BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,778 $278K 0.22% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,732 $274K 0.05% -3,249 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,729 $274K <0.01% -293 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,676 $270K <0.01% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,650 $268K 0.12% +277 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,597 $264K 0.11% +236 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,579 $263K <0.01% +3,061 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,547 $261K 0.12% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,539 $260K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,337 $245K 0.16% -8 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,256 $239K 0.03% -432 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,207 $236K 0.04% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,154 $232K <0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,154 $232K 0.02% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,982 $223K 0.1% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,849 $213K 0.07% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,834 $208K 0.09% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,758 $203K <0.01% -5,452 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,326 $171K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,326 $171K 0.01% -716 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,004 $147K 0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,304 $95.9K <0.01% +1,117 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 995 $73.2K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 967 $71.1K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 839 $61.7K <0.01% +831 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 805 $59.2K 0.05% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 720 $52.9K 0.04% 0 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 659 $48K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 625 $46K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 566 $41.6K <0.01% +460 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 490 $36.7K 0.04% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 242 $17.8K <0.01% -7,773 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 236 $17.4K <0.01% -39 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 198 $14.5K <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 185 $13.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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