Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,714,747 $62.3M 7.63% -510,324 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,925,101 $44.2M 0.01% -426,232 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,362,754 $31.3M <0.01% -100,811 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,236,482 $28.4M 0.03% -20,326 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 924,269 $21.2M <0.01% -131,347 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 845,074 $19.4M 0.02% +92,781 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 830,303 $19.1M 0.01% +802,610 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 666,309 $15.3M 3.13% -93,025 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 598,587 $13.7M 0.02% -24,829 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 598,155 $13.7M <0.01% -1,807,742 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 560,867 $12.9M 0.08% +13,007 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 507,769 $11.7M 0.29% +34,078 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 441,155 $10.1M 1.17% +2,670 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 432,891 $9.94M <0.01% -21,064 13F-HR Timeline Group Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 428,119 $9.83M 2.27% +5,781 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 377,575 $8.67M 0.05% -16,583 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 361,418 $8.3M 1.37% -677,825 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 346,898 $7.96M 0.03% -3,110 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 340,946 $7.83M 0.16% -832 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 329,412 $7.56M 0.2% -115,818 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 320,516 $7.36M 0.02% +38,516 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 311,813 $7.16M 2.71% -20,967 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 293,559 $6.74M 0.01% +3,065 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 293,250 $6.73M <0.01% +252,089 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 273,030 $6.27M <0.01% -36,411 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 255,611 $5.87M 0.12% -104,854 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 230,792 $5.3M <0.01% -144,889 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 230,453 $5.29M 0.83% -168,974 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 226,152 $5.19M 0.09% +16,469 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 221,775 $5.09M 0.8% +15,659 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 216,754 $4.98M 0.02% +72,721 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 211,404 $4.85M 1.79% +20,300 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 211,184 $4.85M 0.02% +78,639 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 209,063 $4.8M <0.01% +8,460 13F-HR Timeline Group BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 197,933 $4.54M 4.06% -24,285 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 196,417 $4.51M 0.05% +5,926 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 189,443 $4.35M 2.92% -12,798 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 178,694 $4.1M 3.64% -47,678 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 175,895 $4.03M 1.09% +114,122 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 171,667 $3.94M <0.01% +5,426 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 166,621 $3.82M 0.53% -101,312 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 162,149 $3.72M 0.62% +2,289 13F-HR/A Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 158,727 $3.64M 2.67% -4,072 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 155,441 $3.57M 0.02% +18 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 155,192 $3.56M 2.05% +21,809 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 155,011 $3.56M 0.05% -2,383 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/ 153,950 $3.53M <0.01% -3,717 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 147,878 $3.39M 0.38% -119,028 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 144,099 $3.31M 1.03% +947 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 138,166 $3.17M 0.01% -14,214 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 127,965 $2.94M 0.28% -45,135 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 116,206 $2.67M 0.25% -21,213 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 110,818 $2.54M 0.89% +16,835 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 110,373 $2.53M <0.01% +6,923 13F-HR Timeline Group Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 108,725 $2.5M 3.6% -28,694 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 99,214 $2.28M 0.64% -7,857 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 96,442 $2.21M 0.01% +47,742 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 88,387 $2.03M 0.54% +15,215 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 87,956 $2.02M 1.83% +624 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 86,302 $1.98M 0.24% +3,124 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,176 $1.96M 0.01% +2,180 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 78,967 $1.81M <0.01% -7,895 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 77,664 $1.78M 0.32% -9,719 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 74,804 $1.72M 0.37% -2,952 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 67,496 $1.55M 1.1% -23,459 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 66,976 $1.54M 0.34% +35,430 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 65,178 $1.5M 0.79% -3,582 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 63,641 $1.46M 0.24% -782 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 61,432 $1.41M 0.07% +7,652 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 61,025 $1.4M 0.43% -671 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 58,865 $1.35M 0.56% +843 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 58,623 $1.35M <0.01% -25,642 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 56,304 $1.29M 0.16% -5,845 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 53,906 $1.24M 0.02% -18,923 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 52,588 $1.2M 0.63% -18,597 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 51,384 $1.18M 0.01% -1,000 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 50,797 $1.17M 0.22% -1,244 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 48,734 $1.12M 0.02% -9,795 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 45,652 $1.05M 0.15% -2,521 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 45,180 $1.04M <0.01% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 44,710 $1.03M 0.03% +15,794 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 43,464 $998K 0.58% +13,417 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 42,049 $965K 0.5% 0 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 41,462 $952K 0.77% +2,550 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 38,956 $894K 0.18% -21,858 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 38,923 $893K 0.01% -4,329 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 37,000 $849K 0.62% +568 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 36,493 $838K 