MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,754,158 $37.5M <0.01% +321,143 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,098,075 $30.9M 0.01% +305,028 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,060,999 $30.6M 0.01% +430,094 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,925,212 $19.2M 0.03% +157,216 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,511,405 $15.1M 0.02% +31,034 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,497,243 $15M 0.02% +47,974 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 1,283,792 $12.8M 1.54% -9,706 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,144,016 $11.4M 0.02% -161,121 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,107,463 $11.1M <0.01% -692,354 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,084,773 $10.8M <0.01% +93,703 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/ 880,930 $8.8M <0.01% -21,135 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 808,589 $8.08M 0.02% +80,123 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 743,474 $7.43M 0.13% -29,036 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 659,350 $6.59M 3.49% +9,084 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 653,002 $6.52M 0.48% +526,009 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 588,275 $5.88M 0.01% +7,114 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 521,309 $5.21M <0.01% +14,585 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 454,033 $4.54M 0.06% +22,097 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 409,725 $4.09M 3.38% -11,377 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 400,153 $4M 0.01% -10,270 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 398,243 $3.98M 1.51% +2,486 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 396,045 $3.96M <0.01% +182,888 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 368,180 $3.68M <0.01% -40,568 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 320,816 $3.2M 0.24% +7,389 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 303,389 $3.03M 0.11% +221,216 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 271,818 $2.72M -1,013 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 262,188 $2.62M 0.18% +116,498 13F-HR/A Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 261,676 $2.61M 0.59% -5,136 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 257,592 $2.57M 0.62% +82,161 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,129,972 $2.52M 0.06% +14,173 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 249,700 $2.49M 0.04% -2,758 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 249,181 $2.49M 1.36% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 222,917 $2.23M 0.08% +2,067 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 216,111 $2.16M 0.14% -6,110 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 206,438 $2.06M 0.71% +118,905 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 191,254 $1.91M 0.05% -11,164 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 181,946 $1.82M <0.01% +15,109 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 176,847 $1.77M 0.01% +5,760 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 176,190 $1.76M <0.01% -6,355 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 169,909 $1.7M 0.01% +25,140 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 169,885 $1.7M 0.02% +23,240 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 163,446 $1.63M <0.01% +9,417 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 162,465 $1.62M 0.03% -21,477 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 152,219 $1.52M 0.21% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 146,619 $1.46M 0.19% -33,172 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 140,131 $1.4M +4,216 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 139,276 $1.39M 0.01% -5,292 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 135,177 $1.35M 0.01% -3,412 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 125,573 $1.25M 0.01% +3,061 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 123,564 $1.23M <0.01% +409 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 115,354 $1.15M 0.01% -580 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 114,852 $1.15M 0.02% +112,409 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 110,173 $1.1M <0.01% -1,450 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 110,683 $1.1M 0.17% +105,896 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 109,488 $1.09M 0.02% +3,334 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 108,185 $1.08M 0.58% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 104,051 $1.04M 0.24% -225 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 103,402 $1.03M 0.03% -2,314 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 101,397 $1.02M 0.04% -1,899 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 97,843 $977K 0.06% +511 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 97,280 $972K 0.6% +56,207 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFG Investments, LLC More: the full row for PFG Investments, LLC 95,804 $957K 0.05% +34,065 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 95,752 $957K <0.01% +6,472 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 95,651 $956K <0.01% +3,518 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 95,112 $950K 0.03% +68,787 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 90,005 $914K 0.41% -15,525 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 91,394 $913K 0.01% +1,714 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 87,049 $865K 0.13% 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 85,304 $852K 0.45% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 82,791 $827K 0.06% +962 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 82,262 $822K 0.29% +27,555 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 78,792 $787K <0.01% 0 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 77,000 $769K 0.86% +2,000 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 76,389 $763K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 75,245 $752K 0.02% +2,195 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 75,200 $751K 0.21% +4,000 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 74,166 $741K 0.21% +252 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 73,040 $730K 0.01% +5,000 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 72,202 $721K 0.02% -14,489 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 71,915 $718K 0.01% -1,420 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 69,944 $699K <0.01% -1,411 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 67,856 $682K <0.01% +8 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 66,631 $666K 0.06% +1,531 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 65,157 $651K 0.08% +65 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 61,150 $611K 0.01% -1,092 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 60,834 $608K 0.05% -2,000 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 