MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,791,235 $798M 0.05% +42,110 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,334,358 $173M 0.01% -163,058 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,268,748 $93.8M 0.02% -26,267 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 809,687 $59.9M 0.01% -396,889 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 758,600 $56.1M +97,806 Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 673,199 $49.8M 5.08% -110,299 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 628,198 $46.4M -86,247 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 513,075 $37.9M 0.02% +52,131 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 475,400 $35.2M 0.03% +327,900 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 467,445 $34.6M 0.01% +185,322 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 418,179 $30.9M 9.37% +6,364 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 412,560 $30.5M 0.83% -1,837 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 408,136 $30.2M 0.01% -276,803 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 397,998 $29.7M <0.01% +42,672 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 401,116 $29.7M +170,389 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 391,653 $29M 0.01% +42,074 13F-HR/A Timeline Group Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 374,622 $27.7M 6.29% +5,603 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 372,616 $27.6M 1.18% +4,185 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 331,189 $24.5M +95,303 Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 330,585 $24.4M 9.97% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 309,224 $22.9M 4.09% +12,569 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 283,941 $21M 0.02% +33,310 13F-HR Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 224,919 $16.6M 4.83% +12,145 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 196,740 $14.5M 0.02% +44,807 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 191,831 $14.2M 0.02% +6,943 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 191,118 $14.1M 0.02% +19,952 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 189,897 $14M 0.02% -3,662 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 189,050 $14M 0.01% -15,992 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 183,296 $13.6M 0.08% -3,179 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 176,033 $13M 2.14% -116,254 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 159,884 $11.8M 0.02% +80,562 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 159,113 $11.8M 0.02% +37,556 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 155,878 $11.5M 0.25% +952 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 136,569 $10.1M 2.18% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 132,856 $9.82M 0.16% +8,117 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 129,288 $9.56M 5.64% -185,423 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 128,010 $9.47M 0.04% +28,484 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 121,771 $9M 0.15% +6,964 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 117,483 $8.69M 0.02% +10,176 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 120,491 $8.52M 0.51% +13,478 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 113,589 $8.4M 0.19% +3,747 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 111,246 $8.08M 0.08% +110,505 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 105,832 $7.83M 4.16% -21,894 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 124,578 $7.54M 0.05% +27,943 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 93,123 $6.89M 0.02% +15,853 13F-HR/A Timeline Seascape Capital Management More: the full row for Seascape Capital Management 89,921 $6.65M 1.91% -202 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 88,333 $6.53M 0.84% +30,056 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 85,268 $6.3M 0.27% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 84,519 $6.25M 0.61% -5,331 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 82,969 $6.13M 0.05% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 82,746 $6.12M +55,582 Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 99,252 $6.01M 2.7% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 78,793 $5.83M 1.34% +36 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 76,986 $5.69M 0.01% 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 74,997 $5.55M <0.01% +54,662 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 74,190 $5.49M 2.75% -6,567 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 73,598 $5.44M 3.55% -7,932 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 76,197 $5.42M 1.17% -280 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 71,070 $5.25M 0.01% -4,259 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 68,328 $5.05M 0.37% +800 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 71,282 $5.01M 1.32% +37,936 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 66,247 $4.9M 0.01% new 13F-HR Timeline Group Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 61,655 $4.56M 1.14% -4,712 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 59,885 $4.43M 0.18% -3,763 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 57,770 $4.27M 0.01% -2,400 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 56,686 $4.19M 0.22% -1,395 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 54,316 $4.02M 0.43% +2,584 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 53,661 $3.97M 1.23% +342 13F-HR Timeline Essex LLC More: the full row for Essex LLC 52,725 $3.9M 0.69% -933 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 52,001 $3.84M 0.22% new 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 51,160 $3.78M 0.64% -15,217 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 59,260 $3.62M 0.01% +6,704 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 47,147 $3.49M 0.11% +568 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 45,918 $3.46M <0.01% +3,918 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,727 $3.46M 0.01% +14,735 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 45,890 $3.39M 0.26% +22,292 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 45,784 $3.39M 0.99% -1,606 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 45,553 $3.37M 0.53% -13,027 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 44,737 $3.31M 0.21% -717 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 44,464 $3.29M 0.91% +37,016 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 44,212 $3.27M 0.36% +3,364 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 41,117 $3.04M 0.22% +2,194 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 40,311 $2.98M 0.13% -329 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 40,025 $2.96M 0.02% -246 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 39,800 $2.94M 0.17% +32,374 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 39,791 $2.94M 0.49% +36,244 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 39,745 $2.94M 1.35% +6,288 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 39,433 $2.92M <0.01% +21,316 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 39,159 $2.9M +12,833 Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 