Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,748,728 $121M 0.27% -187,687 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,563,701 $116M 0.03% -15,121 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,539,629 $116M 0.02% +37,828 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,042,078 $103M 10.75% -408,006 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,589,451 $65.9M 3.41% +442,359 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,086,413 $53.2M <0.01% -109,901 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,957,906 $49.9M 0.02% +77,822 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/ 1,571,460 $40M <0.01% +89,785 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,412,133 $36M 10.12% +49,131 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,161,111 $29.6M 4.56% +1,152,761 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,004,361 $25.6M 0.01% -28,040 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 844,528 $21.5M 0.02% -64,918 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 779,053 $19.6M <0.01% +143,295 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 751,841 $19.2M 4.32% +187,621 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 607,138 $15.5M 0.04% +46,863 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 604,526 $15.4M 1.07% +16,921 13F-HR/A Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 588,788 $15M 10.86% 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 533,046 $13.6M 3.2% +10,795 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 532,119 $13.6M 0.04% +35,559 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 521,713 $13.3M 4.45% +14,081 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 469,311 $12M 0.66% +51,736 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 468,070 $11.9M <0.01% +56,646 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 457,087 $11.6M 0.02% new 13F-HR/A Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 412,000 $10.5M 0.49% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 406,878 $10.4M 0.15% -14,750 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 395,881 $10.1M 2.76% -42,112 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 393,654 $10M 0.01% -159,351 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 372,783 $9.5M 0.01% +39,338 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 352,937 $8.99M 0.35% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 345,063 $8.79M 0.57% +19,433 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 342,980 $8.74M 6.36% -4,818 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 340,956 $8.69M 0.87% -18,602 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 337,995 $8.61M 3.67% -188,804 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 331,628 $8.45M 0.54% -88,289 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 330,279 $8.42M 0.01% +35,113 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 327,107 $8.33M 2.75% +41,925 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 283,680 $7.25M 0.83% +30,457 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 284,137 $7.24M 0.05% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 273,529 $6.97M +30,815 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 270,217 $6.89M 0.01% -703,464 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 260,339 $6.63M 0.49% +25,071 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 253,247 $6.45M 0.16% +3,885 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 227,273 $5.79M 1.72% -20,844 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 205,619 $5.24M 1.04% +17,645 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 202,737 $5.17M 2.49% +11,562 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 199,413 $5.08M 0.04% 13F-HR/A Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 198,962 $5.07M 0.56% -132,322 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 196,493 $5.01M 0.16% +5,846 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 192,820 $4.91M 1.19% -11,400 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 189,138 $4.82M 0.29% -10,108 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 181,622 $4.63M 1.42% +2,892 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 174,570 $4.45M 0.69% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 169,670 $4.32M 0.44% +2,188 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 165,641 $4.22M 0.03% -23,638 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 150,320 $3.83M 0.75% -1,399 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 147,635 $3.76M 2.4% -308 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 143,101 $3.65M <0.01% +26,811 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 140,077 $3.57M 0.17% +1,985 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 135,000 $3.44M 0.08% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 134,889 $3.44M 2.86% +4,021 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 130,232 $3.32M 2.46% +4,411 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 129,435 $3.3M 1.68% +7,021 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 129,147 $3.29M 1.78% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 127,130 $3.24M 0.02% +19,705 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 122,404 $3.12M 0.27% -78,226 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 120,443 $3.07M <0.01% -73,597 13F-HR Timeline Group Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 119,386 $3.04M 3.04% 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 118,220 $3.01M 1.21% +854 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 118,181 $3.01M 0.45% -13,648 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 117,926 $3M 0.85% +5,249 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 117,697 $3M 0.02% +25,436 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 105,623 $2.69M 0.07% +2,559 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 104,911 $2.67M 0.3% +7,225 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. 100,104 $2.55M 0.05% +4,886 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 98,439 $2.51M 0.19% +3,446 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 97,341 $2.48M 1.08% +13,872 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 94,437 $2.41M <0.01% -4,184 13F-HR/A Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 92,331 $2.35M 0.16% +69,980 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 79,287 $2.23M 2.2% 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 86,523 $2.21M 0.3% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 84,602 $2.16M 0.04% +5,561 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 78,252 $1.99M 0.14% +1,282 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 76,716 $1.95M 0.12% +11,029 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 70,777 $1.8M <0.01% +20,973 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 63,764 $1.62M 0.02% +662 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 63,643 $1.62M 0.05% +1,450 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 61,661 $1.57M 0.13% +6,700 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 61,548 $1.57M 0.04% -13,408 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 60,586 $1.54M 0.15% -2,717 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 60,317 $1.54M +9,633 Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 57,826 $1.47M <0.01% -11,967 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 55,118 $1.4M -4,729 Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 53,314 $1.36M 1.18% +42,427 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 51,211 $1.3M 0.03% +13,792 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 50,779 $1.29M 1.19% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 49,890 $1.27M <0.01% -5,681 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 