RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,044,382 $36.8M 0.01% +63,639 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,486,340 $31.8M <0.01% +68,114 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,692,439 $24.5M 0.01% +143,221 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,384,703 $21.7M <0.01% +71,953 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,063,018 $18.8M 0.14% -30,305 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,811,236 $16.5M <0.01% +176,457 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,111,928 $10.1M 0.01% +8,157 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 915,733 $8.22M 1.68% +225,076 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 835,132 $7.61M <0.01% -3,513 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 732,964 $6.68M 0.11% -312,097 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 641,069 $5.84M 0.01% +288,315 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 637,268 $5.81M <0.01% -30,131 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 612,985 $5.58M 0.01% +10,248 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/ 589,919 $5.37M <0.01% -43,033 13F-HR/A Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 496,668 $4.52M 1.66% +15,704 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 437,249 $3.93M 0.01% +48,603 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 421,010 $3.82M 0.01% +19,366 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 381,684 $3.48M 0.01% -56,190 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 368,492 $3.36M 1.15% -259,437 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 328,646 $2.99M 0.11% +11,956 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 297,983 $2.71M <0.01% +4,278 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 276,371 $2.52M 0.01% +1,667 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 267,077 $2.43M <0.01% +1,987 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 227,808 $2.08M <0.01% +25,408 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 176,446 $1.61M <0.01% +13,293 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 156,249 $1.42M <0.01% +80,224 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 148,654 $1.35M 0.26% -12,603 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 137,575 $1.25M <0.01% +96,597 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 135,557 $1.23M 0.28% -1,505 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 126,609 $1.15M 0.03% -1,006 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 124,563 $1.13M 1.27% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 120,142 $1.09M <0.01% -4,143 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 119,062 $1.08M 0.07% +1,271 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 113,704 $1.04M 0.24% +89 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 109,280 $996K 0.01% -1,519 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 107,102 $984K <0.01% +2,574 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 104,517 $952K <0.01% +65,496 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 99,890 $910K 0.01% +9,733 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 98,484 $897K 0.24% +1,278 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 97,455 $888K <0.01% +2,940 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 94,417 $858K 0.46% +816 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,708 $781K <0.01% +41,014 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 84,515 $770K <0.01% +38,791 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 84,482 $770K <0.01% -900 13F-HR/A Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 79,426 $724K 0.47% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 79,426 $724K 2.66% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 77,679 $708K 0.22% -143 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 75,887 $691K -7,364 Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 74,426 $678K 0.09% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 66,980 $610K 0.23% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 64,801 $590K 0.01% +1,633 13F-HR Timeline Stolper Co More: the full row for Stolper Co 63,734 $581K 0.18% +63 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 59,523 $542K <0.01% +29,203 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 57,905 $528K 0.22% 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 57,000 $519K 0.22% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 56,869 $518K 0.15% +6,500 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 55,089 $502K 0.03% -511 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 55,085 $502K 0.02% -3,373 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 54,859 $500K <0.01% +3,125 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 52,057 $474K <0.01% +3,270 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 50,096 $456K 0.01% -11,116 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 50,042 $456K 0.15% +729 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 49,635 $452K 0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,229 $448K <0.01% -8,705 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 48,358 $441K <0.01% +1,851 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 48,281 $440K 0.01% +12,567 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 47,879 $436K 0.29% +1,800 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 47,228 $430K 0.06% -1,783 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 46,762 $426K <0.01% -1,627 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 45,696 $416K <0.01% +4,777 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45,607 $415K <0.01% +331 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 45,237 $412K 0.13% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 45,000 $410K <0.01% -4,454 13F-HR/A Timeline Group Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 44,289 $403K 0.15% +115 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 44,084 $402K 0.04% +1,199 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 43,875 $400K 0.1% +731 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 42,853 $390K 0.26% -678 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 41,094 $372K 0.15% +849 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 41,862 $360K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39,766 $355K 0.03% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 36,830 $336K 0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 36,566 $333K <0.01% +2,809 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,946 $327K <0.01% +21 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 35,092 $320K 0.04% +52 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,035 $310K <0.01% -58 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 33,474 $305K <0.01% +854 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 33,008 $301K <0.01% -1,138 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 32,984 $300K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 32,270 $294K 0.02% -2,239 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 29,639 $270K 0.02% +8,720 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 29,266 $267K 0.19% +146 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 28,305 $258K 0.14% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 27,990 $255K <0.01% +7,506 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,978 $255K <0.01% +408 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 27,808 $253K 0.13% -2,017 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 27,161 $247K 0.12% +2,200 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,773 $244K <0.01% -9,041 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 26,446 $241K 0.09% +291 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 26,008 $237K 0.01% +8,181 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 25,129 $229K 0.02% +7,257 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 25,125 $229K 0.03% +511 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 24,762 $226K 0.03% -2,516 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 23,756 $216K 0.1% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 23,663 $216K 0.11% -4,000 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 23,439 $214K 0.09% +477 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 22,773 $207K 0.13% +6 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,561 $206K <0.01% +460 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 22,192 $204K 0.02% +281 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 22,000 $200K <0.01% new 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 22,000 $200K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 21,910 $200K <0.01% -442 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 21,513 $196K 0.06% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 21,139 $193K 0.05% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 20,853 $190K 0.01% 0 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 20,413 $186K 0.08% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 19,004 $173K 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 $173K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,874 $172K <0.01% +263 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 18,811 $171K 0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,068 $165K <0.01% -20,885 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,973 $164K 0.06% 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. 17,691 $161K <0.01% -451 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 17,616 $160K <0.01% -14,170 13F-HR/A Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 17,045 $155K 0.11% -1,619 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,000 $155K 0.01% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 16,925 $154K 0.06% +625 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 16,389 $149K 0.05% +4,179 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,308 $149K <0.01% +5,787 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 16,250 $148K 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 16,100 $147K 0.02% +3,598 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,076 $146K <0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,978 $146K <0.01% 0 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 15,903 $145K 0.03% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,490 $141K <0.01% new 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 15,383 $140K 0.04% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 15,090 $137K 0.07% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,819 $135K 0.01% +298 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 14,803 $135K <0.01% -141 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 14,696 $134K 0.03% -2,250 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,178 $129K <0.01% new 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 14,005 $128K 0.06% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,000 $128K <0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,846 $126K <0.01% 0 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 13,831 $126K 0.04% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,628 $124K <0.01% +90 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,490 $123K 0.02% +71 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,458 $123K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,372 $122K <0.01% +273 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,170 $120K 0.01% +1,697 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,044 $119K <0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 12,236 $111K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,089 $110K 0.01% +206 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,081 $110K 0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 11,999 $109K 0.03% +68 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,804 $108K <0.01% +36 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,767 $107K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,701 $107K <0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,600 $106K <0.01% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 11,092 $101K 0.03% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,000 $100K <0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 10,861 $98.9K <0.01% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 10,525 $95.9K 0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,369 $94.5K 0.01% -570 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,330 $94.1K <0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,301 $93.5K <0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,131 $92.3K <0.01% -22,632 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,740 $79.6K 0.01% -13,394 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,433 $68K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,415 $67.6K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,266 $66.2K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,220 $56.7K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,983 $54.5K <0.01% -1,014 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,243 $47.8K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,607 $32.9K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,500 $31.9K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,400 $31K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,200 $29.2K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,847 $25.9K 0.02% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,327 $21K <0.01% +48 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,200 $19.9K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. 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