38,946 $2.88M 0.06% +1,998 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 38,531 $2.85M 0.04% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,219 $2.83M 0.01% +24,508 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 37,314 $2.76M 0.34% +1,103 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 37,032 $2.74M 0.29% -3,254 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 36,848 $2.72M 1.2% +1,717 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 35,732 $2.68M 0.74% -9,168 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,188 $2.58M 0.01% -4,287 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 34,347 $2.54M 0.07% +3,818 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33,882 $2.5M 0.28% -91 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 33,863 $2.5M 0.32% -302 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 32,666 $2.42M 0.29% +3,573 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 32,192 $2.38M 0.11% -352 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 32,066 $2.37M 1.41% +791 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 31,797 $2.35M 0.01% +16,681 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 31,400 $2.32M 0.2% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 30,600 $2.26M 1.15% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 30,150 $2.23M 0.03% +1,557 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 30,147 $2.23M 0.88% +800 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,387 $2.17M <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 29,166 $2.16M -143,354 Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 29,030 $2.15M 0.44% -1,688 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 28,964 $2.14M 0.5% +3,179 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 28,160 $2.08M 0.64% -187 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 27,113 $2M 0.11% -1,607 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,002 $1.85M 0.01% +9,590 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 24,214 $1.79M 0.36% +3,307 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 23,527 $1.74M 0.13% -177 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 23,368 $1.73M 0.15% -1,000 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 23,177 $1.72M 0.33% -999 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 22,934 $1.7M 0.74% -13,777 13F-HR/A Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 22,487 $1.66M 0.9% -4,439 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 22,027 $1.63M 0.59% +5,108 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21,120 $1.56M 0.13% -592 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,981 $1.55M 0.04% +2,930 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,308 $1.5M <0.01% +1,507 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 19,797 $1.46M 0.16% -9 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 19,497 $1.44M 0.51% +964 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 18,671 $1.38M 0.07% +777 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 18,203 $1.35M 0.3% +732 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,755 $1.32M 0.04% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 17,623 $1.3M 0.3% +6,716 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,439 $1.29M 0.06% +114 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,237 $1.27M <0.01% -796 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 15,914 $1.18M 0.4% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,836 $1.17M <0.01% -1,703 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,500 $1.14M 0.01% +769 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,464 $1.07M <0.01% -75,475 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 14,066 $1.04M 0.23% +782 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13,963 $1.03M 0.67% +2,775 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,347 $987K 0.02% -1,097 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 13,159 $973K 0.49% -7,117 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 12,986 $960K 0.53% -1,713 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 12,763 $944K 0.17% +1,164 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,602 $932K 0.12% -80 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 12,592 $931K 0.49% -144 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,398 $917K <0.01% +1,887 13F-HR Timeline Group DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 12,286 $908K 0.05% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 12,888 $905K 0.1% +230 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 11,775 $871K 0.1% +410 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,603 $858K 0.01% +8,297 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,200 $828K <0.01% -1,140 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,116 $822K <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,033 $816K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,816 $800K 0.02% +5,653 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,683 $789K 0.12% +49 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,632 $786K 0.01% +487 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 10,495 $776K 0.02% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,318 $763K 0.06% +1,111 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,066 $744K 0.05% -228 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,012 $740K 0.51% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9,914 $740K 0.01% -2,231 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,002 $740K <0.01% +2 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,980 $738K 0.01% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,946 $735K 0.1% +1,797 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 9,711 $718K 0.04% -309 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,605 $710K <0.01% +1,580 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,600 $710K 0.12% +1,550 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,538 $705K 0.01% -3,555 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,507 $703K 0.01% +6,036 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,441 $698K 0.19% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 11,312 $685K 0.49% -6,275 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,119 $674K <0.01% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,082 $672K 0.16% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 8,898 $658K 0.07% +296 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 8,800 $651K 0.71% -5,169 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,635 $638K 0.08% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 8,500 $628K 0.07% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,486 $627K 0.02% +1,071 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,370 $619K 0.21% -1,743 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,315 $615K 0.01% -225 13F-HR Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,297 $613K 0.49% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,219 $608K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,849 $580K 0.01% +2,559 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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