LPL Financial LLC More: the full row for LPL Financial LLC 5,085,055 $254M 0.07% +802,099 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/ 2,957,052 $148M 0.01% +523,224 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,317,249 $116M 21.61% +45,937 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,087,531 $104M 0.11% +86,602 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,715,514 $85.8M 0.02% +1,054,994 13F-HR/A Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,599,317 $80M 7.58% +262,596 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,205,058 $60.3M 0.02% +749,357 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 909,777 $45.8M 12.69% +38,055 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 887,498 $44.4M 14.54% +23,953 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 778,945 $39M -162,894 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 763,843 $38.2M 0.05% +552,961 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 600,462 $30M 0.63% +477,717 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 582,931 $29.1M 0.5% +326,488 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 575,284 $28.8M 0.04% +29,360 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 431,589 $21.6M 1.53% +23,043 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 424,787 $21.3M 0.01% +106,400 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 414,030 $20.7M <0.01% +85,247 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 383,634 $19.2M 1.98% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 376,609 $18.8M <0.01% +73,492 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 372,385 $18.6M 10.04% +40,357 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 343,317 $18.1M 0.12% +67,850 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 336,869 $16.9M 0.02% +59,210 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 294,924 $14.8M 0.02% +71,204 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 282,772 $14.1M 1.07% -478,741 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 274,717 $13.7M 2.48% +29,188 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 274,642 $13.7M 2.22% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 253,451 $12.7M 2.2% +81,901 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 229,362 $11.2M 2.17% +3,851 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 222,131 $11.1M 0.04% +36,547 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 217,515 $10.9M 0.02% +79,689 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 208,811 $10.4M 2% +4,841 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 204,977 $10.3M 1.87% +6,499 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 189,603 $9.49M 0.01% -24,989 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 189,100 $9.46M 8.77% -7,648 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 165,434 $8.29M 0.02% +75,712 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 146,447 $7.33M 0.1% +9,172 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 138,785 $6.94M +70,301 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 134,229 $6.72M 0.01% +32,959 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 129,224 $6.47M 0.03% +46,570 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 126,774 $6.34M 1.75% +48,851 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 120,106 $6.01M 1.08% +8,791 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 114,958 $5.75M 1.78% +62,810 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 111,432 $5.5M 0.06% +57,630 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 108,097 $5.41M 4.1% -7,808 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 105,427 $5.28M 3.08% +2,301 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 102,941 $5.15M 3.73% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 102,071 $5.11M 1.06% +37,718 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 97,714 $4.89M 2.62% +27,042 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 94,378 $4.72M 4.77% +50,468 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 93,498 $4.68M 0.06% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 93,383 $4.67M <0.01% +40,950 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 93,037 $4.66M 1.24% -230,003 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 92,342 $4.62M 1.81% +29,541 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 91,867 $4.6M 0.03% +4,106 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 91,273 $4.57M 0.48% -385 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 86,830 $4.34M 0.71% +57,150 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 86,578 $4.33M 0.08% +7,597 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 85,898 $4.3M 0.02% -5,896 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 84,612 $4.23M 0.03% +73,386 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 84,188 $4.21M 2.35% +2,465 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 81,854 $4.1M 1.48% +63,854 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 81,870 $4.09M 0.03% +40,101 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 77,190 $4.08M 2.9% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 80,165 $4.01M 0.12% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 76,654 $3.84M 0.3% +7,500 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 76,554 $3.83M 0.97% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 75,690 $3.79M <0.01% -5,761 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 69,940 $3.5M 0.01% +10,876 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 69,618 $3.48M 0.51% +9,973 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 68,716 $3.44M 0.03% +1,030 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 67,329 $3.37M 0.2% +1,214 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 65,505 $3.28M 3.12% +1,167 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 63,545 $3.18M 0.69% -17,467 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 63,343 $3.17M 0.11% +25,979 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 63,216 $3.16M 2.35% +3,253 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 63,214 $3.16M +22,238 Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 63,191 $3.16M 1.07% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 62,298 $3.12M <0.01% +4,441 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 60,529 $3.03M 0.06% -26,669 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,035 $2.95M 0.01% +51,979 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 58,965 $2.95M 0.33% +17,273 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 57,707 $2.89M 0.65% -820 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 55,749 $2.88M 0.16% +3,117 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 57,090 $2.86M 0.11% -1,194 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 55,857 $2.79M 0.01% +14,669 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 54,851 $2.74M 1.01% -112 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 53,650 $2.68M 0.16% +26,000 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 52,224 $2.61M 1.01% +236 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 51,921 $2.6M 0.73% -2,790 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 50,963 $2.55M 0.03% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 50,063 $2.51M 0.06% +21,008 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 51,267 $2.5M <0.01% +47,614 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 49,814 $2.49M 0.05% +2,335 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 48,815 $2.44M 0.15% +14,128 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 47,358 $2.37M 0.09% +8,554 13F-HR/A Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 47,110 $2.36M 1.2% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,268 $2.32M <0.01% +39,639 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 