WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,119,644 $950M 0.19% +747,167 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,780,977 $248M 0.07% -189,037 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 5,429,627 $233M 1.88% -168,447 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/ 4,684,547 $201M 0.01% +382,520 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,478,415 $192M 5.73% +76,820 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,313,212 $142M 0.01% +19,726 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,217,402 $138M -329,608 Timeline Betterment LLC More: the full row for Betterment LLC 3,095,283 $133M 0.25% -157,962 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,590,791 $111M 0.72% -90,551 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,941,802 $83.4M 0.11% +25,202 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,737,052 $74.6M 0.01% -206,206 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,366,320 $58.7M 0.09% +1,969 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,365,028 $58.6M 1.12% +1,193,163 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,331,851 $57.2M 5.9% +8,587 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,286,568 $55.2M 0.11% +2,311 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,284,447 $55.2M 1.9% +47,159 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,022,545 $43.9M 5.71% +42,332 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,009,773 $43.4M 1.63% -12,949 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,008,073 $43.4M 5.47% -7,779 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 993,660 $42.7M 0.42% -8,162 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 980,038 $42.1M -9,753 Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 970,100 $41.7M 5.56% +13,439 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 969,218 $41.6M 0.01% -29,180 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 960,951 $41.3M 0.06% -13,106 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 903,394 $41.1M 1.9% -24,450 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 948,988 $40.7M 0.01% +38,122 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 945,892 $40.6M 0.63% -63,954 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 733,447 $31.5M 0.02% +15,411 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 717,165 $30.8M 0.01% -14,556 13F-HR Timeline Group SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 714,410 $30.7M 19.79% -6,913 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 712,975 $30.6M 0.17% +17,232 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 708,781 $30.4M 10.84% -3,633 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 682,684 $30.2M 16.54% -13 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 703,394 $30.2M 2.85% +43,419 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 649,776 $27.9M 3.2% +12,207 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 608,263 $26.2M 0.05% +33,385 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 610,791 $26.2M 0.03% -7,216 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 600,503 $25.8M 2.99% -9,788 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 578,310 $24.8M 0.56% new 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 565,608 $24.3M 7.36% -2,314 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 543,358 $23.3M 0.01% +5,304 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 505,853 $21.7M 9.34% +28,545 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 498,040 $21.4M 1.84% +331 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 482,960 $20.7M 3.2% new 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 478,183 $20.5M 9.7% +3,583 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 475,103 $20.4M 0.71% +1,615 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 468,352 $20.1M 2.87% -465,982 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 441,848 $19M 1.25% +1,101 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 429,780 $18.5M 1.7% +116,303 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 422,232 $18.1M 2.18% +5,858 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 387,081 $16.6M 0.47% +1,869 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 373,145 $16M 3.78% -1,691 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 363,417 $15.6M 0.02% +20,693 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 341,670 $15.2M 1.88% -61,719 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 340,132 $14.6M 7.78% -617 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 334,048 $14.3M 0.04% +8,104 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 326,450 $14.3M 0.02% +15,580 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 297,648 $12.8M 2.26% +2,388 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 293,492 $12.6M 7.03% 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 292,893 $12.6M 2.3% -2,475 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 287,380 $12.3M 0.02% +22,948 13F-HR/A Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 269,020 $11.6M 0.15% +26,726 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 269,621 $11.6M 0.66% -3,447 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 266,575 $11.4M 0.03% +102,076 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 266,514 $11.4M 0.43% -1,633 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 265,657 $11.4M 0.73% -8,935 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 240,094 $10.3M 1.19% -21,003 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 239,915 $10.3M 3.61% -2,471 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 237,908 $10.2M 2.88% -3,371 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 228,348 $9.81M 0.36% +977 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 218,034 $9.36M 3.95% +40,486 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 214,627 $9.22M 0.18% -207 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 213,756 $9.18M 0.01% -15,591 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 211,157 $9.07M 0.05% new 13F-HR Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 196,214 $8.43M 1.86% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 187,836 $8.07M 0.01% +42,613 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 176,632 $7.58M 1.58% +4,440 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 173,445 $7.45M 2.68% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 163,272 $7.01M 0.01% -2,988 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 151,836 $6.52M 0.08% -119,950 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 151,311 $6.5M 0.62% new 13F-HR/A Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 147,213 $6.32M 1.6% -19,627 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 144,626 $6.21M 0.02% -3,020 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 137,672 $5.91M 0.01% -19,795 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 137,019 $5.88M 0.13% +2,675 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 136,991 $5.88M 0.84% -6,483 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 134,265 $5.77M 0.84% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 128,509 $5.52M 0.47% +3,226 