Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 33,806 $3.4M 0.02% -224 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 33,795 $3.4M 0.01% -4,947 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,692 $3.39M 0.19% +8,625 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33,688 $3.39M 1.34% -465 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 33,600 $3.38M new Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 33,552 $3.37M 0.01% +2,203 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 33,276 $3.35M 0.71% +848 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 32,436 $3.26M 1.1% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 32,149 $3.23M 1.95% -9,412 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 32,124 $3.23M 1.35% -2,302 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 31,992 $3.22M 2.56% +744 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 31,371 $3.15M 2.12% -2,881 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 31,154 $3.13M 0.03% -4,138 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 30,598 $3.08M 1.71% -1,175 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 30,264 $3.04M 1.88% +5,628 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 30,169 $3.03M 0.01% +4,768 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 30,097 $3.03M 1.29% -11,932 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 29,992 $3.02M 1.55% +18,549 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 29,983 $3.01M 0.02% +1,802 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 29,834 $3M 0.03% -3,677 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 29,813 $3M 0.16% -18,952 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 29,724 $2.99M 0.03% +13,370 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 29,572 $2.97M 0.63% -3,450 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 29,142 $2.93M 0.57% -9,550 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 28,869 $2.9M 1.29% -11,725 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 28,446 $2.86M 0.36% +784 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 28,250 $2.84M 0.03% +126 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,201 $2.84M 0.02% -9,325 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 28,090 $2.82M 1.38% +3,317 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 28,047 $2.82M 0.21% +3,249 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27,399 $2.75M 0.12% -592 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,188 $2.73M 0.07% -1,271 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 27,172 $2.73M 1.31% +1,170 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 26,663 $2.68M 0.03% -500 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 26,648 $2.68M 0.37% +3,158 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 26,151 $2.63M 0.74% +2,152 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 25,975 $2.61M 0.51% +2,284 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,892 $2.6M 0.05% +2,705 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,453 $2.56M 0.05% +13,185 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 25,424 $2.56M <0.01% +6,888 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 25,164 $2.53M 0.02% -2,787 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,924 $2.51M <0.01% -66,910 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 24,915 $2.5M 0.43% -4,709 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 24,700 $2.48M 0.77% +1,289 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 24,589 $2.47M 0.84% -592 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,521 $2.47M 0.1% -58,923 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 24,560 $2.46M 0.51% +44 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 24,443 $2.46M 0.47% -5,733 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 24,302 $2.44M 2% +511 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,869 $2.4M 0.17% +10 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 23,856 $2.4M 0.87% -1,903 13F-HR/A Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 22,851 $2.3M 1.6% +9,923 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,517 $2.26M 0.05% -2,532 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 22,360 $2.25M 0.7% -931 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 22,350 $2.25M 0.26% -720 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 22,320 $2.24M 0.26% -7,693 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 21,996 $2.21M 0.35% +2,993 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 21,956 $2.21M 0.87% +833 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 21,693 $2.18M 1.9% +4,903 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 21,563 $2.17M 0.99% +12,037 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 21,401 $2.15M 1.22% +1,088 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,293 $2.14M 1.81% -109 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 20,686 $2.08M 0.13% +2,076 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,506 $2.06M 0.05% +6,688 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,500 $2.06M 0.11% -7 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 20,201 $2.03M 1.56% -305 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 20,183 $2.03M 0.14% -3,012 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 20,072 $2.02M 0.7% +6,017 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 20,035 $2.01M 2.16% -19 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 20,033 $2.01M 0.12% +693 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 20,007 $2.01M 1.88% -3,840 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 19,459 $1.96M 0.14% +6,248 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 19,001 $1.91M 0.04% +550 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 18,650 $1.87M 0.38% +3,182 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 18,442 $1.85M 0.28% +837 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18,412 $1.85M 0.04% -3,015 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 18,164 $1.83M 0.12% -3,127 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 18,109 $1.82M 2.11% -1,988 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 18,091 $1.82M 0.36% -178 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 17,884 $1.8M 0.72% -144 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,779 $1.79M 0.05% -500 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,677 $1.78M 0.22% +16,700 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,608 $1.77M 0.14% -780 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,592 $1.77M 0.14% +5,749 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 17,285 $1.74M 0.07% -175 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 17,177 $1.73M 1.65% -394 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,913 $1.7M <0.01% -539 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16,859 $1.69M 0.35% +173 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 16,800 $1.69M 0.07% -2,203 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,759 $1.68M 0.16% +11,026 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 16,255 $1.63M 0.37% +3,755 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 16,122 $1.62M 0.83% -261 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,382 $1.55M 0.01% -4,095 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,239 $1.53M 0.02% +6,415 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15,140 $1.52M 0.18% new 13F-HR/A Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 15,110 $1.52M 0.19% -1,980 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 14,759 $1.48M 