AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,934,302 $241M 2.05% +529,877 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,901,451 $240M 0.02% +15,874 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,501,385 $171M 0.02% +113,983 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,944,018 $144M 0.81% +1,963,654 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,230,660 $109M 0.04% +446,400 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,677,910 $82.1M 0.02% -101,357 13F-HR Timeline Group TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 1,299,203 $63.5M 2.12% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 962,982 $47.1M 0.02% 13F-HR/A Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 870,900 $42.6M 0.06% -13,800 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 714,445 $34.9M 0.07% +48,200 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 673,698 $33M 9.81% +10,993 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 641,950 $31.4M 5.59% +59,473 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 583,143 $28.5M 0.01% +171,491 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 570,504 $27.9M 0.12% +144,363 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 537,619 $26.3M 0.92% +16,524 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 432,859 $21.2M 0.07% +7,356 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 430,554 $21.1M 1.45% +21,615 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 380,933 $18.6M 0.81% +4,246 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 376,817 $18.4M 3.47% +74,975 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 374,943 $18.3M 0.04% -58,896 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 347,213 $17M 0.2% -6,574 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 300,353 $14.7M 11.92% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 297,157 $14.5M 2.67% +1,695 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 294,225 $14.4M 2.2% -299,063 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 290,531 $14.2M 2.95% +97,911 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 221,216 $10.8M 4.1% +368 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 209,341 $10.2M 5.03% +50,028 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 197,995 $9.68M 4.66% -30,898 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 194,223 $9.5M 5.33% 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 185,441 $9.07M 0.75% +8,991 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 172,479 $8.44M 4.01% +1,852 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 169,154 $8.27M 2.08% -69,473 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 160,051 $7.83M 0.12% +13,250 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 155,002 $7.58M 0.01% -153,221 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 153,435 $7.5M 0.25% +152,551 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 147,087 $7.19M 1.96% +3,782 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 144,590 $7.07M 0.06% +3,918 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 135,341 $6.62M 2.84% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 130,817 $6.4M +31,629 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 129,765 $6.35M 0.01% -27,147 13F-HR Timeline Group Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 128,462 $6.28M 6.6% 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. 126,600 $6.19M 0.14% +4,891 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 113,126 $5.53M 0.66% -9,954 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 110,660 $5.41M 0.81% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 108,012 $5.28M 0.23% -2,397 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 107,373 $5.25M 5.81% 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 102,109 $4.99M <0.01% -147 13F-HR Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 90,410 $4.42M 2.79% +3 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 90,383 $4.42M 2.58% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 86,847 $4.25M 0.61% 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 84,987 $4.16M 2.6% -1,701 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 81,620 $3.99M <0.01% -18,386 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 79,227 $3.88M 0.01% -16,955 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,226 $3.73M 0.01% +10,508 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 71,937 $3.52M 0.01% +51,249 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 71,004 $3.47M 2.3% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,937 $3.47M 0.01% -33,873 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 69,752 $3.41M <0.01% -2,981 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 67,757 $3.31M 2.47% -4,584 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 64,066 $3.13M 0.19% +2,545 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 60,334 $2.95M <0.01% -141,420 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 60,207 $2.94M 1.15% -2,133 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 57,142 $2.79M 0.91% -6,553 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 52,172 $2.55M 0.07% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 51,923 $2.54M <0.01% +22,455 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 50,738 $2.48M 0.14% -1,527 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 50,656 $2.48M 0.46% +3,315 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 49,619 $2.43M 0.34% +568 13F-HR Timeline Trust Co More: the full row for Trust Co 49,320 $2.41M 0.28% +4,104 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 48,156 $2.36M 0.05% +12,306 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 46,552 $2.28M 1.81% 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 46,473 $2.27M 2.58% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 44,041 $2.15M 0.01% +9,096 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 39,802 $1.95M 0.02% +244 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 39,802 $1.95M 0.02% +244 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 39,647 $1.94M 0.96% 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 39,202 $1.92M 1.52% +3,803 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 38,551 $1.88M 0.02% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 38,491 $1.88M 1.91% +38,135 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 37,713 $1.84M 0.1% -1,341 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 36,676 $1.79M <0.01% -20,862 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 36,630 $1.79M 0.07% +118 13F-HR/A Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 36,006 $1.76M 1.18% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,793 $1.75M <0.01% +3,576 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 35,665 $1.74M 1.11% +804 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 35,624 $1.74M 0.03% -4,670 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,176 $1.67M <0.01% -25,491 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 33,416 $1.63M 0.09% +56 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 32,735 $1.6M 1.82% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 31,550 $1.54M 0.14% +466 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 31,429 $1.54M 0.05% -134 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 30,966 $1.51M 0.03% -14,842 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 30,182 $1.48M 0.74% +21,314 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,174 $1.48M 0.01% +17,981 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29,995 $1.47M <0.01% -142 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 28,524 $1.4M 0.15% -16,638 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,531 $1.25M <0.01% +974 13F-HR/A Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 24,912 $1.22M 0.09% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 24,214 $1.18M 0.31% +25 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 21,937 $1.07M 0.05% -70,903 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) 19,936 $975K 0.02% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,824 $970K 0.06% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 19,053 $932K 0.04% -280 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,641 $912K 0.27% -3,629 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,614 $910K 0.03% +290 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 18,163 $891K 0.25% +12,553 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 18,114 $886K 0.11% -55 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 18,047 $883K 0.08% -6,387 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,042 $882K 0.01% +65 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,783 $870K 0.01% +8,030 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 17,772 $869K 0.11% +634 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 17,281 $845K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,082 $836K +1,855 Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 17,073 $835K 0.22% 13F-HR Timeline CLG LLC More: the full row for CLG LLC 15,935 $779K 0.28% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,768 $771K 0.03% +6,322 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 15,664 $766K 0.1% -6,764 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,416 $754K 0.01% +1,034 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,322 $749K 0.02% +55 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,830 $725K 0.02% +6,104 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 14,289 $699K <0.01% new 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 13,948 $684K 0.16% -4,658 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,583 $664K 0.01% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 13,283 $650K <0.01% -517 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,640 $620K <0.01% -1,005 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,881 $581K 0.03% -1,473 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 11,642 $569K 0.06% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 11,565 $566K 0.25% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,127 $544K 0.1% -2,089 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,110 $543K 0.13% +504 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10,460 $512K 0.04% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,260 $502K <0.01% -1,559 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,203 $501K 0.12% +189 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,157 $497K 0.1% -3,896 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,130 $495K 0.01% -37 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 9,800 $479K 0.17% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,418 $461K 0.39% 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 9,242 $452K 0.03% -1,021 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 9,183 $449K 0.2% -569 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 9,065 $443K 0.01% +777 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,937 $437K 0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,926 $437K 0.21% -764 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,515 $416K <0.01% new 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 8,105 $396K 0.17% -881 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,031 $344K 0.01% +3 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,711 $328K 0.31% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,576 $322K 0.01% -316 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 6,200 $303K 0.08% -215 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,190 $303K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6,173 $302K 0.14% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,061 $296K 0.16% -14,952 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,950 $291K 0.07% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,919 $289K 0.11% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,878 $287K <0.01% -102 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,852 $286K 0.02% +45 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5,850 $286K 0.2% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,789 $283K 0.01% -31,990 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,773 $282K 0.01% +740 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 5,713 $279K 0.04% +405 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,652 $276K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,622 $275K 0.01% +2,642 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,362 $262K <0.01% -1,978 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,198 $254K 0.01% +237 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,161 $252K <0.01% 0 13F-HR/A Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,000 $245K 0.15% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,696 $230K <0.01% +289 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,646 $227K 0.07% +78 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,596 $225K 0.01% -200 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,511 $221K 0.02% -474 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,423 $216K 0.06% -318 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,339 $212K 0.09% new 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 4,189 $205K 0.13% -63,364 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,291 $161K <0.01% -450 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,100 $152K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,059 $150K 0.02% +510 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,454 $120K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,004 $98K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,710 $83.6K <0.01% +244 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,600 $78.3K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,426 $69.7K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,391 $68K 0.05% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,354 $66.2K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,214 $59.4K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,077 $52.7K <0.01% -395 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,004 $49.2K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 994 $48.6K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 967 $47.3K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 700 $34.2K <0.01% +200 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 635 $31.1K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 611 $29.9K <0.01% -199 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 516 $25.2K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 500 $24.5K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 433 $21.2K 0.02% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 430 $21K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 400 $19.6K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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