JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,795,908 $410M 0.02% -911,506 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 937,516 $105M 0.02% +122,614 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 533,847 $59.6M 0.01% +99,817 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 525,975 $58.7M 0.01% -12,614 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 413,281 $46.1M 0.01% +55,580 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 397,707 $44.4M 0.52% +30,908 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 381,610 $42.6M 5.64% +1,669 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 332,367 $37.1M <0.01% +223,602 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 230,826 $25.7M 0.01% +11,475 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 223,976 $25M 0.08% +8,584 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 221,237 $24.7M 0.01% +55,111 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 182,483 $20.4M 3.02% +25,278 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 159,888 $17.8M 0.04% +28,849 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 150,776 $16.8M 0.72% +8,419 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 149,519 $16.7M 1.02% +2,986 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 130,813 $14.6M 1.88% -493 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 128,966 $14.4M 0.02% +2,695 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 135,700 $14.2M 0.01% +39,081 13F-HR Timeline Group Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 120,621 $13.5M 5.94% 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 120,322 $13.4M 2.22% +1,335 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 113,072 $12.6M 4.11% +5,841 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,256 $12M 0.01% +65,866 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 106,688 $11.9M 0.12% -4,466 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 99,779 $11.1M 1.02% +25,295 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 95,047 $10.6M 1.03% -8,075 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 89,432 $9.98M 0.05% +7,139 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 85,879 $9.58M 4.14% -7,345 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 83,247 $9.29M 0.01% +6,860 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 82,962 $9.25M 0.02% -21,541 13F-HR Timeline Group Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 78,989 $8.81M 5.13% -9,528 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 69,188 $7.72M 1.72% -2,897 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 73,375 $7.67M 2.76% +1,968 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 67,866 $7.57M 0.93% -657 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 64,115 $7.15M 0.65% -2,345 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 59,745 $6.66M 0.48% +35,840 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,946 $5.79M <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 51,446 $5.74M 0.03% +32,347 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 45,554 $5.08M 2.97% -197 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 44,387 $4.95M 0.07% +1,440 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 44,109 $4.92M 0.06% +1,738 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 43,437 $4.85M 2.67% -919 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 40,105 $4.47M 1.26% +27,046 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 39,266 $4.38M 1.79% -4,064 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,422 $4.06M 0.01% +3,948 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,260 $3.93M 0.01% +3,087 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 35,169 $3.92M 1.65% -1,806 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 34,501 $3.85M 0.11% +1,510 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 33,892 $3.78M 1.7% +2,061 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,326 $3.72M 0.01% +7,474 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 31,849 $3.55M 0.24% +568 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 31,409 $3.5M 0.2% -13,636 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,524 $3.41M 0.06% -6,780 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) 30,369 $3.39M 0.08% +21,144 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 29,666 $3.29M 0.01% +1,385 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 29,376 $3.28M 0.03% +29,285 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,742 $3.09M 0.03% +3,000 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,709 $2.98M 0.18% +4,281 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,662 $2.64M <0.01% +68 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 23,649 $2.64M 0.14% -21,622 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 23,435 $2.61M 0.03% -66,551 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/ 22,826 $2.55M <0.01% +18,066 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,495 $2.4M <0.01% +876 13F-HR Timeline Group BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 21,396 $2.39M 1.77% -543 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 20,494 $2.29M 1.69% -355 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 20,016 $2.23M 1.04% -1,590 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 19,733 $2.2M 0.52% +5,343 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 18,028 $2.01M 0.36% -3,224 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 17,242 $1.92M 0.47% +8,679 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 16,509 $1.84M 0.02% new 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 16,254 $1.81M 0.12% -9,813 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,067 $1.79M 0.02% -189 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 15,745 $1.76M 1.48% +8,285 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 15,452 $1.72M 0.01% -7,035 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,641 $1.63M 0.02% new 13F-HR Timeline Group Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 14,367 $1.6M 0.51% -318 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 13,247 $1.48M 0.27% +1,043 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 12,297 $1.37M 0.84% +9,217 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,231 $1.36M 0.01% +537 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12,038 $1.34M 1.13% -703 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,991 $1.34M 0.14% +480 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,795 $1.32M 0.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,386 $1.27M <0.01% +582 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,902 $1.22M <0.01% -17,602 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 10,242 $1.14M 0.13% +3,074 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,100 $1.13M <0.01% +7,500 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. 10,054 $1.12M <0.01% +2,200 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,825 $984K <0.01% +1,799 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,041 $946K <0.01% -3,577 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,398 $937K <0.01% -10,106 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,094 $905K 0.12% +355 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,019 $895K 0.02% +1,966 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,990 $891K 0.17% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,689 $858K 0.33% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,409 $826K <0.01% +125 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 7,104 $792K 0.07% -497 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 6,685 $746K 0.15% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,549 $731K <0.01% -21,747 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 6,480 $723K 0.08% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 6,121 $683K 0.16% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,011 $671K <0.01% -477 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5,085 $567K 0.19% +3,359 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,989 $557K 0.02% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,727 $527K <0.01% +1,517 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 4,488 $501K 0.07% -477 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,429 $494K 0.01% -500 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,404 $491K 0.1% -500 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,327 $483K <0.01% -172 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 4,043 $451K <0.01% -911 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,963 $442K 0.03% +148 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,880 $433K 0.1% +422 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,850 $429K 0.01% 0 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,831 $427K 0.09% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,704 $413K 0.09% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,680 $411K 0.15% -485 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,639 $406K 0.03% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,417 $381K 0.07% -24 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,417 $381K 0.15% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,232 $361K <0.01% -951 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,232 $361K 0.01% -951 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,073 $343K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,029 $338K <0.01% new 13F-HR Timeline Group Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,782 $310K 0.26% +199 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,675 $298K 0.11% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,725 $296K <0.01% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,509 $280K 0.14% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,503 $279K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,490 $278K 0.01% -497 13F-HR Timeline Group Blue Water Asset Management More: the full row for Blue Water Asset Management 2,473 $276K 0.09% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,380 $265K <0.01% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,292 $256K 0.21% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,286 $255K <0.01% -641 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,360 $243K 0.04% new 13F-HR/A Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,114 $236K 0.13% +266 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,085 $233K <0.01% +1,697 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,646 $232K 0.01% -356,543 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,062 $230K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,053 $229K <0.01% +72 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,936 $216K 0.06% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,930 $215K <0.01% new 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 1,831 $204K <0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 1,468 $164K 0.02% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,300 $145K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,285 $143K 0.08% -272 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 1,054 $118K 0.84% -627 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 925 $103K <0.01% +425 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 902 $101K 0.03% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 920 $73.2K 0.36% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 623 $69.5K <0.01% -178 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 520 $58K <0.01% -14 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 475 $51.5K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 408 $45.5K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 403 $45K <0.01% -481 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 400 $44.6K <0.01% +343 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 399 $44.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 304 $33.9K <0.01% +110 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 285 $31.8K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 263 $29.3K 0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 261 $29.1K <0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 210 $23.4K 0.02% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 197 $22K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 159 $17.7K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 150 $16.7K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 137 $15K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 113 $12.6K <0.01% -9 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 113 $12.6K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 111 $12.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 110 $12.3K <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 95 $10.6K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 92 $10.3K 0.01% +80 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 84 $9.37K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 79 $8.81K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 72 $8.03K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 68 $7.59K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42 $4.68K <0.01% +10 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 32 $3.57K <0.01% -14 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 20 $2.23K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12 $1.34K <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 8 $892 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $224 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $112 <0.01% 0 13F-HR Timeline