BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,872,069 $512M 0.05% +790,557 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,248,541 $169M 0.22% +141,388 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,823,793 $94.7M +61,245 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,782,883 $92.5M 0.01% +1,014,701 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,678,884 $87.1M 0.02% +75,221 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,640,655 $85.2M 0.07% +41,732 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,271,550 $66M <0.01% -6,099 13F-HR/A Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,189,221 $61.7M 1.78% +50,578 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,109,860 $57.6M 0.16% +56,434 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 950,514 $49.3M 0.07% +45,174 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 887,504 $46.1M 0.01% +265,075 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 864,019 $44.9M 0.01% +110,159 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 833,723 $43.3M -34,561 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 678,608 $35.2M 0.01% +40,419 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 673,338 $35M 0.11% +2,876 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 649,000 $33.7M 1.15% +321,160 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 548,752 $28.5M 0.47% -94,640 13F-HR/A Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 472,185 $24.5M 0.18% -85,041 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 444,161 $23.1M 0.01% -16,706 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 414,984 $21.5M 0.01% -11,349 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 371,171 $19.3M <0.01% +12,816 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 328,858 $17.1M 0.62% -25,497 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 297,400 $15.4M 0.01% +209,600 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 267,426 $13.9M +25,490 Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 267,056 $13.9M 1.01% +249,120 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 215,810 $11.2M 0.04% -1,282 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 200,911 $10.4M 0.6% +4,571 13F-HR Timeline CX Institutional More: the full row for CX Institutional 198,666 $10.3M 0.41% +36,127 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 196,787 $10.2M <0.01% 13F-HR/A Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 195,938 $10.2M 0.29% +799 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 191,107 $9.92M 1.47% +10,798 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 188,868 $9.8M 0.02% -13,442 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 179,139 $9.3M 0.01% -34,994 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 178,439 $9.26M 0.04% -11,249 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 177,761 $9.23M 0.1% -4,709 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 166,527 $8.64M 0.07% +2,380 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 165,219 $8.56M 0.02% +7,758 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 161,409 $8.38M 0.01% -7,750 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 161,162 $8.38M 0.04% -1,615 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 151,902 $7.89M 0.02% -31,572 13F-HR/A Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 146,096 $7.58M 0.02% -248,438 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 139,413 $7.24M 0.01% -24,360 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 135,202 $7.02M 0.01% +32,226 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 132,343 $6.87M <0.01% +54,416 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 120,488 $6.24M 0.04% +34,690 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 118,918 $6.17M 0.17% -719 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 118,430 $6.15M 0.39% -18,745 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 115,782 $6.01M 0.41% +6,761 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 111,860 $5.81M 0.51% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 108,848 $5.65M 0.45% +1,582 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 103,971 $5.4M 0.92% -6,904 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 101,672 $5.28M 0.56% +10,912 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 99,042 $5.14M 1.97% +5,115 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 99,029 $5.14M 0.05% -98,749 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 90,902 $4.72M 0.32% +7,564 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 89,718 $4.66M 0.01% +25,637 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 87,433 $4.54M +13,155 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 84,441 $4.38M 0.1% +6,615 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 80,714 $4.19M <0.01% -6,761 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 77,131 $4M 0.23% +22,161 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 75,866 $3.94M 0.17% -9,149 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 73,469 $3.81M 0.51% -17,028 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 69,967 $3.63M 0.23% +44,190 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 69,425 $3.6M 0.01% -2,517 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 69,042 $3.58M 0.45% +4,398 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 66,492 $3.45M 0.05% +438 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 65,668 $3.41M 0.77% +3,001 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 65,606 $3.41M 0.21% +1,419 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 64,821 $3.33M 0.8% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 61,508 $3.19M 1.13% -1,754 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 61,098 $3.17M <0.01% +41,072 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 58,952 $3.06M 0.04% -3,567 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 58,501 $3.04M 0.26% +4,822 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 55,146 $2.86M 0.04% +247 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 54,912 $2.85M 0.01% +8,343 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 54,265 $2.82M 0.01% +37,166 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 48,957 $2.54M 0.29% -6 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,403 $2.51M 0.03% +5,735 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 46,711 $2.42M 1.26% -335 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 45,697 $2.37M <0.01% +28,857 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,580 $2.37M <0.01% +13,909 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 45,437 $2.36M 1.19% +12,239 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 45,011 $2.34M 0.01% +19,905 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 44,580 $2.31M 0.04% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 43,330 $2.25M 0.03% +4,120 