MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,414,350 $33.8M <0.01% -176,671 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,538,820 $25.1M 0.01% +415,954 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,298,467 $22.7M 0.01% +96,233 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,901,124 $18.8M <0.01% +322,358 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,648,916 $16.3M 0.03% +77,017 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,437,351 $14.2M 0.03% +672,149 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,377,023 $13.6M 0.03% +114,135 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,305,391 $12.9M 0.02% +146,277 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,230,048 $12.2M 1.86% +18,510 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 913,204 $9.03M <0.01% +35,841 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 882,284 $8.73M 0.67% +400,688 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 845,538 $8.36M <0.01% -88,477 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 795,165 $7.86M 0.17% -69,740 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 733,789 $7.26M 0.02% -17,452 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 643,764 $6.37M 3.78% +9,115 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 601,428 $5.95M 0.86% -16,981 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 536,948 $5.31M <0.01% -12,111 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 534,017 $5.28M 0.01% +173,630 13F-HR Timeline Group Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 423,516 $4.19M 3.95% +6,094 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 400,132 $3.96M 0.07% +19,261 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 382,023 $3.78M 0.01% +6,794 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 285,178 $2.82M 0.29% +603 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 280,111 $2.77M 0.05% -9,051 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 274,114 $2.71M +4,895 Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 273,651 $2.71M 0.71% -1,754 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 246,903 $2.44M 1.36% -3,343 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 245,537 $2.43M 1.21% +40,290 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 244,665 $2.42M 0.08% -147,270 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 230,459 $2.28M 0.19% -35,757 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 191,133 $1.89M 0.06% -575,586 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 176,414 $1.74M <0.01% -188 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 169,060 $1.67M 0.01% +6,206 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 153,985 $1.52M 0.01% +15,313 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 152,219 $1.51M 0.24% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 139,057 $1.38M <0.01% -2,850 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 136,130 $1.35M 0.01% +1,607 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 131,563 $1.3M <0.01% -20,897 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 130,270 $1.28M <0.01% -9,592 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 126,150 $1.25M 0.01% -3,611 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 124,137 $1.23M <0.01% +171 13F-HR/A Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 123,330 $1.22M 0.14% -31,463 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 122,901 $1.22M 0.01% -3,195 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 120,881 $1.2M -53,541 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 120,527 $1.19M <0.01% -29,073 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 117,136 $1.16M 0.01% +6,264 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 113,638 $1.12M 0.34% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 112,707 $1.11M 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 108,623 $1.07M 0.04% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 108,185 $1.07M 0.71% 0 13F-HR/A Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 106,325 $1.05M 0.3% -873 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 105,530 $1.04M 0.57% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 103,798 $1.03M 0.06% -5,391 13F-HR/A Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 102,765 $1.02M 0.03% -13,905 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 99,911 $988K 0.04% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 98,006 $969K <0.01% +11,018 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 97,512 $964K 0.08% -26,989 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 97,089 $960K 0.08% +863 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 93,329 $923K 0.09% -7,093 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 93,326 $923K 0.22% -11,372 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 90,500 $895K 0.19% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 88,945 $881K 0.01% +6,997 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 87,665 $867K 0.03% -9,328 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 85,193 $843K <0.01% -25,123 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 83,645 $827K 0.08% -595 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 82,569 $817K 0.01% -303 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 76,985 $761K 0.05% -180 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 76,234 $754K 0.31% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 73,408 $726K 0.23% +754 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 73,346 $725K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 68,409 $677K <0.01% +7,698 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 68,408 $677K 0.03% +6,389 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 67,392 $667K 0.07% -6,542 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 66,965 $662K 0.07% +23,165 13F-HR/A Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 64,761 $640K 0.09% +167 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 64,075 $634K 0.02% +7,432 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 62,569 $619K 0.06% +1,130 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 60,212 $595K 0.01% +5,824 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 59,917 $593K 0.91% -14,553 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 57,786 $571K 0.16% -446 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 56,494 $559K 0.01% +1,823 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 56,033 $554K 0.34% +1,051 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 55,538 $549K 0.04% +323 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 55,200 $546K 0.15% -2,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55,047 $544K 0.02% +26,126 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 54,187 $536K <0.01% +1,111 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 53,725 $531K 0.22% +594 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 53,216 $526K <0.01% -12,862 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 52,997 $524K 0.01% -511 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 52,405 $518K 0.05% +2,076 