MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,363,063 $557M 0.03% +504,794 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/ 7,298,812 $393M 0.03% +198,081 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,246,246 $175M 0.03% +20,143 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,153,138 $116M 0.03% -86,013 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,144,092 $115M 0.07% -21,295 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,131,611 $115M -243,167 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,983,469 $107M -9,313 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,565,592 $84.5M 0.02% -235,729 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,407,570 $75.7M 0.02% +41,725 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 810,959 $43.6M 0.05% +19,515 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 733,891 $39.5M 0.01% +39,094 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 671,876 $36M <0.01% +20,432 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 665,509 $35.8M 0.01% -50,500 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 595,293 $32M 0.03% -10,165 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 475,803 $25.6M 0.03% -133,589 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 434,774 $23.4M 0.04% +41,470 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 402,722 $21.7M 0.39% -16,038 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 399,296 $21.5M 0.1% +381,876 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 360,842 $19.4M 0.48% -24,298 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 311,419 $16.8M 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 295,951 $15.9M 0.03% -83,435 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 294,717 $15.9M 0.02% +760 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 287,923 $15.5M 0.02% +19,873 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 270,844 $14.6M 1.23% 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 259,407 $14M 0.01% +7,241 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 252,249 $13.6M 0.59% -21,199 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 250,218 $13.5M 0.14% +802 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 229,674 $12.4M 0.23% -7,229 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 228,855 $12.3M 0.01% +10,923 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 245,598 $12.2M <0.01% +4,005 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 217,471 $11.7M 0.03% -1,843 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 196,235 $10.6M 0.06% +10,418 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 183,814 $9.89M 0.01% new 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 180,226 $9.7M 0.04% +1,128 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 172,446 $9.28M 0.9% +2,142 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 170,000 $9.14M 0.29% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 167,626 $9.02M 0.63% +1,752 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 164,313 $8.84M 0.16% +3,275 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 160,714 $8.64M 2.58% -11,455 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 158,988 $8.55M 1.57% +149,956 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 133,939 $7.21M 0.01% -959 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 129,281 $6.95M 0.6% +1,948 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 127,512 $6.86M 0.7% +86 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 123,876 $6.66M 2.69% -4,772 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 123,112 $6.62M 0.1% -2,077 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 121,284 $6.52M 0.39% -968 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 116,249 $6.25M 0.04% -15,855 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 105,628 $5.68M 0.14% -19,582 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,830 $5.32M 0.01% +25,299 13F-HR Timeline Group Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 96,226 $5.18M 1.15% +33,992 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 96,088 $5.17M 4.63% +478 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 94,200 $5.07M 1% +2,210 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 90,403 $4.86M 0.04% -7,024 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 88,578 $4.76M 0.85% +6,833 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 88,450 $4.76M 0.01% -1,315 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 84,539 $4.55M 0.24% +9,841 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 83,108 $4.47M 0.02% -386 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 76,170 $4.1M 0.04% +8,229 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 75,590 $4.03M 1.47% -30,424 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 74,809 $4.02M 1.56% +4,702 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 74,051 $3.98M 0.05% +1,543 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 73,375 $3.95M <0.01% -13,737 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 71,178 $3.83M 0.02% -2,563 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 70,357 $3.78M 0.01% -1,720 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 69,343 $3.73M 0.01% +5,528 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 67,565 $3.63M 0.01% +17,987 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 67,232 $3.62M 3.54% +6,445 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 65,600 $3.53M 1.22% +4,150 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 64,898 $3.49M 0.08% +39 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 64,668 $3.48M 0.13% +21,267 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 63,304 $3.41M 0.06% +1,299 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 62,843 $3.38M 0.02% -1,893 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 60,990 $3.28M 0.02% +51,214 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 60,806 $3.27M 0.17% -13,748 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 58,580 $3.15M 0.17% +411 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 54,925 $2.95M 1.42% -3,100 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 54,883 $2.95M 0.76% -767 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,025 $2.91M 0.01% +1,332 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,647 $2.89M <0.01% -206 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 50,277 $2.7M <0.01% +10,725 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 50,270 $2.7M <0.01% +343 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 49,009 $2.64M 0.03% +2,877 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 45,416 $2.44M 0.07% +1,248 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 42,268 $2.27M 1.2% +153 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 40,420 $2.17M 0.91% +5,281 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 39,870 $2.14M 0.11% +1,670 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 39,747 $2.14M 0.18% 0 