MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 160,402 $5.26M <0.01% -59,040 13F-HR/A Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 159,622 $5.23M 1.21% -13,163 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 155,531 $5.2M 2.33% -10,085 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 155,379 $5.09M 0.01% -37,219 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 154,718 $5.07M 0.51% +89,455 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 152,812 $5.01M 2.19% -1,074 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 152,797 $5.01M 0.01% +11,126 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 147,555 $4.84M 0.19% +5,852 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 143,502 $4.71M 2.71% -7,004 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 140,185 $4.6M 0.55% +8,862 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 138,628 $4.55M 0.53% -3,179 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 136,064 $4.46M 0.53% -4,155 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 133,540 $4.37M 0.27% +4,166 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 130,615 $4.28M 4.04% +9,570 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 130,000 $4.26M 0.2% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 128,839 $4.22M 2.36% +7,546 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 128,430 $4.22M 0.86% +13,222 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 120,485 $3.95M 2.83% +24,218 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 119,576 $3.92M 1.52% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 119,576 $3.92M 1.52% -22,905 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 119,450 $3.92M 0.62% +17,890 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 117,183 $3.86M 2.32% +1,457 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 116,083 $3.81M 0.85% +7,363 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 114,275 $3.75M 0.08% +33,978 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 113,614 $3.73M 0.13% -1,903 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 112,721 $3.7M 1.5% +17,890 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 110,334 $3.62M 0.1% +16,516 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 109,162 $3.58M 1.22% +49,341 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 108,110 $3.54M 2.67% +502 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 103,569 $3.4M 0.56% +2,393 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 103,452 $3.39M 2.23% +7,034 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 103,378 $3.39M 2.49% +17,377 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 103,094 $3.38M 1.62% +3,394 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 100,483 $3.33M 2.01% +3,716 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 97,817 $3.21M 1.2% +28,741 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 96,329 $3.17M <0.01% -6,955 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 91,521 $3M 0.01% +15,339 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 88,462 $2.9M 1.49% +1,714 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 88,394 $2.9M 0.22% +715 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 87,520 $2.87M <0.01% +3,943 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 87,194 $2.86M 0.24% +699 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 86,801 $2.85M 1.18% -3,721 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 85,547 $2.84M 0.21% -1,970 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 85,245 $2.8M 0.91% +11,594 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 84,806 $2.78M 0.76% +3,119 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 83,328 $2.73M 1.08% -1,152 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 82,151 $2.69M 1.44% +1,301 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 81,361 $2.68M 0.15% +2,102 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 80,834 $2.65M 0.02% +26,613 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 79,923 $2.62M 0.36% +13 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 79,379 $2.6M 0.42% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 78,951 $2.59M 0.89% +27,233 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 76,622 $2.51M 0.15% -117,806 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 76,492 $2.51M 0.41% -5,253 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 74,723 $2.46M 1.17% +3,456 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 73,241 $2.4M 0.15% +58,376 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 70,458 $2.31M 0.86% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 70,097 $2.3M 1.54% -2,260 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 68,560 $2.25M 0.13% +485 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 68,073 $2.23M 0.47% -2,906 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 68,051 $2.23M 0.13% +26,896 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 65,845 $2.16M 0.28% +23,518 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 64,558 $2.12M 1.28% -1,330 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 64,263 $2.1M 0.28% +4,150 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 63,256 $2.07M 0.24% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 63,031 $2.07M 0.05% +7,938 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 62,101 $2.04M 0.11% -968 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 61,687 $2.02M <0.01% -593 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 60,625 $1.99M 1.29% -2,093 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 59,801 $1.96M 0.1% +8,796 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 59,469 $1.95M 0.01% -8,188 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 59,387 $1.95M 0.04% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 59,316 $1.94M 0.82% -812 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 58,325 $1.92M 0.81% -1,124 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 58,014 $1.9M <0.01% +15,421 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,783 $1.89M <0.01% -1,035 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 58,223 $1.88M 0.05% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 53,083 $1.74M 0.31% +4,496 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 53,015 $1.74M 1.5% -1,793 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 52,780 $1.73M 0.02% +33,715 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 51,012 $1.67M 0.03% +395 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 48,102 $1.58M 0.14% -862 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 46,903 $1.54M 0.53% +2,430 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 46,677 $1.53M <0.01% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 44,220 $1.45M 0.59% +2,704 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,967 $1.44M <0.01% +5,921 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 43,034 $1.41M 0.03% -1,220 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 41,077 $1.35M 2% -1,858 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 40,794 $1.34M 0.35% +2,928 13F-HR Timeline 25 LLC More: the full row for 25 LLC 40,623 $1.33M 0.45% +1,121 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 40,381 $1.32M 0.21% -1,372 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 40,364 $1.32M 0.03% +5,476 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,792 $1.3M 0.03% -3,469 13F-HR/A Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 39,299 $1.29M 0.5% +2,912 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 38,997 $1.28M 0.03% +83 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 38,902 $1.28M 0.73% +530 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 38,470 $1.26M 0.23% -17,048 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 37,970 $1.25M 0.87% -2,602 