AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,122,488 $351M 2.24% +312,110 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,257,034 $308M 0.02% +330,336 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/ 4,115,674 $203M 0.02% +187,781 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,965,668 $146M 0.04% +117,998 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,143,673 $106M 0.02% +448,684 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,404,757 $69.2M 0.34% -286,180 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,153,916 $56.9M 0.02% +61,604 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,097,653 $54.1M 0.06% +76,643 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,035,956 $51.1M 3.06% +687,149 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 778,361 $38.4M 5.78% +9,082 13F-HR Timeline TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 686,991 $33.9M 4.83% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 681,148 $33.6M 0.85% +117,564 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 637,971 $31.4M 8.58% -43,426 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 615,170 $30.3M 0.09% +10,227 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 594,846 $29.3M 0.01% -32,241 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 535,131 $26.4M 0.07% +82,864 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 532,894 $26.3M 3.12% +19,469 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 417,948 $20.6M 1.18% -3,970 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 416,880 $20.5M 3.82% -43,737 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 408,874 $20.2M 0.58% +9,009 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 367,960 $18.1M 0.03% +15,412 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 352,796 $17.4M 3.06% +188,202 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 322,872 $15.9M 2.18% -8,040 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. 289,752 $14.3M 0.29% +42,631 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 286,664 $14.1M 6.34% +5,693 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 270,337 $13.3M 8.8% -15,466 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 266,129 $13.1M 0.13% -24,163 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 243,845 $12M 3.5% +7,196 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 242,698 $11.9M 1.6% +948 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 236,555 $11.7M 3.37% +26,740 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 233,588 $11.5M 1.83% +10,960 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 221,165 $10.9M 0.73% +18,407 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 210,115 $10.4M 0.01% +174,706 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 206,907 $10.2M 0.77% +13,457 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 206,699 $10.2M 3.65% +2,899 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 195,903 $9.66M 0.01% +9,874 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 194,955 $9.61M 5.98% +9,933 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 181,930 $8.97M 3.83% -85,077 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 174,693 $8.61M 0.09% +7,346 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 164,634 $8.11M -43,727 Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 159,196 $7.85M 0.91% -38,106 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 158,172 $7.8M 0.69% +57,694 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 153,240 $7.55M 0.38% -4,725 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 152,953 $7.54M 2.17% +8,010 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 144,124 $7.09M 0.01% -4,314 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 142,135 $7.01M 2.28% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 122,479 $6.04M <0.01% +22,802 13F-HR/A Timeline Group First Financial Group Corp More: the full row for First Financial Group Corp 118,769 $5.85M 5.07% +10,241 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 115,643 $5.7M <0.01% -16,128 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 114,964 $5.67M 1.9% -153,906 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 109,349 $5.39M 0.59% -2,167 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,536 $5.3M 0.01% +2,657 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 101,436 $5M <0.01% -166 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 100,981 $4.98M 1.24% -12,821 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 100,636 $4.96M <0.01% -481 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 99,118 $4.89M 1.61% +1,369 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 98,568 $4.86M 0.01% +3,181 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 98,061 $4.83M 0.01% +86,649 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 96,035 $4.73M 0.49% -6,008 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 94,903 $4.68M 0.18% -3,543 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 92,377 $4.55M <0.01% +9,655 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 90,822 $4.48M 0.01% +6,205 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 89,896 $4.43M 2.71% +60,196 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,337 $4.3M 0.01% -7,913 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 79,700 $3.93M 0.69% +8,769 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 73,909 $3.64M 0.15% +4,554 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 67,171 $3.31M 0.04% +2,888 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 66,323 $3.27M 0.36% -245 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 66,284 $3.27M 2.07% -678 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 65,955 $3.25M <0.01% new 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 65,771 $3.24M 0.83% +294 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 63,877 $3.15M 0.18% +7,216 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 63,207 $3.12M 3.08% +30,153 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 61,677 $3.04M 0.06% +4,704 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 60,367 $2.98M 0.05% -12,899 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 56,334 $2.78M 0.06% -11,037 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,651 $2.69M 0.05% +17,807 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 52,291 $2.58M 0.33% +11 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 51,511 $2.54M <0.01% +18,472 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 49,042 $2.42M 0.01% -99,969 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 48,666 $2.4M 2.39% +3,268 13F-HR Timeline Trust Co More: the full row for Trust Co 47,212 $2.33M 0.24% -427 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 46,738 $2.3M 0.2% -1,639 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 44,181 $2.18M 1.64% +1,742 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 42,269 $2.08M 0.01% +1,295 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 40,069 $1.97M 1.1% +503 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 39,881 $1.97M 0.08% +372 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 39,597 $1.95M 1.07% -1,196 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 39,444 $1.94M 0.45% +5,430 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 38,840 $1.91M 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 38,619 $1.9M <0.01% -1,333 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 38,578 $1.9M 0.22% +11,589 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 46,152 $1.86M 0.01% -17,851 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 37,479 $1.85M 0.66% -151 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 37,165 $1.83M 0.07% +2,051 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,628 $1.71M 