LPL Financial LLC More: the full row for LPL Financial LLC 2,954,962 $253M 0.07% +1,230,351 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,577,741 $135M 0.04% +104,995 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,537,645 $132M 2.04% +128,053 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/ 1,165,983 $99.9M 0.01% +1,115,227 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 882,916 $75.6M 0.11% +159,400 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 819,810 $70.2M 0.02% +388,577 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 536,470 $45.9M 0.11% +120,721 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 510,101 $43.7M 0.05% +274,160 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 496,324 $42.5M 0.17% -9,170 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 477,108 $40.9M 0.01% +130,621 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 381,570 $31.7M 0.02% +296,065 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 314,212 $26.9M 0.07% +246,569 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 313,692 $26.9M 0.13% +148,104 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 306,419 $26.2M 0.07% +148,760 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 240,522 $20.6M 0.03% +109,103 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 234,159 $20.1M 0.22% +40,048 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200,179 $17.1M 0.01% +199,924 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 206,061 $17.1M <0.01% +79,440 13F-HR/A Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 185,180 $15.9M 2.14% +38,586 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 171,536 $14.7M 0.01% -33,986 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 153,576 $13.2M 0.64% +105,019 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 144,523 $12.4M 0.47% -9,485 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 144,432 $12.4M 4.32% +28,269 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 144,251 $12.4M 0.85% -1,711 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 138,476 $11.9M 0.89% -834 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 131,769 $11.3M 2.54% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 129,003 $11M 0.02% +7,312 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 128,846 $11M 0.04% +110,738 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 112,407 $9.63M 0.48% +3,900 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 107,248 $9.18M 2.53% +41,044 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 102,401 $8.85M 0.03% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 98,311 $8.42M 1.79% +40,418 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 89,012 $7.62M +41,346 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 88,230 $7.56M 0.01% +79,642 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 87,179 $7.19M 0.05% +74,581 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 83,777 $7.17M 0.03% new 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 88,124 $7.07M 0.7% -431 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 74,257 $6.36M 0.01% +62,336 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 72,031 $6.17M 0.01% -28,854 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 70,988 $6.08M 2.64% +1,281 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 70,433 $6.03M 1.42% +32,205 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 69,778 $5.98M 0.29% +44,638 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 66,359 $5.68M 0.3% +60,039 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 66,248 $5.67M 1.21% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 64,888 $5.56M 3.22% +13,881 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 63,698 $5.46M 2.26% +26,155 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 63,524 $5.44M 0.72% +17,429 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 60,947 $5.22M 0.69% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 60,725 $5.2M 0.12% -26,338 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 59,670 $5.11M new Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 54,621 $4.68M 2.56% -13,954 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 53,949 $4.62M 0.13% +20,289 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 51,870 $4.44M 0.08% -152,052 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45,749 $3.92M 0.02% +39,490 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 45,045 $3.86M 0.23% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 44,382 $3.82M 0.01% +18,139 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 44,066 $3.77M 1.33% +18,358 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 43,072 $3.69M 1.7% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 42,905 $3.67M 2.06% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 42,408 $3.63M 0.01% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 41,346 $3.54M <0.01% +25,684 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 41,027 $3.51M 0.08% +10,139 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 40,948 $3.51M 0.87% +26,586 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 40,083 $3.43M 3.08% +6,844 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 37,516 $3.21M 2.23% +10,318 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 37,161 $3.18M 0.08% +19,071 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,265 $3.11M 0.03% +5,420 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 34,435 $2.95M 2.45% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 34,255 $2.93M 0.02% +1,082 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 33,393 $2.86M 0.14% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 33,288 $2.85M 0.06% +7,925 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,741 $2.63M <0.01% +21,688 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 30,652 $2.63M 0.33% +15,664 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 30,086 $2.58M 0.46% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,705 $2.46M 0.07% -1,652 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,265 $2.25M <0.01% +20,990 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,792 $2.21M 0.02% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,771 $2.21M 0.05% +6,504 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,476 $2.18M <0.01% +185 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 25,445 $2.18M 0.1% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 23,390 $2M 0.07% -8,548 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,898 $1.88M 0.02% +15,619 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 20,578 $1.76M 0.1% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,650 $1.68M 0.06% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,864 $1.62M 0.06% +12,167 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 16,992 $1.54M 0.65% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,509 $1.5M 0.01% +4,075 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,231 $1.48M 0.09% +10,999 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,148 $1.47M 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,758 $1.44M 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,189 $1.3M 0.02% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 13,910 $1.24M 0.26% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,891 $1.1M 0.16% +2,521 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,947 $1.02M 0.14% +4,981 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 11,848 $1.01M 0.32% +641 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 11,250 $963K 0.27% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 10,138 $868K 0.16% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,231 $791K 0.03% +783 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,801 $754K 0.03% +165 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,725 $747K 0.27% +3,025 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,228 $705K 0.01% -19,530 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,218 $704K 0.02% +924 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,807 $669K <0.01% -156 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,067 $605K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,835 $585K 0.02% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,742 $577K <0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,720 $575K 0.03% +500 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 6,704 $574K 0.39% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,345 $543K 0.07% +2,041 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,088 $521K 0.04% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,872 $503K 0.04% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,828 $499K <0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 5,730 $491K 0.18% +337 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 5,651 $484K 0.06% +1,262 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,650 $484K <0.01% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,612 $481K 0.16% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,254 $450K 0.02% +671 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,188 $444K 0.06% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,953 $424K 0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4,921 $421K 0.39% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,820 $413K 0.74% +512 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,596 $394K 0.16% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,558 $390K 0.05% +65 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,486 $384K 0.23% +491 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,306 $368K 0.01% +3,291 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 4,252 $364K 0.3% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,174 $357K <0.01% +318 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,076 $349K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,067 $348K 0.01% -86 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,975 $340K 0.25% new 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 3,961 $339K 0.04% +666 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,803 $326K <0.01% +206 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,535 $303K 0.01% +605 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. 3,504 $300K 0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,408 $292K <0.01% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,354 $287K 0.26% +185 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,333 $285K 0.03% +568 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,173 $264K 0.02% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,065 $262K 0.07% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,846 $244K 0.01% +5 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,820 $242K 0.06% +131 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,604 $223K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,556 $219K 0.01% new 13F-HR Timeline Group Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 2,383 $204K 0.12% -654 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,356 $202K 0.07% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,352 $201K 0.16% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,283 $196K 0.01% +389 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,996 $171K 0.01% +116 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,817 $156K 0.1% +71 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,448 $124K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,399 $120K <0.01% +1,325 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,287 $110K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,132 $97K 0.01% +20 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,061 $90.9K 0.01% +85 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,047 $89.7K <0.01% -115 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 880 $75.4K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 789 $68.3K <0.01% -63,423 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 747 $64K <0.01% 0 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 669 $57.6K 0.08% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 667 $57.1K <0.01% +55 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 620 $53.1K 0.01% -667 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 593 $50.8K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 465 $39.8K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 417 $35.7K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 406 $34.8K <0.01% -433 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 357 $30.6K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 234 $20K <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 223 $19.1K <0.01% -243 13F-HR/A Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 196 $16.8K <0.01% +104 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 179 $15.4K <0.01% +8 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151 $12.9K <0.01% -509 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 143 $12.2K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 140 $12K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 102 $9.23K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 100 $8.56K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 75 $6.42K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 65 $5.57K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 48 $4.11K <0.01% +31 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 42 $3.6K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 34 $2.91K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 23 $1.97K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 17 $1.46K <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $172 <0.01% 0 13F-HR Timeline