Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 24,149,682 $614M -1,024,590 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,034,521 $77.1M <0.01% +139,507 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,925,998 $74.4M 2.53% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,576,427 $65.5M 0.02% +226,381 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,898,502 $48.3M 0.01% +1,188,935 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,853,974 $47.1M <0.01% -133,198 13F-HR/A Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,626,753 $41.4M 0.02% -146,755 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,335,500 $33.9M 0.11% +400,000 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,307,125 $33.2M 0.01% -51,277 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,058,867 $26.9M <0.01% +14,809 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,004,591 $25.5M 0.01% -20,556 13F-HR Timeline 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 830,492 $21.1M <0.01% -11,146 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 643,009 $15.7M 0.02% -100,507 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 587,007 $14.9M 0.02% +15,612 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 573,516 $14.6M 0.84% +22,956 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 520,471 $13.2M <0.01% -1,717 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 460,425 $11.7M 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 402,679 $10.2M 0.02% -54,896 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 289,795 $7.37M <0.01% +32,408 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 275,017 $6.99M 3.2% +5,498 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 255,033 $6.48M 6.07% +115,003 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 225,495 $5.73M 0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 209,567 $5.33M <0.01% -2,823 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 204,284 $5.19M 1.23% -650 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 203,303 $5.17M 0.01% +3,390 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 201,331 $5.12M 0.99% -11,164 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 195,984 $4.98M 0.04% +971 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 182,522 $4.64M 2.26% +6,348 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 173,149 $4.4M 0.25% -2,010 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 149,441 $3.8M 0.2% -6,170 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 148,714 $3.78M 1.63% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 143,283 $3.65M 0.01% +7,521 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 143,354 $3.64M 1.08% +52,338 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 114,366 $2.91M 0.21% -2,049 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 113,861 $2.89M 0.09% -3,591 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 111,754 $2.84M 0.17% +8,309 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 103,263 $2.62M <0.01% +11,648 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 90,963 $2.31M 0.24% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 90,225 $2.29M <0.01% +74,645 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 87,242 $2.22M 0.13% +30 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 86,869 $2.21M 0.02% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 85,513 $2.17M <0.01% -19,746 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 82,461 $2.1M 0.02% -51 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 87,326 $2.04M 0.23% -1,183 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 79,973 $2.03M 0.01% +76,665 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 75,432 $1.91M 0.03% -4,921 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 75,160 $1.91M <0.01% +34,299 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 73,035 $1.86M 0.34% +19,018 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 68,755 $1.75M 0.37% +2,719 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,802 $1.55M 0.01% +262 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 54,559 $1.39M 0.51% +1,330 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 54,236 $1.38M 0.08% -1,364 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 54,236 $1.38M 0.24% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 51,191 $1.3M 0.01% +577 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 51,161 $1.3M 0.01% new 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,893 $1.29M 0.01% +558 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 49,900 $1.27M 0.03% +2,594 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,516 $1.21M 0.05% -10,444 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 43,140 $1.1M <0.01% +10,300 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 41,294 $1.05M 0.13% +231 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 41,289 $1.05M <0.01% +773 13F-HR/A Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 41,177 $1.05M 0.61% +3,870 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 40,620 $1.03M 0.03% +5,538 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 38,347 $975K <0.01% +6,365 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,223 $870K <0.01% +16,625 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 32,180 $818K <0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,145 $792K <0.01% -7,370 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 30,458 $774K <0.01% +998 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28,497 $724K 0.32% +404 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 28,251 $718K 0.21% -712 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,262 $718K <0.01% +11,889 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 26,885 $683K 0.02% -480,983 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,538 $675K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 25,452 $647K 0.02% -1,319 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 23,979 $610K 0.35% +8,731 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 23,216 $590K <0.01% -463 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 22,506 $572K 0.19% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,245 $565K <0.01% +149 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,950 $558K <0.01% -2,960 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21,023 $534K 0.01% -489 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 20,822 $529K 0.02% +62 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,417 $519K 0.01% -102,498 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 20,107 $514K 0.13% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 18,780 $477K 0.07% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,567 $472K <0.01% +2,406 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 18,217 $463K 0.06% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 17,852 $448K 0.1% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,717 $425K 0.05% -189 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,517 $420K <0.01% -5,604 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 16,005 $407K 0.12% +226 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,950 $405K 0.01% -796 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,313 $385K <0.01% +6,789 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,524 $369K 0.01% +1,594 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,281 $363K <0.01% new 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,027 $362K 0.06% +3,264 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14,117 $359K 0.02% -109 13F-HR Timeline American Trust More: the full row for American Trust 13,223 $336K 0.03% +298 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 13,083 $333K 0.06% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,385 $316K 0.05% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,020 $306K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,720 $298K 0.01% +2,134 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,451 $291K <0.01% +808 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,399 $290K 0.02% +3,486 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,138 $283K <0.01% -114,303 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,058 $281K <0.01% -1,530 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,020 $280K <0.01% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 10,986 $279K 0.04% +1,912 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,971 $279K 0.01% +316 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,319 $237K 0.01% +14 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,279 $236K <0.01% +1 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,255 $235K 0.01% +1,088 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 9,156 $233K 0.15% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,984 $228K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,947 $227K 0.01% -1,224 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,725 $222K 0.06% +82 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,193 $208K 0.07% new 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 8,127 $207K 0.04% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,124 $207K <0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,000 $203K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,925 $201K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,803 $198K 0.02% -732 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,946 $177K <0.01% -528 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,458 $164K <0.01% +86 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,271 $159K 0.01% -156 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,637 $143K <0.01% -45 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,767 $121K <0.01% +666 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,530 $115K <0.01% +210 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,160 $106K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,037 $103K <0.01% +2,933 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,840 $97.6K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,202 $81.4K <0.01% +2,521 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,049 $77.5K <0.01% -70 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,937 $74.7K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,634 $67K <0.01% -2,700 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,513 $63.9K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,256 $57.3K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,949 $49.5K 0.01% -128 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,823 $46.3K 0.02% +2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,800 $45.8K <0.01% +1,296 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,705 $43.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,711 $43.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,551 $39.4K <0.01% +1,348 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,408 $35.8K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,281 $32.6K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,242 $31.6K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 985 $25K <0.01% -2,656 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 959 $24.4K <0.01% 0 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 952 $24.2K <0.01% -661 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 872 $22.2K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 804 $20.4K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 801 $20.4K <0.01% +141 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 751 $19.1K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 729 $18.5K <0.01% +724 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 609 $15.5K <0.01% 0 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 541 $13.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 540 $13.7K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 548 $13K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 505 $12.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 498 $12.7K <0.01% -87 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 445 $11.3K <0.01% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 433 $11K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 408 $10.4K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 407 $10.3K <0.01% -1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 389 $9.89K <0.01% +33 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 380 $9.66K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 335 $8.52K <0.01% +5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 335 $8.52K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 312 $7.93K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 240 $6K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 300 $5.11K <0.01% +99 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 169 $4.32K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 150 $3.81K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 144 $3.66K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 134 $3.42K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 124 $3.15K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 80 $2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 74 $1.88K <0.01% -188 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 70 $1.79K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 70 $1.78K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 70 $1.78K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 57 $1.45K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 34 $867 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 29 $737 <0.01% -22 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 21 $534 <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 17 $433 <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 12 $305 <0.01% new 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4 $102 <0.01% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 3 $77 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $76 <0.01% -8 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3 $76 <0.01% -6 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3 $76 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $76 <0.01% -3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2 $54 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $51 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1 $26 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $26 <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1 $26 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1 $25 <0.01% new 13F-HR Timeline