MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,460,935 $193M 0.01% +369,392 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,069,411 $164M 0.04% +416,628 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,710,697 $157M 0.03% -166,180 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,639,357 $135M 0.04% +430,782 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,710,692 $95.9M 0.02% -100,480 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/ 4,671,665 $95.1M 0.01% +205,009 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,637,273 $94.4M 0.55% +4,608,994 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,562,494 $92.9M 0.33% -359,205 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,829,782 $78M 0.01% +298,037 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,274,980 $66.7M 0.63% +19,713 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,471,417 $50.3M 0.19% +161,926 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,456,108 $50M 0.96% +754,584 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,288,259 $46.6M 3.1% +41,158 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,284,717 $46.5M 0.01% +167,634 13F-HR Timeline Group TLWM More: the full row for TLWM 1,647,457 $33.6M 5.46% +30,106 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,571,632 $32M +587,010 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,421,907 $29M 0.06% +295,247 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,393,100 $28.4M 0.45% +96,328 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,362,707 $27.8M 1.7% +112,738 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,353,573 $27.6M 0.06% +109,888 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,352,439 $27.5M 0.28% -71,929 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,295,020 $26.4M 0.01% +114,447 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,260,419 $25.7M 2.01% +150,007 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,250,435 $25.5M 1.08% -1,230,333 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,217,927 $24.8M 0.03% +18,745 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,153,697 $23.5M 0.03% +258,579 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,139,715 $23.2M 0.02% +10,453 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,049,243 $21.4M 3.8% +20,972 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 942,654 $19.2M 2.16% +69,674 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 926,463 $18.9M 0.03% +211,185 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 903,577 $18.4M <0.01% +49,223 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 873,094 $17.8M 0.07% +46,605 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 866,541 $17.6M 0.76% +46,240 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 803,966 $16.4M 0.94% -17,631 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 778,269 $15.8M 1% +8,445 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 773,478 $15.8M 0.01% +180,074 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 765,181 $15.6M 0.1% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 765,033 $15.6M 0.26% +185,735 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 716,175 $14.6M 1.16% -2,696 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 688,309 $14M 0.01% +236,742 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 666,697 $13.6M 4.08% +46,133 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 639,285 $13M 3.01% +16,715 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 636,190 $13M 0.04% +763 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 635,968 $13M 2.18% -8,908 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 633,956 $12.9M -5,632 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 611,496 $12.5M 0.02% -26,267 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 561,363 $11.4M 0.05% -72,424 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 559,555 $11.4M 2.66% +20,389 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 548,046 $11.2M 0.37% +8,347 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 538,903 $11M 2.81% -2,757 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 525,021 $10.7M 0.05% -405,637 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 518,417 $10.5M 1.65% +5,758 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 498,000 $10.1M 2.77% 0 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 484,794 $9.87M 0.77% +17,509 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 484,120 $9.86M 1.04% +30,823 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 469,170 $9.55M 0.37% +34,548 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 461,981 $9.41M 0.19% +9,754 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 455,709 $9.28M 0.17% +54,708 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 449,382 $9.18M 2.17% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 450,040 $9.17M 4.87% +14,936 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 441,224 $8.99M 3.13% +4,009 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 437,452 $8.91M 3.67% +14,525 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 412,168 $8.39M 0.73% +52,057 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 404,242 $8.23M 0.55% +42,806 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 398,361 $8.11M 0.09% +7,136 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 390,049 $7.94M 0.04% +127,251 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 389,392 $7.93M 0.16% +46,102 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 381,772 $7.77M 0.8% +17,693 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 378,645 $7.71M 1.06% +37,847 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 377,075 $7.68M 0.04% +159,125 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 364,109 $7.42M 0.94% +5,687 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 359,115 $7.31M 0.03% +32,668 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 355,186 $7.23M 1.56% +4,578 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 350,461 $7.14M 1.29% +17,045 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 345,990 $7.05M 3.49% +328,292 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 340,237 $6.93M 1.31% +21 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 335,272 $6.83M 2.24% +59,115 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 325,874 $6.64M 1.36% +1,064 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 321,727 $6.55M 0.11% +9,577 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 318,124 $6.48M 2.14% +226 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 317,142 $6.46M 0.01% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 305,087 $6.21M 0.74% +17,887 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 294,496 $6M 1.81% -53,187 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 291,745 $5.94M 1.26% -37,242 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 288,272 $5.87M 3.23% -18,445 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 287,499 $5.85M 1.19% +4,487 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 283,380 $5.77M 2.13% +14,304 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 281,720 $5.74M 1.04% +240,229 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 279,904 $5.7M 4.16% +20,037 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 275,747 $5.62M 0.29% +36,222 