LPL Financial LLC More: the full row for LPL Financial LLC 4,368,708 $26.6M 0.01% +563,928 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,318,599 $14.1M <0.01% -146,159 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,487,634 $9.06M 0.01% -391,028 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,280,478 $7.8M 0.15% +22,200 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,120,694 $6.83M 0.48% -20,450 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 $5.13M 0.05% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 666,980 $4.06M <0.01% +65,718 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 635,163 $3.87M <0.01% +80,781 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 635,125 $3.87M <0.01% +179,213 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/ 631,227 $3.84M <0.01% +99,912 13F-HR/A Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 526,088 $3.2M 0.08% +30,298 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 517,506 $3.15M <0.01% -10,179 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 514,176 $3.13M 0.44% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 477,114 $2.91M <0.01% +19,965 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 471,769 $2.87M 0.02% +112,800 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 464,171 $2.83M <0.01% +3,348 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 462,353 $2.82M 0.01% +2,782 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 397,426 $2.33M 0.19% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 364,559 $2.22M <0.01% -15,169 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 364,162 $2.22M 0.65% -532 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 311,706 $1.9M 0.01% -7,233 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 303,274 $1.85M <0.01% -3,616 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 287,451 $1.75M +194,074 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 286,510 $1.74M 0.19% -53,351 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 244,838 $1.49M 0.14% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 224,540 $1.37M <0.01% +13,240 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 224,673 $1.37M <0.01% +19,970 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 208,981 $1.27M 0.02% +516 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 201,653 $1.23M <0.01% +142,111 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 173,647 $1.06M 0.01% -5,654 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 150,691 $918K <0.01% +3,007 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 139,196 $848K 0.95% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 116,629 $710K 0.02% +2,645 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 114,884 $700K 0.01% -6,721 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 113,836 $693K 0.47% -2,000 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 113,218 $689K 0.01% +2,483 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 108,835 $662K <0.01% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 108,342 $660K 0.08% -4,190 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 105,780 $644K 0.1% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 98,037 $597K 0.01% -2,007 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 95,533 $582K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 94,010 $573K 0.03% +1,318 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 93,931 $572K 0.1% -1,889 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 93,234 $568K <0.01% +28,412 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 91,380 $557K <0.01% -4,547 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 90,885 $553K <0.01% -1,882 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 89,499 $545K <0.01% +412 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 88,806 $541K 0.2% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 86,084 $524K 0.3% 0 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 82,453 $502K 0.01% +1,090 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 82,438 $502K <0.01% +979 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 81,693 $498K <0.01% +10,597 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 80,755 $490K <0.01% -18,519 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 75,353 $463K 0.05% 0 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 71,611 $436K 0.01% -43,326 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 64,836 $395K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 63,100 $384K <0.01% +1 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 59,544 $363K 0.03% -1,226 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 57,518 $350K 0.08% -121 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 57,000 $347K 0.18% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 52,810 $322K <0.01% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 49,139 $299K 0.01% +1,165 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 47,128 $287K 0.04% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 43,347 $264K <0.01% +10,805 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 41,224 $251K 0.03% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 39,468 $240K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 39,426 $240K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 38,918 $237K <0.01% +10 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 37,574 $229K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 37,447 $228K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,013 $219K <0.01% +8,853 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 31,944 $195K 0.1% +1,966 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,486 $192K 0.01% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 31,219 $190K 0.06% -21,520 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,272 $178K <0.01% -15,884 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 27,879 $170K 0.02% 0 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 26,996 $164K 0.1% 0 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 26,916 $164K <0.01% +2,441 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 26,748 $163K 0.01% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 25,638 $156K 0.08% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,349 $154K <0.01% -421 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 24,702 $150K 0.06% -240 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 24,380 $148K 0.07% +3,300 13F-HR Timeline 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 24,213 $147K 0.02% -17 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 23,183 $141K 0.06% +546 13F-HR Timeline MOTCO More: the full row for MOTCO 22,318 $136K 0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 21,842 $133K 0.02% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,955 $128K <0.01% +388 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,302 $124K <0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,756 $120K 0.01% +1,724 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 19,310 $118K 0.08% +300 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,295 $118K <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 $117K 0 Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 19,142 $117K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 19,000 $116K <0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 18,747 $114K 0.06% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 18,631 $113K 0.03% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 18,624 $113K 0.06% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 18,265 $111K 0.01% +244 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,298 $105K <0.01% -8,377 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,200 $105K <0.01% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,195 $105K 0.03% +41 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,873 $103K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 16,537 $101K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,347 $99.6K 0.01% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 16,277 $99.1K 0.04% +381 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,076 $97.9K <0.01% -16,330 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,880 $96.7K 0.01% +48 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,860 $96.6K <0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,819 $96.3K 0.01% -1,285 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,731 $95.8K <0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 15,473 $94.2K <0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 15,420 $93.9K <0.01% +291 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,298 $93.2K 0.02% +29 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,271 $93K <0.01% +49 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,203 $92.6K <0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,959 $91.1K <0.01% +1,354 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,589 $88.8K 0.02% -1 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,150 $86.2K 0.02% +97 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,584 $82.7K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13,530 $82.4K 0.03% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 13,494 $82.2K 0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,190 $80.3K <0.01% +1,000 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 13,099 $79.8K <0.01% +640 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,994 $79.1K <0.01% +52 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,808 $78K <0.01% +6 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,297 $74.9K <0.01% 0 13F-HR/A Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,240 $74.5K <0.01% -4,024 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,813 $71.9K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,751 $71.6K 0.01% +275 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 11,749 $71.6K 0.05% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 11,446 $69.7K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,175 $68.1K <0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,000 $67K <0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,489 $63.9K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,151 $61.8K <0.01% 0 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,000 $60.9K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,000 $60.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,562 $58.2K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,150 $56.2K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,400 $51.2K <0.01% +3,900 13F-HR/A Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 7,400 $45.1K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,000 $36.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,658 $34.5K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,344 $32.5K <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 $32.2K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,100 $31.1K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,247 $25.9K <0.01% +100 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,000 $24.4K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,917 $23.9K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,800 $23.1K <0.01% 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,600 $21.9K 0.01% -1,635 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,806 $17.1K <0.01% +66 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,793 $17K <0.01% +66 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,750 $16.7K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,525 $15.4K 0.01% 0 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 2,200 $13.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,170 $13.2K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,948 $11.9K <0.01% +46 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,906 $11.6K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,654 $10.1K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,520 $9.26K <0.01% +36 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,500 $9.13K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,371 $8.35K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,200 $7.31K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,196 $7.28K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,166 $7.1K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,125 $6.85K <0.01% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,044 $6.36K <0.01% +24 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $6.09K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,000 $6.09K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 796 $4.85K <0.01% +493 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 739 $4.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 648 $3.95K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 500 $3.04K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 400 $2.44K <0.01% -1,600 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 343 $2.09K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 327 $1.99K <0.01% +246 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) 253 $1.54K <0.01% +228 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 104 $624 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $615 <0.01% 0 13F-HR Timeline