BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,179,094 $364M 0.03% +637,336 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,082,216 $308M 0.1% -166,066 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,117,645 $209M 0.01% +247,443 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,672,525 $135M 0.03% +52,004 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,247,294 $114M -29,767 Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,813,317 $91.8M 5.66% +113 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,709,598 $86.6M 0.12% +83,935 13F-HR Timeline Group Financial Advisory Corp More: the full row for Financial Advisory Corp 1,624,059 $82.3M 12.62% -5,542 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,406,426 $71.2M 5.97% +846,162 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,350,586 $68.4M 8.77% -80,888 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,333,263 $67.5M 1.62% +105,964 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,312,504 $66.2M 3.1% +36,116 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,301,886 $65.9M 0.01% +54,611 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,297,463 $65.7M 0.37% +31,395 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,168,320 $59.2M 0.11% +300,017 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,125,826 $57M 0.17% -96,219 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 987,033 $50M 11.15% +8,682 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 974,449 $49.4M 0.65% +15,850 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 961,710 $48.7M 0.08% -305,774 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 902,296 $45.7M 0.01% +79,287 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 891,461 $45.2M 1.51% +15,195 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 873,529 $44.2M 0.02% -318,622 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 789,698 $40M 0.05% +76,020 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 759,108 $38.4M 4.75% +46,510 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 748,412 $37.9M 9.05% +88,882 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 723,577 $36.6M 17.39% +60,700 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 707,477 $35.8M 0.08% -788,790 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 705,696 $35.7M 0.03% +50,986 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 685,401 $34.7M 1.57% +194,076 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 680,627 $34.5M 10.36% -139,988 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 651,974 $33M 0.07% -207,419 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 606,425 $30.7M 0.7% +31,358 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 594,718 $30.1M <0.01% +564,580 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 581,563 $29.5M 1.95% +20,112 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 553,850 $28M 0.02% +98,111 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 534,668 $27.1M 0.15% +140,037 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 531,336 $26.9M 1.76% +2,705 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 504,192 $25.5M 6.97% -346 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 500,891 $25.4M 3.79% +17,365 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 480,547 $24.3M 0.27% +4 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 448,487 $22.7M 0.07% +13,018 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 447,999 $22.7M 6.28% -23,141 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 421,518 $21.3M 2.42% +3,196 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 411,469 $20.8M 0.52% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 395,307 $20M 10.23% -193,632 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 369,351 $18.7M 1.95% -34,946 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 369,001 $18.7M 22.02% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 357,979 $18.1M 0.08% -5,571 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 337,510 $17.1M 0.01% +32,917 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 320,256 $16.2M 3.19% -361,459 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 319,718 $16.2M 0.18% -10,197 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 318,421 $16.1M 1.28% +166,392 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 306,049 $15.5M 0.31% -4,037 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 301,759 $15.3M 1.67% +3,849 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 298,481 $15.1M 3.53% +65,871 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 296,075 $15M 11.43% +6,854 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 293,518 $14.9M 3.1% +11,268 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 286,204 $14.5M 0.12% +9,613 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 279,087 $14.1M 0.02% -23,393 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 276,124 $14M 0.03% +16,635 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 270,270 $13.7M 1.04% -64,602 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 261,989 $13.3M 0.52% -226,417 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 261,220 $13.2M 10.54% -72,949 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 258,115 $13.1M 1.09% +139,978 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 246,155 $12.5M 4% -20,589 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 236,147 $12M 0.02% new 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 232,555 $11.7M 11.63% -448,971 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 224,228 $11.4M <0.01% +32,277 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220,810 $11.2M 0.73% +202,444 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 220,542 $11.2M 1.8% +74,541 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 220,510 $11.1M 8.42% -113,615 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 216,925 $11M 0.13% -5,668 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 212,285 $10.8M 1.04% +5,278 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 211,980 $10.7M 8.37% -25,843 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 212,248 $10.7M 4.24% +13,499 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 209,745 $10.6M 0.23% +66,344 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 209,294 $10.6M 0.02% +23,083 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 207,339 $10.5M 4.02% -57,788 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 205,826 $10.4M 2.65% -13,388 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 204,327 $10.3M 0.01% +52,342 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 201,431 $10.2M 2.32% +12,851 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 201,002 $10.2M 0.25% +13,817 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 200,338 $10.1M 2.83% +13,836 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 191,605 $9.7M 0.01% +41,144 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 186,869 $9.46M 0.08% -6,687 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 186,290 $9.44M 1.99% +179,907 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 186,174 $9.43M 0.08% -21,770 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 181,790 $9.21M 4.24% -12,531 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 178,461 $9.04M 2.63% -189,668 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 175,492 $8.89M 3.52% +35,670 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 170,551 $8.64M 0.72% +7,218 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 166,916 $8.43M 0.88% +41,048 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 154,616 $7.83M 6.2% +9,998 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 149,028 $7.55M 0.04% -1,213 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 148,473 $7.52M 1.89% -58,237 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 146,845 $7.44M 0.32% +16,688 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 142,956 $7.24M 3.89% +3,333 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 140,018 $7.09M 0.17% -4,780 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 139,471 $7.06M 2.35% -6,275 