LPL Financial LLC More: the full row for LPL Financial LLC 4,806,634 $120M 0.03% +1,034,603 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,468,520 $61.4M 0.01% +420,241 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,366,025 $58.8M 0.89% +93,813 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,892,928 $47.1M 2.02% +155,902 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,530,968 $38.1M 0.01% +660,284 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,409,390 $34.9M 0.04% -16,625 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,361,148 $33.9M 0.01% +254,068 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/ 1,358,041 $33.8M <0.01% +1,350,401 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,213,060 $30.2M <0.01% +951,307 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,171,039 $29.1M 0.03% +295,860 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 705,428 $17.5M 2.71% +229 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 670,339 $16.7M 0.09% +119,181 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 624,825 $15.5M 0.02% +37,141 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 608,577 $15.1M 0.74% +174,006 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 544,755 $13.5M 0.26% -2,611 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 525,876 $13.1M 1.63% +431,051 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 516,986 $12.9M 0.02% +58,218 13F-HR Timeline Group Legacy CG, LLC More: the full row for Legacy CG, LLC 504,427 $12.5M 3.51% +42,738 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 472,566 $11.8M +32,738 Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 441,555 $11M 6.1% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 436,049 $10.8M 0.08% +8,450 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 375,435 $9.34M <0.01% +34,553 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 363,791 $9.05M 0.01% +79,775 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 352,279 $8.76M <0.01% +111,198 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 320,492 $7.97M 0.01% +27,044 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 319,176 $7.94M 0.01% +112,292 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 306,662 $7.63M 0.02% +13,616 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 279,637 $6.95M 0.03% +56,145 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 266,540 $6.63M 0.94% +9,535 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 260,442 $6.48M 2.5% +183,905 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 260,148 $6.47M 1.48% +52,064 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 252,767 $6.29M <0.01% +86,395 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 228,729 $5.69M 0.24% +32,816 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 226,378 $5.63M 0.02% +82,179 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 217,015 $5.4M 0.6% -27,122 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 215,617 $5.36M 0.04% +92,949 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 213,301 $5.3M 0.01% +32,534 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 210,075 $5.22M 0.01% +3,928 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 208,233 $5.18M 0.11% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 193,687 $4.82M <0.01% +10,365 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 186,702 $4.64M 0.61% +143,459 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 182,273 $4.53M 0.08% +58,304 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 180,570 $4.49M 0.62% +30,767 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 170,387 $4.24M 0.01% new 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 164,769 $4.1M 0.7% -4,010 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 161,620 $4.02M 0.02% +19,023 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 153,791 $3.82M 1.27% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 145,288 $3.61M 0.05% +24,528 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 141,288 $3.51M 2.4% +15,590 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 133,301 $3.32M 0.11% +30,228 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 130,042 $3.23M 0.12% +41,101 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 120,697 $3M 1.5% -5,091 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 120,667 $3M 0.82% +25,741 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 116,185 $2.89M 0.43% +101,376 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 112,238 $2.79M <0.01% +38,468 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 108,924 $2.71M 0.25% +93,418 13F-HR Timeline CROBAN More: the full row for CROBAN 104,117 $2.59M 1.25% +33,784 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 102,173 $2.54M <0.01% +68,249 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 98,541 $2.45M 0.29% +12,504 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 92,150 $2.29M 1.86% 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 91,834 $2.28M 0.64% +136 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 86,300 $2.15M 0.1% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 83,408 $2.07M 0.5% new 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 83,373 $2.07M 0.1% +3,462 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 81,880 $2.04M 0.79% -20,342 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 81,652 $2.03M 0.52% +28,497 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 79,103 $1.97M <0.01% +48,197 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 77,507 $1.93M 0.1% +39,288 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 71,995 $1.79M 0.64% -3,845 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70,816 $1.76M <0.01% +68,325 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 70,478 $1.75M <0.01% +3,594 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 68,513 $1.7M 0.19% +6,741 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 59,073 $1.47M 0.73% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 58,282 $1.45M 0.57% +8,878 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,057 $1.44M <0.01% +16,497 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 56,819 $1.41M 0.6% +704 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 55,692 $1.39M 0.02% +427 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 53,996 $1.34M 0.46% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 51,979 $1.29M 0.16% +18,192 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 50,988 $1.28M 0.04% -15,377 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 45,500 $1.13M 0.02% +33,000 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 45,484 $1.13M 0.02% +9,111 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 42,609 $1.06M <0.01% +25,577 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 42,304 $1.05M 0.04% +2,213 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 41,187 $1.02M 0.86% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,768 $1.01M 0.02% +2,010 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 40,187 $999K 0.01% +10,096 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 39,963 $994K <0.01% -5,696 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 39,354 $979K 0.07% +29,499 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 39,147 $974K 0.34% +392 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 38,646 $961K 0.11% +5,416 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 38,484 $957K 0.01% new 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 37,687 $937K 0.24% +11,528 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 36,339 $904K 0.58% -3,190 