JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,469,817 $982M 0.06% +1,118,113 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,037,919 $566M 0.17% +525,631 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,222,813 $396M 0.09% +77,857 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,730,483 $350M 0.71% +96,009 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,122,912 $197M 0.13% +365,746 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,918,707 $180M 0.06% +384,363 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/ 1,868,263 $175M 0.01% +258,011 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,500,566 $141M 0.33% +13,276 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,484,745 $139M 0.42% +50,038 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,330,239 $125M 0.02% +21,802 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,293,536 $121M 0.16% -140,796 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,029,686 $96.5M 0.02% +77,874 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 990,114 $92.8M +59,348 Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 893,705 $83.8M 15.43% -60,863 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 894,219 $81.7M 0.11% +43,632 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 833,678 $78.2M 2.52% -15,387 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 821,270 $77.1M 0.12% +66,394 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 645,249 $60.5M 0.1% +43,306 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 643,986 $60.4M 7.34% -10,275 13F-HR Timeline American Trust More: the full row for American Trust 633,781 $59.4M 5.02% +178,598 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 614,156 $57.6M 0.05% +587,439 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 551,503 $51.7M 0.99% -548,747 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 531,775 $49.9M 25.14% -24,661 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. 530,402 $49.7M 1% -9,611 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 494,038 $46.3M 0.23% +247,023 13F-HR Timeline 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 491,593 $46.1M 0.01% -17,575 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 486,740 $45.6M +16,372 Timeline STEPH & CO More: the full row for STEPH & CO 478,513 $44.9M 13.7% -1,770 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 476,311 $44.7M 0.04% +83,182 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 472,035 $44.3M 0.05% +173,797 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 469,753 $44M 0.52% -7,831 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 442,691 $41.5M 5.36% +269,302 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 439,168 $41.2M 5.76% 13F-HR Timeline Trust Co More: the full row for Trust Co 401,426 $37.6M 3.85% -1,408 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 373,145 $35M 1.19% +16,156 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 358,979 $33.7M 0.01% +183,981 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 355,598 $33.3M 0.04% +87,489 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 355,080 $33.3M 2.23% +10,593 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 339,850 $31.9M 10.1% -14,685 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 339,285 $31.8M 6.96% +3,173 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 324,678 $30.4M 1.02% +15,692 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 318,905 $29.9M 1.1% +9,500 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 312,155 $29.3M 0.04% +23,027 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 284,401 $26.7M 0.24% +170,010 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 283,745 $26.6M 0.07% +71,504 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 283,001 $26.5M 6.63% -1,832 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 275,082 $25.8M 11.65% +2,103 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 207,483 $19.5M -20,406 Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 206,036 $19.3M 3.31% +6,099 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 192,529 $18M 0.62% -16,321 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 188,272 $17.7M 2.6% +5,963 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 185,633 $17.4M 4.04% +993 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 181,275 $17M 0.01% +12,058 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 179,856 $16.9M 1.25% +6,820 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 175,969 $16.5M 0.05% +38,289 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 170,950 $16M 0.1% +26,846 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 169,232 $15.9M 6.66% +5,168 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 145,504 $13.6M 6.24% +104,957 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 138,206 $13M 7.24% +8,447 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 131,479 $12.3M 0.31% +1,728 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 124,171 $11.6M <0.01% +86,098 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 118,892 $11.1M 5.96% +1,255 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 115,041 $10.8M 4.14% +9,633 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 106,934 $10M 5.26% +43,422 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 96,883 $9.08M 2.92% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 96,328 $9.03M 0.39% -574 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 92,497 $8.67M 7.44% +4,879 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 91,740 $8.6M 0.57% +76,119 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 90,006 $8.44M 0.53% -288,406 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,212 $8.36M 0.04% +2,474 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 88,849 $8.33M 0.04% +13,058 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 88,535 $8.3M 0.44% +84,232 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 87,200 $8.18M 6.14% -4,669 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 70,920 $6.65M 0.06% -360 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 69,110 $6.48M 1.21% +57,241 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 68,492 $6.42M 0.15% +7,533 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 68,233 $6.4M 1.25% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 67,298 $6.31M 0.13% +12,623 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 67,119 $6.29M 0.15% -4,069 13F-HR Timeline Group YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 66,185 $6.2M 2.85% +9,402 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 64,771 $6.07M 0.86% +13,852 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 61,158 $5.73M 0.27% +7,193 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 60,880 $5.71M 0.11% -2,327 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 60,432 $5.67M 0.01% -2,169 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 58,884 $5.52M 1.04% +57,267 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 58,242 $5.46M 4.25% -5,997 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,606 $5.21M 