MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,858,269 $490M 0.03% +918,909 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/ 7,100,731 $353M 0.03% +1,165,485 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,226,103 $160M 0.03% +191,112 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,374,778 $118M +829,602 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,239,151 $111M 0.03% -26,345 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,165,387 $108M 0.07% +45,171 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,992,782 $99M +75,161 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,801,321 $89.5M 0.02% -372,651 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,365,845 $67.9M 0.02% +245,608 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 791,444 $39.3M 0.06% +40,543 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 716,009 $35.6M 0.01% -2,606 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 694,797 $34.5M 0.01% +31,348 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 668,256 $33.2M 0.09% +9,339 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 651,444 $31.5M <0.01% -23,620 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 609,392 $30.3M 0.04% -7,059 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 605,458 $30.1M 0.03% +1,001 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 418,760 $20.8M 0.42% +9,171 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 385,140 $19.1M 0.55% -27,286 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 393,304 $19.1M 0.04% -76,184 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 379,386 $18.9M 0.04% -3,195 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 311,419 $15.5M 0.04% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 293,957 $14.6M 0.03% +32,273 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 275,762 $13.7M 0.02% -100,181 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 273,448 $13.6M 0.6% -12,696 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 268,050 $13.3M 0.02% -1,175 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 259,477 $12.9M 1.15% 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 252,166 $12.5M 0.01% -192,717 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 249,416 $12.4M 0.15% +8,199 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 236,903 $11.8M 0.27% +12,630 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 241,593 $11.3M <0.01% +9,132 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 219,314 $10.9M 0.04% +1,280 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 217,932 $10.8M 0.01% +14,685 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 185,817 $9.23M 0.06% +40,767 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 179,098 $8.9M 0.04% -1,620 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 172,169 $8.56M 2.41% -66,338 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 170,304 $8.45M 0.92% +2,922 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 165,874 $8.24M 0.67% +26,420 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 161,038 $8M 0.17% +1,498 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 134,898 $6.7M 0.02% +57,384 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 128,648 $6.39M 2.81% -23,484 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 122,252 $6.37M 0.41% -48,956 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 127,426 $6.33M 0.64% +1,920 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 127,333 $6.33M 0.65% +874 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 125,210 $6.22M 0.15% -164,916 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 125,189 $6.22M 0.11% +446 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 124,826 $6.2M 0.04% new 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 132,104 $6.17M 0.04% +13,020 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 106,014 $5.55M 2.2% -13,014 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 97,427 $4.84M 0.04% +384 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 95,610 $4.75M 4.55% -2,904 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 91,990 $4.57M 1.06% +19,081 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 89,765 $4.46M 0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 87,112 $4.33M <0.01% -22,016 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 83,494 $4.15M 0.02% +1,732 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 81,745 $4.06M 0.78% +8,479 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 74,698 $3.71M 0.23% +5,619 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 74,554 $3.7M 0.21% -3,651 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 73,741 $3.66M 0.03% -748 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 73,531 $3.65M 0.01% -14,478 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 72,508 $3.6M 0.05% -78,339 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 72,077 $3.58M 0.01% +1,133 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 70,107 $3.48M 1.54% +2,696 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,941 $3.38M 0.04% +4,021 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 64,859 $3.22M 0.08% -179,419 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 64,736 $3.22M 0.02% -33,232 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 63,815 $3.14M <0.01% +3,065 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 62,890 $3.13M 0.1% +21,582 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 62,234 $3.09M 0.83% +38,753 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 62,005 $3.08M 0.1% +5,492 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 60,787 $3.02M 3.3% +16,937 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 58,169 $2.89M 0.17% -9,471 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 58,025 $2.88M 1.53% +1,384 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 55,650 $2.77M 0.64% -4,563 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,853 $2.68M <0.01% +1,454 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 53,355 $2.65M <0.01% +18,070 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,693 $2.62M 0.01% -6,788 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 49,927 $2.48M <0.01% -1,026 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,578 $2.46M 0.01% -38,575 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,132 $2.29M 0.03% -78 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 61,450 $2.24M 1.04% +16,150 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 44,168 $2.19M 0.07% +1,346 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 43,401 $2.16M 0.11% +16,667 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 