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,871 $2.17M 0.01% -2,505 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 40,457 $2.1M 0.03% +5,675 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 40,092 $2.08M 0.02% -6,485 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 39,364 $2.04M <0.01% +198 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 38,359 $1.99M 0.39% +400 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 37,418 $1.94M 0.54% +1,571 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 37,409 $1.94M 0.01% +467 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 36,925 $1.92M 0.93% +3,944 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 35,580 $1.85M 0.02% +1,091 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 35,515 $1.84M 0.03% -1,175 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 34,356 $1.77M 0.09% +8,069 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 32,199 $1.67M 0.06% +184 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 30,467 $1.58M -7,317 Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 30,117 $1.56M 0.76% -1,184 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 29,759 $1.54M 1.49% +3,130 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 29,340 $1.52M 2.83% -25,135 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 29,000 $1.51M 0.01% new 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 28,449 $1.48M 0.29% +1,642 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 28,000 $1.45M <0.01% -8,000 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,581 $1.43M <0.01% -2,360 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 26,792 $1.39M 0.71% +93 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 26,788 $1.39M <0.01% +26,629 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 26,689 $1.39M 0.5% +4,292 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 26,142 $1.36M 0.24% -10,877 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 26,099 $1.35M 0.29% +2,966 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,037 $1.35M 0.01% +2,920 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 25,775 $1.34M <0.01% +14,696 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 25,178 $1.31M 0.5% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 24,994 $1.3M 0.06% +555 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,047 $1.25M 0.11% +847 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,770 $1.23M 0.01% -5,427 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 23,500 $1.22M 0.02% -1,300 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22,949 $1.19M 0.07% -2,203 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 22,717 $1.18M 0.06% +2,135 13F-HR Timeline Friday Financial More: the full row for Friday Financial 22,682 $1.18M 0.81% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 22,591 $1.17M 0.04% +452 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 22,269 $1.16M 0.1% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 21,448 $1.11M 0.42% -122 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 21,136 $1.1M 1.06% +16 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 20,802 $1.08M 0.01% +16,004 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,729 $1.08M 0.07% +12,722 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,648 $1.07M 0.03% +3,398 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,599 $1.07M <0.01% +438 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 20,286 $1.05M <0.01% -1,525 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 20,180 $1.05M 0.11% 0 13F-HR/A Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 20,000 $1.04M <0.01% -10,000 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 19,982 $1.04M 0.11% +1,208 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 19,859 $1.03M 0.25% 0 13F-HR/A Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 19,687 $1.02M 0.06% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 19,208 $996K 0.39% -223 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,161 $995K <0.01% +7,748 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,115 $992K 0.03% -990 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 18,576 $964K 0.1% -500 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 18,520 $961K 0.27% +4,900 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 17,971 $933K 0.31% +1,520 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 17,906 $929K 0.13% -669 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 17,978 $924K 0.92% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 17,410 $904K 0.05% -2,351 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 17,284 $897K 0.03% +1,282 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 17,210 $893K 0.3% +180 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,082 $887K 0.05% -142 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 16,876 $876K 0.78% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,435 $853K 0.01% +5,035 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 16,408 $852K 0.45% -9,560 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,375 $850K 0.01% +120 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,367 $850K 0.01% -863 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,165 $839K <0.01% -4,650 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 15,761 $818K 0.38% +5,200 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,685 $814K 0.08% -2,974 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,622 $811K <0.01% -4,424 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,248 $792K 0.01% -2,600 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,926 $775K 0.34% -11,351 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,676 $762K 0.09% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,293 $749K 0.34% 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,273 $741K 0.08% +761 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,970 $725K 0.15% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,890 $721K 0.3% -473 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 13,619 $707K 0.25% +393 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 13,414 $696K 0.21% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,237 $687K 0.01% -58 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,237 $687K 0.01% -58 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,545 $651K 0.19% +1,210 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,103 $628K 0.01% +1,723 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,925 $619K 0.02% -24 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,864 $616K <0.01% -520 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 11,859 $616K 0.04% -2,100 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 11,603 $602K 0.19% -5,690 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,512 $598K <0.01% +6,613 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. 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