $1.65M 0.01% -2,832 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 64,594 $1.65M 0.22% +7,553 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 64,538 $1.65M 0.1% +54,000 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 64,379 $1.64M 0.51% +5,444 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 63,805 $1.63M 0.91% +9,462 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 56,029 $1.43M 0.05% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 56,266 $1.43M 0.04% +35,043 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 54,187 $1.38M 0.01% -1,474 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,873 $1.27M 0.02% +14,551 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 49,037 $1.25M 0.03% -24,721 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 48,135 $1.23M 0.69% +13,446 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 47,492 $1.21M 0.46% -1,202 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 47,101 $1.2M 0.14% +13,468 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,266 $1.18M <0.01% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 44,100 $1.13M 0.15% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 42,819 $1.09M <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 40,996 $1.05M 0.06% +11,640 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 40,945 $1.05M 0.07% +630 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 40,872 $1.04M 0.07% -703 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 40,090 $1.02M 0.04% +31,647 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 39,848 $1.02M 0.01% +154 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 39,527 $1.01M 0.01% +10,646 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 39,004 $997K 0.08% -37,978 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 38,456 $983K 0.64% -7,775 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,613 $961K <0.01% +13,907 13F-HR/A Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 36,718 $938K 0.26% -233 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,091 $922K 0.01% -23,191 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,037 $870K <0.01% -40,042 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 33,945 $867K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 33,850 $865K 0.01% -43,750 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 33,599 $858K 0.5% +4 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 33,379 $853K 0.03% -9,276 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 33,278 $850K 0.03% +6,890 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 33,250 $850K 0.1% -16,535 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,099 $846K <0.01% +4,728 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 32,548 $832K 0.39% -19,735 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 31,197 $797K 0.6% +1,265 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 30,975 $791K 0.21% +10,884 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 30,782 $786K 0.06% -570 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 30,744 $786K 0.01% +22,785 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 30,657 $783K 0.19% +10,153 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 30,359 $776K 0.08% +19,968 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 29,965 $766K 0.41% -346 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,670 $758K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 29,422 $752K 0.02% -909 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 28,556 $730K 0.16% -1,973 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 27,907 $713K 0.07% new 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,572 $679K 0.01% +447 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25,735 $658K 0.01% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 25,715 $657K 0.01% +916 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,591 $654K 0.01% -2,000 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,160 $643K 0.01% -1,786 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 25,159 $643K 0.02% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 24,610 $629K 0.73% +2,183 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,933 $612K <0.01% +2,676 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 23,764 $608K 0.07% +9,906 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 22,800 $583K 0.11% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 22,710 $580K 0.1% +1,003 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 22,562 $576K 1.12% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21,365 $546K 0.44% -9,377 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,229 $542K <0.01% +17,528 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 20,609 $527K 0.07% +3,281 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 20,140 $515K 0.04% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 19,646 $502K 0.1% -5,070 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,528 $499K 0.01% -172 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 19,141 $489K 0.15% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,000 $485K <0.01% 0 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 18,417 $471K 0.15% +1,296 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 18,350 $469K 0.45% +1,000 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 17,873 $457K 0.36% +458 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 16,855 $431K 0.42% +531 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,285 $416K 0.04% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,690 $401K 0.02% +3,690 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 15,011 $384K <0.01% -4,129 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,663 $375K 0.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,569 $372K 0.01% -5,185 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,105 $360K <0.01% +6,141 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,068 $359K 0.04% +1,004 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 12,979 $332K 0.04% 0 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 12,768 $326K 0.17% -31 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,151 $310K 0.01% +9,420 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 12,063 $308K 0.13% -99 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 12,000 $306K <0.01% 0 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,938 $305K 0.02% 0 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,929 $305K 0.17% -8,325 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,782 $301K <0.01% 0 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 11,402 $291K 0.29% +225 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,200 $286K 0.02% -800 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 11,115 $284K 0.2% +88 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,776 $275K 0.02% +268 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,410 $266K <0.01% +2,507 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 9,980 $255K 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,945 $254K <0.01% +9,894 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,889 $253K <0.01% +170 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,867 $252K <0.01% 0 13F-HR/A Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 9,581 $245K 0.12% -18,592 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 9,256 $236K 0.19% -10,643 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,220 $233K 0.13% +143 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,850 $225K 0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,530 $218K 0.04% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,500 $217K 0.03% -200 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,361 $214K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 7,910 $202K 0.07% +250 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,840 $200K 0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,960 $178K 0.06% -770 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,896 $176K 0.01% +2 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,082 $129K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,025 $103K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,060 $78.2K <0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 3,000 $76.7K 0.02% +2,500 13F-HR Timeline