0.1% +1,026 13F-HR/A Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 14,751 $1.48M 0.62% -10 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,387 $1.45M 0.01% -26,719 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,319 $1.44M 0.04% -1,123 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,297 $1.44M 0.07% -179,025 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 14,218 $1.43M 0.47% -80 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,177 $1.43M 0.2% -212 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14,120 $1.42M 0.9% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 14,076 $1.42M 0.15% -4,303 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 13,930 $1.4M 0.25% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 13,909 $1.4M <0.01% -18,611 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 13,887 $1.4M 0.19% -100 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 13,805 $1.39M 1.38% +618 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 13,700 $1.38M 0.32% -4,700 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,698 $1.38M 0.07% -697 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,684 $1.38M 0.06% +2,346 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,354 $1.34M 0.13% +4,713 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,319 $1.34M 0.02% +3,402 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,169 $1.32M 0.02% -8,819 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 13,115 $1.32M 0.47% -132 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,078 $1.31M <0.01% 0 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 13,065 $1.31M 0.39% +5 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,985 $1.31M 0.07% -1,185 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,981 $1.31M 0.08% -1,514 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,957 $1.3M 0.01% -680 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,889 $1.3M 0.32% +5,899 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 12,869 $1.29M 0.34% -613 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,848 $1.29M 0.36% -149 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,842 $1.29M 0.14% +120 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 12,829 $1.29M 1.14% -117 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,728 $1.28M 0.02% -47,970 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 12,653 $1.27M 0.36% -6,195 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,631 $1.27M 0.02% +456 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,366 $1.24M 0.04% +994 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,327 $1.24M 0.14% +2,943 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,242 $1.23M 0.02% +1,696 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,116 $1.22M 0.04% -17,434 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 12,037 $1.21M 0.12% +2,494 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 11,979 $1.2M 0.15% -480 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 11,835 $1.19M 0.2% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,782 $1.19M 0.2% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 11,731 $1.18M 0.96% +2,060 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,289 $1.13M 0.59% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,233 $1.13M 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,227 $1.13M 0.04% +1,582 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 11,182 $1.12M 0.26% -3,369 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,968 $1.1M 0.04% +4,994 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,937 $1.1M <0.01% -592 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,896 $1.1M 0.03% +734 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,873 $1.09M 0.1% +959 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,848 $1.09M 0.04% -977 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,843 $1.09M 0.14% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 10,828 $1.09M 0.39% +148 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10,806 $1.09M 0.12% +500 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,751 $1.08M <0.01% -2,496 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,678 $1.07M 0.01% +620 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 10,633 $1.07M 0.12% -85 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10,513 $1.06M 0.15% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 10,513 $1.06M 1.05% +3,090 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 10,434 $1.05M 0.49% -1,509 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,398 $1.05M 0.73% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,274 $1.03M <0.01% -7,895 13F-HR Timeline Group Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 10,264 $1.03M 0.5% -680 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10,198 $1.03M 0.05% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 10,144 $1.02M 0.15% +1,336 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,973 $1M 0.07% -3,985 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 9,870 $992K 0.37% -69 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 9,850 $990K 0.8% +1,901 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,753 $981K 0.07% -1,576 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,541 $959K 0.25% -149 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,497 $955K 0.35% +18 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,462 $951K 0.02% -4,001 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,463 $951K 0.35% +3,190 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,337 $939K 0.72% -700 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,336 $939K 0.12% -460 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,267 $932K 0.01% +1,152 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 9,074 $912K <0.01% +6,032 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 9,064 $910K 0.04% -515 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,911 $896K 0.01% -2,361 13F-HR/A Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,388 $843K 0.05% -150 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,362 $841K <0.01% -485 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,333 $838K 0.41% -58 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 8,291 $834K 0.37% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,210 $825K 0.07% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8,194 $824K 0.46% -433 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,176 $822K 0.42% -35,832 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,175 $822K 0.03% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,161 $820K 0.03% -208 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,008 $805K <0.01% -3,029 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,991 $803K <0.01% -856 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,845 $789K 0.3% -108 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,771 $781K <0.01% +3,939 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 7,761 $780K 0.26% +11 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,744 $779K 0.08% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,742 $778K 0.02% -1,247 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,737 $778K 0.57% -2,982 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,624 $766K 0.01% +91 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,525 $757K 0.13% -741 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,514 $755K 0.11% -2,645 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 7,406 $745K 0.75% -261 13F-HR Timeline Valmark Advisers, Inc. 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