0.07% +325 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 60,527 $5.21M 0.82% +9,342 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 55,477 $5.2M 1.65% +17,382 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 55,057 $5.16M 0.18% +3,744 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 48,809 $4.58M 2.67% -1,556 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 47,777 $4.48M 0.65% +9,366 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 47,248 $4.43M 0.57% -396 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 47,083 $4.41M 0.01% +14,919 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 46,131 $4.32M 0.2% -3,650 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 45,993 $4.31M 0.01% +13,187 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,499 $4.27M 0.03% +5,729 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 44,387 $4.16M 0.01% +21,573 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 43,881 $4.11M 2.31% +2,468 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 43,700 $4.1M 0.93% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 41,992 $3.94M 0.07% -918 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 41,414 $3.88M 2.18% -130,981 13F-HR Timeline MOTCO More: the full row for MOTCO 39,994 $3.75M 0.34% +389 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $3.53M 1.54% -38,379 13F-HR Timeline Amount filed as zero, left out of ratios. Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 36,538 $3.43M 0.12% +17,550 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 36,452 $3.42M 0.07% -1,055 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 35,057 $3.29M 2.25% +5,907 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 34,500 $3.23M <0.01% -427,800 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,407 $3.23M 0.01% +16,533 13F-HR Timeline Group Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 34,120 $3.2M 0.19% +1,120 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 34,051 $3.19M 0.41% +4,907 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 32,332 $3.03M 0.97% +342 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 32,292 $3.03M 0.66% +10,854 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,874 $2.99M 0.08% -5,488 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,857 $2.99M 0.05% -1,985 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 30,975 $2.9M 0.05% -1,919 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 30,224 $2.83M 1.24% +5,213 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 28,848 $2.78M 0.48% +11,237 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 29,463 $2.76M 0.2% +410 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 29,165 $2.73M 0.21% -833 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 29,100 $2.73M 0.19% +7,750 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,948 $2.53M 0.01% -391 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,301 $2.47M <0.01% +17,669 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25,823 $2.42M 0.05% +2,070 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 25,713 $2.41M 0.06% +153 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 25,499 $2.39M 1.76% +4,232 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 25,141 $2.36M 0.19% +250 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 23,818 $2.23M 0.57% +3,126 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 23,786 $2.23M 1.26% +517 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 23,276 $2.18M 0.06% -2,249 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,701 $2.13M 0.08% -2,612 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 22,242 $2.09M 0.81% +12,581 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,175 $2.08M 0.03% +12,822 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,170 $2.08M 0.11% +5,549 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 20,846 $1.95M <0.01% +3,468 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 20,437 $1.92M 0.23% +330 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,339 $1.91M 0.12% +5,753 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 19,916 $1.87M 0.22% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 19,865 $1.86M 0.22% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,784 $1.76M 0.08% -1,830 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 18,621 $1.75M 0.34% +3,143 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,373 $1.72M 0.03% +946 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 18,184 $1.7M 0.5% +5,367 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 17,995 $1.69M 0.13% +2,135 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 17,560 $1.65M 3.34% +150 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,493 $1.64M 0.01% +14,703 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 16,410 $1.54M 0.4% +497 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 15,858 $1.51M 0.23% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,985 $1.5M <0.01% +8,442 13F-HR/A Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 15,923 $1.49M 0.03% -80 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 15,917 $1.49M 0.19% +1,274 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 15,810 $1.48M 0.64% +667 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 15,658 $1.47M 0.31% +5,112 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 15,383 $1.44M 0.33% +414 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 15,346 $1.44M 0.17% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,184 $1.42M 0.07% +1,125 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,086 $1.41M 0.12% -133 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,746 $1.38M 0.02% -376 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 14,593 $1.37M 0.04% -2,998 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 14,207 $1.33M <0.01% -16,270 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 13,971 $1.31M 0.33% +6,792 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 13,953 $1.31M 0.77% +1,211 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,342 $1.25M 0.03% -6,856 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 12,925 $1.21M 0.75% +6,025 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 12,684 $1.19M 0.01% +3,492 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 12,396 $1.16M 0.21% -581 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,064 $1.13M <0.01% +8,796 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,037 $1.13M 0.03% +894 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 12,001 $1.12M 0.39% +1,574 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,864 $1.11M 0.01% +575 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,600 $1.09M <0.01% +1,500 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 11,151 $1.05M 0.48% +132 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,918 $1.02M 0.02% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10,745 $1.01M 0.57% -329 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,649 $998K 0.08% +1,476 13F-HR Timeline Valmark Advisers, Inc. 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