LPL Financial LLC More: the full row for LPL Financial LLC 3,774,548 $182M 0.05% -470,089 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,419,670 $165M 0.01% +17,752 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,343,063 $113M 0.01% -272,949 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,733,882 $83.5M 0.03% +58,314 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 973,021 $46.9M 1.82% -152,027 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 938,291 $45.2M 3.08% +77,767 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 922,123 $44.4M 0.03% -50,938 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 869,274 $41.9M 0.23% +224,577 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 808,896 $38.9M -43,387 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 775,119 $37.3M 0.03% -42,534 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 772,976 $37.2M 1.66% +158,402 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 764,055 $36.8M 0.01% +20,198 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 645,850 $31.1M 0.01% -10,878 13F-HR/A Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 586,867 $28.3M 3.38% -709 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 490,142 $23.6M 0.01% -61,466 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 442,405 $21.3M 5.76% +66,922 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 423,435 $20.4M 2.7% -65,339 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 405,550 $19.5M 0.03% +398,493 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 384,949 $18.5M 2.58% +1,704 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 382,037 $18.4M 3.62% -63 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 375,752 $18.1M 2.15% +3,460 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 375,272 $18.1M 0.03% -97,693 13F-HR Timeline Group WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 316,242 $15.2M 5.3% +768 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 310,807 $15M 11.06% +5,395 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 308,967 $14.9M <0.01% -75,765 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 282,991 $13.6M +37,207 Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 268,672 $12.9M 6.42% -2,771 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 255,400 $12.3M 0.03% +15,684 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 251,861 $12.1M 0.05% -5,669 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 247,279 $11.9M 0.21% -947 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 239,968 $11.6M 0.36% +958 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 239,554 $11.5M 4.24% -55,322 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 229,247 $11.4M 0.32% +60,607 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 225,407 $10.9M 5.41% +4,765 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 219,385 $10.6M 0.01% +738 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 208,933 $10.1M 0.01% +106,977 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 203,535 $9.99M 1.09% +3,157 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 204,960 $9.87M 4.03% -2,042 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 204,681 $9.86M 0.01% +7,927 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 194,185 $9.35M 0.3% +77,588 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 191,080 $9.2M 0.55% +16,398 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 181,063 $8.72M 0.1% -4,489 13F-HR Timeline Group Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 178,540 $8.6M 5.05% +6,423 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 177,852 $8.56M 2.87% -11,564 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 176,842 $8.51M 0.03% +79,534 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 174,778 $8.42M 0.04% +9,103 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 162,347 $7.95M 0.08% +157,821 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 163,009 $7.85M <0.01% -96,098 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 128,363 $6.18M 0.04% +11,601 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 126,924 $6.11M 0.03% -14,536 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 127,390 $5.97M <0.01% +4,480 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 109,282 $5.26M 0.01% -7,978 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 106,785 $5.14M 0.86% -46,754 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 101,185 $4.87M 0.01% -19,720 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 97,966 $4.72M 0.02% +261 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 96,003 $4.62M 0.18% -4,043 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 95,394 $4.59M 0.12% -9,852 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 89,837 $4.39M 0.01% -40,161 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 89,990 $4.33M 1.15% -6,648 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 86,503 $4.17M 2.26% -390 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 79,701 $3.84M 0.01% -5,201 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 78,273 $3.77M 2.65% -33,177 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 76,096 $3.66M 0.02% -10,480 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 75,052 $3.61M 0.05% +2,445 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 74,471 $3.59M <0.01% 0 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 73,434 $3.54M 0.94% -1,313 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 72,670 $3.5M 0.08% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 72,086 $3.47M 0.04% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 71,659 $3.45M 0.46% +10,420 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 67,423 $3.25M 0.04% +3,690 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 68,123 $3.21M <0.01% +10,263 13F-HR/A Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 65,394 $3.15M 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 63,578 $3.06M <0.01% -91,775 13F-HR Timeline Group Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 60,667 $2.92M 1.08% -5,108 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 59,576 $2.87M 0.02% -4,278 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 59,211 $2.85M 0.06% +14,776 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 57,401 $2.76M 0.83% -2,122 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 52,229 $2.51M 0.05% -158 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 50,880 $2.45M 0.96% -307,255 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 47,293 $2.28M 0.04% -86 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 46,368 $2.23M <0.01% -6,327 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 44,578 $2.15M 0.78% -1,866 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 44,415 $2.14M 0.71% -3,039 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 43,788 $2.11M 0.41% +5,983 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 43,409 $2.09M 0.1% -29,526 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 42,070 $2.03M 2.81% +10,110 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 40,232 $1.94M 0.07% -5,213 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 37,325 $1.8M 0.72% -14,316 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 37,001 $1.78M <0.01% 0 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 36,553 $1.76M 0.53% +4,503 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 36,265 $1.75M 0.61% +9,501 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 36,156 $1.74M 0.03% -1,067 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. 