PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 44,277,722 $2.27B 2.79% -1,650,019 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 10,604,500 $543M 6.02% new 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/ 8,248,399 $422M 0.03% +1,352,768 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,088,840 $312M 0.29% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,037,335 $258M 0.02% +676,470 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,849,195 $248M 0.07% +814,073 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 4,011,314 $206M 18.88% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,868,028 $198M 0.04% +3,563,618 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,127,790 $161M 0.08% +674,337 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,620,622 $134M 0.03% +299,862 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,083,226 $107M 0.02% +691,055 13F-HR/A Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,493,640 $76.4M 1.71% +9,065 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,415,123 $72.4M 0.02% +918,428 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,223,679 $62.6M 0.11% +377,375 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,210,899 $62M 5.95% -33,213 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,210,048 $61.9M 0.02% +291,610 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,203,448 $61.6M 0.04% +271,557 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,202,149 $61.5M 0.01% -135,204 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,061,709 $54.3M 0.08% +142,957 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,032,296 $53M <0.01% -122,434 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,009,495 $51.7M +256,010 Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 740,429 $37.9M 11.34% +59,790 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 538,311 $27.6M 0.07% +258,133 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 507,886 $26M 0.13% +29,601 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 457,211 $23.4M 6.87% +297,820 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 439,923 $22.5M 8.69% +40,487 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 426,225 $21.8M 0.03% -7,078 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 394,066 $20.2M 0.02% +8,888 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 385,949 $19.8M 0.03% +178,254 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 371,793 $19M 1.63% +48,293 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 348,677 $17.8M 0.1% +47,942 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 345,542 $17.7M 0.44% +29,266 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 327,947 $16.8M 2.99% +99,098 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 322,914 $16.5M 1.71% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 314,049 $16.1M 0.9% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 304,930 $15.6M 0.61% -140,015 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 304,061 $15.6M 0.81% +46,047 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 289,228 $14.8M 0.02% -55,166 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 275,873 $14.2M 1.11% -30,584 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 274,467 $14M 0.43% -15,350 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 245,061 $12.6M 0.03% -59,875 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 244,168 $12.5M 0.68% +48,250 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 227,375 $11.7M 1.36% +218,083 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 223,556 $11.4M 4.14% +69,969 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 221,793 $11.4M 0.37% +16,423 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 194,021 $9.93M 2.53% +630 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 176,076 $9.01M 0.95% +33,046 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 174,110 $8.91M 1.58% +132,866 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 172,255 $8.82M 0.05% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 169,943 $8.7M 5.32% +17,387 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 161,270 $8.25M 0.36% -6,619 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 159,067 $8.14M 0.01% +8,957 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 156,951 $8.03M 0.04% +24,924 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 147,735 $7.56M 0.83% -111 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 138,977 $7.11M 0.02% +48,287 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 137,407 $7.06M 3.91% +48,465 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 130,001 $6.65M 0.02% -20,198 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 127,430 $6.52M 2.52% -4,100 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 126,733 $6.49M +68,432 Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 119,872 $6.14M 1.19% -233,403 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 118,717 $6.08M 0.12% +7,085 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 117,946 $6.04M 0.01% +38,352 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 116,052 $5.94M 0.08% -49,875 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 110,259 $5.64M 6.43% +14,018 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 109,861 $5.62M 0.01% -1,819 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 109,797 $5.62M 2.09% +1,648 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 109,288 $5.59M 0.06% +103,068 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 106,414 $5.45M 0.01% +16,905 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 104,471 $5.35M 0.11% +41,174 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,673 $5.31M 0.01% new 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 103,050 $5.27M 0.6% +12,625 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 100,950 $5.17M 0.87% +25,855 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 90,119 $4.61M 0.91% +63,502 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 89,455 $4.59M 0.14% -7,058 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 88,500 $4.53M 1.21% +29,813 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 87,899 $4.52M 0.06% -7,670 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 84,531 $4.33M 0.15% +78,071 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 83,933 $4.3M 0.24% -3,326 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 82,027 $4.21M 0.25% +61,382 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 73,950 $3.78M <0.01% +350 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 73,546 $3.76M 0.03% +20,968 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 72,079 $3.69M <0.01% +9,944 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 70,525 $3.61M 0.38% +57,885 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 66,741 $3.42M <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 63,584 $3.25M 0.04% -1,608 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 62,877 $3.22M 0.01% +44,457 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 62,637 $3.21M 0.23% +9,295 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 60,996 $3.12M 0.94% -43,581 13F-HR/A Timeline Entelevest, LLC More: the full row for Entelevest, LLC 60,903 $3.12M 3.21% -2,404 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 59,765 $3.07M 2.23% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 58,484 $2.99M <0.01% +29,880 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 57,826 $2.96M 0.03% +15,105 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 54,780 $2.8M 0.05% -470 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 53,950 $2.76M 0.03% +1,700 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 48,987 $2.51M 0.48% +6,334 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 48,315 $2.47M 0.13% +8,475 