BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,619,465 $446M 0.04% +2,874,353 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,367,594 $331M 0.11% +1,731,603 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,130,518 $287M 0.02% +2,508,705 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,704,169 $237M 1.14% +131,110 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,341,983 $224M 0.16% +791,171 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,667,811 $165M 0.04% +1,416,471 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 3,936,250 $139M 0.09% +330,000 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,426,701 $121M 0.04% +929,599 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,173,134 $112M 2.7% +834,478 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,732,847 $96.6M 1.62% +132,732 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,720,743 $96.2M 8.71% +154,905 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,515,724 $88.9M 0.02% +671,482 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,333,822 $82.5M 0.92% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,219,090 $78.4M 7.43% +119,974 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,097,816 $74.1M 0.02% +45,706 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,019,114 $71.4M 0.01% +238,549 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,663,787 $58.8M 0.07% +1,603,759 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,582,738 $55.9M 7.52% +383,959 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. 1,436,456 $50.8M 1.12% -9,452 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,255,647 $44.4M 0.27% +53,041 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,244,717 $44M 2.52% +106,426 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,155,244 $40.8M 7.95% -175,149 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,118,911 $39.6M 0.12% +247,127 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,103,793 $39M 0.05% +80,745 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for OSAIC HOLDINGS, INC. 829,290 $29.3M 0.05% +118,893 13F-HR/A Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 777,879 $27.5M 2.48% +56,684 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 744,855 $26.3M 6.08% +275,243 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 700,609 $24.8M 0.21% +229,633 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 570,206 $20.2M 0.11% -617,529 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 536,518 $19M 1.35% +21,150 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 520,870 $18.5M -268 Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 497,268 $17.6M 2.85% -15,869 13F-HR Timeline Astor Investment Management LLC More: the full row for Astor Investment Management LLC 479,584 $17M 9.16% -25,775 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 449,497 $16.1M 2.3% -20,597 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 422,790 $14.9M 0.02% +102,161 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 414,918 $14.7M 1.53% +20,978 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 413,589 $14.6M 6.23% +7,127 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 383,948 $13.6M 6.07% +20,276 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 368,667 $13M 0.02% +259,199 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 359,151 $12.7M 0.25% +196,292 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 350,388 $12.4M 1.94% +26,894 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 296,190 $10.5M 0.12% -57,172 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 291,056 $10.3M 0.01% +186,582 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 262,048 $9.26M 0.06% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 253,161 $8.95M 0.02% -6,343 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 243,062 $8.59M 2.23% -5,347 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 238,384 $8.43M 0.16% -2,821 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 233,397 $8.25M 0.49% +2,250 13F-HR Timeline Advance Capital Management, Inc. 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More: the full row for Legacy Capital Group California, Inc. 110,636 $3.91M 1.08% -1,896 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 97,682 $3.45M 0.07% +88,232 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 94,654 $3.35M 3.08% +14,372 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 93,488 $3.3M 1.65% -10,241 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 91,964 $3.25M 0.2% +3,586 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 91,688 $3.24M 0.01% +25,854 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 91,344 $3.23M 0.01% +25,547 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 91,145 $3.22M 0.03% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 91,026 $3.22M 1.56% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 89,813 $3.17M 0.19% +9,984 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 89,748 $3.17M 0.07% +19,879 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 87,292 $3.09M 0.46% +26,345 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 85,495 $3.02M 0.02% +25,702 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 82,024 $2.9M 0.13% +28,416 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 80,433 $2.84M 0.74% +11,942 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 79,626 $2.81M 0.22% +3,186 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 77,550 $2.74M 0.82% +6,675 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 75,101 $2.65M 0.27% -86,655 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75,044 $2.65M 0.07% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 74,149 $2.62M 0.3% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 73,049 $2.58M 0.01% -317,753 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 70,235 $2.48M 0.72% -1,270 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 68,091 $2.41M 0.4% +12,350 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 67,805 $2.4M 0.15% -1,141 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 66,322 $2.34M 0.06% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 63,580 $2.25M 0.32% +6,635 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 61,339 $2.17M 1.36% +4,032 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 60,879 $2.15M 0.23% +1,097 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 60,428 $2.14M 0.39% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 59,498 $2.1M 1.83% +3,966 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 64,373 $2.07M 0.6% +56,766 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 56,236 $1.99M 0.02% +9,038 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,038 $1.98M <0.01% +33,275 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 54,993 $1.94M 0.05% -38,228 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 53,810 $1.9M 0.31% +19,200 