BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,442,017 $728M 0.07% +44,421 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 714,421 $151M 6.54% -17,063 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 703,664 $149M 0.06% +15,084 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 618,087 $131M 0.01% -39,306 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 488,018 $103M -20,812 Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 457,863 $96.8M 18.35% +5,338 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 391,576 $82.8M 0.02% +26,769 13F-HR Timeline Group Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 383,558 $81.1M -131,222 Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 376,649 $79.6M 1.56% +78,193 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 358,442 $75.8M 0.02% +21,255 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 247,467 $52.3M 0.11% +15,389 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 216,110 $45.7M 0.07% +745 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 198,950 $42.1M 0.14% +2,139 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 179,017 $37.9M 0.01% -2,025 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 157,210 $33.2M 0.01% 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 141,977 $30M 0.03% -2,916 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 140,973 $29.8M 0.46% +1,510 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 127,534 $27M 0.06% -3,127 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 127,331 $26.9M 0.03% +2,810 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 114,582 $24.2M 0.08% -109,627 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 107,216 $22.6M 0.06% +10,431 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 106,312 $22.5M 0.04% -702 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 98,439 $20.8M <0.01% -2,812 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 88,716 $18.7M 3.91% -6,892 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 87,854 $18.6M -9,786 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 87,122 $18.4M <0.01% -4,399 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 81,502 $17.2M 0.27% -732 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 81,285 $17.2M 1.29% -1,335 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 80,709 $17.1M 0.19% -388 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 80,592 $17M 4.19% -4,473 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 77,401 $16.8M 0.11% +76,154 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 75,296 $15.9M 0.05% new 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 75,158 $15.9M 6.93% -1,620 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 69,493 $14.7M +57,787 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 58,854 $12.4M 0.43% +1,169 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,741 $11.6M 0.03% -17,510 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 53,427 $11.3M 0.72% -1,360 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 51,735 $10.9M 5.45% +2,268 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 51,639 $10.9M 0.04% -395 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,438 $10.9M 0.01% +1,994 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 49,593 $10.5M 4.29% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 43,636 $9.22M 0.09% -1,218 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,888 $9.07M 0.05% -441 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 40,879 $8.64M 1.98% +677 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 39,816 $8.42M 0.19% +984 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 38,975 $8.24M 0.05% +1,667 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 38,943 $8.23M 1.3% -2,478 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 38,917 $8.23M -887 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 37,185 $7.86M 0.01% -720 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 34,429 $7.28M 0.1% new 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 34,224 $7.23M 1.79% -26,961 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 34,156 $7.22M 0.14% new 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 33,928 $7.17M 4.6% +4,234 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 30,520 $6.45M 2.08% +523 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 30,208 $6.42M 3.02% -306 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 28,995 $6.13M 0.86% +2,452 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,629 $6.05M 0.02% -31 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 28,023 $5.92M 0.01% -3,444 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 28,020 $5.92M 2.61% +929 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 27,496 $5.81M 2.7% +259 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,749 $5.65M <0.01% -1,128 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 26,489 $5.6M 0.44% -837 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 25,453 $5.38M 0.08% +6,173 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,417 $5.37M 0.01% -95 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,407 $5.37M 0.05% +7,324 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 25,119 $5.31M 0.03% -18,110 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,017 $5.29M 0.02% +1,736 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 24,928 $5.27M 2.99% +798 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 24,654 $5.21M 0.11% +229 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 23,820 $5.07M 0.55% -132 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 23,376 $4.94M 0.14% -39 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 22,930 $4.85M 1.61% +798 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,754 $4.81M 0.04% -2,281 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,537 $4.76M 0.01% +2,116 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 22,484 $4.75M 0.52% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 22,304 $4.68M 0.26% -769 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,810 $4.61M <0.01% +5,243 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 21,133 $4.47M 0.33% +668 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 21,067 $4.45M 3.57% +865 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,880 $4.41M 2.8% -16 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,660 $4.37M 0.06% +15 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 19,931 $4.21M 2.67% 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 19,878 $4.2M 1.97% -1,125 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,304 $3.95M 0.01% -1,602 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 17,857 $3.77M 0.05% -578 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,769 $3.76M 0.07% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 17,461 $3.69M 0.59% +961 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,134 $3.62M 0.15% -114 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 16,815 $3.55M 0.66% -2 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 