MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,629,850 $178M 0.01% +672,038 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,828,213 $161M 0.03% +432,504 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,283,905 $150M 0.04% +1,995,326 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,263,583 $129M 0.04% +535,091 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,342,067 $110M 0.43% +305,484 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,476,284 $92.2M 4.51% +91,181 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/ 3,714,617 $76.5M 0.01% +226,054 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,689,750 $76M 0.02% +637,805 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,291,013 $67.8M 0.01% +859,871 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,062,356 $63.1M 0.8% +196,796 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,386,712 $49.2M 2.86% +25,033 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,091,255 $43.1M 3.27% +466,188 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,050,907 $42.2M 0.24% +376,786 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,704,304 $35.1M 0.01% +345,433 13F-HR Timeline Group TLWM More: the full row for TLWM 1,505,622 $31M 5.68% +131,056 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,399,728 $28.8M 0.33% +11,774 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,230,828 $25.4M 2.18% +312,757 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,205,579 $24.8M 0.43% +354,016 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,205,018 $24.8M 1.97% +69,280 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,118,412 $23M 0.06% +137,860 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,089,771 $22.5M 0.03% +57,658 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,087,252 $22.4M 1.82% +81,932 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,084,184 $22.3M 0.01% +178,327 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,011,972 $20.8M 3.9% +19,866 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,011,892 $20.8M 0.05% +109,593 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 968,703 $20M 0.11% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 963,241 $19.8M 2.06% +118,463 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 910,954 $18.8M <0.01% +85,746 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 872,280 $18M 0.03% +29,025 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 866,231 $17.8M 0.02% +67,358 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 859,209 $17.7M 2.19% +70,983 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 828,719 $17.1M 1.64% new 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 816,373 $16.8M 0.09% +99,232 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 803,896 $16.6M 1.12% +552,275 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 792,335 $16.3M 1.07% +198,240 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 717,133 $14.8M 0.77% +696,467 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 662,496 $13.6M 1.38% +361,168 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 662,293 $13.6M 5.32% -4,625 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 634,034 $13.1M 0.02% +30,738 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 629,235 $13M 0.05% -26,285 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 628,956 $13M 2.48% +98,083 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 606,318 $12.5M +88,489 Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 578,105 $11.9M 3.88% +60,036 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 568,238 $11.7M 0.14% +47,732 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 536,700 $11.1M 0.46% +39,552 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 534,073 $11M +355,320 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 521,816 $10.7M 0.2% +106,453 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 512,096 $10.5M 1.79% -5,172 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 510,958 $10.5M 2.84% +32,982 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 $10.3M 4.9% 0 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 493,899 $10.2M 3.04% +23,200 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 474,940 $9.78M 0.01% -60,677 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 474,328 $9.77M 0.05% +107,179 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 471,505 $9.71M 0.01% +48,904 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 467,496 $9.63M 0.02% +44,062 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 461,322 $9.5M 0.01% +88,034 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 451,736 $9.31M 0.78% +18,536 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 447,346 $9.22M 2.21% +3,274 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 434,705 $8.96M 0.19% +22,903 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 431,014 $8.88M 5.11% +29,468 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 423,997 $8.74M 2.03% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 402,830 $8.3M 0.02% -7,565 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 400,621 $8.25M 3.96% +32,881 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 386,616 $7.96M 0.12% +16,596 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 381,273 $7.85M 0.01% +88,844 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 380,070 $7.83M 0.21% +19,511 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 371,955 $7.66M 2.53% -11,426 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 347,779 $7.16M 1.57% 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 345,287 $7.11M 0.82% +20,040 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 337,299 $6.95M 0.32% new 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 316,637 $6.52M 1.02% +11,723 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 313,887 $6.47M 3.85% -2,893 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 307,572 $6.34M 0.12% +24,368 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 298,063 $6.14M 2.16% +77,295 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 297,270 $6.12M 0.44% +59,339 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 292,657 $6.03M 0.12% +29,089 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 283,924 $5.85M 0.13% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 279,002 $5.75M 1.24% +10,934 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 275,454 $5.67M 0.65% +9,158 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 271,336 $5.59M 0.03% -5,076 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 260,467 $5.37M 2.34% +23,592 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 257,088 $5.3M 0.69% +38,441 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 256,323 $5.28M 3.97% +34,289 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 246,336 $5.07M 0.67% +47,591 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 245,745 $5.06M 1.15% +135,948 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 232,081 $4.78M 0.45% +227,081 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 229,759 $4.73M 