MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,596,451 $178M 0.01% +659,715 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,867,873 $128M 0.02% +18,681 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,824,764 $108M 0.39% -521,746 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,450,614 $101M 0.03% +733,369 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,418,387 $101M 0.02% +667,322 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,664,565 $68.1M 0.64% +53,530 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/ 3,658,064 $67.9M <0.01% +170,758 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,599,890 $66.9M 0.01% +422,629 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,790,031 $51.8M 0.01% +217,489 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,749,889 $51.1M 0.01% +304,726 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,357,478 $43.8M 1.15% -242,238 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,291,285 $42.6M 0.16% +59,606 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,277,588 $42.3M 7.53% +40,652 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,274,983 $42.3M 0.01% +147,973 13F-HR Timeline Group TLWM More: the full row for TLWM 1,598,888 $29.7M 4.83% +33,179 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,574,340 $29.2M 0.02% +19,526 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,475,777 $27.4M 0.36% +97,420 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,460,404 $27.1M 0.03% +8,045 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,452,021 $27M 1.65% +122,164 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,407,457 $26.1M 2.05% +162,638 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,237,482 $23M 0.36% +262,195 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,232,875 $22.9M 0.38% +194,472 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,218,293 $22.6M 0.23% -38,926 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,202,868 $22.3M 0.04% +38,622 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,196,098 $22.2M 0.03% +278,650 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,046,645 $19.4M 0.83% -1,405,891 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,040,435 $19.3M 0.04% +206,681 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,023,299 $19M 4.69% +57,959 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 975,597 $18.1M +708,399 Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 951,103 $17.7M 2.19% -10,327 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 872,220 $16.2M 0.93% +21,451 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 808,845 $15M 0.03% +117,907 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 791,027 $14.7M 0.04% +5,267 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 743,819 $13.8M 4.15% +79,993 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 683,131 $12.7M 0.8% +22,871 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 676,416 $12.6M 2.12% -3,041 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 668,230 $12.4M +28,577 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 668,406 $12.4M <0.01% +79,943 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 659,467 $12.2M 3.24% -5,689 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 658,474 $12.2M <0.01% +130,480 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 646,234 $12M 0.01% +189,877 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 620,177 $11.5M 1.71% +20,349 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 608,133 $11.3M 2.61% +14,380 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 599,064 $11.1M 2.6% +12,839 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 595,631 $11.1M 0.36% +7,467 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 583,177 $10.8M 4.52% -132,514 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 574,819 $10.7M 1.12% +14,127 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 572,218 $10.6M 2.73% -5,935 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. 540,000 $10M 2.74% 0 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 495,727 $9.21M 0.18% +13,210 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 484,980 $9.01M 0.17% +59,004 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 458,271 $8.51M 3.51% +49,091 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 431,024 $8.01M 0.08% +16,009 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 425,184 $7.9M 0.42% +70,453 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 418,444 $7.77M 0.52% +47,126 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 416,957 $7.74M 0.8% +20,576 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 414,868 $7.71M 1.66% +2,994 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 412,479 $7.66M 0.03% +14,012 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 404,458 $7.51M 3.99% +37,950 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 377,967 $7.02M 0.14% +62,835 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 376,906 $7M 0.01% +20,687 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 374,457 $6.96M 2.28% +69,185 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 355,165 $6.6M 0.04% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 352,309 $6.54M 2.16% +1,104 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 348,588 $6.48M 0.5% +117,287 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 344,227 $6.39M 0.88% +19,868 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 338,222 $6.28M 0.79% +5,527 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 334,652 $6.22M 0.03% -125,706 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 333,719 $6.2M 0.73% +19,904 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 331,420 $6.16M 0.1% +18,643 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 331,204 $6.15M 1.31% -64,300 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 327,509 $6.11M 1.45% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 326,443 $6.06M 0.73% -795 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 321,131 $5.97M 0.03% +87,922 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 319,704 $5.94M 1.61% 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 318,954 $5.92M 1.21% +5,608 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 317,100 $5.89M 3.24% -958 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 308,513 $5.73M 1.03% +24,480 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 300,074 $5.57M 2.06% +16,088 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 299,736 $5.57M 0.01% +67,498 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 297,737 $5.53M 1.93% +37,707 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 295,926 $5.5M 4.01% +20,178 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 277,628 $5.16M 0.01% +164,290 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 269,846 $5.01M 0.02% +133,049 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 269,415 $5M 3.58% +13,659 