GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 15,909 $1.99M 0.02% +1,939 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 15,437 $1.93M 0.03% +6,464 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15,220 $1.9M 0.05% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,047 $1.88M 0.03% +13 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,035 $1.88M 0.47% -145 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,306 $1.81M +893 Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 14,365 $1.8M 0.59% -1,733 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,047 $1.73M 0.08% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,801 $1.73M <0.01% +864 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,521 $1.71M 0.13% -146 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 13,552 $1.7M 0.01% -10,621 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,477 $1.69M 0.02% +1,183 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 13,405 $1.68M 0.17% +12,490 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,401 $1.68M 0.28% -249 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,244 $1.66M 0.03% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 13,147 $1.65M 0.32% +310 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,143 $1.64M 0.11% -482 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,916 $1.62M 0.1% -685 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 12,815 $1.6M 0.03% +162 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,631 $1.58M 0.02% +8,666 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 12,380 $1.55M 1.31% -200 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,310 $1.54M <0.01% +1,777 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,152 $1.52M 0.05% -5,184 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 12,145 $1.52M <0.01% -160 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,902 $1.49M 0.01% -1,281 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,752 $1.47M 0.02% +6,430 13F-HR Timeline Group Herold Advisors, Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 10,687 $1.34M 0.19% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,491 $1.3M 0.58% -114,829 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,375 $1.3M <0.01% -467 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,228 $1.28M 0.2% -40 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 10,140 $1.27M 0.47% -1,214 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,059 $1.26M <0.01% +4,181 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,007 $1.25M 0.07% 0 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,850 $1.23M 0.85% +21 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,704 $1.21M 0.02% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,580 $1.2M 0.01% +3,783 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,487 $1.19M 0.83% +106 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,246 $1.17M 0.02% -1,093 13F-HR Timeline American Trust More: the full row for American Trust 9,302 $1.16M 0.1% -313 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,172 $1.15M 0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 9,007 $1.13M <0.01% 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,819 $1.1M 0.04% -94 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 8,672 $1.09M 0.56% +822 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,666 $1.08M 0.01% -2,020 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,611 $1.08M 0.02% -3 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 8,423 $1.05M 0.58% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,409 $1.05M 0.11% -986 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,402 $1.05M 0.01% -13 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,350 $1.04M 0.17% 0 13F-HR Timeline Advance Capital Management, Inc. 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More: the full row for Huntleigh Advisors, Inc. 4,448 $557K 0.1% +671 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,438 $555K 0.02% +375 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,435 $555K 0.07% -1,775 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,365 $546K 0.05% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,350 $544K 0.01% +2 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,330 $542K 0.05% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,327 $541K 0.19% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,315 $540K <0.01% +553 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,280 $536K 0.04% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,273 $535K <0.01% -140 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,268 $534K 0.01% 0 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 4,237 $530K 1.65% +11 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,209 $527K 0.05% -126 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,193 $525K 0.1% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,077 $510K 0.04% -1,200 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,053 $507K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,038 $505K <0.01% -3,506 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,030 $504K 0.06% +418 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,980 $498K 0.02% +75 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,950 $494K 0.09% +315 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,949 $494K <0.01% -484 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,944 $494K 0.01% new 13F-HR/A Timeline SC&H Financial Advisors, Inc. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,825 $479K 0.19% -26 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,809 $477K 0.05% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,776 $472K 0.12% +286 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,768 $472K 0.02% -77 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,721 $466K 0.05% -382 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,714 $465K 0.01% +311 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,629 $454K 0.23% -230 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,599 $450K 0.04% -174 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,538 $446K <0.01% +530 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,557 $445K 0.01% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,251 $444K 0.27% -2,242 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,500 $438K 0.08% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,481 $436K 0.03% +19 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,461 $433K 0.01% +16 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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