LPL Financial LLC More: the full row for LPL Financial LLC 2,309,345 $114M 0.03% +429,176 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/ 1,786,695 $88.4M 0.01% +21,762 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,773,801 $87.8M 0.01% +29,534 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,576,188 $78M 14.53% +17,794 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,111,955 $55M 0.06% +54,949 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 767,900 $38M 0.01% +379,324 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 672,838 $33.3M 0.05% +48,616 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 573,737 $28.4M 0.01% +112,957 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 573,200 $28.4M 0.01% +320,439 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 499,826 $24.8M 0.05% -139,316 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 403,928 $20M 9.2% +26,134 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 372,133 $18.4M 0.03% +73,380 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 291,031 $14.4M <0.01% +123,712 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 267,037 $13.2M 0.8% +21,693 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 245,175 $12.1M 0.02% +55,986 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 234,287 $11.6M 2.01% +94,810 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 230,472 $11.4M 1.18% +8,004 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 172,938 $9.14M 0.06% +26,388 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 183,474 $9.08M 0.04% +1,976 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 176,383 $8.73M 0.18% +5,104 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 175,490 $8.68M 0.7% +17,408 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 162,869 $8.06M 0.01% -8,494 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 161,711 $8M <0.01% -15,264 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 159,132 $7.88M <0.01% +56,499 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 146,666 $7.26M +57,025 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 140,611 $6.96M 0.01% +56,696 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 128,694 $6.37M 1.16% +15,614 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 125,107 $6.19M 0.59% +34,080 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 124,768 $6.17M 0.75% +7,082 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 124,768 $6.17M 0.45% +7,082 13F-HR Timeline Group Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 123,607 $6.12M 7.54% +18,647 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 118,976 $5.9M 0.06% +77,550 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 119,193 $5.9M 0.99% +87,906 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 103,041 $4.94M 0.96% -2,232 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 97,966 $4.85M 0.87% +12,696 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 96,719 $4.79M 0.02% +4,108 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 88,673 $4.39M 2.45% +2,619 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 83,261 $4.12M 2.99% +16,172 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 73,083 $4.04M 0.86% +12,394 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 72,501 $3.82M 2.17% +55,379 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 76,444 $3.78M <0.01% +44,582 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 70,763 $3.5M 1.05% +2,707 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 67,944 $3.36M 1.14% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 66,028 $3.27M +11,259 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,861 $3.26M 0.02% +9,436 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 64,057 $3.17M 3.2% +39,830 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 62,954 $3.12M <0.01% new 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 61,857 $3.06M 2.27% +1,029 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 60,005 $2.97M 0.21% +8,340 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 58,750 $2.91M 0.48% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 58,077 $2.87M 0.01% +6,792 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 56,499 $2.8M 0.26% +6,846 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 54,922 $2.73M 0.59% -1,965 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 54,912 $2.72M 0.02% +43,479 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 52,720 $2.61M 0.04% -765 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 51,367 $2.54M 0.26% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 51,349 $2.54M 0.04% -96 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 46,584 $2.54M 0.17% +912 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51,156 $2.53M 0.15% +176 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 46,717 $2.31M 1.18% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 45,059 $2.23M 0.46% +6,408 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,919 $2.15M 0.15% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 42,804 $2.12M 0.13% +7,744 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 41,529 $2.06M 0.12% +12,133 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 40,758 $2.02M 0.12% +6,405 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,446 $2M 0.01% +8,282 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 39,995 $1.98M 0.82% -2,354 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 37,099 $1.84M 0.13% -15,513 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 36,660 $1.81M 0.09% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 36,026 $1.78M 0.13% +23,566 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 35,808 $1.77M 0.23% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 34,315 $1.7M 0.13% +32,664 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 33,708 $1.67M 0.08% +2,234 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 32,801 $1.62M 0.18% +17,196 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 31,970 $1.58M 0.36% +2,019 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 31,113 $1.54M 0.11% +7,006 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30,895 $1.53M 0.05% +11,592 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 30,880 $1.53M 0.6% +6,093 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 29,921 $1.48M 0.05% +5,386 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 28,765 $1.42M 0.29% +24,973 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 28,763 $1.42M 0.51% +11,452 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 28,152 $1.39M 0.02% +11,196 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 27,200 $1.35M 0.1% -14,350 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,773 $1.32M <0.01% +6,206 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 26,601 $1.32M 0.03% +1,873 13F-HR Timeline Group GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 26,375 $1.31M 1.48% -250 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 25,921 $1.28M new Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 25,717 $1.27M 0.23% +100 