WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,372,477 $879M 0.18% +250,352 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,970,014 $245M 0.07% -168,138 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 5,598,074 $230M 1.88% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,401,595 $180M 5.58% -93,349 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/ 4,302,027 $177M 0.01% -214,767 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,547,010 $146M -206,449 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,293,486 $135M 0.01% -33,068 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 3,253,245 $134M 0.26% +61,801 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,681,342 $110M 0.75% -93,549 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,943,258 $79.9M 0.01% +20,192 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,916,600 $78.8M 0.1% +219,435 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,364,351 $56.1M 0.09% +50,958 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,323,264 $54.4M 5.66% +34,806 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,284,257 $52.8M 0.11% +16,133 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,237,288 $50.9M 1.84% +456,812 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,022,722 $42M 1.55% -14,199 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,015,852 $41.8M 5.27% -11,826 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,009,846 $41.5M 0.68% -78,246 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,001,822 $41.2M 0.42% -8,725 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 998,398 $41M 0.01% +35,747 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 989,791 $40.7M 0.01% -4,523 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 980,213 $40.3M 5.54% +20,407 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 974,057 $39.7M 0.06% -8,567 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 956,661 $39.3M 5.39% +28,677 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 934,334 $38.4M 5.69% -22,971 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 927,844 $38.1M 1.91% -21,823 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 910,866 $37.4M 0.01% +54,027 13F-HR 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 731,721 $30.1M 0.01% -5,277 13F-HR Timeline Group SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 721,323 $29.7M 19.54% +73,212 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 718,036 $29.5M 0.02% +4,962 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 712,414 $29.3M 10.12% +7,157 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 695,743 $28.6M 0.16% +108,990 13F-HR/A Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 682,697 $28.3M 16.29% +20,043 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 659,975 $27.1M 2.68% +25,312 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 637,569 $26.2M 3.09% -43,936 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 618,007 $25.4M 0.03% -48,971 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 610,291 $25.1M 3.01% -16,778 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 574,878 $23.6M 0.05% +559,004 13F-HR Timeline Group Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 567,922 $23.3M 7.11% +13,132 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 543,277 $22.3M 3.17% +53,573 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 538,054 $22.1M 0.01% +21,428 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 497,709 $20.5M 1.83% -11,103 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 477,308 $19.6M 8.8% +5,575 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 474,600 $19.5M 9.87% +20,114 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 473,488 $19.5M 0.71% -686 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 440,747 $18.1M 1.22% +5,892 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 416,374 $17.1M 2.11% +38,570 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 403,389 $16.6M 2.49% +26,219 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 385,212 $15.8M 0.48% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 380,186 $15.6M 0.56% new 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 374,836 $15.4M 3.66% -702 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 342,724 $14.1M 0.02% +12,339 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 340,749 $14M 8.05% -68,826 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 325,944 $13.4M 0.04% +15,068 13F-HR Timeline Group Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 313,477 $12.9M 1.22% +152,270 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310,870 $12.8M 0.02% +139,644 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 295,368 $12.1M 2.28% 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 295,260 $12.1M 2.39% +5,930 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 274,592 $11.3M 0.77% -6,080 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 273,068 $11.2M 0.66% -675 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 271,786 $11.2M 0.1% +84,408 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 268,147 $11M 0.42% -5,786 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 264,432 $10.9M 0.02% +20,561 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 264,253 $10.9M 0.02% +250,214 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 261,097 $10.7M 1.27% +157,200 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 239,540 $10.1M 2.93% +31,661 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 242,386 $9.96M 3.67% +7,633 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 242,294 $9.96M 0.13% +10,187 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 241,279 $9.92M 2.75% +4,610 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 229,347 $9.39M 0.01% +6,186 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 227,371 $9.35M 0.37% +7,012 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 214,834 $8.83M 0.18% -2,617 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 177,548 $7.3M 3.31% +171,098 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 172,192 $7.08M 1.53% -4,205 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 171,865 $7.07M 0.15% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 166,840 $6.86M 1.83% -8,365 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 166,260 $6.83M 0.01% -886 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 164,499 $6.76M 0.02% +67,700 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 157,467 $6.47M 0.02% +34,278 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 148,888 $6.16M 1.17% +5,503 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 147,646 $6.07M 0.02% +11,383 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 145,223 $5.97M 0.01% -30,631 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 143,474 $5.9M 0.86% +1,571 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 134,344 $5.52M 0.14% +15,019 13F-HR/A Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 134,265 $5.52M 1.