Creative Planning in group Creative Planning More: the full row for Creative Planning 53,069,411 $1.6B 1.08% +2,164,798 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,974,728 $930M 0.06% +30,620,728 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,509,202 $286M 0.08% +83,722 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,127,167 $274M 3.26% +389,971 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,436,338 $224M 0.02% +2,573,239 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,009,627 $211M 0.01% -1,702,716 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,995,308 $180M 0.28% +819,038 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,335,027 $160M -289,823 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,239,732 $158M 0.01% +5,232,269 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,184,845 $156M 4.26% +818,979 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,933,540 $118M 1.26% +200,000 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,559,104 $107M 0.02% -320,147 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,500,002 $105M 0.02% -177,608 13F-HR/A Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,260,348 $98M <0.01% -139,260 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 3,028,206 $91.1M 3.99% +30,645 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,819,039 $84.8M +317,944 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,408,155 $72.4M 5.18% +167,613 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,188,227 $65.8M +92,890 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,154,007 $64.8M 0.04% -27,559 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,098,216 $63.1M 0.01% +28,952 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,990,622 $59.9M 0.07% +204,522 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,934,001 $58.2M 0.06% +137,851 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,819,145 $54.6M 0.01% -381,081 13F-HR/A Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,665,715 $50.1M 5.1% +14,904 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,478,176 $44.4M 1.81% +27,514 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,475,205 $44.4M 0.06% -66,188 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,472,559 $44.3M 0.01% +427,341 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,408,718 $42.3M 5.9% +53,633 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,324,675 $39.8M +567 Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,269,078 $38.2M 2.65% +52,719 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,195,219 $35.9M 5.22% +67,107 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. 1,171,796 $35.2M 4.75% +45,500 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,170,745 $35.2M 9.52% +72,471 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,163,729 $35M 4.54% +28,466 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,122,144 $33.7M 0.23% +145,734 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,013,486 $30.5M 0.03% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,005,946 $30.2M 0.01% -34,204 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 992,198 $29.8M 0.05% +991,735 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 952,098 $28.6M 0.46% +13,806 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 949,179 $28.5M 9.76% -1,288 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 936,129 $28.1M 10.02% -83,979 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 912,452 $27.4M 6.81% +60,277 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 892,159 $26.8M 1.61% +134,277 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 854,373 $25.7M 3.04% +52,731 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 828,388 $24.9M 1.97% -358,655 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 774,929 $23.3M 0.06% +68,955 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 771,921 $23.2M 2.41% +321,353 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 736,885 $22.2M 0.17% +2,984 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 723,729 $21.8M 0.74% +692,394 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 709,019 $21.3M 6.09% +33,835 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 704,271 $21.2M 0.24% +65,638 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 701,304 $21.1M 4.46% +35,687 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 698,064 $21M 0.49% +30,250 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 676,963 $20.4M 5.23% -10,924 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 668,703 $20.1M 0.15% +183,267 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 668,001 $20.1M 0.04% +62,368 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 659,862 $19.8M 0.12% -208,957 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 634,547 $19.1M 8.43% +84,587 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 631,291 $19M 3.71% -6,890 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 631,578 $18.9M 0.33% -184,280 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 615,348 $18.5M 0.26% +176,872 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 578,912 $17.4M 1.27% +10,034 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 566,191 $17M 0.03% -268,656 13F-HR Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 558,724 $16.8M 3.27% +52,816 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 547,685 $16.5M 0.22% +57,278 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 531,884 $16M 2.55% +56,193 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 519,116 $15.6M 0.02% +192,821 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 505,290 $15.2M 11.87% +25,485 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 490,145 $14.8M 0.1% +38,646 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 491,406 $14.8M 1.82% +38,440 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 488,008 $14.7M 0.2% +8,569 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 482,735 $14.5M 4.85% +39,549 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 481,070 $14.5M 0.08% +51,335 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 452,886 $13.6M 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 450,913 $13.6M 0.59% -8,525 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 425,572 $12.8M 0.07% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 416,729 $12.5M 0.03% -242,746 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 413,288 $12.4M 0.23% -5,018 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 404,924 $12.2M 1.09% +29,305 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 402,772 $12.1M 2.58% -2,748 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 383,975 $11.5M 0.15% +138,170 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 371,561 $11.2M 0.52% +139,061 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 353,292 $10.6M 0.65% +12,532 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 337,503 $10.1M 3.89% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 326,039 $9.8M 0.61% +301,345 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 324,293 $9.75M 0.05% -13,459 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 321,544 $9.67M 0.01% -158,071 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 319,598 $9.61M 3.3% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 317,308 $9.54M 0.02% +49,684 13F-HR Timeline Group Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 6,737,337 $9.45M 1.86% +6,613,690 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 313,238 $9.42M 3.56% -152,037 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 310,765 $9.34M 2.48% +9,622 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 303,552 $9.13M 4.95% +108,533 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. 