Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,225,071 $74.7M 10.59% -105,046 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,405,897 $55.8M 0.01% +40,846 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,351,333 $54.5M 0.01% -38,639 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,463,565 $33.9M <0.01% -85,953 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,256,808 $29.1M 0.03% +58,296 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,055,616 $24.5M <0.01% +22,246 13F-HR/A Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,039,243 $24.1M 4.31% +46,663 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,021,704 $23.7M 1.41% +115,139 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 759,334 $17.6M 3.96% +23,796 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 752,293 $17.4M 0.03% +82,405 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 623,416 $14.4M 0.02% +187,703 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 547,860 $12.7M 0.11% +8,700 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 473,691 $11M 0.3% +44,741 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 453,955 $10.5M <0.01% +384,294 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 445,230 $10.3M 0.33% -72,362 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 438,485 $10.2M 1.29% +51,104 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 422,338 $9.81M 2.21% -13,958 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 486,104 $9.49M 1.58% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 399,427 $9.26M 1.62% -27,343 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 394,158 $9.14M 0.06% -14,786 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 375,681 $8.7M <0.01% +96,617 13F-HR/A Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 369,699 $8.57M 0.62% +6,341 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 360,465 $8.35M 0.19% +16,404 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 358,722 $8.31M 0.24% +7,690 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 350,008 $8.11M 0.03% -2,675 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 341,778 $7.92M 0.19% -373,693 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 332,780 $7.71M 3.24% +24,347 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 309,441 $7.17M <0.01% -806,880 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 290,494 $6.73M 0.01% -8,704 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 282,000 $6.54M 0.02% -20,627 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 267,933 $6.21M 0.99% -32,699 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 266,906 $6.19M 0.78% -68,129 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 266,522 $6.18M 0.02% -31,749 13F-HR Timeline Group Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 226,372 $5.25M 5.2% -50,667 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 222,218 $5.15M 5.18% -71,767 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 209,683 $4.86M 0.1% +10,019 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 206,116 $4.78M 0.88% +37,440 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 202,241 $4.69M 3.6% -1,594 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 200,603 $4.63M <0.01% +7,958 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 191,104 $4.43M 1.86% +13,007 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 190,491 $4.41M 0.05% +9,688 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 173,100 $4.01M 0.43% -27,995 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 166,241 $3.85M <0.01% -6,269 13F-HR Timeline Group Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 162,799 $3.77M 3.26% 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 159,860 $3.7M 0.77% +4,615 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/ 157,667 $3.65M <0.01% -289,841 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 157,394 $3.65M 0.06% -12,488 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 155,423 $3.6M 0.02% +1,929 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 152,380 $3.53M 0.02% +1,908 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 144,033 $3.34M 0.01% +56,132 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 143,152 $3.32M 1.14% +6,197 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 139,197 $3.23M <0.01% new 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 137,419 $3.19M 0.38% -95 13F-HR Timeline Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 137,419 $3.19M 9.39% 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 133,383 $3.09M 1.93% +7,803 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 132,545 $3.07M 0.02% -26,534 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 119,356 $2.77M 1.84% -1,134 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 115,061 $2.67M 0.03% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 107,071 $2.48M 0.76% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 105,792 $2.45M <0.01% +23,156 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 103,450 $2.4M <0.01% +10,532 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 93,983 $2.18M 0.83% +8,304 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 93,723 $2.17M 1.14% -5,970 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 90,955 $2.11M 1.58% -15,749 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 87,383 $2.03M 0.4% -3,448 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 87,332 $2.02M 1.99% +7,176 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 86,862 $2.01M <0.01% -7,147 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 84,265 $1.95M 0.01% +23,747 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 83,178 $1.93M 0.27% -2,219 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82,996 $1.92M 0.01% +6,108 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 82,192 $1.9M 0.05% +37,476 13F-HR Timeline Group Paradiem, LLC More: the full row for Paradiem, LLC 77,756 $1.8M 0.4% -17,208 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 73,172 $1.7M 0.49% +1,173 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 72,829 $1.69M 0.04% -52,563 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 71,185 $1.65M 0.97% -54,711 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 68,760 $1.59M 0.9% +14,041 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 64,423 $1.49M 0.27% +5,855 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 62,149 $1.44M 0.2% +160 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 61,773 $1.44M 0.39% +9,316 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 61,696 $1.43M 0.5% -2,170 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 60,814 $1.41M 0.29% +2,081 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58,529 $1.36M 0.03% -9,329 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 58,022 $1.34M 0.62% +1,716 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 53,780 $1.25M 0.07% +10,776 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 52,384 $1.21M <0.01% 0 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 52,041 $1.21M 0.24% -914 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 48,700 $1.13M <0.01% -13,669 