MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,091,543 $186M 0.01% +461,693 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,876,877 $161M 0.03% +48,664 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,652,783 $156M 0.04% +368,878 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,208,575 $127M 0.04% -55,008 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,921,699 $101M 0.39% -420,368 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,811,172 $98.3M 0.02% +1,121,422 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,542,994 $92.8M 4.46% +66,710 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/ 4,466,656 $91.2M 0.01% +752,039 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,531,745 $72.1M 0.01% +240,732 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,255,267 $66.5M 0.61% +192,911 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,480,768 $50.7M 2.45% +94,056 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,309,491 $47.2M 0.27% +258,584 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,247,101 $45.9M 3.43% +155,846 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,117,083 $43.2M 0.01% +412,779 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,701,524 $34.8M 2.99% +470,696 13F-HR Timeline TLWM More: the full row for TLWM 1,617,351 $33M 5.95% +111,729 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,424,368 $29.1M 0.33% +24,640 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,296,772 $26.5M 0.47% +91,193 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,249,969 $25.5M 1.98% +44,951 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,243,685 $25.4M 0.07% +125,273 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,199,182 $24.5M 0.04% +109,411 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,180,573 $24.1M 0.01% +96,389 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,153,205 $23.6M 1.96% +65,953 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,129,262 $23.1M 0.02% +263,031 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,126,660 $23M 0.06% +114,768 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,110,412 $22.7M 2.13% +147,171 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,028,271 $21M 4.03% +16,299 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 984,622 $20.1M +450,549 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 930,658 $19M 0.11% -38,045 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 895,118 $18.3M 0.03% +22,838 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 872,980 $17.8M 2.24% +13,771 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 854,354 $17.4M <0.01% -56,600 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 826,489 $16.9M 0.08% +10,116 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 821,597 $16.8M 1.14% +17,701 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 820,301 $16.8M 0.84% +103,168 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 769,824 $15.7M 1.1% -22,511 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 718,871 $14.7M 1.33% -109,848 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 715,278 $14.6M 0.03% +81,244 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 663,921 $13.6M 5.7% +1,628 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 644,876 $13.2M 2.4% +15,920 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 639,588 $13.1M +33,270 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 637,763 $13M 0.02% +162,823 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 635,427 $13M 0.05% +6,192 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 633,787 $12.9M 0.07% +159,459 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 622,570 $12.7M 2.88% +198,573 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 620,564 $12.7M 4.23% +42,459 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 593,404 $12.1M 0.01% +132,082 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 579,298 $11.8M 0.23% +57,482 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 541,660 $11.1M 3.02% +47,761 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 539,699 $11M 0.47% +2,999 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 539,166 $11M 2.94% +28,208 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 526,149 $10.7M 0.12% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 512,659 $10.5M 1.83% +563 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 2.99% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 472,461 $9.65M 0.01% +956 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 467,285 $9.54M 0.83% +15,549 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 453,297 $9.26M 1.15% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 452,227 $9.24M 0.2% +17,522 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 451,567 $9.22M 0.01% +70,294 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 449,382 $9.18M 2.17% +2,036 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 437,215 $8.93M 3.67% +235,496 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 435,104 $8.89M 5% +4,090 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 434,622 $8.88M 0.4% +97,323 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 422,927 $8.64M 3.96% +22,306 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 401,001 $8.19M 0.2% +20,931 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 391,225 $7.99M 0.1% +4,609 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 364,079 $7.44M 0.88% +18,792 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 363,368 $7.42M 0.02% -39,462 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 361,436 $7.38M 0.53% +64,166 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 360,111 $7.35M 0.7% +128,030 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 358,422 $7.32M 1.01% 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 350,608 $7.16M 1.58% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 347,683 $7.1M 2.38% -24,272 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 343,290 $7.01M 0.14% +35,718 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 340,798 $6.96M 1.11% +24,161 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 340,216 $6.95M 1.44% +336,491 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 333,416 $6.81M 1.39% -329,080 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 328,987 $6.72M 1.53% -18,792 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 326,447 $6.67M 0.03% +55,111 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 324,810 $6.63M 1.58% +79,065 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 317,898 $6.49M 2.34% +19,835 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 312,150 $6.38M 0.13% +19,493 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 306,717 $6.26M 3.79% -7,170 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 287,200 $5.87M 0.77% +30,112 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 283,012 $5.78M 1.26% +4,010 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 277,954 $5.68M 0.65% +2,500 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 276,157 $5.64M 2.19% +103,600 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 269,076 $5.5M 2.31% +8,609 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 265,848 $5.44M 0.54% +19,512 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 262,798 $5.37M 0.03% +154,023 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 259,867 $5.31M 4.37% +3,544 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 253,230 $5.17M 3.21% +86,839 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 239,525 $4.89M 0.35% +9,766 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 232,673 $4.75M 0.21% +12,480 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 228,208 $4.66M <0.01% +36,145 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 226,425 $4.62M 0.26% -1,223 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 