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 125,283 $5.15M 0.45% +2,696 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 116,739 $4.8M 0.4% +7,703 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 111,146 $4.57M 0.17% -4,251 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 104,679 $4.3M 0.02% +1,464 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 98,721 $4.06M 0.26% -2,426 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 94,914 $3.9M 0.03% -13,195 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 94,603 $3.86M <0.01% +34,806 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 92,681 $3.81M 0.13% +219 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 90,666 $3.72M 0.02% +23,112 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 89,795 $3.69M 0.29% +4,560 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 86,752 $3.57M 0.12% -344 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 86,430 $3.55M 0.03% -21,372 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 83,294 $3.42M 0.02% +8,410 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 81,011 $3.33M 0.7% +10,116 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 80,978 $3.33M 2.98% +4,822 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 79,999 $3.29M 1.27% -3,735 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 79,042 $3.25M 0.69% +4,391 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 78,963 $3.25M <0.01% -29,335 13F-HR/A Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 78,874 $3.24M 1.15% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 73,112 $3.01M 1.26% +1,986 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 67,577 $2.78M 0.15% +5,250 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 66,267 $2.72M 0.23% -414 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 62,434 $2.57M 0.01% +10,033 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 62,429 $2.57M 0.03% -2,479 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 61,246 $2.52M 0.28% +1,415 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 57,096 $2.35M 0.07% -9,182 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 56,620 $2.33M <0.01% +1,301 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 54,046 $2.22M 0.16% -290 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 53,702 $2.21M 0.08% -1,486 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 51,414 $2.11M 0.13% +11,515 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 49,861 $2.05M 0.19% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 46,664 $1.92M 0.48% +597 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 43,704 $1.8M 0.23% +3,858 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 43,413 $1.78M <0.01% +5,257 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 42,750 $1.76M 0.23% -203 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 41,746 $1.72M <0.01% +29,895 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,053 $1.57M +2,140 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 37,510 $1.54M 0.14% +33,997 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 36,274 $1.51M 0.25% -10,145 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 36,486 $1.5M 0.12% +6,115 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 34,080 $1.4M 2.85% +175 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 33,739 $1.39M 0.15% -150 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 32,668 $1.34M 0.15% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 32,239 $1.33M 0.16% +16,940 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 31,804 $1.31M 0.03% -11,101 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 31,695 $1.3M 0.02% -1,167 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,680 $1.26M 0.05% -940 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 30,466 $1.25M 0.77% -101 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,744 $1.22M 0.25% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 29,229 $1.2M 0.26% -1,118 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 28,386 $1.17M 0.1% -1,180 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,264 $1.16M 0.02% -14 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 27,106 $1.11M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 27,106 $1.11M 0.08% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,886 $1.11M 0.27% +1,541 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,401 $1.09M 0.02% -83 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 25,198 $1.04M 0.4% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 24,120 $992K 0.01% -6,051 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,958 $985K <0.01% -2,893 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,387 $961K 0.41% +1 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,292 $958K 0.04% -451 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,266 $956K <0.01% +4,108 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 21,930 $902K 0.02% -2,234 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 21,307 $876K 0.39% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,950 $861K 0.03% +4,658 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,768 $854K <0.01% +230 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 20,438 $840K 0.04% +162 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 13,098 $538K 0.17% -608 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,954 $533K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,695 $522K 0.01% -9,928 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,692 $522K <0.01% -1,115 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 12,536 $515K 0.08% +4,754 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,949 $491K 0.11% +3,749 13F-HR Timeline Ausdal Financial Partners, Inc. 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