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 25,157 $1.25M 0.96% -1,152 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 24,573 $1.22M 0.66% +275 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 23,904 $1.18M 0.67% +10,137 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 23,650 $1.17M 0.67% -5,197 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,644 $1.17M 0.04% +6,506 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 23,321 $1.15M 0.19% +4,118 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,938 $1.14M 0.04% +6,908 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,695 $1.1M <0.01% +17,244 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 21,610 $1.07M 0.11% new 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 21,353 $1.06M 1.4% +1,731 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 21,343 $1.06M 0.19% +16,030 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,911 $1.03M 0.02% +3,209 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 20,275 $1M 0.15% +4,117 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 20,025 $991K 0.35% +5,975 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 20,020 $991K 0.11% +2,630 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 20,000 $990K 0.23% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,786 $979K <0.01% +341 13F-HR Timeline Group PMG Family Office LLC More: the full row for PMG Family Office LLC 19,101 $945K 1.06% +9,445 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 18,607 $921K 0.07% +1,157 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 18,553 $918K 1.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,336 $907K 0.05% +306 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,278 $905K <0.01% -22,244 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 18,168 $899K 0.33% +1,102 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 17,719 $877K 0.26% new 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 17,639 $873K 0.64% +442 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,447 $863K 0.03% -1,468 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,061 $844K <0.01% +1,278 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,827 $833K <0.01% +5,291 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,650 $824K 0.02% +4,685 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 16,204 $802K 0.45% -739 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,175 $801K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,096 $797K <0.01% +3,769 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 15,750 $779K 0.18% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,500 $767K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,197 $752K 0.02% -1,494 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 14,816 $733K 0.16% +3,937 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,640 $725K 0.02% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,450 $715K 0.04% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,387 $712K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,223 $704K <0.01% +5,913 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,007 $693K 0.02% +832 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,879 $687K <0.01% +1,978 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. 13,248 $656K 0.01% -509 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 13,181 $652K 0.49% -31 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 13,083 $647K 0.35% +1,601 13F-HR/A Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 13,082 $647K 0.43% +60 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,050 $646K 0.12% +50 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,879 $637K 0.11% +4,407 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,751 $631K 0.02% +2,390 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,642 $626K 0.02% +760 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 12,272 $607K <0.01% +2,509 13F-HR Timeline Group Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 12,200 $604K 0.33% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 11,974 $593K 0.02% +313 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 11,956 $592K 0.03% +2,169 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,454 $567K 0.01% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 11,301 $559K 0.2% +3,233 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,868 $538K 0.25% +3,108 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,842 $537K -7,329 Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 10,784 $534K 0.45% +3,555 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,507 $520K 0.01% +982 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,479 $519K 0.08% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,462 $518K <0.01% new 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,094 $500K 0.26% -913 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,033 $466K 0.04% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 9,233 $457K 0.18% +1,070 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 8,985 $445K 0.12% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,974 $444K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,913 $441K 0.06% +4,077 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,794 $435K 0.29% +1,435 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,742 $434K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,502 $421K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,208 $406K 0.01% +3,114 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,188 $405K 0.1% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,655 $405K 0.29% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,951 $393K 0.09% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,687 $380K 0.15% +637 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,543 $373K <0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,531 $373K 0.02% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,400 $366K <0.01% +1,000 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,300 $361K 0.24% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,050 $349K <0.01% +1,000 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,787 $335K 0.02% +1,630 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 6,640 $329K 0.09% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,392 $316K 0.01% +1,450 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,290 $311K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,267 $310K 0.01% +2,177 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,257 $310K 0.06% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 6,200 $307K 0.05% new 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,079 $301K 0.11% -46 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,050 $299K 0.01% +1,050 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 6,000 $297K 0.18% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,961 $295K <0.01% +1,018 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,879 $291K 0.01% +1,164 13F-HR Timeline Eldridge Investment Advisors, Inc. 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