WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,287,065 $759M 0.15% -8,039,578 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,200,024 $264M 0.02% -556,500 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,730,412 $70.7M 0.02% +37,118 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,486,349 $38.5M 0.01% +14,478 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,349,557 $35M 0.01% +117,092 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 978,681 $25.3M 3.22% +36,445 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 922,229 $23.9M 4.29% +244,436 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 903,864 $23.4M 1.3% -3,931 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 793,400 $20.5M 0.98% +123,344 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 772,753 $20M 0.01% +39,469 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 680,721 $17.6M 0.02% +359,906 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 670,554 $17.3M 0.11% +151,343 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 655,532 $17M 0.02% -69,052 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 649,406 $16.8M 0.01% +47,691 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 595,140 $15.4M <0.01% -49,691 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 592,500 $15.3M 0.2% +6,116 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 586,879 $15.2M 0.05% -20,846 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 562,450 $14.6M 0.04% -20,086 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 514,381 $13.3M 0.42% new 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 455,260 $11.8M 6.41% -10,062 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 438,859 $11.4M 0.01% +59,383 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 418,042 $10.8M 2.5% -28,703 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 413,620 $10.7M 4.61% +21,080 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 384,458 $9.98M 2.6% +130,834 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 349,731 $9.16M 1.23% -3,220 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 344,765 $8.93M 0.23% +332,644 13F-HR/A Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 334,080 $8.65M 1.23% +34,543 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 325,416 $8.43M 2.88% +3,795 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 314,048 $8.13M +73,918 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 290,528 $7.52M 0.03% -685,180 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 289,338 $7.49M 3.21% +5,294 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 276,608 $7.16M 0.31% +10,077 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 276,608 $7.16M 0.15% +11,615 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 274,358 $7.11M 1.54% +34,180 13F-HR Timeline Fortress Wealth Management, Inc. 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More: the full row for ARVEST INVESTMENTS, INC. 248,492 $6.44M 0.92% +1,820 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 243,859 $6.32M 0.24% +3,281 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 219,602 $5.69M 0.09% new 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 212,775 $5.51M 0.07% -1,950 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 160,694 $4.16M 1.32% -698 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 141,031 $3.65M 1.93% -1,019 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 140,132 $3.63M 0.31% -1,248 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 128,793 $3.34M 0.22% +7,331 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 128,155 $3.32M 0.03% +16,608 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 127,493 $3.3M 0.02% +8,034 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 137,877 $3.27M 0.46% +16,639 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 120,168 $3.11M 0.55% -5,406 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 114,834 $2.97M 0.19% +2,075 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 105,645 $2.74M 0.43% +21,244 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 101,892 $2.64M 0.77% -19,139 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 100,398 $2.6M 0.01% -4,452 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 99,294 $2.57M <0.01% +382 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 96,615 $2.5M 0.04% -39,092 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 96,568 $2.5M <0.01% -12,108 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 96,352 $2.5M <0.01% +6,986 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 95,693 $2.48M 0.33% -1,887 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 92,916 $2.41M 1.75% +8,617 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 92,754 $2.4M 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 87,654 $2.27M 0.05% -2,938 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 84,420 $2.19M 0.01% -10,575 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 83,424 $2.16M 0.15% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 81,955 $2.13M 0.23% +10,270 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 79,518 $2.06M 0.02% -9,587 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 76,849 $1.99M 1.7% +1,253 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 73,579 $1.91M 0.78% +863 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 72,625 $1.88M <0.01% +317 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 70,611 $1.83M 0.03% -7,287 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 67,008 $1.74M 0.01% -2,749 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 66,152 $1.71M 0.01% -6,014 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 65,400 $1.69M <0.01% +15,500 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 63,513 $1.65M <0.01% +193 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,444 $1.62M 0.01% +16,208 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 62,263 $1.61M 1.12% +9,777 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 60,899 $1.58M <0.01% +11,039 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 59,170 $1.53M 0.41% -3,335 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 58,214 $1.51M 0.22% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 57,192 $1.48M 0.33% -1,564 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 56,439 $1.46M 0.04% +42 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/ 55,978 $1.45M <0.01% +3,994 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 54,625 $1.41M 0.02% -9,649 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 53,195 $1.38M <0.01% -4,760 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 51,972 $1.35M 0.52% -13 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 50,376 $1.3M 0.19% +92 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 48,433 $1.29M 0.03% -1,075 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 48,542 $1.26M 0.83% +92 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 47,073 $1.22M 0.01% -4,551 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 46,851 $1.21M <0.01% +1,756 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 45,100 $1.17M 