Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 48,086,592 $939M 3.35% -5,485,644 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,448,624 $145M 0.03% -402,035 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,931,128 $116M 0.02% -982,991 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,778,792 $113M 0.01% -179,273 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,023,401 $78.6M 0.01% +329,268 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,816,240 $74.5M <0.01% -300,045 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,059,524 $59.7M 0.02% -488,075 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,884,828 $56.3M 0.11% +461,147 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 2,683,625 $52.4M 27.95% +1,983,880 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,383,193 $46.5M 0.18% -230,598 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,356,940 $46M 3.06% +30,735 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,858,451 $36.3M 0.01% +142,625 13F-HR Timeline Group TLWM More: the full row for TLWM 1,734,607 $33.9M 5.51% +31,871 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,662,989 $32.5M 0.04% -171,909 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,632,465 $31.9M +287,299 Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,611,771 $31.5M 0.6% +109,178 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,499,770 $29.3M 1.25% -1,423,084 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,446,072 $28.2M 0.28% -85,662 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,431,523 $28M 1.71% +72,678 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,427,994 $27.9M <0.01% -1,227,686 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 1,326,191 $25.9M 6.26% +12,299 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,324,380 $25.9M 0.01% -51,322 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,313,287 $25.6M 1.61% -46,002 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,172,878 $22.9M 1.8% +120,903 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,115,959 $21.8M 0.03% +208,357 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,028,763 $20.1M <0.01% -1,093,934 13F-HR Timeline Group KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 985,723 $19.2M 3.24% -36,420 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 943,686 $18.4M 0.02% +227,574 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 862,443 $16.8M 0.03% -14,970 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 807,564 $15.8M 0.1% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 776,783 $15.2M 0.65% +5,040 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 766,729 $15M 7.17% +7,551 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 746,432 $14.6M 0.23% -294,400 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 692,406 $13.5M 0.02% -14,902 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 651,173 $12.7M 0.01% -42,308 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 644,800 $12.6M 0.04% -34,716 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 606,633 $11.8M 0.66% -12,399 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 596,792 $11.7M <0.01% +98,600 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 580,421 $11.3M -878,153 Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 570,339 $11.1M 3.34% -42,518 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 531,249 $10.4M 1.09% +10,120 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 529,635 $10.3M 1.86% -3,165 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 513,432 $10M 0.01% -99,486 13F-HR Timeline Group Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 503,498 $9.84M 1.24% -81,095 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 501,253 $9.79M 2.29% +18,598 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 493,966 $9.64M 0.01% +76,471 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 492,437 $9.62M 2.6% +46,027 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 488,624 $9.54M 0.74% +19,781 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 488,002 $9.53M 1.74% +13,464 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 487,530 $9.52M 0.04% -116,002 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 476,260 $9.3M 1.57% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 473,694 $9.25M -50,153 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 457,462 $8.93M 0.02% -115,355 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 442,965 $8.65M 0.14% +21,313 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 432,397 $8.44M 3.48% +1,221 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 426,163 $8.32M 0.08% +146,256 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 422,412 $8.25M 0.01% -1,460 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 412,391 $8.05M 0.04% +135,405 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 405,598 $7.92M 0.46% -615,915 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 405,377 $7.91M 0.04% -12,198 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 403,209 $7.87M 0.23% +27,675 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 399,441 $7.8M 0.8% +14,238 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 391,001 $7.63M 0.09% +106,194 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 384,369 $7.5M 0.01% +149,461 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 382,119 $7.46M 7.25% +19,830 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 363,171 $7.09M 1.64% +3,657 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 356,227 $6.96M 1.09% +18,684 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 356,219 $6.96M 0.65% +7,809 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 322,367 $6.29M 0.76% +12,986 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 320,002 $6.25M 0.74% +17,433 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 317,739 $6.2M 3.29% -12,787 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 307,321 $6M 1.69% -12,552 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 304,444 $5.94M 2.2% +14,737 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 303,898 $5.93M 1.95% -4,801 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 302,300 $5.9M 4.3% +12,414 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 289,316 $5.65M 0.22% +12,543 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 283,101 $5.53M 1.19% +504 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 267,436 $5.22M 1.16% -796,432 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 262,298 $5.12M 0.1% -4,636 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 250,802 $4.9M 0.02% +17,300 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 249,974 $4.88M 0.02% -2,953 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 249,634 $4.87M 3.49% +2,615 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 245,616 $4.79M +99,388 Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 244,151 $4.77M 0.09% -8,517 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 242,409 $4.73M 0.02% -7,954 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 239,834 $4.68M 0.85% -115,074 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 238,141 $4.65M 2.68% +4,970 