224,364 $4.58M 3.64% +12,406 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 222,263 $4.54M 0.64% +60,186 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 217,954 $4.45M 1.03% +19,082 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 217,950 $4.45M 0.04% +37,957 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 212,918 $4.35M 0.18% -71,006 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 203,758 $4.16M 0.05% +18,682 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 202,139 $4.13M 2.75% +9,761 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200,295 $4.09M 0.09% +8,629 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 188,677 $3.85M <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 179,210 $3.69M 0.02% +3,785 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 180,707 $3.69M 0.06% +16,989 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 178,008 $3.64M 3.34% -1,426 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 174,067 $3.55M 1.2% +162,742 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 169,794 $3.47M 1.01% +2,869 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 168,642 $3.44M 0.6% +48,746 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 167,748 $3.43M 0.06% +2,026 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 166,383 $3.4M 0.04% +15,901 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 163,291 $3.33M 1.02% -419 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 156,865 $3.2M 0.42% +32,214 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 151,004 $3.08M 1.08% -6,254 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 148,577 $3.03M 0.45% -5,794 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 148,517 $3.03M 0.09% -3,546 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 148,455 $3.03M 0.87% +6,657 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 148,016 $3.02M 0.24% -2,103 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 147,828 $3.02M 0.22% +13,615 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 147,779 $3.02M 0.1% -12,494 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 145,282 $2.97M 0.08% +27,572 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 145,217 $2.97M 0.66% +10,314 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 144,619 $2.95M 2.08% +10,525 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 143,414 $2.94M 0.81% +20,954 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 141,178 $2.88M 2.86% +19,945 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 139,734 $2.85M 0.59% +1,051 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 137,236 $2.8M 0.59% +25,019 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 132,341 $2.7M 0.1% +7,344 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 129,857 $2.65M 0.6% +15,474 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 126,693 $2.59M 1.61% +28,452 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 126,572 $2.58M 2.28% -2,631 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 125,966 $2.57M 1.64% +3,944 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 125,936 $2.57M 0.36% +1,630 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 121,210 $2.48M 0.24% -1,503 13F-HR/A Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 118,781 $2.43M 2.09% +20,404 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 118,289 $2.42M 0.74% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 114,548 $2.34M <0.01% -3,174 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 111,477 $2.28M 1.52% +1,843 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110,892 $2.27M <0.01% -89,786 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 111,019 $2.27M <0.01% -5,821 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 110,578 $2.26M 0.16% +11,162 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 105,332 $2.15M 0.38% +33,912 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 102,777 $2.1M 0.01% +14,693 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 97,203 $1.99M 0.78% +19,528 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 96,226 $1.97M 0.32% +4,641 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 92,937 $1.9M <0.01% +12,549 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 92,900 $1.9M 0.19% +11,379 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 91,960 $1.88M 1.69% +27,589 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 91,400 $1.87M <0.01% +4,615 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 90,334 $1.84M 1.51% +8,377 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 89,786 $1.83M 0.04% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 88,804 $1.81M 0.51% +9,612 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 87,336 $1.78M 1.17% +6,568 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 82,887 $1.69M 0.01% -1,212 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 81,854 $1.67M 0.05% +21,034 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 81,425 $1.66M 0.89% +2,094 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 81,415 $1.66M 0.4% +867 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 79,649 $1.63M 0.1% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 75,583 $1.54M 0.42% +710 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 74,305 $1.52M 0.4% +4,808 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 73,937 $1.51M 0.18% +15,500 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 73,421 $1.5M 0.01% -1,219 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 73,299 $1.5M 0.62% +21,127 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 72,366 $1.48M 0.25% -4,084 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 72,287 $1.48M 0.02% +19,937 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 72,261 $1.48M 0.34% +1,805 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 71,376 $1.46M 0.17% +2,146 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 71,127 $1.45M 1.19% +2,559 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 70,654 $1.44M 0.21% +12,449 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 69,315 $1.42M 0.75% +24,740 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 65,771 $1.34M 0.46% +4,428 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 64,762 $1.32M 0.13% -2,314 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 63,625 $1.3M 1% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 63,603 $1.3M 0.3% +9,310 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 63,512 $1.3M 0.42% +3,895 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 62,426 $1.27M 0.52% -1,287 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 60,848 $1.24M 0.19% -500 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 60,102 $1.23M <0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 59,638 $1.22M 0.07% +940 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 58,366 $1.19M 0.01% -1,689 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 57,292 $1.17M 0.9% +14,833 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 56,190 $1.15M 0.15% +2,590 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 55,831 $1.14M 0.07% -1,500 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 55,196 $1.13M 1.06% +7,721 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 52,371 $1.07M 0.82% -1,628 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 51,943 $1.06M 0.01% +9,232 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 51,489 $1.05M 0.75% +22,999 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 51,070 $1.05M 0.02% -1,757 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 50,647 $1.04M 0.22% +42 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 50,252 $1.03M 0.28% +23,110 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 49,307 $1.01M 0.03% -2,424 13F-HR Timeline Group XY Planning Network, Inc. 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