MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 350,506 $30M <0.01% +26,680 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 340,934 $29.2M 0.93% +308,682 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 322,805 $27.6M 2.68% -31,098 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 301,363 $25.8M 0.01% -7,375 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 235,086 $20.1M 0.01% -19,354 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 185,189 $15.8M 1.44% -20,541 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 177,551 $15.2M -1,446 Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 172,189 $14.7M 0.57% +8,394 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 169,780 $14.5M 0.17% +8,316 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 159,234 $13.6M 2.15% +42,042 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 136,238 $11.7M 1.3% +709 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/ 132,040 $11.3M <0.01% -8,131 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 130,481 $11.2M 0.02% -377 13F-HR/A Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 123,949 $10.6M 5.64% +16,087 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 123,166 $10.5M <0.01% +20,534 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 122,225 $10.5M 0.03% -1,191 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 105,065 $8.99M 0.06% +4,779 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 103,387 $8.85M 1.73% +31,335 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 96,376 $8.25M 5.48% -837 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 91,247 $7.81M 3.78% -1,677 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 90,984 $7.79M 0.27% +84,871 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 90,596 $7.75M 2.19% +1,919 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 90,527 $7.75M 0.03% -4,279 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 78,422 $6.71M 1.2% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 78,364 $6.71M 0.01% -58,078 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 74,302 $6.65M 0.01% +51,759 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 75,000 $6.42M 0.11% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 71,452 $6.11M 0.02% +1,352 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 69,561 $5.95M 0.02% new 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 69,170 $5.92M 4.21% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 64,815 $5.55M 0.05% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 56,544 $5.07M 0.13% +5,393 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 56,259 $4.81M <0.01% -9,143 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 54,878 $4.7M <0.01% -49,253 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 50,196 $4.3M 1.61% +38,408 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 47,490 $4.06M 0.09% +2,588 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 46,817 $4.01M 1.16% -33,402 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 41,557 $3.56M 0.03% +3,033 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 40,904 $3.5M 0.11% +1 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 39,364 $3.37M 2.56% -206 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,651 $3.31M <0.01% -3,786 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,598 $3.3M 0.08% 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 38,278 $3.28M 3.21% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 34,355 $2.94M 0.27% -401 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,839 $2.72M <0.01% -4,964 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,893 $2.64M 0.09% -230 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 29,953 $2.51M 1.18% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,677 $2.45M <0.01% -5,970 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,474 $2.44M <0.01% -28,528 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 27,780 $2.38M 0.28% +1,074 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 25,911 $2.22M 0.44% -1,178 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,721 $2.2M <0.01% -9,029 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,608 $2.19M 0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 24,815 $2.12M 0.43% +2,184 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,399 $2.09M <0.01% -2,204 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,641 $2.02M 0.01% +316 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 23,348 $2M 0.5% 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 23,211 $1.99M 0.12% -874 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 22,390 $1.92M 0.55% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 21,979 $1.88M 1.27% +5,180 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 21,642 $1.85M 0.96% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 20,708 $1.77M 0.02% -147,891 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,178 $1.73M 0.01% -3,183 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,076 $1.72M <0.01% +268 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 19,327 $1.65M new Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,117 $1.64M <0.01% +14,016 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,127 $1.55M <0.01% +11,625 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,876 $1.53M 0.05% -7,240 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 17,564 $1.5M 0.35% +3,272 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,331 $1.4M 0.02% +666 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,300 $1.39M 0.19% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15,020 $1.29M <0.01% -11,026 13F-HR Timeline Group Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 14,055 $1.26M 0.26% +1,270 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 13,980 $1.2M 0.09% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,814 $1.1M 0.14% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,070 $1.03M 0.1% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 11,684 $1000K 0.52% -660 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,210 $959K <0.01% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,746 $920K 0.01% +1,576 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,539 $902K <0.01% new 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 10,185 $872K 0.1% +3,839 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,081 $863K 0.35% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,929 $764K 0.01% -1,398 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,666 $742K 0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,656 $741K <0.01% +2,259 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,171 $699K 0.02% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 8,116 $694K 0.31% -670 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,017 $686K 0.08% -2,714 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,906 $677K <0.01% -532 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 7,800 $667K 0.06% 0 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 7,637 $653K 0.01% +968 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,741 $594K 0.28% -246 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,791 $581K 0.04% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,377 $546K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,334 $542K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,051 $518K 0.01% -3,510 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,880 $503K 0.05% +1,000 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,792 $496K <0.01% +70 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,774 $494K <0.01% -5 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,200 $446K 0.08% +2,559 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,955 $424K 0.01% -308 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,729 $405K 0.05% -4,667 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,679 $400K <0.01% -458 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,438 $380K 0.03% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,273 $366K 0.04% +4 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,204 $360K 0.01% -1,184 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,165 $356K <0.01% +484 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,991 $355K 0.07% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,044 $346K 0.03% +14 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,997 $342K 0.1% -128 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,942 $337K 0.04% +8 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,934 $337K 0.1% +518 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,834 $328K <0.01% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,731 $319K 0.1% -352 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,706 $317K <0.01% -1,611 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,673 $314K <0.01% new 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,424 $293K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,358 $287K 0.01% -1,207 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,288 $281K 0.06% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,253 $278K 0.03% +12 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,200 $274K 0.11% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,062 $269K 0.16% +33 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,130 $268K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,105 $266K 0.1% +1 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,964 $254K 0.02% +73 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,958 $253K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,919 $250K 0.01% +46 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,817 $241K 0.11% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,533 $217K 0.01% new 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,359 $202K 0.12% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,297 $197K 0.15% +1,680 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,189 $187K <0.01% +1,976 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,924 $165K 0.05% +125 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,890 $162K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,599 $137K <0.01% +1,427 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,600 $137K 0.07% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,450 $124K 0.07% -590 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,328 $113K 0.02% -25 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,175 $101K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,068 $91.4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,007 $86.1K <0.01% +2 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 926 $79.2K <0.01% +879 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 896 $76.7K 0.03% -39 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 860 $73.6K <0.01% +6 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 746 $66.4K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 734 $62.8K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 637 $54.5K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 584 $50K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 580 $49.6K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 495 $42.4K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 369 $31.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 349 $29.9K <0.01% -60 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 348 $29.8K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 330 $28.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 327 $28K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 305 $26.1K 0.02% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 234 $20K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 220 $18.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 216 $18.5K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 208 $17.8K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 206 $17.6K <0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $17.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 174 $14.9K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 171 $14.7K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 139 $11.9K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 136 $11.6K <0.01% -8 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 133 $11.4K <0.01% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 132 $11.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 114 $9.75K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 102 $8.76K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 101 $8.64K <0.01% +9 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 96 $8.21K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 90 $7.87K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 80 $6.85K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 78 $6.67K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 62 $5.3K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 53 $4.54K <0.01% 0 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. 52 $4.46K <0.01% 0 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 39 $3K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 34 $2.91K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32 $2.74K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 28 $2.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 24 $2.05K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 20 $1.71K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 17 $1.44K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 14 $1.2K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 13 $1.13K <0.01% 0 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) 5 $428 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.