LPL Financial LLC More: the full row for LPL Financial LLC 3,804,780 $22.1M 0.01% +330,144 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,464,758 $14.3M <0.01% +39,857 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,878,662 $10.9M 0.01% -13,621 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,258,278 $7.32M 0.16% +537,971 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,141,144 $6.64M 0.51% -3,100 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 841,675 $4.9M 0.05% -5,430 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 601,262 $3.5M 0.01% +27,661 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 554,382 $3.23M <0.01% +41,437 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/ 531,315 $3.09M <0.01% +23,911 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 527,685 $3.07M <0.01% +11,171 13F-HR/A Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 514,176 $2.99M 0.45% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 495,790 $2.89M 0.08% +49,929 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 460,823 $2.68M <0.01% +116 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 459,571 $2.67M 0.01% +1,487 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 457,149 $2.66M <0.01% +404,110 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 455,912 $2.65M <0.01% -1,508 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 400,000 $2.33M <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 397,426 $2.31M 0.19% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 379,728 $2.21M <0.01% +35,824 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 364,694 $2.12M 0.71% +4,185 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 358,969 $2.09M 0.02% +99,982 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 339,861 $1.98M 0.24% -178,781 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 318,939 $1.86M 0.01% +68,549 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 306,890 $1.79M <0.01% +69,237 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 244,838 $1.42M 0.13% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 211,300 $1.23M <0.01% +21,539 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 208,465 $1.21M 0.02% -1,118 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 204,703 $1.19M <0.01% +2,559 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 191,249 $1.11M <0.01% +1,287 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 179,301 $1.04M 0.01% -9,547 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 147,684 $860K <0.01% +9,474 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 121,605 $708K 0.01% +6,788 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 115,836 $674K 0.5% +3,000 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 114,937 $669K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 113,984 $663K 0.02% -7,494 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 112,532 $655K 0.09% -24,235 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 110,735 $644K +3,867 Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 105,780 $616K 0.12% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 99,274 $589K <0.01% -2,510 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 100,044 $582K 0.01% -2,010 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 95,927 $558K <0.01% -16,715 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 95,820 $558K 0.1% -1,356 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 95,533 $556K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 93,377 $543K +14,980 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 92,767 $540K <0.01% -99 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 92,692 $539K 0.03% +6,143 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 92,100 $536K 0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 89,087 $518K <0.01% +1,143 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 88,806 $517K 0.22% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 86,084 $501K 0.33% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 81,459 $474K <0.01% +3,514 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 81,363 $474K 0.01% +1,150 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 75,353 $439K 0.05% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 71,096 $414K <0.01% +308 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 64,836 $377K 0.03% +3,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 64,822 $377K <0.01% -158 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 63,099 $367K <0.01% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 60,770 $354K 0.03% -3,702 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,542 $347K <0.01% -6,398 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 57,639 $335K 0.08% -116 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 57,000 $332K 0.2% -5,000 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 52,810 $307K <0.01% 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 52,739 $307K 0.09% +34,188 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 47,974 $279K 0.01% +1,235 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 47,128 $274K 0.04% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 46,000 $268K <0.01% -220 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 45,156 $263K <0.01% +26,225 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 42,033 $245K 0.01% -44,382 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 41,224 $240K 0.03% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 39,468 $230K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 39,426 $229K <0.01% +50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 38,908 $226K <0.01% +33,506 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 37,574 $219K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 37,447 $217K 0.02% -1,629 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 35,102 $204K 0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,548 $189K <0.01% +2,000 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 32,542 $189K <0.01% +737 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,406 $189K <0.01% -4,300 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,486 $183K 0.01% +3,300 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 29,978 $174K 0.1% +234 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 29,580 $172K 0.06% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 29,319 $171K <0.01% -3,130 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 27,879 $162K 0.02% +651 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,160 $158K <0.01% -2,698 13F-HR Timeline Group Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 26,996 $157K 0.1% 0 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 26,873 $156K 0.02% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 26,748 $156K 0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 25,778 $150K <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,770 $150K <0.01% -1,136 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,675 $149K <0.01% -915 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 25,638 $149K 0.09% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 24,942 $145K 0.07% -91 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. 24,475 $142K <0.01% +135 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 24,230 $141K 0.02% +235 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 22,637 $132K 0.06% +10,135 13F-HR Timeline MOTCO More: the full row for MOTCO 22,318 $130K 0.01% -8,000 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 22,161 $129K 0.01% +2,020 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 21,842 $127K 0.02% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 21,080 $123K 0.06% +9,430 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,567 $120K <0.01% -75 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,302 $118K <0.01% -21,601 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 19,855 $116K 0.04% -16,855 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,295 $112K <0.01% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 19,285 $112K 0 Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 19,142 $111K 0.01% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 19,010 $111K 0.09% +318 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 18,747 $111K 0.06% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 19,000 $111K <0.01% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 18,624 $108K 0.06% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,317 $107K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,032 $105K 0.01% -2,646 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 18,021 $105K 0.01% +258 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,200 $100K <0.01% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,154 $99.8K 0.03% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 17,104 $99.5K 0.01% +5,308 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,873 $98.2K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 16,537 $96.2K <0.01% +16,536 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,347 $95.1K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,264 $94.7K <0.01% +2,200 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 15,896 $92.5K 0.04% +403 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,832 $92.1K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,731 $91.6K <0.01% -13,000 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 15,473 $90.1K <0.01% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,269 $88.9K 0.02% -6,282 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,222 $88.6K <0.01% +52 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,203 $88.5K <0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 15,129 $88K <0.01% -583 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,590 $84.9K 0.02% +317 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,053 $81.8K 0.03% -1,397 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,612 $79.2K <0.01% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,605 $79.2K <0.01% new 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13,530 $78.7K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,942 $75.3K <0.01% +55 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,802 $75K <0.01% 0 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 12,459 $71.8K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,297 $71.6K <0.01% 0 13F-HR/A Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,190 $70.9K <0.01% -9,715 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,813 $68.8K 0.01% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 11,749 $68.4K 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,476 $66.8K 0.01% +291 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 11,031 $65.5K 0.03% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,000 $64K <0.01% +300 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 11,014 $64K 0.05% +279 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,489 $61K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,151 $59.1K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,856 $57.4K <0.01% -14,858 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,562 $55.7K <0.01% -2,935 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,150 $53.6K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 7,400 $43.1K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 6,246 $36.4K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,000 $34.9K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,344 $31.1K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,280 $30.7K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,235 $30.5K 0.01% -1,700 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,100 $29.7K <0.01% -1,700 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,500 $26.2K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,147 $24.1K <0.01% +214 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,000 $23.3K <0.01% -411 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,917 $22.8K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,750 $20.7K 0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,804 $16.3K <0.01% -5,447 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 2,750 $16K <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,740 $15.9K 0.01% +69 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,727 $15.9K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,525 $14.7K 0.01% 0 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 2,200 $12.8K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,170 $12.6K <0.01% -330 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,000 $11.6K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,906 $11.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,902 $11.1K <0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,654 $9.63K <0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,500 $8.73K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,484 $8.64K <0.01% +37 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,371 $7.98K <0.01% -6,479 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,200 $6.98K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,166 $6.79K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,125 $6.55K <0.01% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,020 $5.94K <0.01% +26 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $5.82K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,000 $5.82K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 1,000 $5.82K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 902 $5.25K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 739 $4.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 648 $3.77K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 343 $2K <0.01% 0 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 303 $1.76K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 104 $605 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $582 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 81 $472 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 25 $146 <0.01% -5 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 22 $129 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.