MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 722,783 $67.6M <0.01% +24,091 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 592,483 $55.4M 0.01% +8,732 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 531,701 $49.7M 0.09% -81,805 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 380,042 $35.5M 0.3% +25,516 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 371,068 $34.7M 0.01% +5,099 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 357,262 $33.4M 0.02% +10,636 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 346,430 $32.4M 4.16% new 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 314,582 $29.4M 10.64% -16,897 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 291,687 $27.3M 0.02% +9,017 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 243,726 $22.8M 0.42% +16,328 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 227,955 $21.3M 1.32% +23,047 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/ 218,631 $20.4M <0.01% +16,750 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 217,023 $20.3M <0.01% +11,946 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 185,109 $17.3M 0.22% -9,753 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 178,391 $16.7M 1.25% +5,606 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 176,783 $16.5M 0.36% +9,535 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 175,434 $16.4M 0.02% +8,972 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 162,247 $15.2M <0.01% +13,186 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 156,854 $14.7M 2.95% -5,200 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 151,165 $14.1M <0.01% +8,812 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 139,722 $13.1M 0.02% +55,089 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 138,966 $13M <0.01% -2,651 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 131,557 $12.3M <0.01% +111,052 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 122,294 $11.4M 0.01% -6,213 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 114,761 $10.7M 0.05% +4,400 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 113,644 $10.6M <0.01% +23,025 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 109,099 $10.2M +1,342 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 99,493 $9.3M 0.03% +25,340 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 88,619 $8.29M 0.08% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 80,211 $7.5M 0.02% -13,979 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 73,213 $6.83M 0.19% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 69,386 $6.49M 0.01% new 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 65,662 $6.09M 0.02% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 62,411 $5.84M <0.01% -317 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 55,385 $5.18M 0.1% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 52,367 $4.9M 0.12% +5,330 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 48,596 $4.54M 1.83% +1,579 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 48,270 $4.51M 0.65% +1,512 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 47,925 $4.48M 0.85% +21,735 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 43,808 $4.1M 0.86% +4,277 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 43,400 $4.06M 1.21% +500 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,211 $3.95M <0.01% +6,853 13F-HR/A Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 38,282 $3.58M 0.77% +288 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 37,465 $3.5M 0.26% +7,415 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,041 $3.28M 0.01% +3,489 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 32,414 $3.03M 0.06% +2,377 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 32,063 $3M 0.16% +42 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 32,044 $3M 0.93% +1,498 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 31,728 $2.97M 1.37% +2,204 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 30,512 $2.85M +21,821 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,584 $2.77M 0.02% +540 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 28,187 $2.64M 0.71% +37 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 27,964 $2.62M 0.32% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,346 $2.46M 0.03% -170 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 26,275 $2.46M <0.01% +14,950 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,077 $2.44M <0.01% +81 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 23,033 $2.15M 0.65% -3,487 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,879 $2.03M <0.01% -1,365 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,680 $1.93M 0.03% -3,112 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,807 $1.85M 0.01% -687 13F-HR/A Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,680 $1.84M <0.01% -5,209 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 18,956 $1.77M 0.53% +8,394 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,788 $1.76M 0.03% +9,076 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 18,160 $1.7M 0.64% +9,057 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 16,701 $1.56M 0.92% +1,890 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 16,336 $1.53M 0.18% +904 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 16,291 $1.52M 0.97% -483 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 15,959 $1.49M 0.24% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15,948 $1.49M <0.01% +7,572 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 15,825 $1.48M 0.15% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 15,204 $1.42M 0.02% -14,810 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 15,200 $1.42M 0.22% +1,211 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 15,116 $1.41M 1.3% +178 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 14,782 $1.38M 0.12% +8,441 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,707 $1.38M 0.07% -269 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 14,506 $1.36M 0.2% +1,554 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,284 $1.34M <0.01% +9,005 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,608 $1.18M 0.02% +1,306 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,513 $1.17M 0.02% +4,616 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,805 $1.1M 0.03% -716 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,659 $1.09M 0.01% -251 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,566 $1.08M <0.01% +93 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,330 $1.06M 0.21% -111 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,056 $1.03M 0.04% +9,046 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 10,216 $955K 0.35% +340 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 10,108 $945K 0.84% -264 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 9,925 $928K 0.02% +3,000 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 9,844 $921K 0.01% +778 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,812 $918K 0.46% -2,323 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 9,808 $917K 0.39% +1,660 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,734 $910K 0.01% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,494 $888K <0.01% -156 13F-HR Timeline Group Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 9,359 $875K 0.14% +2,383 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 9,181 $859K 0.12% +89 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 8,890 $831K 0.01% 0 13F-HR Timeline Group Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 8,841 $827K 0.35% -17,184 