MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,418,830 $173M 0.01% +314,175 13F-HR/A Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,027,539 $102M 8.18% +119,257 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,372,596 $69.3M 4.04% +139,550 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,258,796 $63.6M 0.13% +674,207 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/ 1,080,910 $54.6M <0.01% -68,867 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 657,840 $33.2M 0.3% -14 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 609,982 $30.8M 0.01% +102,362 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 527,791 $26.7M +52,593 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 527,331 $26.6M 0.84% +7,728 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 460,256 $23.2M 0.01% +47,455 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 451,989 $22.8M 2.49% +19,844 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 331,557 $16.7M <0.01% +41,148 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 220,116 $11.1M 0.02% +2,939 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 203,778 $10.3M 0.01% +51,246 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 200,593 $10.1M -25,418 Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 196,751 $9.94M 0.13% +42,092 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 194,412 $9.82M 0.01% +109,109 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 193,455 $9.77M 0.27% +16,093 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 187,752 $9.48M 3.04% -4,389 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 171,628 $8.67M 0.11% -43,275 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 168,672 $8.52M 0.03% +18,929 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 163,842 $8.28M <0.01% +37,581 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 162,704 $8.22M 0.02% -21,886 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 148,087 $7.48M 0.01% -10,365 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 146,595 $7.4M 0.04% +20,213 13F-HR/A Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 133,026 $6.72M 1.99% +5,332 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 131,609 $6.65M <0.01% -6,683 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 116,037 $5.86M 1.01% -7,639 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 109,550 $5.53M 0.03% -19,230 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 99,909 $5.05M 0.18% -6,346 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 98,244 $4.96M 1.07% +14,737 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 95,147 $4.81M 0.88% +13,601 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 91,269 $4.61M 0.05% -2,560 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 91,176 $4.61M 0.09% -1,391 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 90,417 $4.57M 0.03% -2,006 13F-HR/A Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 81,425 $4.11M 1.46% +4,820 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 81,266 $4.1M 2.31% +10,043 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 73,844 $3.73M 0.12% -21,240 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 72,349 $3.65M 0.62% -14,116 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 70,610 $3.57M 0.32% +4,000 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 68,447 $3.45M 1.2% +2,144 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 65,727 $3.32M <0.01% -589 13F-HR Timeline Group JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 63,928 $3.23M 0.55% -3,065 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 63,504 $3.21M <0.01% +19,518 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 63,347 $3.2M 1.79% +1,871 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 62,925 $3.18M 0.47% +3,409 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,045 $3.03M <0.01% +264 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 56,943 $2.88M <0.01% -74,099 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 55,585 $2.81M 0.16% +4,328 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 54,649 $2.76M 0.08% -1,859 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 53,148 $2.69M 0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 50,103 $2.53M <0.01% +12,050 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 48,413 $2.45M <0.01% +7,773 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,410 $2.29M <0.01% +3,216 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,064 $2.18M <0.01% -12,545 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 42,677 $2.16M 0.1% +973 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 42,390 $2.14M 0.86% -915 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 40,668 $2.05M 0.02% +8,950 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 40,532 $2.05M <0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 40,268 $2.03M 0.2% +10,481 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 40,161 $2.03M 0.58% +549 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 39,435 $1.99M 0.18% -37,340 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 38,007 $1.92M 0.17% -2,555 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 37,253 $1.88M 0.04% +3,017 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 36,650 $1.85M 0.07% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,605 $1.85M 0.02% +583 13F-HR/A Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 35,154 $1.78M 0.44% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 35,007 $1.77M 0.16% +2,438 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,627 $1.7M 0.01% -2,023 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 32,608 $1.65M 0.3% +1,984 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,340 $1.63M <0.01% +11,776 13F-HR Timeline Group Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 31,529 $1.59M 1.31% +1,509 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,777 $1.55M 0.11% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,728 $1.55M <0.01% +3,431 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 29,779 $1.5M 0.04% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 28,634 $1.45M 0.01% +2,260 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 26,631 $1.35M 0.91% +1,445 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,571 $1.34M 0.01% +6,571 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 26,186 $1.32M 0.08% -9,805 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 25,554 $1.29M 0.01% +1,539 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,175 $1.27M 0.03% -271 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,213 $1.22M <0.01% +1,877 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 23,198 $1.17M <0.01% -1,188 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,118 $1.17M <0.01% -5,616 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,553 $1.14M 0.06% +5,883 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,249 $1.12M 0.05% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,073 $1.11M 0.01% +1,984 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 21,333 $1.08M 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,269 $1.07M 0.02% +4,176 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 