ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,726,548 $421M +857,294 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,569,606 $383M 0.03% -6,012 13F-HR/A Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 711,400 $174M 1.53% +134,789 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 660,369 $161M 1.32% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 577,075 $141M 0.01% -15,665 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 568,964 $139M 0.03% -18,623 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 501,734 $123M 5.18% +7,571 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 493,819 $121M 0.02% +16,121 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 482,122 $118M 2.07% +5,987 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 481,028 $117M 0.03% +13,832 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 471,047 $115M 0.03% +43,902 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 458,515 $112M 6.67% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 455,404 $111M 0.01% +182,729 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 441,280 $108M 0.03% +40,066 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 430,884 $105M 6.38% +7,420 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 422,981 $103M 0.06% +7,025 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 299,290 $73.1M 0.08% +28,666 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 288,653 $70M 1.56% -38,791 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 236,338 $57.7M 0.04% +20,775 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 216,103 $52.7M 12.96% +1,171 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 210,723 $51.4M 0.1% +2,519 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 210,501 $51.4M 0.07% +16,074 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 207,450 $50.6M 1.79% +105,551 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 206,611 $50.4M 0.01% -9,457 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 205,883 $50.3M 4.83% -2,158 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 193,220 $47.2M 0.94% -4,661 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 175,859 $42.9M 0.06% -15,100 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 175,513 $42.8M 0.33% +29,523 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 169,323 $41.3M 1.32% +3,524 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 162,647 $39.7M 0.12% -746 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 152,741 $37.3M 0.07% new 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 136,865 $33.4M 10.51% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 133,140 $32.5M 2.4% +1,178 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 129,288 $31.6M 0.56% +22,445 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,703 $30.7M 0.06% +7,065 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 113,237 $27.6M 3.1% +15,373 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,799 $25.8M 0.04% +9,811 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 103,900 $25.4M 0.04% +11,700 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 96,806 $23.6M 5.32% +38,589 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 92,581 $22.6M 4.64% +4,374 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 90,398 $22.2M 0.03% +1,817 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 90,726 $22.1M 8.53% -1,492 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 89,128 $21.8M 0.05% +837 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 86,465 $21.1M 0.69% -2,995 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 83,092 $20.3M 0.41% +10,383 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 80,126 $19.6M 0.32% +4,966 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 77,568 $18.9M 0.05% -8,424 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 75,168 $18.4M 0.62% -2,571 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 74,572 $18.2M 2.35% +43,206 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,204 $17.9M 0.01% +1,992 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 73,039 $17.8M 3% -295 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 71,252 $17.4M 5.41% +456 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 70,656 $17.2M 1.37% -1,631 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 69,530 $17M <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,574 $16.7M 0.1% +20,971 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 68,540 $16.7M 0.19% -1,162 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 63,370 $15.5M 2.81% -2,840 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 59,355 $14.5M 0.1% +1,605 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 57,568 $14.1M 2.11% -1,481 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 56,875 $13.9M 1.37% +28,738 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,497 $13.5M 0.33% -10,941 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 53,411 $13M 0.3% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 50,728 $12.4M 4.79% +3,388 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 50,318 $12.3M 2.57% +25,450 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 49,466 $12M 0.01% +8,402 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 48,967 $12M 0.74% -128 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 48,816 $11.9M -6,828 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,701 $11.6M 0.02% +826 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 47,552 $11.6M 3.03% +501 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 46,293 $11.3M 0.66% +19,005 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 44,278 $10.8M 0.71% -219 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 43,616 $10.6M 3.33% +5,058 13F-HR/A 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 42,664 $10.4M <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 42,197 $10.3M 1.47% +2,594 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 40,824 $9.96M 1.65% -3,294 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 40,803 $9.96M 5.92% +132 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 39,849 $9.73M 1.42% +18,220 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 39,296 $9.59M 0.26% -443 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 38,081 $9.3M 2.42% +18,783 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 37,696 $9.2M 1.38% +7,011 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 37,510 $9.16M 1.13% -95 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 37,016 $9.04M 1.46% -6,172 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 36,562 $8.92M 2.73% +1,336 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 36,378 $8.88M 1.68% -30,104 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 35,104 $8.57M 0.51% +8,656 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 34,977 $8.54M 7.57% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 34,677 $8.46M 0.07% +171 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 31,766 $7.75M 2.4% -2,114 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 31,624 $7.74M 2.39% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,098 $7.59M 0.02% +3,704 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30,844 $7.53M <0.01% +8,558 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 29,066 $7.09M 0.52% -10 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 28,892 $7.05M 0.14% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 28,278 $6.9M 0.09% +5,256 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,443 $6.7M 0.02% -1,394 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 26,310 $6.43M +1,787 Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 25,294 $6.36M 1.91% +16,864 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,026 $6.35M 0.16% +309 