MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,074,748 $93.1M 0.01% +651,372 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,704,806 $67.9M 0.42% +2,937,232 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,494,838 $64.1M 0.02% 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,988,811 $54.8M 0.02% +1,142,817 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,836,756 $52M 0.79% +133,744 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,715,053 $49.8M 0.59% +552,278 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,299,634 $42.2M 0.01% +549,179 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,207,836 $40.5M 1.48% +238,406 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,012,301 $36.9M 2.78% +1,184,100 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,917,332 $35.2M 0.01% +670,011 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/ 1,731,428 $31.8M <0.01% +379,653 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,594,404 $29.2M 0.01% +235,349 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,572,341 $28.8M 0.01% +400,309 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,470,101 $27M 0.01% +625,303 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,343,717 $24.6M 0.36% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,189,114 $21.8M 0.16% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,157,841 $21.2M 0.06% -3,585 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,065,827 $19.5M 0.02% +55,246 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,064,744 $19.5M 3.26% +377,912 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 916,589 $16.8M 0.98% +73,417 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 914,536 $16.8M 0.38% +67,117 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 817,894 $15M 5.14% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 817,497 $15M 0.2% new 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management ⦠More: the full row for Motley Fool Wealth Management, LLC 745,907 $13.7M 0.7% -28,561 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 677,785 $12.4M 1.31% +218,467 13F-HR/A Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 662,776 $12.2M 4.36% -920 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 621,148 $11.4M 0.03% +223,105 13F-HR/A Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 569,423 $10.4M 0.81% +416,623 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 563,365 $10.3M 0.04% +18,044 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 542,801 $9.95M 0.02% +483,028 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 541,762 $9.94M 0.45% +21,635 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 491,569 $9.02M 1.68% +147,656 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 487,342 $8.94M 3.78% +92,849 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 486,746 $8.93M 0.7% +14,521 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 486,229 $8.92M 0.03% +356,103 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 458,742 $8.41M 2.95% -1,622 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 436,880 $8.01M 0.02% +75,212 13F-HR/A Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 426,450 $7.82M 3.18% +98,000 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 383,545 $7.03M 0.14% +154,421 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 367,106 $6.73M 0.11% -950 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 351,950 $6.46M 0.15% +322,550 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 351,044 $6.44M 0.27% -57,547 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 350,258 $6.42M +40,822 Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 345,389 $6.33M 1.69% +62,691 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 325,786 $5.97M 0.86% +4,608 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 314,643 $5.77M 0.01% +145,748 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 308,414 $5.66M 1.22% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 297,044 $5.45M 0.1% -1,381,469 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 296,533 $5.44M 1.39% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 293,982 $5.39M 0.01% +229,690 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 290,699 $5.33M 1.48% +3,665 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 278,775 $5.12M 0.03% +79,872 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 260,113 $4.77M 1.26% +242,913 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 259,345 $4.76M 0.43% new 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 251,999 $4.62M 4.83% 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 235,499 $4.32M 1.07% +57,338 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 223,564 $4.1M 0.02% -257 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 222,108 $4.07M 1.13% +18,857 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 220,799 $4.05M <0.01% +37,529 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 214,066 $3.93M 0.11% +72,733 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 205,333 $3.77M 2.04% -16,795 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 201,993 $3.7M 2.39% +57,628 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 198,133 $3.63M 2.82% +21,498 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 195,639 $3.59M 0.17% +179,010 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 193,433 $3.55M 1.57% +143,085 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 188,937 $3.47M 1.2% new 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 179,540 $3.29M 3.51% 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 173,852 $3.19M 0.51% -25,420 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 171,804 $3.15M 0.44% +14,043 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 164,495 $3.02M 0.08% +4,248 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 163,722 $3M 0.25% +9,767 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 157,911 $2.9M 0.61% +40,429 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 155,325 $2.85M 0.43% +24,591 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 154,078 $2.83M 1.02% -3,995 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 150,596 $2.76M -229,464 Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 150,574 $2.76M 0.18% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 148,182 $2.72M 0.22% +146,594 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L⦠More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 147,662 $2.71M 0.01% +16,879 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 144,075 $2.64M 1.05% new 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 141,716 $2.6M 0.8% -3,690 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 139,569 $2.56M 0.02% +133,885 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 138,159 $2.53M 0.02% +29,028 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 136,621 $2.51M 0.84% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen⦠More: the full row for STEPHENS INC /AR/ 133,629 $2.45M 0.03% +38,371 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 130,829 $2.4M 0.5% +4,738 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 127,456 $2.34M 2.44% +14,864 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 125,390 $2.3M 0.78% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 122,836 $2.25M <0.01% +65,017 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 121,124 $2.22M 2.