JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,782,654 $758M 0.04% -737,312 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,088,420 $241M 0.01% +682,786 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,260,945 $176M 0.04% +128,740 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,023,610 $79.9M 1.18% +20,260 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 702,324 $54.8M 0.05% +21,569 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 633,091 $49.4M 3.83% +16,014 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 618,478 $47.8M 0.02% +159,065 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 580,188 $45.3M 0.01% +17,399 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 571,576 $44.6M 0.7% +16,495 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 463,387 $36.2M 0.04% +47,309 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 455,639 $35.6M 0.01% +56,028 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 440,073 $34.3M 6.35% +8,645 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 347,624 $26.6M 9.07% +9,681 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 324,194 $25.3M 5.69% -15,347 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 278,665 $21.7M 1.18% +6,080 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 258,935 $20.2M 3.04% +536 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 231,431 $18.1M 0.01% -26,151 13F-HR Timeline Group Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 228,395 $17.8M 3.65% +13,160 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 224,405 $17.5M 0.87% +27,349 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 209,506 $16.3M 2.14% -193 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 191,937 $15M 0.02% +16,959 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 190,278 $14.8M <0.01% +6,053 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 182,754 $14.3M 3.51% +7,322 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 162,192 $12.7M +54,771 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 143,634 $11.2M <0.01% +4,148 13F-HR Timeline Group Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 138,964 $10.8M 7.04% +32,100 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 134,663 $10.5M 0.64% +6,679 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 124,966 $9.75M 0.01% +19,209 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 124,441 $9.71M 3.04% +67,676 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 123,055 $9.6M 0.04% +15,575 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 121,721 $9.31M 1.07% +21,702 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 117,476 $9.17M 0.44% +18,685 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 117,247 $9.15M 0.02% +25,592 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 110,138 $8.59M 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 103,466 $8.07M 0.07% +10,468 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 95,365 $7.44M 1% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 90,326 $7.05M 0.39% -2,951 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 89,802 $7.01M 1.46% +439 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 82,410 $6.43M 2.36% +720 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 81,030 $6.32M 0.08% +22,794 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 78,882 $6.15M 0.91% +25,001 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 78,189 $6.1M 1% +23,482 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 77,375 $6.04M 1.25% +16,545 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 72,790 $5.68M 0.07% +25,603 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 72,421 $5.65M 0.6% +25,073 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 64,586 $5.04M 0.01% +38,724 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 62,829 $4.79M 0.68% -3,259 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 56,697 $4.42M 1.2% -29,552 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 54,691 $4.27M 0.63% +1,804 13F-HR Timeline American Trust More: the full row for American Trust 53,695 $4.19M 0.32% -3,905 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 51,422 $4.01M 0.01% +2,012 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 48,412 $3.78M 0.73% +3,808 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,413 $3.62M 0.01% +6,842 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 46,410 $3.62M <0.01% -2,709 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 45,519 $3.55M 0.02% +440 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 44,165 $3.45M 0.34% +7,645 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 43,432 $3.39M 0.05% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,917 $3.27M <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 40,923 $3.19M -70 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 40,086 $3.13M <0.01% -894 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,052 $3.13M <0.01% new 13F-HR Timeline Group Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 39,874 $3.11M 1.29% +3,640 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 39,448 $3.08M 1.92% 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 38,225 $2.98M 0.38% +7,965 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 35,305 $2.76M <0.01% -4,182 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,123 $2.53M <0.01% +5,550 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 31,866 $2.49M 0.06% +4,304 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 31,697 $2.47M 0.87% -4,486 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 30,032 $2.34M 0.45% +13,752 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 29,215 $2.28M 0.13% +1,825 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 29,154 $2.27M 0.35% +1,083 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 28,688 $2.24M 0.45% -402 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 28,071 $2.19M 0.08% +27,968 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 26,902 $2.1M <0.01% -1,753 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 26,481 $2.07M 0.14% +342 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 26,476 $2.07M 0.74% -784 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,401 $2.06M 0.01% +4,751 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 26,179 $2.04M 1.57% +134 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 24,689 $1.93M 0.37% +1,362 13F-HR/A Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 23,946 $1.87M 1.68% -46 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,912 $1.87M 0.12% +846 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,839 $1.86M 0.01% -379 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 20,021 $1.56M 0.12% -425 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 19,863 $1.55M 0.18% -418 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 18,751 $1.47M 0.01% -14 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 18,102 $1.41M 0.53% -53 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,005 $1.33M 0.02% +1,383 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16,177 $1.26M 0.17% +7,142 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,442 $1.2M 0.02% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,393 $1.2M 0.03% -267,715 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 14,263 $1.11M 0.17% +777 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 13,328 $1.04M 0.11% -297 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 12,573 $981K 0.19% +8,514 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 11,475 $895K 0.13% -54 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,374 $888K 0.03% -148 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,821 $844K 0.03% +1,662 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10,008 $781K 0.59% +232 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 9,700 $757K 0.32% +1,542 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 9,466 $739K 0.18% +455 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 8,855 $691K 0.23% -3,891 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 8,500 $663K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,454 $660K 0.01% +2,525 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,167 $637K <0.01% +5,260 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,945 $620K 0.39% -48,075 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,906 $617K 0.03% +350 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,094 $554K 0.04% +882 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,985 $545K 0.01% +1,316 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,879 $537K 0.03% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,873 $536K 0.16% 0 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 6,640 $518K 0.26% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,635 $518K <0.01% +1,451 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,426 $501K <0.01% +152 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,416 $501K 0.01% -3,287 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 6,338 $495K 0.07% -1,575 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,095 $476K 0.1% +439 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,969 $466K 0.01% -204 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,956 $465K 0.03% -316,296 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,858 $457K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,853 $457K 0.02% +141 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,822 $454K <0.01% +216 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 5,722 $444K <0.01% -797 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,308 $414K <0.01% new 13F-HR/A Timeline SFAM, LLC More: the full row for SFAM, LLC 5,220 $407K 0.33% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,263 $407K 0.02% -212 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,209 $406K <0.01% -89 13F-HR Timeline Group LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 5,115 $399K 0.3% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,083 $397K <0.01% 0 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,014 $391K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,990 $389K 0.01% +20 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,797 $374K 0.02% -6,025 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 4,614 $360K 0.27% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,585 $358K 0.02% +1,275 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,517 $352K <0.01% +2,425 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,166 $325K 0.03% -280 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,136 $323K 0.04% +514 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,072 $318K 0.01% -17 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,009 $313K 0.02% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,008 $313K 0.07% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,986 $311K 0.01% +37 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,954 $309K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,942 $308K <0.01% -150 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 3,870 $302K 0.21% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,729 $291K 0.04% +134 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,311 $288K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,687 $288K <0.01% -1,005 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,593 $280K 0.03% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,554 $277K 0.01% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,445 $269K 0.07% +64 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,231 $252K 0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,135 $245K <0.01% -43 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,038 $237K <0.01% -30,039 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,918 $228K 0.03% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,821 $220K 0.01% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,615 $204K 0.06% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,100 $164K 0.05% 0 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) 1,748 $136K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,735 $136K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,223 $95.4K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,125 $87.8K 0.02% -1,131 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,068 $83K <0.01% +560 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,038 $80.9K 0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 757 $59K <0.01% +593 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 747 $58.3K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 695 $54.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 600 $46.8K <0.01% -102 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 565 $44.1K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 534 $41.7K <0.01% new 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 517 $40K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 611 $36.1K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 351 $27.4K <0.01% +212 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 325 $25.4K <0.01% -15 13F-HR Timeline SJS Investment Consulting Inc. 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