0.03% +6,711 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 34,309 $1.69M 0.13% +2,176 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,480 $1.6M <0.01% -9,035 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 31,807 $1.57M 0.48% +5,086 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 29,910 $1.47M 0.04% +2,195 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 29,827 $1.47M 0.07% +16,872 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 29,201 $1.44M 0.06% -15,338 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 27,927 $1.38M 0.21% +1,868 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 27,427 $1.35M 0.91% +2,047 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,389 $1.35M 0.03% -8,194 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,875 $1.28M +2,856 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,087 $1.24M 0.01% +3,831 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 24,632 $1.21M 0.26% -3,139 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 23,963 $1.18M 0.06% +5,662 13F-HR Timeline CLG LLC More: the full row for CLG LLC 23,063 $1.14M 0.31% -2,361 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 22,234 $1.1M 0.74% -3,218 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 22,030 $1.09M 0.01% -4,539 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 21,263 $1.05M 0.29% +257 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,694 $1.02M 0.01% +3,288 13F-HR/A Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 20,490 $1.01M 0.25% +499 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,283 $1000K 0.05% 0 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 18,421 $908K 0.66% +1,554 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 17,249 $850K 0.02% -19 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16,713 $824K 0.09% -834 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 16,642 $820K 0.14% +4,247 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,567 $817K <0.01% -1,710 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,066 $792K 0.05% -452 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 15,024 $741K 0.14% +5,991 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 14,550 $717K 0.2% +3,129 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,120 $696K 0.02% -525 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,996 $690K 0.01% -2,924 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,605 $671K 0.01% -13,396 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 13,200 $651K 0.13% +209 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,096 $645K <0.01% +5,561 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,089 $645K 0.02% +9,155 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,777 $630K 0.02% -886 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,424 $612K 0.13% +1,073 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) 12,413 $612K 0.02% new 13F-HR Timeline Group American Trust More: the full row for American Trust 11,624 $573K 0.05% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,359 $558K 0.12% +963 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,988 $542K 0.02% +2,481 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,988 $542K 0.09% +2,481 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 10,831 $534K 0.08% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,701 $527K 0.08% +1,406 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 10,258 $506K 0.22% +126 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,219 $504K 0.03% +196 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,862 $486K 0.22% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,729 $480K 0.33% +120 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,697 $429K 0.02% -3,077 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,526 $420K 0.01% -10,264 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,435 $416K 0.04% -6,157 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,347 $411K <0.01% -6,190 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,170 $403K 0.03% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 8,124 $400K 0.3% +2,101 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,538 $372K <0.01% -259 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,533 $371K 0.01% +760 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 7,339 $362K 0.04% -26,021 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,181 $354K 0.08% -381 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 6,977 $344K 0.32% +509 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 6,383 $315K 0.14% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,190 $305K 0.01% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,010 $296K 0.13% -9,484 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,950 $293K 0.06% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,876 $290K 0.01% -827 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,754 $284K 0.12% -243 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,728 $281K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,652 $279K <0.01% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,286 $261K <0.01% -963 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,181 $255K 0.01% +65 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,041 $248K 0.12% +124 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,019 $247K <0.01% +4,658 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,000 $246K 0.13% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 5,000 $246K 0.08% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,800 $237K 0.06% +60 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,761 $234K 0.1% 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,730 $233K 0.05% +31 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,621 $228K <0.01% -174 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 4,600 $227K 0.03% -407 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,591 $226K 0.01% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,578 $226K 0.15% -13 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,519 $223K <0.01% -357 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,500 $222K <0.01% new 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 4,456 $220K 0.18% +55 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,384 $216K 0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,291 $212K <0.01% -241 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,224 $208K 0.16% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,150 $205K 0.04% +51 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,129 $203K 0.13% -349 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,623 $179K <0.01% +3,031 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,966 $146K 0.04% -3,411 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,769 $136K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,637 $130K 0.01% -244 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,814 $89.4K <0.01% +236 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,800 $88.7K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,775 $87.5K <0.01% -34 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,600 $78.9K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,391 $68.6K 0.04% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,378 $67.9K <0.01% +443 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,214 $59.9K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,080 $53.2K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,004 $49.5K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 727 $35.8K 0.04% new 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 637 $31.4K <0.01% +1 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 611 $30.1K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 433 $21.3K 0.01% 0 13F-HR Timeline