MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,234,358 $517M 0.04% +38,843 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,298,002 $356M 2.85% +540,548 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/ 3,541,481 $294M 0.03% +334,352 13F-HR Timeline Group 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 1,876,071 $156M 0.03% +422,071 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,738,592 $144M 2.69% -188,889 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,377,222 $114M 0.09% -468,302 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,206,610 $100M 0.02% +115,415 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,180,947 $97.9M 7.99% -18,034 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,078,129 $89.4M 0.03% +26,260 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 928,899 $77M 0.98% new 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 836,864 $69.4M 0.03% -104,807 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 795,371 $66M +25,189 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 739,551 $61.6M 0.06% +189,671 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 741,587 $61.5M 0.11% +719,730 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 690,682 $57.4M 0.02% +58,664 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 641,250 $53.2M 0.08% +48,335 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 629,155 $52.2M 0.01% -32,694 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 619,968 $51.4M 0.01% +9,774 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 555,110 $46M 0.04% -80,583 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 528,483 $43.8M 9.89% -410 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 499,845 $41.5M 0.21% +58,754 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 426,765 $35.4M 5.14% -5,605 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 395,542 $31.6M 5.77% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 359,124 $29.8M 0.07% +324,870 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 336,006 $27.9M 0.05% -40,392 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 328,447 $27.2M 0.05% -38,260 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 323,875 $26.9M 0.16% +18,117 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 315,671 $26.2M 17.74% -4,206 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 314,409 $26.1M 7.27% -912 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 282,276 $23.4M 4.45% +11,191 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 273,958 $22.7M 0.44% -305,169 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 273,354 $22.7M 0.04% -34,556 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 268,945 $22.3M 0.06% -3,017 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 264,512 $21.9M 0.34% -39,809 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 253,050 $21M 1.88% +6,291 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 251,150 $20.8M 1.14% +31,161 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 237,107 $19.7M 5.61% +6,037 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 235,169 $19.5M 1.36% +68,260 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 227,358 $18.9M 2.57% +1,395 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 211,530 $17.5M 0.03% -5,520 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 197,155 $16.4M 0.58% +7,544 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 195,666 $16.2M 4.29% -7,800 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 192,816 $16M 0.05% -2,291 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 188,059 $15.6M 0.02% +18,795 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 173,836 $14.4M 0.09% +6,302 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 168,986 $14M 1.91% -10,244 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 158,093 $13.1M 0.03% +1,632 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 154,648 $12.8M 6.5% +5,159 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 154,432 $12.8M 2.42% +12,090 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 153,176 $12.7M 5.87% -8,239 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 149,732 $12.5M 5.62% +10,681 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 137,662 $11.4M 2.01% +3,538 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 136,149 $11.3M 5.07% +32,043 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 134,820 $11.2M 0.02% +9,305 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 130,878 $10.5M 0.54% +3,194 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 124,342 $10.3M 0.07% +73,669 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 119,984 $9.95M 0.49% +9,555 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 115,700 $9.6M +946 Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 114,598 $9.5M 5.24% -1,752 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 113,837 $9.44M 4.17% +22,810 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 113,638 $9.43M 0.98% -9,917 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 113,211 $9.39M 0.08% -1,701 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 112,457 $9.33M 4.6% +142 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 112,303 $9.31M 1.41% +32,312 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 109,912 $9.12M 4.06% +44,896 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 109,747 $9.1M 0.02% +6,191 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 106,143 $8.8M 1.18% -1,577 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 100,364 $8.74M 6.15% +487 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 105,043 $8.71M 1.35% -3,067 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 104,824 $8.69M 1.03% -2,237 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 103,028 $8.55M 2.76% +1,289 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 102,917 $8.54M 2.92% +3,994 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 101,575 $8.42M 0.78% +1,754 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 94,766 $7.86M 3.45% +5,567 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 93,038 $7.72M -2,699 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 90,024 $7.64M 0.04% -4,671 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 