MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 730,677 $96M 0.01% -94,128 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 685,271 $90M 0.04% -28,725 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 447,862 $58.8M 0.17% +10,746 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 434,022 $57M 0.01% +14,617 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 264,212 $34.7M 0.01% -1,677 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 229,951 $30.2M 0.1% +112,072 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 194,542 $25.6M 0.01% -6,527 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 190,933 $25.1M 0.04% -2,457 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 183,084 $24.1M 0.02% -2,534 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 158,701 $20.9M 0.04% +9,054 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/ 149,950 $19.7M <0.01% -1,656 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 119,821 $15.7M 0.3% -18,235 13F-HR Timeline CX Institutional More: the full row for CX Institutional 93,971 $12.3M 0.47% +35,892 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 72,689 $9.55M 0.02% -3,233 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 57,087 $7.5M 3.27% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 54,436 $7.15M <0.01% -243 13F-HR/A Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 46,097 $6.06M 0.08% +3,154 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 41,809 $5.49M 0.04% -4,646 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 41,170 $5.41M 0.17% -46,177 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 34,634 $4.55M 0.03% -12,617 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 34,436 $4.52M 0.21% +27,990 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,164 $4.23M 0.13% -314 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31,681 $4.16M <0.01% +1,407 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,988 $4.07M +3,099 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 30,929 $4.07M <0.01% -1,189 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,355 $3.6M 0.01% +6,367 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 23,639 $3.11M 0.21% -12,862 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 23,298 $3.06M 0.17% new 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 22,768 $2.99M 0.59% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,745 $2.99M 0.09% -1,484 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 21,193 $2.78M 0.07% -1,910 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,860 $2.74M 0.08% -3,908 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 20,178 $2.65M 0.35% -2,072 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,479 $2.56M 0.02% -456 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 18,772 $2.47M 2.11% -2,256 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,296 $2.4M 0.01% -2,858 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,265 $2.4M 0.01% -397 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 17,711 $2.33M 0.91% -3,868 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,531 $2.3M <0.01% -12,754 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,334 $2.28M -1,220 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,522 $2.04M 0.03% +10,698 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 15,276 $2.01M 0.37% -2,232 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,854 $1.95M 0.06% -1,368 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,783 $1.94M 0.03% -1,537 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 15,400 $1.94M 0.1% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 15,087 $1.9M 0.36% +10,058 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,944 $1.83M 0.04% -1,222 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,838 $1.71M 0.13% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,693 $1.67M <0.01% -37,649 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,947 $1.57M <0.01% -1,409 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,855 $1.56M <0.01% -47 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,345 $1.49M 0.11% +1,610 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 11,252 $1.48M 0.99% +3 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,047 $1.45M <0.01% +1,727 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,780 $1.42M 0.38% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,551 $1.39M 0.01% +2 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,517 $1.38M 0.02% +169 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,370 $1.36M 0.12% +10,360 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,131 $1.33M 0.71% -250 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,672 $1.27M 0.13% -435 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,497 $1.26M 0.03% +807 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,528 $1.25M +550 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,294 $1.22M 0.01% +2 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,886 $1.17M <0.01% +150 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,855 $1.16M 0.02% +6,627 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,732 $1.15M 0.02% -7 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,485 $1.11M <0.01% new 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 7,870 $1.03M 0.51% -35 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,530 $990K 0.09% -42 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,441 $978K <0.01% -12,211 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,293 $958K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,234 $951K 0.03% -369 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,090 $932K 0.4% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,865 $902K <0.01% +1 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,672 $877K 0.05% -675 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 6,662 $875K <0.01% -113 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,605 $868K 0.4% -455 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 6,475 $851K 0.15% -226 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,466 $849K 0.2% -24 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,393 $840K 0.06% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,124 $805K <0.01% +4,940 13F-HR/A Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,849 $769K 0.07% -19 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,838 $767K 0.03% -148 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,684 $747K 0.03% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,629 $740K <0.01% -259 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,453 $717K 0.01% +354 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,177 $680K 0.02% +933 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,174 $680K 0.03% -34 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,875 $674K 0.12% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,047 $663K <0.01% -580 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. 4,989 $656K 0.01% -2,957 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,925 $647K 0.02% +562 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,801 $631K 0.29% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,557 $600K 0.02% -41 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,435 $583K 0.06% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,348 $578K 0.08% -6 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,390 $577K 0.07% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,235 $557K 0.13% -103 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,198 $552K 0.23% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,119 $541K 0.11% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,083 $537K 0.01% +1,705 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,803 $518K 0.02% -26 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,921 $515K 0.28% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,821 $502K <0.01% +91 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,785 $497K 0.12% -97 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,761 $494K <0.01% -468 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,669 $482K 0.04% -309 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,649 $479K <0.01% -90 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,612 $475K 0.03% -22 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,589 $472K 0.13% -34 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,480 $457K 0.12% +617 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 3,421 $449K 0.45% -110 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,357 $441K 0.03% -337 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,340 $439K 0.01% +231 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,340 $439K <0.01% 0 13F-HR/A Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,304 $434K 0.06% +860 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,253 $427K 0.2% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,089 $406K 0.02% -1,463 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 3,042 $400K 0.06% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,962 $389K 0.08% -1 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,669 $386K <0.01% 0 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,937 $385K <0.01% new 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 2,884 $379K 0.2% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,859 $376K <0.01% +333 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,856 $375K <0.01% -419 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,854 $375K 0.03% +1 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,845 $374K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,770 $364K 0.04% +17 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,623 $345K 0.1% -53 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,552 $335K 0.01% -186 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,525 $332K <0.01% -639 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,489 $327K 0.27% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,448 $322K 0.07% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,374 $312K <0.01% -310 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,357 $310K 0.02% -1,049 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,331 $306K 0.1% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,304 $303K <0.01% -3,200 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,258 $297K <0.01% +109 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,212 $291K 0.07% +41 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,209 $290K 0.08% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,166 $285K 0.01% -100 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,123 $279K <0.01% +249 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,063 $271K 0.14% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,029 $267K <0.01% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,000 $263K 0.03% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,000 $263K 0.16% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,000 $263K 0.12% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,975 $260K 0.04% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,922 $253K 0.19% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,896 $249K 0.03% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 1,596 $246K 0.23% 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 1,872 $246K 0.1% 0 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 1,860 $244K 0.14% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,828 $241K 0.02% +156 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,829 $240K 0.12% +16 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,820 $239K <0.01% new 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,800 $219K 0.11% -1,800 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,654 $217K 0.01% -300 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,585 $208K 0.01% -219 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,575 $207K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,563 $205K <0.01% 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. 1,354 $178K <0.01% -135 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,338 $176K 0.04% -1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,209 $159K 0.02% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,000 $131K 0.13% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 960 $126K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 699 $91.8K 0.07% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 527 $72.9K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 543 $71.3K 0.02% -108 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 525 $69K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for RICHARDS, MERRILL & PETERSON, INC. 200 $26.3K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 174 $22.9K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 161 $21.2K <0.01% -100 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 121 $15.9K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 116 $15.2K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. 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