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 46,870 $2.4M 0.01% +44,697 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 43,840 $2.24M 0.04% +10,091 13F-HR Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 41,077 $2.1M 1.61% -24,568 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 40,906 $2.09M 0.02% -22,411 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,666 $2.08M 0.02% +10,150 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 40,408 $2.07M 0.01% -16,948 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 39,097 $2M 0.69% -776 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 37,984 $1.94M 0.3% +16,461 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 37,941 $1.94M 1.36% +3,367 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 35,071 $1.79M <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 34,544 $1.77M 0.08% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 33,532 $1.72M 0.08% +1,814 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 30,473 $1.56M 0.21% -6,211 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 30,269 $1.55M 0.15% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 29,739 $1.52M 0.09% +210 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 29,141 $1.49M 1.19% -1,896 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 27,779 $1.42M 0.14% +6,475 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 26,602 $1.36M 0.14% +12,414 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,266 $1.34M 0.01% -2,151 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 26,078 $1.33M 0.3% +5 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 25,376 $1.3M 0.01% -3,921 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 24,252 $1.24M 0.87% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 23,704 $1.21M 0.27% -3,225 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 22,485 $1.15M 0.03% +9,750 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 22,458 $1.15M 0.6% -2,673 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 22,358 $1.14M 0.04% +830 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22,225 $1.14M 0.01% +1,051 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 21,595 $1.11M 0.4% +1,893 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 21,235 $1.09M 0.17% +2,097 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 20,538 $1.05M 0.39% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 20,501 $1.05M 0.24% -37 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 19,460 $996K 0.02% new 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 19,399 $993K 0.14% -1,801 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,106 $978K 0.02% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 18,768 $961K 0.11% -23 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,450 $944K 0.01% -150 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,134 $928K 0.1% +1,029 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,001 $921K 0.01% -1,285 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,370 $889K 0.02% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 16,871 $863K 0.02% +4,771 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,538 $846K 0.46% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 16,512 $845K 0.16% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,460 $842K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,000 $819K 0.01% +1,761 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 15,876 $813K 0.34% +1,980 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,725 $805K 0.49% +84 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,281 $782K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,077 $772K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,565 $745K 0.01% +1,115 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,441 $739K 0.24% +3,592 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,942 $662K 0.02% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 12,751 $653K 0.19% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,667 $648K 0.05% +8,707 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,345 $632K 0.04% +970 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 12,015 $615K 0.34% +2,033 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,732 $600K 0.12% -117 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 11,615 $594K 0.12% +1,077 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10,641 $545K 0.29% +359 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 10,625 $544K 0.12% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,594 $542K 0.08% +1,280 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,534 $539K 0.07% new 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 10,494 $538K 0.28% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,234 $524K 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,173 $521K 0.01% +1,965 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 10,123 $518K 0.46% -9,729 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,955 $509K 0.21% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,534 $488K 0.02% +5,547 13F-HR/A Timeline Everest Private Wealth More: the full row for Everest Private Wealth 9,487 $486K 0.25% -10,957 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,150 $468K 0.19% -13,475 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,015 $462K <0.01% +3,532 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 8,733 $447K 0.2% +6,217 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,653 $443K 0.03% -178 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,550 $438K 0.06% +493 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,170 $418K 0.05% -449 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,678 $393K <0.01% new 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,562 $387K 0.27% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,232 $370K 0.08% +137 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,210 $369K 0.02% -436 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,179 $367K 0.03% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,128 $365K 0.13% +1,075 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 7,033 $360K 0.1% +48 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,819 $349K 0.08% -592 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,633 $341K 0.12% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 6,653 $341K 0.12% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,640 $340K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,585 $337K <0.01% +254 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,139 $314K 0.01% -1,442 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,093 $312K 0.02% +253 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,052 $310K <0.01% -95 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,789 $296K 0.05% +5,660 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,648 $289K <0.01% new 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,459 $279K 0.04% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,445 $279K 0.28% -3,500 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,363 $276K 0.11% -19,646 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,101 $261K 0.02% -6,501 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,926 $252K 0.08% new 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,798 $246K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,717 $241K 0.03% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,682 $240K 0.11% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,627 $237K 0.02% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,505 $231K 0.09% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,463 $228K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,284 $219K <0.01% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,100 $210K 0.05% 0 13F-HR Timeline