MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 553,776 $114M 0.01% +34,142 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 471,068 $96.9M 0.02% +50,391 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 380,713 $78.3M 0.02% +107,963 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/ 370,838 $76.2M 0.01% -8,229 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 232,088 $47.7M 0.03% +21,283 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 202,440 $45.3M 0.06% +3,465 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 219,174 $45.1M +10,667 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 185,256 $38.1M 0.42% -9,361 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 176,276 $36.2M 0.07% +35,985 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 166,391 $34.2M 0.19% -4,333 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 152,578 $31.4M 0.07% +16,997 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 275,242 $31.2M 2.86% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 140,485 $28.9M 6.8% -10,775 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 132,689 $27.3M 0.01% +4,351 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,070 $20M 0.03% -33 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 91,325 $18.8M 8.87% -12,062 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 87,812 $18.1M 0.6% -4,969 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 83,463 $17.2M 4.61% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 82,519 $17M 0.03% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 82,245 $16.9M 0.02% +14,053 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 76,208 $15.7M <0.01% +29,739 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 72,392 $14.9M 3.84% -1,619 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 71,648 $14.7M 0.64% -7,956 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 68,110 $14M 0.01% -9,620 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 67,195 $13.8M 0.02% -99 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 64,867 $13.3M 0.57% -17,781 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 58,478 $12M 5.76% -8,782 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 58,035 $11.9M 0.01% +20,347 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 47,429 $9.75M 4.27% +2,409 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 47,349 $9.73M 2.05% -1,387 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 46,321 $9.52M -16,300 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 45,699 $9.4M <0.01% +1,808 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 45,110 $9.27M 3% -976 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 43,383 $8.92M 0.34% -2,242 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 43,219 $8.89M 2.93% -15,692 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 42,215 $8.68M 0.15% +13,388 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,499 $8.33M 0.02% +5,256 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 39,975 $8.22M 0.3% +8,373 13F-HR Timeline Castellan Group More: the full row for Castellan Group 37,983 $7.81M 0.99% -4,527 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 35,862 $7.37M 0.01% -3,219 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,590 $7.11M 0.01% +5,057 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 33,128 $6.81M 1.5% +192 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 32,228 $6.63M +2,127 Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 27,763 $5.71M 1.5% +1,142 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 26,807 $5.51M 4.3% -3,387 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,347 $5.42M <0.01% +1,273 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,471 $4.62M 0.01% +4,292 13F-HR Timeline Group Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 21,457 $4.41M 2.56% 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 19,022 $3.91M 2.48% -2,968 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 18,855 $3.88M 0.72% -881 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 18,511 $3.8M 0.53% -69 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,033 $3.71M <0.01% +5,586 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,436 $3.38M 0.04% +672 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,885 $3.27M 0.01% +5,860 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,147 $3.11M <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,563 $2.99M <0.01% +5,142 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 14,289 $2.94M 1.15% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 13,169 $2.71M 0.5% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,728 $2.62M <0.01% new 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,121 $2.49M 0.31% -11,970 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,133 $2.29M 0.03% +120 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,706 $2M 0.57% +74 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,315 $1.92M 0.02% +51 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,706 $1.79M <0.01% -199 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,566 $1.76M 0.01% -200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,455 $1.74M 0.04% +6,243 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,564 $1.56M 0.02% +1,101 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,540 $1.55M 0.02% +1,207 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,326 $1.51M 0.11% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,321 $1.51M 0.02% +4,592 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,201 $1.48M 0.04% -551 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,994 $1.44M 0.02% -227 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 6,942 $1.43M 0.64% -339 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,450 $1.33M 0.02% +3,292 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,308 $1.3M <0.01% +1,346 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,225 $1.28M 0.01% -675 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,488 $1.13M 0.34% +446 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,347 $1.1M 0.32% -285 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,270 $1.08M 0.01% +1,949 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,145 $1.06M 0.04% 0 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 5,070 $1.04M 0.58% -731 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,057 $1.04M 0.36% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 4,766 $980K 0.68% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,550 $935K <0.01% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,408 $906K 0.14% +1,710 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,152 $854K 0.02% +488 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,090 $841K 0.2% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,977 $818K 0.01% +423 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,745 $770K 0.75% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,676 $756K 0.02% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,799 $751K 0.04% -649 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,565 $733K 0.01% 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,559 $732K <0.01% -50 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,504 $720K 0.08% -20 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,403 $700K 