FMR LLC in group FMR LLC More: the full row for FMR LLC 13,819,781 $556M 0.03% +2,258 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,604,998 $266M 0.02% +913,028 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,441,216 $219M 4.41% +69,224 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,740,178 $191M 0.52% +456,974 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,109,964 $165M -56,275 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,849,612 $155M 0.04% +290,238 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,452,051 $98.7M 5.2% +37,919 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,117,423 $85.4M 0.12% -148,666 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,042,902 $82.2M 0.02% +279,151 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/ 1,986,965 $80M 0.01% +41,383 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,844,847 $74.3M +40,175 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,791,611 $72.1M 0.11% -36,772 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,699,340 $68.4M 0.01% +78,110 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,430,907 $57.6M 0.93% +36,935 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,269,271 $51.2M 5.02% +188,770 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,174,085 $47.3M 0.01% +136,249 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,061,750 $42.7M 0.06% +446,152 13F-HR/A Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,011,006 $40.7M 12.83% +68,964 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 847,744 $34.1M 0.43% +12,799 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 798,208 $32.1M 0.01% -12,933 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 690,443 $27.8M 0.78% +43,262 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 674,136 $27.1M 1.7% -35,525 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 669,671 $27M 0.05% -111,053 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 668,143 $26.9M 0.03% +11,587 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 657,598 $26.5M 4.43% +59,139 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 649,763 $26.2M 7.75% +50,341 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 635,691 $25.6M 0.01% +5,710 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 630,110 $25.4M 1.95% +32,121 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 582,684 $23.5M 0.27% +138,299 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 577,580 $23.2M 0.3% +38,498 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 526,120 $21.2M 2.48% +6,690 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 493,688 $19.9M 1.49% +10,485 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 486,548 $19.6M 4.5% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 476,648 $19.2M 0.02% +44,924 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 471,243 $19M 0.04% -49,427 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 425,508 $17.2M 1.97% +18,069 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 421,309 $17M 1.1% +40,887 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 407,789 $16.4M 0.04% -4,832 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 404,543 $16.3M 0.01% +21,557 13F-HR Timeline Group Denver PWM, LLC More: the full row for Denver PWM, LLC 397,961 $16M 5.33% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 390,656 $15.7M 2.33% +39,408 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 381,783 $15.4M 2.18% +17,529 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 378,080 $15.2M 0.95% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 356,828 $14.3M 0.02% +20,229 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 351,883 $14.2M 4.98% +5,060 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 323,183 $13M 0.07% +11,354 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 315,864 $12.7M 0.05% +48,334 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 311,607 $12.5M 0.86% +19,485 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 304,735 $12.3M 0.03% +27,935 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 302,833 $12.2M 0.91% +1,692 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 298,893 $12M 0.14% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 295,894 $11.9M 0.07% +44,635 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 274,389 $11M 9.61% +1,047 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 266,951 $10.7M 0.05% +33,600 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 264,135 $10.6M 6% +68,293 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 243,649 $9.81M 0.01% +46,373 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 233,521 $9.4M 0.16% -11,544 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 230,699 $9.29M 5.37% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 229,396 $9.23M 1.17% -53,301 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Diversified Portfolios, Inc. 175,789 $7.08M 0.59% +7,193 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 168,735 $6.79M 4.16% +1,527 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 165,978 $6.68M 3.29% +18,762 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 157,623 $6.34M 2% +3,042 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 155,362 $6.25M 0.46% +148,624 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 148,572 $5.98M 0.6% -6,843 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 141,148 $5.68M 0.05% +7,132 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 138,070 $5.56M <0.01% +84,623 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 137,216 $5.52M 2.01% +7,159 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 136,252 $5.48M 0.01% +43,287 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 131,778 $5.3M 0.24% +29,162 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 128,587 $5.18M <0.01% +29,375 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 120,055 $4.83M 0.36% +59,964 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 118,606 $4.77M 3.5% +519 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 118,131 $4.75M 0.31% -108,354 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 116,996 $4.71M 0.01% +23,082 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 113,157 $4.55M 0.01% +17,372 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 112,603 $4.53M 1.13% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 112,437 $4.53M 0.09% -5,100 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 110,770 $4.46M 0.1% +6,391 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 110,414 $4.44M 0.05% +1,354 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 