49,672 $1.27M 0.01% +14,372 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 49,153 $1.25M 0.72% +1,389 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 49,023 $1.25M 0.26% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 47,144 $1.2M 0.02% -818 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 46,724 $1.19M 0.31% -9,819 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 45,957 $1.17M 1% +12,495 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 43,519 $1.11M 0.07% +10,919 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 41,330 $1.05M 0.05% -2,894 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 41,107 $1.05M 0.04% -16,248 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 40,779 $1.04M 0.3% -4,653 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 40,326 $1.03M 0.01% +7,281 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,189 $999K 0.01% +4,813 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 39,112 $997K 0.92% +6,541 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 38,981 $993K 0.19% +7,007 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,598 $983K <0.01% +10,782 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 37,763 $962K 0.04% -3,051 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 37,525 $956K 0.36% -1,880 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36,697 $935K 0.01% -35,666 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,657 $909K <0.01% -3,073 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 35,195 $897K 0.05% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 34,185 $871K 0.02% -2,279 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 34,118 $869K 0.08% +21,505 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,579 $856K <0.01% +374 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,085 $843K <0.01% new 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 33,074 $843K 0.42% -100 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,442 $827K 0.07% -264 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 31,865 $812K 0.02% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 31,686 $807K 0.54% +718 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,268 $797K 0.01% -8,040 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 30,270 $771K 0.01% -4,969 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,670 $756K <0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 28,742 $732K 0.14% +418 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 27,346 $697K 0.04% -1,046 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,827 $684K <0.01% -1,989 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,283 $670K 0.01% +2,063 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 25,752 $656K 0.05% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 25,393 $647K 0.01% +28 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,140 $641K <0.01% -25,585 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 24,693 $629K 0.27% +58 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 24,490 $624K <0.01% 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 24,420 $622K 0.38% -68,586 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 22,502 $573K 0.11% -1,870 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,387 $570K <0.01% -13 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 21,117 $538K 0.07% -480 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 20,767 $529K 0.8% -12,183 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,587 $525K 0.01% +89 13F-HR Timeline Group Financial Management, Inc. More: the full row for Financial Management, Inc. 20,433 $521K 0.49% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 20,000 $510K 0.11% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 19,250 $490K 0.02% +530 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 19,008 $484K 0.34% +213 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,000 $484K <0.01% 0 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 18,446 $470K 0.13% -387 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,147 $462K 0.01% +2,792 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 18,054 $460K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 17,649 $450K 0.07% -282 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,900 $431K 0.03% +2,500 13F-HR/A Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 16,850 $429K 0.2% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 16,750 $427K 0.34% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,715 $425K 0.03% -630 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 16,509 $421K 0.05% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,285 $415K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,285 $415K 0.02% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,214 $413K 0.02% +925 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,761 $402K 0.12% -3,924 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,662 $399K 0.03% new 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 15,522 $396K 0.08% -34,426 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 14,111 $360K 0.03% -1,313 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 13,390 $341K 0.13% -4,671 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,333 $340K 0.06% -43,693 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,109 $334K 0.01% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 12,979 $331K 0.02% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,816 $327K <0.01% +1,932 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 12,681 $323K <0.01% -841 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 12,623 $322K 0.09% -2,769 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 12,511 $319K 0.24% -624 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,000 $306K 0.02% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,938 $304K 0.01% 0 13F-HR Timeline Group Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 11,589 $295K 0.17% +189 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 11,496 $293K 0.25% -14 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 11,277 $287K 0.11% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,209 $286K 0.03% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,946 $279K <0.01% new 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,850 $276K 0.02% -350 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,675 $272K <0.01% +485 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10,335 $263K 0.18% +2,032 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 10,318 $263K 0.03% +167 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,147 $259K 0.08% -1,048 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 10,074 $257K 0.14% -132 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,060 $256K <0.01% -16,256 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 9,951 $254K 0.14% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,784 $249K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,360 $238K <0.01% +238 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,990 $229K <0.01% 0 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 8,721 $222K 0.06% +39 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,450 $215K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,450 $215K <0.01% new 13F-HR/A Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 8,346 $213K 0.09% +67 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,326 $212K <0.01% new 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,300 $211K 0.02% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,134 $207K 0.02% +132 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,386 $163K <0.01% +5 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,088 $130K 0.06% new 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. 5,000 $127K <0.01% -5,000 13F-HR Timeline Group