0.66% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 227,648 $4.69M 0.27% -1,862 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 220,193 $4.54M 0.2% +8,825 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 211,958 $4.37M 3.61% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 200,678 $4.14M 0.01% +16,010 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 198,872 $4.1M 1.01% +15,679 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 192,378 $3.96M 2.64% +1,792 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 192,063 $3.96M <0.01% +27,361 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 191,666 $3.95M 0.1% +12,463 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 185,076 $3.81M 0.04% +27,153 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 201,719 $3.8M 1.51% -100,648 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 181,905 $3.75M 0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 179,993 $3.71M 0.04% -15,655 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 179,434 $3.7M 3.37% +6,550 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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Empirical Wealth Management 165,722 $3.41M 0.06% +1,135 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 163,718 $3.37M 0.06% +11,082 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 163,710 $3.37M 1.02% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 162,077 $3.34M 0.62% +9,689 13F-HR Timeline Hennion & Walsh Asset Management, Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 138,300 $2.84M 0.07% +28,537 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 134,903 $2.78M 0.62% +7,640 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 134,213 $2.76M 0.2% +8,704 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 134,094 $2.76M 2.01% +6,217 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 129,203 $2.66M 1.83% +5,790 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 127,046 $2.62M 0.69% -447 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 124,997 $2.57M 0.1% +2,525 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 124,651 $2.57M 0.34% +7,274 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 124,306 $2.56M 0.35% +9,250 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 122,713 $2.53M 0.23% +49,022 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 122,460 $2.53M 0.71% +21,847 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 122,022 $2.51M 1.55% 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 121,233 $2.5M 2.69% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 119,896 $2.47M 0.44% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 117,722 $2.43M <0.01% +8,755 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 117,710 $2.42M 0.1% -155,337 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 116,840 $2.41M <0.01% new 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 114,383 $2.36M 0.54% +17,193 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 112,217 $2.31M 0.52% +10,842 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 109,634 $2.26M 1.55% +6,306 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 108,775 $2.24M 0.02% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 99,416 $2.05M 0.15% +448 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 98,377 $2.03M 1.89% 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 98,241 $2.02M 1.15% +49,124 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 93,727 $1.93M 0.27% -5,746 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 91,585 $1.89M 0.33% +2,550 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 88,084 $1.81M 0.01% -83 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 86,785 $1.79M <0.01% -29,959 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 84,099 $1.73M 0.01% +177 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 81,957 $1.69M 1.41% +5,828 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 81,521 $1.68M 0.17% +13,824 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 80,768 $1.66M 1.06% +2,237 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 80,548 $1.66M 0.4% +884 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 80,388 $1.66M <0.01% -3,148 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 80,317 $1.65M 0.29% +55,525 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 79,649 $1.64M 0.1% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 79,331 $1.63M 0.91% +613 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 79,192 $1.63M 0.46% +1,459 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 77,675 $1.6M 0.67% +47,134 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 76,450 $1.57M 0.28% -16,812 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 75,871 $1.56M 0.97% -12,584 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 74,873 $1.54M 0.39% +2,429 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 74,640 $1.54M 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 71,420 $1.47M 0.27% +17,305 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 70,456 $1.45M 0.35% +10,268 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 69,497 $1.43M 0.39% +4,794 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 69,230 $1.43M 0.16% -1,387 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 68,568 $1.41M 1.15% -1,034 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 67,076 $1.38M 0.14% +51,576 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 64,371 $1.33M 1.31% 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 63,713 $1.31M 0.51% +3,379 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 63,625 $1.31M 0.99% -2,151 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 61,349 $1.26M 0.03% +1,938 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 61,348 $1.26M 0.16% -385 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 61,343 $1.26M 0.47% +2,243 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 60,820 $1.25M 0.04% +13,473 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 60,055 $1.24M 0.01% +16,159 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 59,617 $1.23M 0.38% +4,970 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 58,698 $1.21M 0.07% +1,026 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 58,437 $1.2M 0.15% +21,702 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 58,205 $1.2M 0.16% +8,328 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 57,331 $1.18M 0.07% -117 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 54,293 $1.12M 0.23% -3,045 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 53,999 $1.11M 0.8% -2,166 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 53,600 $1.1M 0.14% +205 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 52,827 $1.09M 0.02% -462 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,350 $1.08M 0.02% -3,346 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 52,172 $1.07M 0.42% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 51,731 $1.06M 0.03% -2,391 13F-HR/A Timeline Group Astoria Portfolio Advisors LLC. 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