Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,672,011 $167M 0.59% -66,004 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,404,619 $140M 0.65% +106,734 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 942,093 $93.8M 0.05% +52,383 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 510,373 $50.8M 0.2% +8,644 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 400,727 $39.9M 0.05% +11,617 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 285,843 $28.5M 0.01% +10,728 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 259,849 $25.9M 1.67% +209,505 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 224,890 $22.4M +24,132 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 219,372 $21.9M <0.01% +5,447 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 184,436 $18.4M 0.09% +2,166 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 161,766 $16.1M 0.36% +101,753 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/ 145,719 $14.5M <0.01% +3,412 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 136,325 $13.6M 3.52% +6,012 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 126,154 $12.6M <0.01% -3,732 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 123,202 $12.3M 0.02% -8,273 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 114,531 $11.4M 1.19% +2,231 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 106,256 $10.6M 0.02% -21,037 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 99,985 $9.96M <0.01% +10,840 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 92,107 $9.17M <0.01% +11,158 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 79,748 $7.94M 3.1% +3,589 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 78,645 $7.83M <0.01% -14,015 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 74,143 $7.39M 0.05% +73,557 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 73,519 $7.32M 0.01% +839 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 72,031 $7.18M 0.02% +5,040 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 65,286 $6.52M 0.01% +7,168 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 62,990 $6.27M 0.29% +11 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 59,946 $5.97M 1.5% +904 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 54,756 $5.45M <0.01% +54,256 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,193 $5.2M <0.01% +325 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,000 $4.98M <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 41,441 $4.13M 0.09% -2,996 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 39,321 $3.92M 1.05% +1,330 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,534 $3.65M <0.01% +13,158 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 36,045 $3.59M 0.39% -2,123 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 32,496 $3.24M <0.01% -10,478 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 30,587 $3.05M 0.13% -592 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 30,191 $3.01M 0.05% -55 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 30,059 $2.99M <0.01% +20,783 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 29,049 $2.89M 1.04% -12,601 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 28,310 $2.82M 0.68% -7 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,488 $2.74M <0.01% +3,175 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 26,946 $2.68M 0.17% +589 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 26,515 $2.64M 0.46% +1,196 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 25,867 $2.58M 2.14% -123 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 25,307 $2.52M 1.31% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 23,292 $2.32M +735 Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 22,799 $2.27M 1.67% -343 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 21,010 $2.09M 0.03% +1,504 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 20,494 $2.04M +11,361 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,813 $1.97M 0.01% +156 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 18,817 $1.87M 0.09% +277 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18,753 $1.87M 0.08% +4,877 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,669 $1.86M 0.02% -307 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 18,546 $1.85M 1.29% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,092 $1.8M <0.01% +3,052 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,793 $1.77M <0.01% +107 13F-HR/A Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 16,732 $1.67M 0.7% -1,172 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,643 $1.66M 0.05% +5,736 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 16,459 $1.64M 1.13% +1,306 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,426 $1.64M 0.1% -2,743 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,142 $1.61M 0.51% -849 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 16,072 $1.6M 0.14% +850 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 15,975 $1.59M 0.41% -26 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,801 $1.57M 0.01% -228 13F-HR/A Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 15,744 $1.57M 0.59% +724 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 15,646 $1.56M 0.21% +1,775 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 14,605 $1.45M 1.15% +178 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,929 $1.39M 0.04% -109 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,362 $1.33M 0.03% -555 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,952 $1.29M 0.03% +2,096 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,471 $1.24M 0.01% -124 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 12,244 $1.22M 0.34% -9,028 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,626 $1.16M 0.06% +8,964 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,217 $1.12M 0.07% -152 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,922 $1.09M 0.02% -114 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 10,095 $1.01M 0.7% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,014 $997K 0.02% -4,385 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,749 $971K <0.01% -94 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 9,140 $910K 0.29% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 9,100 $906K 0.29% -352 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,743 $871K 0.22% +212 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 8,467 $843K 0.39% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,443 $841K 0.03% +348 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,350 $832K 0.02% +2,702 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,333 $830K <0.01% -9,771 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,285 $825K 0.02% +408 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7,622 $759K 0.42% -638 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,838 $751K 0.12% +1,705 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,362 $733K <0.01% -512 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,166 $714K <0.01% +614 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,087 $706K 0.01% -26 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,067 $704K 0.02% +610 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $679K 