Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,832,928 $177M 1.3% +188,508 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,675,438 $126M 0.01% +621,894 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,287,858 $70.3M 0.02% +337,097 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,510,216 $57.5M 0.01% +902,346 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,071,589 $50.3M 0.84% +628,502 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,445,458 $40.1M <0.01% +327,111 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,400,792 $39.3M 1.03% -287,929 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,395,263 $39.2M 3.04% +147,385 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,184,082 $35.8M 0.01% +172,018 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/ 2,180,731 $35.7M <0.01% +132,330 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,820,580 $29.8M <0.01% +521,301 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,645,463 $27M <0.01% +262,880 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,578,888 $25.9M 1.58% +119,038 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,568,920 $25.7M 0.11% +61,993 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,335,960 $21.9M 2.71% +25,083 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,311,336 $21.5M 0.02% +47,632 13F-HR Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 1,303,900 $21.4M 5.27% +113,813 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,255,637 $20.6M 0.12% +1,232,281 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,149,628 $18.8M 1.48% +174,678 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,054,065 $17.3M 0.02% +66,855 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,032,789 $16.9M 0.03% +38,265 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 991,889 $16.3M 6.79% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 974,092 $16M 0.06% +74,971 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 846,268 $13.9M 1.56% +258,848 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 750,708 $12.3M <0.01% +126,966 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 688,529 $11.3M <0.01% +107,246 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 666,947 $10.9M 0.36% +17,343 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 663,366 $10.9M 2.79% +25,022 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 653,039 $10.7M 0.17% +230,971 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 622,503 $10.2M 2.43% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 612,339 $10M 0.04% +21,142 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 602,856 $9.88M 0.42% -2,021,485 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 588,199 $9.64M 2.89% +71,326 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 586,699 $9.61M 2.22% +16,010 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 549,842 $9.01M 0.11% +32,926 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 549,142 $9M 0.57% +22,922 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 548,314 $8.98M +349,943 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 548,149 $8.98M 0.01% +29,330 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 512,472 $8.39M <0.01% +267,232 13F-HR Timeline Group KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 488,157 $8M 1.35% -3,153 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 485,744 $7.96M 0.01% +78,558 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 477,244 $7.82M 0.14% +43,667 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 476,339 $7.8M 0.8% +24,411 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 464,246 $7.61M 0.02% +82,554 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 453,793 $7.44M 0.03% -171,330 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 422,257 $6.92M 2.41% +380,668 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 409,510 $6.71M 1.43% -76,225 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 409,467 $6.71M +45,098 Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 395,166 $6.47M 2.14% +4,780 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 374,288 $6.13M 0.12% +28,555 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 372,853 $6.11M 4.65% +1,361 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 369,076 $6.05M 0.01% +322,528 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 347,477 $5.69M 0.07% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 325,887 $5.34M <0.01% +70,762 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 312,326 $5.12M 0.92% +6,866 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 303,722 $4.98M 3.56% +15,865 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 301,790 $4.94M 0.06% +14,149 13F-HR Timeline Group MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 268,400 $4.4M 0.9% +19,966 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 263,721 $4.32M 1.01% +1,009 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 254,286 $4.17M 2.21% +9,638 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 249,394 $4.09M 1.34% +35,154 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 221,568 $3.63M 0.26% +18,723 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 220,534 $3.61M 0.05% +12,232 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 215,472 $3.53M 0.42% -5,423 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 202,533 $3.32M 2.68% +14,425 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 194,069 $3.18M 2.32% +7,409 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 193,037 $3.16M 1.99% +7,055 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 180,949 $2.96M 1.63% +1,826 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 176,932 $2.9M 0.06% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 175,107 $2.87M 1.35% -186,614 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 174,505 $2.86M 0.06% +58,703 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 164,328 $2.69M <0.01% +24,563 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 157,448 $2.58M 0.34% +88,796 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 155,151 $2.54M 0.22% +37,431 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 153,900 $2.52M 0.02% +11,311 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 153,564 $2.52M 0.22% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 152,960 $2.51M 0.01% +37,361 13F-HR/A Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 150,853 $2.47M 1.28% new 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 145,019 $2.38M 0.33% +17,416 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 134,666 $2.21M <0.01% +11,842 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 120,387 $1.97M 0.01% -4,790 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 120,277 $1.97M 0.23% +4,666 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 114,515 $1.88M 0.13% +62,875 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 100,019 $1.64M 0.22% -4,880 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 98,384 $1.61M 0.4% +4,999 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 94,920 $1.56M 0.18% +9,550 