MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 414,321 $19.3M <0.01% -87,024 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 342,772 $15.9M <0.01% +49,786 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 260,556 $12.1M <0.01% +9,817 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 249,936 $11.6M -20,364 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 165,928 $7.71M <0.01% -13,458 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/ 120,690 $5.61M <0.01% -3,304 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 101,501 $4.72M 0.01% 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 76,437 $3.55M <0.01% -6,524 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 75,800 $3.52M <0.01% -79,700 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 74,942 $3.48M 0.03% -739 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 70,938 $3.3M 0.04% -19,800 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 60,680 $2.82M <0.01% -9,609 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 59,293 $2.76M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,162 $2.15M 0.01% -4,659 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,487 $2.11M <0.01% +27,213 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 44,435 $2.06M <0.01% -2,287 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 42,662 $1.98M <0.01% -12,459 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 41,846 $1.94M <0.01% -2,764 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,274 $1.69M <0.01% -346 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 35,272 $1.64M 0.56% +163 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 34,498 $1.6M <0.01% +110 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33,274 $1.52M <0.01% +4,235 13F-HR Timeline Group Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 31,916 $1.48M 1.12% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 31,462 $1.46M <0.01% -4,257 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,236 $1.36M <0.01% -24,703 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 21,272 $1.22M 0.1% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 26,126 $1.21M <0.01% -4,251 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,975 $1.16M 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,672 $1.1M <0.01% +183 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,565 $1.1M 0.04% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,638 $1.05M <0.01% -944 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. 20,358 $946K <0.01% -1,500 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 20,299 $943K 0.12% +241 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 19,946 $927K 0.05% +982 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,814 $921K <0.01% -84 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 17,564 $816K 0.3% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 17,481 $812K 0.06% -3,498 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,571 $770K -1,146 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,498 $674K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,032 $652K <0.01% -4,168 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,986 $650K <0.01% +2,817 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,697 $497K <0.01% -2,319 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,625 $494K 0.02% +583 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,507 $488K 0.05% +125 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,582 $446K <0.01% -1,461 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,330 $434K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,073 $422K <0.01% +12 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,877 $413K <0.01% -126 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,789 $408K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,476 $394K <0.01% -642 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,470 $394K 0.02% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 8,422 $391K 0.08% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,260 $384K 0.04% +464 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,039 $373K 0.09% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,657 $356K <0.01% -453 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,200 $335K <0.01% +2,150 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,188 $334K <0.01% 0 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,996 $325K 0.01% -12 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,904 $321K 0.01% +356 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,791 $316K <0.01% +958 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,507 $302K <0.01% -1,055 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,343 $295K <0.01% -500 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,990 $278K 0.08% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 5,955 $277K 0.05% new 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 5,876 $273K 0.01% +235 13F-HR Timeline Group CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 5,763 $268K 0.04% -25 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,548 $266K 0.16% -4,569 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,682 $264K 0.02% +1 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,682 $264K 0.01% -480 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,665 $263K 0.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,416 $252K <0.01% -210 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 5,398 $251K +251 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,294 $246K <0.01% +187 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,150 $239K 0.03% +41 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,104 $237K 0.02% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,059 $235K 0.02% -20 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,968 $231K <0.01% +1,083 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,274 $230K <0.01% -1,264 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 4,863 $226K 0.01% -41 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,844 $225K <0.01% -15 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,837 $225K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,816 $224K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,816 $224K 0.03% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,587 $213K <0.01% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,537 $211K 0.08% -130 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,492 $209K <0.01% -8,200 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,260 $198K <0.01% +196 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4,019 $187K 0.15% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,867 $180K <0.01% +148 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,611 $168K <0.01% +3,576 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,080 $143K <0.01% +338 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,998 $141K <0.01% -119 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,953 $137K <0.01% -66 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,218 $103K 0.02% new 13F-HR/A Timeline MOTCO More: the full row for MOTCO 2,199 $102K 0.01% +390 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,958 $91.8K 0.02% +70 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,939 $90.1K <0.01% -106 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,888 $88K <0.01% +127 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,881 $87.4K <0.01% -50 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,682 $78.2K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,674 $78K 0.02% 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. 1,630 $75.8K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,607 $74.7K <0.01% +1,390 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,478 $68.7K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 330 $65.9K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,374 $63.9K <0.01% -750 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,311 $60.9K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,204 $56K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,108 $51.9K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,038 $48.2K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,000 $46.5K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 825 $45.3K 0.03% -539 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 962 $44.7K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 901 $41.9K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 842 $39.1K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 795 $36.9K <0.01% +190 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 763 $35.5K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 752 $34.9K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 692 $32.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 678 $31.5K <0.01% +34 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 675 $31.4K 0.03% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 573 $26.6K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 561 $26.1K <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 560 $26K <0.01% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 525 $24.4K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 504 $23.4K <0.01% -100 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 498 $23.1K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 420 $19.5K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 378 $17.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 370 $17.2K 0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 368 $17.1K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 365 $17K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 358 $16.6K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 356 $16.5K 0.01% -526 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 344 $16K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 200 $11.7K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 250 $11.6K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 220 $10.3K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $9.29K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 200 $9.29K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 193 $9.05K <0.01% -50 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 192 $8.94K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 186 $8.66K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 182 $8.46K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 176 $8.18K <0.01% +76 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 154 $7.14K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 146 $6.79K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 142 $6.6K <0.01% 0 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/ 121 $5.53K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 107 $5K <0.01% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 106 $4.93K <0.01% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $4.65K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 95 $4.42K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 75 $3.49K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 74 $3.44K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 65 $3.02K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 60 $2.79K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 55 $2.56K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 54 $2.5K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 51 $2.37K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 50 $2.32K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 47 $2.18K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 35 $1.63K <0.01% -10 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 31 $1.44K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 27 $1.25K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $1.07K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 20 $930 <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13 $604 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $371 <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 0 $10 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.