MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,327,881 $87.6M 0.01% +241,873 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,284,713 $84.8M 0.02% +32,099 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 969,164 $63.9M 5.33% +54,949 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 881,877 $58.2M 0.02% +106,294 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 668,560 $44.1M 0.01% +201,337 13F-HR/A Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 415,504 $27.4M 3.38% -5,867 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 372,162 $24.6M 0.12% -11,902 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 351,045 $23.2M 0.06% -8,705 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 175,402 $11.6M 0.02% -5,789 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 173,390 $11.4M <0.01% -174,234 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 144,179 $9.51M 0.01% +62,349 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 128,580 $8.48M 0.33% +95 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 125,586 $8.28M 2.15% -2,769 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 112,700 $7.43M 0.01% +900 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 87,638 $6.33M 4.58% +66,148 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 89,836 $5.93M 0.03% -3,655 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 79,642 $5.25M 2.84% +1,511 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 76,282 $5.03M 0.12% -2,735 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 71,529 $4.72M 0.09% +2,243 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 70,702 $4.66M 0.21% +3,745 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 70,205 $4.63M 1.97% +31,984 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 68,506 $4.52M 0.14% +7,429 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 63,343 $4.18M 0.12% +2,231 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 60,261 $3.98M 2.61% +798 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 58,553 $3.86M 0.15% +512 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 58,180 $3.84M 0.01% -14,289 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,272 $3.45M <0.01% +1,723 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 51,874 $3.42M 2.57% +1,723 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 48,945 $3.23M <0.01% +8,684 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,064 $3.17M <0.01% -23,668 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 31,726 $2.23M 0.96% +223 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 32,156 $2.12M 0.05% +1,584 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,805 $2.1M 0.03% +556 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,381 $1.87M 0.06% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 24,022 $1.58M 1.2% -4 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 23,126 $1.53M <0.01% +1,502 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 22,031 $1.45M <0.01% +1,383 13F-HR Timeline Group Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 21,120 $1.39M 1.37% -402 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 20,521 $1.35M 0.19% -8,628 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 19,107 $1.26M 0.13% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,105 $1.26M <0.01% +154 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 18,362 $1.21M 0.08% -117 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,408 $1.15M <0.01% -2,704 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,562 $1.09M <0.01% new 13F-HR/A Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,279 $1.07M 0.04% +4,589 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,001 $1.06M 0.08% +125 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,565 $1.03M <0.01% new 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 14,777 $975K 0.39% -164 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 14,383 $948K 0.06% +787 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,357 $947K 0.01% -6,191 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,265 $941K 0.13% +55 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,149 $933K <0.01% -18,817 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,546 $894K 0.07% +1,781 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,636 $882K 0.05% -688 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,344 $880K <0.01% +5,412 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,157 $868K 0.02% -144 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. 12,644 $834K 0.02% +1,056 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,524 $826K 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,886 $784K <0.01% +549 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,650 $769K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,262 $751K <0.01% +959 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,346 $749K 0.01% +2,060 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 11,157 $736K 0.22% +5,856 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,900 $719K <0.01% -3,400 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,628 $701K 0.05% -868 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,596 $633K 0.02% +32 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,573 $632K 0.02% +683 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,321 $616K 0.04% -812 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,473 $578K 0.06% +600 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,709 $575K 0.48% -3,633 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,642 $548K <0.01% -14,795 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,073 $533K 0.03% -3,907 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,032 $530K 0.01% +1,962 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,816 $516K 0.08% -1,379 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 7,768 $512K 0.44% +421 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,489 $494K <0.01% -2,124 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,399 $488K 0.01% -129 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,064 $466K 0.02% -108 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,756 $446K 0.06% +230 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,643 $438K <0.01% -4,603 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,571 $434K 0.04% -2 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,512 $430K 0.1% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,398 $422K <0.01% -863 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,345 $419K 0.01% -1,191 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,885 $408K 0.02% +1,661 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,113 $403K 0.01% +181 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 5,998 $396K 0.05% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,900 $389K 0.02% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,772 $381K 0.06% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,600 $369K 0.06% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,553 $366K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,514 $364K <0.01% new 13F-HR Timeline Group Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 5,511 $364K 0.31% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,478 $361K 0.11% +705 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,219 $344K 0.01% -232 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,860 $321K <0.01% new 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,747 $313K 0.04% -26 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,730 $312K 0.06% -643 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,667 $308K 0.07% +694 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,600 $303K <0.01% +245 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,595 $303K 0.01% -30 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,687 $300K 0.02% -308 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,272 $282K <0.01% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,240 $280K <0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,141 $273K 0.02% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,126 $272K 0.16% +635 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,098 $270K <0.01% +683 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,900 $257K 0.14% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,760 $248K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,700 $244K 0.01% -1,190 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,651 $241K <0.01% -708 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,576 $236K <0.01% -12,636 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,550 $234K <0.01% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,536 $233K 0.05% -315 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,475 $229K 0.08% +525 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,419 $226K -2,652 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,405 $225K 0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,094 $223K 0.01% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,364 $222K 0.01% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,357 $221K 0.01% new 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,302 $218K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,109 $205K <0.01% +2,718 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,099 $204K <0.01% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,094 $204K 0.07% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,025 $200K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,841 $189K 0.01% -145 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,133 $142K 0.03% +1,018 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,500 $99K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,390 $91.7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,226 $80.9K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,100 $72.6K <0.01% -200 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,042 $68.7K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 955 $63K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 886 $58.4K 0.01% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 800 $52.8K <0.01% 0 13F-HR/A Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 800 $52.8K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 749 $49.8K <0.01% +345 13F-HR Timeline Trust Co More: the full row for Trust Co 720 $47.5K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 663 $43.7K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 605 $39.9K <0.01% -152 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 599 $39.5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 550 $36.6K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 500 $33K <0.01% +428 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 498 $32.8K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 427 $31.8K <0.01% +27 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 397 $26.2K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 380 $25.1K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 338 $22.3K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 300 $22.1K 0.02% +110 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 328 $21.6K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 318 $21K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 311 $20.5K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 280 $18.5K 0.01% +230 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 287 $18.4K <0.01% +154 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 250 $16.5K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 250 $16.5K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 250 $16.5K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 250 $16.5K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 227 $15K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 220 $14.5K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 213 $14.1K 0.01% -30 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 196 $12.9K <0.01% +193 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 181 $11.9K <0.01% 0 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 171 $11.3K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 161 $10.6K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 150 $9.9K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 137 $9.04K <0.01% -1,800 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 132 $8.69K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 125 $8.26K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 125 $8.25K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 100 $6.61K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 100 $6.61K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $6.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 100 $6.6K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 81 $5.34K <0.01% +18 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 65 $4.29K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39 $2.57K <0.01% +30 13F-HR/A Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 28 $1.85K <0.01% -102 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 26 $1.72K <0.01% +9 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 26 $1.72K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 25 $1.65K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 19 $1.26K <0.01% 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 15 $990 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $794 <0.01% +4 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $66 <0.01% new 13F-HR Timeline Group