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 92,889 $1.52M 0.22% +32,224 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 90,601 $1.48M 0.42% +10,188 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 90,215 $1.48M 0.32% +1,053 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 89,745 $1.47M 0.23% +24,997 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 88,397 $1.44M <0.01% -2,600 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 84,791 $1.39M 1.01% +3,206 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 83,666 $1.37M 0.02% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 80,448 $1.32M 0.14% -2,417 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 77,859 $1.28M 0.01% +11,778 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 77,649 $1.27M 1.13% +15,839 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,423 $1.19M 0.01% +3,265 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 70,825 $1.16M 0.82% +6,681 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69,877 $1.14M <0.01% +6,489 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 68,552 $1.12M <0.01% -6,606 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 66,402 $1.09M 0.01% -102,932 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 66,304 $1.09M 0.37% +5,999 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 62,568 $1.03M 0.11% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 61,367 $1.01M 0.25% +4,439 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 61,145 $1M 0.26% +11,380 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 60,188 $986K <0.01% +20,728 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 59,134 $969K <0.01% +4,158 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 57,118 $936K 0.03% +12,430 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 55,212 $905K 0.01% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 54,044 $886K 0.22% +1,898 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 51,096 $837K 0.01% +4,613 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 48,975 $802K 0.07% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 47,485 $777K 0.01% +898 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 45,594 $747K 0.04% +33,897 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 45,249 $741K 0.05% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 41,278 $676K 0.06% +3,898 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 41,184 $675K 0.24% +6,373 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 40,503 $664K 0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 39,850 $653K 0.01% +818 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 37,325 $614K 0.02% +9,235 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 35,300 $578K 0.01% 0 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 34,452 $564K 0.17% +5,347 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 34,399 $564K 0.15% -8,805 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33,476 $548K 0.01% +12,841 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 32,840 $534K 0.08% +430 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 31,526 $517K 0.13% -40,546 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 31,488 $516K <0.01% +17,865 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 31,187 $511K 0.25% +1,264 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 31,016 $508K -827,270 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,761 $504K 0.01% +7,505 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29,000 $475K 0.03% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 27,942 $458K 0.15% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 26,263 $430K 0.24% +1,807 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 25,908 $424K 0.04% +128 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 25,831 $423K 0.01% +14,332 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,376 $399K <0.01% +3,954 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 22,177 $363K 0.25% +1,959 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 22,129 $363K 0.29% -825 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 22,042 $361K 0.08% +3,760 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 21,850 $358K 0.02% +1,200 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 21,421 $351K 0.29% +3,270 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 20,733 $340K 0.12% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 20,634 $338K 0.06% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 20,510 $336K 0.12% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,367 $334K <0.01% +650 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,767 $324K 0.04% +231 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 19,698 $323K 0.05% -32 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,817 $308K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,775 $308K <0.01% +243 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,484 $303K 0.02% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 18,015 $295K 0.13% +211 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,634 $289K 0.08% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 17,427 $286K 0.01% -610 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 16,801 $275K 0.02% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 16,600 $272K 0.06% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,283 $267K <0.01% +1,844 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 16,131 $264K 0.06% -4,021 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,961 $262K 0.01% +3,448 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 15,000 $246K 0.04% -8,194 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,856 $243K 0.01% +173 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,079 $231K <0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,575 $222K 0.03% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,453 $220K 0.02% -1,394 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 13,238 $217K 0.13% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,862 $211K <0.01% -64,503 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,623 $207K <0.01% +555 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 12,206 $200K 0.04% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,124 $199K 0.01% -220 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 12,035 $197K 0.05% -1,849 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 12,000 $197K 0.08% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,792 $193K <0.01% -14,280 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,638 $191K <0.01% +591 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,595 $190K 0.02% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,503 $188K <0.01% new 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 11,454 $188K 0.05% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 11,370 $186K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,219 $184K <0.01% -1,490 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,889 $178K 0.02% -267 13F-HR Timeline Yoder Wealth Management, Inc. 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