WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20,930,912 $753M 0.15% +17,498,180 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,190,309 $438M 0.1% +2,727,043 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,035,544 $397M 0.24% +1,844,320 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 9,798,559 $352M 0.02% +568,878 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,772,737 $208M 0.06% +825,171 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,377,018 $121M 0.04% +870,241 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,171,245 $114M 0.16% +866,994 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,043,214 $73.5M 0.08% +398,833 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,993,267 $71.7M +392,926 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,980,313 $71.2M 0.1% +110,370 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,839,476 $66.2M 1.74% +35,769 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,811,446 $65.1M 0.02% +197,618 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,315,744 $47.3M <0.01% +707,590 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,299,753 $46.7M 10.11% +172,938 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,226,135 $44.1M 7.03% +1,216,720 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,179,653 $42.4M 2% +453,395 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,064,458 $38.3M 0.01% +528,497 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 894,618 $32.2M 4.16% +265,420 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 845,581 $30.4M 0.08% +104,561 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 769,031 $27.7M 5.23% -183 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 761,568 $27.4M 7.31% +13,661 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/ 631,531 $22.7M <0.01% +141,475 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 601,489 $21.6M 5.72% +41,817 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 567,987 $20.4M <0.01% +334,948 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 551,758 $19.8M 2.81% +12,261 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 536,815 $19.3M 2.98% new 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 529,507 $19M 4.59% +231,388 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 469,913 $16.9M 0.04% +3,232 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 426,130 $15.3M 4.5% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 416,026 $15.1M 0.1% +57,893 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 395,554 $14.2M 4.97% +163,138 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 391,156 $14.1M 0.1% +156,497 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 403,770 $13.8M 3.05% +27,331 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 365,387 $13.1M 0.06% +87,446 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 362,813 $13M 0.02% +46,468 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 356,471 $12.8M 1.56% +2,915 13F-HR Timeline 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 312,508 $11.2M <0.01% +67,438 13F-HR Timeline Group Serenity Investment Advisors More: the full row for Serenity Investment Advisors 286,056 $11.2M 5.25% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 309,865 $11.1M 0.47% +95,025 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 295,304 $10.6M 0.03% +3,849 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 286,522 $10.3M 0.46% +2,858 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 289,907 $10.1M <0.01% +34,701 13F-HR/A Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 272,493 $9.8M 3.53% -255,134 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 253,814 $9.13M 0.3% +137,769 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 219,777 $7.9M 4.42% +51,903 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 200,103 $7.2M 0.14% -1,001 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 197,202 $7.09M 0.03% +4,972 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 194,021 $6.98M 0.01% +49,596 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 192,645 $6.93M 3.72% +2,144 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 187,972 $6.79M 0.03% +46,259 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 182,654 $6.57M 0.34% +9,190 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 180,422 $6.49M 3.35% +11,294 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 173,874 $6.25M 0.01% +89,809 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 162,747 $5.93M 0.01% -1,744 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 162,771 $5.85M 1.61% +64,005 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 155,636 $5.6M 0.03% +6,206 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 146,441 $5.27M 0.04% +51,240 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 143,186 $5.2M 0.05% +60,155 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 136,466 $4.91M 0.38% -39,622 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 122,857 $4.42M 0.49% +14,177 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 121,875 $4.38M 3.56% -320 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 116,408 $4.19M 2.15% +7,332 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 115,765 $4.16M +78,143 Timeline LongView Wealth Management More: the full row for LongView Wealth Management 108,265 $4.09M 1.03% -34,478 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 113,326 $4.08M 0.53% new 13F-HR Timeline MOTCO More: the full row for MOTCO 109,509 $3.94M 0.36% +31,608 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 105,658 $3.8M 0.08% +100,003 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 103,390 $3.72M 0.18% +4,323 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 103,231 $3.71M 0.67% +3,138 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 96,598 $3.47M 1.51% +41,228 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 92,107 $3.31M 0.62% +23,116 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 90,684 $3.26M 0.07% +74,821 13F-HR/A Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 88,552 $3.18M 2.12% +112 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,205 $3.06M 0.01% +21,246 13F-HR/A Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 82,683 $2.97M 0.31% -2,576 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 76,070 $2.89M 1.63% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,074 $2.84M <0.01% +35,602 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 78,946 $2.84M 0.02% +11,155 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 75,692 $2.72M 0.82% +5,243 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 74,616 $2.68M 0.02% +2,817 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 74,407 $2.68M 0.85% +30,786 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 74,315 $2.67M 1.41% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 71,270 $2.56M 0.03% -291 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. 