MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,957,812 $164M 0.01% +560,083 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,395,709 $152M 0.03% +121,646 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,728,492 $118M 0.04% +225,246 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,288,579 $109M 0.03% +505,159 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,036,583 $104M 0.42% -238,109 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,385,103 $90.2M 4.56% +44,094 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/ 3,488,563 $71.8M 0.01% +120,625 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,051,945 $62.8M 0.01% +397,094 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,865,560 $58.9M 0.86% +169,168 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,431,142 $50M 0.01% +273,511 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,361,679 $48.6M 2.86% +71,808 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,674,121 $34.4M 0.22% +104,149 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,625,067 $33.4M 2.5% -2,772 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,387,954 $28.6M 0.34% +16,233 13F-HR Timeline Group TLWM More: the full row for TLWM 1,374,566 $28.3M 5.08% +18,140 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,358,871 $28M <0.01% +162,414 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,135,738 $23.4M 1.95% +140,733 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,032,113 $21.2M 0.03% +46,330 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,005,320 $20.7M 1.71% +39,545 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 992,106 $20.4M 4.08% +18,531 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 980,552 $20.2M 0.06% +65,316 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 977,025 $20.1M 6.37% +246,878 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 918,071 $18.9M 1.64% +728,105 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 905,857 $18.6M 0.01% +97,168 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 902,299 $18.6M 0.05% +123,749 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 851,563 $17.5M 0.31% +104,913 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 844,778 $17.4M 2.02% +123,742 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 843,255 $17.3M 0.03% +82,580 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 825,208 $17M <0.01% +183,219 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 798,873 $16.4M 0.02% +30,270 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 788,226 $16.2M 2.12% +37,052 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 717,141 $14.8M 0.09% +493,054 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 666,918 $13.7M 5.28% +13,040 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 655,520 $13.5M 0.06% +54,148 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 603,296 $12.4M 0.03% +21,616 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 594,095 $12.2M 0.82% +26,931 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 535,617 $11M 0.01% +57,869 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 530,873 $10.9M 1.97% +27,559 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 520,506 $10.7M 0.13% +20,821 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 518,069 $10.7M 3.63% +13,133 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 517,829 $10.7M +129,723 Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 517,268 $10.6M 1.89% +14,868 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 $10.2M 5.81% 0 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 497,148 $10.2M 0.42% +8,159 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 477,976 $9.83M 2.74% +56,871 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 470,699 $9.68M 3% +5,270 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 444,072 $9.13M 2.21% +11,456 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 433,200 $8.91M 0.76% +11,240 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 423,434 $8.71M 0.02% +14,584 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 422,601 $8.69M 0.01% +27,016 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 415,363 $8.54M 0.16% +380,964 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 411,802 $8.47M 0.18% +18,687 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 410,395 $8.44M 0.03% +18,788 13F-HR Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 401,546 $8.26M 4.89% -436 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 383,381 $7.89M 2.75% -473 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 373,288 $7.67M 0.01% +74,654 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 370,020 $7.61M 0.12% new 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 367,740 $7.56M 3.63% +17,384 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 367,149 $7.55M 0.04% +84,341 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 360,559 $7.42M 0.27% +11,412 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 330,730 $6.8M <0.01% +330,216 13F-HR/A Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 325,247 $6.69M 0.82% +14,846 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 316,780 $6.49M 4.02% -12,191 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 304,914 $6.27M 1% +19,391 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 302,367 $6.22M 2.54% -5,747 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 301,328 $6.2M 1.4% -13,722 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 292,429 $6.02M 0.01% +144,581 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 283,204 $5.83M 0.11% +10,333 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 276,412 $5.69M 0.03% -12,281 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 273,047 $5.62M 0.19% +8,994 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 268,068 $5.51M 1.28% +7,535 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 266,296 $5.48M 0.65% +79,821 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 263,568 $5.42M 0.13% +29,019 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 251,621 $5.12M 0.42% -22,300 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 237,931 $4.89M 0.36% +15,235 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 236,875 $4.87M 2.24% +8,562 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 234,407 $4.82M 0.33% -986,786 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 229,510 $4.72M 0.28% -677 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 222,034 $4.57M 3.55% +46,103 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 220,768 $4.54M 1.91% -70,070 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 218,647 $4.5M 0.59% +21,745 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 211,368 $4.35M 0.2% -2,442 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 211,106 $4.34M 0.99% +12,892 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 198,745 $4.09M 0.57% +58,565 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 195,648 $4.02M 0.04% +4,357 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 190,586 $3.92M 2.69% +3,719 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 184,668 $3.8M 0.01% +72 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 