LPL Financial LLC More: the full row for LPL Financial LLC 1,292,391 $123M 0.03% -88,760 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,090,222 $104M 0.01% -22,077 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 991,892 $103M 0.66% -1,336,234 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 692,430 $66.1M 0.01% -25,612 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 603,747 $57.6M +141,222 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 596,099 $56.9M 0.06% +67,654 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 592,851 $56.6M 3.53% +6,217 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 557,871 $53.3M 8.68% +62,044 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/ 451,119 $43.1M <0.01% -50,682 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 424,568 $38.9M <0.01% +25,139 13F-HR/A Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 356,056 $34M 1.31% +22,811 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 353,858 $33.8M 0.01% +132,420 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 347,434 $33.2M 4.1% -133,844 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 342,334 $32.7M 0.01% +11,302 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 311,166 $29.7M 0.04% -38,432 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 270,806 $25.9M 1.49% -97,443 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 250,038 $23.9M 0.03% -2,308 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 242,103 $23.1M 0.06% -42,765 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 215,883 $20.6M <0.01% -139,247 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 155,875 $15.1M 0.03% +53,540 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 136,102 $14.3M 3.6% -10,966 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 142,759 $13.6M 2.41% -1,123 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 142,348 $13.6M 0.02% +3,990 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 136,367 $13M 0.02% -32,546 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 127,673 $12.2M 0.02% +2,178 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 122,151 $11.7M 0.13% +5,254 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 109,694 $10.5M 0.52% -631 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 106,700 $10.2M 0.01% +46,500 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 105,945 $10.1M 0.08% +29,384 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 96,416 $9.21M <0.01% -10,174 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 91,999 $8.78M 0.01% -1,694 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 90,847 $8.67M 1.66% +9,340 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 84,985 $8.11M 0.01% -610 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 73,039 $6.97M 0.02% -8,657 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 73,024 $6.97M 1.62% +4,628 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 71,239 $6.8M <0.01% +31,910 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 70,370 $6.72M 0.8% +475 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 66,679 $6.37M 0.02% -468 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 64,467 $6.16M 0.03% +6,469 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 64,379 $6.15M 0.98% +2,826 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 61,158 $5.84M 0.05% -355 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 59,359 $5.67M 1.09% +3,229 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 57,931 $5.53M 0.13% +331 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 54,219 $5.18M 0.04% -420 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 53,424 $5.1M 0.04% -130 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,390 $5.1M 0.03% +238 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 52,828 $5.04M 3.53% -1,096 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 52,162 $4.98M 1.8% +4,383 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 52,038 $4.97M 1.23% +9,732 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 49,561 $4.73M 2.3% -365 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 44,542 $4.25M 0.24% -5,799 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 41,838 $3.99M 0.12% 0 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 41,524 $3.96M 1.69% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 41,411 $3.95M <0.01% +1,648 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 41,085 $3.92M 0.63% +942 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 40,804 $3.9M 0.02% +6,910 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 40,420 $3.86M 2.76% +3,369 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 38,383 $3.66M <0.01% +6,782 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 31,297 $3.59M 0.1% -3,110 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 35,571 $3.4M 0.39% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 41,135 $3.33M 2.11% -2,577 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 33,739 $3.22M +6,449 Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 32,973 $3.15M 1.53% -284 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 32,857 $3.14M 1.28% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 32,722 $3.12M <0.01% -595 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 32,557 $3.11M 0.81% -819 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,179 $3.02M 0.03% -48,259 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 31,224 $2.98M 0.51% -159 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,073 $2.87M 0.02% +7,223 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,725 $2.84M 0.01% -1,115 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 29,171 $2.79M 1.34% -2,367 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 28,783 $2.75M 0.04% +403 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,808 $2.66M <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,561 $2.63M <0.01% -17 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 27,290 $2.61M 0.01% +10,789 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 26,866 $2.57M 0.32% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,769 $2.56M 0.01% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,336 $2.51M 0.03% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 26,260 $2.51M 0.11% +2,689 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24,936 $2.38M <0.01% +1,941 13F-HR Timeline Group Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 24,256 $2.35M 2.04% +40 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,292 $2.34M <0.01% +4,894 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 24,219 $2.31M 0.26% +3,141 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 24,064 $2.3M 0.14% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 23,798 $2.27M 0.02% -2,388 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,722 $2.27M 0.04% +94 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 