MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 665,150 $145M 0.01% +111,374 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 535,642 $117M 0.02% +64,574 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 486,245 $106M 0.03% +105,532 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/ 392,631 $85.9M 0.01% +21,793 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 271,777 $59.4M 0.01% +139,088 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 209,245 $45.8M -9,929 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 206,482 $45.2M 0.03% -25,606 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 185,979 $40.7M 0.09% +33,401 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 178,698 $39.1M 0.44% -6,558 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 167,485 $36.6M 0.06% -8,791 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 163,518 $35.8M 0.2% -2,873 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 128,389 $28.1M 6.7% -12,096 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 97,668 $21.1M 0.05% -104,772 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 84,133 $18.4M 5.29% +670 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 82,993 $18.2M 0.58% -4,819 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 82,789 $18.1M 8.42% -8,536 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 82,044 $17.9M <0.01% +36,345 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 69,522 $15.2M <0.01% -6,686 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 68,039 $14.9M 0.03% -14,480 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,232 $14.3M 0.01% -17,013 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 63,462 $13.9M 0.02% -33,608 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 61,857 $13.5M 3.43% -10,535 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,242 $13.2M 0.01% +2,207 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 58,375 $12.8M 0.48% -6,492 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 53,826 $11.8M 0.91% new 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 48,549 $10.6M 4.86% -9,929 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 48,320 $10.6M 2.21% +971 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 46,754 $10.2M 0.5% +43,744 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,274 $10.1M 0.05% +41,004 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 45,563 $9.97M 0.32% +3,348 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 45,133 $9.87M 2.79% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,630 $9.76M 0.03% +4,131 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 44,502 $9.73M -1,819 Timeline Solitude Financial Services More: the full row for Solitude Financial Services 40,238 $9.13M 2.7% -2,981 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,501 $8.64M 0.01% +26,773 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 38,794 $8.49M 3.97% -8,635 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,507 $8.42M 0.01% -28,688 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 37,998 $8.31M +5,770 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,780 $7.17M 0.01% -3,082 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 32,274 $7.06M 0.26% -7,701 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 31,236 $6.83M <0.01% +4,889 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,475 $6.45M 0.24% -13,908 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,701 $5.97M <0.01% +10,668 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 25,899 $5.66M 1.28% -7,229 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,681 $5.18M 0.01% +1,210 13F-HR Timeline Group Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 23,050 $5.04M 4.3% -3,757 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 22,964 $5.02M 0.66% new 13F-HR Timeline Castellan Group More: the full row for Castellan Group 22,882 $5M 0.69% -15,101 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,843 $5M 0.01% -11,747 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 22,820 $4.99M 0.01% -45,290 13F-HR Timeline Group Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 460,020 $4.57M 0.9% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,742 $4.1M 0.08% new 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 17,963 $3.93M +16,964 Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 17,221 $3.76M 0.5% -1,290 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,780 $3.67M 0.04% +344 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,953 $3.49M 0.12% +3,133 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,591 $3.41M 0.01% -294 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,682 $3.21M <0.01% +119 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 14,565 $3.19M 0.82% -13,198 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 14,082 $3.08M 0.32% -4,773 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,967 $3.06M 0.1% +10,291 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,533 $2.74M 0.5% -636 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,641 $2.55M 1.05% -2,648 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 11,562 $2.53M 0.32% -559 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,309 $2.47M 0.02% +176 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,898 $2.38M 0.03% +4,448 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,578 $2.31M 0.01% +2,012 13F-HR/A Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 10,563 $2.31M 1.44% -8,459 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 10,220 $2.22M 1.24% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,327 $2.04M 0.02% +12 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,285 $2.03M 0.04% +830 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,480 $1.85M <0.01% -226 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8,378 $1.83M 0.76% +1,436 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,122 $1.78M 0.03% +4,909 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,056 $1.76M 0.02% +735 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,764 $1.7M 0.05% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,743 $1.69M 0.13% +417 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,540 $1.65M 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,292 $1.61M 0.02% -272 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,810 $1.49M 0.02% -184 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,424 $1.41M 0.94% -15,033 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,423 $1.4M <0.01% +115 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,243 $1.37M 0.03% -958 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,225 $1.36M 0.01% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,145 $1.13M 0.04% 0 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 5,070 $1.11M 0.58% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,065 $1.11M 0.31% -282 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,057 $1.11M 0.38% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,882 $1.07M 0.35% -40,228 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 4,738 $1.04M 0.71% -28 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,605 $1.01M 0.3% -883 