MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,258,792 $164M 0.01% +45,397 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,276,419 $115M 8.2% +85,260 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,666,710 $83.9M 4.41% +293,492 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/ 1,418,879 $71.4M 0.01% +245,078 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,072,449 $54M 0.09% -397,710 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 759,617 $38.2M 0.01% +86,697 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 657,951 $33.1M 0.26% +5,752 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 589,876 $29.7M 0.88% +38,942 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 506,011 $25.5M 0.03% +20,709 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 435,832 $21.9M 2.28% -9,713 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 428,835 $21.6M <0.01% +376,871 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 385,125 $19.4M 0.12% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 329,222 $16.6M <0.01% +30,588 13F-HR/A Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 307,365 $15.5M 1.32% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 296,533 $14.9M 0.02% +64,542 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 226,012 $11.4M 0.02% +111,215 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 221,903 $11.2M 0.1% +41,788 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 204,221 $10.3M 0.27% +18,988 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 198,951 $10M -2,813 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 193,766 $9.75M 0.01% -968 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 175,063 $8.81M 2.64% -615 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 167,530 $8.43M 0.02% -14,864 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 163,616 $8.24M 0.02% -6,569 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 159,913 $8.05M <0.01% -22,327 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 158,802 $7.99M 2.33% +22,540 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 133,623 $6.72M <0.01% +53,815 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 130,726 $6.58M 1.08% +28,048 13F-HR Timeline Group DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 124,805 $6.28M 4.05% +6,509 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 113,526 $5.71M 0.01% -20,205 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 111,610 $5.62M 1% -218 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 108,821 $5.48M 0.04% +1,227 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 104,587 $5.26M <0.01% -61,767 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 102,387 $5.15M 0.02% -1,116 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 101,344 $5.1M 0.03% -19,823 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 99,992 $5.03M <0.01% -279,801 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 95,568 $4.81M 1.23% +14,748 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 95,450 $4.8M 1.04% -7,971 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 94,144 $4.74M 0.16% -923 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 88,020 $4.43M 1.23% -1,270 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 86,418 $4.35M 0.92% +9,531 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 85,204 $4.29M 0.19% +8,869 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 79,992 $4.03M 0.13% +6,216 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 78,767 $3.97M 1.62% +29,667 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 77,831 $3.92M 0.22% +11,620 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 72,832 $3.67M 0.21% -32,334 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 70,906 $3.57M -405,249 Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 70,881 $3.57M 0.65% +5,492 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 64,010 $3.22M 0.82% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 63,374 $3.19M 0.09% +1,659 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 62,625 $3.15M 0.1% +58,485 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 59,671 $3M 1.52% -5,003 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 57,925 $2.92M 0.43% -5,000 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 56,979 $2.87M 0.03% -23,880 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 56,894 $2.86M 0.02% +11,147 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 55,112 $2.77M 0.05% -16,189 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 53,962 $2.72M <0.01% +1,724 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 53,337 $2.68M <0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 52,120 $2.62M 0.01% -1,416 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 50,288 $2.53M <0.01% -4,623 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,203 $2.48M <0.01% -664 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 48,990 $2.47M 1% +8,539 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48,984 $2.47M <0.01% +20,816 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 46,400 $2.34M 0.18% +6,380 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 43,903 $2.21M 1.15% -35,855 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,141 $2.17M <0.01% -6,558 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 42,722 $2.15M 0.09% -335 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 41,422 $2.08M 0.16% -1,535 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 41,169 $2.07M 0.11% +785 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 40,727 $2.05M 0.03% -95,820 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,527 $2.04M <0.01% -31,930 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 40,218 $2.02M 0.53% -947 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 39,438 $1.99M 0.02% -1,026 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,333 $1.98M 0.04% +8,908 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 38,188 $1.92M <0.01% new 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 37,727 $1.9M 0.3% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,659 $1.9M <0.01% +12,967 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 36,150 $1.82M 0.07% -100 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 34,154 $1.72M 0.42% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 33,078 $1.67M 0.3% new 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 31,913 $1.61M 1% +1,021 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 31,775 $1.6M 0.69% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,482 $1.58M <0.01% -690 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,777 $1.55M 0.1% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 30,691 $1.55M <0.01% new 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 30,676 $1.54M 0.13% -2,349 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 29,427 $1.48M 0.04% -4,353 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 29,344 $1.48M 0.31% +7,299 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,703 $1.39M 0.01% +6,278 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 27,196 $1.37M 0.48% +3,123 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,016 $1.36M <0.01% +7,028 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 26,378 $1.33M 0.01% +944 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 25,607 $1.29M 0.12% +85 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 25,442 $1.28M 1.1% -3,001 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 24,829 $1.25M 0.03% -4,950 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 24,821 $1.25M 0.3% +11,013 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 