MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,331,059 $62.2M <0.01% -70,518 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,048,051 $49M 0.01% +29,199 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,001,135 $46.8M 0.01% -26,137 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 903,982 $42.3M <0.01% -20,621 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 702,903 $32.9M 4.91% -262 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 680,084 $31.8M 5.84% -6,590 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 592,223 $27.7M 0.03% -37,325 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 564,096 $26.4M 3.04% -22,574 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 483,142 $22.6M -69,391 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 429,460 $20.1M 0.01% -38,858 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 344,383 $16.1M 0.01% -2,057 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 337,816 $15.8M <0.01% +10,262 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 352,690 $15.7M <0.01% +25,754 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 330,112 $15.4M 0.02% -56,920 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 278,865 $13M 0.22% +23,389 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 257,306 $12M 0.03% -3,482 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 256,806 $12M 0.02% -19,287 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 215,494 $10.1M <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 209,714 $9.8M 0.05% +138,834 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 205,947 $9.63M 0.99% -12,859 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 172,554 $8.07M <0.01% +45,193 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 162,757 $7.61M 0.09% -1,300 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 145,430 $6.8M 0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 143,731 $6.72M 0.01% +222 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 143,060 $6.69M 2.46% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 139,928 $6.54M 1.3% -2,820 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 137,145 $6.41M 0.02% +39 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 122,915 $5.75M 0.6% +7,908 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 118,904 $5.56M 0.03% +23,300 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 115,585 $5.4M 0.48% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 107,477 $5.16M 0.01% -14,213 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 108,945 $5.09M 0.01% 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 101,986 $4.77M 1.05% -2,563 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 99,141 $4.63M 0.02% +7,737 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 87,311 $4.08M <0.01% -1,001 13F-HR/A Timeline Group Guardian Capital, LLC More: the full row for Guardian Capital, LLC 84,433 $3.95M 3.78% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 84,209 $3.94M <0.01% -5,518 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 78,027 $3.65M <0.01% -93,321 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 77,365 $3.62M 0.82% -515 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 65,653 $3.54M 0.08% -20 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 75,435 $3.53M 0.04% -830 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 70,000 $3.27M <0.01% -105,950 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 65,034 $3.04M 0.15% +18,711 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 62,282 $2.91M 0.23% +57,840 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 60,473 $2.83M 0.45% -6,482 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 60,318 $2.82M 0.94% -1,107 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 58,899 $2.75M <0.01% +13,772 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 55,225 $2.58M 1.48% +2,032 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 53,406 $2.5M <0.01% -32,697 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 52,939 $2.47M <0.01% +6,312 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 52,202 $2.44M 0.57% -20,925 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 50,704 $2.37M 0.19% -117 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 49,848 $2.33M 0.09% +27,472 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 45,468 $2.13M <0.01% +1,733 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 43,218 $2.02M 0.01% -469 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,076 $2.01M 0.01% +16 13F-HR/A Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 42,102 $1.97M 0.24% -454 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41,969 $1.96M 0.09% -267 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 41,791 $1.95M 0.03% -667 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 40,786 $1.91M 0.42% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 38,895 $1.82M 0.05% -501 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 38,376 $1.79M 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 38,135 $1.78M 0.08% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 32,831 $1.77M 0.12% +3,332 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 37,136 $1.74M 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 36,857 $1.72M <0.01% -3,869 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 36,522 $1.71M 0.06% +3,426 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 35,678 $1.67M 0.51% -3,577 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,255 $1.65M <0.01% +4,909 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 33,285 $1.56M 0.17% new 13F-HR Timeline Group Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 33,230 $1.55M 0.93% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 32,673 $1.53M <0.01% -738 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,799 $1.49M 0.02% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 30,985 $1.45M 0.19% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 30,200 $1.41M 0.08% -1,243 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 30,185 $1.41M 0.53% -1,170 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 28,558 $1.33M 0.07% -274 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 27,984 $1.31M 0.13% +545 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 27,732 $1.3M 0.15% -355 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 22,000 $1.27M 0.08% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,545 $1.19M <0.01% -3,971 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,449 $1.19M 0.02% +19,509 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,844 $1.16M 0.07% +10,302 13F-HR Timeline American Trust More: the full row for American Trust 23,902 $1.12M 0.1% +565 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 23,608 $1.1M 0.21% -92 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,519 $1.1M <0.01% -4,004 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 23,216 $1.09M 0.28% +5 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 $1.08M <0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,666 $1.06M 0.05% -326 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 22,438 $1.05M 0.09% +1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,806 $972K 0.01% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 20,800 $972K 0.24% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,049 $962K <0.01% +3,135 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,328 $950K 0.01% +338 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,200 $944K <0.01% +9,621 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,168 $943K <0.01% +6,622 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 20,169 $943K 0.01% -20 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,071 $938K 0.04% 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. 