MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 222,727 $34.2M <0.01% +7,141 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 222,272 $34.1M 0.01% -2,747 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 170,087 $26.1M 0.01% +5,658 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/ 122,394 $18.8M <0.01% +4,115 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 110,686 $17M 3.2% +12,573 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 100,694 $15.4M 8.46% +5,116 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 90,168 $13.8M 0.01% +4,899 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 80,275 $12.3M 0.06% +2,169 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 77,527 $11.9M 0.01% +11,606 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 12,290 $11.4M 1.38% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 60,595 $9.3M 0.14% 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 58,265 $8.94M 1.43% -943 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 57,143 $8.77M 4.54% +2,236 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 51,756 $7.94M 2.51% +49,239 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 51,076 $7.84M <0.01% +5,398 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,000 $7.67M <0.01% -754 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 49,852 $7.65M 0.09% +2,069 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,651 $6.54M <0.01% +145 13F-HR Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 40,429 $6.2M 2.52% -109 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 40,081 $6.15M 0.05% -1,074 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 33,778 $5.18M 0.05% -803 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 33,396 $5.12M <0.01% +1,427 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 33,194 $5.11M <0.01% -6,961 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,531 $4.87M 0.01% +2,392 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 29,404 $4.51M 0.01% +55 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 27,059 $4.15M 0.21% +715 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 25,232 $3.87M -1,445 Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 25,110 $3.85M 1.88% +256 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 24,465 $3.75M 0.27% +1,393 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,292 $3.57M 0.01% +349 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,716 $3.49M <0.01% +1,094 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,053 $3.2M <0.01% -16 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 20,254 $3.11M <0.01% -372 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,115 $3.09M 0.01% -210 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 19,351 $2.97M -142 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,723 $2.87M <0.01% +1,568 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 17,158 $2.63M 0.63% +1,122 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,140 $2.63M <0.01% -2,937 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 17,027 $2.61M 1.85% 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 15,942 $2.45M 0.41% -425 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,046 $2.31M 0.12% +2,575 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,449 $2.22M 0.01% -572 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,406 $2.06M 0.04% +8,884 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 13,127 $2.01M 0.3% -26 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,681 $1.95M <0.01% +1,671 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,226 $1.88M 0.09% +1,488 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,395 $1.75M 0.36% -1,522 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,231 $1.72M 0.01% -249 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,725 $1.65M 0.08% -491 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,583 $1.62M 0.11% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,564 $1.62M 0.02% +3,589 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,148 $1.56M 0.01% -503 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,207 $1.41M <0.01% +298 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 9,207 $1.41M 1.26% +413 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,089 $1.39M 0.01% -9,126 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,051 $1.39M <0.01% -236 13F-HR/A Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 8,435 $1.29M 0.76% -42,385 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,196 $1.26M 0.44% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,095 $1.24M 0.25% -44 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,298 $1.23M 0.09% +311 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,958 $1.22M 0.16% +155 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,936 $1.22M 0.16% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 7,808 $1.2M 0.64% 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 7,635 $1.17M 0.52% +6 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,621 $1.17M 0.08% +577 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,374 $1.13M 0.11% +3 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,146 $1.08M <0.01% +1,213 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,856 $1.05M 0.23% +5 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 6,483 $995K 3.85% -32 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,360 $976K 0.01% +110 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,860 $899K 0.01% +191 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,802 $890K 0.45% -111 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,778 $886K 0.08% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,277 $810K <0.01% +3,292 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 5,161 $792K +37 Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 5,066 $777K 0.49% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,055 $776K 0.01% -100 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,789 $735K 0.07% -179 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,704 $722K <0.01% 0 13F-HR/A Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,126 $712K <0.01% +2,569 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,597 $705K 0.29% +50 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,564 $700K 0.01% -379 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,365 $670K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,209 $646K 0.01% +450 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,911 $600K 0.35% +7 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,855 $586K 0.2% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,763 $577K 0.02% -2,614 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,650 $560K 0.11% +134 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,614 $554K <0.01% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,500 $537K 0.35% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,470 $532K 0.01% +3 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,212 $493K 0.03% +4 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,185 $489K 0.08% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,170 $486K 0.02% +3 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 3,155 $484K 0.01% +925 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,045 $467K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,895 $444K <0.01% new 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,809 $431K 0.03% +460 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,802 $430K <0.01% +146 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,616 $401K 0.01% new 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,570 $394K 0.21% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,551 $391K <0.01% +300 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,535 $389K 0.16% +14 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,457 $377K 0.23% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,435 $374K <0.01% +1 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,432 $373K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,395 $367K <0.01% +120 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,267 $348K 0.03% 0 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,145 $329K <0.01% +410 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,116 $325K 0.01% +52 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,115 $324K 0.02% 0 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,040 $313K 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,026 $311K <0.01% +76 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,000 $307K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,000 $307K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,947 $299K 0.04% -1,153 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,894 $291K <0.01% 0 13F-HR Timeline Group ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,916 $289K 0.11% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,844 $283K 0.17% -44 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,800 $276K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,855 $274K 0.01% +1 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,770 $272K 0.02% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,762 $270K 0.17% -197 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,725 $265K 0.02% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,715 $263K <0.01% +3 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,690 $259K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,652 $253K 0.01% +3 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,648 $253K 0.03% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,665 $249K 0.04% -98 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,616 $248K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,615 $248K <0.01% +550 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,589 $244K 0.05% -57 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,586 $243K 0.03% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,568 $241K 0.09% new 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,503 $231K 0.02% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,485 $228K 0.12% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,413 $217K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,411 $216K 0.04% 0 13F-HR/A Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,400 $215K 0.03% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,391 $213K 0.09% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,362 $209K <0.01% new 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,352 $207K 0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,349 $207K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,335 $205K <0.01% +90 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,297 $199K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,250 $192K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,151 $177K 0.04% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,094 $168K 0.07% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,062 $163K <0.01% -26 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,020 $156K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 987 $151K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 977 $150K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 807 $124K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 785 $120K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 769 $118K 0.05% -3 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 623 $95.6K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 621 $95.3K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 586 $89.9K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 601 $88K 0.01% -19 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 474 $72.7K <0.01% +115 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. 415 $63.7K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 392 $60.2K <0.01% -36 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 349 $53.5K 0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 327 $49.7K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 310 $47.6K <0.01% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 284 $43.6K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 265 $40.7K <0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 260 $39.9K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 215 $33K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 209 $32.1K 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 207 $32K <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 205 $31.5K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 205 $31.5K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 204 $31.3K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $30.7K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 171 $26.2K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 140 $21.6K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 140 $21.5K <0.01% -150 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 129 $19.8K 0.01% -9 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 105 $16.1K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 82 $12.6K 0.01% 0 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 76 $11.7K <0.01% -78 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 71 $10.9K <0.01% -81 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 66 $10.1K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 53 $8.13K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 50 $7.67K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36 $5.52K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 31 $4.76K <0.01% -138 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 30 $4.6K <0.01% -5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 12 $1.84K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 10 $1.53K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8 $1.23K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6 $921 <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $614 <0.01% 0 13F-HR Timeline