Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,019,514 $5.74M 0.08% -19,038 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 453,004 $2.55M 0.76% +7,171 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 367,548 $2.07M 0.09% -11,482 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 232,746 $1.31M 0.13% +17,272 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 208,305 $1.17M 0.06% +11,629 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 203,297 $1.09M <0.01% +24,348 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 168,754 $950K 0.21% -3,882 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 110,000 $620K 0.09% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 109,376 $616K <0.01% +14,359 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 102,739 $578K 0.02% +7,374 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 68,766 $387K 0.08% +13,675 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 58,982 $332K 0.01% +4,531 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 55,230 $311K 0.08% -2,104 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 44,663 $251K 0.03% +5,254 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 40,742 $229K 0.02% +2,656 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,732 $224K 0.01% +25,476 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 27,203 $153K <0.01% +1,075 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 25,083 $141K 0.03% +329 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 24,801 $140K 0.06% -1,445 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,533 $138K 0.01% +24,479 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,611 $138K <0.01% -2,372 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 21,478 $121K 0.01% +3,450 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 20,936 $118K 0.01% -70 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 20,097 $117K 0.04% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 19,837 $112K 0.03% -55 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 18,551 $104K 0.01% -4,419 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 17,966 $101K <0.01% +5,831 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,909 $83.9K <0.01% +1,949 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 14,879 $83.8K 0.06% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,541 $81.9K <0.01% -82 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,405 $81.1K 0.01% 0 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 13,989 $78.8K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 13,041 $73.4K 0.01% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,376 $69.7K <0.01% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,372 $69.7K 0.03% +258 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 12,046 $67.8K 0.04% -1,244 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,040 $67.8K <0.01% +541 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9,478 $53.4K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,666 $43.2K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,439 $13.7K 0.01% +394 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,816 $10.2K 0.01% -123 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,631 $9.18K <0.01% +1,324 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,129 $6.36K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 880 $5K <0.01% +12 13F-HR Timeline Trust Co More: the full row for Trust Co 107 $602 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 86 $484 <0.01% -86 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 84 $473 <0.01% new 13F-HR Timeline