Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,362,440 $475M 3.99% +1,734,629 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,394,435 $202M 1.61% +1,426,392 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,508,481 $123M 7.83% +154,409 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,055,006 $56.2M 0.02% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,899,112 $51.9M 0.07% -202,996 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,894,908 $51.8M 6.7% +179,989 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,831,987 $50.1M 2.74% +95,421 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,462,265 $41.7M 7.9% +123,608 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,367,772 $37.4M 3.56% -7,742 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,360,788 $37.2M 4.94% 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,235,065 $35.4M 5.55% +90,912 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,282,730 $35.1M 19.82% +52,619 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,265,488 $34.6M 12.4% +931 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,098,447 $30M 0.34% +20,558 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,077,584 $29.5M 2.02% +91,312 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,076,150 $29.4M 0.01% -24,701 13F-HR Timeline Group BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,006,593 $27.5M 12.1% +18,078 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Waterloo Capital, L.P. 718,009 $19.6M 1.38% +38,594 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 665,301 $18.2M <0.01% -197,084 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 624,636 $17.1M 3.24% +38,425 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 468,957 $12.8M 3.22% +42,211 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 425,551 $11.7M 2.48% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 364,388 $9.96M 0.19% -38,914 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 357,023 $9.76M 0.71% +24,222 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 332,857 $9.1M 8.72% 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 301,634 $8.24M 6.34% +14,252 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 294,683 $8.05M 1% +16,598 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 292,208 $7.99M 3.32% +7,360 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 286,935 $7.84M 6.88% +3,049 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 262,098 $7.16M 1.94% -3,301 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 256,154 $7M 0.08% +35,943 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 249,004 $6.81M 2.73% +10,192 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 232,937 $6.37M 0.07% +134,530 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 203,026 $5.55M 2.44% +4,398 13F-HR/A Timeline SWS Partners More: the full row for SWS Partners 191,133 $5.22M 1.29% +32,097 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 168,746 $4.61M 1.94% +7,047 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 132,649 $3.63M 0.21% +6,413 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 129,870 $3.55M 1.49% +38,526 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 126,071 $3.45M 2.05% +6,459 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 120,336 $3.29M 2.33% +5,005 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 118,347 $3.23M 1.46% +9,367 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 98,210 $2.68M 0.03% +2,931 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 95,459 $2.61M <0.01% -2,103 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 93,320 $2.55M 0.13% +13,187 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 86,000 $2.35M 0.1% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 81,422 $2.23M 0.01% +24,808 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 71,070 $1.94M 0.05% +329 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 66,051 $1.81M 0.05% -106,389 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 62,501 $1.71M 0.06% +19,799 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,676 $1.28M <0.01% +1,207 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 29,637 $810K <0.01% +3,091 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,341 $720K <0.01% +4,091 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 22,588 $617K 0.3% +2,593 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 19,279 $527K 0.03% +530 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 16,376 $448K 0.19% 0 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 16,128 $441K 0.36% -17,351 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,258 $417K 0.01% -441 13F-HR/A Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 13,830 $378K 0.26% -265 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 12,860 $351K 0.09% +2,120 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,069 $302K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,642 $291K 0.01% -11,134 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,365 $283K 0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,666 $262K 0.04% -865 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 9,465 $259K 0.1% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 7,400 $202K 0.05% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,097 $167K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,020 $137K <0.01% +3,123 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,011 $137K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,846 $105K 0.02% -291 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,733 $102K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,637 $72.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,791 $48.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,555 $42.7K <0.01% -1,283 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,309 $35.5K <0.01% -1,041 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 954 $26.1K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 473 $12.9K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 437 $11.9K <0.01% -562 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 420 $11.5K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 212 $5.8K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 91 $2.49K <0.01% -39 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63 $1.72K <0.01% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23 $629 <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11 $301 <0.01% -1,530 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $20 <0.01% 0 13F-HR/A Timeline Group