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 120,606 $2.21M 0.08% +3,061 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 118,587 $2.17M 0.86% +13,690 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 116,203 $2.13M 0.05% +23,427 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 114,425 $2.1M 0.39% -28,346 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 113,690 $2.09M 0.12% +37,889 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 113,356 $2.08M 0.03% +48,753 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 112,266 $2.06M 1.22% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 111,347 $2.04M <0.01% +37,014 13F-HR Timeline Group Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 104,617 $1.97M 0.36% 0 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 99,932 $1.83M 0.19% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 98,910 $1.81M 0.2% +17,194 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 96,227 $1.76M 0.07% +82,604 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 95,613 $1.75M 0.67% 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 91,803 $1.68M 0.04% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 86,524 $1.59M 0.01% +15,044 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 83,994 $1.54M <0.01% +20,047 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 81,611 $1.5M 0.44% +918 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 81,391 $1.49M 0.13% new 13F-HR Timeline Cambridge Investment Research Advisors,⦠More: the full row for Cambridge Investment Research Advisors, Inc. 76,607 $1.41M <0.01% +39,934 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 73,297 $1.34M 0.05% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 71,238 $1.31M 1.31% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 65,154 $1.19M 0.14% +25,887 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 63,777 $1.17M 0.37% +362 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 61,726 $1.13M 0.22% +36,264 13F-HR/A Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 60,431 $1.11M 0.31% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 59,279 $1.09M <0.01% -122,482 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 58,470 $1.07M 1.22% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 56,138 $1.03M 0.14% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 55,329 $1.01M 0.56% +5,128 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 54,274 $995K 0.15% +2,994 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 52,748 $967K 0.17% +35,965 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 52,720 $967K 0.07% +3,015 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 51,944 $953K 0.36% +551 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 51,862 $951K 0.03% +25,559 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 50,710 $930K 0.49% +40,599 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 47,268 $867K 0.34% +17,309 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 46,885 $860K <0.01% +33,327 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 45,959 $843K 0.03% +12,619 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 45,583 $836K 0.01% +10,901 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,007 $825K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44,723 $820K 0.19% +18,010 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 41,728 $765K <0.01% +9,676 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 41,083 $753K 0.03% +10,004 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 39,708 $728K 0.06% +27,076 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 39,612 $726K 0.45% -3,969 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 37,789 $693K 0.08% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 34,325 $630K 0.62% 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 32,916 $604K 0.25% +5,908 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 32,867 $603K 0.01% +2,880 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,615 $598K 0.01% +22,606 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32,712 $598K <0.01% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 32,017 $587K 0.36% +3,590 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,687 $562K 0.01% +4,984 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 30,337 $556K 0.41% +2,343 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN⦠More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,766 $546K <0.01% +3,792 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 29,658 $544K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,553 $524K 0.02% +21,300 13F-HR Timeline Steward Partners Investment Advisory, L⦠More: the full row for Steward Partners Investment Advisory, LLC 28,533 $523K <0.01% -36,826 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 27,500 $504K 0.18% new 13F-HR Timeline TLWM More: the full row for TLWM 27,154 $498K 0.1% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,032 $496K 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,793 $473K 0.01% -1,190 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 25,658 $471K 0.01% +1,675 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 25,551 $469K <0.01% +14,685 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,939 $439K 0.02% new 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 22,604 $415K 0.37% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 22,041 $404K 0.05% +6,671 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 21,853 $401K 0.03% +806 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 21,773 $399K 0.18% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 21,126 $387K 0.08% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,604 $378K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,288 $372K 0.01% +900 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 20,246 $371K 0.14% +4,175 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 19,619 $360K 0.01% +4,031 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 19,330 $355K 0.3% +1,826 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 18,990 $348K 0.18% -6,498 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,900 $347K 0.02% +900 13F-HR/A Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 18,871 $346K 0.1% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,110 $332K <0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 16,870 $309K 0.24% 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 16,742 $307K 0.16% +82 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 16,666 $306K 0.1% +2,879 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 16,637 $305K 0.03% +224 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 16,573 $304K 0.02% -2,913 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,335 $300K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,509 $284K 0.01% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 14,761 $271K 0.12% +198 13F-HR Timeline Tassel Capital Management, Inc. 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