0.16% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,688 $666K 0.38% +400 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,425 $640K 0.35% +2,093 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,320 $630K 0.01% -9 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,292 $627K <0.01% -137 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,261 $624K <0.01% +2,687 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,256 $623K 0.02% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,097 $607K <0.01% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,034 $601K 0.23% +1,256 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,787 $576K 0.09% -24 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,589 $557K 0.09% -301 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,704 $554K -1,863 Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,537 $552K 0.03% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 5,490 $547K 0.18% -220 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,436 $541K 0.12% -110 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,395 $537K 0.3% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,320 $530K 0.04% -1,098 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,968 $495K 0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,963 $494K 0.12% +343 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,104 $494K 0.22% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,872 $485K 0.1% +134 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,810 $479K 0.01% -45 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,740 $472K 0.18% +599 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 4,515 $450K 0.47% -271 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,438 $442K <0.01% -98 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 4,630 $441K 0.14% +843 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,175 $416K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,174 $416K 0.01% +9 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,168 $415K <0.01% +338 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,125 $411K 0.19% -200 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,100 $408K 0.05% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,098 $408K 0.02% -782 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,033 $402K <0.01% -381 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,995 $398K <0.01% -3,960 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,967 $395K 0.01% +188 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,700 $369K 0.03% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,545 $353K 0.01% -611 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,003 $353K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,460 $345K <0.01% +3,270 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,460 $345K 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,551 $344K <0.01% +650 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,424 $341K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,389 $338K 0.03% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,347 $333K 0.04% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,342 $333K <0.01% +385 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,338 $332K <0.01% +389 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,275 $326K 0.02% new 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,258 $325K 0.01% +7 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,108 $309K 0.03% new 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,061 $305K 0.14% +7 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,041 $303K 0.23% +7 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,033 $302K <0.01% +15 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,029 $302K 0.03% +79 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,988 $298K <0.01% -5,335 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,975 $296K 0.03% +5 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,962 $295K 0.02% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,911 $290K 0.05% -1,770 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,886 $287K 0.05% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,807 $276K 0.01% -165 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,752 $274K 0.04% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,698 $269K <0.01% +1,151 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,662 $265K <0.01% -139 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,637 $262K <0.01% new 13F-HR/A Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,524 $251K 0.02% -2,514 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,474 $246K 0.01% +127 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,417 $241K 0.01% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,391 $238K 0.14% +15 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,379 $237K 0.09% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,442 $233K 0.06% -51 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,300 $229K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,295 $229K 0.01% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,259 $225K 0.02% new 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 2,244 $224K 0.02% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,165 $216K 0.01% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,162 $215K 0.05% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,121 $211K <0.01% new 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 2,087 $208K 0.02% -425 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,064 $206K 0.01% +32 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,050 $204K <0.01% -600 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,922 $191K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,921 $191K 0.1% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,764 $176K <0.01% +133 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,704 $170K 0.03% +4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,419 $141K <0.01% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,104 $110K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,068 $106K <0.01% +88 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 977 $97.3K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 929 $92.5K <0.01% +21 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 882 $86.6K <0.01% +36 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 761 $75.8K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 689 $68.6K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 667 $66K <0.01% -794 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 633 $63.1K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 559 $55.7K 0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 554 $55.2K 0.02% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 541 $53.8K 0.05% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 518 $51.6K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 500 $49.8K <0.01% 0 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 499 $49.7K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 486 $48.4K <0.01% +103 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 457 $45.5K <0.01% +28 13F-HR Timeline Decker Retirement Planning Inc. 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