LPL Financial LLC More: the full row for LPL Financial LLC 7,664,395 $687M 0.27% +121,726 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,933,299 $532M 0.04% -271,820 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,343,718 $479M 0.18% -281,646 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,250,391 $291M 0.07% -232,351 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,234,549 $200M 0.04% +1,864,116 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,689,203 $151M 0.01% -25,661 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,482,591 $133M 0.03% -127,385 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,466,900 $131M 0.25% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,400,728 $126M 0.18% -120,045 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,274,001 $114M 0.25% +96,598 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,259,518 $113M 0.03% -147,222 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,257,755 $113M -124,587 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,054,497 $94.5M 0.32% -47,176 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 953,101 $85.5M 0.02% -73,641 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 808,253 $72.5M 0.44% -37,430 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 706,065 $63.3M 0.07% -173,184 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 603,096 $54.1M 1.55% -17,379 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 569,323 $51M 0.08% -94,548 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 536,475 $48.1M -141,293 Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 522,464 $46.8M 37.86% -28,474 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 471,648 $42.3M 1.55% -9,762 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 460,053 $41.2M 0.14% +21,674 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 430,512 $38.1M 0.03% +183,074 13F-HR/A Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 425,544 $37.7M 3.53% -5,765 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 417,074 $37.4M 0.91% +47,238 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 378,264 $33.9M 0.07% -78,965 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 375,398 $33.7M 4.88% -7,051 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 327,499 $29.4M 1.63% -763 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 322,095 $28.9M 7.48% +7,379 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 304,616 $27.3M 0.02% +340 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 302,092 $27.1M 0.08% -286 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 295,779 $26.5M 4.35% +8,952 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 275,723 $24.7M 0.2% -75,522 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 260,113 $23.3M 19.22% +4,896 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 201,010 $23.2M 0.14% +27,742 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 257,687 $23.1M 1.87% +11,930 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 243,329 $21.8M 0.13% -15,731 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 229,551 $20.6M 0.47% -8,841 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 227,641 $20.4M 2.91% +5,635 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 223,508 $20M 1.29% -103,081 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 220,563 $19.8M 0.58% +11,589 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 199,030 $17.8M 2.01% -2,904 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 196,052 $17.6M 6.58% -10,040 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 181,394 $16.3M 0.2% -99,681 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 180,317 $16.2M 0.42% -25,793 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 174,844 $15.7M -175,806 Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 171,678 $15.4M 7.63% -20,721 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 166,580 $14.9M 2.38% +11,751 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 161,755 $14.5M 0.04% +2,286 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 160,629 $14.4M 0.02% -6,510 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 158,085 $14.2M 0.21% +3,821 13F-HR Timeline Group tru Independence LLC More: the full row for tru Independence LLC 150,353 $13.5M 4.18% +12,105 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 147,089 $13.2M 2.86% +11,011 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 138,974 $12.5M 0.01% +4,214 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 122,825 $11M 0.01% +957 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 120,332 $10.8M 0.01% +87,240 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 117,796 $10.6M 1.57% -1,864 13F-HR/A Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 117,355 $10.5M 3.19% -2,578 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 117,185 $10.5M 2.36% +21,210 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 114,822 $10.3M 0.68% -27,674 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 112,658 $10.1M 0.56% -10,812 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 109,312 $9.8M 4.72% +3,553 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 109,032 $9.77M 0.28% +13,225 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. 107,266 $9.62M 0.21% -4,889 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 105,008 $9.41M 1.9% -45,780 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 104,494 $9.37M 0.11% -6,738 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 102,984 $9.23M 5.71% -4,293 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 102,659 $9.2M 0.14% -69,046 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 102,439 $9.18M 0.35% +3,746 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100,914 $9.05M 0.08% +1,206 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 100,641 $9.02M 3.34% +6,776 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 98,223 $8.8M 0.08% +1,647 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 92,099 $8.26M 0.84% -3,927 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 91,323 $8.19M 5.48% -424 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90,214 $8.09M 0.07% -4,157 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 88,663 $7.95M 1.85% +2,603 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 87,308 $7.83M 6.48% +595 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 86,537 $7.76M 0.11% +56,943 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 85,000 $7.62M 1.1% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 83,794 $7.51M 0.14% +3,285 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 82,934 $7.43M 1.41% +272 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 82,866 $7.43M 0.01% +47,144 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 79,264 $7.11M 0.09% new 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 78,277 $7.02M 2.97% +4,572 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 75,201 $6.74M 0.22% +59 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 74,880 $6.71M 0.09% -139,775 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 74,006 $6.63M 0.21% -6,459 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 72,473 $6.5M 0.88% -5,429 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 72,331 $6.48M 0.1% +445 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 72,081 $6.46M 2.25% -905 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 71,243 $6.39M 3.93% -52 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 68,388 $6.13M 1.26% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 65,403 $5.86M 0.02% -22,455 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 65,028 $5.83M 0.5% +64,961 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 63,984 $5.74M 1.61% -104,512 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 63,603 $5.7M 5.12% +1,923 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 60,659 $5.44M 0.17% -1,133 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 60,560 $5.43M 2.12% -6,312 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 