RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,470,795 $42.8M 0.01% +320,361 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,384,379 $32.4M <0.01% +8,610 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,373,919 $22.7M 0.15% +41,763 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,331,668 $22.3M <0.01% +463,768 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,312,905 $22.1M <0.01% -193,602 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,907,801 $18.3M <0.01% +156,845 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,111,630 $10.6M 0.01% -36,263 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 848,328 $8.2M 1.27% +10,670 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 801,250 $7.67M <0.01% -72,311 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 686,013 $6.57M -88,091 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 618,636 $5.92M 0.01% -12,362 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 599,840 $5.74M 1.81% +41,763 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 560,315 $5.36M <0.01% -12,604 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 547,128 $5.24M 0.01% +36,837 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 428,587 $4.1M 0.02% +24,768 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 346,195 $3.31M <0.01% -77,930 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 276,049 $2.64M <0.01% -169 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 249,494 $2.39M <0.01% -9,173 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 249,142 $2.38M <0.01% +15,308 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 238,938 $2.29M 0.72% +28,403 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 218,001 $2.09M 0.06% -32,776 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 185,675 $1.78M <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 156,674 $1.5M <0.01% -10,745 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 146,047 $1.4M 0.09% +1,536 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 130,565 $1.25M <0.01% -756 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 129,042 $1.23M 0.23% -539 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 127,409 $1.22M 0.01% -1,607 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 126,772 $1.21M <0.01% -4,298 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 120,542 $1.15M <0.01% +1,198 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 120,382 $1.15M 0.02% -175,499 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 114,750 $1.1M 0.02% +46 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 111,618 $1.07M 0.04% -1,216 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 106,017 $1.01M 0.24% -7,342 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 100,246 $959K <0.01% +44 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 98,621 $944K <0.01% +15,175 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 97,410 $931K 0.46% +849 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 97,206 $930K 0.21% 0 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 95,395 $913K 0.84% +2,911 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 94,969 $909K 0.25% +9,116 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 93,359 $893K 0.01% -51,142 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 91,461 $875K <0.01% -24,720 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 86,342 $825K 0.01% -234 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 84,025 $804K 0.04% +11,045 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 81,270 $778K <0.01% +310 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 73,076 $707K <0.01% +1,000 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 69,730 $667K <0.01% +18,236 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 69,348 $664K <0.01% +4,623 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 69,309 $663K 0.01% +810 13F-HR Timeline Group Stolper Co More: the full row for Stolper Co 68,503 $656K 0.17% +3,841 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 66,580 $637K 0.21% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 65,000 $622K <0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 63,434 $607K 0.02% +39,231 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 60,741 $581K <0.01% +116 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 57,316 $549K 0.01% +27,212 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 57,000 $545K 0.19% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 56,388 $540K <0.01% +6,669 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 56,009 $536K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 54,698 $523K 0.01% +362 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 52,720 $505K 0.16% +760 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,251 $490K <0.01% +11,017 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 49,878 $477K 0.04% +13,027 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 49,635 $475K 0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 48,917 $469K <0.01% +13,108 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 48,170 $461K 0.02% -11,587 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 47,362 $453K 0.25% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 46,537 $445K 0.09% +755 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 46,391 $444K <0.01% +498 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 45,995 $440K 0.01% +35,864 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 45,862 $439K 0.03% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,805 $438K <0.01% -9,935 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 45,237 $433K 0.08% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 45,079 $431K 0.03% +29 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 43,366 $415K <0.01% -19,170 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 42,643 $408K <0.01% -1,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,098 $403K <0.01% +6,741 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 41,793 $400K 0.18% -1,090 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,716 $390K <0.01% -27,036 13F-HR/A Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 43,738 $377K 0.12% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 37,691 $361K <0.01% +20,000 13F-HR Timeline Group 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 37,669 $360K 0.04% +2,305 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 36,566 $350K <0.01% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 36,246 $347K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 36,000 $345K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,961 $335K <0.01% +4,883 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 34,875 $334K <0.01% +1,867 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 34,619 $331K 0.02% +8,120 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 34,583 $331K 0.2% +8,084 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 34,553 $331K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 34,343 $329K 0.02% -2,240 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 34,327 $329K 0.03% -6,761 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,952 $325K <0.01% +7 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 33,737 $323K 0.03% +472 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 33,382 $321K +15,830 Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 32,984 $316K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 31,632 $303K <0.01% +15,633 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 