BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 18,429,346 $539M 0.03% +230,685 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,511,388 $132M 0.03% -410,342 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 3,985,540 $117M +500,171 Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,958,015 $116M 1.53% +152,423 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,813,836 $112M 0.01% +43,509 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 2,587,512 $75.7M 7.24% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,381,391 $69.6M 0.01% +80,698 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,613,122 $47.2M 0.01% +312,783 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,418,817 $41.5M 0.01% -17,405 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,320,130 $38.6M 0.05% +32,186 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,244,430 $36.4M 1.98% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 843,238 $24.2M 0.01% -49,907 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 798,375 $23.3M 0.41% +4,081 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 785,316 $23M 0.01% +53,623 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 754,038 $21.8M 0.24% +753,206 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 708,131 $20.7M 0.39% +19,295 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 690,639 $20.2M 2.02% +21,463 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 602,114 $17.6M 1.43% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 595,883 $17.4M -116,897 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 595,100 $17.4M 0.84% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 575,402 $16.8M 0.02% +29,220 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 528,773 $15.5M 0.01% +47,924 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 522,571 $15.3M 0.1% +18,094 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 501,795 $14.7M 0.05% -49,480 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 487,919 $14.3M 0.16% +15,089 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 450,854 $13.2M 6.79% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 445,242 $13M 0.01% +50,859 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 433,256 $12.7M 0.02% -117 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 430,421 $12.5M 0 Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 413,670 $12.1M 7.53% -20,078 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 406,096 $11.9M 0.05% -24,150 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 382,792 $11.2M 0.01% +11,196 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 367,392 $10.7M 0.25% +55,335 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 361,550 $10.6M 4.03% +940 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 357,570 $10.5M 0.05% -429,456 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 350,544 $10.2M 0.02% +126,235 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 337,721 $9.87M 0.02% +28,451 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 330,056 $9.65M 2.42% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 325,749 $9.53M 1.04% +20,476 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 321,348 $9.33M 0.02% -3,548 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 315,945 $9.24M 0.18% +18,328 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 313,910 $9.18M 1.1% -179,830 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 310,481 $8.98M 1.27% -86,673 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 299,399 $8.75M 3.15% +18,637 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 293,253 $8.57M 0.02% +49,904 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 277,135 $8.1M 2.54% +3,499 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 277,120 $8.1M -89,348 Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 275,949 $8.07M 6.41% -7,848 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 274,973 $8.04M 3.1% new 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 262,743 $7.68M 5.85% +17,846 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 236,455 $6.91M 1.42% +371 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 235,463 $6.88M 0.36% +1,909 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 233,570 $6.83M 0.2% 0 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 229,947 $6.72M 0.31% +21,727 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 225,486 $6.59M 0.06% +2,238 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 221,236 $6.47M 0.01% +148,393 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 211,316 $6.18M 1.28% +10,703 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 207,774 $6.08M 1.27% +4,529 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 205,389 $6.01M 0.03% +7,408 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 190,527 $5.57M 0.03% +12,744 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 189,347 $5.54M 1.51% -5,317 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 185,662 $5.43M 0.56% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 173,851 $5.09M <0.01% -13,752 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 172,838 $5.05M 2.61% +10,425 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 169,009 $4.94M 1.49% +88,963 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 162,041 $4.74M <0.01% +36,287 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 161,698 $4.73M 0.06% +64,841 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 160,653 $4.7M 1.25% -588 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 160,524 $4.69M +9,200 Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 159,029 $4.65M 0.31% +3,574 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 152,020 $4.45M 0.05% +6,420 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 151,173 $4.42M 0.17% +1,827 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 148,933 $4.35M <0.01% -31,895 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 148,746 $4.35M <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 147,391 $4.31M 0.31% +3,477 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 141,453 $4.14M 0.05% -668 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 139,119 $4.07M 0.8% +3,081 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 138,900 $4.06M 0.02% +94,488 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 134,066 $3.92M <0.01% +10,909 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 133,298 $3.9M 1.51% +7,358 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 127,212 $3.72M 1.12% +15,503 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 125,517 $3.67M 0.21% -1 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 123,913 $3.62M 0.58% +4,696 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 123,400 $3.61M 2.17% +3,978 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 122,499 $3.58M 0.43% +56,906 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 115,696 $3.38M <0.01% -292 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 115,605 $3.38M 0.76% -2,290 