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 275,727 $5.62M 0.54% +9,879 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 249,929 $5.09M <0.01% +21,721 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 249,878 $5.09M 0.61% +27,615 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 242,601 $4.94M 0.19% +9,928 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 231,216 $4.71M 3.37% +6,852 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 218,795 $4.46M 0.88% +841 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 216,040 $4.4M 0.22% -10,385 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 211,700 $4.31M 0.09% +11,405 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 211,361 $4.3M 0.15% -1,557 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 205,816 $4.19M 1.11% +36,022 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 188,365 $3.84M 1.13% +14,298 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 187,853 $3.83M 0.06% +7,146 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 186,663 $3.8M 3.07% +8,655 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 185,931 $3.79M 0.02% +6,721 13F-HR Timeline Group Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 172,512 $3.51M 2.02% +45,819 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 170,701 $3.48M 0.01% +59,682 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 168,456 $3.43M 0.05% +708 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 166,956 $3.4M 0.39% +10,091 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 164,663 $3.35M 0.9% +1,372 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 162,236 $3.3M 0.04% -4,147 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 161,780 $3.29M 0.03% -41,978 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 160,119 $3.26M 0.06% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 159,005 $3.24M 0.23% +10,989 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 156,188 $3.18M 0.54% +83,822 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 153,117 $3.12M 0.77% +64,313 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 152,928 $3.11M 0.46% -15,714 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 150,065 $3.06M 0.58% +12,829 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 149,925 $3.05M 0.95% -1,079 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 149,757 $3.05M 0.19% +1,929 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 148,843 $3.03M 0.08% +326 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 148,307 $3.02M 0.64% +18,450 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 147,367 $3M 0.79% -1,088 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 146,217 $2.98M 1.87% +1,598 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 145,571 $2.96M 0.09% +289 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 144,555 $2.94M 1.7% +18,589 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 142,531 $2.9M 0.06% +124,596 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 140,057 $2.85M 0.08% -7,722 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 139,777 $2.85M 0.52% +43 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 138,589 $2.82M 0.42% -9,988 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 137,806 $2.81M 2.49% -3,372 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 136,692 $2.78M 0.09% +4,351 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 132,917 $2.71M <0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 129,448 $2.64M 0.31% +3,512 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 125,646 $2.56M 2.04% -926 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 121,210 $2.47M 0.21% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 117,024 $2.38M <0.01% +2,476 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 115,075 $2.34M 0.07% +33,221 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 114,814 $2.34M 0.66% -3,475 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 114,713 $2.34M 1.4% +3,236 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 114,571 $2.33M 0.14% +3,993 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 104,977 $2.14M <0.01% -5,915 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 104,710 $2.13M 0.01% +1,933 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 101,350 $2.06M 1.67% +9,390 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 100,019 $2.04M 0.18% +7,119 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 98,023 $2M 0.64% +820 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 97,935 $1.99M <0.01% +4,998 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 93,696 $1.91M 1.4% +3,362 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 92,983 $1.89M 0.02% +3,197 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 92,601 $1.88M 0.51% -50,813 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 90,510 $1.84M 0.01% +17,089 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 89,839 $1.83M 1.01% +2,503 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 86,769 $1.77M 0.1% +7,120 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 83,053 $1.69M 0.22% +12,399 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 82,316 $1.68M 0.37% +901 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 81,973 $1.67M 0.74% +548 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 81,927 $1.67M 0.27% -23,405 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 80,914 $1.65M 0.41% +5,331 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 78,430 $1.6M 0.78% +9,115 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 78,299 $1.59M 0.54% +5,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 77,332 $1.57M 0.02% +5,045 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 77,069 $1.57M 0.01% +41,986 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 76,941 $1.57M 0.39% +2,636 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 76,741 $1.56M 1.13% +5,614 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 76,234 $1.55M 0.23% +61,159 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 75,945 $1.55M 0.01% -6,942 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 75,635 $1.54M <0.01% new 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 74,858 $1.52M 0.3% +2,597 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 74,391 $1.51M 0.14% +454 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 73,940 $1.51M 0.43% +8,169 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 73,793 $1.5M 0.08% +44,344 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 73,342 $1.49M 0.71% -71,875 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 70,180 $1.43M 0.15% -1,196 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,936 $1.38M <0.01% -23,464 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 66,495 $1.35M 0.41% +2,983 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 63,010 $1.28M 0.31% +12,758 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 62,452 $1.27M 0.12% -2,310 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 62,426 $1.27M 0.46% 0 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 61,314 $1.25M 0.88% +12,313 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 60,688 $1.24M 0.06% +1,050 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 60,343 $1.23M 0.16% -505 13F-HR Timeline Gilbert Capital Group, Inc. 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