JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 32,816,956 $1.63B 0.12% +4,479,846 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 21,947,880 $1.09B 1.55% -167,505 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,778,033 $685M 0.05% +911,538 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,494,864 $472M 0.18% +2,618,786 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/ 9,276,606 $461M 0.04% +1,614,464 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,916,853 $294M 0.07% +782,276 13F-HR Timeline Group Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 5,037,200 $250M 1.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,799,253 $239M 0.02% -191,816 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,365,027 $217M 0.08% +1,202,781 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,116,633 $205M 0.05% +1,571,861 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,567,987 $177M 0.03% +34,545 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,044,501 $151M 0.08% +392,227 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,578,828 $128M 0.03% +280,708 13F-HR/A Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,313,100 $115M 0.17% +462,700 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,028,866 $101M 0.14% +968,658 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,807,641 $89.3M 16.15% +4,946 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,427,916 $71M 0.54% -51,328 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,216,429 $60.5M 0.06% +248,915 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,180,349 $58.7M 0.13% -127,048 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,116,276 $55.5M 0.05% +537,507 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,065,813 $53M 0.1% +243,908 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,053,712 $52.4M 0.31% +250,260 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 962,414 $47.9M 0.54% new 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 924,296 $46M 10.41% -162,864 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 791,668 $39.4M 0.24% +213,709 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 773,379 $38.5M +177,354 Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 706,620 $35.1M 14.64% +217,392 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 681,064 $33.9M 13.05% +25,426 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 578,068 $28.7M 1.16% +32,284 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 569,669 $28.3M 3.98% +179,983 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 499,079 $24.8M 0.08% +38,904 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 453,615 $22.6M 0.08% +136,496 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 437,323 $21.7M 0.32% +283,157 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 411,838 $20.5M 15.19% +301,585 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 409,629 $20.4M 8.15% +46,490 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 398,477 $19.8M 0.16% +24,299 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 393,133 $19.4M 10.12% -6,475 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 387,060 $19.2M 1.01% +57,141 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 384,807 $19.1M 0.12% +141,062 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 369,828 $18.4M 2.86% +91,187 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 351,674 $17.5M 0.67% +31,473 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 331,190 $16.5M 4.87% +20,211 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 326,250 $16.2M 15.12% +28,488 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 311,846 $15.5M 0.64% +80,009 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 310,003 $15.4M 4.24% +61,347 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 299,751 $14.9M 3.66% +11,593 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 271,150 $13.5M 0.03% +93,244 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 269,131 $13.4M 3.48% +4,754 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 264,464 $13.2M 1.38% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 263,614 $13.1M 0.12% -16,035 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 263,452 $13.1M 0.2% +70,797 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 260,770 $13M 2.57% -78,906 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 253,618 $12.6M 0.01% +159,852 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 246,011 $12.2M 0.38% -80,421 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 245,133 $12.2M 0.05% -4,822 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 242,536 $12.1M 5.58% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 241,021 $12M 0.17% +10,595 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 236,211 $11.7M 2.51% +213,896 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 234,678 $11.7M 0.18% +41,304 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 230,682 $11.5M 0.31% +111,235 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 227,710 $11.3M +42,935 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 213,420 $10.6M 0.02% +9,006 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 201,194 $10M 0.02% +123,936 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 193,081 $9.6M 0.01% +86,317 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 192,452 $9.57M 0.04% +26,040 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 187,523 $9.33M 0.99% +4,350 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 186,764 $9.23M 6.78% +111,162 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 183,390 $9.12M 2.74% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 182,038 $9.05M 0.1% +2,684 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 179,808 $8.94M 0.07% +174,360 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 176,187 $8.76M 1.47% +31,040 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 170,923 $8.5M 3.7% +89,244 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 169,382 $8.42M 2.04% +14,837 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 163,219 $8.12M 1.65% +12,342 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 159,795 $7.95M 1.73% +9,495 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 159,270 $7.92M 0.41% +28,765 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 157,479 $7.83M 1.75% +4,100 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 155,705 $7.74M 0.24% +16,649 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 145,594 $7.24M 0.01% +40,020 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 142,317 $7.08M 0.08% +4,172 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 137,365 $6.81M 0.17% +113,121 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 136,340 $6.78M 1.48% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 132,923 $6.61M 0.02% +17,715 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 132,283 $6.58M 0.5% -15,338 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 130,853 $6.51M 0.36% +32,927 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 130,765 $6.5M 2.07% +14,940 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 129,415 $6.44M 1.85% +5,481 