MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 780,288 $115M 0.01% -19,148 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 450,334 $66.4M 0.01% -11,985 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 385,643 $56.9M 0.89% +53,630 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/ 362,628 $53.5M <0.01% -209,476 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 312,509 $46.1M 0.01% +724 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 257,897 $38.1M -15,683 Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 219,197 $34.4M 6.72% +4,392 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 226,294 $33.4M 0.01% +14,144 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 214,166 $31.6M 0.09% -43,071 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 204,004 $30.1M 0.01% +16,279 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 110,306 $16.3M 1.71% +6,270 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 101,942 $15M 0.02% +3,477 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 96,392 $14.2M 0.23% -377 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 95,532 $14.1M <0.01% -34 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 94,980 $14M 0.04% +52,718 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 83,451 $12.3M 2.17% +8,630 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 64,985 $9.59M 0.13% -145,400 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 62,848 $9.27M <0.01% +6,381 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,996 $8.85M 0.05% +9,105 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 59,790 $8.65M <0.01% +8,465 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,010 $7.97M 0.02% +3,885 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,141 $7.84M 0.01% -5,740 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 53,025 $7.82M +40,151 Timeline Well Done, LLC More: the full row for Well Done, LLC 52,690 $7.77M 1.14% +2,869 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,000 $7.38M <0.01% -50,000 13F-HR Timeline Group Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 47,186 $6.96M 4.98% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,325 $6.69M 0.01% +626 13F-HR Timeline Group SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 43,785 $6.46M 3.02% +11,603 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,050 $6.35M 0.03% -1,421 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,954 $6.34M <0.01% +2,298 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 41,635 $6.14M 0.03% +40,594 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 42,705 $6.12M <0.01% +3,710 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,915 $5.74M 0.03% +5,899 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 38,388 $5.66M 1.5% +1,725 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,941 $5.45M 0.01% +2,042 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,576 $5.25M 0.01% +1,689 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 34,053 $5.02M 1.38% -5,973 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 33,497 $4.94M 4.43% +648 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 32,790 $4.84M 2.28% -313 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 31,901 $4.71M <0.01% +75 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 31,569 $4.66M 0.22% +6,534 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 31,293 $4.62M 1.76% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,309 $4.18M <0.01% -27,454 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,067 $4.14M 0.06% +1,916 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 27,016 $3.99M 0.12% +2,982 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 25,651 $3.78M <0.01% +3,134 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,468 $3.76M <0.01% +2,122 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 24,468 $3.61M 0.24% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,302 $3.58M <0.01% +913 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 24,020 $3.54M 0.04% +4,186 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 22,310 $3.29M 2.11% +3,478 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 20,076 $2.96M 2% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 19,551 $2.88M 0.04% +13,229 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,290 $2.85M <0.01% +134 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 19,210 $2.83M 1.45% -154 13F-HR/A Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 19,036 $2.81M 0.6% -76 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,332 $2.77M 0.1% -115 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,521 $2.73M <0.01% +24 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 18,056 $2.66M 0.03% -627 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 17,360 $2.56M 0.02% 0 13F-HR Timeline Group 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 17,257 $2.55M <0.01% +2,602 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,761 $2.47M 0.04% -60 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,588 $2.45M 0.02% -9 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,337 $2.41M <0.01% new 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 15,882 $2.34M +6,789 Timeline Westwind Capital More: the full row for Westwind Capital 15,088 $2.23M 0.53% -1,207 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,626 $2.17M 0.01% -1,325 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,685 $2.15M 0.21% +555 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 14,446 $2.13M 1.41% +341 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,330 $2.11M 0.19% -1,270 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 14,209 $2.11M 0.46% -4,897 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,067 $2.08M 0.01% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 13,726 $2.03M 0.36% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,477 $1.99M 0.05% -405 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,335 $1.92M 0.02% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,073 $1.78M 0.01% +52 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,047 $1.78M 0.12% +22 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 11,847 $1.76M 0.73% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,184 $1.75M 0.27% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 11,440 $1.69M 0.3% +198 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,431 $1.69M 0.04% -83 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,204 $1.65M -849 Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 11,109 $1.64M 0.19% -938 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,036 $1.63M <0.01% -13,805 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,930 $1.61M 0.04% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,725 $1.58M 0.01% -2,128 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,087 $1.49M <0.01% -48 