LPL Financial LLC More: the full row for LPL Financial LLC 2,161,862 $255M 0.06% -404,934 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,146,521 $135M 3.57% +200,037 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,038,201 $123M 1.94% -61,608 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 921,171 $109M 0.03% -111,295 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 788,535 $93.1M 0.04% -76,983 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 592,369 $72.9M 0.87% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 515,194 $60.8M 0.01% +16,775 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/ 460,123 $54.3M <0.01% +16,709 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 370,266 $43.7M 0.05% +2,179 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 370,112 $43.7M 8.56% +16,280 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 362,355 $42.8M 1.85% +19,490 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 316,840 $37.4M 3.54% +3,120 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 310,201 $36.6M 0.25% +20,000 13F-HR Timeline Group Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 305,614 $36.1M 17.25% +37,787 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 300,483 $35.5M 0.11% +7,042 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 281,976 $33.3M 0.04% +16,572 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 251,142 $29.6M 0.02% -583,327 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 211,320 $24.9M 0.15% +46,782 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 181,655 $21.4M <0.01% +2,815 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 164,700 $19.4M 0.01% +2,200 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 152,551 $18M 0.08% -27,323 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 133,596 $15.8M <0.01% +3,690 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 132,680 $15.7M 3.05% -1,960 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 130,528 $15.4M 0.03% -21,033 13F-HR/A Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 116,467 $13.7M 4.22% +5,251 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 117,502 $13.7M 1.59% -1,668 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 101,086 $11.9M 1.09% -35,159 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 98,503 $11.6M 0.01% +7,283 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 95,318 $11.3M -86,221 Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 89,650 $10.6M 3.9% +1,615 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 85,282 $10.1M 6.01% +1,905 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 84,069 $9.92M 3.56% +3,031 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 82,295 $9.71M 0.13% -16,814 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 80,045 $9.45M 5.49% +3,292 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,304 $8.89M 0.01% +53,848 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 66,618 $7.86M 0.16% +45,147 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 63,388 $7.48M 0.01% +2,339 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 62,336 $7.36M 0.01% +1,966 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 61,799 $7.3M 3.58% +2,001 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 61,656 $7.28M 0.11% -44,486 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 58,727 $6.93M 1.22% +3,199 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 58,509 $6.91M 0.38% +1,774 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 56,564 $6.68M <0.01% -31,930 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 55,718 $6.58M 0.03% +8,281 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 46,461 $5.48M 3.36% +2,370 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 43,230 $5.1M -1,044 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,882 $4.94M 0.02% +13,473 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 40,224 $4.75M 0.18% -249 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 37,868 $4.47M 1.59% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 37,040 $4.37M 0.09% +16,599 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36,956 $4.36M 0.71% +8,051 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,586 $4.08M 0.02% +2,372 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 34,467 $4.07M <0.01% +30,255 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 33,184 $3.92M 0.15% +13,329 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 32,244 $3.81M 0.01% -461 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,204 $3.8M 0.01% +183 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,325 $3.7M <0.01% +17,628 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 31,172 $3.68M 0.19% -443 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,812 $3.4M 0.07% -190 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 26,889 $3.17M 0.47% +10,886 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 26,849 $3.17M 0.15% -264 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 26,725 $3.15M 0.07% -1,063 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 25,949 $3.06M 2% -40,162 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 25,275 $2.98M 0.29% +91 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 23,732 $2.8M 0.89% +2,585 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,999 $2.72M 0.01% +2,522 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 20,853 $2.46M 0.43% +14,831 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 20,718 $2.45M 0.68% +5,434 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 19,121 $2.26M 0.95% -454 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 18,255 $2.15M 0.48% -15,643 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,986 $2.12M <0.01% +13,954 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,780 $1.98M 0.02% +2,200 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 16,756 $1.98M 0.39% -207 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,243 $1.98M <0.01% +5,336 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 16,553 $1.95M 0.73% -939 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 16,318 $1.93M 0.97% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,563 $1.84M 0.03% -46,146 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,469 $1.82M 0.01% +629 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 15,237 $1.8M 0.12% -1,840 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 15,017 $1.77M 0.15% +814 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,403 $1.7M 0.03% +1,303 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,150 $1.67M 0.04% -22 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 14,154 $1.66M 2.37% -136,861 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 13,061 $1.54M 0.05% +1,263 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,793 $1.51M 0.02% +1,264 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,524 $1.48M 0.05% +2,304 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 11,506 $1.36M 0.75% -26,187 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,098 $1.19M 0.07% +584 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,828 $1.16M 0.01% +1,232 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,610 $1.13M 0.85% +5 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,933 $1.05M 0.01% +199 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 8,772 $1.04M 0.97% 0 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 8,240 $973K 0.56% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,634 $901K <0.01% -1,093 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,206 $851K 0.24% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,930 $818K <0.01% -12,715 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,617 $781K <0.01% new 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 6,242 $737K 0.27% +4,049 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 5,623 $664K 0.08% -44 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 5,199 $614K 0.23% -1,233 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,108 $603K <0.01% +4,845 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,079 $600K 0.39% -678 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,876 $576K 0.27% +1,148 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 4,832 $574K <0.01% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,624 $546K 0.19% +242 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,294 $507K 0.06% -15,558 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,266 $504K <0.01% -1,054 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,946 $466K 0.01% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,937 $465K 0.06% -184 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,747 $442K 0.01% -299 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 3,659 $432K 0.17% -20,485 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,646 $430K 0.01% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,610 $426K 0.01% -380,557 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,596 $425K <0.01% +1,203 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,772 $396K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,204 $378K 0.01% +60 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,189 $377K 0.12% -13,101 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 3,167 $376K 0.2% -154,070 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,165 $374K 0.04% -83,059 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,116 $368K 0.17% new 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,014 $356K <0.01% -159 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,905 $343K <0.01% 0 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 2,892 $341K 0.04% 0 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,843 $336K 0.09% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,825 $333K 0.01% -2,024 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,770 $327K <0.01% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,718 $321K 0.19% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,723 $319K <0.01% +1,943 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,537 $300K 0.01% +60 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,507 $296K 0.01% +286 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,425 $286K 0.11% +2,084 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,420 $286K 0.01% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,373 $280K 0.08% -806 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,365 $279K 0.03% +5 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,297 $271K 0.01% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,249 $265K <0.01% -6 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,989 $235K 0.04% -2,453 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,927 $227K 0.04% +1 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,901 $224K <0.01% new 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,869 $221K 0.12% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,787 $211K <0.01% -165 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,780 $210K <0.01% +739 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,779 $210K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,751 $207K 0.01% -2,135 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,704 $201K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,545 $182K 0.14% -748 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,540 $182K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,538 $182K 0.08% -3,979 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,509 $178K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 1,457 $172K 0.01% +90 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,430 $169K 0.03% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,072 $127K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 853 $101K 0.06% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 767 $91.4K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 712 $84.1K 0.01% -4,456 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 638 $75.3K <0.01% -13,376 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 627 $74K 0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 541 $63.9K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 453 $53.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 425 $50.2K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 392 $46.3K 0.01% +197 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 365 $43.1K <0.01% 0 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 330 $38.9K 0.01% -11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 308 $36.4K <0.01% +1 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 293 $34.6K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 284 $33.5K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 241 $28.4K <0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 217 $25.6K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 80 $9.44K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 65 $7.67K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54 $6.38K <0.01% -172 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 53 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 48 $5.67K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 46 $5.43K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 41 $4.86K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 37 $4.42K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 36 $4.25K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4 $472 <0.01% 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3 $354 <0.01% +2 13F-HR Timeline