BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,257,257 $108M 0.01% -168,162 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,064,157 $99M <0.01% -1,237,981 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,883,945 $89.8M 0.04% +532,139 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,679,908 $80.6M 0.02% -1,834,874 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,289,021 $61.8M <0.01% -197,609 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,196,784 $57.4M -4,086,417 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 780,099 $37.4M 0.01% -118,694 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 737,273 $35.2M <0.01% -886,520 13F-HR/A Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 613,773 $29.4M 4.3% +19,099 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 588,155 $29.1M 0.01% +44,074 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 526,462 $25.3M 0.04% -96,905 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 522,607 $25.1M +51,102 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 440,734 $21.1M 0.01% -24,732 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 419,763 $20.1M 0.01% -5,739 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 417,944 $20.1M 0.02% -308,613 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 398,703 $19.1M 0.1% -122,353 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 365,235 $17.5M 0.02% +47,632 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 264,193 $12.7M 0.1% +54,845 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 236,162 $11.3M 0.02% +7,526 13F-HR Timeline Group 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 205,331 $9.85M <0.01% -51,650 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 194,202 $9.47M 0.16% +5,342 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 193,562 $9.29M 0.01% -71,133 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 187,813 $9.01M 0.02% -548,852 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 176,755 $8.48M 2.22% +17,151 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 165,764 $7.95M 0.46% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 163,332 $7.84M 0.09% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 159,574 $7.66M 0.08% +105,590 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 156,605 $7.51M 0.4% -5,436 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 154,763 $7.43M 0.02% +12,998 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 148,214 $7.11M 0.68% -1,959 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 128,862 $6.18M 0.01% +10,556 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 124,962 $6M 0.01% -54,630 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 122,857 $5.89M 0.34% +25,978 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 122,704 $5.89M 0.17% +115,276 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 122,170 $5.86M <0.01% -30,573 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 121,906 $5.85M 0.01% +5,757 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 113,680 $5.45M 1.92% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 112,680 $5.41M 0.04% +10,238 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 110,573 $5.31M 0.06% -28,305 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 107,529 $5.16M 0.07% +8,355 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 107,308 $5.15M <0.01% -63,900 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 95,065 $4.63M 0.03% +11,975 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 92,065 $4.42M 0.1% +86,511 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 90,152 $4.33M 0.11% +37,857 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 88,895 $4.27M 0.1% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 84,773 $4.07M 0.03% -336,879 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 82,374 $3.95M +22,484 Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 75,239 $3.61M 0.95% +17,923 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 68,778 $3.3M 0.31% -60,141 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 65,150 $3.17M 0.21% -89,528 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 64,575 $3.1M 0.13% +4,288 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 58,460 $2.8M 0.03% -110,186 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 58,128 $2.79M 2.38% -990 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 49,979 $2.4M 0.08% +37,370 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 49,457 $2.37M -282,385 Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 45,717 $2.19M 0.23% +27,472 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 44,710 $2.15M 0.08% -23,457 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 42,989 $2.06M 0.49% +5,430 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,272 $2.03M 0.02% -58,055 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 41,731 $2M 0.23% -9,672 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 41,564 $1.99M 0.07% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 40,651 $1.95M 0.6% +8,516 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 39,632 $1.93M 0.04% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 39,749 $1.91M 0.15% -17,159 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,106 $1.85M -21,945 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,146 $1.83M 0.01% -19,602 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,165 $1.74M <0.01% -4,498 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 31,998 $1.54M 0.64% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,694 $1.47M 0.01% -6,635 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 30,539 $1.47M 0.02% -290 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,704 $1.43M <0.01% -29,898 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,244 $1.36M <0.01% -85,073 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 27,181 $1.3M 0.14% -650 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 25,600 $1.23M <0.01% -33,166 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 23,858 $1.14M 0.01% -19,997 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 23,702 $1.14M 0.09% -6,263 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 22,960 $1.1M 0.02% -466 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 21,645 $1.04M 0.6% -990 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 21,191 $1.03M 0.07% -9,146 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,341 $1.02M 0.02% -294 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 20,854 $1M 0.3% +554 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 20,475 $982K 0.56% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 20,472 $982K 0.24% -417 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 20,345 $976K 0.45% +7,409 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 20,178 $968K 0.06% -1,634 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,710 $946K 0.05% 0 13F-HR Timeline Group DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 18,885 $906K 0.58% +8,566 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,653 $895K 0.06% -14,866 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 18,579 $891K 0.3% +1,645 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,340 $880K 0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 18,279 $877K 0.04% +631 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 18,101 $868K 0.25% -14,021 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,917 $860K <0.01% +3,528 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,275 $829K 0.16% +36 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,804 $811K <0.01% +346 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,733 $803K <0.01% +97 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,617 $797K <0.01% -29,787 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,285 $781K <0.01% -1,028 13F-HR Timeline EQ LLC More: the full row for EQ LLC 15,145 $727K 0.2% +3,283 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,048 $722K 0.01% +4,356 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,647 $703K 0.01% +5,334 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,249 $684K 0.01% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 14,241 $683K 0.09% +2,271 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 14,115 $677K 0.1% -699 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 13,998 $672K 0.13% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,910 $667K 0.13% +4,741 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,550 $650K 0.15% -31,066 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 13,379 $642K 0.17% -25,835 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 13,358 $641K 0.21% +2,374 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,243 $635K 0.01% +1,673 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,525 $601K 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,352 $593K 0.01% +33 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 11,515 $553K 0.13% -392 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 10,955 $526K 0.35% -292 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,629 $510K <0.01% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,538 $505K 0.03% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 10,359 $497K 0.09% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,053 $482K 0.08% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,962 $478K 0.01% -24,679 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,569 $459K 0.16% +1,282 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,436 $453K 0.1% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,280 $445K 0.12% +155 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,159 $439K <0.01% +1,969 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,116 $437K 0.02% +4,286 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 9,108 $437K 0.09% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 8,985 $431K 0.09% +448 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,888 $426K 0.01% -6,346 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,753 $420K <0.01% -53,670 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,537 $410K 0.01% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,353 $401K 0.04% -8,471 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,300 $398K <0.01% -1,039 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,189 $393K <0.01% -73,706 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,102 $389K 0.04% -791 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,053 $386K 0.06% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,034 $385K 0.04% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,947 $381K 0.1% -12,032 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,747 $373K <0.01% -14,652 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 7,620 $366K 0.18% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,549 $362K 0.01% -2,044 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,392 $360K 0.03% -3,290 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,336 $352K <0.01% -82,150 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 7,328 $352K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,318 $351K <0.01% -2,085 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,304 $350K 0.03% -27,701 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,255 $348K <0.01% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 7,043 $342K 0.23% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,052 $338K 0.01% +1,402 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,920 $332K 0.01% -12 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,887 $330K 0.08% -1,425 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,831 $328K 0.12% -2,517 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,805 $326K 0.01% new 13F-HR/A Timeline ARWA LLC More: the full row for ARWA LLC 6,719 $326K 0.16% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,759 $324K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,720 $324K <0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,633 $318K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,610 $317K 0.01% -302 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,588 $317K 0.04% -2,107 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,504 $312K 0.14% +55 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,498 $312K 0.01% -52,761 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 6,426 $308K 0.26% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,307 $303K 0.01% -176 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,289 $302K 0.03% new 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,266 $301K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,260 $300K 0.03% +3,164 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,161 $296K <0.01% -10,244 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 5,975 $287K 0.08% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,887 $282K 0.02% -11,970 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,869 $282K 0.07% -6,104 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,720 $274K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,707 $274K <0.01% -9,794 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,570 $267K 0.03% +343 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5,457 $262K 0.06% +203 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 5,346 $255K <0.01% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,301 $254K 0.04% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,248 $252K 0.08% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,157 $247K 0.06% new 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 5,136 $246K 0.19% -1,090 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,965 $241K 0.1% +24 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5,030 $241K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,991 $239K 0.05% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,959 $238K 0.03% -388 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,913 $236K <0.01% -396 13F-HR/A Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,850 $233K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,745 $231K 0.01% -19 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,802 $230K 0.15% -824 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,740 $227K 0.02% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,619 $222K 0.01% -6,697 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,505 $216K 0.05% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,207 $202K 0.09% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,840 $184K 0.08% +936 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,461 $166K 0.01% -128 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,000 $144K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,491 $120K 0.02% +165 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,111 $101K <0.01% +2,059 13F-HR Timeline Silver Grove Financial Group, Inc. 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