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,930 $1.47M <0.01% +17 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,488 $1.4M 0.23% -1,175 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,457 $1.4M <0.01% -889 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,898 $1.31M 0.05% -164 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,894 $1.31M 0.2% +5 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 8,889 $1.31M 1.11% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,848 $1.31M 0.21% +1,641 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,772 $1.29M <0.01% -217 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,726 $1.29M 0.34% -136 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,675 $1.28M 0.97% -129 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 8,055 $1.19M 0.65% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,789 $1.15M <0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,682 $1.13M <0.01% +1 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,587 $1.12M <0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,363 $1.09M <0.01% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,330 $1.08M 0.12% -275 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,244 $1.07M 0.01% +1,018 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,242 $1.07M 0.01% +400 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,208 $1.06M 0.26% +2,058 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,821 $1.01M 0.01% -797 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,771 $999K 0.51% -169 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,761 $997K <0.01% -215 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,739 $994K 0.07% -526 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,654 $982K <0.01% +266 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,525 $963K 0.06% +355 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,356 $938K 0.69% +572 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,329 $934K 0.03% +4,675 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,123 $903K 0.01% +305 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,692 $840K <0.01% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,639 $832K 0.01% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 5,631 $831K 0.01% -1,263 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,543 $818K 0.01% +1 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,537 $817K 0.01% +114 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,161 $761K 0.18% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,123 $756K 0.13% -331 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,100 $752K 0.15% -5,100 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,092 $751K <0.01% +155 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,037 $743K <0.01% +683 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,921 $726K 0.05% -182 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,890 $721K 0.08% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,849 $715K 0.02% +44 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,799 $708K 0.03% -119 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,772 $704K 0.08% -400 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,743 $700K <0.01% +1 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,395 $697K 0.05% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,700 $693K 0.02% -1,520 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,695 $693K 0.01% +3 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,510 $665K 0.04% +420 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,456 $657K 0.03% +31 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,414 $651K <0.01% +2 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 4,235 $625K -77 Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,230 $624K 0.16% +193 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,150 $612K <0.01% +679 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,132 $610K 0.08% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,119 $608K 0.17% -164 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,088 $603K <0.01% -474 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 4,002 $590K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,988 $588K <0.01% +697 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,967 $585K <0.01% +341 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,922 $579K 0.04% -600 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,857 $569K 0.01% +1,392 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,837 $566K 0.46% -50 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,823 $564K <0.01% -192 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,703 $546K <0.01% -426 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,699 $546K 0.2% +1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,615 $533K 0.33% +1 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,600 $531K 0.11% 0 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,551 $524K +51 Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,542 $523K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,540 $522K <0.01% +460 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,498 $516K 0.32% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,420 $505K 0.28% -360 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,412 $503K 0.16% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,411 $503K 0.01% -646 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,383 $499K <0.01% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,316 $489K 0.14% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,244 $479K <0.01% -80 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,420 $471K <0.01% -208 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,143 $464K <0.01% -2 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,037 $448K 0.02% +14 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,018 $445K 0.17% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,991 $441K 0.03% -2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,962 $437K 0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,917 $430K 0.01% +2 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,811 $421K <0.01% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,665 $421K 0.24% +1 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,788 $411K <0.01% -2,062 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,657 $392K 0.01% +350 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,596 $383K <0.01% +796 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,569 $379K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,528 $373K <0.01% -22 13F-HR Timeline Group WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 2,523 $372K 0.4% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,520 $372K 0.02% 0 13F-HR Timeline BAILARD, INC. 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