LPL Financial LLC More: the full row for LPL Financial LLC 1,546,105 $98.7M 0.02% +498,054 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,365,052 $87.2M <0.01% +33,993 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/ 892,298 $57M <0.01% -11,684 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 872,804 $55.7M 0.01% -128,331 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 692,817 $44.2M 5.7% -10,086 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 669,107 $42.7M 6.95% -10,977 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 541,706 $34.6M 0.03% -50,517 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 562,869 $31.9M 3.08% -1,227 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 463,398 $29.6M 0.01% +33,938 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 414,537 $26.5M -68,605 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 356,563 $22.3M <0.01% +3,873 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 346,356 $22.1M 0.01% +1,973 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 321,444 $20.5M <0.01% -16,372 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 299,290 $19.1M 0.02% -30,822 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 294,751 $18.8M 0.29% +15,886 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 281,097 $17.9M 0.08% +71,383 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 259,461 $16.6M 0.02% +2,655 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 255,788 $16.3M 0.03% -1,518 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 215,494 $13.8M <0.01% 0 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 204,690 $13.1M 1.23% -1,257 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 169,218 $10.8M 3.43% +26,158 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 162,228 $10.4M 0.13% -529 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 150,607 $9.62M 0.02% +13,462 13F-HR/A Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 137,391 $8.77M 1.66% -2,537 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 134,552 $8.59M 0.04% +15,648 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 132,541 $8.46M <0.01% -40,013 13F-HR Timeline Group Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 130,149 $8.31M 4.85% +96,919 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 122,668 $7.83M 0.65% -247 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 115,547 $7.38M 0.01% -28,184 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 108,945 $6.96M 0.01% 0 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 101,185 $6.46M 1.29% -801 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 105,077 $6.38M 0.01% -2,400 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 98,628 $6.3M 1.3% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 97,590 $6.23M 0.02% -1,551 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 91,530 $5.84M 0.42% -24,055 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 89,983 $5.75M <0.01% +2,672 13F-HR Timeline Group J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 89,879 $5.74M 3.28% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 83,756 $5.35M 0.02% +40,680 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 81,874 $5.23M -2,335 Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 76,876 $4.91M 0.94% -489 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 75,205 $4.8M 0.05% -230 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 70,986 $4.53M <0.01% -7,041 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 67,969 $4.34M 0.22% +2,935 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 63,262 $4.04M <0.01% +4,363 13F-HR Timeline Group Guardian Capital, LLC More: the full row for Guardian Capital, LLC 61,765 $3.94M 3.23% -22,668 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 60,765 $3.88M 1.11% +447 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 65,968 $3.83M 0.08% +315 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 59,223 $3.78M 0.01% +5,817 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,410 $3.73M <0.01% +12,942 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 56,176 $3.59M 1.84% +951 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 55,008 $3.51M 0.47% -5,465 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 54,193 $3.46M 2.2% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,576 $3.42M <0.01% +637 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 52,152 $3.33M 0.11% +2,304 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 51,505 $3.29M 0.07% +46,194 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 51,105 $3.26M <0.01% +43,606 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 50,646 $3.23M 0.24% -58 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 48,303 $3.08M 0.64% -3,899 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 44,909 $2.87M 0.21% -17,373 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 44,799 $2.86M <0.01% +12,126 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41,570 $2.65M 0.1% -399 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 40,907 $2.61M 0.27% -1,195 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 40,301 $2.57M 0.52% -485 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 39,608 $2.53M 0.1% +19,537 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 38,395 $2.45M 0.06% -500 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 36,688 $2.34M <0.01% +1,433 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 36,641 $2.34M 0.13% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 36,503 $2.33M 0.07% -19 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 35,666 $2.28M 0.03% -1,470 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 34,003 $2.17M 0.59% -1,675 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,741 $2.15M 0.03% -8,050 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 33,473 $2.14M 0.08% -4,662 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 30,985 $1.98M 0.28% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 30,674 $1.96M 0.1% +474 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 30,599 $1.95M 0.05% +18,616 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 32,319 $1.93M 0.13% -512 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 29,725 $1.9M 0.6% -460 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,427 $1.88M <0.01% +12,164 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,403 $1.81M <0.01% -8,454 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 28,225 $1.8M 0.09% -333 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,971 $1.79M 0.03% +15,008 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 27,399 $1.75M 0.16% -585 