LPL Financial LLC More: the full row for LPL Financial LLC 6,559,349 $143M 0.06% +1,033,980 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,705,266 $81M 0.02% +338,623 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,132,853 $68.5M +2,706,526 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,069,881 $67.1M 0.03% +659,083 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,406,024 $52.6M 0.42% +2,297,845 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 734,817 $16.1M 5.19% +81,448 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 692,936 $15.1M 0.04% +359,856 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 692,184 $15.1M 0.03% +116,610 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 684,753 $15M <0.01% +107,728 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 640,957 $14M 0.01% -37,478 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 581,137 $12.7M 0.02% +67,579 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 546,412 $11.9M 0.04% +55,467 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 417,159 $9.12M 4.15% +12,050 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 344,172 $7.52M 0.02% -56,921 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 328,493 $7.18M 1.3% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 328,493 $7.18M 0.82% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 296,207 $6.48M 0.19% +63,832 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 271,976 $6.25M 0.25% -10,672 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 267,031 $5.84M 0.2% +151,982 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 255,321 $5.58M 0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 252,611 $5.52M 0.02% +14,892 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 235,285 $5.14M 0.01% +204 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 217,863 $4.76M 0.15% +14,648 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 215,490 $4.71M 0.06% +206,793 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 189,144 $4.13M 0.01% +47,928 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 186,218 $4.07M 1.76% +12,836 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 171,881 $3.76M 0.05% -1,258 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 136,513 $2.98M 1.04% -10,248 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 133,568 $2.92M 0.03% +11,852 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 130,685 $2.86M 0.02% +39,012 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 130,082 $2.84M 0.2% +1,078 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 125,608 $2.75M 0.08% -34,925 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 122,396 $2.68M 0.03% +25,909 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 117,263 $2.56M 0.95% +42,700 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 112,658 $2.46M 0.06% +35,199 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 112,649 $2.46M +11,197 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 111,117 $2.43M 0.27% +35,486 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 103,142 $2.25M <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 102,136 $2.23M 0.07% +2,772 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 92,455 $2.12M 1.96% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 90,888 $2.11M 0.05% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 94,182 $2.06M 0.18% +16,465 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 92,421 $2.02M 1.73% -8,072 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 88,545 $1.94M 0.12% +20,567 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 86,487 $1.89M <0.01% -11,897 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 84,582 $1.85M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 84,413 $1.85M <0.01% +9,736 13F-HR/A Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 84,414 $1.85M 0.88% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 80,670 $1.76M 0.03% +52,875 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 79,798 $1.74M 0.02% +2,281 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 79,456 $1.74M 0.04% +49,575 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 75,081 $1.64M 0.06% +46,503 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 72,618 $1.59M 0.06% +9,916 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 72,252 $1.58M 0.01% +33,130 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 71,296 $1.56M 1.04% -124 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 67,969 $1.49M 0.11% +28,591 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 67,000 $1.46M 0.67% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 64,884 $1.42M 0.02% -3,177 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 59,788 $1.31M 0.17% +39 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 56,604 $1.24M 0.45% -263 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 54,720 $1.2M 0.91% +3,760 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 53,118 $1.16M 1.16% +7,651 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 51,249 $1.12M 0.4% +8,570 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 48,275 $1.06M 0.07% -16,000 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 47,128 $1.03M 1.82% +443 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 46,881 $1.02M 0.51% +8,175 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 45,750 $1M 0.09% -39,650 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45,052 $985K 0.01% +10,903 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 41,631 $910K 0.06% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 41,255 $902K 0.02% +5,614 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,207 $901K <0.01% new 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 40,629 $888K 0.01% +4,891 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 40,192 $842K 0.11% +6,927 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 38,409 $840K 0.24% +3,770 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 37,172 $813K 0.07% +3,170 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,904 $741K 0.06% +7,122 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33,660 $736K 0.01% -10,921 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 33,223 $726K 0.01% -2,086 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,960 $677K 0.03% +3,600 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 30,586 $669K 0.1% +667 13F-HR/A Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 30,472 $666K 0.55% +15,274 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 26,750 $585K 0.23% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 25,679 $561K 0.33% +8,227 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,371 $555K 0.02% +3,092 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,564 $537K <0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 24,261 $530K 0.21% +559 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,671 $517K <0.01% +6,662 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 23,425 $512K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 23,092 $505K 0.03% +2,355 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,739 $497K <0.01% new 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 21,919 $479K 0.3% +4,279 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 21,637 $473K 0.03% +129 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,473 $469K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 21,473 $469K <0.01% new 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 21,342 $467K 0.34% +4,160 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 19,850 $434K 0.08% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 19,546 $427K 0.07% +229 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,215 $420K <0.01% +186 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 19,180 $419K 0.21% +4,818 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,940 $414K 0.02% +3,487 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 18,863 $412K 0.17% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 17,763 $388K 0.1% +949 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,420 $381K 0.01% -15,610 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,091 $374K <0.01% +3,731 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 16,716 $365K 0.23% +1,742 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,582 $362K <0.01% +11,003 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,152 $353K 0.01% -790 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,984 $349K 0.01% +4,107 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 15,955 $349K 0.06% +1,932 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,735 $344K 0.01% +3,917 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 15,570 $341K 0.09% +900 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,431 $337K 0.01% +335 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,024 $328K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,636 $320K 0.01% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,632 $320K <0.01% +791 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 13,930 $305K 0.09% -1,164 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,660 $299K 0.01% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 13,290 $291K 0.04% +152 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,244 $290K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,664 $277K 0.01% +253 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,374 $270K 0.02% +1,849 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,117 $265K 0.01% +862 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,918 $261K <0.01% -545 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,750 $257K 0.16% +983 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,153 $244K 0.19% +1,527 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,378 $227K 0.11% +231 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,481 $226K <0.01% 0 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,319 $226K 0.01% +355 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,262 $224K 0.05% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 10,121 $221K <0.01% -25,691 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,985 $218K 0.01% +200 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,695 $206K 0.11% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,353 $204K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,298 $203K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,144 $200K <0.01% -23,985 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 8,000 $176K 0.04% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7,662 $167K 0.02% +2,164 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,682 $124K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,083 $111K <0.01% -4,637 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,653 $79.9K 0.07% +1,020 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,409 $74.5K <0.01% -3,300 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,700 $59K 0.01% +500 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,071 $45.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,900 $41.5K <0.01% -903 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,719 $37.6K <0.01% +534 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,636 $35K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,245 $27.2K <0.01% -920 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 913 $20K <0.01% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 863 $18.9K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 798 $17.4K <0.01% +467 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 550 $12K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 398 $8.7K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 271 $5.92K <0.01% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 197 $4.31K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 138 $3.02K <0.01% +10 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 110 $2.41K <0.01% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 14 $307 <0.01% +4 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/ 1 $22 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -14,384 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.