MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,288,748 $156M 0.01% +1,036,113 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,386,183 $120M 0.47% +302,120 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,154,081 $116M 0.02% +920,814 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,001,529 $94.2M 0.03% +316,842 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,348,671 $81.9M 0.02% +600,085 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,667,652 $69.1M 0.59% +180,123 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,400,609 $64.1M 0.81% +279,907 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,905,659 $54.7M 0.01% +233,558 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/ 2,642,172 $49.8M <0.01% +476,822 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,638,426 $49.7M 0.01% +427,905 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,615,214 $49.3M 1.54% -5,735 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,326,988 $43.8M 2.55% +70,206 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,246,389 $42.3M 7.91% +32,393 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,155,733 $40.6M 0.01% +152,082 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,067,834 $38.9M 0.23% +281,044 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,920,628 $36.2M 0.01% +103,777 13F-HR Timeline Group TLWM More: the full row for TLWM 1,464,068 $27.6M 5.05% +1,442,670 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,399,075 $26.4M 0.02% +126,354 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,295,196 $24.4M 1.94% +68,420 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,284,447 $24.2M 0.4% +94,848 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,235,611 $23.3M 0.27% -9,178 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,221,624 $23M 2.21% +72,559 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,048,418 $19.8M 0.03% +54,539 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,021,027 $19.2M 2.67% -22,635 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,001,898 $18.9M 1.96% +163,563 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 949,055 $17.9M 0.04% +25,486 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 944,959 $17.8M 0.33% +89,832 13F-HR Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 939,993 $17.7M 4.93% +16,985 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 887,624 $16.7M 0.03% +30,516 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 878,491 $16.5M 0.03% +856,284 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 848,796 $16M 0.04% +97,419 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 832,472 $15.7M 1.06% +266,798 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 762,738 $14.4M 0.02% +112,942 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 734,881 $13.8M 0.24% +84,794 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 723,538 $13.6M 0.05% -25,217 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 713,716 $13.4M 5.24% +13,355 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 658,780 $12.4M 3.76% +3,733 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 652,689 $12.3M 2.35% +226,705 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 628,242 $11.8M 3.86% +64,520 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 616,952 $11.6M 0.76% +64,459 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 584,484 $11M 0.46% +41,783 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 582,351 $11M +76,558 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 560,124 $10.6M 0.02% new 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 547,487 $10.3M 1.73% +16,292 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 546,592 $10.3M 1.04% +295,928 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 545,748 $10.3M 2.77% +326,818 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 543,164 $10.2M 0.03% -18,678 13F-HR Timeline Group Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 541,528 $10.2M 0.79% -77,503 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 541,414 $10.2M <0.01% +165,149 13F-HR Timeline Group 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 $10.2M 4.86% 0 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 533,784 $10.1M 3% +23,202 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 499,758 $9.41M 1.98% +18,050 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 457,239 $8.61M 0.19% +33,054 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 433,582 $8.17M 1.51% -106,870 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 424,917 $8M <0.01% +73,017 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 416,240 $7.84M 0.04% +35,870 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 411,026 $7.74M 0.09% +19,706 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 409,561 $7.71M 0.21% +19,735 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 391,457 $7.37M 1.62% 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 390,874 $7.37M 1.71% 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 375,562 $7.07M 0.82% +19,286 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 355,700 $6.7M 0.45% +405 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 345,532 $6.51M 0.01% -66,916 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 335,252 $6.31M 0.23% +196,505 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 328,920 $6.2M 1.49% +5,136 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 327,451 $6.17M 2.17% +84,490 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 317,519 $5.98M 3.44% +90,712 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 311,213 $5.86M 3.49% +19,473 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 309,571 $5.84M 1.26% +16,046 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 307,212 $5.79M 0.41% +65,783 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 307,038 $5.78M 0.9% +19,476 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 299,026 $5.63M 0.11% +36,616 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 297,887 $5.61M 0.01% +122,281 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 292,826 $5.52M 1.24% +16,116 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 283,931 $5.35M +46,832 Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 281,486 $5.3M 0.7% +42,011 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 275,437 $5.19M 2.27% +62,610 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 259,905 $4.9M 0.01% -115,557 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 254,999 $4.8M 3.61% +40,711 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 251,108 $4.73M 0.09% +13,528 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 249,425 $4.7M 0.18% +11,802 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 242,782 $4.57M 3.79% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 237,315 $4.47M 0.2% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 228,425 $4.3M 0.02% new 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 223,588 $4.21M 0.48% +7,637 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 218,064 $4.11M 2.73% +2,038 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 214,581 $4.04M 0.05% +28,147 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 211,553 $3.98M 0.02% +1,285 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 207,094 $3.9M 0.03% +32,178 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 204,859 $3.86M 0.02% +116,508 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 204,576 $3.85M 0.09% +17,428 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 201,260 $3.8M 0.01% +17,230 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 