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 8,837 $826K 0.7% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,784 $822K 0.02% +106 13F-HR Timeline 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 8,705 $814K <0.01% +292 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,695 $813K <0.01% -5,981 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,557 $800K 0.01% +384 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,330 $779K 0.01% -247 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,226 $769K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,092 $757K <0.01% +947 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 8,050 $753K 0.63% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 8,025 $750K 0.23% +2,675 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,025 $749K 0.01% -111 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 7,874 $736K 0.59% +453 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,689 $719K 0.19% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,250 $678K 0.09% -149 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,978 $654K <0.01% -27 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 6,833 $639K 0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,795 $635K 0.02% -339 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,699 $626K <0.01% +156 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,653 $622K 0.02% +3,800 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,622 $619K 0.1% -822 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,525 $610K 0.02% -311 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 6,500 $608K 0.08% +250 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,284 $588K 0.37% +119 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,255 $585K <0.01% -625 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 6,119 $572K 0.34% -950 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 6,111 $571K 0.05% +827 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,069 $567K 0.32% -23 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,808 $543K <0.01% +2,599 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,411 $506K <0.01% -41 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 5,258 $492K 0.4% +641 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,230 $489K 0.08% +669 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,213 $488K 0.13% -8 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,155 $482K <0.01% -4,052 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,147 $481K 0.14% +449 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,060 $470K 0.1% new 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 5,016 $469K 0.35% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,875 $456K 0.05% +185 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 4,770 $446K 0.12% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,752 $444K 0.01% +84 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,747 $444K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,687 $438K <0.01% +415 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,481 $419K 0.36% +169 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 4,370 $409K 0.34% +74 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,356 $407K <0.01% +365 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,329 $405K 0.14% +1,309 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,294 $402K 0.01% +2 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,260 $398K 0.02% -2,536 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,252 $398K <0.01% +215 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,183 $389K 0.04% +245 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,809 $356K 1.38% -122 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,771 $353K 0.02% -120 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,750 $351K 0.09% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,666 $343K 0.02% +441 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,548 $330K 0.02% +1 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,520 $329K 0.02% +975 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,316 $310K <0.01% +88 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,281 $307K 0.02% -11 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,219 $301K 0.02% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,163 $296K 0.09% +128 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,046 $285K 0.01% -6,402 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,010 $281K 0.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,008 $281K <0.01% -401 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,944 $275K 0.05% +32 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 2,910 $272K 0.17% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,819 $264K <0.01% +854 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,803 $262K <0.01% -373 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,755 $258K 0.16% +48 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,724 $254K 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,672 $250K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,664 $249K <0.01% -65 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,518 $235K <0.01% -250 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,517 $235K <0.01% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 2,481 $232K 0.05% new 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/ 2,436 $228K <0.01% -2,207 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,418 $226K <0.01% +99 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,394 $224K <0.01% -10,793 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,381 $223K 0.04% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,315 $216K <0.01% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,279 $213K <0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,179 $204K 0.08% -544 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,177 $204K 0.12% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,167 $203K 0.08% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,164 $202K 0.02% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,145 $201K <0.01% new 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,143 $200K 0.06% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,112 $197K 0.01% +179 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,059 $193K 0.12% -282 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,937 $181K 0.01% -211 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,835 $172K 0.01% 0 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,757 $164K 0.06% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,735 $162K <0.01% -1,842 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,694 $158K 0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,611 $151K 0.03% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,584 $148K <0.01% +706 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,499 $140K <0.01% +2 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,500 $140K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,457 $136K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,370 $128K <0.01% -200 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,286 $120K 0.01% -280 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,251 $117K <0.01% -10 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,250 $117K 0.08% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,239 $116K 0.02% -107 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,230 $115K 0.01% 0 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) 1,221 $114K <0.01% +1,218 13F-HR Timeline Group