Creative Planning in group Creative Planning More: the full row for Creative Planning 48,756,348 $1.48B 1.13% +3,401,784 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,397,084 $254M 3.29% +373,230 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,907,209 $240M 0.07% +384,250 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,694,368 $233M 0.01% +175,340 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/ 4,923,010 $149M 0.01% +5,793 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,854,353 $147M +696,570 Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 4,375,565 $133M 3.03% +2,181,050 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,374,214 $132M 0.21% +574,963 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,235,356 $128M 3.57% +389,790 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,894,650 $118M 0.02% +3,357,711 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,277,242 $99.3M <0.01% -214,834 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,888,561 $87.5M 5.36% +691,231 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,407,842 $72.9M 0.01% +13,185 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,176,246 $65.9M 0.01% +382,714 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,154,296 $65.3M 0.02% +106,951 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,132,703 $64.6M 5.16% +89,156 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,072,017 $62.8M 0.08% -391,283 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,067,175 $62.6M 0.01% +293,050 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,025,943 $61.4M +94,683 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,975,232 $59.8M 0.04% +103,323 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,689,257 $51.2M 0.07% -39,199 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,623,392 $49.2M 0.06% +655,306 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,615,193 $48.9M 5.04% +50,270 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,529,925 $46.3M 0.06% +185,806 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,310,457 $39.7M 0.1% -23,904 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,289,399 $39.1M 1.93% +584,356 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,264,431 $38.3M 5.64% +67,476 13F-HR/A Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,156,873 $35M 2.82% +87,709 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,155,275 $35M 3.64% +70,262 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,107,756 $33.6M 2.76% +37,207 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,105,148 $33.5M 0.01% -231,439 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,083,462 $32.8M 4.71% +23,436 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,070,072 $32.4M 2.42% +19,977 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. 1,041,914 $31.6M 5.07% +895 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,029,121 $31.2M 10.85% +12,168 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 993,528 $30.1M 0.01% +461,971 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 971,798 $29.4M 11.45% -356,837 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 940,810 $28.5M 0.48% -2,492 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 940,822 $28.5M 0.05% -60,000 13F-HR Timeline Group McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 895,438 $27.1M 17.41% +14,435 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 821,996 $24.9M 0.49% +116,711 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 816,255 $24.7M 6.52% +44,232 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 803,793 $24.3M 0.18% +704,139 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 799,016 $24.2M 3.04% +9,107 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 731,634 $22.2M 1.41% +87,122 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 736,580 $22.1M 0.29% +11,455 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 719,406 $21.8M 0.07% +2,155 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 705,304 $21.4M 0.21% -262,062 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 681,706 $20.6M 4.99% +18,050 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 679,979 $20.6M 4.01% -20,185 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 661,842 $20M 0.51% +24,390 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 640,765 $19.4M 4.26% +29,781 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 603,221 $18.2M 0.03% +4,286 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 600,894 $18.2M 5.51% +124,152 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 596,546 $18.1M 1.34% -151,663 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 575,126 $17.4M 0.03% +30,855 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 556,678 $16.9M 1.24% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 544,819 $16.5M 0.19% +123,621 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 514,153 $15.6M 7.43% +26,818 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 504,406 $15.3M 0.19% -31,197 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 497,285 $15.1M 0.06% -61,283 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 482,451 $14.6M 0.02% -10,721 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 479,199 $14.5M 0.42% +41,620 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 470,987 $14.3M 11.25% +6,136 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 466,205 $14.1M 0.22% +23,321 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 456,959 $13.8M 0.62% +3,189 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 456,357 $13.8M 4.98% -13,172 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 454,284 $13.8M 2.28% +17,812 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 450,568 $13.6M 1.6% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 446,824 $13.5M 0.2% +19,789 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 439,940 $13.3M 0.32% +50,822 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 430,294 $13M 0.07% -12,901 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 425,212 $12.9M 4.52% +28,085 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 421,118 $12.8M 0.15% +364,220 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 417,311 $12.6M 0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 405,146 $12.3M 0.25% +7,758 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 401,874 $12.2M 5.21% -4,367 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 401,093 $12.1M 2.95% +10,122 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 382,937 $11.6M 1.1% +8,048 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 375,212 $11.4M 0.06% -115,717 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 345,532 $10.5M 3.43% +38,225 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 339,476 $10.3M 0.08% +44,977 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 323,206 $9.79M 0.66% +620 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 312,894 $9.48M <0.01% -17,134 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 311,700 $9.44M <0.01% -31,798,159 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 310,664 $9.41M 0.01% -115,456 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 303,569 $9.2M 0.47% +2,100 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 302,492 $9.16M 2.82% -122,030 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 300,310 $9.1M 0.03% -17,980 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 296,981 $9M 2.49% +12,823 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 274,118 $8.3M 0.02% -11,334 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 270,911 $8.21M 0.39% +24,390 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 263,178 $7.97M 1.38% +39,254 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 261,854 $7.93M 0.28% +203,872 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 251,218 $7.61M 0.12% new 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 247,515 $7.49M 3.8% +41,388 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 238,552 $7.23M 2.29% -6,929 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 235,821 $7.14M 0.44% +14,582 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 