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 268,434 $4.99M 0.16% +5,308 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 267,678 $4.97M 0.43% +71,018 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 266,234 $4.95M 0.26% +63,492 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 253,280 $4.7M 0.03% +25,878 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 248,603 $4.62M 1.14% +156,304 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 248,221 $4.61M 0.18% +1,265 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 225,408 $4.19M 0.86% +2,120 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 223,495 $4.15M 0.08% +7,448 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 221,915 $4.12M 0.02% -13,296 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 221,366 $4.11M 1.09% +39,943 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 220,918 $4.1M 0.4% +13,532 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 215,958 $4.01M 0.05% new 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 215,321 $4M 0.28% +13,170 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 201,669 $3.75M 0.05% +6,936 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 198,550 $3.69M 2.98% +13,580 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 197,901 $3.68M 0.03% +5,015 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 197,442 $3.67M <0.01% +36,312 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 191,858 $3.56M 0.04% -6,504 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 186,569 $3.47M 0.05% +2,993 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 180,594 $3.35M 1.93% +65,880 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 177,576 $3.3M 0.65% +5,119 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 176,133 $3.27M <0.01% -29,823 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 174,990 $3.25M 2.04% +1,121 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 164,216 $3.05M 0.03% -55,332 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 162,493 $3.02M 0.17% -679 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 160,566 $2.98M 0.06% +147,979 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 158,647 $2.95M 1.39% -152,446 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 152,737 $2.84M 0.76% +1,507 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 151,148 $2.8M 0.44% +5,930 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 149,151 $2.77M 0.18% +3,128 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 145,660 $2.71M 0.52% +15,580 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 145,350 $2.7M <0.01% -132,684 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 141,843 $2.63M 0.31% +3,917 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 140,365 $2.61M 0.23% +18,784 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 138,701 $2.58M 0.38% +8,770 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 136,386 $2.53M 2.02% -987 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 131,077 $2.43M 1.4% +22,985 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 126,728 $2.35M 0.07% +949 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 126,388 $2.35M 0.31% +15,674 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 123,346 $2.29M 0.26% +1,908 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 115,175 $2.14M 0.05% +747 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 106,492 $1.98M <0.01% -6,423 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 104,758 $1.95M 1.43% +3,663 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 101,523 $1.89M 1.52% +10,067 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 98,956 $1.84M 0.47% -3,050 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 94,773 $1.76M 1.18% +1,241 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 90,240 $1.68M <0.01% +10,924 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 87,350 $1.62M 0.35% +988 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 87,016 $1.62M 0.05% +4,159 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 86,226 $1.6M 0.4% +3,341 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 85,737 $1.59M 0.03% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 83,425 $1.55M 1.12% +4,022 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 82,099 $1.52M 0.23% -9,338 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 80,914 $1.5M 0.43% +8,936 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 78,604 $1.46M <0.01% -15,855 13F-HR/A Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 78,132 $1.45M 0.49% +5,500 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 77,755 $1.44M 0.15% -1,335 13F-HR/A Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 77,459 $1.44M 0.19% -5,265 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 75,600 $1.4M 0.24% -1,976 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 74,276 $1.38M 0.42% +10,987 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 73,173 $1.35M 0.37% -79,186 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 68,041 $1.26M 0.43% +210 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 68,030 $1.26M 0.56% +483 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 67,186 $1.25M 0.14% +4,521 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 66,896 $1.24M 0.02% +44,162 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 65,332 $1.21M 1.13% +2,712 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 64,924 $1.21M 0.26% +9,619 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 63,754 $1.18M 0.1% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 59,117 $1.1M 0.33% +8,457 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 58,665 $1.09M 0.06% +1,090 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 57,364 $1.07M <0.01% -84,397 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56,051 $1.04M 0.01% +6,119 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 55,844 $1.04M 0.01% +857 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 54,320 $1.01M 0.56% +3,165 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 53,824 $1000K 0.36% -1,331 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 52,165 $969K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 52,047 $967K <0.01% +2,088 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 51,798 $962K 0.21% +1,873 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 51,554 $958K 0.24% +3,767 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 51,043 $948K 0.28% +2,896 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 50,699 $942K 0.01% +22,226 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 50,247 $933K 0.1% +13,440 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 48,079 $897K 0.04% +7,963 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 48,174 $895K 0.02% -767 13F-HR Timeline Group Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 47,971 $891K 0.14% +13,242 13F-HR Timeline 4Thought Financial Group Inc. 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