60,399 $5.41M 2.5% -821 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 61,120 $5.38M 0.22% -3,754 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 59,182 $5.31M 2.26% -534 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 59,319 $5.21M 3.42% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 57,441 $5.15M 2.95% -2,049 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 56,569 $5.07M 0.89% +1,398 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 56,353 $5.05M 0.04% -2,865 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 55,615 $4.99M 2.51% +7,258 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 55,160 $4.94M 0.27% -20,362 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 55,144 $4.94M 0.01% -1,223 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 54,309 $4.86M 0.43% +630 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 53,467 $4.79M 0.44% -40,953 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 52,731 $4.73M 0.12% -9,512 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 52,017 $4.66M 0.18% +1,269 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 51,949 $4.66M 0.41% -51 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 51,684 $4.63M 0.09% -9,456 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 51,346 $4.6M 1.79% +393 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 50,947 $4.57M 0.92% +1,880 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 50,827 $4.56M 0.16% -197 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 51,691 $4.55M 0.05% -9,307 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 49,726 $4.46M <0.01% -753 13F-HR Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 48,959 $4.39M 1.85% +1,855 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 48,094 $4.31M 0.3% -13,854 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 48,032 $4.31M 1.38% -2,964 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 47,924 $4.3M 1.85% +11 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 46,914 $4.21M 0.05% +914 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 46,853 $4.2M 1.4% +497 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 46,467 $4.17M 0.11% -80 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 46,434 $4.16M 0.13% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 48,246 $4.14M 0.78% +31,936 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 45,400 $4.07M 0.13% +7,908 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 45,320 $4.06M 4.29% +13,669 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 44,943 $4.03M 1.62% -4,841 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 43,765 $3.92M 0.13% -2,976 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 43,651 $3.91M 0.44% -1,772 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 43,090 $3.86M 3.66% -247 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,812 $3.84M 0.12% -23,726 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 42,459 $3.81M 0.35% -3,008 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 43,554 $3.8M 1.47% -4,220 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 41,528 $3.72M 2.53% -2,703 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 41,371 $3.71M 3.49% -2,173 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 41,345 $3.71M 0.9% +300 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 42,036 $3.69M 0.08% 0 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 40,708 $3.65M 0.43% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,482 $3.63M <0.01% +878 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 40,070 $3.59M 1.81% -3,241 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 39,314 $3.52M 0.28% -3,615 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 38,688 $3.47M 1.61% -9,721 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 38,483 $3.45M 0.24% +147 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 38,046 $3.41M 0.19% -2,306 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,266 $3.34M 0.13% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 36,678 $3.29M 0.24% -2,158 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,777 $3.21M 0.01% -1,187 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 35,577 $3.19M 3.19% -1,368 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 34,888 $3.13M 2.76% -1,080 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 34,758 $3.12M 0.01% -274 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 33,753 $3.03M 2.76% -1,428 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 33,280 $2.98M 2.36% +7 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,568 $2.92M 0.26% -7,345 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 31,867 $2.86M 1.43% -335 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 31,239 $2.8M 0.17% -4,563 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 30,943 $2.77M 0.12% +183 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 30,640 $2.75M 0.28% -5,278 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 30,472 $2.73M 0.21% -3,410 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 29,563 $2.65M 0.26% -465 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 29,547 $2.65M 1.22% -111 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 29,486 $2.64M 2.6% -700 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 29,440 $2.64M <0.01% +6,101 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 29,253 $2.62M 0.18% -2,293 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 29,103 $2.61M 0.41% -1,143 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 28,991 $2.6M 0.1% +4,245 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 28,591 $2.56M 0.12% +641 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 28,431 $2.55M 0.03% -1,721 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 27,900 $2.5M 0.55% -140 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 27,385 $2.45M 0.08% -1,175 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 26,505 $2.38M 0.17% +443 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 26,296 $2.36M 0.43% -115 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 26,283 $2.36M 1.78% -112 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 26,263 $2.35M 0.51% -3,695 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 26,211 $2.35M 1.46% -2,979 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 25,518 $2.29M 0.03% -32,112 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 24,407 $2.19M 0.45% -1,831 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 24,238 $2.17M 0.29% -1,320 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 23,762 $2.13M 1.05% -137 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 23,716 $2.13M 0.23% -90,632 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 23,659 $2.12M 2.12% +745 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,419 $2.1M 0.06% -1,301 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,175 $2.08M 0.05% -1,393 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 22,428 $2.01M 0.13% -14,514 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,332 $2M 0.07% +3,088 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 22,187 $1.99M 1.13% +1,358 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 22,087 $1.98M 0.66% -2,314 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 22,069 $1.98M 0.13% -22,673 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 21,655 $1.94M 1.75% -961 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 21,653 $1.94M <0.01% -10,024 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 21,628 $1.94M 0.56% -2,027 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 21,346 $1.91M 0.94% -499 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 21,334 $1.91M 0.17% -705 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 21,093 $1.89M 0.88% -2,071 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,645 $1.85M 0.14% -1,269 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 20,301 $1.82M 0.29% -557 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 19,956 $1.79M 1.53% -257 13F-HR Timeline