31,361 $300K <0.01% -4,844 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 31,337 $300K 0.01% +4,657 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 30,936 $296K 0.12% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 29,438 $282K <0.01% -313 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 29,052 $278K <0.01% +22,399 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 28,305 $271K 0.12% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 27,956 $268K 0.01% +9,362 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 27,798 $266K 0.18% +336 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 27,406 $262K <0.01% 0 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 27,100 $259K 0.21% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 26,986 $258K 0.03% +527 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 26,749 $256K 0.08% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 26,374 $252K 0.02% -5,883 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,302 $252K <0.01% +7,629 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 25,006 $239K 0.07% +489 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 24,367 $233K 0.05% -4,530 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 24,263 $232K 0.1% -600 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,232 $232K <0.01% -1,069 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 24,216 $232K 0.03% +290 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 23,698 $227K 0.09% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $224K 0.05% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 22,796 $218K 0.12% +6 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 22,000 $212K 0.01% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 22,068 $211K 0.14% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 21,527 $206K 0.03% +2,954 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 21,513 $206K 0.06% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 21,139 $202K 0.08% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20,875 $200K <0.01% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 20,663 $198K 0.13% +611 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,648 $198K <0.01% -14,228 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 20,000 $191K 0.03% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,105 $183K <0.01% -1,623 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 19,004 $182K 0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,946 $181K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 18,811 $180K <0.01% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 18,140 $174K 0.02% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,111 $173K <0.01% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 17,710 $169K 0.05% -500 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,635 $169K <0.01% +83 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,600 $168K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,386 $166K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,332 $166K <0.01% -1,745 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,116 $154K <0.01% 0 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 16,065 $154K 0.04% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,978 $153K <0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,910 $152K 0.01% +310 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,286 $146K 0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 15,250 $146K 0.04% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 15,090 $144K 0.06% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 14,696 $141K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,584 $140K <0.01% +3,584 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 14,173 $136K <0.01% new 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 14,074 $135K 0.08% -1,018 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,000 $134K <0.01% 0 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 13,998 $134K 0.05% +187 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 13,997 $134K 0.03% +772 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,898 $133K <0.01% +38 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 13,883 $133K 0.04% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 13,831 $132K 0.04% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,783 $132K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,835 $131K <0.01% -464 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 13,164 $126K 0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 12,236 $117K 0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,235 $117K <0.01% 0 13F-HR/A Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,153 $116K 0.01% +20 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12,076 $116K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,775 $113K <0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,707 $112K 0.01% +193 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,642 $111K <0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,600 $111K <0.01% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 11,361 $109K 0.1% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,300 $108K 0.03% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 10,525 $101K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,393 $99.5K 0.03% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,369 $99.2K 0.01% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,330 $98.9K <0.01% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,238 $98K <0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,236 $98K <0.01% +202 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,088 $96.5K <0.01% +51 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 10,000 $95.7K 0.01% -3,675 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,863 $94.4K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,415 $71K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,266 $69.5K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 7,099 $68.2K 0.03% +42 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,789 $65K <0.01% -2,200 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,365 $60.9K <0.01% new 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,000 $57.4K 0.03% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,256 $50.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,243 $50.2K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,000 $48K 0.01% -19,236 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,304 $41.2K <0.01% 0 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 4,106 $39.3K 0.03% -415 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,064 $38.9K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,910 $37.4K 0.02% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,607 $34.5K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,000 $28.7K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,981 $28.5K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,777 $26.5K <0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,528 $24.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,501 $24K <0.01% +49 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,436 $23.3K 0.02% +49 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,200 $21K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,000 $19.1K <0.01% 0 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,954 $18.7K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,900 $18.2K <0.01% 0 13F-HR Timeline