MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 730,598 $69.9M <0.01% +36,760 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 655,939 $62.8M 0.13% +11,126 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 535,555 $51.2M +10,373 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 333,351 $31.9M 0.02% +16,168 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 325,243 $31.1M 13.9% +9,674 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 316,035 $30.2M 0.01% +22,370 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 286,998 $27.5M 0.03% +19,266 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 254,681 $24.4M 0.25% +37,791 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 233,581 $22.3M 0.07% +10,254 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 217,410 $20.8M 2.17% +5,511 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 210,267 $20.1M <0.01% -4,772 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 190,714 $18.2M <0.01% +5,990 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 182,180 $17.4M 0.39% +23,486 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 179,504 $17.2M 0.02% +2,474 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 174,758 $16.7M 1.4% +15,143 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 172,471 $16.5M <0.01% +9,675 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 170,892 $16.4M 0.38% +11,009 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 159,069 $15.2M 1.25% +6,738 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/ 152,206 $14.6M <0.01% +1,808 13F-HR/A Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 139,714 $13.4M 3.61% +7,593 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 124,656 $11.9M <0.01% +6,822 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 118,223 $11.3M 0.02% +26,085 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 117,148 $11.2M 0.01% -7,917 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 112,073 $10.7M 0.26% +72,739 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 103,902 $9.94M -613,581 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 80,513 $7.7M <0.01% +4,129 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 71,723 $6.86M 0.02% +11,744 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 61,828 $5.92M 0.19% -5,794 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 61,521 $5.89M 0.8% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 57,877 $5.54M 0.01% new 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 57,791 $5.53M 1.44% +13,347 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,991 $5.26M 0.02% +17,666 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,784 $5.24M <0.01% +3,518 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,734 $4.66M 0.04% +4,884 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 43,478 $4.16M 1.96% +2,861 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 41,850 $4M 1.5% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 36,023 $3.45M 0.76% +623 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 35,800 $3.43M <0.01% +15,200 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 34,064 $3.26M 0.21% -3,210 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 32,778 $3.14M 1.13% +539 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,644 $3.12M <0.01% +12,867 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 30,946 $2.96M 0.32% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,678 $2.94M 0.01% +8,547 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,670 $2.84M 0.05% +1,725 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 28,125 $2.69M 1.04% +587 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27,190 $2.6M 0.18% +708 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 26,868 $2.57M 0.03% -46 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 26,523 $2.54M 1.14% -251 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 26,461 $2.53M 1.31% +1,776 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 25,117 $2.4M 0.78% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,232 $2.32M 0.03% +2,509 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 24,164 $2.31M 0.06% +4,196 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 23,096 $2.21M 1.46% -3,894 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 23,093 $2.21M 0.03% -6,187 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 21,579 $2.06M 0.57% +1,756 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,811 $1.99M 0.02% +35 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20,076 $1.92M 0.04% -42 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,408 $1.86M 0.36% +414 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 18,464 $1.77M <0.01% -14,136 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,303 $1.75M <0.01% -1,474 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 17,543 $1.68M 0.92% -585 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,986 $1.63M 0.23% -1,275 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,663 $1.59M 0.11% +7,243 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 15,995 $1.53M 0.25% -1,281 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 14,430 $1.38M 1.15% -167 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,104 $1.35M 0.02% -2,531 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 13,725 $1.31M 0.16% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,230 $1.27M <0.01% +934 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,121 $1.26M <0.01% +8,422 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,562 $1.2M 0.01% -113 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,971 $1.15M 0.01% -499 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,907 $1.14M 0.21% +630 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 11,784 $1.13M 0.26% +399 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,567 $1.11M 0.15% +1,156 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,451 $1.1M 0.21% +1,513 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,106 $1.06M 0.24% +103 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,614 $1.02M <0.01% -327,326 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,612 $1.01M 0.01% +224 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,466 $1M 0.04% +197 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,208 $977K 0.09% +1,765 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,117 $968K 0.01% -11 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/ 9,806 $938K <0.01% -8,650 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,067 $868K 0.04% -4,189 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 9,037 $865K 0.4% +577 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,804 $842K 0.02% +4,938 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,843 $842K <0.01% -244 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 8,454 $809K 0.39% +2,734 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 8,410 $805K 0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,364 $800K <0.01% -1,241 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,944 $760K <0.01% -919 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,866 $753K <0.01% +1,055 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,743 $741K 0.22% -38 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 7,381 $706K <0.01% -399 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 7,199 $689K 0.02% -175 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,137 $683K 0.01% -72 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,116 $681K 0.02% -90 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,085 $678K <0.01% -3,385 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,031 $673K 0.08% +4,842 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 7,029 $673K 0.46% -350 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,936 $664K 0.13% +15 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6,871 $657K 0.67% new 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,853 $656K 0.41% +93 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,704 $641K 0.05% -5 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,175 $591K 0.1% +470 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,091 $583K <0.01% +15 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,081 $582K 0.01% +2,907 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,079 $581K <0.01% -388 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,704 $546K 0.02% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 5,544 $530K 0.41% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,512 $527K 0.04% +4,766 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,469 $523K 0.17% -62 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,459 $522K 0.02% +77 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,445 $521K <0.01% 0 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,374 $510K 0.03% new 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 5,315 $509K 0.25% -110 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,285 $506K 0.02% +840 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,275 $505K 0.01% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,000 $478K 0.07% +500 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,929 $472K 0.12% -53 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,859 $465K <0.01% -596 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,851 $464K 0.1% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,683 $448K 0.01% +525 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,525 $433K 0.32% -880 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 4,491 $430K 0.07% -762 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,461 $427K 0.01% +2,240 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,423 $422K 0.05% +234 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 4,406 $422K 0.07% -140,002 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,391 $420K 0.01% -54,068 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,352 $416K <0.01% +245 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,283 $410K 0.06% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,144 $396K 0.01% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,122 $394K 0.06% -158 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,056 $388K 0.04% +260 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,973 $380K 0.03% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,942 $377K <0.01% +741 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,876 $371K 0.11% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,836 $367K 0.09% -138 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 3,808 $364K 0.27% -1,622 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,788 $362K 0.3% +165 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,710 $355K 0.13% +200 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,684 $352K 0.22% -1,070 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,639 $348K 0.01% +32 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 3,469 $332K 0.25% +59 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,327 $318K <0.01% -124 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,274 $313K 0.03% +1 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,218 $308K <0.01% -2,379 13F-HR/A Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,115 $298K 0.03% -140 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,984 $286K 0.01% -1,878 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,931 $280K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,867 $274K <0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,791 $267K 0.06% +37 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,758 $264K 0.1% new 13F-HR/A Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 2,720 $260K 0.11% +2 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,675 $256K 0.09% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,647 $253K <0.01% -6 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,613 $250K 0.08% new 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,607 $249K 0.18% +45 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 2,602 $247K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,566 $246K <0.01% +174 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 2,545 $244K 0.02% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,505 $240K 0.09% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,355 $225K 0.11% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,315 $221K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,175 $208K <0.01% 0 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,199 $207K 0.3% 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 2,158 $206K 0.11% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,124 $203K 0.01% -349 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,937 $185K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,925 $184K 0.01% -849 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,835 $176K 0.01% -50 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,608 $154K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,570 $150K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,499 $143K <0.01% +120 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,494 $143K <0.01% -48 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,457 $139K 0.03% -121 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,312 $126K <0.01% -666 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,271 $122K 0.01% +2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,250 $120K 0.09% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,230 $118K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,125 $108K <0.01% +4 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,015 $97.1K 0.07% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 944 $90.3K <0.01% +911 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 934 $89.4K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 851 $81.4K <0.01% -100 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 739 $70.7K <0.01% -50 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 733 $70.1K 0.02% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 681 $65.2K 0.02% -550 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 665 $63.7K <0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 653 $62.5K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 649 $62.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 647 $61.6K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 596 $57K 0.01% +10 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 570 $54.5K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 555 $53.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 548 $52.4K <0.01% +533 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 513 $49.1K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 517 $49K 0.01% +6 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 437 $41.8K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 429 $41K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 378 $36.2K <0.01% +19 13F-HR Timeline