MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 688,024 $80.1M <0.01% +6,276 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 507,687 $59.1M 0.02% +16,581 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 432,067 $50.3M 0.01% -18,124 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 386,843 $45M 0.06% +406 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 350,205 $40.8M 0.01% +20,250 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/ 340,691 $39.7M <0.01% -99,551 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 312,134 $36.3M 0.01% -5,079 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 257,673 $30M 0.03% +39,436 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 215,035 $25M 0.37% +3,108 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 205,401 $23.9M 2.11% -101,997 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 192,829 $22.4M +15,813 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 180,219 $21M 0.05% -1,449 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 165,161 $19.2M 0.32% -8,450 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151,288 $17.6M 0.03% +48,895 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 135,575 $15.8M 0.09% -2,465 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 113,426 $13.2M <0.01% +1,528 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 107,152 $13.1M 0.02% -4,248 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 108,936 $12.7M 1.58% -549 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 86,693 $10.1M <0.01% -17,533 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 83,200 $9.68M 0.04% -838 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 68,023 $7.92M 0.02% -12,058 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 66,147 $7.7M <0.01% -6,167 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,521 $7.39M 0.01% -1,269 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,989 $6.28M 0.02% +9,989 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 51,480 $5.99M 0.43% -9,009 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 43,067 $5.01M 0.53% -2,126 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 41,800 $4.87M 0.03% +26,869 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40,000 $4.66M <0.01% +20,000 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 34,064 $3.97M 0.2% -1,144 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,340 $3.53M 0.04% -11,249 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 29,423 $3.42M 1.09% -319 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 29,153 $3.39M 1.42% -70 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,427 $3.31M <0.01% +381 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,245 $3.17M 0.15% -1,637 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 23,915 $2.78M 0.01% -650 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,190 $2.7M 0.01% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,174 $2.7M <0.01% -2,360 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 21,830 $2.54M 0.12% +523 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 21,790 $2.54M 0.63% -325 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 21,081 $2.45M 0.37% -89 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,048 $2.45M 0.02% -1,216 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 20,201 $2.35M 0.35% -1,170 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 20,139 $2.34M 0.17% -91 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,533 $2.27M <0.01% -584 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 18,971 $2.21M 0.63% -29 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,189 $2.12M 0.02% -742 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,405 $2.03M 0.04% -75 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 16,767 $1.95M 0.35% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,246 $1.89M 0.01% -473 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,972 $1.86M <0.01% +6,581 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,608 $1.82M 0.05% +180 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 14,467 $1.68M 1.66% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,111 $1.64M 0.01% +11,928 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,814 $1.61M 0.03% -536 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,894 $1.38M 0.05% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 11,865 $1.38M 0.54% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,712 $1.34M 0.09% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,252 $1.31M 0.01% +69 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 11,095 $1.29M 0.33% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,902 $1.15M 0.09% 0 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 9,845 $1.15M 0.84% -5 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,947 $1.04M <0.01% -1,615 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,845 $1.03M 0.01% +388 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,543 $994K 0.08% -146 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,408 $979K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,320 $968K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,243 $960K 0.01% -548 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 7,973 $928K <0.01% +40 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,962 $926K <0.01% -8 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,925 $923K 0.03% -220 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,771 $905K <0.01% -46 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 7,494 $872K 0.39% +7 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,404 $862K 0.03% -11 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,394 $861K <0.01% -514 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,623 $771K 0.01% +494 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,574 $765K 0.02% 0 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 6,189 $720K 0.26% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,909 $688K <0.01% +2,596 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,532 $644K 0.02% -445 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,346 $622K 0.01% +160 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,320 $619K <0.01% -100 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,275 $614K 0.14% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,263 $613K 0.36% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 5,165 $601K 0.22% +1 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,830 $562K 0.01% +80 13F-HR Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,815 $560K 0.06% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,798 $558K 0.03% -129 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 4,683 $545K 0.54% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 4,648 $541K +2,016 Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,583 $533K 0.18% -48 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,524 $527K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,421 $515K 0.05% -47 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,403 $513K 0.01% -129 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,395 $512K 0.03% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,321 $503K <0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,051 $472K 0.02% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,970 $462K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,845 $448K <0.01% +594 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,830 $446K 0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,519 $410K 0.3% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,454 $407K 0.01% 0 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,444 $401K 0.15% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,404 $396K 0.01% +1,085 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,349 $390K 0.01% -100 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,130 $386K 0.08% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,235 $377K 0.21% -181 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,200 $372K 0.11% 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. 3,196 $372K <0.01% -24 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,146 $366K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,129 $364K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,125 $364K <0.01% 0 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,057 $356K <0.01% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,028 $352K 0.04% -870 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,798 $349K 0.11% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,857 $348K 0.02% -320 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,933 $341K 0.11% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,831 $330K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,820 $328K <0.01% +146 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,807 $327K <0.01% -119 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,765 $322K 0.03% -595 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,642 $308K 0.15% -250 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,597 $302K <0.01% 0 13F-HR/A Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,590 $301K 0.05% -50 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,585 $301K 0.16% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,560 $298K <0.01% -77 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,506 $292K 0.16% new 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/ 2,485 $289K <0.01% 0 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,419 $282K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,404 $280K <0.01% +16 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,367 $275K 0.02% +366 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,263 $263K <0.01% +95 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,206 $257K <0.01% -92 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,190 $255K 0.02% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,115 $246K 0.21% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,095 $244K 0.02% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,069 $241K 0.04% -1 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,057 $239K 0.03% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,006 $234K 0.11% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,000 $233K 0.02% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,000 $233K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,969 $229K <0.01% new 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 1,955 $228K 0.17% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,950 $227K 0.01% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,912 $223K 0.09% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,871 $218K 0.01% new 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,832 $213K 0.06% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,790 $208K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,745 $203K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,716 $200K <0.01% -6 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,186 $138K 0.03% -1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,140 $133K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,022 $119K <0.01% -93 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 913 $106K 0.01% -30 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 855 $99.5K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 843 $98.1K <0.01% -84 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 814 $94.7K 0.02% -564 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 800 $93.1K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 700 $81.5K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 594 $69.1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 585 $68K 0.02% +110 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 572 $66.6K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 528 $63.4K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 410 $47.7K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 409 $47.6K <0.01% -57 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 392 $45.6K 0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 363 $42.3K 0.03% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 356 $41.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 341 $39.7K 0.02% +167 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 332 $38.6K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 328 $38.2K 0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 306 $35.6K 0.02% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 300 $34.9K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 300 $34.9K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 275 $32K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 266 $31K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 257 $29.9K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 252 $29.3K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 245 $28.5K 0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 207 $24.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 200 $23.3K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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