232,588 $7.05M 0.4% +5,719 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 230,831 $6.99M 0.04% +33,967 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 228,061 $6.91M 0.08% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 227,299 $6.88M 1.02% -109,864 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 217,768 $6.6M 0.88% +206,361 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 216,768 $6.57M 0.13% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 216,768 $6.57M 0.46% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 209,712 $6.35M 0.35% +12,755 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 204,606 $6.2M 0.02% -14,342 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 204,584 $6.2M 0.07% 0 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 202,058 $6.12M 1.13% +2,389 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 191,495 $5.8M 0.12% -21,304 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 190,748 $5.78M -7,231 Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 186,044 $5.64M 0.48% -1,453 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 184,796 $5.6M 2.17% -13,032 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 184,047 $5.57M 0.04% -6,644 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 182,212 $5.52M 0.91% +37,550 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 181,480 $5.5M 0.12% +5,678 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 180,713 $5.47M 0.07% -8,809 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 179,751 $5.44M 0.12% +38,860 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 178,236 $5.4M 0.13% -39,511 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 170,879 $5.18M 0.27% +4,535 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 169,327 $5.13M 3.88% -10,163 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 166,116 $5.03M 0.02% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 164,985 $5M 0.21% +11,235 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 164,394 $4.98M 0.14% -15,684 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 161,986 $4.91M 1.58% -1,049 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 161,195 $4.88M 0.08% +16,808 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 161,119 $4.88M 1.1% -39,025 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 160,455 $4.86M 2.35% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 159,905 $4.84M 0.56% -3,075 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 157,106 $4.74M 1.64% +4,160 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 153,327 $4.64M 0.26% +42,571 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 152,690 $4.62M 0.01% -46,824 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 147,597 $4.47M 2.73% +23,300 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 147,328 $4.46M 1.74% +10,821 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 143,368 $4.34M 2.57% +5,928 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 141,150 $4.28M 0.01% +191 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 140,867 $4.27M 0.06% +2,223 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 137,685 $4.17M 0.26% -2,625 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 135,937 $4.12M 0.02% +2,632 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 135,738 $4.11M 1.64% +2,021 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 135,724 $4.11M 0.03% +9,267 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 134,247 $4.07M 0.12% new 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 130,322 $3.95M 0.32% -3,104 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 128,243 $3.88M 1.55% +545 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 122,449 $3.71M 0.05% -8,733 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 119,717 $3.63M 1.74% -251 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 118,886 $3.6M 1.03% -13,208 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 118,419 $3.59M 2.46% -226 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 117,270 $3.55M 0.77% -958 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 117,004 $3.54M 0.02% -213,643 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 115,502 $3.5M 0.11% -3,923 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 113,573 $3.44M <0.01% +16,087 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 109,350 $3.31M 0.13% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 108,940 $3.3M 1.95% +13,150 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 108,703 $3.29M 1.15% +1,826 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 108,381 $3.27M 0.04% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 107,783 $3.26M 0.6% +4,912 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 100,707 $3.05M 0.01% +87,738 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 99,804 $3.02M <0.01% +99,691 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 99,527 $3.01M 0.05% -33,612 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 99,159 $3M 0.08% -4,971 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 98,782 $2.99M 0.85% +13,149 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 98,502 $2.99M 0.38% -9,959 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 98,231 $2.98M 0.04% -127 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 96,938 $2.94M 1.96% -3,714 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 96,927 $2.94M 0.04% +15,717 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 91,980 $2.79M <0.01% -2,647 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 89,982 $2.73M 0.07% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 89,222 $2.7M 0.45% +3,028 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 88,932 $2.69M <0.01% -252,384 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 88,785 $2.69M 0.31% +16,978 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 88,539 $2.68M 0.1% -76,459 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 87,130 $2.64M 0.01% -1,444 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 85,687 $2.6M 0.8% +1,003 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 85,328 $2.58M 1.2% +1,287 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 84,316 $2.55M 0.01% -3,828 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 81,153 $2.46M 0.29% +2,982 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 81,017 $2.45M 1.9% -3,167 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 80,405 $2.44M 0.02% -57,316 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 79,791 $2.42M 0.3% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 79,414 $2.41M <0.01% +7,261 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 79,329 $2.4M 0.45% -320 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 78,943 $2.39M 0.15% +6,576 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 78,608 $2.38M 0.52% -1,067 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 78,371 $2.37M 0.53% -24,800 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 75,827 $2.3M 0.05% +2,823 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 75,644 $2.29M 0.09% +1,493 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 74,998 $2.27M 1.33% new 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 73,728 $2.23M 0.66% -1,038 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 73,862 $2.23M +23,058 Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 73,089 $2.21M 1.29% +47,540 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 71,702 $2.17M 0.15% -2,867 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 71,209 $2.16M 0.7% -53,725 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 70,928 $2.15M 0.06% +1,612 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 69,515 $2.11M 0.24% +686 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 69,422 $2.1M 0.03% +5,573 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 68,220 $2.07M 1.6% -619 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 68,157 $2.06M 0.1% -32,350 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 68,146 $2.06M 0.29% +957 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 68,014 $2.06M <0.01% 0 13F-HR Timeline Group