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 50,679 $1.79M 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,486 $1.75M 0.02% +15,106 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 46,997 $1.66M 0.71% +5,733 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 46,768 $1.65M 0.01% +2,232 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 44,536 $1.57M 1.24% +8,205 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 44,212 $1.56M 0.22% +2,438 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 43,589 $1.54M 0.04% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 42,000 $1.48M <0.01% -103,700 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 41,051 $1.45M 0.1% +7,955 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 40,204 $1.42M 0.68% -39,194 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,134 $1.42M 0.01% +4,223 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 30,654 $1.4M 1.65% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 38,794 $1.37M 0.12% -8,848 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 38,670 $1.37M 0.7% +5,417 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 38,137 $1.35M 0.04% +375 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 37,579 $1.33M 0.09% -3,441 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 34,679 $1.23M 0.98% -200 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 31,567 $1.12M +2,558 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 31,310 $1.11M 0.04% -1,248 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 29,909 $1.06M 0.71% +13,801 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 30,082 $1.04M 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,847 $1.02M 0.01% -29,999 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 28,810 $1.02M 0.19% +4,312 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,427 $970K 0.03% -455 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 27,328 $966K 0.35% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 26,835 $949K 0.76% +10,166 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 24,551 $868K 0.06% +2,059 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 22,973 $812K 0.19% +4,775 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) 22,739 $804K 0.02% +22,698 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 22,298 $788K 0.38% +6,455 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,500 $760K <0.01% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,224 $750K 0.05% +1,823 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 20,295 $717K 0.18% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 19,268 $681K 0.16% -8,591 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,122 $676K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,983 $660K 0.01% -3,185 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 17,901 $633K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,051 $603K <0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,851 $560K 0.01% +4,044 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,092 $534K 0.01% -43 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,392 $509K 0.02% -3,738 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 14,236 $503K 0.08% -656 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 13,773 $487K <0.01% -1,478 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 13,750 $486K 0.08% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,622 $482K <0.01% +2,184 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,104 $463K 0.03% +730 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,442 $440K 0.04% -242 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,572 $409K <0.01% new 13F-HR Timeline Group Horan Securities, Inc. More: the full row for Horan Securities, Inc. 11,499 $407K 0.14% new 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,362 $402K 0.25% +260 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,364 $402K 0.01% -16,724 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 11,359 $402K 0.23% +674 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,335 $401K 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,087 $392K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,980 $388K 0.02% +1,401 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,134 $358K <0.01% -2,175 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,877 $349K 0.02% +2,368 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,805 $347K 0.01% +3,560 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,791 $346K 0.01% +3,867 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 9,315 $335K 0.12% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,445 $334K 0.1% -487 13F-HR/A Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 9,060 $320K 0.06% -4,745 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,900 $315K 0.13% -885 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,898 $315K 0.02% +75 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,679 $307K 0.03% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,596 $304K 0.08% +1,287 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,490 $300K 0.05% -5,248 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,203 $290K 0.01% +2 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,142 $288K 0.05% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,021 $284K 0.05% +1,359 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 7,971 $282K 0.14% -250 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,900 $279K <0.01% +800 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,749 $274K 0.07% -15 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,353 $260K 0.16% -7,303 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,854 $242K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,717 $237K 0.01% 0 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,562 $232K <0.01% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,422 $227K 0.11% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,397 $226K 0.01% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 6,365 $225K 0.05% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,071 $215K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,875 $208K 0.01% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 6,000 $206K 0.02% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,000 $106K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,681 $59.4K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,517 $53.6K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,419 $50.2K 0.05% +32 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,203 $42.5K new Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,178 $41.6K 0.03% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,049 $37.1K <0.01% +75 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,025 $36.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 502 $17.7K <0.01% -648 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 397 $14K <0.01% +2 13F-HR Timeline