Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 57,579,520 $1.13B 4.43% +4,982,335 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,641,571 $150M 0.04% +255,833 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,372,407 $144M 0.01% +134,039 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,120,943 $139M 0.03% -309,359 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,073,501 $138M 0.03% -312,113 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/ 5,343,911 $105M 0.01% +131,588 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,639,930 $90.8M 0.03% +123,891 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,475,988 $68M 0.01% +76,389 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,823,812 $55.3M 3.21% +18,386 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,750,105 $53.8M 0.31% +232,860 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,628,656 $51.5M 0.13% +371,844 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,248,915 $44M 0.01% +140,706 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,187,893 $42.8M 3.25% +381,212 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,806,268 $35.4M 0.05% -4,062 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,803,183 $35.3M 3.04% +41,877 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,664,596 $32.6M 0.01% +131,736 13F-HR Timeline Group TLWM More: the full row for TLWM 1,576,845 $30.9M 5.65% -9,151 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,509,875 $29.6M 0.34% +33,892 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,416,991 $27.7M 1.82% +67,660 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,339,483 $26.2M 0.45% +2,432 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,331,110 $26.1M 2.07% +54,118 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,250,880 $24.5M 0.01% +96,783 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 1,249,915 $24.5M 6.14% +807,073 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,189,754 $23.3M 1.58% +20,080 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,146,203 $22.4M +119,487 Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,097,996 $21.5M 2.17% +534,928 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,092,559 $21.4M 1.74% +48,444 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,057,133 $20.7M 6.08% +36,808 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,052,020 $20.6M 0.03% +74,786 13F-HR Timeline Group KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,023,455 $20M 3.83% +10,294 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 918,609 $18M 1.87% +95,244 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 905,985 $17.7M 0.03% new 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 827,442 $16.2M 3.41% +112,677 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 820,720 $16.1M 0.04% +2,240 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 791,794 $15.5M 0.01% -829,978 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 760,571 $14.9M 0.05% -41,353 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 754,394 $14.8M 3.43% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 750,091 $14.7M 7.63% +509,710 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 708,629 $13.9M 0.72% +16,607 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 700,124 $13.7M 0.81% -67,800 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 686,029 $13.4M 0.02% -147,577 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 659,095 $12.9M 0.24% +44,739 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 627,991 $12.3M 0.01% -757,575 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 616,188 $12.1M 0.01% +105,185 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 608,949 $11.9M 7.33% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 592,657 $11.6M 2.32% -4,157 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 554,602 $10.9M 3.54% +48,238 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 544,157 $10.7M +74,133 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 541,465 $10.6M 0.06% +84,355 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 522,705 $10.3M 4.11% -102,901 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510,793 $10M 0.01% +42,204 13F-HR/A Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 492,708 $9.64M 2.6% +9,297 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 461,925 $9.04M 1.6% +82,821 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 453,812 $8.88M 1.87% +21,915 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 452,650 $8.86M 0.75% -19,572 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 450,900 $8.83M 1.5% -32,643 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 431,623 $8.45M 0.01% +15,830 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 419,317 $8.21M 3.93% +19,908 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 406,811 $7.97M 6.16% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 404,477 $7.92M 0.16% +40,671 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 403,688 $7.9M 2.23% +16,995 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 397,947 $7.79M 0.01% +37,540 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 385,140 $7.55M 2.11% +295,940 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 383,861 $7.51M 0.01% +7,745 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 365,126 $7.15M 0.83% +19,913 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 352,675 $6.9M 7.43% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 350,173 $6.85M 0.23% +265,085 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 349,585 $6.84M 0.03% +10,161 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 346,859 $6.79M 0.71% +8,673 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 345,829 $6.77M 6.76% +58,029 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 315,530 $6.18M 3.56% +37,018 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 314,561 $6.16M 3.47% +17,309 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 299,274 $5.86M 2.2% +13,383 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 296,374 $5.8M 1.07% +38,369 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 292,467 $5.73M 1.08% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 287,651 $5.63M 0.1% +19,434 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 280,717 $5.5M 2.4% +22,659 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 278,970 $5.46M 0.44% -161,133 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 276,941 $5.42M 2.83% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 273,613 $5.36M 0.61% +7,923 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 269,879 $5.28M 0.69% +39,543 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 263,042 $5.15M 3.88% +27,914 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 262,706 $5.14M 0.01% +4,159 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 262,038 $5.13M 0.23% +24,272 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 260,300 $5.1M 0.03% 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 258,258 $5.06M 1.21% -582 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 257,855 $5.05M 0.11% -199,565 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 257,747 $5.05M 0.12% +14,335 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 254,735 $4.99M 