Creative Planning in group Creative Planning More: the full row for Creative Planning 56,313,973 $1.69B 0.99% +3,244,562 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,366,384 $912M 0.05% -608,344 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 11,114,566 $334M 0.01% +5,874,834 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,812,015 $324M 3.44% +1,684,848 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 9,608,002 $288M 0.06% +98,800 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,942,328 $238M 0.01% +932,701 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/ 7,380,657 $221M 0.01% -55,681 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,659,159 $200M 0.27% +663,851 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,936,132 $178M +601,105 Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,333,999 $160M 3.93% +149,154 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 4,175,145 $125M 1.25% +241,605 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,130,776 $124M 0.08% +3,117,290 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,586,297 $108M 0.02% +27,193 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,530,180 $106M <0.01% +269,832 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 3,503,919 $105M 3.76% +475,713 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,426,269 $103M 0.02% -73,733 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. 3,179,236 $95.4M 0.05% +1,025,229 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,091,748 $92.8M +272,709 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,559,277 $76.8M 4.86% +151,122 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,431,812 $73M 0.01% +333,596 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,236,019 $67.1M +47,792 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,059,358 $61.8M 0.06% +68,736 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,978,779 $59.4M 0.05% +44,778 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,764,606 $53M 4.81% +98,891 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,742,998 $52.3M 1.48% +264,822 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,592,744 $47.8M 0.06% +117,539 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,479,226 $44.4M 5.78% +70,508 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,466,270 $44M 0.01% -6,289 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,359,676 $40.8M 2.53% +90,598 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,321,897 $39.7M 0.18% +896,325 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,285,377 $38.6M 0.06% +968,069 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,282,848 $38.5M 0.23% +160,704 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,240,756 $37.2M 4.85% +45,537 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,227,718 $36.8M 8.86% +56,973 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 1,214,781 $36.5M 7.79% +991,082 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,214,246 $36.4M 4.29% +42,450 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,193,025 $35.8M 0.01% -626,120 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,180,398 $35.4M 4.3% +16,669 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,175,384 $35.3M -149,291 Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,065,439 $32M 0.41% +450,091 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 994,610 $29.8M 0.01% -11,336 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 991,735 $29.8M 0.05% -463 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 975,719 $29.3M 9.06% +26,540 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 940,715 $28.2M 6.31% +28,263 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 926,495 $27.8M 9.06% -9,634 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 867,445 $26M 1.43% -24,714 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 860,897 $25.8M 2.56% +6,524 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 848,721 $25.5M 0.62% +572,636 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 847,978 $25.4M 1.71% +19,590 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 823,528 $24.7M 0.25% +119,257 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 812,437 $24.4M 0.14% +75,552 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 802,312 $24M 5.65% +93,293 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 784,477 $23.5M 0.13% +124,615 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 779,131 $23.4M 0.16% +110,428 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 735,939 $22.1M 0.45% +37,875 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 721,787 $21.7M 2.05% -50,134 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 706,242 $21.2M 0.03% +38,241 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 674,637 $20.2M 0.03% +665,708 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 671,560 $20.2M 4.87% -5,403 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 661,777 $19.9M 7.62% +27,230 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 642,570 $19.3M 0.22% +94,885 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 632,890 $19M 3.27% +1,599 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 629,188 $18.9M 0.02% +110,072 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 600,691 $18M 0.03% +34,500 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 577,536 $17.3M 1.11% -1,376 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 518,720 $15.6M 0.09% +28,575 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 516,639 $15.5M +214,779 Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 508,464 $15.3M 10.63% +3,174 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 501,723 $15.1M 4.61% +18,988 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 500,353 $15M 1.88% -58,371 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 483,874 $14.5M 0.17% -147,704 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 476,603 $14.3M 0.53% +105,042 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 471,154 $14.1M 2.03% -60,730 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 467,289 $14M 0.17% -20,719 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 463,198 $13.9M 0.06% -17,872 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 460,972 $13.8M 0.06% +136,679 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 451,671 $13.6M 0.54% +758 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 441,147 $13.2M 0.21% +27,859 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 431,537 $12.9M 0.02% -21,349 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 431,011 $12.9M 1.04% +26,087 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 424,186 $12.7M 0.02% +7,457 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 417,039 $12.5M 0.01% +397,070 13F-HR Timeline Group Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 404,345 $12.1M 3.43% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 395,634 $11.9M 0.13% +11,659 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 392,202 $11.7M 2.45% -10,570 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 341,437 $10.2M 0.49% -11,855 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 338,691 $10.2M 3.61% +1,188 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 321,552 $9.65M 0.01% +8 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 321,320 $9.64M 0.94% -170,086 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 320,863 $9.63M 2.88% +7,625 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 317,381 $9.52M 2.22% +6,616 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 312,384 $9.38M 0.02% +21,648 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 312,201 $9.37M 0.59% -13,838 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 308,484 $9.26M 0.46% +29,986 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 307,502 $9.23M 0.1% +60,192 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 303,490 $9.11M 2.41% +6,485 13F-HR/A Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 302,989 $9.09M 4.59% -563 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 301,498 $9.05M 0.28% +18,018 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 301,316 $9.04M 0.48% +5,537 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 300,971 $9.03M 0.11% 0 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 300,726 $8.99M 1.89% -892 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 297,294 $8.92M 2.79% +3,952 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 300,295 $8.92M 3.79% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 294,500 $8.84M 0.01% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 290,045 $8.7M 1.27% +73,443 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 291,929 $8.63M 5.28% +112,435 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 287,059 $8.61M 7.06% +5,783 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 270,849 $8.13M 0.15% +27,500 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 269,152 $8.08M <0.01% -18,773 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 264,926 $7.95M 1.91% +49,355 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 259,239 $7.78M +4,372 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 259,108 $7.78M 0.02% +37,719 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 258,544 $7.76M 6.35% +3,180 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 254,698 $7.64M 0.14% +2,273 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 253,287 $7.6M 0.07% +1,313 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 247,349 $7.42M 0.21% +2,039 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 236,627 $7.1M 0.33% -18,660 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 226,281 $6.79M 0.12% +21,754 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 225,004 $6.75M 1.02% -37,278 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 223,680 $6.71M 0.3% +7,070 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 223,676 $6.71M 0.1% +34,730 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 223,222 $6.7M +164,841 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 222,108 $6.67M 0.22% +213,927 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 210,249 $6.31M <0.01% +182,515 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 209,484 $6.29M 0.21% +197,869 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 202,234 $6.07M 1.01% +426 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 197,591 $5.93M 2.45% +17,835 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 193,701 $5.81M 0.5% +3,611 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 186,339 $5.59M 0.31% +40,651 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 182,163 $5.47M 0.06% +27,135 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 178,824 $5.37M 0.02% +7,256 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 176,928 $5.31M 1.95% -6,872 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 173,587 $5.21M 2.39% +15,945 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 172,834 $5.19M 0.08% +25,407 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 167,151 $5.02M 2.74% -7,008 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 166,168 $4.99M 1.05% -1,919 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 166,116 $4.99M 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 165,400 $4.96M 0.4% -7,623 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 164,075 $4.92M 0.19% +500 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 163,847 $4.92M 0.12% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 163,775 $4.91M 3.19% -6,573,562 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 162,963 $4.89M 1.75% +6,812 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 158,062 $4.74M 0.32% +7,550 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 156,699 $4.7M 0.04% -19,394 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 147,670 $4.43M 2.02% -31,676 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 147,234 $4.42M 3.66% +7,642 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 146,779 $4.41M 0.01% -1,018 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 146,472 $4.4M <0.01% +41 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 139,061 $4.17M 0.06% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 137,563 $4.13M 0.1% -9,783 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 134,232 $4.03M -15,911 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 132,381 $3.97M <0.01% -1,467 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 130,628 $3.92M 1.45% +2,184 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 130,057 $3.9M 0.37% -12,316 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 126,390 $3.79M 0.02% +12,584 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 126,320 $3.79M 0.28% -2,744 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 124,675 $3.74M 0.69% +4 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 119,506 $3.59M 1.48% -648 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 117,540 $3.53M 0.09% +890 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 116,364 $3.49M 0.02% +34,382 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 116,262 $3.49M 0.02% -165,174 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 115,297 $3.46M 0.04% +1,190 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 114,575 $3.44M 2.02% -2,076 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 114,220 $3.43M <0.01% +17,378 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 114,137 $3.43M 1.03% -4,250 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 113,154 $3.4M 0.01% +33,667 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 112,769 $3.38M 0.09% +8,302 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 111,604 $3.35M 0.62% -588 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 111,586 $3.35M 1.2% +19,454 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 106,648 $3.2M 0.07% -15,038 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 106,180 $3.19M <0.01% +30,544 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 105,533 $3.17M 0.04% -2,899 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 105,206 $3.16M 0.78% +4,494 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 102,782 $3.08M 0.2% +5,701 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 102,413 $3.06M 0.44% +5,275 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 100,560 $3.02M 0.17% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 99,840 $3M 0.53% +10,622 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 96,378 $2.89M 0.2% +5,539 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 96,435 $2.88M 1.75% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 95,360 $2.86M 0.09% +3,100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 93,630 $2.8M 0.03% -12,428 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 92,690 $2.78M 0.14% +13,276 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 92,255 $2.77M <0.01% +3,629 13F-HR Timeline Group Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 91,955 $2.76M 2.25% +7,283 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 90,225 $2.71M 0.07% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 89,550 $2.69M 0.03% +18,552 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 89,322 $2.68M 1.56% +9,381 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 89,293 $2.68M 0.66% +10,661 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 88,939 $2.67M 2.04% -10,516 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 88,644 $2.65M 0.01% +16,185 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 87,005 $2.61M 0.11% -773 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 86,938 $2.61M +5,784 Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 86,430 $2.59M 1.02% +758 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 86,410 $2.59M 0.17% +4,883 13F-HR/A Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 85,294 $2.56M 0.4% +154 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 85,547 $2.56M 1.12% +885 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 84,468 $2.53M 0.23% -67 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 81,413 $2.44M 0.23% +872 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 76,929 $2.31M 0.08% -18,418 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 76,409 $2.29M 0.71% +3,960 13F-HR Timeline