BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,829,092 $337M 0.03% -62,068 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,101,235 $203M 0.01% +43,281 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 564,875 $104M 0.04% -13,335 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 533,376 $98.2M 0.02% -2,796 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 480,553 $88.5M 0.01% +180 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 403,154 $74.3M 0.12% -12,360 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 372,911 $68.7M 0.42% +32,134 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 364,707 $67.2M 0.02% -51,609 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 344,538 $64M 0.28% +36,154 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 289,558 $53.4M 0.12% +39,900 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 258,686 $47.6M 0.01% -2,058 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 248,907 $45.8M 12.28% +2,142 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 246,935 $45.5M 0.02% +9,314 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 236,711 $43.6M 10.34% +4,575 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 231,157 $42.6M 0.06% -8,645 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 200,825 $37M 0.01% +56,052 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 172,486 $31.8M +16,482 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 150,889 $27.8M 0.04% +144 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 148,224 $27.3M 0.09% -4,516 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 144,711 $26.7M 6.52% +6,228 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 143,719 $26.5M 0.31% +343 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 127,337 $23.5M 0.14% -17,868 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 122,147 $22.5M 2.35% +86 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 116,740 $21.5M 2.9% -34,123 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 108,966 $20.1M 1.06% -1,709 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 106,732 $19.7M 1.52% -2,097 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,407 $19M <0.01% -15,206 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 102,778 $18.9M 0.04% -6,072 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 99,907 $18.4M 0.03% +73,821 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 99,827 $18.4M 18.81% +5,757 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 94,687 $17.4M 0.01% +30,544 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 94,357 $17.4M 0.68% -1,321 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 86,284 $15.9M 0.31% +8,760 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 81,510 $15M 0.23% -8,917 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 78,753 $14.5M 7.83% -8,344 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 75,408 $13.9M 1.14% -1,262 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 69,176 $12.7M 0.15% -2,357 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,378 $11.3M 0.03% +52 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 60,712 $11.2M 1.37% +2,668 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 58,729 $10.8M 0.14% -8,244 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 55,451 $10.2M 1.38% -1,256 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 47,183 $8.69M 0.02% +3,067 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 46,772 $8.61M 0.45% -66,390 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,762 $8.43M 1.63% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,158 $8.32M 0.01% +5,748 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,171 $8.14M 0.01% +2,407 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,575 $7.47M 0.02% +1,061 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 40,227 $7.41M 0.23% -629 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 39,431 $7.26M 0.06% -598 13F-HR/A Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 38,856 $7.16M 0.96% +367 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 39,039 $6.97M 6.18% +2,641 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 36,241 $6.68M 1.63% +2,693 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 34,823 $6.41M 0.26% +9,886 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 34,667 $6.39M +20,844 Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,050 $6.27M +6,629 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,414 $5.88M 0.17% +2,444 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,741 $5.85M 0.71% +18 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 31,202 $5.75M 3.1% -342 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 30,182 $5.56M 0.65% -2,176 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,934 $5.33M 0.01% -4,242 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 28,013 $5.16M 0.3% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 27,860 $5.13M 5.13% +936 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27,811 $5.12M 4.63% -685 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 27,730 $5.11M 11.63% -7,500 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 27,195 $5.01M 0.1% +19 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 26,992 $4.97M 0.46% -3,479 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,576 $4.9M 0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 26,544 $4.89M 0.01% +2,367 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 24,781 $4.56M 1.02% +43 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,512 $4.5M 0.01% +10,582 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 24,383 $4.49M 3.73% +639 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 22,986 $4.23M 0.13% +86 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 22,065 $4.06M 0.41% +317 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,999 $4.06M 0.04% +2,117 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 21,583 $3.98M 0.02% +12 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,068 $3.88M 0.01% +1,378 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,236 $3.73M 1.8% +4,408 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,206 $3.72M 0.01% -1,689 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 19,661 $3.62M 0.01% -16 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 19,582 $3.61M 0.49% -1,148 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 19,463 $3.58M 0.02% +1,812 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 19,311 $3.56M 0.26% +4 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 19,167 $3.53M 3.2% +3,915 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 19,000 $3.5M 0.17% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,668 $3.46M 0.02% +641 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,928 $3.3M 0.7% +15 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,919 $3.3M 0.18% -359 13F-HR/A Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 