Creative Planning in group Creative Planning More: the full row for Creative Planning 50,904,613 $1.54B 1.1% +2,148,265 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,425,480 $285M 0.08% +1,518,271 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,737,196 $264M 3.25% +340,112 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,712,343 $263M 0.02% +1,017,975 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,624,850 $170M +770,497 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,176,270 $156M 0.24% +802,056 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/ 4,863,099 $147M 0.01% -59,911 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,365,866 $132M 3.59% +130,510 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,879,251 $117M 0.02% -15,399 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,733,540 $113M 1.54% -642,025 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,677,610 $111M 0.02% +1,269,768 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,399,608 $103M <0.01% +122,366 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,997,561 $90.5M 5% +109,000 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,501,095 $75.5M +433,920 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,240,542 $67.7M 5.05% +107,839 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,200,226 $66.4M 0.02% +45,930 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. 2,181,566 $65.9M 0.04% +206,334 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,095,337 $63.3M +69,394 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,069,264 $62.5M 0.01% -106,982 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,796,150 $54.2M 0.06% +172,758 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,786,100 $53.9M 0.06% +96,843 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,650,811 $49.9M 5.05% +35,618 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,541,393 $46.6M 0.07% +11,468 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,450,662 $43.8M 1.55% +161,263 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,355,085 $40.9M 5.9% +90,654 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,324,108 $40M 0.1% +13,651 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,216,359 $36.7M 2.52% +146,287 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,187,043 $35.8M 2.77% +30,170 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,135,263 $34.3M 3.79% -20,012 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,128,112 $34.1M 4.71% +44,650 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. 1,126,296 $34M 4.57% +84,382 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,098,274 $33.2M 10.71% +69,153 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,045,218 $31.6M 0.01% +51,690 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,040,150 $31.4M 0.01% -64,998 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 1,020,108 $30.8M 10.75% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 976,410 $29.5M 0.21% +172,617 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 950,467 $28.7M 10.4% -21,331 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 938,292 $28.3M 0.46% -2,518 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 868,819 $26.2M 0.16% +751,815 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 852,175 $25.7M 6.6% +35,920 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 834,847 $25.2M 0.05% -105,975 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 815,858 $24.6M 0.45% -6,138 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 801,642 $24.2M 2.91% +2,626 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 757,882 $22.9M 1.39% +26,248 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 747,595 $22.6M 0.29% +11,015 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 733,901 $22.2M 0.18% +28,597 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 705,974 $21.3M 0.06% -13,432 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 687,887 $20.8M 4.84% +6,181 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 675,184 $20.4M 5.67% +74,290 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 667,814 $20.2M 0.49% +5,972 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 665,617 $20.1M 4.24% +24,852 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 659,475 $19.9M 0.03% +56,254 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 638,633 $19.3M 0.22% +93,814 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 638,181 $19.3M 3.72% -41,798 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 605,633 $18.3M 0.03% +30,507 13F-HR/A Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 568,878 $17.2M 1.23% +12,200 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 549,960 $16.6M 7.56% +35,807 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 538,923 $16.3M 1.19% -57,623 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 505,908 $15.3M 2.92% +488,979 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 490,407 $14.8M 0.21% +43,583 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 485,436 $14.7M 0.11% 13F-HR/A Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 479,805 $14.5M 10.81% +8,818 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 479,615 $14.5M 0.02% -2,836 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 479,439 $14.5M 0.21% +13,234 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 475,691 $14.4M 2.34% +21,407 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 465,275 $14.1M 5.05% +8,918 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 459,438 $13.9M 0.61% +2,479 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 452,966 $13.7M 1.75% +225,667 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 451,499 $13.6M 0.09% +112,023 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 450,568 $13.6M 1.47% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 443,186 $13.4M 4.43% +17,974 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 438,476 $13.2M 0.17% -65,930 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 429,735 $13M 0.07% -559 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 418,306 $12.6M 0.24% +13,160 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 405,520 $12.3M 2.75% +4,427 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 375,619 $11.3M 1.03% -7,318 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 367,857 $11.1M 3.53% +22,325 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 354,000 $10.7M <0.01% +42,300 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 340,760 $10.3M 0.65% +17,554 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 337,752 $10.2M 0.05% -37,460 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 326,295 $9.85M 0.01% +15,631 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 301,143 $9.09M 2.44% +4,162 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 300,739 $9.08M <0.01% -12,155 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 296,110 $8.94M 0.02% -4,200 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 293,997 $8.88M 2.04% 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 293,054 $8.85M 0.45% -10,515 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 283,814 $8.57M 2.9% -18,678 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 279,071 $8.43M 8.01% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 271,588 $8.2M 2.73% 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 269,639 $8.14M 0.3% -1,272 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 267,624 $8.09M 0.01% +219,422 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 264,605 $7.99M 0.04% +33,774 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 263,003 $7.94M 1.36% -175 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 259,640 $7.85M 3.75% +12,125 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 253,572 $7.66M +179,710 Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 249,887 $7.55M 0.42% +17,299 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 251,969 $7.49M 4.88% 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 247,395 $7.47M 0.42% +11,574 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 245,974 $7.43M 0.36% +29,206 