Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,337,317 $244M 1.79% -94,799 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,372,956 $143M 0.01% -78,357 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,294,471 $135M 0.04% -49,953 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 677,014 $70.6M 0.01% +34,355 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 599,825 $62.6M 4.24% +1,262 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/ 514,197 $53.6M <0.01% +41,280 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 494,497 $51.6M 0.06% +383,589 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 487,160 $50.8M 8.68% -6,425 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 485,997 $50.7M 6.49% +137,302 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 444,445 $46.4M 2.43% -16,628 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 401,848 $41.9M 6.85% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 376,531 $39.3M <0.01% +69,279 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 366,690 $38.2M 0.01% +64,105 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 362,490 $37.8M 0.05% -8,577 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 362,009 $37.8M +50,356 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 332,921 $34.7M 0.01% -14,820 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 286,081 $29.8M 1.27% +39,556 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 281,758 $28.9M 0.04% +174,515 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 276,262 $28.8M 0.01% +33,679 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 275,670 $28.8M 0.08% -2,939 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 185,401 $19.3M 4.81% +420 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 154,275 $16.1M 4.36% +4,098 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151,636 $15.8M 0.03% -16,056 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 147,006 $15.3M 3.38% -1,084 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 125,094 $13M 0.02% +24,448 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 122,449 $12.8M 0.02% +3,511 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 116,385 $12.1M 0.15% +2,279 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 113,848 $11.9M 0.06% +89,955 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 111,246 $11.6M 0.64% -512 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 102,675 $10.7M 0.02% +1,708 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 101,620 $10.6M 0.03% +14,346 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 89,687 $9.35M 0.01% -1,695 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 87,577 $9.13M <0.01% +3,205 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 85,595 $8.93M 0.02% -46 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 75,205 $7.84M 1.45% +7,160 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 71,625 $7.47M 0.91% -93 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 69,453 $7.24M 0.25% -1,343 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 67,909 $7.08M 1.15% -1,919 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 67,873 $7.08M 1.68% -317 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 67,788 $7.07M 5.09% -559 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 67,532 $7.04M 0.02% 0 13F-HR Timeline Group Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 63,666 $6.64M 2.49% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 61,792 $6.44M 0.06% -1,511 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 61,559 $6.42M 0.05% +9,008 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 58,700 $6.12M 0.01% -30,900 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 58,213 $6.07M 0.15% -481 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 56,409 $5.88M 1.24% -5,129 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 55,953 $5.84M 0.04% +1,873 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 54,683 $5.7M 0.05% -461 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,452 $5.68M 0.03% +331 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 53,574 $5.59M 0.05% -20 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 50,106 $5.23M 2.61% -810 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 49,944 $5.21M 3.37% +11,701 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 49,074 $5.12M 0.32% -25,313 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 47,521 $4.96M 1.97% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,361 $4.73M <0.01% -2,905 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 43,382 $4.52M 2.54% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 41,935 $4.37M 0.15% +282 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 41,724 $4.35M <0.01% -940 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 40,640 $4.24M 0.84% -198 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 40,344 $4.21M <0.01% +6,617 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,189 $3.98M 0.08% -650 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 35,142 $3.67M 0.47% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 34,888 $3.64M 1.02% -1,276 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 34,674 $3.62M 0.12% -727 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 34,660 $3.61M 0.13% -8,400 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 33,806 $3.53M 1.97% -3,082 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,539 $3.5M 0.02% -2,119 13F-HR/A Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 32,857 $3.43M 1.3% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 32,193 $3.36M 1.58% 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 31,411 $3.28M 0.61% -736 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 30,696 $3.2M <0.01% +6,663 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 30,145 $3.14M <0.01% +908 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 27,270 $2.84M 0.17% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,734 $2.79M <0.01% +24,385 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,678 $2.78M 0.04% +1,241 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,662 $2.78M 0.02% -673 13F-HR/A Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 26,371 $2.75M 0.09% +10,476 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 26,186 $2.73M 0.03% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 26,030 $2.71M 0.38% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,736 $2.68M +4,129 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,897 $2.6M 0.11% -2,614 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 24,694 $2.58M 0.17% -450 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,610 $2.46M 0.06% -338 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 22,830 $2.38M 0.72% +3 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 22,723 $2.37M 1.