17,106 $3.15M 3.02% -3,265 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,740 $3.08M 0.04% +1,769 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 16,155 $2.98M 1.93% +716 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 15,598 $2.87M 1.21% +10,221 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,392 $2.83M 0.04% -820 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,180 $2.8M 0.15% -664 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,451 $2.66M 0.07% +13,417 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,559 $2.5M 0.04% -5,047 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,479 $2.48M <0.01% -729 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,434 $2.47M 0.05% -3,560 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 12,941 $2.38M 0.97% +1,188 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 12,387 $2.28M 0.95% +123 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,263 $2.26M 0.16% -270 13F-HR Timeline Group Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 12,235 $2.25M 1.57% -6,921 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,214 $2.25M 0.02% 0 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 11,995 $2.21M 2.22% -104 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,942 $2.2M 0.01% +5,757 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,846 $2.18M 0.83% +4,659 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 11,765 $2.17M 1.85% +204 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,551 $2.13M 0.03% -1,487 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 11,511 $2.12M 0.15% -12,935 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 11,003 $2.03M 1.03% +1,064 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,974 $2M <0.01% +2,475 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 10,573 $1.95M +949 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,483 $1.93M 0.05% +148 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 10,404 $1.92M 0.87% +4 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,257 $1.89M +1,515 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,216 $1.88M 0.02% -221 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,005 $1.84M 2.09% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,633 $1.77M 0.04% +86 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,369 $1.73M <0.01% -136 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,317 $1.72M 0.02% +2 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,252 $1.7M 0.24% +28 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,220 $1.7M 0.27% -867 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 9,156 $1.69M 0.97% +3,857 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 9,135 $1.68M 0.96% -906 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,901 $1.64M 0.06% -38 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,817 $1.62M 0.69% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,186 $1.51M 0.02% +2,470 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,793 $1.44M 0.29% 0 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,739 $1.43M 0.02% +486 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,794 $1.42M 0.13% +1,655 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,553 $1.39M 0.01% -901 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,498 $1.38M 0.35% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,124 $1.31M 0.05% -51 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,942 $1.28M 0.01% +961 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,836 $1.26M 0.06% +271 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,755 $1.24M <0.01% -1,131 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,590 $1.21M 0.04% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,535 $1.2M 0.01% new 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,457 $1.19M 0.28% +698 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 6,441 $1.19M 0.03% +25 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,304 $1.16M 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,270 $1.15M <0.01% +143 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,214 $1.14M 0.22% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,120 $1.13M 0.34% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,117 $1.13M 0.11% 0 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 6,334 $1.11M 0.72% -698 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,998 $1.1M <0.01% 0 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 5,949 $1.1M 0.13% 0 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 5,826 $1.07M 0.62% -57,269 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,815 $1.07M 0.65% +77 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 5,781 $1.06M 0.73% -73 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,624 $1.04M 0.08% +146 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,346 $985K 0.08% +9 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,333 $982K 0.03% +209 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,316 $979K 0.17% +25 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,268 $970K 0.19% +93 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,010 $923K 0.25% -304 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,999 $921K 0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,996 $920K <0.01% -206 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,910 $904K 0.05% +90 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,896 $902K 0.64% +22 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,812 $886K 0.01% -15 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,788 $882K 0.01% 0 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,774 $879K <0.01% new 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,809 $852K 0.05% -330 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,513 $831K 0.03% +543 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,501 $829K 0.23% +526 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,398 $810K 0.16% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,694 $809K 0.04% -221 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,337 $799K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,269 $786K 0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,247 $782K 0.07% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,203 $774K <0.01% -160 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,106 $756K 0.02% -8,202 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,075 $751K <0.01% -830 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,047 $747K 0.02% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,013 $739K 0.03% +564 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 4,002 $737K 0.3% -55 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 3,906 $719K 0.68% -65,166 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,897 $719K 0.22% 0 13F-HR Timeline CIBC WORLD MARKET INC. 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