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 245,943 $7.43M 0.1% +29,175 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 245,805 $7.42M 0.11% -5,413 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 244,681 $7.39M 0.08% +40,097 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 238,369 $7.2M 2.15% -183 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 237,270 $7.17M 0.02% +32,664 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 235,880 $7.12M 0.23% -243,319 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 232,500 $7.02M 0.35% +22,788 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 231,631 $7M 6.11% 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 228,061 $6.89M 0.08% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 227,271 $6.86M 0.02% -46,847 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 217,843 $6.58M 0.84% +75 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 215,813 $6.52M 0.08% +35,100 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 203,488 $6.15M 1.12% +1,430 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 201,883 $6.1M 0.13% +22,132 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 199,232 $6.02M 0.33% +45,905 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 196,151 $5.92M 0.92% +13,939 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 195,019 $5.89M 3.32% +121,930 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 194,237 $5.87M 0.59% +105,452 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 192,976 $5.83M +2,228 Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 192,116 $5.8M 0.1% +621 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 191,187 $5.77M 0.5% +5,143 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 186,605 $5.64M 0.1% +5,125 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 186,064 $5.62M 0.01% +72,491 13F-HR Timeline Group Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 184,823 $5.58M 2.1% +27 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 183,700 $5.55M 0.33% +12,821 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 176,596 $5.32M 0.03% -7,451 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 171,234 $5.17M 0.13% -7,002 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 167,700 $5.06M 3.57% -1,627 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 166,116 $5.02M 0.02% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 164,916 $4.98M 1.53% +2,930 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 164,543 $4.97M 0.08% +3,348 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 164,308 $4.96M 2.37% new 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 163,284 $4.93M 2.33% +2,829 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 162,225 $4.9M 0.2% -2,760 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 161,576 $4.88M 1.31% +4,470 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 154,065 $4.65M 0.12% -10,329 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 153,535 $4.64M 0.52% -6,370 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 151,271 $4.57M 0.34% +143,977 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 151,068 $4.57M 1.1% -10,051 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 150,013 $4.53M 1.76% +2,685 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 149,796 $4.52M 1.75% +14,058 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 145,459 $4.39M 2.46% +2,091 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 143,960 $4.35M 0.02% +8,023 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 141,542 $4.27M 2.8% +90,870 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 141,184 $4.26M 0.01% +34 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 140,432 $4.24M 0.49% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 140,415 $4.24M 0.06% -452 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 140,065 $4.23M 0.03% +4,341 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 138,808 $4.19M 0.26% +1,123 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 136,891 $4.13M <0.01% -15,799 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 135,438 $4.09M 0.05% +38,511 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 135,241 $4.08M 3.48% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 134,667 $4.07M 0.32% +4,345 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 130,596 $3.94M 0.12% -3,651 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 129,791 $3.92M 1.57% +1,548 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 123,647 $3.73M 1.98% 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 122,799 $3.71M 1.89% +13,859 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 122,340 $3.69M 0.05% -109 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 121,466 $3.67M 1.69% +1,749 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 119,304 $3.6M 1.19% +10,601 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 117,000 $3.53M 2.37% -1,419 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 116,423 $3.52M 0.11% +921 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 114,109 $3.45M 0.04% -307,009 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 113,466 $3.43M 0.71% -3,804 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 109,661 $3.31M 0.06% +10,134 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 109,257 $3.3M 0.57% +1,474 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 106,058 $3.21M 0.03% -2,323 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 100,232 $3.03M 0.04% +2,001 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 99,244 $3M 0.84% +462 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 95,996 $2.9M 0.86% +10,309 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 94,968 $2.87M 0.07% -4,191 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 92,465 $2.79M 0.46% +3,243 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 92,260 $2.79M 0.1% -17,090 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 92,012 $2.78M <0.01% -7,792 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 88,118 $2.66M <0.01% -3,862 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 87,813 $2.65M <0.01% -1,119 13F-HR/A Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 87,326 $2.64M 0.11% +72,396 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 85,944 $2.6M 0.04% +58,914 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 84,912 $2.56M 0.29% +3,759 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 83,259 $2.51M 0.53% +4,888 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 82,469 $2.49M 0.44% +3,140 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 81,832 $2.47M 0.19% +40,308 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 79,759 $2.41M 1.71% -1,258 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 79,597 $2.4M 0.17% +654 13F-HR/A Timeline Auour Investments LLC More: the full row for Auour Investments LLC 79,217 $2.39M 0.76% +8,008 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 78,918 $2.38M 0.02% -1,487 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 78,824 $2.38M 0.18% +17,017 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 78,547 $2.37M 2.09% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 78,266 $2.36M 0.51% -342 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 76,007 $2.32M 0.06% +5,079 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 76,703 $2.32M 0.65% +2,975 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 76,564 $2.31M 0.16% +4,862 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 74,531 $2.25M 0.93% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 74,187 $2.24M 0.05% -1,640 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 73,728 $2.23M 0.02% +9,076 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 73,503 $2.22M 0.16% +17,009 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 72,859 $2.2M 0.1% +4,702 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 72,737 $2.2M 0.01% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 72,486 $2.19M 0.1% +10,487 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 71,937 $2.17M 0.8% +4,697 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 70,993 $2.14M <0.01% -8,421 13F-HR/A Timeline Group