0.43% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,367 $692K 0.01% +200 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,300 $678K 0.12% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,286 $676K 0.23% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,260 $670K 0.01% +298 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,213 $661K 0.01% +274 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,190 $655K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,125 $642K 0.04% +725 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,035 $624K 0.07% -80 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,012 $619K <0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,010 $619K 0.03% +90 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,990 $615K <0.01% 0 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,982 $613K 0.23% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,965 $610K 0.16% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,934 $603K 0.17% +14 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,808 $577K 0.01% +327 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,600 $541K 0.19% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,623 $539K <0.01% +1,344 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,450 $504K <0.01% +249 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,425 $499K 0.48% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,385 $490K 0.17% +973 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,375 $488K 0.03% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,361 $485K <0.01% +292 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,270 $467K 0.14% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,266 $466K <0.01% new 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,225 $457K 0.15% new 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,156 $443K 0.02% -215 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 2,137 $439K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,137 $439K 0.32% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,050 $421K 0.03% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,041 $420K 0.1% -161 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,039 $419K 0.15% -2,039 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,021 $416K <0.01% -238 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,930 $397K 0.03% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,899 $390K <0.01% +1,738 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 1,882 $387K 0.06% +17 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,834 $377K 0.02% -95 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,822 $375K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,797 $369K 0.01% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,746 $359K 0.16% -612 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,738 $357K 0.01% +65 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,720 $354K 0.14% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,698 $349K 0.01% +65 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,690 $347K 0.18% +228 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,675 $344K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,630 $335K 0.01% -11 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,591 $327K 0.33% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,536 $326K 0.02% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,558 $320K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,540 $317K 0.05% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,521 $313K <0.01% -183 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,487 $306K 0.1% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,372 $300K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,420 $292K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,419 $292K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,417 $291K 0.01% new 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,416 $291K 0.04% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,413 $291K 0.12% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,372 $283K <0.01% -717 13F-HR/A Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,375 $283K 0.02% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,371 $282K 0.05% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,363 $280K 0.01% +70 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,298 $267K 0.04% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,289 $265K <0.01% -336 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,284 $264K 0.08% 0 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,261 $259K 0.04% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,044 $255K 0.13% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,193 $245K <0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,046 $244K 0.01% -164 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,178 $242K <0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,163 $239K 0.07% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,163 $239K 0.06% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,139 $234K 0.04% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,110 $228K 0.05% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,108 $228K <0.01% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,070 $220K 0.09% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,057 $217K 0.01% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,050 $216K 0.04% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,009 $208K <0.01% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,000 $206K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,000 $206K 0.08% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 999 $205K <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 988 $203K <0.01% new 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 987 $203K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 980 $201K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 936 $192K <0.01% -200 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 802 $165K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 786 $162K <0.01% +363 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 740 $152K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 736 $151K <0.01% +327 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 687 $141K 0.07% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 677 $139K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 650 $134K <0.01% +145 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 618 $127K <0.01% +490 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 561 $115K 0.02% +167 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 391 $80.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 360 $74K <0.01% +160 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 328 $67K 0.04% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 320 $65.8K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 315 $64.8K 0.07% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 296 $60.9K <0.01% -71 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 253 $52K 0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 227 $46.7K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 215 $44.2K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,820 $42.1K <0.01% -496 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 200 $41.1K <0.01% 0 13F-HR Timeline Group