AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,463,266 $344M 0.08% +7,440,824 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 9,229,681 $336M 0.02% +24,388 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,191,224 $334M 0.21% +2,231,082 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,947,566 $180M 0.05% +1,090,826 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,432,732 $125M 0.02% +1,627,937 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,506,777 $91.2M 0.03% +395,156 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,324,110 $84.6M 0.15% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,304,251 $83.8M 0.11% +908,056 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,869,943 $68.1M 0.1% -256,625 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,803,707 $65.6M 1.82% +6,132 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,644,381 $59.8M 0.07% +593,910 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,613,828 $58.7M 0.02% +131,380 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,600,341 $58.2M +233,819 Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,126,815 $41M 8.59% +44,582 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 769,214 $28M 5.31% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 747,907 $27.2M 7.24% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 741,020 $27M 0.07% +110,906 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 726,258 $26.4M 1.27% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 634,400 $23.1M 0.03% +555,300 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 629,198 $22.9M 3.06% +61,560 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 608,154 $22.1M <0.01% +405,259 13F-HR/A Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 559,672 $20.4M 5.67% +55,025 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 539,497 $19.6M 2.81% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 535,961 $19.5M <0.01% +316,162 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 527,627 $19.2M 7.06% -98,126 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/ 490,056 $17.8M <0.01% +328,134 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 466,681 $17M 0.04% +128,076 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 358,133 $13M 0.09% +43,771 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 376,439 $12.9M 2.93% +13,456 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 353,556 $12.9M 1.62% -85,215 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 316,345 $11.5M 0.02% +107,453 13F-HR Timeline Group Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 298,119 $10.8M 2.78% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 291,455 $10.6M 0.03% +290,564 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 283,664 $10.3M 0.46% +52,053 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 277,941 $10.1M 0.05% +28,838 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 255,206 $9.28M <0.01% +44 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 245,070 $8.92M <0.01% +46,231 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 240,065 $8.73M 4.39% -3,214 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 234,659 $8.54M 0.07% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 232,416 $8.51M 3.31% +84,284 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 233,039 $8.48M <0.01% +188,990 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 214,840 $7.82M 0.32% +30,915 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 201,104 $7.32M 0.15% +12,079 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 192,230 $6.99M 0.03% +6,183 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 190,501 $6.93M 3.79% +12,809 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 176,088 $6.41M 0.49% +11,913 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 173,464 $6.31M 0.34% +12,864 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 164,491 $6.18M 0.01% +150,428 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 169,128 $6.15M 3.29% +7,335 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 167,874 $6.11M 3.29% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 149,430 $5.44M 0.03% +11,597 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 142,743 $5.35M 1.29% +32 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 144,425 $5.25M 0.01% +75,579 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 141,713 $5.16M 0.03% +41,757 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 122,195 $4.45M 3.73% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 116,045 $4.22M 0.14% +6,212 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 112,271 $4.08M 1.06% +5,971 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 109,076 $3.97M 1.99% -4,741 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 108,680 $3.95M 0.46% +3,422 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 104,460 $3.8M <0.01% new 13F-HR/A Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 100,093 $3.64M 0.69% +27,159 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 99,067 $3.6M 0.17% -4,533 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 98,766 $3.59M 1% +33,806 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 95,201 $3.46M 0.03% +66,555 13F-HR Timeline Group FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 88,440 $3.22M 2.09% +199 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 85,259 $3.1M 0.41% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 84,065 $3.06M <0.01% -26,053 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 83,031 $3.02M 0.03% +81,071 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 79,008 $2.87M 0.13% +4,387 13F-HR Timeline MOTCO More: the full row for MOTCO 77,901 $2.83M 0.26% +7,368 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 74,546 $2.71M <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,799 $2.61M 0.03% +5,205 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 71,561 $2.6M 0.03% -110,152 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 70,449 $2.56M 0.68% new 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 68,991 $2.51M 0.47% +10,484 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 67,791 $2.47M 0.02% 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 67,675 $2.46M 0.01% +20 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 64,701 $2.35M 1.32% -2,108 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,959 $2.33M 0.01% +19,648 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 60,750 $2.21M 0.45% +7,365 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 58,902 $2.14M 0.62% +3,694 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 58,864 $2.14M 1.89% 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 56,880 $2.13M 0.36% +1,746 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. 