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 51,165 $506K 0.01% +995 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 48,322 $478K 0.04% +216 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 48,000 $475K 0.41% -4,450 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 47,560 $470K 0.26% +1,007 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 44,502 $440K 0.1% -2,160 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 43,449 $430K 0.12% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 42,388 $419K <0.01% -4,212 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 42,061 $416K <0.01% 0 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 41,185 $407K 0.31% -41,467 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,641 $405K <0.01% -1,833 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 40,581 $401K 0.01% +143 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,828 $394K <0.01% +4,477 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39,819 $394K <0.01% -166 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 39,690 $393K 0.01% -433 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 40,906 $387K 0.15% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 38,623 $382K 0.01% +3,410 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,739 $373K <0.01% -220 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,050 $357K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 35,936 $355K 0.05% +776 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,405 $350K <0.01% -712 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 34,700 $343K 0.28% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 32,183 $318K <0.01% +8,515 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,597 $312K <0.01% -4,224 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 31,170 $308K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,188 $306K 0.01% +12,802 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 30,680 $303K 0.27% +34 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 30,671 $303K 0.02% +9,159 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 29,605 $293K 0.01% +15 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 29,522 $292K 0.29% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 30,511 $291K <0.01% +15,541 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 29,073 $288K 0.14% +415 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 28,715 $284K 0.07% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 29,456 $283K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 28,254 $279K <0.01% +4,040 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,149 $278K <0.01% +8,576 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 27,952 $276K 0.02% +661 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,912 $276K 0.01% +7,708 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,526 $272K 0.01% +542 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 27,131 $268K 0.18% -2,540 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 27,056 $268K <0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26,755 $265K 0.06% -44,600 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 26,734 $264K 0.03% +364 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 26,309 $260K 0.09% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 26,100 $258K 0.03% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 25,866 $256K 0.12% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 25,175 $249K 0.03% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,081 $248K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 24,272 $240K 0 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 23,796 $235K <0.01% -613 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,330 $231K 0.02% new 13F-HR/A Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 23,320 $231K 0.01% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 23,240 $230K 0.04% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 22,928 $227K 0.07% +8,611 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 22,827 $226K 0.01% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 22,782 $225K 0.23% -6,118 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 22,228 $220K 0.18% -1,419 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 22,114 $219K 0.1% +163 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 22,076 $218K 0.1% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 21,661 $214K 0.01% +501 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 21,638 $214K 0.08% +2,116 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 23,128 $214K 0.04% +545 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 21,483 $212K 0.01% -6 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 21,240 $210K 0.04% -1,970 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 21,237 $210K 0.12% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 21,219 $210K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 20,985 $208K 0.05% new 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 20,814 $206K 0.01% +292 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 20,596 $204K 0.13% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 20,404 $202K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 20,236 $200K 0.16% +23 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 20,185 $200K 0.13% +4 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,763 $197K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 18,978 $188K 0.02% +343 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,650 $184K <0.01% -115 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,580 $184K <0.01% -83,851 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18,530 $183K 0.02% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 18,000 $178K 0.13% +5,000 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 17,753 $176K <0.01% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 17,500 $173K 0.01% -600 13F-HR/A Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 17,495 $173K 0.02% -1,868 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 17,400 $172K 0.02% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 17,235 $170K 0.01% new 13F-HR/A Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,888 $167K <0.01% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 16,857 $167K 0.02% +338 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 16,771 $166K 0.09% +342 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 16,534 $164K 0.03% +1,515 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,070 $159K <0.01% +170 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 16,070 $159K <0.01% +170 13F-HR/A Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 17,012 $157K 0.02% +150 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 15,806 $156K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 15,640 $155K 0.02% -290 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 15,476 $153K 0.01% +299 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,383 $152K 0.01% -29 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 15,283 $151K 0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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