LPL Financial LLC More: the full row for LPL Financial LLC 4,993,050 $165M 0.04% +2,214,945 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,271,206 $108M 0.03% +966,359 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,663,298 $88.2M 0.13% +294,816 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,197,241 $72.8M 1.23% +554,486 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,733,573 $57.4M 0.01% +914,088 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,307,116 $43.3M 0.06% +526,018 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,236,485 $40.9M -7,814 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,131,539 $37.5M 0.28% +17,383 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 997,667 $33M 0.01% +598,794 13F-HR/A Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 992,381 $32.9M 2.74% -40,285 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 827,453 $27.4M 0.03% +255,218 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 825,821 $27.3M 3.39% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 730,725 $23.5M 0.01% +473,825 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 605,396 $20M 0.05% +93,084 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 565,565 $18.7M 0.05% +48,740 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 555,174 $18.4M 0.11% +211,916 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 527,417 $17.5M 0.06% +43,661 13F-HR/A Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 520,740 $17.5M 4.84% +104,643 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 496,769 $16.4M 0.02% +32,656 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 490,501 $16.2M 0.08% +290,113 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 471,124 $15.6M 0.5% +422,564 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 403,474 $13.4M 0.01% +73,612 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 400,919 $13.3M 1.02% +79,283 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 360,747 $11.9M 1.36% -14,481 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 330,562 $10.9M 0.74% +128,602 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 297,561 $9.85M 0.4% -3,256 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 245,979 $8.14M 0.04% +4,488 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 234,621 $7.86M 0.07% +11,011 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 209,118 $6.92M 0.16% +78,403 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 199,731 $6.61M 0.26% +44,490 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 195,999 $6.37M 0.04% +144,160 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 169,581 $5.61M 0.12% +108,204 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 166,236 $5.5M 0.4% +84,426 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 163,588 $5.42M 0.03% +52,351 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 161,174 $5.34M 1.81% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 160,942 $5.33M 0.03% +135,144 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 159,140 $5.27M 2.86% +7,589 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 156,207 $5.17M 1.51% +25,939 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 142,056 $4.73M 1.06% +24,881 13F-HR/A Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 141,769 $4.69M 3.01% +30,726 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 137,683 $4.56M 0.01% -18,470 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 135,598 $4.49M 2.51% +103,367 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 133,997 $4.44M 0.06% +19,133 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 130,657 $4.33M 0.01% -300 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 123,631 $4.09M 0.07% +79,440 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 116,755 $3.87M 0.56% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 116,430 $3.86M 0.03% +23,701 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 105,872 $3.51M 0.47% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 102,360 $3.39M +28,086 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 92,165 $3.05M 0.01% +33,586 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 90,337 $2.99M <0.01% -90,444 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 88,800 $2.94M 1.09% +37,322 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 87,606 $2.9M 0.09% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 80,363 $2.66M 0.04% +13,744 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 76,010 $2.52M <0.01% +54,811 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 75,563 $2.5M <0.01% +28,417 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 74,141 $2.45M <0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 73,410 $2.43M 0.22% -680 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71,246 $2.36M 0.04% +50,525 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 70,116 $2.32M 0.13% +5,525 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 69,007 $2.28M 0.13% +81 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 59,824 $1.98M 0.02% +21,670 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,281 $1.93M <0.01% +6,648 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 53,885 $1.79M 0.66% new 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 53,517 $1.77M 0.45% +37,577 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 50,609 $1.76M 0.1% +35,776 13F-HR/A Timeline CMC Financial Group More: the full row for CMC Financial Group 52,830 $1.75M 3.54% -59,974 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 50,260 $1.66M 0.02% new 13F-HR Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 49,882 $1.65M +27,853 Timeline Betterment LLC More: the full row for Betterment LLC 49,757 $1.65M <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 48,351 $1.6M 0.04% +24,163 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 47,719 $1.58M 0.18% +2,802 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 47,238 $1.56M 0.04% +19,053 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 47,190 $1.56M 0.11% new 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 45,588 $1.51M 0.75% +8,669 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 45,155 $1.5M 0.32% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 41,869 $1.39M 0.51% +6,454 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 40,992 $1.36M 0.02% +6,593 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 40,128 $1.33M <0.01% +20,000 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 39,706 $1.31M 0.02% +5,467 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 39,288 $1.3M 0.04% +31,873 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 37,972 $1.26M <0.01% +21,474 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 34,405 $1.14M 0.5% +18,939 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 34,288 $1.14M 0.04% +3,228 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 32,733 $1.08M 0.05% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 32,599 $1.08M <0.01% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 