2.16% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 250,100 $4.9M 0.36% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 248,961 $4.87M 3% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 248,545 $4.87M 0.02% -8,927 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 232,520 $4.55M 0.63% +40,712 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 232,635 $4.55M 0.02% +9,737 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 226,138 $4.43M 3.66% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 225,807 $4.42M 0.05% +11,342 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 215,103 $4.21M 0.05% +520 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 209,160 $4.09M 1.36% +39,297 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 208,494 $4.08M 0.53% +10,081 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 207,805 $4.07M 2.71% +12,761 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 206,351 $4.04M 0.07% -27,891 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 200,681 $3.93M 2.47% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 199,251 $3.9M 1.18% -8,460 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 199,085 $3.9M 0.24% +143,468 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 198,836 $3.89M 0.37% +40,863 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 196,655 $3.85M 0.6% +4,022 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 195,878 $3.83M 0.28% +12,359 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 194,842 $3.81M 0.01% -31,646 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 185,683 $3.64M 0.06% +11,234 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 183,135 $3.58M 0.95% +3,888 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 182,662 $3.58M 0.11% new 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 182,334 $3.57M 3.25% +11,035 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 179,610 $3.52M 0.2% -603 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 176,573 $3.46M 0.99% -10,244 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 175,486 $3.44M 1.45% -16,651 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 174,459 $3.42M 0.06% -47 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 174,424 $3.41M 0.84% -4,768 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 174,239 $3.41M 0.04% +30,959 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 171,069 $3.35M 0.11% -16,657 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 165,523 $3.24M 0.03% +103,387 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 164,347 $3.22M 0.04% +90,050 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 163,670 $3.19M 0.08% +26,914 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 161,922 $3.17M 0.03% +2,615 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 159,378 $3.12M 0.02% +45,185 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 157,529 $3.08M 0.41% +995 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 155,205 $3.04M 1.72% +39,384 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 154,510 $3.02M 0.11% +7,335 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 153,288 $3M 1.26% -272,867 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 151,927 $2.97M 0.67% +51,515 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 144,881 $2.84M 0.64% +7,840 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 140,048 $2.74M 0.07% -478,812 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 139,752 $2.74M 0.2% -8,978 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 137,673 $2.69M 0.61% +8,838 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 137,626 $2.69M 1.6% +703 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 137,545 $2.69M 0.81% -1,500 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 135,249 $2.65M 0.48% +35,716 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 134,985 $2.64M 0.24% +50,653 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 133,240 $2.61M 0.08% -414 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 129,538 $2.54M 0.22% -22,254 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 124,904 $2.45M 0.02% +3,672 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 122,554 $2.4M 0.14% +27,741 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 118,752 $2.32M 1.69% +3,516 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 118,477 $2.32M 1.68% +1,624 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 117,112 $2.29M 0.23% -29,925 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 116,905 $2.29M 0.88% +84,746 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 116,161 $2.27M 0.54% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 113,123 $2.21M 0.03% +5,870 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 111,675 $2.19M <0.01% -2,225 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 111,556 $2.18M 0.24% -10,225 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 109,041 $2.13M <0.01% -23,566 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 105,843 $2.07M 0.05% +21,843 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 100,956 $1.98M 1.26% +1,031 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 100,612 $1.97M 0.02% +6,177 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 99,833 $1.95M 1.34% +12,157 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 99,360 $1.94M 0.42% -64,571 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 98,735 $1.93M 0.47% +1,013 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 97,821 $1.91M 0.49% +2,896 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 97,577 $1.91M 1.88% 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 96,850 $1.9M 1.36% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 96,396 $1.89M 0.55% -17,271 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 94,979 $1.86M 0.01% new 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 87,718 $1.72M 1.43% +5,093 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 85,437 $1.67M 0.01% +58,652 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 85,350 $1.67M 0.18% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 83,391 $1.63M 0.06% +9,484 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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More: the full row for XY Planning Network, Inc. 80,600 $1.58M 0.27% +48,630 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 78,160 $1.53M 0.19% +254 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 77,607 $1.52M 0.06% -313,271 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 76,885 $1.51M 0.01% +16,458 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 75,682 $1.48M <0.01% +5,265 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 74,126 $1.45M 0.1% +259 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 74,066 $1.45M 0.26% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 73,283 $1.43M 0.1% -129,143 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 72,315 $1.42M 0.06% -18,302 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 70,363 $1.38M 0.21% -320,525 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 70,090 $1.37M 0.14% +5,363 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 69,455 $1.36M 0.69% +1,966 13F-HR Timeline Wingate Wealth Advisors, Inc. 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