22,245 $2.12M 0.84% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 21,835 $2.08M 0.57% +2 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,259 $2.03M 0.07% -5,070 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 18,222 $2.02M 0.28% -525 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 20,455 $1.95M 0.65% -500 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 20,366 $1.94M 0.78% -137 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 19,386 $1.85M 0.42% +107 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 19,255 $1.84M 0.06% -745 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,149 $1.83M 0.06% -49,544 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,809 $1.8M 0.01% +441 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,626 $1.78M <0.01% -1,090 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 18,468 $1.76M 0.33% +9,125 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 17,902 $1.71M 0.14% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,233 $1.65M 0.07% -76 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 16,803 $1.6M 0.83% -932 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,685 $1.59M 0.12% +14,490 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,569 $1.58M 0.09% +50 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,944 $1.52M <0.01% +438 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 15,906 $1.52M 0.61% -896 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,825 $1.51M 0.06% -19,240 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,557 $1.49M <0.01% 0 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,746 $1.48M 0.41% +593 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 15,535 $1.48M 0.49% +25 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,345 $1.47M 0.09% +184 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,208 $1.45M <0.01% +13,248 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,064 $1.44M 0.03% -86 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 15,038 $1.44M 0.26% +7,298 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,009 $1.43M <0.01% +165 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,848 $1.42M 0.02% +2,657 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,816 $1.41M 0.01% -220 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,514 $1.39M 0.04% -358 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 13,868 $1.32M 0.41% +2,893 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 13,635 $1.3M 0.25% +62 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 13,565 $1.3M 0.08% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 13,507 $1.29M 0.38% +2 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 13,445 $1.28M 0.13% -5 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,704 $1.21M 0.06% -328 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,505 $1.19M 0.01% +13 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,486 $1.19M <0.01% +26 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,648 $1.16M 0.07% -2,642 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,857 $1.13M 0.01% +3,233 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,730 $1.12M 0.01% +9,384 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,617 $1.11M <0.01% -6,768 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,746 $1.09M 0.13% +902 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,225 $1.07M 0.06% +1,618 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,948 $1.05M 0.02% +927 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10,931 $1.04M 0.26% +505 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 10,895 $1.04M 0.9% +1,767 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,156 $970K 0.09% +4,448 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,149 $969K 0.02% +1,705 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 9,646 $921K 0.09% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,524 $909K 0.09% -4,188 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,377 $895K 0.36% -10 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,335 $891K <0.01% -2,264 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,225 $881K 0.1% -245 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 9,160 $875K 0.06% -691 13F-HR/A Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 9,093 $868K 0.05% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 8,929 $853K 0.05% -1,566 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,647 $826K 0.01% +1 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,617 $823K 0.01% -566 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 8,582 $819K 0.52% +53 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,415 $803K 0.3% -89 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,341 $796K 0.03% +4,308 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 8,285 $791K 0.11% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,086 $772K 0.07% -108 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,085 $772K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,056 $769K 0.01% +2,408 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,000 $764K 0.32% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,850 $750K 0.09% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 7,822 $747K 0.49% +200 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,677 $733K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,625 $728K 0.08% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,625 $728K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,538 $720K <0.01% +743 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 7,230 $690K 0.06% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,229 $690K 0.13% -1,372 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 6,942 $663K 0.32% +7 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,892 $658K 0.01% -299 13F-HR/A Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 6,740 $644K 0.08% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,736 $643K <0.01% +2,525 13F-HR Timeline Group Sunbelt Securities, Inc. 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More: the full row for MATHER GROUP, LLC. 5,837 $557K 0.01% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 5,037 $557K 0.36% +5 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,715 $546K 0.27% 0 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 $545K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 5,679 $542K 0.12% +5,519 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,582 $533K -247 Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 5,505 $526K 0.28% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,485 $524K 0.01% -61 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,860 $523K 0.03% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,408 $516K 0.52% -177 13F-HR Timeline Avantra Family Wealth, Inc. 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