109,312 $4.4M 0.37% -4,369 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 108,826 $4.38M 0.62% -60,204 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 108,057 $4.35M 1.63% -2,684 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 108,013 $4.35M 0.03% -12,857 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 104,763 $4.22M 0.47% -18,123 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 104,022 $4.19M 2.17% +13,176 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 103,824 $4.18M <0.01% +7,812 13F-HR/A Timeline Group Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 103,209 $4.14M 4.29% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 101,091 $4.07M 0.5% -22,878 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 100,944 $4.07M 1.83% +14,607 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 99,784 $4.02M 3.11% +1,224 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 98,177 $3.95M 0.03% -28,135 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 92,277 $3.72M 0.14% +3,303 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 90,132 $3.63M 0.12% -8,065 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 90,083 $3.63M 1.05% +16,082 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 90,061 $3.62M 2.47% +9,202 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 89,744 $3.61M 1.18% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 86,190 $3.47M 1.14% +10,663 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 84,607 $3.41M 0.08% +3,229 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 82,165 $3.32M 0.01% +4,813 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 82,087 $3.3M 0.9% -5,498 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 79,507 $3.2M 0.01% -11,471 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 79,327 $3.19M 0.06% +2,987 13F-HR/A Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 79,205 $3.19M 1.78% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 78,023 $3.14M 0.07% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 77,138 $3.1M <0.01% +4,184 13F-HR Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 75,927 $3.06M 5.47% +4,661 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 70,926 $2.85M 1.85% +4,069 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 69,486 $2.8M 0.07% +4,292 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 59,964 $2.41M 2.44% +2,471 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 59,599 $2.4M 0.67% -2,027 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 57,145 $2.3M 0.01% -4,502 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 55,973 $2.25M 0.13% -426 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 55,057 $2.22M 0.09% -6,099 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 54,612 $2.2M 1.21% +1,006 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 54,477 $2.19M 1.69% +39,928 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 53,917 $2.17M 0.67% +954 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 51,866 $2.09M 0.7% +2,126 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 50,125 $2.02M 0.23% +12,039 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 49,151 $1.98M 0.27% +2,647 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 47,902 $1.93M 0.78% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 47,135 $1.9M <0.01% new 13F-HR/A Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 46,781 $1.88M 0.57% +10,436 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 44,556 $1.79M 0.2% +5,650 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 43,592 $1.75M 0.01% -64,811 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 42,334 $1.71M 0.71% +22,358 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 41,932 $1.69M <0.01% +4,854 13F-HR/A Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 41,620 $1.68M 0.06% -1,383 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,087 $1.65M <0.01% new 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 40,857 $1.64M 0.95% -645 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 39,181 $1.58M 0.07% -9,115 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 39,087 $1.57M 1.05% -3,275 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 38,730 $1.56M 0.16% +18,609 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 37,077 $1.49M 0.42% -31,807 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 36,519 $1.47M 0.19% +580 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 36,396 $1.46M 0.11% -2,963 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 35,761 $1.44M 0.11% -2,831 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 35,695 $1.44M 0.28% +5,331 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 35,172 $1.42M 0.15% -3,625 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 34,975 $1.41M 0.03% -1,114 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 33,648 $1.35M 0.67% +2,057 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 33,630 $1.35M 0.61% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 33,530 $1.35M 0.35% -1,539 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,868 $1.32M <0.01% +1,509 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 32,139 $1.29M 0.29% -1,309 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 31,644 $1.27M 0.06% +753 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 31,029 $1.25M 0.6% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,017 $1.21M 0.01% +7,789 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 29,812 $1.2M 0.11% +1,056 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 29,575 $1.19M 0.1% -8,563 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 29,408 $1.18M 1.04% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 27,932 $1.12M 0.01% -9,158 13F-HR Timeline Group MOTCO More: the full row for MOTCO 26,826 $1.08M 0.1% +5,394 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,683 $1.07M 0.02% +8,264 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 26,422 $1.06M 1.07% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 26,036 $1.05M 0.04% 0 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 24,320 $979K 0.32% -980 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 23,975 $965K 0.11% +700 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 23,361 $940K 0.12% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,606 $870K 0.07% -2,246 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 21,439 $863K 0.11% +14,961 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 21,052 $849K 0.11% +11,977 13F-HR Timeline Valmark Advisers, Inc. 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