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 35,765 $889K 0.09% +298 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 34,937 $869K 0.33% -235 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 34,883 $868K <0.01% +6,325 13F-HR/A Timeline Group Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 34,638 $861K 0.51% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,220 $851K 0.02% +891 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 34,055 $847K 0.1% +8,545 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 33,929 $844K 0.07% 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 33,712 $838K 0.01% new 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 33,712 $838K 0.11% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,947 $819K 0.01% +16,560 13F-HR Timeline Group Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 32,456 $807K 0.59% +4,375 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 31,810 $791K 0.03% +882 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 31,153 $775K 0.03% +2,537 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 30,438 $757K 0.27% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 30,152 $750K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 29,723 $739K 0.02% new 13F-HR Timeline Group Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 29,718 $739K 0.51% -738 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 29,428 $732K 0.04% +11,722 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 29,326 $729K <0.01% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 28,763 $715K 0.21% +3,993 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,229 $677K <0.01% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 25,412 $632K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,075 $624K 0.01% +2,339 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 24,650 $613K 0.71% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,223 $602K 0.01% +6,766 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24,000 $597K <0.01% 0 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 23,465 $584K 0.08% -4,385 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 23,300 $579K <0.01% new 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,851 $568K 0.01% +1,103 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,800 $567K 0.03% +97 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 22,634 $563K 0.01% +7,740 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,589 $562K 0.05% +4,447 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,439 $558K 0.01% +10,192 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 21,320 $530K 0.27% -5,834 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 19,955 $496K 0.47% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 19,096 $475K 0.01% -4,939 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. 19,055 $474K 0.01% +295 13F-HR Timeline Group INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 18,734 $470K 0.33% -1,712 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 18,292 $455K 0.27% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 18,082 $450K <0.01% 13F-HR/A Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 17,068 $424K 0.34% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,938 $421K 0.01% +829 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,240 $404K 0.03% +305 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,827 $394K 0.01% +1,708 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 15,808 $393K 0.15% +473 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,669 $390K <0.01% +1,961 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,510 $386K <0.01% +1,439 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 15,339 $381K 0.31% +190 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,308 $381K 0.01% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,302 $381K 0.09% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 15,283 $380K 0.31% 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 15,283 $380K 0.31% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 15,209 $378K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,760 $367K 0.01% +11,689 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 14,591 $363K 0.31% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,500 $361K 0.02% -4,749 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 14,400 $358K 0.13% +179 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,335 $357K 0.01% +2,000 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,175 $353K <0.01% +393 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,148 $327K 0.01% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 12,590 $316K 0.08% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 12,450 $310K 0.07% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 12,398 $308K 0.1% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,273 $306K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12,210 $304K 0.03% -873 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 12,000 $298K 0.11% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 12,000 $298K 0.2% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,792 $293K 0.05% -403 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,755 $292K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,374 $283K 0.01% +8,665 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,971 $273K 0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,692 $266K <0.01% +5,835 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,549 $262K 0.12% -309 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,289 $256K 0.01% +4,050 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,257 $255K 0.01% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,173 $255K 0.09% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 10,252 $254K 0.11% -70,646 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,077 $251K 0.03% -84 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,060 $250K <0.01% -1,742 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 9,952 $248K 0.11% +1,680 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,300 $231K 0.02% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 9,225 $229K 0.09% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,834 $220K 0.01% +100 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 8,690 $216K 0.2% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,647 $215K 0.01% +337 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,264 $181K 0.01% +124 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) 7,163 $178K <0.01% new 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,945 $148K 0.08% +3,395 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,752 $143K 0.01% +1,608 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,036 $100K -1,011 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,942 $98K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,822 $95.1K <0.01% -3,035 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,071 $51.5K 0.05% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,781 $44.3K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,675 $41.7K <0.01% new 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,000 $24.9K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 912 $22.7K 0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 746 $18.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 739 $18.5K <0.01% -177 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 354 $8.8K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 350 $8.71K <0.01% -1,705 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 150 $3.73K <0.01% new 13F-HR Timeline