MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 751,811 $121M 0.01% -33,229 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 703,148 $113M 0.03% +31,745 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 441,557 $70.9M 0.17% -1,805 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 419,350 $67.4M 0.01% -7,735 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 243,524 $39.1M 0.01% -24,636 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 231,988 $37.3M 0.01% -5,817 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 192,639 $30.9M 0.04% +573 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 173,866 $27.9M 0.02% -2,833 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/ 150,704 $24.2M <0.01% -3,373 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 148,110 $23.8M 0.04% +2,464 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 111,657 $17.9M 0.27% -4,567 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 108,191 $17.4M 0.05% +39,264 13F-HR Timeline CX Institutional More: the full row for CX Institutional 105,040 $16.9M 0.51% -9,944 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 99,456 $16M 0.02% +20,747 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 63,089 $10.1M 0.11% +1,775 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 62,085 $9.97M <0.01% +8,590 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 43,593 $7M 0.39% +598 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 41,475 $6.66M 0.18% +94 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 40,261 $6.47M 0.04% -673 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,591 $6.04M <0.01% +2,870 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,470 $5.77M 0.01% +2,264 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,672 $5.57M -1,376 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,974 $5.3M <0.01% +4,839 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 30,292 $4.87M 0.12% -1,045 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 29,493 $4.74M 2.32% +1,777 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 28,049 $4.51M <0.01% +5,399 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,263 $4.22M 0.1% -2,997 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 24,678 $3.96M 0.61% +52 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 24,555 $3.94M 0.45% +4,438 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,892 $3.52M 0.01% -10,724 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,978 $3.37M 0.09% -184 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,779 $3.34M 0.02% +105 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,029 $3.22M 0.17% -1,434 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,058 $3.2M <0.01% +4,554 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 19,569 $3.14M 2.32% +163 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,207 $3.09M 0.02% -230 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 18,432 $2.96M 0.06% -19,590 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,303 $2.94M 0.01% +64 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,860 $2.87M -1,421 Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 15,622 $2.51M 0.83% -626 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,400 $2.47M 0.09% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,351 $2.31M 0.06% -372 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 14,323 $2.3M 1.48% -1,889 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,185 $2.28M 0.09% -698 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,859 $2.23M 0.03% +367 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,443 $2M 0.04% -350 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 12,254 $1.97M 1.61% +8,232 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,802 $1.9M 0.03% +11,384 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,704 $1.88M 0.04% +4,547 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,427 $1.84M <0.01% +222 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,392 $1.83M <0.01% +119 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,126 $1.79M 0.01% +633 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,085 $1.78M 0.11% -10 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,780 $1.73M 0.38% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 10,276 $1.65M 1.45% 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 10,238 $1.64M 0.95% +6 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,217 $1.64M 0.71% +119 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,520 $1.53M 0.06% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,465 $1.52M 0.12% -4,398 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,415 $1.51M <0.01% -1,878 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,382 $1.51M 0.01% +84 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,369 $1.51M 0.01% -1,002 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,824 $1.42M <0.01% -98 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,751 $1.41M 0.39% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,402 $1.35M 0.02% -313 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,395 $1.35M 0.05% +5,885 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,035 $1.29M 0.11% -534 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,991 $1.28M 0.03% -332 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 7,891 $1.27M 0.2% -3,114 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 7,816 $1.26M 0.12% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,771 $1.25M 0.07% -4,774 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,507 $1.21M 0.09% -48 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,384 $1.19M 0.22% -392 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,032 $1.13M 0.42% -129 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,982 $1.12M 0.03% -72 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,667 $1.07M <0.01% +3 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 6,647 $1.07M <0.01% +54 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,054 $973K 0.13% +88 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 5,939 $954K 0.07% +409 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,860 $941K 0.35% -545 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,754 $924K 0.08% -68 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,621 $903K 0.04% -150 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,564 $894K <0.01% +517 13F-HR/A Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,553 $892K 0.16% -105 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,362 $861K 0.02% +265 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,331 $857K <0.01% -727 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,293 $850K <0.01% -122 13F-HR/A Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,242 $842K 0.07% new 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. 5,153 $828K 0.02% +183 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,136 $825K <0.01% +4,947 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,103 $820K 0.49% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,101 $820K <0.01% +1,103 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,093 $818K <0.01% -341 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,029 $808K 0.24% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,956 $796K 0.02% -211 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,875 $783K 0.13% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,839 $777K 0.02% -10 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,796 $771K 0.03% -697 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,509 $726K 0.02% -48 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,436 $713K 0.27% -365 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,435 $713K 0.07% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,348 $700K 0.07% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,258 $684K 0.08% +954 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,055 $651K 0.22% -143 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,968 $638K <0.01% -472 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,929 $631K 0.03% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,904 $627K 0.11% +129 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,808 $624K 0.02% +3 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,863 $621K 0.03% -873 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,729 $599K <0.01% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 3,669 $589K <0.01% +528 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,453 $555K <0.01% +434 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,629 $542K 0.04% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,362 $540K 0.1% -757 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,216 $517K <0.01% +1,146 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,184 $512K 0.02% -169 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,253 $510K 0.2% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,102 $498K <0.01% -42 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,020 $485K <0.01% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,962 $476K 0.08% 0 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 2,846 $457K 0.2% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,845 $457K 0.03% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,718 $437K <0.01% -573 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,717 $437K 0.13% -31 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,702 $434K 0.04% -44 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,623 $421K 0.09% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,606 $419K 0.08% +42 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,543 $409K <0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,515 $404K 0.01% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,509 $403K 0.05% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,489 $400K 0.29% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,425 $390K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,411 $387K 0.01% +5 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,338 $376K <0.01% -1,002 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,331 $374K 0.1% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,306 $370K <0.01% +383 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,248 $361K 0.06% +2 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,209 $355K 0.08% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,167 $348K <0.01% +50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,166 $348K 0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,059 $331K 0.02% +231 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,029 $327K <0.01% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,016 $324K 0.11% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,000 $321K 0.12% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,000 $321K 0.03% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,975 $317K 0.05% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,971 $317K 0.12% -92 13F-HR/A Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,896 $305K 0.03% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,865 $300K 0.13% +4 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 1,860 $299K 0.15% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,822 $293K <0.01% +1 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,800 $291K 0.13% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,810 $291K <0.01% -29 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,781 $286K 0.01% +70 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,690 $272K 0.04% +95 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,618 $260K <0.01% +21 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,575 $253K <0.01% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,488 $239K 0.13% -512 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,423 $229K 0.07% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,377 $221K 0.15% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,373 $221K <0.01% -153 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,353 $217K 0.17% -2 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,280 $206K <0.01% +1 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,217 $195K 0.04% +10 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,209 $194K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,083 $174K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 975 $157K 0.01% +47 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 699 $112K 0.07% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 688 $111K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $80.3K 0.02% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 435 $69.9K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 425 $68.3K <0.01% -100 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 403 $64.6K 0.06% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 390 $62.7K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 345 $55.4K <0.01% -9 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 325 $52.2K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 305 $49K 0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 291 $46.8K 0.01% -33 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 282 $45.3K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 266 $42.7K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 225 $36.1K <0.01% +64 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 209 $33.6K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 174 $28K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 130 $20.9K <0.01% -18 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 116 $18.6K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 104 $16.7K <0.01% 0 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 100 $15.6K 0.02% 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 50 $8.03K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 46 $7.39K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 87 $7.24K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 35 $5.62K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 33 $5.29K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14 $2.25K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $1.61K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8 $1.29K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.