19,823 $927K 0.02% +11,363 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 19,763 $924K 0.21% -934 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,448 $909K 0.03% -1,047 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 19,076 $892K <0.01% new 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 18,435 $862K 0.09% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 16,694 $855K 0.1% -96 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 18,234 $852K 0.02% +2 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,534 $820K <0.01% +94 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,411 $814K 0.11% 0 13F-HR Timeline Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 15,875 $813K 2.39% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 17,289 $808K 0.15% -477 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,263 $807K <0.01% -673 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,256 $807K 0.01% 0 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,164 $802K 0.4% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,855 $788K 0.01% +4,061 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 16,571 $775K 0.11% +470 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,561 $773K <0.01% -874 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,500 $771K 0.03% +1 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,455 $769K 0.02% -12,615 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,308 $762K 0.03% +9,037 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,980 $747K 0.01% +675 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,667 $732K 0.02% -524 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 15,526 $726K 0.35% +6 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,264 $713K <0.01% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 14,868 $695K 0.21% +3 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,927 $683K +1,231 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,861 $648K <0.01% +3,263 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,606 $636K 0.04% -1,000 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,205 $617K 0.06% +5 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,189 $616K <0.01% +3,582 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,045 $610K 0.11% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,963 $606K 0.02% -31,264 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,898 $603K 0.01% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,863 $601K <0.01% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 12,810 $599K 0.06% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,379 $579K 0.01% -104 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 12,378 $579K 0.43% -1,439 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,205 $570K 0.07% +5 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,205 $570K 0.04% +5 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,156 $568K <0.01% +4,826 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,146 $568K 0.01% -292 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) 11,983 $560K 0.01% new 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 11,720 $548K 0.06% -965 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,628 $543K <0.01% -488 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,621 $543K 0.02% -2,554 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,182 $523K <0.01% 0 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,966 $512K <0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,619 $496K 0.07% -13 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,423 $487K <0.01% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,008 $468K 0.03% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 10,000 $467K 0.19% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,975 $466K 0.1% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 9,758 $456K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,750 $456K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,231 $431K <0.01% -5,148 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 $425K 0.28% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 9,043 $423K 0.28% +50 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,792 $411K <0.01% new 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,787 $411K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,571 $401K 0.01% -123 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,280 $387K <0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,197 $383K 0.01% new 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,178 $382K <0.01% -208 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,145 $381K 0.05% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,048 $376K 0.04% +2,073 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 7,965 $372K 0.15% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,740 $362K 0.05% -42 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,540 $352K 0.08% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,523 $352K 0.02% -61 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,499 $351K <0.01% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,494 $350K 0.01% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,460 $349K 0.03% -972 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 7,405 $346K 0.31% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,361 $344K <0.01% +684 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,189 $344K 0.01% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,331 $343K 0.11% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 7,306 $341K 0.04% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,285 $340K 0.12% -81 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,152 $334K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,778 $317K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,744 $315K <0.01% +1,662 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,719 $314K 0.08% -114 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,690 $313K 0.12% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,621 $309K <0.01% 0 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,605 $309K 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 Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,170 $288K 0.01% -1,740 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,170 $288K 0.01% -125 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 Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,861 $280K <0.01% +3,086 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,607 $262K 0.07% 0 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 Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,520 $258K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,461 $255K 0.01% +106 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,429 $254K 0.03% +2 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,397 $252K 0.01% -1,665 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,358 $250K 0.03% +2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,311 $248K 0.01% +353 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,179 $242K <0.01% new 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,095 $238K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,090 $238K 0.01% 0 13F-HR Timeline