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,574 $1M 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,520 $993K 0.02% +955 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 4,226 $924K 0.13% -182 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,186 $915K 0.02% +2,769 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,132 $904K 0.01% +155 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,107 $898K <0.01% new 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,908 $855K 0.1% +404 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,152 $854K 0.02% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,875 $847K 0.83% +130 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 3,853 $843K 0.22% 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,763 $823K 0.01% +573 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,689 $807K <0.01% +2,317 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,593 $786K <0.01% +34 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,567 $780K 0.28% +585 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,367 $736K 0.01% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,438 $730K 0.32% +2,025 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,337 $730K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,300 $722K 0.52% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,286 $719K 0.3% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,260 $713K 0.01% 0 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,035 $664K 0.07% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,020 $661K 0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,990 $654K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 2,965 $649K 0.17% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,938 $643K <0.01% +488 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,907 $636K <0.01% +546 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,895 $633K 0.05% +965 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,879 $630K 0.01% +71 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,746 $601K 0.42% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,719 $595K 0.03% -80 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 2,674 $585K new Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,638 $577K <0.01% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,612 $571K 0.15% -322 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,600 $569K 0.2% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,488 $544K 0.25% +103 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,468 $540K 0.21% 13F-HR/A Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,425 $530K 0.52% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,400 $525K 0.03% -725 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,397 $524K <0.01% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,349 $514K 0.15% +79 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,324 $508K 0.03% -51 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,336 $493K +1,290 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,200 $481K 0.01% +63 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,200 $481K 0.04% +150 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,200 $481K 0.42% +63 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,039 $446K 0.16% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,025 $443K 0.01% new 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,022 $442K 0.01% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,021 $442K 0.2% +275 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,008 $439K 0.09% -33 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,897 $415K 0.03% +361 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,882 $412K 0.06% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,866 $408K 0.05% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,945 $402K <0.01% +424 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,836 $402K 0.06% +575 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,825 $399K 0.03% +450 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,798 $393K <0.01% -1,214 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,782 $390K 0.02% -52 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,776 $388K 0.01% +78 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,738 $380K 0.01% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,720 $376K 0.15% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,706 $373K 0.01% -91 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,700 $372K 0.09% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,687 $369K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,645 $360K <0.01% -30 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,633 $357K 0.01% new 13F-HR/A Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,601 $350K 0.18% -89 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,591 $348K 0.2% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,588 $347K <0.01% -433 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 1,558 $341K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,540 $337K 0.05% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,533 $335K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,475 $323K 0.02% +56 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,469 $321K <0.01% +291 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,457 $319K 0.01% -699 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,420 $311K <0.01% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,416 $310K 0.04% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,400 $306K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,378 $301K 0.03% +6 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,372 $300K 0.01% +9 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,371 $300K 0.05% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,332 $291K <0.01% +43 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,330 $291K 0.02% -492 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,322 $289K <0.01% +1,209 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,303 $285K 0.02% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,284 $281K 0.08% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,243 $272K <0.01% -1,380 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,220 $267K 0.05% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,208 $264K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,203 $263K 0.03% -95 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,179 $258K 0.01% +122 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,168 $255K <0.01% -25 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,155 $253K <0.01% new 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,146 $251K 0.22% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,139 $249K 0.04% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,124 $246K <0.01% new 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,121 $245K 0.17% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,118 $245K <0.01% -3,432 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,108 $242K <0.01% 0 13F-HR Timeline Family Investment Center, Inc. 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