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 113,980 $3.33M 0.99% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 113,500 $3.32M 0.08% +22,723 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 113,754 $3.31M 1.67% +230 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 110,513 $3.23M <0.01% -1,344 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 110,069 $3.22M 0.67% -24,626 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 108,595 $3.18M 0.01% +4,907 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 106,525 $3.11M <0.01% -68,744 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 96,771 $2.83M <0.01% -14,958 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 95,292 $2.79M 0.06% -14,311 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 94,878 $2.77M +9,755 Timeline SFAM, LLC More: the full row for SFAM, LLC 94,346 $2.76M 2.25% +5,335 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 94,318 $2.76M 0.02% -5,425 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 93,974 $2.75M 1.78% new 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 92,266 $2.7M 2.16% +3,552 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 87,500 $2.56M 0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 86,506 $2.53M 0.03% +4,312 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 84,844 $2.48M 0.1% +1,402 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 83,546 $2.44M 0.11% +16,545 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 83,515 $2.44M 0.08% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 82,978 $2.43M 0.01% +5,658 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 81,979 $2.4M 0.05% -1,514 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 79,915 $2.34M 0.24% +4,825 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 79,644 $2.33M 1.42% -376 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 78,910 $2.31M 0.23% -11,960 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 77,134 $2.25M 2.59% +72,537 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 76,249 $2.23M 0.03% -32,173 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 74,681 $2.18M 0.01% -7,106 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 73,568 $2.15M 1.18% +1,285 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 72,820 $2.13M 0.97% -13,087 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 72,151 $2.11M 1.85% -2,277 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 71,458 $2.09M 0.04% +2,656 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 71,688 $2.06M 0.03% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 69,320 $2.03M 0.01% -67,521 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 63,246 $1.85M 0.07% +946 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 62,675 $1.83M 0.01% +4,786 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 60,545 $1.77M 0.08% +1,113 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,805 $1.76M 0.19% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 58,809 $1.72M 2.68% +3,938 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 56,506 $1.65M 0.04% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 55,931 $1.64M 0.59% +3,064 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 54,560 $1.6M 0.99% +480 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 54,366 $1.59M 0.72% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 54,230 $1.59M 0.02% +174 13F-HR Timeline Group Triton Financial Group Inc More: the full row for Triton Financial Group Inc 54,065 $1.58M 0.91% -60,913 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 53,660 $1.57M 0.8% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 50,065 $1.46M 0.04% -302 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 50,000 $1.46M 0.15% 0 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 46,363 $1.36M 0.28% +391 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 45,885 $1.34M 0.5% +823 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 45,311 $1.32M <0.01% -204,688 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 44,057 $1.29M 0.3% -8,555 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 43,841 $1.28M 0.02% +753 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 43,430 $1.27M 0.95% +1,867 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 43,052 $1.26M 0.08% -155,520 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 42,419 $1.24M 0.01% +881 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 42,306 $1.24M 0.03% -11,269 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 41,057 $1.2M <0.01% +784 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 41,049 $1.2M 0.58% +465 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 36,999 $1.08M 0.45% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 35,706 $1.04M 0.27% -1,297 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 34,911 $1.02M 0.08% -875 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 34,099 $997K 0.1% +2,484 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 33,900 $991K 0.06% new 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 33,273 $973K 0.59% -1,499 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31,176 $912K 0.02% +3,335 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,699 $898K <0.01% +162 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30,411 $889K 0.02% -381 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 29,877 $874K 0.34% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 29,450 $861K 0.51% -900 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 28,552 $835K 0.01% +6,646 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 28,271 $827K 0.27% +461 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,135 $823K <0.01% -15,359 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,120 $822K 0.01% -8,069 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 26,950 $788K <0.01% +16,468 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 24,770 $724K 0.24% +1,976 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,639 $691K 0.01% -22,313 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 22,963 $671K 0.04% +4,170 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 22,611 $661K 0.13% +116 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 22,502 $658K 0.06% +2,436 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 22,150 $648K 0.01% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 21,369 $625K 0.34% +6,653 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 21,266 $622K 0.27% +103 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 20,562 $601K 0.54% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 19,276 $564K 0.22% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 19,178 $561K 0.01% -8,010 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 19,058 $557K 0.1% -1,523 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,049 $557K 0.04% 0 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,942 $554K 0.01% -15,845 13F-HR Timeline Group McAlister, Sweet & Associates, Inc. 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