BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,831,781 $97.5M 0.01% +13,449 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 430,947 $22.9M <0.01% -41,230 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 341,669 $18.2M 0.01% +23,521 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 318,135 $16.9M 0.71% -255 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 305,246 $16.2M <0.01% -14,464 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 146,412 $7.79M 0.01% +95,827 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 141,667 $7.53M <0.01% +5,560 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 135,726 $7.22M 0.03% +130,887 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 129,798 $6.91M 0.01% +3,457 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 127,180 $6.77M <0.01% +16,124 13F-HR/A Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 89,866 $4.78M 0.63% +1,866 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 88,568 $4.71M 1.35% +16,126 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 87,372 $4.65M 0.01% -5,856 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,471 $3.16M <0.01% +14,897 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 55,144 $2.93M <0.01% +2,591 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,638 $2.8M <0.01% +1,725 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 52,309 $2.78M 0.31% -18,256 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 52,181 $2.78M 7.43% +1,244 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 51,752 $2.75M <0.01% +17,184 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 46,182 $2.46M <0.01% +295 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,786 $2.33M <0.01% +161 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 43,431 $2.31M 0.38% -1,547 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 42,171 $2.24M 0.89% +68 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,374 $1.8M 0.09% -149 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 33,169 $1.76M 0.1% +2,316 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 32,966 $1.75M 0.01% -14,354 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 32,184 $1.71M 0.06% +437 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 32,138 $1.71M 0.17% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,653 $1.68M 0.01% +1,108 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,486 $1.57M <0.01% +2,160 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 29,474 $1.57M 0.01% +24,668 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,430 $1.57M 0.04% +9,633 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,424 $1.51M <0.01% +866 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 28,215 $1.5M 0.95% +10,843 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 28,041 $1.49M 0.8% -350 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 26,804 $1.43M 1.13% -318 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 25,400 $1.35M 0.06% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 24,405 $1.3M <0.01% +80 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 24,202 $1.29M 0.03% -115 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 22,481 $1.2M 0.17% +815 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 21,932 $1.17M 1.95% +1 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,871 $1.16M 0.08% -850 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 21,228 $1.13M 0.5% -473 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,711 $1.05M <0.01% +1,189 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,292 $973K <0.01% -379 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 18,120 $964K 0.01% -2,956 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 17,896 $952K 0.95% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 15,898 $846K 0.04% +635 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 15,460 $823K 0.07% +150 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,000 $798K 0.02% 0 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 14,944 $795K 0.15% +221 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,496 $771K <0.01% +8,332 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,467 $764K 0.02% -200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,214 $756K 0.02% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,073 $749K <0.01% +1,237 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,577 $722K <0.01% -28 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,005 $639K 0.06% +250 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 11,976 $637K 0.54% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 11,029 $587K <0.01% +209 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 11,011 $586K 0.02% +5,044 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,823 $576K <0.01% +1,561 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10,387 $553K 0.02% +630 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,268 $546K <0.01% +99 13F-HR/A Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,508 $506K 0.04% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,411 $501K <0.01% +531 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,305 $495K <0.01% +987 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,231 $491K <0.01% +7,760 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,127 $486K <0.01% +2,897 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,075 $483K <0.01% +3,084 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,763 $471K <0.01% +1,763 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,645 $460K 0.03% -571 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,533 $454K 0.04% +426 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,331 $443K 0.03% +1,532 13F-HR/A Timeline City State Bank More: the full row for City State Bank 7,899 $420K 0.13% -685 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 7,816 $416K 0.04% -863 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 7,804 $415K 1.41% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7,469 $397K 0.06% -333 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,381 $393K <0.01% +1 13F-HR Timeline Group Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 7,371 $392K 0.24% -137 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,747 $359K 0.15% -1,618 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 6,480 $345K 0.04% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,469 $344K <0.01% -2,077 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,436 $342K 0.12% -45 13F-HR/A Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,105 $325K 0.78% +25 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,085 $324K <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 6,043 $322K 0.25% new 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,015 $320K 0.13% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,750 $306K <0.01% -390 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,749 $306K 0.01% +25 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,478 $291K <0.01% +145 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,082 $270K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,073 $270K 0.01% -60 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,957 $264K 0.22% -659 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,926 $262K 0.03% -15 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 4,855 $258K 0.02% +410 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,708 $251K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,669 $248K <0.01% -259 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 4,580 $244K 0.08% -58 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,504 $240K 0.09% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 4,370 $233K 0.13% -66,829 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,351 $232K 0.07% -163 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,332 $231K 0.02% +24 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,330 $230K 0.01% -170 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,161 $221K 0.09% new 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,067 $216K <0.01% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,998 $213K 0.04% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,928 $209K 0.01% new 13F-HR/A Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,921 $209K 0.18% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,900 $208K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,845 $205K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,780 $201K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,438 $183K <0.01% +84 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,542 $173K 0.02% +742 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,228 $172K <0.01% +3,003 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 3,200 $170K 0.16% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,395 $127K 0.01% +60 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,378 $127K <0.01% +450 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,295 $122K <0.01% -815 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. 2,174 $116K <0.01% -3,057 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,065 $110K <0.01% +482 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,970 $105K 0.02% -11 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,970 $105K 0.01% +125 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,919 $102K <0.01% -2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,810 $96.3K 0.09% -98 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,751 $93.2K <0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,752 $93K 0.01% +777 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,635 $87K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,137 $60.5K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,120 $59.6K <0.01% +1,020 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,100 $58.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,026 $54.6K <0.01% -232 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 838 $44.6K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 830 $44.2K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 756 $40.2K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 753 $40.1K <0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 741 $39.4K <0.01% -1,200 13F-HR/A Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 555 $29.5K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 539 $28K 0.01% 0 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 500 $26.6K <0.01% 0 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 500 $26.6K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 485 $26K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 389 $20.7K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 389 $20.7K 0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 386 $20.6K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 382 $20.3K <0.01% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 342 $18.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 309 $16K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 300 $16K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $16K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 270 $14K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 251 $13.3K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 237 $12.6K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 221 $11.8K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 206 $11K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 200 $10.6K <0.01% -640 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $10.6K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 182 $9.68K <0.01% +9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 175 $9.31K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 152 $8.09K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 150 $7.98K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 129 $6.86K <0.01% +3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 125 $6.67K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 115 $6.12K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 109 $5.8K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $5.32K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 93 $4.95K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85 $4.49K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 77 $4.1K <0.01% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 74 $3.94K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 73 $3.88K <0.01% +3 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 70 $3.73K <0.01% new 13F-HR/A Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 59 $3.14K <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 60 $3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47 $2.52K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 39 $2.08K <0.01% -16 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 22 $1.17K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12 $639 <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8 $426 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $53 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $28 <0.01% -815 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 0 $19 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.