43,551 $2.31M 0.16% +1,321 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 46,104 $2.31M 0.01% +43,739 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 44,030 $2.2M 0.72% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 41,368 $2.07M 0.48% +1,900 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 41,196 $2.06M 0.01% -46,018 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 40,080 $2.01M 4.51% +25,078 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 38,948 $1.95M 0.02% -20,124 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 38,619 $1.93M 0.11% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 37,262 $1.93M 0.3% +6,755 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,330 $1.92M 0.01% -5,623 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 37,114 $1.86M 0.27% +7,154 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 35,503 $1.78M 0.49% +5,455 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 35,458 $1.77M 0.53% +2,336 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 35,350 $1.77M 1% +5,665 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 34,665 $1.73M 0.97% +5,300 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 33,927 $1.7M 0.06% +6,374 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 34,576 $1.69M <0.01% +30,818 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 33,415 $1.67M 0.01% +29,615 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 31,365 $1.57M 0.78% +236 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 31,275 $1.57M 1.48% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 29,476 $1.47M 0.02% +634 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 28,278 $1.42M 0.02% -785 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 27,421 $1.37M 0.49% +16,171 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 27,301 $1.37M 0.28% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,500 $1.28M <0.01% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 25,401 $1.27M 0.4% +387 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 23,932 $1.2M 0.33% +10,311 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 23,929 $1.2M 0.02% +17,356 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 23,774 $1.19M 1.58% +863 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,660 $1.18M 0.01% -23,932 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 23,620 $1.18M 0.41% +1,330 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,026 $1.15M 0.02% +8,855 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 22,472 $1.12M 0.18% +3,146 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 22,021 $1.1M 0.32% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 21,819 $1.09M 0.05% +128 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 21,817 $1.09M 0.12% +3,267 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21,682 $1.08M 0.84% -364 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,985 $1.05M 0.03% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 20,550 $1.03M 0.78% +950 13F-HR/A Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 20,232 $1.01M 0.3% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 20,057 $1M 0.19% +8,808 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 20,024 $1M 0.38% new 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,880 $995K 0.01% +1,381 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 19,787 $990K 0.27% +602 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. 19,228 $962K 0.02% +3,527 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 19,100 $956K 0.19% +5,329 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,920 $947K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,916 $946K 0.01% -41,519 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,718 $942K <0.01% -5,697 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,785 $940K 0.01% +251 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,247 $913K 0.47% +3,320 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,644 $883K 0.04% +3,524 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,380 $870K <0.01% +12,716 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 17,075 $854K 0.73% +495 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 16,875 $844K 0.23% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,690 $835K 0.03% -631 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 16,353 $818K 0.18% +2,000 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,742 $788K 0.02% +1,292 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 15,477 $769K 0.17% -12,035 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 15,290 $765K 0.47% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 15,288 $765K 0.17% +191 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 14,887 $745K 0.21% +7,568 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,829 $742K 0.04% +200 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,675 $734K 0.02% -629,732 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 14,410 $721K 0.49% +3,438 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,957 $698K 0.01% -1,242 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,302 $666K 0.03% -2,610 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 13,071 $654K 0.43% 0 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 13,043 $653K 0.48% +754 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,857 $643K 0.11% +4,391 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 12,708 $636K 0.48% -30 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,682 $635K 0.01% +1,268 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 12,635 $632K 0.25% -3,845 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,452 $623K 0.08% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,411 $621K 0.01% +6,731 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12,124 $607K 0.25% -2,400 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,119 $606K 0.02% +3,653 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 11,800 $590K 0.36% +7,400 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 11,787 $590K 0.39% +3,273 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 11,038 $581K 0.13% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,571 $579K 0.08% +700 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,429 $572K <0.01% +5,083 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 11,333 $567K 0.32% -909 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,256 $563K 0.02% +378 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 11,095 $555K 0.62% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,068 $554K 0.12% +318 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 10,832 $542K 0.46% -4,073 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 10,653 $533K 0.06% +1,526 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,625 $532K 0.09% -1,342 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,615 $531K 0.04% +1,000 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,587 $530K 0.01% +2,089 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,318 $516K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,788 $513K 0.05% +7,125 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 10,133 $507K 0.16% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $500K 0.11% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,889 $495K 0.23% +841 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,830 $492K 0.02% +3,787 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 9,707 $486K 0.23% +2,149 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 9,556 $478K 0.05% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,931 $447K <0.01% +262 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,787 $440K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,784 $440K <0.01% +647 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,582 $429K 0.05% -500 13F-HR Timeline