42,115 $2.09M 1.22% +1,485 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 $1.98M 0.19% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 39,552 $1.97M <0.01% -3,147 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,179 $1.95M 0.04% +6,973 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 38,669 $1.92M 0.1% +507 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 38,200 $1.9M 0.11% +3,694 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 36,920 $1.83M 0.02% -2,237 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 36,669 $1.82M 1.46% -1,526 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 35,868 $1.78M 0.01% +15,293 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35,826 $1.78M <0.01% -524 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 35,190 $1.75M 0.05% -2,085 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 35,139 $1.75M 0.8% +9,694 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 34,809 $1.73M 0.15% +1,439 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 34,767 $1.73M <0.01% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 33,739 $1.68M 0.89% +762 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 32,069 $1.59M 0.02% +7,486 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 31,074 $1.54M 0.67% +7,752 13F-HR/A Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 30,744 $1.53M 0.09% -47 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 30,133 $1.5M <0.01% +1,647 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 28,144 $1.47M 0.16% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 29,236 $1.45M 0.17% -1,307 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 28,948 $1.44M 0.55% +1,598 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,451 $1.41M <0.01% -313 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 28,260 $1.4M 0.18% -18,895 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 27,935 $1.39M 0.14% -585 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,774 $1.33M <0.01% +105 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 26,360 $1.31M 0.99% -2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26,222 $1.3M 0.1% +14,121 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 26,117 $1.3M 0.16% +845 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 25,906 $1.29M 0.18% -927 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 25,294 $1.26M 0.05% +13,781 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 25,090 $1.25M 0.74% -367 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 24,869 $1.24M 0.63% -190 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 24,409 $1.21M 0.03% -2,939 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,369 $1.21M 0.02% +913 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,170 $1.15M <0.01% +3,112 13F-HR Timeline Group 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 22,865 $1.14M <0.01% -121,804 13F-HR Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 22,621 $1.12M 0.44% -124,883 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,462 $1.12M 0.01% +2,526 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,876 $1.07M 0.03% +4,720 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,233 $1.06M 0.06% -4,337 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 21,045 $1.05M 0.43% -2,305 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 20,473 $1.02M 0.2% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,255 $1.01M -389 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,854 $961K <0.01% +4,922 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,164 $952K 0.01% +984 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,002 $944K <0.01% -3,201 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 18,891 $939K 0.21% +126 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 18,149 $902K 0.98% +4,856 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 17,970 $893K 0.12% +4,914 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,420 $866K <0.01% +1,116 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,417 $865K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,898 $840K 0.02% -666 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 16,596 $825K 0.22% -6,327 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 16,564 $823K 0.22% +407 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 16,390 $814K 0.66% -169 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 16,253 $808K 0.49% -740 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,136 $802K <0.01% +53 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 16,128 $801K 0.09% +728 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 16,100 $800K 0.23% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,883 $789K 0.07% -1,023 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,719 $778K 0.01% +4,602 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 15,493 $770K 0.08% +363 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15,255 $758K 0.12% -716 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,652 $728K 0.06% -115 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 14,635 $727K 0.47% -123 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,478 $719K 0.04% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,981 $695K 0.02% +5,025 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 13,896 $690K 0.13% -11,326 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13,882 $690K 0.52% -3,850 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,596 $676K 0.34% -159 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,100 $651K 0.1% -2,050 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13,089 $650K <0.01% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,603 $626K 0.15% -68 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 12,550 $624K 0.07% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 12,423 $617K 0.08% +4,592 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,606 $577K 0.01% +807 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,576 $575K <0.01% new 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,559 $574K 0.03% +218 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,429 $568K 0.01% -493 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,411 $567K 0.09% -324 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,381 $566K 0.06% +152 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,754 $558K 0.02% +49 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 11,200 $557K 0.26% +500 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,195 $556K 0.01% +909 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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