LPL Financial LLC More: the full row for LPL Financial LLC 2,388,338 $274M 0.07% +246,445 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,035,564 $119M 2.28% +76,184 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 987,311 $113M 0.06% +173,468 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 941,480 $108M 0.03% +19,626 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 785,693 $90M 0.06% +525,662 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 774,632 $88.7M 2.97% +79,708 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/ 555,634 $63.6M <0.01% +60,864 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 532,782 $61M 4.67% -111,129 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 515,071 $59M 0.02% -75,806 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 359,543 $41.2M 0.06% -37,693 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 305,066 $34.9M 1.73% -393 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 301,347 $34.5M 3.79% +11,714 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 297,464 $34.1M 8.93% +117,925 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 274,748 $31.5M +10,390 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 274,211 $31.4M 0.24% 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 266,143 $30.5M 0.04% +8,175 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 212,518 $24.3M <0.01% +47,040 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 209,374 $24M 0.11% -60,428 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 204,609 $23.4M 0.09% -11,969 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 188,379 $21.6M <0.01% -4,241 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 167,543 $19.2M <0.01% -4,464 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 153,539 $17.6M 0.12% +5,628 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 146,579 $16.8M 2.1% new 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 143,486 $16.4M 9.54% +2,914 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 137,853 $15.8M 5.18% -2,853 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 136,402 $15.6M 3.47% -1,240 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 132,252 $15.1M 1.6% +4,166 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 130,820 $15M 0.04% +34,633 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 129,074 $14.8M 5.82% -14,861 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 116,800 $13.4M 0.02% +40,300 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 115,140 $13.2M 1.48% -1,557 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 104,688 $12M 0.18% +20,942 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 96,640 $11.1M 0.01% +9,056 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 90,298 $10.3M 0.03% +12,246 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 86,036 $9.85M 4.15% +891 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 80,825 $9.46M 1.19% +8,518 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 82,554 $9.45M 6.39% +1,212 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 77,968 $8.93M 6.46% 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 74,999 $8.59M 6.34% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 69,921 $8.01M 0.15% +22,298 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 65,139 $7.46M 0.17% -19,126 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 59,966 $6.87M 0.01% +17,414 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 55,328 $6.34M 0.01% -16,648 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 54,729 $6.27M 0.38% +497 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,936 $6.06M 0.01% +4,048 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 50,916 $5.83M 2.05% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 50,827 $5.82M 1.34% +5,271 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 50,398 $5.77M 0.27% -1,662 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 49,625 $5.68M 0.11% +604 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 46,122 $5.28M 0.25% -272 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,932 $4.92M 0.03% +14,897 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 41,854 $4.79M +750 Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 40,673 $4.66M 1.32% -1,826 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 40,260 $4.61M 1.96% +487 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 36,414 $4.17M 2.86% +935 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 36,082 $4.13M 2.75% +358 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,345 $3.7M 0.01% -826 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 32,001 $3.66M 0.02% +2,748 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,435 $3.48M 0.1% -82 13F-HR/A Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 30,033 $3.44M 0.2% +2,255 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 29,667 $3.4M 0.08% -614 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 28,340 $3.25M 0.17% -902 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,940 $3.2M <0.01% -747 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,160 $3.11M 0.02% -1,492 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 25,062 $2.87M 0.52% +5,490 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 24,746 $2.83M 0.3% +153 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 24,590 $2.82M 0.2% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 23,481 $2.69M 2.63% +5,252 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 23,202 $2.66M 0.74% -1,164 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,902 $2.62M <0.01% +19,521 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 22,418 $2.57M 0.1% -51,437 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 22,014 $2.52M 0.54% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,893 $2.51M 0.01% +5,618 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 20,731 $2.37M -11,501 Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 20,180 $2.31M 0.96% -12,242 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 19,992 $2.29M 1.06% 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 19,761 $2.26M 0.41% +4,696 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 19,343 $2.22M 0.81% +53 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,502 $2.12M 0.31% -6,951 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 17,570 $2.01M 0.27% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 16,752 $1.92M 0.15% +134 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 15,983 $1.83M 0.2% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,699 $1.8M 0.42% +985 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,066 $1.73M 0.01% +5,881 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,922 $1.71M 0.03% +1,312 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 14,966 $1.69M 0.28% +3,699 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 14,391 $1.65M 0.47% +1,181 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 14,203 $1.63M 0.15% +29 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,179 $1.62M 0.02% +247 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,144 $1.62M 0.05% -15 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,452 $1.54M <0.01% +614 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 13,450 $1.54M 0.65% +6,682 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,235 $1.52M 0.05% +3,743 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,504 $1.43M 0.02% -14,212 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,004 $1.26M <0.01% +8,852 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,157 $1.16M 0.04% +3,060 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,081 $1.15M 0.03% +1,798 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,903 $1.13M 0.01% +3,354 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,600 $1.1M 0.89% +7 13F-HR Timeline MOTCO More: the full row for MOTCO 9,595 $1.1M 0.1% +8,635 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,950 $1.02M 0.03% +2,828 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 8,772 $1M 1.02% -27 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,622 $987K <0.01% +5,230 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 7,206 $825K 0.27% +68 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 6,200 $710K 0.55% +4 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,393 $618K <0.01% +71 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,387 $617K 0.34% -968 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,932 $565K 0.07% +514 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,845 $555K 0.05% -809 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,655 $533K 0.01% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,476 $513K 0.01% -52,204 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,255 $487K <0.01% new 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,226 $484K 0.07% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,317 $467K 0.11% -6,268 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,876 $444K 0.01% -370 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,687 $422K 0.23% +469 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,599 $412K <0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,314 $380K 0.02% +737 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,274 $375K 0.01% new 13F-HR/A Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,074 $352K 0.19% +87 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,065 $351K 0.03% +60 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 3,065 $351K 0.05% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,011 $345K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,993 $343K 0.01% +839 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,905 $333K 0.01% -345 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,843 $326K 0.1% -209 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,798 $320K 0.02% -1,580 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,770 $317K <0.01% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,497 $286K 0.13% +56 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,422 $277K <0.01% +425 13F-HR/A Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,365 $271K 0.02% -369 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,354 $270K 0.1% new 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,350 $269K 0.23% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,339 $268K <0.01% +167 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,310 $265K 0.18% +55 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,297 $263K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,291 $262K 0.22% +1 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,286 $262K 0.1% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,272 $260K <0.01% -4,195 13F-HR/A Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,305 $254K 0.06% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,171 $249K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,930 $221K <0.01% +55 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,925 $221K 0.04% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,915 $219K 0.12% 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,900 $218K 0.15% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,895 $217K 0.07% -67 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,882 $216K <0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,813 $208K 0.03% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,813 $208K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,540 $176K 0.01% -95 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,429 $164K 0.03% -175 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,147 $131K <0.01% +816 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 1,085 $124K 0.09% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,072 $123K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,051 $120K <0.01% -105 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 750 $85.9K 0.06% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 626 $71.7K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 571 $65.4K <0.01% -198 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 453 $51.9K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 425 $48.7K <0.01% +307 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 365 $41.8K <0.01% 0 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 350 $40K 0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 327 $37.4K 0.04% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 300 $34.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 241 $27.6K <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 133 $15.2K 0.01% +130 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 125 $14.3K <0.01% -25 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 107 $12.3K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 106 $12.2K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 100 $11.5K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 84 $9.62K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 81 $9.28K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 65 $7.12K <0.01% 13F-HR Timeline 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 $5.5K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 36 $4.12K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30 $3.44K <0.01% -515 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $115 <0.01% new 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1 $115 <0.01% 0 13F-HR Timeline