BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,645,944 $140M 0.01% +7,662 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,162,988 $98.7M 0.01% +52,594 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 838,532 $71.2M 0.02% +39,238 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 391,869 $33.3M 0.01% +9,447 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 313,884 $26.6M 11.51% +5,328 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 268,910 $22.8M 0.99% -2,311 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 259,312 $22M 0.01% +19,534 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 254,646 $21.6M 6.27% -6,615 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 246,988 $21M 0.69% +14,962 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 199,765 $17M 0.07% +29,566 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 193,597 $16.4M 0.02% +94 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 142,540 $12.1M 0.01% -15,891 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 140,405 $11.9M <0.01% -4,421 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 103,763 $8.81M 0.01% +4,846 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 101,044 $8.58M 0.11% +12,958 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 100,934 $8.57M 0.02% +41,802 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 97,270 $8.26M 1.92% +1,622 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 91,178 $7.74M <0.01% -1,174 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 86,763 $7.37M <0.01% +16,023 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 80,204 $6.81M 2.89% -62,437 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 75,562 $6.41M 3.98% -1,288 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 73,323 $6.22M 0.07% +3,970 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 70,491 $5.98M <0.01% -5,653 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,751 $5.84M 0.03% +3,574 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,351 $5.72M 0.08% +4,272 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 65,530 $5.56M 2.94% +2,220 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 58,577 $4.97M <0.01% -4,736 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 52,074 $4.42M 0.02% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50,310 $4.27M 0.02% +218 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 49,062 $4.16M 0.01% +3,389 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 39,419 $3.35M 0.03% +2,026 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,003 $3.23M <0.01% +436 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,022 $2.97M <0.01% -721 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 34,099 $2.89M <0.01% +444 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 34,028 $2.89M 0.26% +737 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 33,383 $2.83M 0.95% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 32,971 $2.8M 0.82% +42 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 31,662 $2.69M 1.85% +184 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 31,158 $2.64M <0.01% +954 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29,692 $2.52M <0.01% +136 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,065 $2.21M <0.01% -21,902 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,902 $2.11M <0.01% -39 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 24,291 $2.06M <0.01% -7,283 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,038 $1.87M <0.01% new 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 20,865 $1.77M 0.26% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,994 $1.7M 0.11% +150 13F-HR/A Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 19,399 $1.65M 0.59% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,042 $1.62M 0.02% +382 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 18,617 $1.58M 0.48% +105 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,143 $1.57M <0.01% +1,408 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 18,119 $1.54M 0.13% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,704 $1.5M <0.01% +9,383 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,385 $1.48M <0.01% -790 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,366 $1.39M <0.01% -829 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14,732 $1.25M 0.23% +289 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,110 $1.2M <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,965 $1.19M 0.01% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 13,290 $1.13M 0.4% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,316 $1.05M 0.37% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 12,128 $1.03M 0.06% -243 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,087 $1.03M <0.01% +1,261 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,069 $1.02M <0.01% -33 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 12,056 $1.02M 0.63% -81 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 11,796 $1M 0.54% +223 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,478 $974K 0.1% +236 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,474 $974K 0.01% +970 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,385 $966K <0.01% -10 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,916 $927K 0.07% +329 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,722 $910K <0.01% -263 13F-HR/A Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,698 $908K 0.1% -270 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,467 $905K 0.02% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 10,076 $879K 0.13% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,990 $848K 0.03% +30 13F-HR Timeline Group OxenFree Capital LLC More: the full row for OxenFree Capital LLC 9,611 $816K 0.43% +1,816 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,509 $807K 0.03% +629 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,001 $764K <0.01% +3,241 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,640 $733K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,598 $730K 0.05% -2,859 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,136 $691K <0.01% +941 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 7,800 $662K 0.46% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,753 $658K <0.01% +145 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,156 $607K 0.04% -148 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,963 $606K 0.16% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,053 $599K 0.01% -41 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,942 $589K <0.01% -52 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,850 $581K 0.02% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,835 $580K 0.19% +13 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6,615 $561K 0.46% -133 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,510 $552K 0.16% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,407 $544K 0.04% +18 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. 6,155 $523K 0.01% -468 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,116 $519K 0.05% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 6,096 $517K 0.55% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,024 $511K <0.01% -35 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,816 $494K 0.02% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,603 $476K 0.18% +206 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,500 $467K 0.01% -175 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,495 $466K <0.01% +907 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,172 $439K 0.18% +1,273 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,074 $431K 0.03% new 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 5,066 $430K 0.02% -175 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,951 $420K 0.12% -117 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 4,900 $416K 0.41% 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,815 $409K 0.11% -119 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,812 $408K 0.2% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,800 $407K <0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,787 $406K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,748 $403K <0.01% +13 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,665 $396K 0.04% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,583 $389K 0.05% -158 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 4,539 $385K 0.17% +24 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,506 $382K 0.24% -649 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 4,400 $373K 0.27% -1,777 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,399 $373K 0.13% +89 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,280 $363K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,120 $350K <0.01% -16 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,105 $348K 0.04% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,081 $346K 0.05% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,080 $346K 0.07% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,997 $339K <0.01% +406 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,968 $337K 0.03% -800 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,800 $323K 0.03% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,749 $318K 0.1% -510 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,672 $312K <0.01% 0 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,469 $309K 0.09% -116 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,624 $308K <0.01% +272 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,568 $303K <0.01% 0 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 3,556 $302K 0.04% +20 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,541 $301K <0.01% -22 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,526 $299K <0.01% -617 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,518 $299K 0.02% -52 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,500 $297K 0.15% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,414 $290K 0.01% -12 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,414 $290K 0.01% -12 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,406 $289K <0.01% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,316 $281K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,241 $275K 0.01% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,199 $272K 0.04% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,154 $268K 0.01% -500 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,097 $263K 0.18% -90 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,073 $261K <0.01% +1 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,046 $259K 0.01% -14 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,000 $255K 0.03% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,000 $255K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,000 $255K <0.01% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,999 $255K 0.15% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,953 $251K 0.01% -7,300 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,930 $249K <0.01% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,865 $243K 0.15% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,852 $242K 0.01% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,848 $242K 0.07% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,769 $235K 0.01% -34 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,767 $235K 0.02% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,742 $233K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,620 $229K 0.04% -124,742 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,670 $227K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,671 $227K <0.01% -2,351 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,485 $211K 0.04% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,456 $208K <0.01% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,444 $207K 0.01% 0 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,435 $207K 0.07% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,407 $204K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,401 $204K <0.01% 0 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 2,400 $204K 0.06% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,385 $202K 0.04% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,359 $201K 0.02% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,360 $200K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,166 $184K <0.01% +19 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,591 $135K <0.01% +189 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,367 $116K 0.02% -2 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,300 $110K <0.01% -775 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,294 $110K <0.01% -74 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,097 $93.1K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,083 $91.9K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 986 $83.7K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. 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