WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 36,948,435 $884M 0.21% +2,326,568 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,688,203 $184M 0.01% -78,825 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,291,015 $54.8M 0.02% -469,483 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,963,530 $47M 6.59% +66,282 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,560,883 $37.4M 0.01% -60,681 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,247,495 $29.9M 0.01% -32,374 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 902,478 $21.6M 3.15% -11,857 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 850,853 $20.4M 1.38% +33,089 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 787,110 $18.8M 0.01% 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 757,528 $18.1M 0.03% +25,009 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 556,954 $13.3M 3.51% -173,707 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 518,265 $12.4M 0.05% +23,072 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 511,909 $12.2M 0.19% +63,070 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 512,692 $12.1M 7.87% +9,579 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 500,394 $12M 0.03% -64,963 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 485,989 $11.6M 0.01% +55,101 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 485,385 $11.6M 0.04% +67,992 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 470,684 $11.3M <0.01% -141,378 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 369,604 $9.18M 1.4% +360,473 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 378,752 $9.06M 0.49% -9,743 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 366,476 $8.77M 5.08% +14,600 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 343,534 $8.22M 0.1% +155,380 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 330,986 $7.92M 0.02% -44,280 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 329,829 $7.89M +34,247 Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 325,814 $7.8M 1.25% -12,032 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 300,506 $7.19M 3.49% new 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 297,505 $7.12M 3.64% +5,198 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 292,793 $7.01M 3.07% -7,305 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 289,921 $6.94M 0.16% +2,096 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 265,589 $6.36M 0.61% -319,392 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 257,562 $6.16M 0.03% +9,168 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 259,430 $5.91M 2.86% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 231,429 $5.54M 0.26% +34,523 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 231,071 $5.53M 0.27% +24,252 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 230,234 $5.51M 0.14% +28,621 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 228,593 $5.47M 1.12% -11,029 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 211,124 $5.05M 0.01% +78,845 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 201,314 $4.82M 1.62% -38,196 13F-HR/A Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 201,226 $4.82M 1.42% +21,569 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 179,755 $4.3M 0.07% -7,830 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 170,045 $4.07M 0.95% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 150,095 $3.59M 2.07% -165 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 142,408 $3.41M 0.04% -5,934 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 142,068 $3.4M 0.01% -57,637 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 137,159 $3.28M 1.21% -32,170 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 138,898 $3.23M 2.66% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 132,981 $3.18M 0.34% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 127,504 $3.07M 0.43% -10,373 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 127,562 $3.05M <0.01% -17,724 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 127,263 $3.05M 0.58% 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 125,022 $2.99M 0.94% +8,195 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 122,663 $2.94M 0.23% +10,034 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 120,396 $2.88M <0.01% +43,646 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 112,367 $2.69M 0.03% +2,082 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 112,367 $2.69M 0.03% +2,082 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 111,905 $2.68M 1% +39,861 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 108,490 $2.6M 0.07% -44,739 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 107,449 $2.57M 0.03% -1,510 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 103,521 $2.48M 0.36% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 98,188 $2.35M 0.01% +72,094 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 97,113 $2.32M <0.01% new 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 97,097 $2.32M 1.93% -220 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 96,816 $2.32M 0.08% -3,095 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 95,992 $2.3M 0.17% +5,605 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 94,575 $2.26M 0.02% -15,639 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 92,390 $2.21M 0.03% -30,899 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 92,277 $2.21M 0.06% -12,760 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 89,879 $2.15M <0.01% +45,053 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 85,901 $2.06M <0.01% -41,642 13F-HR Timeline Group CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 82,837 $1.98M 1.87% +2,334 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 80,430 $1.92M 1.05% -115,537 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 80,065 $1.92M 0.01% -766 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 79,201 $1.9M 0.04% +1,739 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 73,513 $1.76M 0.61% -2,675 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 71,246 $1.7M 0.03% -13,286 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 69,324 $1.66M 0.01% -5,492 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 65,000 $1.56M 0.5% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 64,836 $1.55M 0.01% -3,236 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 63,390 $1.52M 0.01% +720 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 63,010 $1.51M 2.22% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 55,323 $1.39M 0.04% -1,060 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 57,918 $1.39M 0.64% +21,386 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 57,187 $1.37M 0.34% -4,665 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 56,229 $1.35M 1.25% +3,039 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 55,075 $1.32M 0.09% -100,510 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 55,039 $1.32M 0.65% -211 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 48,825 $1.21M 0.2% -4,003 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 49,512 $1.18M 0.11% -2,950 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 49,274 $1.18M 0.06% +4,610 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 46,174 $1.18M 0.28% -18,749 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 47,824 $1.14M 0.82% -4,405 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 46,825 $1.12M 0.07% -4,039 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 46,400 $1.11M <0.01% +35,605 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 46,209 $1.11M <0.01% -2,750 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 44,000 $1.05M 0.2% +35,164 13F-HR/A Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 43,562 $1.04M 1% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 42,196 $1.01M 0.25% -2,535 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 41,847 $1M <0.01% -104,544 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 38,922 $931K 0.17% -559 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 38,734 $927K 0.64% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 35,698 $854K 0.01% -4,368 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 35,305 $845K 0.05% -7,482 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 35,294 $845K 0.22% -1,261 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,007 $838K <0.01% new 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 34,788 $832K 0.01% +1,491 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 33,876 $811K 0.05% +772 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 33,646 $805K 0.65% 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 32,729 $783K 0.45% -723 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 32,371 $781K 0.34% -5,970 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 31,860 $762K 0.33% -5,290 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 29,680 $710K 0.01% -2,099 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 28,221 $681K 0.38% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 27,921 $668K 0.01% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 27,308 $653K 0.01% new 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 27,000 $646K 0.04% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 25,410 $608K 0.08% -602 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 25,158 $602K 0.02% +471 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 24,812 $594K 0.23% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 23,923 $572K 0.1% +448 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 23,443 $561K 0.98% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 23,191 $555K 0.15% -1,552 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 22,885 $548K 0.13% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 22,355 $535K 0.54% -335 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 22,180 $531K 0.21% +5,933 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,110 $529K 0.02% +3,947 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 21,500 $514K 0.29% -1,627 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 20,508 $509K 0.25% -440 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 21,247 $508K 0.22% -1,045 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 21,247 $508K 0.19% +29 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 20,933 $501K 0.02% -84 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19,607 $489K 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 20,360 $487K 0.02% +6,292 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,139 $482K 0.01% +943 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 19,805 $474K <0.01% +446 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,566 $468K 0.01% +756 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,320 $462K <0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 19,137 $458K 0.05% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,005 $455K 0.01% -3,000 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,514 $443K 0.02% +263 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,448 $441K 0.01% -98 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,798 $426K 0.01% -5,872 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,592 $421K 0.01% -1,196 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,103 $409K 0.02% +1,673 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,789 $402K 0.04% +12 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 16,675 $399K 0.01% -4,611 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 15,055 $360K 0.12% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,868 $356K <0.01% -4,276 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 14,402 $345K 0.1% +27 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,389 $344K 0.01% -3,962 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,220 $340K 0.01% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 13,987 $335K 0.38% +213 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 13,730 $331K 0.18% new 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 13,805 $330K 0.23% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,799 $330K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,319 $319K 0.02% -6,515 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 13,209 $316K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,101 $300K 0.04% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,868 $284K 0.01% -841 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,834 $283K 0.01% +204 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 11,503 $275K <0.01% +488 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,491 $275K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 11,470 $274K 0.06% +765 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,275 $270K 0.01% -2,867 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,919 $261K 0.17% +205 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,851 $260K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10,831 $259K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 10,580 $253K 0.09% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,544 $252K <0.01% -7,301 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 10,216 $244K 0.12% -1,243 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,121 $242K 0.02% -5,075 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,820 $235K 0.02% -106 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9,802 $235K 0.22% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,793 $234K <0.01% +941 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 9,714 $232K 0.03% +232 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,583 $229K 0.04% -1,549 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 9,535 $228K 0.12% +587 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,183 $220K 0.01% -711 13F-HR/A Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 9,144 $219K 0.04% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,902 $213K <0.01% -321 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,763 $210K 0.01% -1,200 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,601 $206K 0.12% +10 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,160 $173K 0.06% +4,977 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,192 $172K 0.01% +300 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,206 $149K <0.01% -1,640 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,050 $145K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,699 $136K <0.01% -1,108 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,827 $116K <0.01% -650 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,394 $81.2K <0.01% -2,267 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,129 $74.9K 0.07% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,985 $71.4K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,655 $65.6K <0.01% +2,623 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,673 $64K <0.01% +21 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,491 $59.6K 0.02% -1,485 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,019 $50.2K 0.02% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,076 $49.7K <0.01% +211 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,064 $49.4K 0.02% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,031 $48.6K <0.01% -2,214 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,005 $48K 0.01% -173 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $47.9K 0.02% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,923 $46K 0.01% +8 13F-HR Timeline