21,027 $1.06M 0.28% -12 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 20,552 $1.04M 0.1% +9,160 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,139 $1.02M 0.05% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 19,908 $1.01M 0.16% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 19,788 $999K 0.14% +143 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 18,898 $955K 0.27% -291 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 18,880 $950K 0.59% +2,910 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,706 $945K <0.01% +16,316 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 18,206 $920K <0.01% new 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 17,739 $896K 0.53% -76 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,689 $893K 0.01% -3,130 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,312 $874K 0.03% +1,754 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,124 $764K 0.01% +2,857 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,008 $758K 0.05% +108 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14,317 $723K 0.28% -2,752 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 14,217 $718K 0.74% +1,100 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14,016 $708K 0.07% -10,000 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 13,808 $697K 0.18% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 13,497 $682K 0.23% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,392 $676K <0.01% +1,810 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,387 $676K 0.09% +66 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,256 $670K 0.09% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,867 $599K 0.02% +56 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,896 $550K 0.02% -3,540 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,500 $530K 0.01% 0 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,009 $506K 0.01% +875 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 9,516 $481K 0.22% -3,007 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 9,427 $476K 0.19% -1,518 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 9,293 $469K 0.16% +4,544 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,959 $453K 0.22% -15,030 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 8,804 $445K 0.2% -6,509 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,710 $440K 0.08% +1,305 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,485 $429K 0.01% +339 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,000 $404K 0.28% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,697 $388K 0.01% -2,911 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,585 $383K 0.06% +539 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,519 $380K <0.01% +1,885 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 7,476 $378K 0.01% +1,321 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,223 $365K 0.09% -666 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,958 $351K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,867 $347K 0.01% -2,275 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 6,679 $337K 0.02% -61 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 6,649 $336K 0.06% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 6,561 $331K 0.11% -58,475 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,471 $327K 0.18% +191 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,356 $321K 0.12% -1,991 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 6,275 $317K 0.28% +1,114 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,179 $312K 0.15% -1,968 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,126 $309K 0.01% +1,198 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 5,824 $294K 0.08% +41 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 5,808 $293K 0.13% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,613 $284K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,493 $277K 0.01% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,460 $276K 0.21% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,442 $275K 0.06% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,421 $274K 0.09% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,403 $273K <0.01% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,383 $272K 0.17% -6,042 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,339 $270K <0.01% -6,094 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 5,300 $268K 0.16% -2,000 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,297 $268K 0.14% -400 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,265 $266K 0.01% +38 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,037 $254K 0.01% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,019 $254K 0.02% +1,032 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,835 $244K 0.16% +134 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,834 $244K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,443 $224K 0.03% +1,522 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,389 $222K 0.02% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,283 $216K 0.02% -8,735 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,184 $211K 0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,170 $211K 0.07% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,124 $208K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,118 $208K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,986 $201K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,320 $168K 0.01% -2,975 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,000 $151K 0.13% -4,000 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,634 $133K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,037 $103K <0.01% -6,838 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,486 $75K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,483 $74.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,186 $59.9K 0.02% +35 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 976 $49.3K 0.01% -3,291 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 958 $48.4K 0.04% +7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 899 $45.4K <0.01% -1,116 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 687 $34.7K <0.01% +402 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 637 $32.2K <0.01% +60 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 610 $30.8K 0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 569 $28.7K <0.01% +109 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 468 $23.6K <0.01% +4 13F-HR Timeline City State Bank More: the full row for City State Bank 381 $19.2K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 345 $17.4K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 340 $17.2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 267 $13.5K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 262 $13.2K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 200 $10.1K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 207 $10K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 105 $5.3K <0.01% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $5.05K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $42 <0.01% 0 13F-HR Timeline Group