MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,081,289 $139M 0.01% +30,770 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 962,684 $123M 0.03% +28,023 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 719,915 $92.3M 0.02% +40,536 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 441,555 $56.6M 0.02% -3,332 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 273,951 $35.1M 0.01% +12,540 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 208,588 $26.7M -9,195 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 205,567 $26.4M <0.01% +74,594 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 198,133 $25.4M 0.03% +2,319 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 156,988 $20.1M 0.03% -27,759 13F-HR Timeline Group Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 136,778 $17.5M 9.75% +6,660 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 120,617 $15.5M 0.02% -3,615 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 120,543 $15.5M -2,800 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 90,925 $11.7M 0.01% +2,132 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 76,851 $9.86M 1.09% +34,644 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 76,389 $9.8M 0.01% +3,074 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 70,208 $9M 1.35% +49 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,449 $8.65M 0.01% +1,734 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 60,065 $8.26M 0.18% +1,256 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,085 $6.94M 0.01% -5,459 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,370 $5.69M 0.03% -2,910 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 43,191 $5.54M 0.03% -168 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 39,760 $5.1M 0.06% +151 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 38,025 $4.88M -10,625 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 37,693 $4.83M 0.18% +873 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,916 $4.35M 0.01% -20,676 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,414 $4.29M 0.01% +2,692 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 32,527 $4.17M <0.01% +30,299 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 28,045 $3.6M 0.06% +187 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,420 $3.39M 0.02% +78 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 26,183 $3.36M 1.44% +511 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,775 $3.31M 0.05% +12,260 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 23,322 $2.99M 0.38% +1,031 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 22,592 $2.9M 0.54% +10,821 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 22,247 $2.85M 4.29% -82 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 21,076 $2.71M 0.03% +1,651 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,293 $2.6M 0.07% -64 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,781 $2.43M 0.01% -793 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,540 $2.38M <0.01% +1,163 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 18,270 $2.34M 0.03% +16 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 17,071 $2.21M 0.84% +5,855 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,053 $2.19M <0.01% -59 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,913 $2.17M 0.04% +2 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,310 $2.09M 0.01% +633 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,241 $2.08M 0.07% +11,185 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 16,021 $2.05M <0.01% new 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 15,700 $2.01M 0.23% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,004 $1.92M 0.02% -69 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,954 $1.76M <0.01% +1,022 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,434 $1.59M <0.01% +9,547 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 12,217 $1.57M 0.12% -225 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,040 $1.54M <0.01% -373 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 11,991 $1.54M 0.51% -177 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,156 $1.43M 0.01% +440 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,789 $1.38M 0.02% +2 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,499 $1.35M 0.45% -114 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,162 $1.32M 0.14% -412 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,184 $1.31M 0.04% -45 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 9,766 $1.25M 0.14% +751 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,740 $1.25M 0.04% -10,397 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,585 $1.23M 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,441 $1.21M 0.25% +7,307 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 9,104 $1.17M 0.57% -140 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 8,945 $1.15M 0.21% -1,150 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,085 $1.14M 0.01% +1 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,124 $1.04M 0.22% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,792 $999K <0.01% -307 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 6,668 $919K 1.02% +296 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,159 $918K 0.11% +7 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 7,120 $913K 0.35% -777 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 7,071 $907K 0.29% +5,174 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,905 $886K 0.17% -277 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,768 $868K +3,384 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,663 $854K <0.01% -7,216 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,326 $811K 0.41% -15,062 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,098 $782K 0.07% +6,032 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,671 $708K <0.01% +5,270 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,427 $696K <0.01% +778 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,383 $690K <0.01% -200 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,219 $669K <0.01% -280 13F-HR/A Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,139 $659K 0.03% new 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 5,112 $656K 0.07% +921 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,953 $618K 0.04% -63,926 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,736 $607K 0.23% 0 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 4,628 $594K 0.27% -36 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,568 $586K 0.01% -34 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,515 $579K <0.01% +1,113 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,498 $577K <0.01% -30 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,259 $546K 0.31% -29 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,929 $504K 0.08% +181 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,872 $496K 0.13% +344 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,667 $470K 0.02% -475 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,629 $465K 0.01% -779 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,621 $464K 0.04% +1 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,581 $459K 0.02% -47 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,535 $456K <0.01% +1,364 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,463 $444K 0.06% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,380 $433K <0.01% +5 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,367 $432K 0.16% -52 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,351 $430K 0.02% -40 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,241 $416K <0.01% -148 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,230 $414K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,191 $409K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,071 $394K 0.01% 0 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 3,018 $387K 0.16% -21 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,900 $372K 0.05% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,885 $370K 0.09% +5 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,859 $367K 0.02% -346 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,778 $356K 0.25% +50 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,741 $352K 0.11% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,686 $344K 0.03% -88 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,411 $325K 0.01% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,458 $315K 0.03% -446 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 2,441 $313K 0.35% +553 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,417 $310K <0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,392 $307K <0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,382 $305K 0.08% -282 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 2,367 $304K 0.26% +6 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,324 $298K 0.01% +2 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,317 $297K 0.11% -310 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,255 $289K <0.01% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,222 $285K 0.03% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,185 $280K 0.02% -521 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,171 $278K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,151 $276K 0.01% -317 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,128 $273K 0.01% +25 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,102 $270K 0.01% +193 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,097 $269K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,095 $269K <0.01% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,084 $267K 0.07% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1,918 $265K 0.17% +5 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,045 $262K 0.02% -57 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,028 $260K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,008 $258K <0.01% +30 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 2,000 $256K 0.22% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,993 $256K <0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,977 $254K <0.01% -10 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,971 $253K 0.03% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,967 $252K 0.09% -23 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,868 $239K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,867 $239K <0.01% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,861 $239K 0.06% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,821 $234K 0.01% -75 13F-HR/A Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 1,784 $229K 0.14% +2 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,769 $227K 0.09% +4 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,755 $225K 0.15% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,737 $223K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,703 $218K 0.09% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,695 $217K 0.13% -212 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,694 $217K 0.11% +33 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,657 $212K <0.01% +1 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,623 $208K 0.16% -35 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,617 $207K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,610 $206K 0.01% 0 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,608 $206K 0.03% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,590 $204K 0.11% +35 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,589 $204K 0.06% -2,191 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,576 $202K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,502 $195K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,472 $189K 0.01% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,385 $179K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,295 $166K 0.01% +368 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,178 $151K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,071 $137K <0.01% -30 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,058 $136K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,053 $135K <0.01% +952 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,036 $133K <0.01% +62 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 930 $119K <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 889 $114K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 854 $110K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 742 $95.2K <0.01% 0 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 732 $93.9K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 725 $93K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 680 $87.2K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 541 $69.4K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 415 $53.2K 0.15% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 387 $49.6K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 303 $39K <0.01% +13 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 290 $37.2K 0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 289 $37.1K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 273 $35K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 258 $33.1K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 245 $31.4K <0.01% -221 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 243 $31.2K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 242 $31K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 207 $26.5K <0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 199 $25.5K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 185 $23.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 146 $18.7K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 134 $17.2K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 130 $16.7K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 120 $15.4K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 118 $15.1K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 95 $12.7K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 101 $12.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 90 $11.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 90 $11.5K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 87 $11.2K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 75 $9.62K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 74 $9.49K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 41 $5.27K <0.01% 0 13F-HR Timeline