MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,401,577 $65.4M <0.01% -98,614 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,027,272 $47.9M 0.01% -124,243 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,018,852 $47.6M 0.01% -123,818 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 924,603 $43.2M <0.01% -13,897 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 703,165 $32.8M 4.85% -12,061 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 686,674 $32.1M 6.2% -8,700 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 629,548 $29.4M 0.03% -10,404 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 586,670 $27.4M 3.41% -3,030 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 552,533 $25.8M +113,807 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 468,318 $21.9M 0.01% -194,496 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 387,032 $18.1M 0.03% -82,136 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 346,440 $16.2M 0.01% -3,356 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 327,554 $15.3M <0.01% -19,281 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 326,936 $15.3M <0.01% +38,527 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 276,093 $12.9M 0.02% -85,361 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 260,788 $12.2M 0.03% -1,363 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 255,476 $11.9M 0.24% +14,465 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 228,478 $10.7M 0.01% 0 13F-HR/A Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 218,806 $10.2M 1.06% -12,959 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 175,950 $8.21M 0.01% +1,000 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 171,348 $8M 0.01% -394 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 164,057 $7.66M 0.1% -8,802 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 143,509 $6.7M 0.01% -3,921 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 142,748 $6.66M 1.32% -2,461 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 137,106 $6.4M 0.02% -19,403 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 127,361 $5.94M <0.01% +98,840 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 121,690 $5.94M 0.01% -9,438 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 115,007 $5.37M 0.71% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 107,695 $5.03M 0.01% 0 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 104,549 $4.88M 1.1% -4,040 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 95,604 $4.46M 0.02% +91 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 91,404 $4.27M 0.02% +36,044 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 89,727 $4.19M <0.01% +1,644 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 88,312 $4.12M <0.01% -2,670 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 86,103 $4.04M 0.01% +27,244 13F-HR/A Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 77,880 $3.64M 0.81% -1,384 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 76,265 $3.56M 0.04% -2,354 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 73,127 $3.41M 0.89% -25,023 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 70,880 $3.31M 0.02% -174,227 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 65,673 $3.22M 0.08% -59 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 66,955 $3.13M 0.52% +1,519 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 65,702 $3.07M 0.68% -1,585 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 61,425 $2.87M 0.95% -1,178 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 53,193 $2.48M 1.64% +755 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 50,821 $2.37M 0.19% -40 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,627 $2.18M <0.01% +21,798 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 46,323 $2.16M 0.1% -20,074 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 45,127 $2.11M <0.01% +5,547 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 43,735 $2.04M <0.01% +7,645 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 43,687 $2.04M 0.01% +3,516 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,060 $2.01M 0.01% -8,373 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 42,556 $1.99M 0.25% -3,573 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 42,458 $1.98M 0.03% -166 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 40,786 $1.97M 0.44% -1,116 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 42,236 $1.97M 0.09% -1,918 13F-HR Timeline American Trust More: the full row for American Trust 23,337 $1.93M 0.16% -920 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,726 $1.9M <0.01% +5,968 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 39,396 $1.84M 0.05% +2,230 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 39,255 $1.83M 0.56% -147 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 37,136 $1.73M 0.03% +61 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 34,650 $1.62M 0.02% +670 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 33,411 $1.56M <0.01% -16,589 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 33,096 $1.54M 0.05% -309 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 31,443 $1.47M 0.09% -32 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 31,355 $1.46M 0.61% +7,209 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 30,985 $1.45M 0.18% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 30,346 $1.42M <0.01% -3,811 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 29,516 $1.38M <0.01% new 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 29,499 $1.38M 0.1% +690 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 29,070 $1.36M 0.03% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 28,832 $1.35M 0.08% -224 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 28,087 $1.31M 0.16% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,523 $1.28M <0.01% +2,535 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 27,439 $1.28M 0.13% -125 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,525 $1.24M <0.01% +2,373 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 23,211 $1.11M 0.28% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 23,700 $1.11M 0.26% +6 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 22,000 $1.08M 0.07% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,002 $1.07M <0.01% -975 13F-HR/A Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,992 $1.07M 0.06% -1,747 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 22,437 $1.05M 0.1% new 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,376 $1.04M 0.04% -31,855 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,806 $971K 0.01% -22 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 20,800 $971K 0.26% +10,400 13F-HR/A Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 20,697 $966K 0.24% -90 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,495 $957K 0.03% -830 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20,189 $942K 0.01% +467 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,071 $937K 0.04% -7,840 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,990 $933K 0.01% +472 