24,656 $1.24M 1.14% +2,044 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,273 $1.17M 0.03% +13 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,034 $1.16M 0.01% -494 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,854 $1.15M <0.01% -10,619 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,611 $1.14M 0.07% +1,076 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 22,122 $1.11M 0.03% +14,590 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 22,014 $1.11M <0.01% -565 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21,537 $1.08M <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,316 $1.07M <0.01% +119 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 20,857 $1.05M 0.03% -1,108 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 20,620 $1.04M 0.32% +3,616 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 20,577 $1.03M 0.6% +1,949 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,429 $1.03M <0.01% -4,999 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 20,256 $1.02M 0.24% -771 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 19,908 $1M 0.18% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,916 $1M 0.01% +8,266 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 18,014 $907K 0.12% +516 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 17,211 $866K 0.88% -639 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 17,174 $865K 0.49% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 17,000 $856K 0.07% -44,470 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,752 $793K 0.02% +3,828 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,975 $754K 0.05% -25 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 14,638 $737K 0.2% -8,676 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14,610 $735K 0.28% -493 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,410 $725K <0.01% -99,696 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,516 $680K 0.09% +40 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 12,797 $644K 0.21% +500 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,570 $633K 0.02% -4,900 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,062 $607K <0.01% +240 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,770 $593K 0.01% -3,690 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 11,254 $567K 1.77% -1,494 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,118 $560K 0.02% -618 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,900 $548K 0.07% +145 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 10,851 $545K 0.38% +5,366 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,500 $529K 0.01% 0 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 10,211 $514K 0.02% -323 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 9,575 $482K 0.09% +721 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,545 $480K <0.01% +376 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,350 $471K 0.01% +1,888 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,272 $467K 0.01% -11,447 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 9,167 $461K 0.2% -8,681 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,072 $457K 0.01% +432 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,702 $438K 0.01% +11 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,663 $436K 0.02% +1,984 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,286 $417K 0.01% +1,149 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,000 $403K 0.03% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,000 $403K 0.2% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,750 $390K 0.04% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,747 $390K 0.02% +64 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,651 $385K <0.01% -2,940 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 7,571 $381K 0.26% -1,495 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,476 $376K 0.01% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,488 $376K 0.06% +1,449 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,478 $376K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,382 $372K 0.09% +159 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 7,300 $367K 0.04% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,229 $364K 0.13% -1,832 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,000 $352K 0.31% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,947 $349K 0.05% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 6,779 $341K 0.08% +44 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 6,649 $335K 0.06% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 6,580 $331K 0.12% +6 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,472 $326K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,323 $318K 0.15% +174 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,997 $302K 0.01% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 5,952 $300K 0.1% -414 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 5,905 $297K 0.07% +25 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,883 $296K <0.01% new 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 5,808 $292K 0.12% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,628 $283K 0.02% -596 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,605 $282K 0.03% +1,120 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,406 $272K <0.01% +258 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,383 $271K 0.18% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,297 $267K 0.13% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,211 $262K 0.03% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,068 $255K 0.05% -374 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,040 $254K 0.12% -337 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,037 $254K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,000 $252K 0.01% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,950 $249K 0.18% -3,510 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,854 $244K 0.02% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 4,753 $239K 0.12% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,747 $239K <0.01% +250 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,664 $235K <0.01% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,237 $213K 0.06% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,229 $213K 0.06% +18 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,202 $212K 0.1% -25 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 LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 4,170 $210K 0.19% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,111 $207K 0.15% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,064 $205K <0.01% -1,550 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,028 $203K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,016 $202K 0.02% -10,000 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,016 $202K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,900 $196K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,814 $192K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,671 $134K 0.07% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,634 $133K <0.01% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,176 $110K 0.08% -128 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,139 $108K 0.04% +409 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,979 $99.6K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,561 $78.6K 0.03% +33 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,507 $76K <0.01% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,483 $74.7K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 971 $48.9K 0.04% +4 13F-HR Timeline