FMR LLC in group FMR LLC More: the full row for FMR LLC 9,205,293 $333M 0.02% -55,140 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,960,142 $252M 0.17% +4,647,932 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,856,740 $139M 0.04% +1,251,087 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,126,568 $76.6M 0.11% +446,567 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,111,621 $76.3M 0.02% +1,126,665 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,022,442 $73.1M 0.02% +1,999,003 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,804,795 $65.2M 0.01% +678,381 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,797,575 $65M 1.9% +36,842 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,482,448 $53.6M 0.02% +836,827 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,396,195 $50.5M 0.07% +128,527 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,366,522 $49.4M +104,610 Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,082,233 $39.1M 8.43% -249,610 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,050,471 $38M 0.04% +604,062 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 630,114 $22.8M 0.06% +182,286 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 625,753 $22.6M 7.17% +604,399 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 567,638 $20.5M 2.96% +59,958 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 504,647 $18.2M 5.03% new 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 438,771 $15.9M 1.98% -1,566 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 362,983 $12.4M 2.95% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 338,605 $12.2M 0.03% +69,273 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 314,362 $11.4M 0.08% +269,684 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 255,162 $9.22M <0.01% +23,896 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 249,103 $9.01M 0.04% +39,500 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 243,279 $8.79M 4.66% +237,043 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 231,611 $8.37M 0.41% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 219,799 $7.95M <0.01% +204,816 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 208,892 $7.55M 0.01% +200,756 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 202,895 $7.33M <0.01% +184,520 13F-HR/A Timeline Group 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 198,839 $7.19M <0.01% +75,959 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 189,025 $6.83M 0.16% +59,147 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 186,047 $6.73M 0.03% +94 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 183,925 $6.65M 0.27% +30,050 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 181,713 $6.57M 0.07% -9,137 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 177,692 $6.42M 3.6% +1,760 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 164,175 $5.93M 0.48% +84,723 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/ 161,922 $5.85M <0.01% +161,513 13F-HR/A Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 161,793 $5.85M 3.28% +12,838 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 160,600 $5.81M 0.33% +15,791 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 148,132 $5.35M 2.3% +60,013 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 142,711 $5.16M 1.4% +4,695 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 137,833 $4.98M 0.03% +56,160 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 113,817 $4.11M 2.19% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 110,118 $3.98M <0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 109,833 $3.97M 0.14% new 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 106,300 $3.84M 1.04% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 105,258 $3.81M 0.46% +8,779 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 103,600 $3.75M 0.15% +6,580 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 99,956 $3.72M 0.02% +89,382 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 88,241 $3.19M 2.19% +829 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 79,100 $2.86M <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 74,621 $2.7M 0.13% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 72,934 $2.64M 0.5% new 13F-HR Timeline MOTCO More: the full row for MOTCO 70,533 $2.55M 0.23% +4,961 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 68,846 $2.49M <0.01% +17,341 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 67,655 $2.45M 0.01% +9,313 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 66,809 $2.42M 1.44% +5,133 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 66,594 $2.41M 0.02% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 64,960 $2.35M 0.62% -1,119 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 58,507 $2.12M 0.41% +6,457 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,262 $2.11M 0.01% +52,140 13F-HR/A Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 55,208 $2M 0.6% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 55,134 $1.99M 0.39% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 53,385 $1.93M 0.45% +6,812 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 51,476 $1.86M 0.04% new 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 50,750 $1.83M 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45,494 $1.64M 0.01% +6,694 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 44,334 $1.6M +3,511 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,311 $1.6M 0.01% +40,207 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 44,049 $1.59M <0.01% new 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 43,603 $1.58M 0.95% +2,919 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 42,274 $1.53M 0.1% +17,246 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 41,334 $1.49M 0.02% +4,156 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 39,901 $1.44M 0.07% +4,718 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 39,807 $1.44M 1.42% +2,250 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 39,233 $1.42M 0.45% +16,320 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 38,431 $1.39M 0.13% +390 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 37,738 $1.36M 0.04% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 34,733 $1.26M 0.07% -6,065 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 33,440 $1.21M <0.01% +5,961 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 33,014 $1.19M 0.24% +1,277 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 31,467 $1.14M 0.04% -109 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30,050 $1.09M <0.01% +28,971 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 28,646 $1.04M 0.01% new 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 28,442 $1.03M 0.42% +2,149 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,031 $941K <0.01% -43,846 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 24,645 $891K 0.02% +82 13F-HR/A Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 22,167 $801K 0.72% +2,900 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 21,867 $790K 0.05% +1,288 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,466 $769K 0.04% -362 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,144 $728K <0.01% +3,002 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,553 $707K 0.03% +5,243 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,243 $660K <0.01% +655 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,569 $635K <0.01% new 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 17,552 $634K 0.16% +6,957 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,483 $632K 0.04% new 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,546 $598K 0.08% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 16,438 $594K 0.21% +51 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 15,703 $568K 0.21% +381 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,063 $507K <0.01% -498 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,771 $462K <0.01% +1,512 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,766 $461K 0.01% +35 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,567 $454K 0.03% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,395 $448K 0.03% +1,700 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,009 $434K 0.02% +1,805 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,936 $431K 0.02% -4,456 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,890 $430K 0.06% +1 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,170 $404K <0.01% +37 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,168 $404K 0.01% +912 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 10,933 $395K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,795 $390K 0.01% -939 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 10,715 $389K 0.02% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,033 $363K 0.09% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,829 $355K <0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,659 $349K 0.01% +226 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,399 $340K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,284 $336K 0.01% +8 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,241 $334K 0.07% -1,856 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 9,088 $329K 0.29% +19 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,939 $323K 0.23% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 9,059 $312K 0.03% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 8,537 $309K 0.05% -3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,458 $306K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,160 $295K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,122 $294K 0.01% +27 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,093 $293K <0.01% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,711 $279K 0.13% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,521 $272K 0.02% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,269 $263K 0.2% +785 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 7,215 $261K 0.13% -36 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,167 $259K 0.02% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,005 $253K 0.05% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,933 $251K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,840 $247K <0.01% -133 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,743 $244K <0.01% +20 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,633 $240K <0.01% +45 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,618 $238K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,476 $234K 0.01% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,411 $232K 0.1% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,225 $225K <0.01% -8,669 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 6,168 $223K 0.01% -221 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,927 $214K 0.04% +39 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,827 $211K 0.07% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,364 $194K <0.01% +725 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,508 $163K <0.01% +8 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,325 $156K 0.1% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3,922 $142K 0.04% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,912 $141K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 3,764 $136K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,570 $129K <0.01% +767 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,200 $116K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,046 $110K <0.01% -542 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,819 $102K 0.01% +10 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,698 $97.5K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,505 $90.6K 0.01% +12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,450 $88.6K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,279 $79.6K 0.05% +1,079 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,063 $74.6K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,997 $72.2K <0.01% -10 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,960 $70.9K <0.01% +1,914 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,662 $60.1K <0.01% -1,183 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,575 $56.9K 0.02% -234 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,529 $55.3K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,503 $54.3K 0.03% +5 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,288 $46.6K 0.06% +872 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,280 $46.3K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,236 $44.7K <0.01% +5 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,026 $37.1K <0.01% +886 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,015 $36K 0.01% +4 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 928 $33.5K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 908 $32.8K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 891 $32K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 711 $25.7K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 648 $23K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 612 $22.1K <0.01% -3,764 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 600 $21.7K <0.01% new 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 585 $21.1K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 500 $18K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 425 $15.4K <0.01% -7 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 413 $14.9K <0.01% +1 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 335 $12.1K 0.01% +1 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 316 $11K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 182 $6.58K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 181 $6.54K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 145 $5K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 124 $4.48K <0.01% +19 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 62 $2.24K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 54 $1.95K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 14 $519 <0.01% +3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $257 <0.01% new 13F-HR Timeline