0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 33,866 $777K 0.04% -13,715 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 33,813 $776K 0.03% -952 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 32,308 $742K 0.54% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 30,440 $699K 0.99% -126 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,892 $686K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,156 $669K 0.01% +4,434 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 28,786 $661K 0.14% -1,276 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 27,317 $627K 0.01% -1,913 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27,191 $624K 0.01% -3,168 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 26,985 $619K 0.34% -6,896 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 25,386 $583K <0.01% -80,406 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 25,239 $579K 0.29% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 24,997 $574K 0.03% -20 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 24,304 $558K 0.01% -57,888 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 23,687 $544K 0.3% -1,305 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23,136 $531K 0.01% 0 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 22,965 $527K 0.25% +903 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 22,620 $519K 0.04% +263 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,447 $515K <0.01% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 22,222 $510K 0.21% -286 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 21,800 $500K 0.19% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 21,714 $498K 0.28% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 21,045 $483K 0.23% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 20,532 $471K 0.05% -21 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,512 $471K <0.01% +7 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 20,474 $470K 0.01% -1,268 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 20,428 $469K 0.17% +100 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,802 $455K <0.01% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 19,503 $448K 0.03% +363 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 19,413 $446K 0.26% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 19,173 $440K 0.08% -2,463 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 18,037 $414K 0.07% +5,496 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,142 $393K <0.01% +3,710 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,943 $389K 0.1% -8,232 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,785 $385K <0.01% +23 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,191 $372K <0.01% -20 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,089 $369K <0.01% +316 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,518 $356K <0.01% +8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 15,428 $354K 0.02% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 14,784 $339K 0.09% +110 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,584 $335K <0.01% -124,613 13F-HR Timeline Group Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 13,154 $302K 0.14% -810 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 12,701 $292K 0.04% -85 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 12,644 $290K 0.09% +1,609 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,475 $286K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,267 $282K 0.01% -3,270 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,594 $266K 0.03% -460 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 11,425 $262K 0.1% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,346 $260K 0.02% -1,667 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,757 $247K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,732 $246K <0.01% +48 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,631 $245K 0.01% -7,679 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,199 $234K 0.01% -2,773 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,192 $234K <0.01% -4,150 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,112 $232K 0.17% -286 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,929 $228K <0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,686 $222K 0.02% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,575 $220K 0.02% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,446 $217K <0.01% 0 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,345 $215K 0.03% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,222 $212K <0.01% -32 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,097 $209K 0.02% -1,310 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,000 $207K 0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,965 $206K <0.01% -1,000 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,431 $194K <0.01% -2,690 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,117 $163K 0.02% -339 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,402 $147K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,807 $110K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,819 $87.7K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,714 $85.2K <0.01% -2,494 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,432 $78.8K <0.01% -443 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,250 $74.6K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,172 $72.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,209 $50.7K <0.01% -954 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,966 $45.1K <0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,964 $45.1K 0.01% -395 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,861 $42.7K <0.01% -216 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,783 $40.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,458 $33.5K <0.01% -12 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,305 $30K <0.01% -737 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,300 $29.8K 0.01% -900 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,227 $28.2K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,185 $27.2K <0.01% +1,173 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,008 $23.1K <0.01% +808 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 964 $22.1K <0.01% 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 640 $14.7K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 506 $11.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 426 $9.78K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 403 $9.25K <0.01% -5,660 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 403 $9.25K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 273 $6.27K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 192 $4.41K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 155 $3.56K <0.01% -29 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 129 $2.96K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 125 $2.87K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 101 $2.32K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50 $1.15K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26 $597 <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 7 $161 <0.01% 0 13F-HR Timeline