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 137,223 $6.95M 0.01% +7,555 13F-HR Timeline Group Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 132,588 $6.72M 1.8% +66,203 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 131,169 $6.62M 0.01% -15,360 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 129,898 $6.58M 0.26% -423,539 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 128,323 $6.5M 0.07% -9,839 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 122,601 $6.21M 0.24% +14,928 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 121,501 $6.15M 0.04% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 118,856 $6.02M 2.39% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 112,298 $5.69M 0.02% +15,780 13F-HR Timeline Group LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 111,465 $5.65M 4.36% +8,677 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 108,689 $5.51M 1.96% +104,220 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 103,627 $5.23M 2.46% -3,900 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 101,967 $5.16M 0.49% +32,543 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 101,521 $5.14M 1.21% +6,992 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 99,539 $5.04M 2.13% +4,967 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 99,200 $5.02M 0.01% +36,496 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 98,919 $5.01M 0.07% +63,576 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 98,182 $4.97M 2.45% +92,191 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 97,488 $4.94M 0.3% -875 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 90,818 $4.6M 0.14% +33,389 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 87,525 $4.43M 1.68% -36,743 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 87,249 $4.42M 0.87% 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 86,808 $4.4M 0.38% -124,104 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 85,901 $4.35M 0.11% +5,128 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 84,580 $4.28M 0.59% +32,583 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 84,368 $4.27M 1.61% -11,897 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 81,545 $4.13M 1.88% +76,797 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 81,272 $4.12M 33.56% -55,438 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 80,823 $4.09M 1.62% +13,799 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 80,503 $4.08M 0.02% -8,334 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 80,277 $4.07M 0.09% -6,521 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 80,000 $4.05M 3.02% +1,052 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 78,577 $3.98M 0.33% +6,425 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 77,842 $3.94M 1.99% +2,745 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 77,424 $3.92M 0.91% +22,029 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 76,794 $3.89M 2.9% +4,310 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 75,276 $3.81M 3.05% -2,036 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 72,079 $3.65M 0.02% -5,360 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 71,360 $3.61M 0.18% +17,935 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 69,212 $3.51M 0.14% +7,424 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 65,257 $3.31M 0.17% +25,169 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 65,200 $3.3M 2.31% +36,352 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 64,566 $3.27M 1.7% +5,830 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 63,138 $3.2M 0.02% -18,418 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 62,629 $3.17M 0.5% -696 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 62,401 $3.16M 0.1% +4,999 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 62,360 $3.16M <0.01% +29,544 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 61,445 $3.11M 0.02% +14,141 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 60,550 $3.07M 0.65% +3,267 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 59,144 $3M 0.03% -54,450 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 59,039 $2.99M 0.23% +17,974 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 58,314 $2.95M 1.87% +18,548 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 54,444 $2.76M 0.79% +11,890 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 54,282 $2.75M 1.1% +45,876 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 53,566 $2.71M <0.01% +13,894 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 50,714 $2.57M 1.93% +5,479 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 49,720 $2.52M 2.82% +9,889 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 49,795 $2.51M 1.15% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 49,262 $2.5M 0.3% -499 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 48,202 $2.44M 0.42% +1,622 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 44,923 $2.28M 0.83% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,850 $2.27M <0.01% +17,338 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44,662 $2.26M 0.04% -9,098 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 43,121 $2.18M <0.01% +4,950 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 42,835 $2.17M 2% -18,890 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 42,326 $2.14M 0.02% +4,651 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 42,137 $2.13M 0.61% -8,891 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 41,501 $2.1M 0.04% +4,908 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 41,169 $2.09M +328 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 40,077 $2.03M 0.06% -4,727 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 40,004 $2.03M 0.16% +13 13F-HR Timeline Group MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 39,064 $1.98M 1.24% -62,654 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 39,063 $1.98M 0.06% -4,151 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 38,478 $1.95M 0.01% -1,367 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 38,295 $1.94M 0.13% +789 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 38,089 $1.93M 0.55% -120,290 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 36,785 $1.86M 0.09% +8,300 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 35,024 $1.77M 0.37% +1,331 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 33,261 $1.68M 0.21% -72,608 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 33,231 $1.68M 0.48% +6,363 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 33,095 $1.68M 0.02% -10,721 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 32,667 $1.65M 0.09% -66,048 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 32,548 $1.65M 0.94% -808 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 30,328 $1.54M 0.22% -32,908 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 30,009 $1.52M 0.1% +53 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 29,305 $1.48M 0.01% -49,884 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 29,036 $1.47M 0.03% +26,751 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 28,420 $1.44M 0.02% -286 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 27,945 $1.41M 0.96% +23,815 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 27,561 $1.4M 1.23% -1,655 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 27,209 $1.38M 0.01% -940 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 27,167 $1.38M 0.01% +6,262 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26,465 $1.34M 0.05% -4,888 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 26,374 $1.34M 0.35% +8,149 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 26,031 $1.32M 0.03% -47,842 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 25,513 $1.29M 0.48% -41 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,425 $1.24M 0.1% new 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 24,315 $1.23M 0.42% -22,975 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 24,188 $1.23M 0.19% +610 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 23,827 $1.21M 0.06% -27,943 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 23,774 $1.2M 0.02% new 13F-HR Timeline