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 18,435 $860K 0.09% 0 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 18,232 $851K 0.02% -1,654 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,936 $837K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,914 $836K <0.01% -155 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 17,766 $829K 0.15% -75 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,440 $814K <0.01% -500 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,435 $814K 0.01% +1,028 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,411 $813K 0.1% -22 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 16,790 $813K 0.1% -274 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,256 $805K 0.01% 0 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,164 $801K 0.42% -1,136 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,499 $770K 0.04% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 16,287 $760K <0.01% -18,473 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,191 $756K 0.02% -282 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 16,101 $752K 0.1% -858 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 15,520 $724K 0.34% +2 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,305 $714K 0.01% +935 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,264 $712K <0.01% +4,331 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 14,865 $694K 0.21% +1 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,606 $682K 0.04% +4,870 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,542 $679K 0.04% -80 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,379 $671K <0.01% -919 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,175 $662K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,546 $646K <0.01% +242 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,817 $645K 0.46% -614 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,200 $616K 0.06% +2 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,045 $609K 0.12% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,015 $608K 0.01% -8,939 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,898 $602K 0.01% -143 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,863 $600K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,794 $597K 0.01% -372 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 12,685 $592K 0.06% -1,485 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,483 $583K 0.01% -1,151 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 12,457 $581K 0.03% -9,961 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,438 $581K 0.01% +577 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,696 $572K 0.02% +452 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,200 $569K 0.07% +1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,200 $569K 0.05% +1 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,116 $566K <0.01% +4,584 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. 11,182 $522K <0.01% new 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,632 $496K 0.07% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,598 $495K <0.01% -415 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,579 $494K <0.01% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,432 $487K 0.02% -490 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,423 $486K <0.01% -168 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,008 $467K 0.03% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 10,000 $467K 0.17% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,975 $466K 0.1% -21 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,783 $457K <0.01% -1,880 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,750 $455K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 44,227 $453K 0.01% -2,156 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,607 $448K <0.01% +242 13F-HR/A Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 9,280 $433K 0.04% -100 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,119 $426K 0.01% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 9,089 $424K 0.28% +835 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 8,993 $420K 0.28% +1 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,787 $410K 0.03% -2,751 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,694 $406K 0.01% +159 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,145 $398K 0.05% 0 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. 8,460 $395K 0.01% 0 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 8,432 $394K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,386 $391K <0.01% -955 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,280 $386K <0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,910 $369K 0.01% -1,090 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,782 $363K 0.05% +5 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,584 $354K 0.02% -20 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,366 $352K 0.13% -145 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,540 $352K 0.08% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,499 $350K <0.01% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,494 $350K 0.01% +2,107 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 7,405 $346K 0.31% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,331 $342K 0.11% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,330 $342K <0.01% new 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 7,306 $341K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,271 $339K 0.04% +42 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,189 $336K 0.01% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,152 $334K 0.03% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,690 $332K 0.12% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,062 $330K 0.02% +325 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,833 $319K 0.08% -520 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,778 $316K <0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,677 $312K <0.01% 0 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,621 $309K <0.01% -284 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,605 $308K 0.01% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,575 $307K 0.15% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,295 $294K 0.01% -315 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,063 $283K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,975 $279K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,940 $277K 0.01% -200 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,695 $266K <0.01% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,607 $262K 0.07% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,570 $260K <0.01% -172 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,565 $260K 0.07% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,427 $253K 0.03% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,356 $250K 0.03% -4,999 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,355 $250K 0.01% -40 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. 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