LPL Financial LLC More: the full row for LPL Financial LLC 6,042,784 $101M 0.03% +2,399,580 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,691,532 $61.9M 0.73% +937,996 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,662,171 $61.4M 0.02% +426,673 13F-HR Timeline Group 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 2,737,739 $45.9M 0.01% +285,539 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,575,858 $43.2M 0.16% +373,719 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,445,053 $41M 0.01% +1,286,689 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,888,575 $31.7M 1.97% +319,233 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,550,190 $26M 1.84% +15,647 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,540,500 $25.8M 0.07% +186,354 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,448,425 $24.3M 0.06% +1,008,233 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,334,575 $22.4M 0.01% +1,039,105 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,213,403 $20.3M 6.2% +461,232 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,143,775 $19.2M 5.12% +5,855 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,055,054 $17.7M 0.02% +454,032 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,050,546 $17.6M 0.02% +423,827 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 992,962 $16.7M 0.03% +290,853 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 920,327 $15.4M 0.18% -41,173 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 905,626 $15.2M 0.16% +892,982 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 872,126 $14.8M 0.03% -305,332 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 785,931 $13.2M 0.74% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 767,260 $12.9M 0.88% -3,648 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 744,598 $12.5M 0.22% +738,466 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 728,925 $12.2M 0.01% +103,181 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 603,202 $10.1M 0.21% -14,812 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 593,138 $9.95M 1.57% +48,166 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 585,179 $9.81M 1.34% +28,051 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 579,294 $9.71M 0.01% -18,690 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 574,253 $9.63M 0.01% +16,932 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 556,185 $9.33M 0.26% +20,340 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 544,987 $9.14M +64,712 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 521,468 $8.74M 0.01% +174,557 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 488,668 $8.19M 0.26% +35,425 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 477,330 $8M 2.82% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 413,413 $6.93M 0.04% +398,695 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 402,722 $6.75M 0.11% -11,082 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 351,361 $5.89M 3.22% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 338,985 $5.68M 0.2% +14,789 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 325,997 $5.47M 0.06% +323,107 13F-HR Timeline Group LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 321,391 $5.39M 2.8% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 318,967 $5.35M 0.17% +1,426 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 291,069 $4.88M 0.01% +221,232 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 289,648 $4.86M 0.07% +88,734 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 287,768 $4.83M 2.11% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 282,272 $4.73M 0.54% -117,135 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 272,621 $4.64M 0.04% +110,966 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 266,264 $4.47M 0.95% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 241,558 $4.05M 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 233,266 $3.91M 0.08% +2,639 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 210,753 $3.91M 0.11% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 223,634 $3.75M 0.04% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 217,385 $3.65M 0.39% +94,045 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 200,180 $3.36M 1.24% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 197,472 $3.31M 0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 197,248 $3.31M 0.07% +117,704 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 166,897 $2.8M <0.01% +51,454 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 161,110 $2.7M 0.08% +15,347 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 158,331 $2.66M 0.09% -267,499 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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Co. 143,381 $2.36M 0.31% +18,892 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 133,421 $2.24M 0.17% +74,089 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 130,352 $2.19M 0.46% -600,974 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 130,150 $2.18M 0.8% +25,567 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 121,366 $2.04M 0.01% +74,222 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 106,056 $1.78M 0.19% -40,896 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 104,017 $1.74M 0.03% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 101,494 $1.7M <0.01% +63,922 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100,874 $1.69M 0.06% new 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 100,265 $1.68M 1.09% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 97,470 $1.63M 0.39% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 91,549 $1.54M 0.14% +1,878 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 91,236 $1.53M 1.62% +23,109 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 83,949 $1.41M 0.02% +21,142 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 79,823 $1.34M 0.01% -29,786 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 79,497 $1.33M 0.27% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 78,783 $1.32M 0.02% -1,802 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 75,405 $1.26M 0.63% new 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 74,787 $1.25M 1.05% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 74,639 $1.25M 0.13% +9,583 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 72,765 $1.22M 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 70,937 $1.19M 0.03% +24,350 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 70,750 $1.19M 0.02% +11,167 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 70,509 $1.18M 0.23% +1,755 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 69,679 $1.17M 0.46% +451 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 65,000 $1.09M 0.22% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 64,642 $1.08M 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 64,126 $1.08M 0.28% +1,072 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 60,106 $1.01M 0.24% +27,681 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 59,305 $995K 0.07% +27,654 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 58,453 $980K 0.74% +26,261 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 56,765 $952K 0.01% new 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 54,883 $920K 0.91% +1,772 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 54,354 $912K 0.03% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 53,171 $892K 0.58% +27,428 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 48,246 $809K <0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 47,849 $802K 0.01% +4,695 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 46,489 $780K 0.06% +10,031 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 45,088 $756K 0.49% +1,485 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 44,307 $743K 0.26% +8,207 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 39,338 $660K 0.04% -1,335 13F-HR Timeline Group RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 38,330 $643K 0.36% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 38,271 $642K 0.01% new 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 37,740 $633K 0.12% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 37,543 $630K 0.01% +12,297 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 36,283 $608K <0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 35,638 $598K 0.03% +300 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 34,120 $572K <0.01% new 13F-HR/A Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 32,945 $552K 0.49% +2,867 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 32,936 $552K 0.01% new 13F-HR/A Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 32,236 $541K 0.4% +13,905 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,761 $499K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29,579 $477K <0.01% new 13F-HR/A Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 24,763 $415K 0.02% +10,741 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,114 $404K 0.02% -131 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 24,011 $402K <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,646 $397K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,864 $383K <0.01% 0 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 22,851 $383K 0.03% -4,685 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,126 $371K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,623 $363K <0.01% -99,946 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,213 $344K 0.02% +13,290 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,351 $308K <0.01% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 16,308 $305K 0.14% +4,413 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,992 $302K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,650 $296K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 17,527 $294K 0.26% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,433 $292K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16,832 $282K <0.01% +14,692 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,445 $276K <0.01% new 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,469 $259K 0.16% +195 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 15,225 $255K 0.15% +1,102 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,129 $254K 0.04% -187 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 15,062 $253K 0.06% new 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 14,600 $245K 0.2% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,424 $242K 0.17% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,984 $235K 0.02% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 13,905 $233K 0.04% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,095 $220K 0.02% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 12,652 $212K <0.01% 0 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 12,339 $207K 0.16% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 11,803 $198K 0.08% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,919 $183K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,639 $178K <0.01% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,259 $172K 0.07% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 9,163 $154K 0.08% +7,995 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,694 $146K 0.02% -2,141 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6,395 $107K 0.03% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6,395 $107K 0.03% -4,079 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,977 $100K 0.01% -1,376 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,775 $63.3K 0.02% +1,890 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,600 $60.4K 0.01% +3,450 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,939 $49.3K 0.02% +2,639 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,212 $37.1K 0.01% +1,585 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,790 $30K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,732 $29K 0.02% -1,505 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,720 $28.8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,500 $25.2K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,353 $22.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 933 $15K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 850 $14.3K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 704 $11.8K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 650 $10.9K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 643 $10.8K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 573 $9.61K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 409 $6.86K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 329 $5.51K <0.01% -46 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 277 $4.64K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 257 $4.31K <0.01% -14,274 13F-HR/A Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 176 $3K <0.01% +56 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 157 $2.63K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 119 $2K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 27 $453 <0.01% new 13F-HR Timeline Group