199,888 $3.76M 1.63% 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 199,702 $3.76M 0.52% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 197,110 $3.71M 0.28% +3,829 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 191,585 $3.61M 0.01% +32,235 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 183,439 $3.46M 3.15% +2,385 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 182,382 $3.44M 0.04% +20,983 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 181,561 $3.42M 0.06% +2,249 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 178,535 $3.36M 0.96% -8,581 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 176,559 $3.33M 2.09% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 174,544 $3.29M 0.05% +21,361 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 161,452 $3.04M 2.22% +11,253 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 158,548 $2.99M 0.19% -696 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 152,007 $2.86M 0.38% +68,016 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 150,655 $2.84M 0.86% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 145,997 $2.75M 0.68% +16,344 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 145,283 $2.74M 0.46% +468 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 145,041 $2.73M 0.62% new 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 138,261 $2.6M 1.79% +10,282 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 137,367 $2.59M 0.19% +9,558 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 136,796 $2.58M 0.36% +10,091 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 130,363 $2.46M 0.69% -20,755 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 128,735 $2.42M 0.02% +112,713 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 124,710 $2.35M 0.62% -1,666 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 124,305 $2.34M 0.36% +261 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 114,416 $2.16M <0.01% -113,704 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 114,309 $2.15M 1.03% +101,430 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 113,813 $2.14M <0.01% +21,541 13F-HR/A Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 110,535 $2.08M 1.06% +3,890 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 110,381 $2.08M 0.06% +9,022 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 101,803 $1.92M 1.18% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 100,904 $1.9M 0.08% -172,321 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 100,011 $1.88M <0.01% +10,453 13F-HR Timeline Group Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 97,781 $1.84M 0.49% +23,920 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 95,440 $1.8M 0.4% +32,754 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 93,119 $1.75M 0.18% +16,558 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 92,571 $1.74M 1.45% +5,769 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 91,180 $1.72M 0.02% -5,784 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 86,489 $1.63M 1.18% +58,164 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 85,427 $1.61M 0.39% +943 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 83,399 $1.57M 0.2% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 82,785 $1.56M 0.88% +57,907 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 82,046 $1.55M 0.27% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 81,336 $1.53M 0.43% +1,144 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 78,134 $1.47M 0.04% +4,723 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 77,195 $1.45M 0.39% +4,586 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 76,741 $1.45M 1.17% -2,523 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 75,480 $1.42M 0.25% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 75,223 $1.42M 0.19% +6,400 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 74,586 $1.4M 0.16% +305 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 73,652 $1.39M 0.19% +11,689 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 81,922 $1.39M 0.55% -117,293 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 71,762 $1.35M 0.05% +23,753 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 69,841 $1.32M <0.01% +25,302 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 67,074 $1.26M 0.47% +2,386 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 65,486 $1.23M 0.69% +3,126 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 63,754 $1.2M 0.11% +70 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 61,139 $1.15M 1.16% +11 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 60,442 $1.14M 0.14% -140 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 59,248 $1.12M 0.1% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 59,119 $1.11M 0.23% -2,045 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 57,403 $1.08M 0.2% +1,330 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 56,997 $1.07M 0.08% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 56,977 $1.07M 0.41% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 56,863 $1.07M 0.02% -601 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 56,426 $1.06M 0.35% +24,655 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 56,406 $1.06M 0.19% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 55,494 $1.05M <0.01% -6,140 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 53,980 $1.02M 0.06% +1,130 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 50,882 $958K 0.37% +3,540 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 50,314 $948K <0.01% +8,247 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 50,185 $945K 0.37% -436 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 49,784 $938K 0.03% +2,686 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 48,709 $917K <0.01% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 47,260 $890K 0.28% +13,637 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 46,501 $876K 0.12% -1,170 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 45,448 $856K 0.22% +1,080 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 44,035 $829K 0.53% +2,269 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 44,006 $829K <0.01% +10,574 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 43,744 $824K 0.19% +6,153 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 43,262 $815K 0.4% +4,999 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 41,800 $787K 0.48% 0 13F-HR/A Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 40,775 $768K 0.17% +13,275 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,435 $762K 0.02% -2,235 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 40,116 $756K 0.04% +505 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 38,974 $734K 0.03% +6,567 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 38,357 $722K 0.06% +22,771 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 38,010 $716K <0.01% -20,048 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 37,094 $699K 0.4% +2,904 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 36,973 $696K 0.01% +1,344 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 35,822 $675K 0.14% +20,620 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 35,761 $674K 0.24% -651 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 35,422 $667K 0.06% +1,811 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 35,329 $665K 0.2% -29,808 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 34,940 $658K <0.01% +800 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 34,475 $649K 0.05% +18,900 13F-HR Timeline JM2 Capital Inc. 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