57,900 $2.11M 0.04% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 56,585 $2.06M <0.01% +26,535 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 55,370 $2.01M 1% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 53,968 $1.96M 0.04% +2,492 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,284 $1.94M 0.01% +7,790 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 53,149 $1.93M 1.72% +13,342 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 51,309 $1.87M 1.38% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 50,750 $1.85M 0.03% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 50,566 $1.84M 1.08% +6,963 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46,342 $1.69M 0.11% +4,068 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 45,164 $1.64M 0.35% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 43,621 $1.59M 0.5% +4,388 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,472 $1.58M <0.01% +10,032 13F-HR Timeline Group Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 42,540 $1.55M 0.98% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 41,775 $1.52M 0.05% +22,222 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 40,765 $1.48M 0.06% +864 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 40,374 $1.47M 0.03% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 39,927 $1.45M 0.13% +1,496 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 37,622 $1.37M -6,712 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 35,630 $1.3M 0.07% +897 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 34,869 $1.27M 0.03% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 33,956 $1.24M 1.06% +11,789 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 32,889 $1.2M 0.37% +26,478 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,055 $1.13M 0.03% +28,009 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 30,712 $1.12M 0.01% -27,550 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 30,448 $1.11M 0.23% -2,566 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 29,649 $1.08M 0.06% +12,166 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 28,986 $1.05M 0.42% +544 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 28,729 $1.05M 0.06% +21,562 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 28,346 $1.03M 0.02% +19,888 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 24,716 $899K 0.02% +71 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 23,003 $837K 0.06% +1,136 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,525 $809K 0.05% +59 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 21,626 $787K 0.04% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,834 $722K <0.01% +13,609 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 19,319 $703K 0.04% +6,752 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,303 $666K 0.02% -19,435 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,450 $635K <0.01% -2,694 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 17,253 $628K 0.15% -299 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 17,245 $627K 0.01% +7,846 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,702 $608K 0.01% +8,542 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,546 $602K 0.07% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 16,482 $600K 0.2% +44 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,141 $587K <0.01% -2,102 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,863 $577K 0.01% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 15,507 $564K 0.2% -196 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,662 $533K 0.03% +2,653 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,612 $532K <0.01% +1,841 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 14,448 $526K 0.01% +3,280 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,078 $512K 0.35% +5,139 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13,612 $495K 0.49% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,560 $493K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,280 $483K 0.01% +7,916 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,791 $458K 0.01% +25 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,947 $435K 0.06% +57 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,831 $430K 0.02% -105 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,609 $422K 0.22% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,446 $416K 0.01% +651 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 11,428 $416K 0.07% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,172 $406K 0.01% +239 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,148 $406K 0.08% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,967 $399K 0.11% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 10,902 $397K 0.08% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,840 $394K 0.02% +125 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,647 $387K 0.07% +3,642 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,033 $365K 0.08% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,904 $360K <0.01% -1,266 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,659 $351K 0.01% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,613 $350K <0.01% new 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,415 $343K 0.06% +174 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,290 $338K 0.01% +6 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 9,077 $330K 0.28% -11 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,015 $328K 0.01% +2,539 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,875 $323K 0.02% -3,520 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 8,747 $318K 0.03% -312 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 8,495 $309K 0.31% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,146 $296K 0.01% +24 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,123 $296K <0.01% -9,446 13F-HR/A Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,111 $295K 0.01% +1,943 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,093 $294K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,000 $291K 0.2% new 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,711 $281K 0.12% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,521 $274K 0.02% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,258 $264K 0.2% -11 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 7,126 $259K 0.12% -89 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,086 $258K <0.01% +246 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,014 $255K <0.01% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,839 $249K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,618 $249K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,762 $246K <0.01% +19 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,633 $241K <0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,500 $236K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,267 $228K 0.02% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,927 $216K 0.04% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,892 $214K 0.01% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,844 $213K 0.06% +17 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,830 $212K <0.01% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,825 $212K 0.01% new 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 5,726 $208K 0.21% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,655 $206K <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,646 $205K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. 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