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,690 $1.7M <0.01% +3,171 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,393 $1.62M <0.01% -152 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,738 $1.58M <0.01% +1,736 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 24,520 $1.57M 0.28% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,467 $1.56M 0.08% -377 13F-HR Timeline American Trust More: the full row for American Trust 24,432 $1.56M 0.12% +530 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,220 $1.55M 0.03% -1,229 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 23,608 $1.51M 0.22% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 23,593 $1.51M 0.37% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 23,468 $1.5M 0.02% -8,331 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 23,094 $1.47M 0.33% -122 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 22,439 $1.43M 0.11% +1 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 24,708 $1.39M +11,781 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 21,308 $1.36M 0.06% -1,358 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 21,234 $1.36M <0.01% +2,158 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,806 $1.33M 0.01% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 20,800 $1.33M 0.28% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,740 $1.32M 0.03% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,630 $1.32M <0.01% -49,370 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,553 $1.31M <0.01% +9,587 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 20,475 $1.31M <0.01% +14,955 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,269 $1.31M <0.01% +220 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,171 $1.29M <0.01% +3 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 19,966 $1.27M <0.01% -203 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 22,000 $1.26M 0.07% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,599 $1.25M 0.01% +12,855 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,513 $1.25M 0.01% -815 13F-HR/A Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 19,448 $1.24M 0.24% -315 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,226 $1.23M <0.01% -974 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 19,214 $1.23M 0.03% -234 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 18,487 $1.18M 0.12% +52 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 18,235 $1.16M 0.03% +1 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,700 $1.13M 0.04% +1,200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,534 $1.12M <0.01% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,256 $1.1M 0.01% 0 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,164 $1.1M 0.47% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 16,519 $1.05M 0.16% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,105 $1.03M 0.02% -350 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,008 $1.02M 0.02% -847 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,966 $1.02M 0.01% -595 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 16,539 $1M 0.1% -155 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 15,532 $992K 0.4% +6 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,305 $977K 0.01% -675 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,264 $975K <0.01% 0 13F-HR Timeline Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 15,875 $964K 1.39% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 14,871 $950K 0.25% +3 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,737 $941K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,351 $916K 0.02% -1,316 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,251 $910K 0.03% +8,081 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,838 $884K <0.01% +975 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,480 $861K 0.15% -3,809 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,356 $853K <0.01% +167 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,351 $852K 0.04% -255 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,319 $850K <0.01% -542 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,210 $843K 0.07% +5 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 13,121 $838K 0.07% +311 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,045 $833K 0.14% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,941 $826K 0.01% +795 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,913 $824K 0.01% +15 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,638 $807K <0.01% +482 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,379 $790K 0.01% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 12,298 $785K 0.49% -80 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,209 $780K 0.09% +4 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,209 $780K 0.05% +4 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,860 $757K 0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,738 $749K 0.01% +3,167 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 11,720 $748K 0.07% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,594 $740K <0.01% -34 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,182 $714K <0.01% 0 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,152 $712K 0.02% -469 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,423 $666K <0.01% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,619 $642K 0.08% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,008 $639K 0.04% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 10,000 $638K 0.21% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,975 $637K 0.12% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,750 $623K 0.03% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 9,159 $585K 0.33% +116 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,119 $582K 0.01% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 9,089 $580K 0.35% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,787 $561K 0.04% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,534 $545K <0.01% -697 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,460 $540K 0.01% -11,363 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,397 $536K <0.01% -395 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,355 $533K 0.01% +4,110 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,327 $532K <0.01% +966 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,280 $529K <0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,197 $523K 0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,150 $520K <0.01% -28 13F-HR Timeline Kera Capital Partners, Inc. 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