ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,564,995 $70.3M 0.02% -70,093 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,387,922 $62.4M 0.74% -20,660 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 717,628 $32.3M 6.37% -6,093 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 712,819 $32M 0.05% -85,521 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 575,120 $25.8M 0.03% +273,245 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 305,570 $13.7M 0.02% -18,810 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 256,136 $11.5M 0.01% -14,360 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 209,851 $9.43M <0.01% +13,305 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 203,250 $9.13M <0.01% +3,946 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 181,872 $8.17M 0.03% +5,673 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 139,156 $6.25M 0.01% -793 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 138,754 $6.24M 0.07% -8,378 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 126,014 $5.66M 0.2% -1,279 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 116,241 $5.22M 0.01% -7,473 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 114,926 $5.16M 0.52% +57,364 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 104,897 $4.71M 0.01% +162 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 104,093 $4.68M 0.75% -336 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 90,152 $4.05M 2.64% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 89,411 $4.02M 0.99% -125 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 88,960 $4M 0.54% 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 87,730 $3.94M 3.58% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 83,672 $3.76M 0.37% -57 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 82,011 $3.69M 0.02% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 80,619 $3.62M 1.73% +140 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 80,034 $3.6M 0.48% -47,864 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 77,062 $3.46M <0.01% -34,037 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 75,629 $3.42M 0.11% -5,187 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 68,244 $3.07M 0.02% -7,738 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 67,502 $3.03M 0.02% -3,176 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 65,268 $2.93M 0.72% -347 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 64,399 $2.89M 0.03% -7,717 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 61,873 $2.78M 0.05% -1,024 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 60,553 $2.72M <0.01% +34,169 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 57,701 $2.59M 1.11% -1,119 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 57,618 $2.59M 0.79% -4,569 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 55,922 $2.51M 0.03% -310 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,355 $2.4M 0.01% -1,988 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 52,821 $2.37M 0.01% -2,226 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 52,392 $2.35M 0.31% -6,676 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50,382 $2.26M 0.08% -780 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 49,196 $2.21M 0.63% -58 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 48,872 $2.2M 0.01% +3,648 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 46,719 $2.1M 0.33% -3,205 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 45,025 $2.02M 0.33% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,674 $1.92M 0.04% -892 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 41,836 $1.88M 1.79% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 37,396 $1.68M 0.13% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 36,822 $1.65M 0.24% -2,641 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,895 $1.61M <0.01% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 35,815 $1.61M 0.07% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,931 $1.58M <0.01% -1,687 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,968 $1.57M 0.01% new 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 34,161 $1.54M 0.32% -564 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 33,791 $1.52M 0.69% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 33,101 $1.5M 0.32% -180 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 33,235 $1.49M 0.02% -1,148 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 33,025 $1.48M 0.09% -11,440 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,351 $1.41M 0.03% -6 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 30,835 $1.39M 0.11% -26,510 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 30,564 $1.37M 0.36% -88 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 30,285 $1.36M 0.94% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 29,908 $1.34M 0.16% -3,008 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 28,802 $1.29M 0.09% -1,254 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 28,343 $1.27M 0.56% +155 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 28,048 $1.26M 0.15% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,033 $1.26M <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 27,317 $1.23M 0.15% -2,965 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 26,269 $1.18M 0.01% -4,538 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 25,205 $1.13M 0.36% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 24,475 $1.1M 0.46% 13F-HR Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 24,445 $1.1M 0.55% -26,068 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,494 $1.01M 0.01% -98 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 22,239 $999K 0.25% 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 22,036 $990K 0.62% 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 22,009 $989K 0.62% 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 21,912 $985K 0.69% +52 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,877 $848K 0.03% -224 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 18,474 $830K 0.27% -22 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 18,348 $825K 0.11% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,813 $801K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,782 $799K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,665 $794K 0.03% +3,944 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,277 $776K 0.01% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 17,152 $771K 0.21% -23 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,989 $764K 0.01% -2,461 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,557 $744K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,409 $737K 0.01% +426 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,351 $735K 0.01% -4,203 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,209 $729K 0.05% -447 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,897 $714K 0.01% +4,752 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 15,665 $704K 0.24% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 15,414 $693K 0.03% -1 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,225 $684K 0.1% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,051 $676K <0.01% -505 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,392 $647K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 13,638 $613K 0.55% -539 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 12,715 $571K 0.16% -17 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 12,313 $553K 0.24% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,132 $549K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,200 $548K 0.04% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,167 $547K <0.01% -14,343 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,137 $545K 0.01% -140 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 12,000 $539K 0.27% -25,910 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 11,600 $521K 0.08% 0 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 10,970 $493K 0.18% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,935 $491K 0.01% -1,970 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,919 $491K 0.05% -566 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,745 $483K 0.03% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,718 $482K 0.16% -65 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 10,184 $458K 0.02% -14,041 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,785 $440K <0.01% -99 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,442 $424K 0.01% -6,026 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,414 $423K 0.01% -1,000 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,411 $423K 0.02% -75 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 9,330 $419K 0.15% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,256 $416K 0.02% -4,424 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,187 $413K 0.01% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,847 $398K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,799 $395K 0.1% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,508 $382K 0.04% -566 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,287 $372K 0.08% 0 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 8,245 $371K 0.36% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,172 $367K 0.01% -1,242 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,962 $358K 0.07% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,904 $355K 0.05% 0 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 7,884 $354K 0.2% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,808 $351K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,685 $345K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,502 $337K 0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,434 $334K 0.02% 0 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 7,389 $333K 0.19% -597 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,360 $331K 0.1% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,268 $327K 0.03% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,960 $313K 0.03% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,959 $313K <0.01% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,946 $312K 0.01% -23 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,893 $310K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,752 $303K <0.01% +852 13F-HR/A Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,750 $303K 0.16% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,690 $301K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,685 $300K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,460 $290K <0.01% -2,860 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 6,370 $286K 0.19% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,360 $286K 0.03% new 13F-HR/A Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 5,563 $277K 0.27% 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,140 $276K 0.15% -30 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 6,102 $274K 0.1% -1,111 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,961 $268K <0.01% 0 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,924 $266K 0.01% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 5,819 $262K 0.12% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,730 $258K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,546 $249K 0.01% -7,208 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,495 $247K 0.01% -12 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,474 $246K <0.01% -999 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,367 $241K 0.05% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,325 $239K 0.06% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,199 $234K <0.01% -5 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,132 $231K 0.01% 0 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 4,979 $225K 0.12% -3,491 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,996 $225K <0.01% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,887 $220K 0.06% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 4,665 $210K 0.06% -696 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,635 $208K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,518 $203K 0.21% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,500 $202K 0.08% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,461 $200K 0.01% new 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 4,453 $200K 0.01% -247 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,288 $193K <0.01% -813 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,230 $190K 0.11% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,000 $135K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,850 $128K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,770 $124K 0.06% -2,770 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,759 $124K 0.06% -20,841 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,402 $108K 0.03% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,990 $89.4K 0.02% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,826 $82K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,608 $72.3K 0.03% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,572 $70.6K 0.04% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,542 $69.3K <0.01% -401 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,500 $67.4K 0.03% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,329 $59.7K 0.03% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,250 $56.2K 0.03% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,212 $54K <0.01% 0 13F-HR/A Timeline Group CNB Bank More: the full row for CNB Bank 899 $40.4K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $36K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 689 $31K <0.01% -23,512 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 655 $29.4K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 543 $24.4K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 500 $22.5K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 445 $20K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 385 $17.3K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 319 $14.3K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 313 $14.1K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 290 $13K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 192 $8.63K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 71 $3.19K <0.01% -4,573 13F-HR/A Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 51 $2.29K <0.01% 0 13F-HR Timeline