0.09% +38,626 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 45,050 $1.17M 0.01% -56,624 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 43,791 $1.13M 0.08% -2,331 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 40,088 $1.04M 0.07% -59,353 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 38,754 $1M 0.3% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 38,690 $1M 0.01% -2,250 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 38,341 $993K 0.05% -1,490 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 37,754 $989K 0.2% -1,966 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 36,947 $957K 0.06% -745 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 34,222 $886K 0.14% +50 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 32,963 $854K 0.09% +5,293 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 31,304 $811K 0.26% +659 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,071 $785K <0.01% -918 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 30,156 $781K 0.45% -264 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,740 $770K 0.03% +2,075 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 29,724 $770K 0.02% +11,620 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 29,605 $767K 0.07% +6,930 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 29,178 $756K 0.02% +969 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,249 $732K 0.02% -2,908 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 27,436 $711K 0.01% -3,985 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 $699K 0.02% -500 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,587 $689K 0.02% -3,354 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24,131 $625K 0.28% +4,009 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 23,997 $622K 0.12% -7,918 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,681 $613K 0.03% -784 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 23,086 $598K 0.23% -32 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 22,367 $581K 0.19% -2,578 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 22,225 $576K 0.12% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 21,810 $565K 0.42% +7,387 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,692 $562K 0.04% -267,784 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 21,447 $555K 0.84% -1,315 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 21,193 $549K 0.27% +43 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 20,575 $533K 0.07% -15 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,409 $529K 0.01% -1,933 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 20,075 $520K 0.14% -4,154 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 19,847 $514K 0.17% -1,218 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 19,431 $503K 0.05% -110 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,224 $498K 0.01% -1,954 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 19,211 $498K 0.12% -75 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,163 $496K <0.01% -76 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,760 $486K 0.01% +20 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 18,705 $484K 2.09% -12,478 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 18,021 $467K 0.45% +2,357 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,222 $446K 0.01% +1,093 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,767 $434K 0.01% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 16,087 $417K 0.19% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 15,642 $405K 0.11% -745 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,254 $395K 0.02% +2,014 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 14,922 $386K 0.11% -2,787 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 14,765 $382K 0.03% +181 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,518 $374K 0.16% 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 14,165 $367K 0.01% -11,258 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 13,785 $357K 0.11% new 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 13,664 $354K 0.28% -640 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,336 $345K 0.1% +273 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,705 $329K <0.01% -3,300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,659 $328K <0.01% +86 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,092 $313K 0.01% +293 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,986 $310K 0.05% -785 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,938 $309K <0.01% -226 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 11,841 $307K 0.08% -208 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,737 $304K <0.01% +312 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,702 $303K 0.01% +2,161 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,328 $293K 0.01% -1,158 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10,831 $281K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,756 $279K 0.01% -2,432 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,035 $260K 0.27% +12 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,001 $259K 0.01% +22 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,636 $250K <0.01% -71,562 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,501 $246K 0.01% -1,193 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,480 $246K 0.1% +624 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 9,348 $242K 0.13% +755 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,096 $236K 0.01% -19,404 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,971 $232K <0.01% -82 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,898 $230K 0.01% +27 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 8,780 $227K 0.15% -220 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,739 $226K 0.04% +147 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,717 $226K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,712 $226K <0.01% new 13F-HR Timeline Group BRIGHT FINANCIAL ADVISORS, INC. 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More: the full row for Geneos Wealth Management Inc. 3,325 $86.1K <0.01% -971 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,930 $75.9K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,825 $73.2K 0.02% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,694 $69.8K <0.01% -200 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,344 $60.7K <0.01% -664 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,285 $59.2K 0.02% +785 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,210 $57.3K <0.01% +8 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,109 $54.6K 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,004 $51.9K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $51.8K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,870 $48.4K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,807 $46.8K 0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,646 $42.6K <0.01% +449 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,591 $41.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,489 $38.6K <0.01% +4 13F-HR Timeline