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 48,173 $1.12M 0.17% -132,083 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 47,581 $1.1M 0.07% +550 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 45,180 $1.05M <0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,252 $1M 0.01% +4,908 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 42,049 $977K 0.55% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 41,161 $954K <0.01% new 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 38,912 $902K 0.81% +3,328 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 36,432 $844K 0.69% +3,680 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 34,765 $806K 0.04% +16 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 33,881 $785K 0.6% +2,195 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 31,546 $731K 0.21% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 30,566 $708K 0.86% +669 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,359 $704K 0.02% +72 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 30,062 $697K 0.16% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 30,047 $696K 0.44% +640 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 29,230 $677K 0.01% -4,012 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,916 $670K 0.02% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,693 $642K <0.01% -28,247 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 25,239 $585K 0.32% -188 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 25,175 $583K 0.12% -816 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 25,017 $580K 0.04% +709 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 24,992 $579K 0.35% -4,359 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,722 $573K 0.01% -3,448 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23,136 $536K 0.01% -1,500 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 22,962 $532K 0.01% -57,985 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 22,508 $522K 0.23% -9,398 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,447 $520K <0.01% +2,585 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 22,357 $518K 0.04% +2,926 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 22,062 $511K 0.25% -92 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 21,800 $505K 0.2% -450 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 21,742 $504K 0.01% -3,031 13F-HR Timeline Group Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 21,714 $503K 0.34% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 21,636 $501K 0.11% -3,516 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,612 $501K <0.01% -21,892 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 21,500 $498K 0.03% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 20,553 $476K 0.06% +2,402 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,505 $475K <0.01% -418 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 20,328 $471K 0.19% +156 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 19,140 $444K 0.03% +503 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,310 $424K 0.02% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,762 $388K <0.01% -816 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,211 $376K <0.01% +186 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 16,152 $374K 0.01% -2,571 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,773 $366K <0.01% -3,892 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 15,537 $360K 0.02% -2,648 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,510 $359K 0.01% +7 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 15,428 $358K 0.02% +12,858 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 14,674 $340K 0.09% -3,228 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,342 $335K <0.01% -9,950 13F-HR Timeline Group Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 13,964 $324K 0.18% +417 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,432 $311K <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,013 $302K 0.02% 0 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,972 $301K 0.02% -663 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 12,786 $296K 0.12% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,541 $291K 0.06% -10,391 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,475 $289K 0.03% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,054 $279K 0.03% -1,764 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,832 $274K <0.01% -450,095 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 11,425 $265K 0.12% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,121 $258K <0.01% -19,931 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 11,035 $256K 0.1% +1,314 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,684 $248K <0.01% -2,795 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 10,557 $245K 0.13% -1,633 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,407 $241K 0.03% -1,190 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,398 $241K 0.18% -436 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,965 $231K <0.01% -1,000 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,446 $219K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,254 $214K <0.01% +111 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 9,039 $209K 0.11% -180 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,000 $209K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,456 $173K 0.03% +6 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 $148K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,208 $143K <0.01% new 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,063 $141K 0.01% -2,741 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,807 $111K 0.01% +857 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,875 $89.8K <0.01% +271 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,819 $88.5K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 3,386 $78.5K 0.07% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,250 $75.3K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,172 $73.5K <0.01% -1,924 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,163 $73.3K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,014 $69.8K 0.02% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,359 $54.7K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,232 $51.7K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,200 $51K 0.02% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,077 $48.1K 0.14% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,042 $47K <0.01% +28 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,783 $41.3K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,565 $36.3K 0.03% -215 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,470 $34.1K <0.01% new 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,227 $28.4K 0.02% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 958 $22.2K <0.01% -230,935 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 640 $14.8K 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% +7 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 428 $9.92K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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