BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,848,799 $216M 0.02% +1,928,839 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,257,434 $157M 0.04% +601,796 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,928,409 $71.1M 0.09% +119,487 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,886,697 $69.5M 1% +126,292 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,356,567 $50.2M 1.24% -29,327 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 585,103 $21.6M 3.74% -275,115 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 555,375 $20.5M 20.12% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 495,459 $18.3M 0.03% -71,529 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 436,484 $16.1M 6.52% +23,507 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 406,276 $15M <0.01% -34,433 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 370,693 $13.7M 1.31% +95,924 13F-HR/A Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 338,800 $12.5M 2.46% -7,540 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 335,256 $12.4M 0.01% -2,904 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 286,692 $10.6M 0.01% +50,559 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 283,999 $10.5M 0.12% +174,005 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 273,117 $10.1M 0.14% +262,408 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 261,279 $9.67M 7.14% +8,514 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 260,323 $9.6M 0.26% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 255,855 $9.43M 0.31% +3,128 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 243,145 $8.96M 7.41% -5,273 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 239,019 $8.81M 0.02% +26,343 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 212,824 $7.87M 0.01% +92,231 13F-HR Timeline Group Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 207,484 $7.65M 5.06% -8,940 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 205,597 $7.58M <0.01% +135,097 13F-HR Timeline Group ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 205,526 $7.58M 5.84% 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 196,175 $7.23M 6.4% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 194,675 $7.18M 0.04% +6,603 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 192,308 $7.09M 0.03% +34,453 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 186,192 $6.86M 1.13% +2,598 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 180,962 $6.67M 1.44% +59,772 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 179,332 $6.61M -2,127 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 175,217 $6.46M 0.01% new 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 175,179 $6.46M 0.02% +127,211 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 173,594 $6.4M 0.51% +33,006 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 172,911 $6.37M 0.11% +16,400 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 172,485 $6.36M 3.51% +566 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 166,416 $6.13M 3.06% +2,880 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 165,139 $6.09M 0.07% +28,677 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 161,569 $6M 2.31% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 161,610 $5.96M 0.07% +8,595 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 153,961 $5.68M 2.75% -10,518 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 152,898 $5.64M 0.03% -38,860 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 149,869 $5.52M 0.14% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 149,562 $5.51M 0.25% +65,238 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 132,904 $4.9M 1.21% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 129,287 $4.77M 0.02% -6,343 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 128,850 $4.75M 0.05% +69,785 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 122,151 $4.5M 0.01% +22,576 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 120,655 $4.45M 0.26% -10,178 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 117,123 $4.36M 0.01% +4,834 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 117,980 $4.35M 0.05% +10,413 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 117,631 $4.34M 0.43% +685 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 110,485 $4.07M 0.08% +9,844 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 108,827 $4.01M 0.01% +4,875 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 107,939 $3.99M 2.22% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 87,680 $3.23M 1.29% +611 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 86,295 $3.18M 5.88% -126,094 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 84,616 $3.13M 0.08% +5,441 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 75,295 $2.78M 0.04% +32,798 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 73,593 $2.71M 0.63% +5,306 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 73,268 $2.7M 1.84% +32,648 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 69,556 $2.56M 0.91% -4,439 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 67,487 $2.49M 0.2% +9,295 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 64,939 $2.39M 0.48% +13,784 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 63,888 $2.35M 0.11% +9,231 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 63,562 $2.34M <0.01% +8,289 13F-HR Timeline Group Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 63,014 $2.32M 0.94% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 62,685 $2.31M 0.05% +7,489 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 59,937 $2.21M 0.42% -5,019 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 59,380 $2.19M 0.7% -3,446 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 54,306 $2M 0.03% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 54,227 $2M 1.14% +343 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 53,268 $1.96M 1.26% +3,198 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 49,608 $1.83M 0.48% +24,738 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 47,554 $1.75M 0.04% +10,931 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 47,375 $1.75M 0.07% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 46,450 $1.71M 0.06% +15,756 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 45,912 $1.69M 0.73% +37,522 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 43,610 $1.63M 0.36% -1,806 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 42,312 $1.56M <0.01% +8,175 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 40,355 $1.49M 1.51% 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 39,715 $1.46M 0.92% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 38,242 $1.41M 0.92% -1,401 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 