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,464 $5.99M 0.03% 0 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 24,496 $5.98M 0.24% -228 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 23,949 $5.85M 2.02% +23,072 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 23,714 $5.79M 1.91% +1,309 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 22,960 $5.62M 0.26% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 22,638 $5.53M 4.46% -1,354 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,280 $5.44M 0.52% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 21,670 $5.29M 0.01% +13,975 13F-HR Timeline Group Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 20,666 $5.04M 3.8% +244 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,361 $4.97M 0.02% -556 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 20,243 $4.94M 1.7% +973 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 19,666 $4.82M 2.08% -37,907 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 18,520 $4.52M 0.45% +36 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,266 $4.46M 0.06% -294 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,740 $4.33M 0.03% -1,637 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 17,108 $4.18M <0.01% +788 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,622 $4.17M 0.37% +3,220 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,560 $4.08M 2.5% -7,177 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,720 $4.08M <0.01% -135 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,238 $3.97M 0.17% -2,307 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,897 $3.88M <0.01% -1,303 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,612 $3.81M <0.01% +24 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,548 $3.8M 0.33% +4,146 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 15,121 $3.69M 0.25% -373 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,471 $3.53M 0.05% +1,448 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 14,311 $3.49M 0.31% +3,200 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 13,935 $3.41M 0.58% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,695 $3.34M 0.06% +1,099 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 13,563 $3.31M 0.93% -2 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 13,545 $3.31M 1.21% -170 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,247 $3.23M 0.06% -1,800 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,042 $3.18M <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,947 $3.16M <0.01% +3,505 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,944 $3.16M <0.01% -6 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 12,891 $3.15M 0.47% -180 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,854 $3.14M 0.02% -1,023 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 12,683 $3.1M +2,106 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,630 $3.08M <0.01% +4,460 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,579 $3.08M 0.27% -513 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,410 $3.03M 0.02% +51 13F-HR/A Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 12,240 $2.99M 0.04% 0 13F-HR Timeline Group HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 12,121 $2.96M 1.54% -294 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,000 $2.93M 0.02% +10,895 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,889 $2.9M 0.11% -2,986 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 11,844 $2.89M 1.04% -89 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,687 $2.85M 0.03% +73 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,596 $2.83M 0.03% -3,925 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 11,189 $2.78M 0.73% +250 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,000 $2.68M <0.01% +8,800 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,965 $2.68M 0.39% +10,850 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,713 $2.61M 0.01% +2,417 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 10,652 $2.61M 0.13% -840 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,336 $2.53M 0.03% +901 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 10,168 $2.48M 0.99% -16,556 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 10,105 $2.47M 2.69% +970 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,043 $2.45M <0.01% +79 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,968 $2.43M 0.15% +2 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,902 $2.42M 0.32% +1,312 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 9,889 $2.41M 1.2% -308 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 9,825 $2.4M 0.22% -11 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,799 $2.39M 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,752 $2.38M 0.09% +104 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,583 $2.34M 0.1% +4,470 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,400 $2.29M 0.17% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 9,353 $2.28M 0.22% +762 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,264 $2.26M 0.04% +711 13F-HR Timeline Group Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 9,037 $2.21M 0.76% -257 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,674 $2.12M 0.13% -606 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,423 $2.06M 0.06% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,184 $2M 0.26% +1,300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,122 $1.98M 0.04% -677 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,966 $1.95M 0.06% -15 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,829 $1.91M 0.02% +6,836 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 7,646 $1.87M -2 Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 7,462 $1.82M 0.96% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,304 $1.78M 0.01% +307 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,026 $1.71M 0.03% +383 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 6,999 $1.71M 0.65% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,989 $1.71M 0.06% +707 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,962 $1.7M 0.07% -28,402 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,725 $1.65M 0.37% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,652 $1.62M 0.07% 0 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 6,650 $1.62M 0.38% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,436 $1.57M 0.19% -371 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 6,411 $1.57M 0.35% +2,470 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6,390 $1.56M 0.73% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 6,381 $1.56M 1.05% -75 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,354 $1.55M 0.01% +1,344 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6,278 $1.53M 0.57% -178 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,107 $1.49M <0.01% +5,213 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,057 $1.48M 0.01% -187 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,000 $1.46M 0.34% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,962 $1.46M 0.39% -628 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,856 $1.43M 0.03% +447 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,787 $1.41M 0.12% +164 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,768 $1.41M 0.02% -477 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,700 $1.39M -163 Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,691 $1.39M 0.83% +621 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,679 $1.39M 0.04% -65 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,626 $1.37M 0.18% +3 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,427 $1.32M 0.04% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,348 $1.31M 0.08% -85 13F-HR Timeline