31,806 $1.05M 0.46% +1,500 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 31,032 $1.03M 0.01% +3,778 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,030 $1.03M 0.03% +24,570 13F-HR/A Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 30,669 $1.02M 0.17% +1,828 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 29,614 $981K 0.43% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 29,249 $968K 0.62% +15,803 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 26,045 $862K 0.04% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 25,188 $834K 0.03% +3,403 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 23,855 $790K 0.03% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 23,736 $786K 0.17% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,121 $766K 0.01% -244 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,828 $761K <0.01% +11,836 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 22,562 $747K 0.39% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,469 $711K <0.01% +6,609 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 21,818 $709K 0.07% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 20,803 $689K 0.29% +4,484 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,632 $683K 0.03% +10,102 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,184 $668K 0.01% +12,271 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 17,525 $612K 0.13% +6,045 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 18,284 $605K 0.23% +2,725 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,687 $586K 0.01% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 17,431 $577K 0.08% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,831 $557K 0.03% +1,239 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,717 $553K <0.01% +1,034 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 16,649 $551K 0.26% +533 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,393 $543K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,255 $538K <0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,072 $532K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,516 $514K 0.05% +2,716 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 15,382 $509K 0.15% new 13F-HR/A Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 14,424 $478K 0.11% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,291 $473K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,291 $473K 0.03% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 13,422 $444K 0.11% +5,937 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,157 $436K 0.03% +655 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 12,800 $424K 0.26% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,578 $416K 0.21% +1,050 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,341 $409K 0.01% +862 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 12,218 $405K 0.04% -71 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,029 $398K 0.06% +3,567 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,466 $380K <0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,392 $377K 0.02% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 11,025 $365K 0.06% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 10,336 $365K 0.09% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,907 $361K <0.01% +1,776 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,733 $355K 0.03% +2,415 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,697 $354K 0.01% +4,521 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,218 $338K 0.08% +16 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 9,563 $317K 0.08% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,481 $314K 0.01% -30,697 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,057 $300K <0.01% +725 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,016 $298K 0.02% -1,837 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,860 $293K <0.01% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,832 $292K 0.14% -54 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 8,507 $282K 0.24% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 8,500 $281K 0.26% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,435 $279K <0.01% new 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,335 $276K 0.04% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,191 $271K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,185 $271K 0.07% new 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 8,010 $265K 0.36% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,960 $264K 0.01% +313 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,928 $263K 0.01% +845 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 7,668 $255K 0.11% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,660 $254K 0.04% +4,410 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,025 $233K 0.03% new 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 6,799 $225K 0.24% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,513 $216K <0.01% +282 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,450 $214K 0.01% +4,750 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,227 $206K <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,095 $202K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,880 $162K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,803 $159K 0.06% +2,707 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,200 $106K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,000 $99.3K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,975 $98.5K 0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,950 $97.7K 0.05% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 2,530 $83.8K 0.07% -54 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,231 $73.9K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,100 $69.5K <0.01% +1,400 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,861 $61.6K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,366 $45.2K <0.01% +300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,094 $36.2K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,070 $35K <0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 948 $31.4K 0.03% 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 886 $29.3K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 796 $26.4K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 755 $24.2K <0.01% -265 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 617 $19.8K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 500 $16.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 481 $15.9K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 462 $15.5K <0.01% +329 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 356 $11.8K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 338 $11.2K 0.01% +12 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 337 $11.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 253 $8.39K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 205 $6.79K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 35 $1.16K <0.01% 0 13F-HR Timeline