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 128,603 $6.4M 0.39% +121,263 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 127,173 $6.32M 0.86% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 126,486 $6.29M 0.08% +559 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 122,788 $6.11M 0.11% +34,796 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 122,193 $6.08M 1.67% +6,734 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 120,045 $5.97M 0.06% -17,173 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 119,854 $5.96M 5.85% +76,181 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 119,217 $5.93M 0.68% -17,504 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 119,165 $5.93M 0.12% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 117,424 $5.84M 1.47% -230 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 113,681 $5.65M 0.57% +29,470 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 113,092 $5.62M 2.31% +17,932 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 112,460 $5.59M 0.18% +24,644 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 111,865 $5.56M 0.88% +8,474 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 107,119 $5.33M 0.01% +11,893 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 99,915 $4.97M 1.23% +1,389 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 98,497 $4.9M 3.08% +7,332 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 97,655 $4.86M 0.6% +18,753 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 91,992 $4.57M 0.12% +26,379 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 91,021 $4.53M 0.43% -12,603 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 88,802 $4.42M 0.08% +29,120 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 87,657 $4.36M <0.01% -13,880 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 87,272 $4.34M 0.03% -2,974 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 87,165 $4.33M 1.32% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 86,058 $4.28M 0.03% -8,027 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 85,559 $4.23M 3.04% +7,897 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 84,158 $4.19M 1.74% +4,948 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 80,685 $4.01M 0.35% +11,105 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 80,109 $3.98M 3.25% -6,597 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 79,878 $3.97M +20,872 Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 79,271 $3.94M 0.64% -22,270 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 79,606 $3.94M 0.77% -100,973 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 77,387 $3.85M 0.35% -2,951 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 76,703 $3.81M 0.12% +30,817 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 76,638 $3.81M 0.02% +2,375 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 75,095 $3.73M 0.51% +13,735 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 73,735 $3.67M 1.28% -7,671 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 71,626 $3.56M 0.16% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 70,796 $3.52M 0.05% +7,351 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 70,586 $3.51M 3.66% -47,722 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 70,507 $3.51M 0.51% +42,833 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 70,096 $3.49M 0.05% -3,458 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 69,726 $3.47M 0.93% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 68,235 $3.39M 0.02% +39,899 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 67,327 $3.35M 0.12% -5,658 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 66,282 $3.3M 1.5% +1,635 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 64,753 $3.22M <0.01% +14,500 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 63,901 $3.18M 0.2% +26,895 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 62,205 $3.09M 1.33% +26,685 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 61,937 $3.08M 0.25% +12,808 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 61,830 $3.07M 0.77% +3,750 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 60,511 $3M 0.09% +32,820 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 60,321 $3M 1.26% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 57,525 $2.86M 0.4% +12,717 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 57,037 $2.84M 0.83% +6,014 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 56,576 $2.81M 2.59% +21,760 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 54,830 $2.73M 1.54% -43,905 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 53,538 $2.66M 0.03% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 52,730 $2.62M 1.49% +7,153 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 52,333 $2.6M 0.01% +18,066 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 52,067 $2.59M 0.26% +5,758 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 51,822 $2.58M 0.88% +5,306 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 51,548 $2.56M 0.22% +24,690 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 51,595 $2.56M 1.42% -8,320 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 50,864 $2.53M 0.68% +10,548 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 48,080 $2.39M 0.03% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 47,725 $2.37M 0.09% -524 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 47,511 $2.36M 0.1% new 13F-HR Timeline Group Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 45,684 $2.27M 1.21% +7,064 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 45,519 $2.26M 0.11% -2,943 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 45,389 $2.26M 1.2% +1,898 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 45,348 $2.26M 0.93% -967 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 42,878 $2.13M 0.6% -2,997 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 42,847 $2.13M 0.8% -1,455 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 42,648 $2.12M 0.86% +13,538 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 42,593 $2.12M 0.09% +7,805 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 42,448 $2.11M 0.1% +536 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 42,358 $2.11M 0.03% +22,459 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 42,288 $2.1M 0.67% +21,563 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,136 $2M 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 38,951 $1.94M 0.04% -539 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 38,897 $1.93M 0.06% -3,525 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 37,745 $1.88M 1.6% +4,304 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 37,500 $1.86M 0.3% 0 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 37,453 $1.86M 0.7% -1,575 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 36,652 $1.82M 0.54% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 36,623 $1.82M 0.35% +20,354 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 36,046 $1.79M 1.79% +412 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 35,885 $1.78M 0.02% -2,600 13F-HR Timeline Tradewinds, LLC. 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