Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,199,560 $102M 0.81% -10,956 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,086,289 $92M 3.06% -17,825 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 861,137 $72.9M <0.01% -66,109 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 633,692 $53.6M 0.02% +70,694 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/ 628,505 $53.2M <0.01% -127,013 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 543,285 $46M 0.39% -45,198 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 487,806 $41.5M 4.52% +2,857 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 428,808 $36.3M 3.76% +3,770 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 407,541 $34.4M 0.01% +597 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 400,178 $33.9M 0.01% -44,667 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 390,845 $33.1M 0.01% +101,115 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 342,900 $29M +225,071 Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 296,650 $25.1M 1.6% -14,972 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 235,159 $19.9M 0.01% +29,176 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 220,956 $18.7M 0.18% -90,890 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 219,070 $18.5M 0.38% +7,412 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 190,285 $16.1M 2.49% +11,798 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 156,359 $13.2M 0.15% -11,278 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 151,622 $12.8M 1.5% +13,156 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 147,196 $12.5M 0.42% +9,724 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 123,765 $10.5M <0.01% +1,406 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 107,646 $9.11M 0.01% +13,846 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 104,931 $8.88M 0.02% +4,666 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 104,881 $8.88M 3.82% +5,006 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 100,000 $8.47M 1.25% +62,600 13F-HR Timeline Group MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 99,553 $8.43M 4% -6,293 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 90,043 $7.62M 1.03% +1,493 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 89,962 $7.62M 0.14% +3,119 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 88,838 $7.52M 0.01% +2,921 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 88,123 $7.46M 0.81% -806 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 86,749 $7.34M 0.01% +19,714 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 83,935 $7.11M <0.01% -10,645 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 80,520 $6.87M 0.02% -96,822 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 77,505 $6.56M 0.16% -6,002 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 70,329 $5.95M 1.17% +973 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 58,995 $4.99M 0.27% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 58,818 $4.98M 0.1% +532 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 58,550 $4.96M 3% -1,810 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 58,341 $4.94M <0.01% +7,988 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 57,800 $4.89M 0.28% -3,896 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 56,454 $4.78M 0.22% +19,195 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55,155 $4.67M 0.07% +8,230 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 48,485 $4.1M 0.15% +4,500 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 49,552 $4.1M 0.13% +4,982 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 47,807 $4.05M 0.5% -3,561 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 47,484 $4.02M 0.25% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 46,147 $3.91M 0.27% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,792 $3.62M <0.01% +28,659 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,103 $3.4M 0.01% +12,728 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 39,493 $3.34M 0.01% -45,865 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 38,599 $3.27M 0.02% -38 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 37,549 $3.18M 0.69% +12,725 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 37,501 $3.17M +3,332 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,944 $3.13M <0.01% +14,239 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 34,585 $2.93M 0.02% -1,584 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,446 $2.92M <0.01% +20,599 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 34,045 $2.88M 0.01% -27,564 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 33,424 $2.83M <0.01% +2,354 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,637 $2.76M 0.07% +68 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,262 $2.73M <0.01% -2,527 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 31,794 $2.69M 1.3% +1,320 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,905 $2.62M 0.12% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 29,865 $2.53M 0.13% +1,950 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 27,752 $2.35M 1.61% -1,357 13F-HR Timeline CROBAN More: the full row for CROBAN 26,531 $2.25M 1.06% new 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 26,470 $2.24M 2.15% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 26,015 $2.2M <0.01% new 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 25,754 $2.18M <0.01% 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,314 $1.89M 0.01% +19,472 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 21,935 $1.86M 0.3% +13,120 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 21,443 $1.82M 0.93% +661 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 20,465 $1.73M 0.02% +1,285 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 20,231 $1.71M 0.04% +4,124 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 19,486 $1.65M 0.58% -833 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 19,438 $1.65M 0.22% -131 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 19,097 $1.62M new Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,066 $1.44M <0.01% -179 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,788 $1.42M 0.56% +1,563 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,758 $1.42M <0.01% +3,835 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 16,574 $1.37M 0.21% -731 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 15,878 $1.34M 0.28% +3,629 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,799 $1.08M 0.01% +684 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,716 $1.08M 0.05% +425 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 12,195 $1.03M 0.14% -5,069 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,929 $1.01M 0.04% +4,075 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 11,609 $983K 0.03% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,584 $981K 0.06% -456 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,742 $909K 0.13% +824 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 10,521 $891K 0.61% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,485 $888K <0.01% +1,739 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,379 $879K 0.06% +1,119 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,959 $843K 0.14% -4,797 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,674 $819K <0.01% -116 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 9,359 $792K 0.33% +3,298 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 9,039 $765K 0.2% -139 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 8,747 $741K 0.32% new 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,370 $709K <0.01% +4,818 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 8,308 $703K 0.35% +57 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,550 $639K 0.01% +77 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,425 $629K 0.29% -377 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,107 $601K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,087 $600K 0.06% +1 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 7,040 $596K 0.05% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,994 $595K <0.01% +1,309 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,776 $574K <0.01% +3,510 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 6,715 $568K 0.44% -220 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,342 $537K 0.07% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,195 $524K 0.11% -90 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,133 $519K 0.21% +371 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 5,984 $507K 0.48% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,980 $506K 0.32% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 5,834 $494K 0.21% +11 13F-HR/A Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,467 $463K 0.17% +532 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,444 $461K 0.21% +332 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,977 $421K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,871 $412K <0.01% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,732 $401K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,724 $400K <0.01% -94 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,631 $392K <0.01% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,571 $387K 0.03% +558 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,540 $384K <0.01% -2,957 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,485 $380K 0.13% 0 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,453 $376K 0.27% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,279 $362K 0.01% +123 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,213 $357K 0.01% -37 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 4,148 $351K 0.02% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,847 $326K 0.02% -350 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,751 $318K 0.04% -423 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,605 $315K 0.02% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,703 $315K 0.02% +223 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,616 $306K 0.04% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,485 $295K <0.01% +1,035 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,387 $287K <0.01% 0 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,370 $285K 0.19% +2 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,344 $283K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,330 $282K 0.02% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,282 $278K 0.02% new 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,108 $263K 0.09% -4 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,108 $263K 0.09% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,002 $254K <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,925 $248K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,842 $241K 0.01% -687 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 2,834 $240K <0.01% -2,048 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,778 $235K <0.01% +207 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,750 $233K 0.08% -183 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,700 $229K 0.01% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,614 $224K 0.14% -28 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,643 $224K 0.11% -16 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,529 $214K 0.01% -17 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,527 $214K 0.02% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,359 $200K 0.01% new 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,209 $187K 0.05% +6 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,803 $153K 0.15% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,600 $135K 0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,443 $122K 0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,369 $116K 0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,145 $96.9K 0.01% +4 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,053 $89.1K 0.05% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 878 $74.3K <0.01% +3 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 802 $67.9K <0.01% -9,108 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 542 $45.9K <0.01% -9,108 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 476 $40.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 384 $32.5K <0.01% +2 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 380 $32.2K 0.16% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 330 $27.9K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 320 $27.1K 0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 320 $27.1K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 300 $25.4K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 296 $25.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 233 $19.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 221 $18.7K <0.01% -385 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 160 $13.5K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 151 $12.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 110 $9.31K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 101 $8.38K <0.01% -68 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 98 $8.29K <0.01% -340 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 54 $4.57K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 39 $3.3K <0.01% -178 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 25 $2.12K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1 $85 <0.01% 0 13F-HR Timeline