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 37,049 $1.22M <0.01% +6,769 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 37,027 $1.21M 0.44% +3,420 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 35,077 $1.15M 0.87% +1,345 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 34,739 $1.14M 1.77% -22 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 34,493 $1.13M 0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,471 $1.13M 0.01% -82 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 34,243 $1.12M 0.22% +10,390 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 33,948 $1.11M 0.15% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 33,711 $1.11M 0.47% +1,577 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 33,559 $1.1M 0.02% +1,916 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 32,863 $1.08M 0.56% +12 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 32,450 $1.06M 0.01% -1,077 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 32,072 $1.05M 0.29% +7,333 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 31,942 $1.05M 0.47% +523 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 30,763 $1.01M 0.05% +1,841 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 30,621 $1M 0.82% 0 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 30,248 $992K 0.26% +22,171 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 29,675 $973K 0.13% -980 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 29,465 $966K 0.53% +2,261 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 29,261 $959K 0.02% -1,970 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 29,248 $959K 0.38% -773 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,837 $946K 0.01% +11,406 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 28,369 $930K 0.23% +64 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 26,977 $885K 0.02% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 26,452 $867K 0.28% -2,557 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 26,156 $858K 0.1% +55 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 25,666 $842K 0.02% +12,733 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 25,268 $829K 0.19% +70 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,017 $820K 0.14% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 24,761 $812K 0.51% +537 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 24,664 $809K 0.51% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 24,113 $791K 0.32% +2,697 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 24,064 $789K 0.31% +1,936 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,000 $787K <0.01% 0 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 23,821 $781K 0.07% +1,807 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,692 $777K 0.03% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,125 $758K <0.01% +13,910 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 22,962 $753K 0.2% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 22,926 $752K 0.05% +7,619 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 22,809 $748K 0.17% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,681 $744K 0.03% new 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $715K 0.31% -22,057 13F-HR Timeline Amount filed as zero, left out of ratios. Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 21,807 $715K 0.08% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 21,172 $694K 0.33% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 20,750 $680K 0.04% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,720 $679K 0.16% -289 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,495 $672K 0.03% -662 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 20,418 $670K 0.48% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 19,969 $655K 0.09% +476 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 19,848 $651K 0.42% +148 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,583 $642K 0.01% +31 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,480 $639K 0.05% +393 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18,758 $615K 0.11% -2,810 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 18,670 $612K 0.33% +60 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,544 $608K 0.01% +6,212 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 18,188 $596K 0.37% -1,092 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,631 $578K 0.06% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 17,326 $568K 0.14% 0 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 17,091 $560K 0.04% new 13F-HR/A Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 17,080 $560K 0.42% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 16,929 $555K 0.14% +70 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 16,864 $553K 0.15% +356 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,456 $540K 0.01% -859 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 16,390 $537K 0.03% -760 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,358 $536K <0.01% 0 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 16,304 $535K 0.03% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 16,298 $534K 0.04% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 19,070 $530K 0.04% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 16,055 $526K 0.38% +5,198 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 15,845 $520K 0.23% +26 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 15,651 $513K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,300 $502K 0.01% +3,253 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 15,257 $500K 0.17% +1,911 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 15,245 $500K 0.27% +7,783 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,237 $500K 0.16% +962 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,832 $486K 0.01% -321 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 14,650 $480K 0.04% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 14,618 $479K 0.15% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 14,186 $465K 0.37% -434 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 13,933 $457K 0.16% -2,378 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 13,882 $455K 0.11% -170 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,738 $450K <0.01% +177 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,247 $434K <0.01% +5,723 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,978 $426K <0.01% -13,291 13F-HR Timeline Group GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 12,704 $418K 0.11% -1,674 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 12,584 $413K 0.36% +2,050 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,517 $410K <0.01% +1,759 13F-HR Timeline Group Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 12,286 $403K 0.13% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 12,213 $400K 0.28% +50 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,115 $397K 0.22% +485 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,030 $394K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,797 $387K <0.01% +6,009 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 11,740 $385K 0.24% -19,399 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 11,374 $373K 0.27% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,030 $362K 0.01% -162 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 10,648 $349K 0.14% +1,161 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,424 $342K 0.15% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,393 $341K 0.02% 0 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 10,052 $330K 0.07% -1,348 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,017 $328K 0.01% +5,193 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,007 $328K 0.09% +476 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 9,780 $321K 0.18% +3,102 13F-HR Timeline