Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 50,469 $12.5M 0.21% +3,037 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 48,762 $12.1M 0.76% +2,759 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 47,722 $11.8M 4.87% +8,103 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 47,182 $11.7M 3.23% -7,995 13F-HR/A Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 47,139 $11.6M 4.22% +2,787 13F-HR/A Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 46,794 $11.6M 1.88% +19,056 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 46,703 $11.5M 6.97% -1,975 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 46,353 $11.5M 0.36% +6,090 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 45,941 $11.4M 6.56% +1,279 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 45,726 $11.3M 0.66% -33,067 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 44,948 $11.1M 0.52% +9,178 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 44,475 $11M 0.6% +260 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 44,017 $10.9M 0.13% +1,706 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 43,269 $10.7M 0.01% +3,286 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 43,133 $10.7M 0.29% +198 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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COLE ADVISORS, INC. 31,705 $7.84M 0.15% +1,779 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 31,670 $7.83M 0.08% +3,202 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 31,669 $7.83M 1.52% -1,054 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 31,113 $7.69M 0.93% +7 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 30,485 $7.57M 6.54% -903 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 30,480 $7.53M 0.66% +9,153 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 30,462 $7.53M 2.58% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 29,874 $7.51M 0.17% +1,994 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 30,221 $7.47M 4.38% -784 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for CALTON & ASSOCIATES, INC. 26,741 $6.61M 0.99% +8,692 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 26,661 $6.59M 1.16% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 26,436 $6.53M 1.9% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 26,356 $6.51M 2.45% +1,081 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 25,418 $6.28M 0.33% -609 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,410 $6.28M 0.09% +1,553 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 25,178 $6.22M 3.94% +444 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 25,005 $6.18M 1.64% +1,540 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 24,952 $6.17M 4.51% +2,747 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 24,902 $6.15M 1.66% -1,407 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 24,735 $6.11M 3.63% -821 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 24,698 $6.1M 0.44% -5,640 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 24,395 $6.03M 4.42% +507 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 24,255 $5.99M <0.01% -1,401 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,217 $5.98M 0.48% +188 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 24,134 $5.96M 0.64% +24 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,871 $5.9M 0.14% +14,814 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 23,244 $5.74M 4.45% +537 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,173 $5.73M 0.26% +2,173 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 23,072 $5.7M 0.81% +5,309 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 22,813 $5.64M 3.47% +2,523 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 21,599 $5.59M 2.46% -14,535 13F-HR/A Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 22,452 $5.55M 3.79% +72 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 22,136 $5.47M 2.45% +2,251 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,015 $5.44M 0.14% +5,258 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,891 $5.41M 0.21% +385 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 21,496 $5.31M 0.05% +103 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 21,444 $5.3M 1.35% +29 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 21,329 $5.27M 2.62% -8,294 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 21,311 $5.27M 0.48% -98,307 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 21,264 $5.25M 2.55% +979 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 21,179 $5.23M 0.14% +4,987 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 21,177 $5.23M 1.03% -18,568 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,992 $5.19M 0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20,823 $5.15M 0.14% +12,747 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 20,770 $5.13M 2.31% +943 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,714 $5.12M 0.22% -704 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 20,570 $5.08M 3.52% +812 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 20,557 $5.08M +19,028 Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 20,537 $5.08M 1.95% +2,153 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 20,432 $5.05M 0.52% +669 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20,254 $5.01M 1% +1,227 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 20,224 $5M 0.38% +1,919 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 20,000 $4.94M 3.57% -18 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 19,702 $4.87M 0.53% +674 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 20,596 $4.84M 0.12% 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 19,476 $4.81M 0.3% -22,227 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 19,401 $4.79M 0.65% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,974 $4.73M 0.99% +594 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 19,149 $4.73M 0.52% +1,485 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 19,004 $4.7M 3.53% +12,116 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,731 $4.63M 0.01% +1,232 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,726 $4.63M 0.18% -54 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,616 $4.6M 0.13% +1,661 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 18,459 $4.56M 0.36% +4,608 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,249 $4.51M 0.23% -1,285 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 18,175 $4.49M 0.14% +82 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,099 $4.47M 0.28% -17 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 18,079 $4.47M 2.81% +2,649 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 17,699 $4.46M 1.57% +4,148 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 17,883 $4.42M 0.66% +2,930 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 17,812 $4.4M 0.71% +2,982 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 17,356 $4.29M 2.95% 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 17,219 $4.26M 1.44% -461 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 16,318 $4.23M 0.39% +5,158 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 17,038 $4.21M 0.67% -133 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,832 $4.16M 0.08% +1,758 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 16,772 $4.14M 0.46% +957 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 16,714 $4.13M 0.74% -446 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,685 $4.12M 0.01% +15,416 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 16,431 $4.06M 0.99% -18,724 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 16,126 $4.06M 0.63% -1,672 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 16,205 $4M 0.08% +969 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 16,119 $3.98M 0.42% +32 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,965 $3.95M 0.09% +2,489 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 15,949 $3.94M 0.78% +351 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,862 $3.92M 0.1% -348 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,847 $3.92M 0.1% +559 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 15,594 $3.85M 0.69% +7,086 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,583 $3.85M <0.01% +10,425 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,455 $3.82M 0.04% +19 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 15,322 $3.79M 2.83% +3,660 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,201 $3.76M 0.09% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 15,000 $3.69M 0.08% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,700 $3.63M 0.01% -15,900 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,096 $3.62M 0.29% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,646 $3.62M 0.4% +4,545 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 14,458 $3.57M 2.93% -830 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,457 $3.57M 0.17% +5,825 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,404 $3.56M 0.22% +808 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,390 $3.56M 0.46% +983 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 14,324 $3.54M 1.38% -658 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 14,285 $3.53M 1.13% +335 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 14,237 $3.52M 1.4% -578 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 14,010 $3.46M 1.28% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 14,000 $3.46M <0.01% -16,400 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,981 $3.45M 0.01% +442 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,884 $3.43M 0.08% +27 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,859 $3.42M 0.54% -116 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,833 $3.42M 0.21% +2,686 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. 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More: the full row for Sulzberger Capital Advisors, Inc. 13,434 $3.32M 3.7% +850 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 13,201 $3.26M 1.08% +955 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,121 $3.24M 0.05% +102 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 12,971 $3.21M 2.91% 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 12,932 $3.2M 5.64% +376 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,825 $3.17M 0.37% +3,324 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 12,664 $3.13M 0.13% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,604 $3.11M 0.1% -924 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 12,588 $3.11M 0.03% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 12,533 $3.1M 0.71% +2,048 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,482 $3.08M 0.08% +146 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,469 $3.08M 0.01% -6 13F-HR Timeline Group BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 12,403 $3.07M 1.5% +100 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,331 $3.05M 0.01% +1,666 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 12,275 $3.03M 1.11% +36 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,267 $3.03M <0.01% new 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 12,231 $3.02M 0.02% +2,543 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,023 $2.97M 0.34% +286 13F-HR Timeline