MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,971,759 $99.7M 0.01% -413,688 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,959,273 $99M 0.01% +1,053,663 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,656,460 $83.7M 0.02% +298,305 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,268,665 $64.1M 0.02% +318,066 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,212,579 $61.3M 0.16% -29,721 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 147,182 $56.7M -543,928 Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,114,284 $56.3M 32.1% new 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 819,238 $41.4M 2.25% +110,264 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 806,014 $40.7M 0.01% +35,160 13F-HR/A Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 752,287 $38M 3.17% -34,905 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 608,588 $30.8M 0.01% +43,331 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 406,466 $20.5M 1.41% +3,208 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 386,513 $19.5M 2.49% +17,916 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 368,049 $18.6M 1.12% -2,265 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 341,312 $17.3M 0.47% +15,635 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 320,233 $16.2M 0.9% -436 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 314,414 $15.9M 8.37% -10,006 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 299,608 $15.1M 6.38% +240,450 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 291,099 $14.7M 2.39% +6,568 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 277,247 $14M 9.33% +72,677 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 232,520 $11.8M 1.3% -19,072 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 216,350 $10.9M 6.06% +9,089 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 204,777 $10.4M 1.38% +159,798 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 199,431 $10.1M 1.06% +6,414 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 192,110 $9.71M 4.99% +21,894 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 176,075 $8.9M 5.97% +49,914 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 175,077 $8.85M 0.01% +39,054 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 164,558 $8.32M 1.56% -33,097 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 163,257 $8.25M 0.87% -10,796 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 162,070 $8.19M 3.21% +4,190 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 157,016 $7.94M <0.01% +154,192 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 147,605 $7.46M 2.85% +140,261 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 140,967 $7.13M 2.75% +3,732 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 122,070 $6.17M 0.01% +14,014 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 117,368 $5.93M 0.36% -3,789 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 114,903 $5.81M 0.01% -24,896 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 112,773 $5.7M 1.25% +66,952 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 111,933 $5.66M 5.35% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 102,101 $5.16M 0.01% -37,406 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 93,956 $4.75M 0.01% -23,704 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 88,135 $4.46M +16,856 Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 81,866 $4.15M 0.64% -1,191 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,716 $3.88M 0.01% +26,968 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 74,518 $3.77M 0.01% +24,416 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 74,326 $3.76M 1.32% +13,630 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 73,747 $3.73M 0.27% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 72,083 $3.64M 0.08% -29,545 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 68,332 $3.45M 0.19% -48 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 64,446 $3.26M 0.02% +48,079 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 61,675 $3.12M 0.02% +2,985 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 59,782 $3.02M 0.03% +28,454 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 56,502 $2.86M 1.08% +48,422 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 56,393 $2.85M 2.83% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 54,695 $2.76M 0.01% +8,315 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,279 $2.74M <0.01% -15,962 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,981 $2.67M 0.01% -96,439 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 52,454 $2.65M 0.02% +12,063 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 52,283 $2.64M 0.14% -754 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 51,034 $2.58M 0.21% new 13F-HR Timeline Group Wills Financial Group LLC More: the full row for Wills Financial Group LLC 50,465 $2.55M 0.96% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 48,531 $2.45M 1.24% -1,162 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,809 $2.21M <0.01% -3,212 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 43,752 $2.21M 0.01% +19,679 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 38,474 $1.94M <0.01% +24,413 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 38,366 $1.94M <0.01% +5,274 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 38,190 $1.93M 0.06% -5,515 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 37,968 $1.92M 0.04% +4,312 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 37,420 $1.89M 0.96% +25,467 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 34,410 $1.74M 0.93% +32,015 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,110 $1.72M <0.01% +16,251 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 33,734 $1.71M +12,525 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,978 $1.57M 0.01% -48,994 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,918 $1.56M 0.02% -230,236 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 28,713 $1.45M 0.18% -11,698 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 28,567 $1.44M 0.11% +6,664 13F-HR Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 28,380 $1.43M 1.22% +10,330 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 27,305 $1.38M 0.33% -1,790 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 27,218 $1.38M 0.02% +150 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,135 $1.32M 0.01% +1,490 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 24,895 $1.26M 0.36% -79,426 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 23,809 $1.2M 0.19% new 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 23,069 $1.17M 1.32% +3,269 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 22,264 $1.13M 0.02% +154 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 22,258 $1.13M 0.08% +4,339 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,709 $1.1M <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 20,786 $1.05M 0.04% +1,675 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,800 $1M 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,011 $961K <0.01% +13,904 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,096 $915K <0.01% +507 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,585 $889K 0.01% +1,317 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 17,543 $887K 0.13% +2,553 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,769 $848K 0.01% +42 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 16,299 $824K 0.04% -29,039 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 14,617 $739K 0.3% +13 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,493 $680K 0.01% -3,412 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,908 $602K 0.61% -11,221 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 11,875 $600K 0.16% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,222 $567K 0.07% -8,745 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 11,100 $561K 0.04% -4,000 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 10,846 $548K 0.41% +2,393 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10,680 $540K 0.05% -1,010 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10,558 $534K 0.03% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,500 $531K 0.16% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,981 $505K 0.16% -139,640 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,462 $478K 0.29% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,700 $440K 0.16% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,500 $430K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,414 $425K <0.01% 0 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,295 $419K 0.17% -47,711 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,003 $405K 0.01% -1,906 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 7,875 $398K 0.11% -610 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,631 $386K <0.01% +2,653 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,335 $371K <0.01% +2,376 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,006 $354K 0.01% -283 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,000 $354K 0.02% +1,350 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,821 $345K 0.02% -3,028 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,689 $338K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,576 $332K 0.04% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,132 $310K 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,055 $306K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,052 $306K <0.01% +16 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,700 $288K <0.01% -426 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,622 $284K <0.01% +903 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,479 $277K 0.12% +347 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,457 $276K 0.03% -6,777 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,308 $268K 0.13% -758 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,011 $253K <0.01% new 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,949 $250K 0.07% +249 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,851 $245K 0.23% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,845 $245K 0.12% +773 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,440 $224K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,272 $216K <0.01% -144 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,101 $207K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,958 $200K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,250 $164K <0.01% -1,687 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,512 $127K 0.07% +237 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,437 $123K <0.01% -243 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,251 $114K 0.01% -240 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,971 $99.7K 0.01% +435 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,817 $91.8K 0.04% +10 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,713 $86.6K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,620 $81.9K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 816 $41.2K <0.01% -1,327 13F-HR/A Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 500 $25.3K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 466 $23.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 420 $21.2K <0.01% -29,574 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 355 $17.9K <0.01% -53 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 333 $16.8K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 324 $16.4K <0.01% -113 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 181 $9.15K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 93 $4.7K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 15 $745 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 15 $745 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $371 <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7 $359 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $21 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.