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 22,585 $2.36M 0.02% -38,831 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 21,553 $2.25M 0.04% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,220 $2.21M 0.11% +4,347 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,067 $2.2M 0.02% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,695 $2.16M <0.01% +9,345 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 20,497 $2.14M 0.9% -8,885 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,209 $2.11M 0.07% -264 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,758 $2.06M <0.01% +785 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 19,592 $2.04M 1.27% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 19,428 $2.03M 0.47% +3 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 19,084 $1.99M 0.3% +1 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 18,446 $1.92M 0.91% -1,213 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 18,274 $1.91M <0.01% +1,358 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 18,146 $1.89M 0.92% +11 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 17,902 $1.87M 0.15% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17,884 $1.86M 0.21% +305 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,309 $1.81M <0.01% -2,120 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,697 $1.74M 0.1% +3 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 16,598 $1.73M 0.18% -540 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,436 $1.71M 0.01% -1,619 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,125 $1.68M 0.06% -750 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16,028 $1.67M <0.01% +6,068 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 15,900 $1.66M 0.68% -473 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,557 $1.62M <0.01% new 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 15,504 $1.62M 0.69% -20,000 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,038 $1.57M 0.08% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,030 $1.57M 0.04% +1,672 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,939 $1.56M 0.04% +612 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,834 $1.55M 0.1% -343 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,288 $1.49M 0.01% +2,751 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,236 $1.48M 0.04% +36 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,655 $1.42M 0.01% +18 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 13,565 $1.41M 0.21% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 13,505 $1.41M 0.42% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,411 $1.4M 0.07% +32 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,502 $1.39M <0.01% +4,654 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 12,742 $1.39M 0.37% +875 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 13,157 $1.37M 0.08% -559 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 13,120 $1.37M 0.32% +2,257 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,076 $1.36M <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,305 $1.28M 0.02% -240 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 11,842 $1.24M <0.01% -354 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,387 $1.19M 0.17% -101 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,146 $1.16M 0.38% +1,052 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,131 $1.16M <0.01% +351 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 11,035 $1.15M 0.99% -25,951 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,929 $1.14M <0.01% +7,779 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,835 $1.13M 0.15% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,256 $1.07M 0.02% -212 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 9,871 $1.03M 0.08% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,645 $1.01M 0.11% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 9,628 $1M 0.43% -32 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,470 $988K 0.12% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,343 $980K 0.11% +5,846 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,390 $979K 0.4% -4,258 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,343 $974K 0.01% +128 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,166 $956K 0.01% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 9,093 $948K 0.05% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 8,955 $934K 0.64% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 8,921 $930K 0.42% +5,953 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,719 $909K 0.4% +1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,643 $902K 0.01% +2 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,640 $901K 0.12% +175 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 8,568 $894K 0.59% +29 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 8,285 $864K 0.13% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,194 $855K 0.08% -494 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,115 $846K 0.49% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,085 $843K 0.01% -115 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,899 $824K <0.01% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,850 $819K 0.1% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,709 $804K 0.04% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,667 $800K 0.02% -4,342 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,625 $795K 0.09% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,625 $795K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,568 $789K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,380 $772K 0.14% +540 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 7,400 $772K 0.03% -36,275 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,230 $754K 0.06% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,064 $737K 0.02% -10 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 6,925 $719K 0.37% +9 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 6,740 $703K 0.09% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,620 $690K 0.05% -41 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,616 $690K 0.29% -99 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6,568 $685K 0.23% +22 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,522 $680K 0.02% +95 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,322 $659K 0.01% -918 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 6,152 $651K 0.14% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,222 $649K 0.04% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,153 $642K <0.01% +2 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6,074 $634K 0.28% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,031 $629K 0.16% +51 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,837 $609K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,807 $608K 0.23% +2 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 5,709 $595K <0.01% 0 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,610 $585K 0.14% -236 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 5,400 $563K 0.42% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,203 $543K 0.16% -529 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,139 $536K 0.06% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,060 $528K 0.04% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 5,025 $524K 0.41% +7 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,994 $521K 0.16% +56 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 4,940 $515K 0.25% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 4,853 $514K 0.19% +6 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,860 $507K 0.03% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 4,813 $502K 0.19% -526 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,795 $500K 0.01% +1,633 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,755 $496K 0.23% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,691 $489K 0.29% -5,478 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,632 $483K <0.01% +6 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,575 $477K 0.01% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 4,571 $477K 0.31% -12 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,528 $476K 0.01% +76 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,490 $468K 0.37% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,464 $466K <0.01% +152 13F-HR Timeline Group