183,193 $3.77M 0.95% +23,603 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 179,203 $3.69M 0.09% -37,155 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 178,753 $3.68M +5,610 Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 172,884 $3.56M 3.45% +757 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 170,914 $3.52M 1.02% +5,506 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 164,702 $3.39M <0.01% +19,432 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 164,587 $3.39M 0.07% +1,256 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 163,953 $3.37M 0.53% +9,934 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 163,710 $3.37M 1.3% +2,555 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 157,923 $3.25M 0.04% +24,778 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 152,697 $3.14M 1.08% +4,324 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 152,636 $3.14M 0.05% +12,300 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 152,388 $3.13M 0.62% +34,961 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 147,447 $3.03M <0.01% +25,024 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 147,091 $3.03M 0.23% +2,549 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 145,226 $2.99M 0.02% +4,009 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 145,121 $2.99M 0.02% +14,646 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 144,755 $2.98M 0.04% -17,682 13F-HR/A Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 141,608 $2.91M 0.09% +8,993 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 141,457 $2.91M 0.11% +23,820 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 137,116 $2.82M 0.86% -10,789 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 129,963 $2.67M 0.03% +15,736 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 127,877 $2.63M 1.99% +11,290 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 127,493 $2.62M 0.73% -4,077 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 127,263 $2.62M 0.61% +8,131 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 125,509 $2.58M 0.22% +3,603 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 123,413 $2.54M 1.73% +8,117 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 122,472 $2.52M 0.1% +3,301 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 117,377 $2.41M 0.33% +16,143 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 116,744 $2.4M <0.01% +1,489 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 115,056 $2.37M 0.34% +3,582 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 109,797 $2.26M 0.59% +1,805 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 109,763 $2.26M 0.04% +5,766 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 108,967 $2.24M <0.01% -69,510 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 103,328 $2.13M 1.5% -2,724 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 101,375 $2.09M 0.51% +168 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 100,613 $2.08M 0.62% +5,281 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 99,473 $2.05M 0.28% +4,941 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 98,968 $2.04M 0.15% +2,942 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 97,190 $2M 0.48% +36,239 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 93,329 $1.92M 0.84% +2,767 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 93,262 $1.92M 0.33% -2,870 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 89,035 $1.83M 0.34% +1,454 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 88,455 $1.82M 1.08% -2,642 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 88,167 $1.81M 0.01% +844 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 83,922 $1.73M 0.02% -121,407 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 83,536 $1.72M <0.01% +15,003 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 79,664 $1.64M 0.41% +905 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 79,649 $1.64M 0.1% -745 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 78,718 $1.62M 1.12% +3,083 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 78,531 $1.62M 1.02% +3,611 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 77,733 $1.6M 0.44% +41,060 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 76,129 $1.57M 1.4% +1,499 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 73,691 $1.52M 0.16% +419 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 72,444 $1.49M 0.37% +18,769 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 70,617 $1.45M 0.17% +1,703 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 69,602 $1.43M 1.17% +4,187 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 67,697 $1.39M 0.15% +4,611 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 65,776 $1.35M 1.05% -156 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 64,703 $1.33M 0.37% +2,882 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 62,554 $1.29M 0.4% +17,544 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 61,733 $1.27M 0.16% +1,200 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 60,334 $1.24M 0.48% +1,412 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 60,188 $1.24M 0.29% +6,875 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 59,411 $1.22M 0.03% -2,140 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 59,100 $1.22M 0.48% +32,406 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 57,672 $1.19M 0.07% -200 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 57,338 $1.18M 0.27% -976 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 57,448 $1.18M 0.08% -124,151 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 56,165 $1.16M 0.78% -462 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55,696 $1.15M 0.03% +488 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 55,277 $1.14M 0.01% +3,505 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 54,647 $1.12M 0.36% +8,025 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 54,115 $1.12M 0.21% +2,430 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 54,122 $1.11M 0.03% +1,048 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 53,289 $1.1M 0.02% +10,048 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 53,395 $1.1M 0.14% +3,037 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 49,877 $1.03M 0.15% +5,753 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 49,681 $1.02M 0.03% +1,420 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 49,117 $1.01M 0.62% +8,718 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 48,146 $990K 0.43% -704 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 47,347 $974K 0.03% +18,912 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 46,865 $964K 0.4% -1,450 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 46,471 $956K 0.01% new 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 46,134 $949K 0.16% +1,563 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 45,236 $931K 0.41% -593 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 44,917 $924K <0.01% +12,239 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 44,207 $909K 0.35% -4,130 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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