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 39,374 $2.12M 0.02% +2,454 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 37,074 $1.99M 0.12% -1,595 13F-HR Timeline CX Institutional More: the full row for CX Institutional 35,940 $1.93M 0.06% +750 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 35,653 $1.92M 0.14% +844 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35,265 $1.9M <0.01% -561 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 35,039 $1.88M 0.92% +1,300 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 33,322 $1.79M 0.01% -2,546 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 32,581 $1.75M 0.63% +1,507 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 32,257 $1.74M 0.09% +1,513 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,212 $1.68M <0.01% +1,079 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 30,504 $1.64M <0.01% +3,730 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,419 $1.64M 0.03% -8,760 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 28,957 $1.56M 0.16% +813 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 28,730 $1.55M 0.53% -218 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 27,633 $1.49M 0.15% -1,603 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,536 $1.48M <0.01% -915 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 27,224 $1.46M 0.15% +1,107 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 26,961 $1.45M 0.73% +1,871 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 26,811 $1.44M 0.03% +2,442 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 26,081 $1.4M 0.95% -279 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,615 $1.38M 0.03% -6,454 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 25,277 $1.36M 0.09% -945 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,216 $1.34M <0.01% +5,362 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 24,565 $1.32M 0.03% new 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 24,375 $1.31M 0.16% -1,531 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 24,138 $1.3M 0.12% -3,797 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,604 $1.27M <0.01% +434 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,448 $1.26M 0.04% +3,572 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,130 $1.19M 0.01% -332 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 21,561 $1.16M <0.01% -1,304 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 20,953 $1.13M 0.42% -92 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 20,695 $1.11M 0.05% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,599 $1.11M 0.03% -3,810 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 20,525 $1.1M 0.19% +52 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 20,343 $1.09M 0.51% -4,526 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 19,963 $1.07M -292 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,528 $1.05M 0.01% +364 13F-HR Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 19,315 $1.04M 0.43% -3,306 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 19,215 $1.03M 0.13% +1,245 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 19,145 $1.03M 0.2% +254 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 19,020 $1.02M 0.82% +871 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,074 $972K <0.01% -928 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,866 $961K 0.03% +449 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,821 $959K 0.02% +3,840 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 17,688 $951K 0.64% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,931 $911K 0.02% +33 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 16,772 $902K 0.09% +644 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 16,474 $886K 0.23% -90 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 16,251 $874K 0.46% -2 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 16,037 $863K 0.22% -63 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 15,913 $856K 0.64% -477 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,883 $854K 0.06% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 15,665 $843K 0.08% +172 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 15,502 $834K 0.38% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,495 $833K 0.07% +5,036 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,160 $815K 0.01% -559 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,094 $812K 0.01% +3,665 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14,920 $803K 0.1% -335 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,615 $786K 0.06% -37 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,486 $779K <0.01% -1,650 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,478 $779K 0.04% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 13,872 $746K 0.08% +1,449 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 13,595 $731K 0.12% -301 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,448 $723K 0.51% -434 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,436 $723K <0.01% -262,326 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,297 $715K <0.01% +13,076 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,214 $711K 0.33% -382 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13,089 $704K <0.01% 0 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,881 $693K 0.1% -219 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,831 $690K 0.01% +1,225 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,651 $681K 0.03% +7,084 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,638 $680K 0.04% -12,656 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 12,550 $675K 0.07% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,476 $671K <0.01% +900 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,312 $662K 0.01% +4,687 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,093 $650K 0.01% +898 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,671 $628K 0.06% +290 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,558 $622K 0.02% +595 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,411 $614K 0.09% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 11,200 $602K 0.24% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 11,042 $594K 0.32% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,005 $592K 0.03% -554 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 10,955 $589K 0.14% -5,641 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,891 $586K 0.02% +137 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,593 $570K 0.01% +1,174 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,450 $562K 1.03% -249 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,336 $556K 0.04% +911 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,406 $555K new Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,904 $533K 0.01% +2,627 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 10,630 $529K 0.01% -93 13F-HR Timeline Total Clarity Wealth Management, Inc. 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