BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,049,546 $205M 0.01% -482,748 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,025,851 $204M 12.51% +1,846,242 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,022,450 $203M 0.04% +251,028 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,560,522 $180M 0.01% -971,514 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,892,552 $146M 0.2% +177,744 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,887,396 $146M 0.04% +400,009 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,345,768 $119M <0.01% +1,282,516 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,198,208 $112M 0.13% +122,975 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,150,661 $109M 3.46% +62,775 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 1,973,943 $99.8M 0.32% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,666,695 $84.3M 0.01% -131,052 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,272,504 $64.4M 0.08% +88,083 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,177,437 $59.6M 5.05% -39,202 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,098,798 $55.6M 0.02% -146,470 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,078,140 $54.5M 4.54% -56,792 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,049,330 $53.1M 1.6% +80,699 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,016,000 $51.4M 0.39% +27,861 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,014,919 $51.3M 5.26% +171,741 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 795,433 $40.2M 1.81% +150,066 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 731,069 $37M 10.64% +59,894 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 718,302 $36.3M 4.9% +632,528 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 711,243 $36M 0.01% +30,176 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 707,334 $35.8M 0.3% -74,840 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 602,283 $30.5M +16,669 Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 565,427 $28.6M 1.47% +30,537 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 540,373 $27.3M 0.04% +240,066 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 530,086 $26.8M 0.04% +6,769 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 507,284 $25.7M 0.02% +117,596 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 488,275 $24.7M 0.03% +2,329 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 466,651 $23.6M 0.33% +121,502 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 455,775 $23.1M 1.27% +259,412 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 455,284 $23M 0.06% -87,054 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 440,652 $22.3M 0.96% +35,221 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 439,815 $22.2M 3.91% +429,944 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 439,455 $22.2M 0.06% +65,294 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 425,454 $21.5M 0.05% -107,693 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 420,843 $21.3M 0.33% +81,129 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 416,471 $21.1M 2.14% -22,353 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 408,645 $20.7M 8.85% +27,205 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 405,329 $20.5M 2.3% +205,911 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 403,664 $20.4M 2.68% +10,765 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 355,896 $18M 0.02% +78,059 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 345,751 $17.5M 1.2% -4,668 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 335,389 $17M 0.08% +47,989 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 332,746 $16.8M 0.59% +18,185 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 322,036 $16.3M 0.25% +19,862 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 313,662 $15.9M 0.03% +5,940 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 311,906 $15.8M 0.29% +85,558 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 299,685 $15.2M 7.56% +6,006 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 292,337 $14.8M 0.65% +3,268 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 288,640 $14.6M 4.36% +45,964 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 354,460 $14.5M 0.35% +23,374 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 283,353 $14.3M 1.11% -8,327 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 282,957 $14.3M 0.84% +6,333 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 260,099 $13.2M 4.38% 13F-HR/A Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 259,538 $13.1M 5.58% +45,103 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 256,525 $13M 1.27% -141,119 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 254,067 $12.9M 1% +45,998 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 250,807 $12.7M 0.27% -45,419 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 241,206 $12.2M 12.78% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 238,815 $12.1M 0.02% +4,620 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 231,732 $11.7M 0.13% +5,156 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 229,234 $11.6M 0.24% +26,616 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 219,994 $11.1M 0.2% +3,217 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 218,374 $11M 0.06% +43,130 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 218,088 $11M 0.27% +81,030 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 216,513 $11M <0.01% new 13F-HR/A Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 213,006 $10.8M 1.5% +39,199 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 208,358 $10.6M 2.58% +24,967 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 207,569 $10.5M 6.41% +6,439 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 204,604 $10.3M 2.76% +43,993 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 201,425 $10.2M <0.01% -19,829 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 200,736 $10.2M 0.02% -13,338 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 195,202 $9.87M 0.15% +104,248 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 193,188 $9.77M 0.07% 13F-HR/A Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 193,187 $9.77M 2.28% +15,804 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 189,695 $9.59M 4.6% +84,531 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 187,695 $9.49M 0.8% -1,898 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 185,920 $9.4M 0.08% +32,183 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 184,351 $9.32M 8.13% -982 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 164,894 $8.34M 2.52% -30,560 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 158,966 $8.04M 1.63% -4,892 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 158,622 $8.02M 0.65% +180 13F-HR Timeline Group Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 150,127 $7.59M 4.36% +6,187 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 149,896 $7.58M 2.7% +33,117 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 148,469 $7.51M 1.16% +145,351 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 144,704 $7.32M 0.01% +101,259 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 142,631 $7.21M 0.34% -16,450 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 141,873 $7.18M 0.03% -6,534 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 140,343 $7.1M 0.25% -324,615 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 138,774 $7.02M 4.41% +4,476 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 129,706 $6.56M 0.08% +7,472 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 129,029 $6.53M 1.58% +4,829 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 126,270 $6.39M 0.43% +21,228 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 125,153 $6.33M 0.06% -7,318 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 124,538 $6.3M 0.23% +7,024 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 123,673 $6.26M 1.98% -19,842 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 122,306 $6.19M 0.01% +26,616 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 122,111 $6.18M 0.78% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 119,703 $6.05M 1.63% +5,623 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 116,388 $5.89M 0.3% -400 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 114,274 $5.78M 0.04% +18,797 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 112,044 $5.67M 0.18% +6,609 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 111,805 $5.66M 0.01% -1,229 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110,771 $5.6M 1% +51,137 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 110,640 $5.6M 0.03% +42,501 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 103,630 $5.24M 3.91% +25,115 13F-HR/A Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 98,663 $4.99M 0.39% -1,459 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 97,943 $4.95M 4.36% 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 97,575 $4.94M 4.59% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 97,377 $4.93M 0.44% +4,450 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 95,999 $4.86M 1.11% +3,707 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 95,990 $4.86M 0.93% +2,185 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 95,720 $4.84M 2.63% +12,508 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 95,018 $4.81M 0.13% +14,148 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 94,932 $4.8M 2.21% +80,082 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 93,338 $4.72M 0.2% -4,023 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 90,634 $4.58M 2.54% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 88,105 $4.47M 0.11% -17,739 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 87,944 $4.45M 0.26% +42,470 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 87,497 $4.44M 0.15% +25,172 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 86,846 $4.39M 1.26% +2,632 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 86,690 $4.38M 3.65% +5,183 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 86,175 $4.36M 2.47% -86,600 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 86,091 $4.35M 2.3% -855 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 85,904 $4.35M 0.16% +10,345 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 83,818 $4.24M <0.01% +82,616 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 82,460 $4.17M 0.01% +56,797 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 82,364 $4.17M 0.27% +9,608 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 81,038 $4.1M 1.02% +20,812 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 80,543 $4.07M 1.35% -8,512 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 80,179 $4.06M 1.33% +627 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 79,749 $4.03M 0.02% +2,310 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 79,341 $4.01M 0.25% -7,601 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 78,600 $3.98M 0.07% new 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 78,147 $3.95M 1.47% -11,812 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 77,364 $3.91M 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 76,938 $3.89M 0.63% +1,461 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 74,743 $3.78M <0.01% new 13F-HR Timeline Group FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 74,455 $3.77M 1.71% -7,370 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 74,216 $3.75M 0.03% -2,692 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 73,279 $3.71M 1.53% -22,654 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 72,697 $3.68M 3.24% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 71,465 $3.61M 0.14% -1,095 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 69,677 $3.52M 0.81% -11,268 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) 65,847 $3.33M 0.08% +59,749 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 64,804 $3.28M 2% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 64,426 $3.26M 0.19% -53,847 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 62,970 $3.19M 0.01% +14,672 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 62,675 $3.17M 0.04% -7,136 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 62,352 $3.15M 2.99% -6,972 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 61,091 $3.09M 1.32% +5,396 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,597 $3.01M 0.02% +3,675 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 58,984 $2.98M 0.38% -14,174 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 57,560 $2.91M <0.01% +3,725 13F-HR/A Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 56,542 $2.86M 1.4% -5,981 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 56,431 $2.85M <0.01% +23,291 13F-HR Timeline Group StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 55,354 $2.8M 1.13% +1,496 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 55,220 $2.79M 2.68% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 54,318 $2.75M 0.1% +54,118 13F-HR Timeline Group URS Advisory LLC More: the full row for URS Advisory LLC 53,169 $2.69M 2.23% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 52,890 $2.68M 0.04% -2,743 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 52,547 $2.66M 0.88% +4,648 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 51,200 $2.59M <0.01% +11,480 13F-HR/A Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 50,838 $2.57M 0.6% +1,648 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 50,409 $2.55M -3,723 Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 49,774 $2.52M 1.6% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 48,361 $2.45M 0.18% +3,249 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 48,227 $2.44M 0.29% -23,658 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 48,106 $2.43M 0.09% -7,618 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 47,846 $2.42M 0.52% -1,234 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 47,769 $2.42M 0.03% +16,587 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 47,521 $2.4M 2.57% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 45,901 $2.32M 0.69% -12,420 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 45,273 $2.29M 1.68% -357 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 45,062 $2.28M 0.25% +204 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 43,828 $2.22M 0.3% +3,291 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 42,941 $2.17M <0.01% -5,709 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,380 $2.14M <0.01% +20,207 13F-HR/A Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41,804 $2.11M 0.08% -509,795 13F-HR Timeline 9823 Capital, L.P. 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