301,860 $9.08M 0.03% +5,750 13F-HR/A Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 301,618 $9.08M 2.05% +7,621 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 300,971 $9.05M 0.11% +56,290 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 297,005 $8.93M 2.75% +25,417 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 295,779 $8.89M 0.48% +2,725 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 293,342 $8.82M 3.06% +9,528 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 290,736 $8.74M 0.02% +63,465 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 287,925 $8.66M <0.01% -12,814 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 283,480 $8.52M 0.32% +13,841 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 281,436 $8.46M 0.05% +16,831 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 281,276 $8.46M 7.94% +2,205 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 278,498 $8.37M 0.47% +28,611 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 276,085 $8.3M 0.22% new 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 254,867 $8.24M +1,295 Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 262,282 $7.89M 1.32% -721 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 255,364 $7.68M 6.8% +23,733 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 255,287 $7.68M 0.42% +7,892 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 252,425 $7.59M 0.18% +6,451 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 251,974 $7.58M 0.08% +6,031 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 247,310 $7.44M 0.09% +31,497 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 245,310 $7.38M 0.23% +9,430 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 243,349 $7.32M 0.15% +41,466 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 240,202 $7.22M 0.95% +89,134 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 226,223 $6.8M 0.81% +8,380 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 223,699 $6.73M 2.04% -14,670 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 221,389 $6.66M 0.02% -15,881 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 216,610 $6.51M 0.3% +17,378 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 216,602 $6.51M 1.05% +20,451 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 215,571 $6.48M 1.79% +53,995 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 204,527 $6.15M 0.12% +17,922 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 201,808 $6.07M 1.12% -1,680 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 200,000 $6.01M 0.63% new 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 190,090 $5.72M 0.52% -1,097 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 188,946 $5.68M 0.1% -3,170 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 188,760 $5.68M 3.42% +47,218 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 188,352 $5.66M 0.06% new 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 183,800 $5.53M 2.05% -1,023 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 179,756 $5.41M 2.41% +29,743 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 179,346 $5.39M 2.68% +15,038 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 179,494 $5.29M 3.46% -72,475 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 176,093 $5.28M 0.05% +117,317 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 174,159 $5.24M 3.54% +6,459 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 173,023 $5.2M 0.47% -10,677 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 171,568 $5.16M 0.03% -5,028 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 168,087 $5.05M 1.58% +3,171 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 166,116 $5M 0.02% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 163,575 $4.92M 0.21% +1,350 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 161,212 $4.85M 2.4% -2,072 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 157,642 $4.74M 2.79% 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 156,151 $4.7M 1.86% +6,355 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 155,028 $4.66M 0.06% +19,590 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 153,188 $4.61M 2.52% +7,729 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 150,914 $4.54M 0.51% -2,621 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 150,512 $4.53M 0.34% -759 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 150,143 $4.51M -42,833 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 147,797 $4.44M 0.01% +6,613 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 147,427 $4.43M 0.07% -17,116 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 147,346 $4.43M 0.12% -6,719 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 146,431 $4.4M <0.01% +9,540 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 145,688 $4.38M 0.27% +6,880 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 142,373 $4.28M 0.46% +1,941 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 140,043 $4.21M 0.04% -22 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 139,592 $4.2M 3.88% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 139,061 $4.18M 0.06% -1,354 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 133,848 $4.02M <0.01% -52,216 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 129,064 $3.88M 0.31% -5,603 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 128,444 $3.86M 1.58% -1,347 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 124,671 $3.75M 0.77% +46,405 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 121,686 $3.66M 0.08% -49,548 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 120,154 $3.61M 1.58% -1,312 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 118,387 $3.56M 1.19% -917 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 116,651 $3.51M 2.4% -349 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 116,650 $3.51M 0.1% +227 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 116,199 $3.49M 0.58% +6,942 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 114,107 $3.43M 0.04% -8,233 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 113,806 $3.42M 0.02% -30,154 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 112,192 $3.37M 0.69% -1,274 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 108,432 $3.26M 0.04% +8,200 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 106,058 $3.18M 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 104,467 $3.14M 0.09% +9,499 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 100,712 $3.03M 0.85% +4,716 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 99,455 $2.99M 2.76% -35,786 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 97,081 $2.92M 0.21% +15,249 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 97,138 $2.91M 0.48% +4,673 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 96,842 $2.91M <0.01% +8,724 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 95,347 $2.87M 0.11% +22,861 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 93,996 $2.83M 0.1% +55,178 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 92,413 $2.78M 0.08% -38,183 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 92,260 $2.77M 0.1% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 92,132 $2.77M 1.16% +20,195 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 90,839 $2.73M 0.21% +12,015 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 89,218 $2.68M 0.53% +5,959 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 88,626 $2.66M <0.01% +813 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 87,778 $2.63M 0.14% +452 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 85,672 $2.58M 1.14% +25,927 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 85,140 $2.56M 0.44% +2,671 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 84,662 $2.55M 1.18% +18,819 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 84,672 $2.55M 2.22% +6,125 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 84,535 $2.54M 0.26% -377 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 84,336 $2.54M 0.04% -25,325 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 81,982 $2.46M 0.02% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 81,527 $2.45M 0.18% +1,930 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 81,497 $2.45M <0.01% +44,515 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 81,154 $2.44M +64,606 Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 80,541 $2.42M 0.18% +3,977 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 79,941 $2.4M 1.63% +182 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,487 $2.39M 0.01% +15,602 13F-HR/A Timeline