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 125,829 $5.4M <0.01% +31,226 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 122,254 $5.25M 0.43% +5,515 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 121,334 $5.21M 0.19% +10,188 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 94,667 $4.06M 0.01% -10,012 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 93,612 $4.02M 0.31% +3,817 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 93,421 $4.01M 0.24% -5,300 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 91,989 $3.95M 0.03% -2,925 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 89,328 $3.84M 0.13% -3,353 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 88,135 $3.78M 0.74% +9,093 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 83,837 $3.6M 0.12% -2,915 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 82,334 $3.54M 3.02% +1,356 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 81,929 $3.52M 0.02% -1,365 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 81,344 $3.49M 0.02% -5,086 13F-HR Timeline Group Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 79,493 $3.41M 1.26% -506 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 79,457 $3.41M 0.78% -1,554 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 78,162 $3.36M 1.06% -712 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 77,635 $3.33M 1.34% 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 74,755 $3.21M 1.31% +1,643 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 67,701 $2.91M 0.02% -22,965 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 67,016 $2.88M 1.11% 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 65,869 $2.83M 0.01% +3,435 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 64,744 $2.78M 0.23% -1,523 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 63,867 $2.74M <0.01% -15,096 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 61,318 $2.63M 0.3% +72 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 60,866 $2.61M 0.03% -1,563 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 60,340 $2.59M 0.14% -7,237 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 53,765 $2.31M 0.08% +63 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 53,370 $2.29M 0.15% -676 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 53,369 $2.29M <0.01% +9,956 13F-HR Timeline Group Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 52,968 $2.27M 2.54% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 51,130 $2.21M 0.08% -284 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 49,862 $2.14M 0.2% +1 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 48,993 $2.1M 0.5% +2,329 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 46,601 $2M 0.03% +35,586 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 46,389 $1.99M 0.01% 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 39,336 $1.69M 0.23% -3,414 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,256 $1.69M +1,203 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 37,274 $1.6M 0.08% +10,168 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 37,070 $1.59M 0.02% +9,964 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 36,486 $1.57M 0.09% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,138 $1.51M <0.01% +11,180 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 34,937 $1.5M 0.18% +2,698 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 34,935 $1.5M 0.02% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 34,910 $1.5M 0.04% +3,106 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 34,903 $1.5M <0.01% -6,843 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 31,847 $1.46M 0.25% -4,427 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 33,970 $1.46M 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 33,756 $1.45M 0.05% -23,340 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 33,739 $1.45M 0.15% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 33,319 $1.43M 0.16% +651 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 32,199 $1.38M 1.16% 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 31,310 $1.34M 2.41% -2,770 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,535 $1.31M 0.05% -145 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 30,466 $1.31M 0.78% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 30,253 $1.3M 0.02% -1,442 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,744 $1.28M 0.24% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 29,220 $1.25M 0.26% -9 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,836 $1.24M 0.02% +572 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,902 $1.2M <0.01% +4,636 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,548 $1.18M <0.01% -29,072 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,773 $1.15M 0.28% -113 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,401 $1.13M 0.02% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 26,335 $1.13M 0.09% -2,051 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 25,198 $1.08M 0.41% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 24,677 $1.06M 0.25% +12,728 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,388 $1M 0.41% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 23,290 $1M 0.09% -14,220 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,228 $997K 0.03% -64 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 21,338 $916K 0.39% +31 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,275 $914K <0.01% +507 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 19,798 $882K 0.1% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,101 $863K 0.02% -1,829 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,860 $853K 0.03% -1,090 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,787 $850K 0.05% -588 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 19,362 $831K 0.04% -1,076 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 18,810 $808K 0.29% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 18,415 $791K 0.06% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,151 $779K 0.01% +2,002 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17,631 $757K 0.08% +35 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 16,508 $709K 0.06% -1,324 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,938 $684K 0.01% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 15,712 $675K 0.26% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,519 $666K 0.01% +2,824 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 15,459 $664K 0.04% +252 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,240 $654K <0.01% +1,705 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,038 $646K 0.06% -4,936 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,815 $636K <0.01% -258 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,682 $630K 0.01% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 14,568 $626K 0.35% -79 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,192 $609K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,122 $606K <0.01% -557 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 13,709 $589K 0.29% 0 13F-HR Timeline Waterloo Capital, L.P. 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