35,910 $1.73M 0.03% -19,287 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 35,543 $1.71M 0.01% -4,738 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 33,242 $1.63M 0.26% +1,474 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 33,476 $1.61M 0.31% -204 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 33,247 $1.6M 0.38% +5,734 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 33,143 $1.6M 1.04% -963 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 32,403 $1.56M 0.18% -565 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 30,447 $1.54M 0.66% -773 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 31,494 $1.52M 0.06% +4,532 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 31,430 $1.51M 0.2% +105 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 30,926 $1.49M 0.16% -11,991 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 29,386 $1.44M -3,461 Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 29,395 $1.42M 1.36% -1,386 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 28,586 $1.38M 0.07% -915 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 26,588 $1.28M 0.27% +3,499 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 26,378 $1.27M 0.16% -74 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,811 $1.24M 0.01% -266 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,530 $1.23M 0.01% -142 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,678 $1.19M 0.06% -327 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,091 $1.16M 0.04% -501 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,295 $1.12M 0.03% +267 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 23,012 $1.11M 0.09% -887 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 22,992 $1.11M 0.08% +754 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 22,886 $1.1M 0.06% +12 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 21,420 $1.03M 0.14% +404 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 20,656 $995K 0.06% +396 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 20,278 $976K 0.07% -390 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,064 $966K 0.02% -391 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 19,996 $963K 0.33% -1,003 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,770 $952K 0.01% +1,701 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 18,872 $909K 0.1% +7,383 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 18,488 $890K 0.55% -146 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,954 $871K 0.01% +4,335 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 17,702 $852K 0.06% -462 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 16,906 $814K 0.19% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15,751 $758K 0.09% +1 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 14,967 $721K 0.27% 0 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 14,665 $706K 0.64% -1,206 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 14,183 $683K 0.05% -151 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 13,219 $636K 0.28% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,079 $582K <0.01% -157 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,259 $542K 0.01% -149 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,014 $530K 0.01% +5 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,930 $526K 0.04% +201 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,779 $519K 0.04% -12,130 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,341 $498K 0.01% -1,718 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,011 $482K 0.12% -22 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10,000 $482K 0.14% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,762 $480K <0.01% +179 13F-HR Timeline Group Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 9,949 $479K 0.36% -25 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,865 $475K <0.01% +1,615 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,570 $413K 0.11% -525 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,400 $404K 0.17% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,005 $385K 0.12% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,986 $385K <0.01% -2,840 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,500 $381K 0.1% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,750 $373K 0.01% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,208 $366K 0.15% -353 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,519 $362K <0.01% +3,729 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 7,448 $359K 0.2% -13,845 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,448 $359K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,417 $357K <0.01% -161 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,398 $356K 0.07% -1,065 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 6,984 $336K 0.14% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,950 $335K 0.25% +25 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,737 $334K 0.07% -85 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,867 $330K 0.02% -144 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,708 $323K <0.01% -138 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,682 $322K 0.03% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,564 $316K <0.01% -1,028 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,561 $316K <0.01% -60 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,542 $315K <0.01% -306 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 6,492 $313K 0.01% +358 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,380 $307K 0.01% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,366 $307K 0.08% -175 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,350 $306K 0.02% -2,886 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,352 $305K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,249 $301K <0.01% +640 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 6,116 $294K 0.06% -299 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,664 $273K 0.03% -5,221 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,650 $272K 0.08% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,478 $264K <0.01% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,180 $249K 0.02% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,152 $248K 0.05% -241 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 5,083 $245K 0.05% -2,809 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,000 $241K 0.01% 0 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,898 $236K <0.01% -1,046 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 4,842 $233K <0.01% +307 13F-HR Timeline Group TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 4,771 $230K <0.01% 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,570 $229K 0.02% +4 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,737 $228K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,650 $224K <0.01% -5,490 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,626 $223K <0.01% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,529 $218K 0.01% -28,360 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,426 $213K 0.05% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,081 $203K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,109 $198K <0.01% +1 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,014 $193K 0.07% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,747 $180K 0.1% +2,059 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,595 $173K <0.01% -147 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,571 $172K <0.01% -1,767 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,346 $161K <0.01% -100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,308 $159K <0.01% +179 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,284 $158K 0.05% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,250 $156K 0.06% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,134 $151K <0.01% +690 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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