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 222,355 $4.34M 0.5% -14,806 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 211,954 $4.14M 0.49% -22,048 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 208,575 $4.07M 3.61% -42,870 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 204,144 $3.99M 0.25% +3,342 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 200,257 $3.91M 1.26% +5,351 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 200,070 $3.91M 0.22% -1,183 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 198,836 $3.88M 0.34% -1,515 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 189,873 $3.71M 0.05% +5,675 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 186,119 $3.63M 2.09% +18,918 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 183,258 $3.58M 0.95% -14,428 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 181,138 $3.54M 2.86% +2,130 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 175,391 $3.42M 0.05% +204 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 173,869 $3.39M 0.07% +132,835 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 170,857 $3.34M 0.07% -18,170 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 166,080 $3.24M 0.17% -6,769 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 165,225 $3.23M 0.1% +1,442 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 165,212 $3.23M 0.06% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 162,258 $3.17M 0.01% -11,169 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 160,025 $3.12M 0.02% -1,281 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 158,956 $3.1M 0.72% +1,102 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 158,238 $3.09M 0.48% -205,914 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 155,388 $3.03M 0.03% -25,231 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 154,429 $3.02M 0.49% -22,984 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 152,044 $2.97M 0.29% -2,795 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 150,867 $2.95M 0.41% -25,940 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 149,369 $2.92M 0.02% -5,709 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 144,821 $2.83M 0.56% -11,973 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 143,902 $2.81M 0.03% +58,493 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 141,649 $2.77M 0.03% -48,437 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 141,070 $2.75M 0.53% -3,169 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 139,024 $2.71M 1.24% +695 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 134,690 $2.63M 0.89% -169 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 128,640 $2.51M 0.05% -6,466 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 127,702 $2.5M <0.01% -13,977 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 124,276 $2.43M 0.07% -7,561 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 123,752 $2.42M 0.14% -13,607 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 120,635 $2.36M 0.2% -3,636 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 120,590 $2.35M 0.17% -11,885 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 119,793 $2.34M 1.47% -525 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 117,101 $2.29M 1.85% +8,898 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 109,302 $2.13M 1.43% -3,008 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 108,965 $2.13M 0.04% +20,827 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 107,676 $2.1M 0.02% +2,930 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 105,653 $2.06M 0.51% +3,767 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 101,899 $1.99M 1.19% +944 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 101,219 $1.98M 1.1% -308 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 100,748 $1.97M 0.43% +1,001 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 98,854 $1.93M 0.01% +1,746 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 97,252 $1.9M 1.39% -183 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 95,805 $1.87M 0.17% -26,430 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 95,485 $1.86M <0.01% -14,133 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 93,822 $1.83M 0.01% -7,737 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 93,145 $1.82M <0.01% +8,370 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 93,049 $1.82M 0.44% +205 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 91,733 $1.79M <0.01% +1,053 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 91,470 $1.79M 0.02% -21,879 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 91,049 $1.78M 0.05% -12,975 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 89,807 $1.76M 0.17% -3,016 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 82,109 $1.6M 0.05% -6,268 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80,703 $1.58M 0.01% -23,642 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 80,634 $1.57M 0.23% -3,752 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 80,370 $1.57M 0.32% -9,395 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 78,626 $1.54M 0.03% -33,094 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 78,481 $1.53M 0.72% -68,555 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 78,421 $1.53M 0.38% +6,786 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 75,759 $1.48M 0.42% +6,639 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 72,686 $1.42M 1.04% -2,577 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 72,022 $1.41M 1.13% +14,358 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 71,513 $1.4M 0.61% +475 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 70,081 $1.37M 0.05% -10,436 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 68,265 $1.33M 0.12% -1,030 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 68,162 $1.33M 0.69% +40 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 65,993 $1.29M 0.75% -15,200 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 60,890 $1.19M 0.51% +505 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 60,258 $1.18M 0.13% -7,824 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 59,850 $1.17M 0.13% +5,965 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59,062 $1.15M 0.02% -1,393 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 58,886 $1.15M 0.41% -2,255 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 58,252 $1.14M <0.01% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 56,506 $1.1M 0.06% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 56,349 $1.1M 0.04% +560 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 55,763 $1.09M <0.01% -35,609 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 54,688 $1.07M 0.33% -2,871 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 54,243 $1.06M 0.11% -6,309 13F-HR/A Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 53,927 $1.05M 0.18% -575 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 53,439 $1.04M 0.01% +495 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 52,586 $1.03M 0.13% +1,950 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 51,763 $1.01M 0.02% +50,730 13F-HR Timeline Kovack Advisors, Inc. 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