70,525 $2.54M 0.05% +12,625 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 70,514 $2.54M 0.74% +11,612 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 64,682 $2.33M 0.11% -14,326 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 64,135 $2.31M 1.91% +10,986 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 63,333 $2.28M 0.45% +18,169 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 63,175 $2.27M 1.55% +11,866 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 61,316 $2.2M 0.7% new 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 61,018 $2.19M 1.9% +2,154 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 60,448 $2.17M 1.24% -4,253 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 58,530 $2.1M 0.01% +5,246 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 57,753 $2.08M 0.05% +22,884 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 57,268 $2.06M 0.02% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 57,260 $2.06M 0.77% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 55,626 $2M 0.04% +1,658 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 50,750 $1.95M 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 54,068 $1.94M 0.12% +7,726 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 53,797 $1.93M 0.37% -6,953 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 47,286 $1.7M 0.03% +38,271 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 46,761 $1.68M 0.03% new 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 46,369 $1.67M 0.86% -4,197 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 45,141 $1.62M <0.01% -22,534 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 44,711 $1.61M 1.04% +2,171 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 41,888 $1.51M 0.3% -14,992 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 40,526 $1.46M 0.46% +7,637 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 39,850 $1.43M 0.13% -77 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 38,841 $1.4M 0.18% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 38,495 $1.38M 0.08% +8,846 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 37,407 $1.35M 1.13% +3,451 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,002 $1.29M <0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 35,267 $1.27M 0.06% -363 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 35,143 $1.26M 0.26% +4,695 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 34,542 $1.24M 0.03% +6,196 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 32,043 $1.15M 0.24% +21,141 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 29,558 $1.06M 0.43% +572 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 27,925 $1M 0.06% -804 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 27,195 $978K 0.03% -14,580 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,424 $914K 0.02% -5,631 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25,154 $905K 0.06% +2,151 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 24,899 $895K 0.02% +183 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,144 $832K 0.04% +3,825 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 22,641 $814K 0.04% +1,015 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 22,197 $798K 0.05% +672 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 21,798 $784K 0.76% +13,303 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,375 $769K 0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,010 $756K <0.01% +6,398 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,995 $755K 0.01% +4,293 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 20,882 $751K 0.01% +3,637 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 19,382 $746K 0.06% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,333 $731K <0.01% +13,247 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,375 $697K 0.08% +13,108 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,204 $691K <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,970 $682K 0.03% +4,308 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,199 $618K <0.01% +1,058 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,865 $606K 0.01% +3,585 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,546 $595K 0.07% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 16,527 $594K 0.2% +45 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 16,425 $591K 0.24% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 16,234 $584K 0.57% +2,622 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 15,659 $563K 0.27% +152 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,461 $556K 0.13% -1,792 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,161 $545K 0.01% +713 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,861 $534K 0.03% +1,301 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,850 $534K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,703 $529K <0.01% -2,747 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,120 $508K 0.36% +42 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,739 $494K 0.03% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,165 $473K 0.08% +2,518 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 13,080 $470K 0.23% +1,471 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 12,930 $465K 0.07% +1,502 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,537 $451K 0.22% +1,570 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,651 $442K 0.03% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,977 $431K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,973 $431K 0.06% +26 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,420 $411K 0.01% -26 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,296 $406K 0.01% -1,495 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,190 $402K 0.08% +42 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,077 $398K 0.01% new 13F-HR/A Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 11,030 $397K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,000 $396K 0.02% +160 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,910 $392K 0.01% new 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 10,033 $361K 0.08% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,934 $357K <0.01% +30 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,789 $352K 0.01% +3,897 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,659 $347K 0.01% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,613 $346K <0.01% 0 13F-HR Timeline Group Traynor Capital Management, Inc. 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More: the full row for Vise Technologies, Inc. 6,839 $249K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,618 $240K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,656 $239K <0.01% -13,178 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,507 $234K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,500 $234K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,339 $228K <0.01% -423 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,307 $227K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,270 $225K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,236 $224K 0.03% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,087 $219K <0.01% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,927 $213K 0.04% 0 13F-HR Timeline