MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 260,007 $31.5M <0.01% +9,075 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 234,197 $28.4M 0.01% +12,666 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 155,656 $19.2M 4.9% +6,267 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 114,221 $13.9M <0.01% -4,861 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 113,342 $13.7M <0.01% +11,990 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,976 $10.8M 0.01% -48,578 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 77,808 $9.44M 5.33% +2,229 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 77,304 $9.38M 0.05% +84 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 64,958 $7.88M <0.01% +38,680 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 61,246 $7.43M 0.13% +1,734 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 59,762 $7.25M 1.57% +56,282 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 58,708 $7.12M 1.33% -6,337 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57,794 $7.01M <0.01% +12,623 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 54,030 $6.56M <0.01% -300,421 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 $6.06M <0.01% -2,137 13F-HR/A Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 49,872 $6.05M 3.88% +1,692 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 46,882 $5.69M 0.04% +2,900 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 44,747 $5.43M <0.01% -426 13F-HR Timeline Group Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 44,552 $5.4M 3.33% +1,185 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,639 $5.29M <0.01% +4,632 13F-HR Timeline Group KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 41,015 $4.97M 2.37% -597 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 34,469 $4.18M 0.05% +3,893 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 31,097 $3.77M 0.06% +1,499 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 30,163 $3.66M 0.01% +1,079 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 30,059 $3.65M -9,004 Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 25,772 $3.13M 0.22% +1,361 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 24,534 $2.98M 1.68% +192 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 23,505 $2.85M 0.14% +159 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,276 $2.7M 0.01% +1,753 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 21,957 $2.66M 0.01% -4,224 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,889 $2.65M <0.01% +1,817 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,387 $2.59M <0.01% -2,394 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,069 $2.56M <0.01% -540 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,157 $2.45M <0.01% +246 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 19,248 $2.33M 0.19% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 19,237 $2.33M +611 Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 17,325 $2.27M 1.8% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,282 $2.22M 0.02% +649 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 16,693 $2.02M 0.37% -201 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,150 $1.84M <0.01% +19 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,981 $1.82M 0.01% -1,998 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,955 $1.81M 0.41% -23,251 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 13,336 $1.62M 0.29% 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 13,007 $1.58M 0.51% +1,694 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 12,290 $1.49M 0.17% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,402 $1.38M 0.01% +478 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,217 $1.36M 0.09% -71 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,704 $1.3M <0.01% +686 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,621 $1.29M 0.14% +5 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,610 $1.29M 0.01% +33 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,355 $1.13M <0.01% +1,152 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,201 $1.12M <0.01% -629 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,731 $1.06M 0.06% +5,050 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,601 $1.04M <0.01% -159 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,264 $1M 0.36% -554 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,703 $998K 0.08% +355 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,698 $934K 0.1% +24 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 7,644 $927K 0.95% +2,017 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,546 $915K 0.13% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 7,522 $912K 0.18% -3,281 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 6,699 $812K 0.6% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,569 $797K 0.09% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,478 $786K 0.05% +74 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,389 $775K 0.13% -211 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,226 $755K 0.01% +2,195 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,022 $730K 0.41% -78 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,778 $701K 0.09% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,554 $674K 0.01% +387 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,091 $617K <0.01% -108 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 5,066 $614K 0.43% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,030 $610K 0.01% -396 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,944 $600K 0.02% +3,112 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,807 $583K 0.06% -375 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,622 $561K <0.01% +263 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,377 $531K 0.26% -75 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,365 $529K 0.01% +560 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,350 $528K <0.01% new 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,227 $513K 0.06% -25 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,073 $513K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,096 $497K <0.01% +24 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,904 $473K 0.29% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,681 $446K <0.01% -35 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,554 $431K 0.01% +85 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,262 $396K 0.01% -58 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,202 $388K 0.03% +18 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,185 $386K 0.09% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,162 $384K 0.01% +14 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,045 $369K <0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,800 $340K 0.05% -101 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,735 $332K 0.07% +15 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,700 $327K 0.19% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,651 $321K <0.01% +15 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,570 $312K 0.18% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,545 $309K <0.01% 0 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,505 $305K 0.11% +12 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,432 $295K <0.01% -3 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,431 $295K 0.13% +46 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,331 $283K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,323 $282K <0.01% +495 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,275 $276K <0.01% -744 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,267 $275K 0.03% -165 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,111 $265K 0.01% -1,886 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,167 $263K 0.16% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,115 $257K 0.02% +100 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2,082 $253K 0.19% 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,916 $252K 0.11% +1 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,058 $250K 0.09% -1,800 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,935 $244K 0.04% -9 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,006 $243K 0.02% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,973 $239K 0.18% -200 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,852 $239K 0.01% +24 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,948 $236K <0.01% +44 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,908 $231K 0.01% +770 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,781 $224K 0.04% +27 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,835 $223K <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,800 $218K <0.01% 0 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,770 $215K 0.01% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,733 $210K 0.09% +5 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. 1,733 $210K <0.01% +9 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,725 $209K 0.02% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,721 $209K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,586 $205K 0.01% -122 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,690 $205K 0.01% -14 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,411 $171K 0.04% -125 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,353 $164K <0.01% -120 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,297 $157K 0.05% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,284 $156K 0.1% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,151 $140K 0.04% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,094 $133K 0.06% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,088 $132K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,065 $129K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 960 $116K <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 772 $93.6K 0.05% -812 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 751 $91.1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 702 $85.1K <0.01% +378 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 636 $77.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 620 $76.9K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 634 $76.9K <0.01% -22 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 623 $75.6K 0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 621 $75.3K 0.02% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 586 $71.1K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 453 $54.9K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 428 $52K <0.01% -378 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 423 $51.3K <0.01% +2 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 415 $50.3K <0.01% +1 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 348 $42.2K 0.01% +2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 326 $40.1K <0.01% +320 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 290 $35.2K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 284 $34.4K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 281 $34.1K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 274 $33.2K <0.01% +60 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 265 $32.1K <0.01% +50 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 260 $31.5K 0.03% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $30.3K <0.01% +200 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 214 $26K <0.01% +76 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 207 $25K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 205 $24.9K <0.01% -33 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $24.3K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 170 $20.7K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 137 $16.7K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 132 $16K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 127 $15.4K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 119 $14.4K <0.01% -6 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 105 $12.7K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 87 $10.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 80 $10.4K <0.01% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 75 $9.11K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 64 $7.76K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 53 $6.43K <0.01% 0 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 46 $5.58K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36 $4.37K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 35 $4.25K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 32 $3.88K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 12 $1.46K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 10 $1.21K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8 $970 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6 $728 <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $485 <0.01% 0 13F-HR Timeline