60,746 $607K <0.01% +750 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 60,441 $604K 0.03% +4,173 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 58,773 $597K 0.1% -637 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 58,773 $587K 0.31% +744 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 57,597 $577K <0.01% -13,553 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 57,325 $566K <0.01% -6,119 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 56,198 $561K 0.01% +8,804 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 54,272 $542K 0.01% +875 13F-HR/A Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 53,427 $534K 0.18% -134,777 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 50,722 $507K 0.14% +271 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,977 $499K <0.01% -385 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 49,200 $492K 0.11% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 49,121 $491K <0.01% +9,001 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 47,841 $478K 0.01% +19,295 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 47,765 $477K <0.01% -5,007 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 46,787 $466K 0.06% +14,007 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 45,138 $451K 0.01% +2,646 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 44,402 $444K 0.08% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 43,094 $431K 0.01% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 42,388 $423K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 41,353 $413K 0.01% +1,489 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 41,190 $411K 0.18% -8,377 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,025 $410K <0.01% +9,925 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 40,407 $404K <0.01% +3,301 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,771 $397K <0.01% +7,319 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 37,625 $376K 0.07% -6,175 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,158 $371K <0.01% +413 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 35,603 $356K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 35,582 $355K 0.03% +134 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 34,855 $348K 0.02% -617 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 34,072 $342K 0.09% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,264 $332K <0.01% -48,573 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 31,874 $318K 0.02% -32,020 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 31,841 $318K 0.12% +1,475 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 31,666 $316K 0.02% +1,000 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,626 $316K <0.01% +1,818 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 31,200 $312K 0.02% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,927 $309K <0.01% -4,706 13F-HR/A Timeline Group Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 31,052 $306K 0.06% +45 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 30,342 $303K 0.11% -2,002 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 30,299 $303K <0.01% +1,090 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 29,456 $296K 0.01% 0 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 29,522 $295K 0.25% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 28,595 $286K 0.01% -1,042 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 28,406 $284K 0.01% new 13F-HR Timeline Group Suncoast Equity Management More: the full row for Suncoast Equity Management 27,821 $278K 0.03% +361 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 27,268 $275K 0.02% +5,469 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,233 $272K 0.01% +8 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 27,131 $271K 0.16% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,655 $266K 0.01% -387 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,370 $263K <0.01% +177 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26,254 $262K 0.06% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 26,100 $261K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,700 $257K <0.01% -2,936 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 25,018 $250K 0.04% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,839 $248K <0.01% -3,264 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 24,794 $248K <0.01% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 24,508 $245K 0.04% -1,970 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 24,400 $244K 0.02% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 24,221 $243K 0.02% -1,755 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,291 $243K <0.01% +7,001 13F-HR/A Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 23,972 $239K -300 Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 23,604 $236K 0.06% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 23,603 $236K 0.07% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 235,474 $235K 0.17% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 23,531 $235K 0.05% +575 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 23,240 $232K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 23,075 $231K <0.01% -1,021 13F-HR Timeline Group Fjell Capital, LLC More: the full row for Fjell Capital, LLC 23,046 $230K 0.18% +87 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 22,903 $229K <0.01% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 21,725 $221K 0.01% +442 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 22,061 $220K 0.15% -2,133 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 22,000 $220K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,687 $217K 0.01% +290 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 21,483 $215K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 21,409 $214K <0.01% +9,330 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 21,343 $213K 0.08% +231 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 21,237 $212K 0.1% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 21,219 $212K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 21,186 $212K 0.03% +67 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 20,550 $205K 0.2% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,534 $205K <0.01% +5,504 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 20,452 $204K 0.03% +71 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 20,404 $204K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,390 $204K <0.01% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 20,305 $203K 0.14% +23 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 20,000 $200K 0.11% -160 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 20,000 $200K 0.05% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 19,296 $193K 0.07% -300 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,008 $191K <0.01% -505 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 18,781 $188K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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