38,197 $1.41M 0.01% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 37,414 $1.38M 0.18% +5,467 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 36,629 $1.36M 0.14% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35,100 $1.29M 0.18% +1,395 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 34,389 $1.27M 0.14% -2,078 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,285 $1.26M 0.03% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 30,085 $1.11M 0.02% +8,253 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 29,006 $1.07M 0.01% +28,964 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 28,204 $1.04M 0.14% -446 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 27,472 $1.01M 0.57% -3,271 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 26,954 $994K 0.83% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 26,479 $976K 0.08% +4,353 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 26,249 $968K 0.54% -123,645 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 25,654 $946K 0.47% -1,770 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,398 $936K 0.01% +13,222 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 24,147 $890K 0.23% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,039 $886K 0.03% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 23,456 $865K 0.1% -5,349 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,272 $821K 0.01% -457 13F-HR/A Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 21,912 $808K 0.44% +19 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 21,413 $789K 0.2% +1,905 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 21,277 $784K 0.05% +19 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,452 $754K 0.04% +14,202 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 18,699 $689K 0.44% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,686 $689K 0.02% +56 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 16,642 $613K 0.28% -142 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,734 $580K <0.01% +9,530 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 15,700 $579K 0.01% new 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,498 $571K 0.02% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 14,749 $544K 0.23% +6,339 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 14,633 $539K 0.25% -10,002 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,615 $539K 0.02% +2,638 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,546 $536K 0.16% -2,956 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 14,378 $530K 0.25% +4,488 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,897 $512K <0.01% -16,212 13F-HR Timeline Group SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 13,204 $494K 0.09% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 13,053 $481K 0.05% +2,407 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 12,910 $476K 0.03% +12 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 12,674 $467K 0.07% -19,283 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,643 $466K 0.02% -1,002 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 12,535 $462K 0.06% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 12,490 $460K 0.11% -50 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 12,278 $453K 0.05% +612 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,086 $445K 0.02% -7,859 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 11,820 $436K 0.78% -1,061 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,352 $423K 0.04% -868 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 10,647 $392K 0.17% -136 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10,640 $392K 0.1% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,468 $389K 0.26% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,889 $365K 0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,875 $364K 0.04% +1,350 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,822 $362K 0.08% -400 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,652 $356K 0.05% new 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,590 $354K 0.01% +514 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 9,245 $341K 0.08% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,009 $332K 0.14% +8 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,936 $329K 0.05% new 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 8,830 $326K 0.34% 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 8,832 $326K 0.13% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 8,784 $324K 0.05% -686 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,533 $315K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,475 $312K 0.02% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,242 $304K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,560 $279K <0.01% +950 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,400 $273K 0.04% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,991 $258K 0.01% +72 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,800 $251K 0.01% -437 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,764 $249K <0.01% -55,945 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,630 $244K <0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,275 $231K <0.01% -600 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,119 $226K <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,978 $220K 0.01% -507 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,911 $218K <0.01% new 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,667 $209K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,119 $152K 0.01% +777 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,878 $143K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,604 $133K 0.04% -814 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 2,773 $102K 0.11% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,470 $91K 0.07% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,445 $90.1K 0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,125 $78.3K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,990 $73.4K <0.01% +71 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,768 $65.2K <0.01% +1 13F-HR/A Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,217 $44.9K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 500 $18.4K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 382 $14.1K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 359 $13.2K 0.02% -35,316 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 301 $11.1K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 269 $9.91K <0.01% -1,371 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 175 $6.45K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 128 $4.72K <0.01% -219 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 37 $1.36K <0.01% -9 13F-HR Timeline