16,566 $3.5M 0.1% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,489 $3.49M 0.02% -32 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 16,410 $3.47M <0.01% -429 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 16,043 $3.39M 0.09% +1,014 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,954 $3.37M 0.06% -1,073 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 15,659 $3.31M 0.36% +81 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,522 $3.28M <0.01% +234 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,292 $3.23M 0.18% -20,820 13F-HR/A Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 13,799 $2.92M 0.69% -1,743 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 13,797 $2.92M 1.3% +213 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,688 $2.89M 0.01% -19 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,661 $2.89M 0.09% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,597 $2.87M 0.03% -808 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,535 $2.86M 0.26% -3,003 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,533 $2.86M 1.12% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 13,483 $2.85M 1.01% +842 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,181 $2.79M 0.35% +847 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,098 $2.77M 0.05% -117 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,042 $2.76M 0.01% +12,502 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 12,909 $2.73M 1.78% -88 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 12,785 $2.7M 0.78% 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 12,702 $2.68M 0.7% +241 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,607 $2.66M 0.54% -204 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,555 $2.65M <0.01% +4,172 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,378 $2.62M 0.01% -141 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 12,227 $2.58M 0.83% +1,003 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,202 $2.58M 0.02% -513 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 12,047 $2.55M 2.3% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,822 $2.5M 0.36% -10 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,245 $2.38M 0.13% +324 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11,226 $2.37M 0.95% +9,913 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,126 $2.35M 0.01% +445 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,121 $2.35M 0.24% -5,204 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 10,942 $2.31M 1.71% -1,042 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,849 $2.29M 0.02% -36 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,809 $2.28M 0.48% +40 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,756 $2.27M 0.22% +213 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,735 $2.27M <0.01% -253 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,641 $2.25M 0.19% -288 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,590 $2.24M 0.99% +3,857 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,587 $2.24M 0.75% +215 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,577 $2.24M 0.21% +17 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,400 $2.2M <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,385 $2.2M 0.11% +27 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,234 $2.16M 0.03% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,038 $2.12M 0.13% +349 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 10,023 $2.12M 1.19% -92 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,022 $2.12M 0.2% +160 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,766 $2.06M 0.07% -58 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 9,744 $2.06M 0.22% +640 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 9,735 $2.06M 0.65% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,451 $2M 0.07% +73 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9,342 $1.97M 1.09% -29 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,319 $1.97M 0.75% +300 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,206 $1.95M 0.02% +1,007 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,053 $1.91M 0.97% +878 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,978 $1.9M 0.06% +1,160 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,902 $1.88M 0.02% +71 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,582 $1.81M 0.11% -131 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 8,486 $1.79M 0.68% -78 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,476 $1.79M 0.76% +62 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,463 $1.79M 0.01% -14 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,343 $1.76M 0.49% +70 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 8,298 $1.75M 0.45% +486 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,225 $1.74M +2,805 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,973 $1.69M 0.05% -246 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 7,897 $1.67M 1.47% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,887 $1.67M 0.03% +1,041 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,862 $1.66M 0.07% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,751 $1.64M 0.08% +116 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,709 $1.63M 0.05% new 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 7,620 $1.61M 0.9% -2,427 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,584 $1.6M 0.02% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,577 $1.6M 0.06% +6,193 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,561 $1.6M 0.02% -77 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 7,560 $1.6M 0.61% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,510 $1.59M 0.04% +5,739 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 7,432 $1.57M 0.17% +77 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,421 $1.57M 0.12% -17,475 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,373 $1.56M 0.04% -1,753 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,325 $1.55M 0.59% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 7,309 $1.54M 0.67% +260 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 7,243 $1.53M 0.41% +130 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,240 $1.53M 0.04% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,212 $1.52M 0.39% +244 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,189 $1.52M <0.01% +897 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,163 $1.51M 0.51% 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 791,991 $1.51M 0.16% -1 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,000 $1.48M 0.01% +4,350 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,863 $1.45M 0.01% +365 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,839 $1.45M 0.04% +805 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 6,787 $1.43M 0.56% -365 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,749 $1.43M <0.01% -4,861 13F-HR Timeline ARRIEN INVESTMENTS, INC. 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