91,922 $7.62M 2.06% +7,204 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 91,379 $7.58M 0.01% +33,590 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 90,775 $7.53M 0.02% -11,263 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 90,180 $7.48M 0.18% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 88,273 $7.32M 0.23% -5,527 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 87,634 $7.27M 1.15% -15,293 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 86,685 $7.19M 1.27% +6 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 85,922 $7.18M +70,466 Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 86,483 $7.17M 1.62% -67 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 85,804 $7.12M 0.01% +74,794 13F-HR Timeline Group Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 83,190 $6.9M 3.01% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 82,781 $6.87M 2.11% -30,022 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 82,648 $6.85M 0.77% -16,374 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 81,638 $6.77M <0.01% +15,205 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 81,423 $6.75M 5.64% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 76,440 $6.34M 2.62% +2,510 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 75,559 $6.27M 0.9% +1,455 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75,263 $6.24M 0.06% +9,819 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 74,640 $6.19M 1.44% +3,634 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 73,632 $6.11M 0.11% -2,220 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 73,381 $6.09M 0.08% +64,874 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 73,058 $6.06M 0.02% -100 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 72,696 $6.03M 1.24% -242 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 72,466 $6.01M 1.64% +1,253 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 70,728 $5.87M 0.13% -11,398 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 69,866 $5.79M 1.2% -7,259 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 66,288 $5.5M 0.37% +316 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 64,005 $5.31M 1.44% -2,611 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,916 $5.22M 0.02% +1,100 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 60,849 $5.05M 1.36% +7,677 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 60,501 $5.02M 0.56% +2,466 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 60,180 $4.99M <0.01% -4,402 13F-HR/A Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 60,010 $4.98M 0.42% -1,256 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 58,817 $4.88M 0.05% -7,278 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 58,590 $4.86M 0.01% +3,053 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 57,191 $4.74M 2.15% -19,819 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 56,112 $4.65M 0.01% -234,798 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 56,013 $4.65M 3.92% +68 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 55,564 $4.61M 0.73% -368 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 55,075 $4.57M 0.89% -3,116 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 60,545 $4.56M 1.99% 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 54,199 $4.5M 1.27% +1,870 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 53,392 $4.43M 1.99% +581 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 53,213 $4.41M 1.51% -1,217 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 52,729 $4.37M 0.95% +3,427 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 52,471 $4.35M 0.04% +49,528 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 52,136 $4.32M 0.24% +384 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 51,304 $4.25M 1.71% +1,003 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 50,838 $4.22M 0.13% new 13F-HR/A Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 50,633 $4.2M 2.8% +2,817 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 48,099 $3.99M <0.01% -1,144 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 47,361 $3.93M 0.58% -33,745 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46,411 $3.85M 2.2% -3,572 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 46,310 $3.84M 0.52% -22,010 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,585 $3.78M 0.06% +2,030 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 45,576 $3.78M 2.03% -2,548 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 45,157 $3.75M 0.1% -4,452 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 44,842 $3.72M 1.12% -321 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 44,482 $3.69M 0.49% -22,629 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 44,448 $3.69M 0.19% +527 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 41,778 $3.47M 1.72% -1,359 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 41,611 $3.45M 0.45% +17,850 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41,463 $3.44M 0.07% +2,240 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 40,174 $3.33M 0.27% -234 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 40,093 $3.33M +642 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 39,500 $3.29M 0.01% +7,500 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 39,622 $3.29M 0.66% +401 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 39,313 $3.26M 2.6% +1,324 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 39,248 $3.26M 0.18% +8,654 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 38,417 $3.19M 2.3% +2,851 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 37,756 $3.13M 0.04% -37 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 37,477 $3.11M 0.15% +3,041 13F-HR Timeline Group Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 37,298 $3.09M 3.77% +4,112 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 36,288 $3.01M 0.16% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 34,917 $2.9M 0.04% -173 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,571 $2.87M 0.09% -533 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 34,531 $2.86M 1.08% +3,443 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 34,450 $2.86M 0.36% +1,796 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 33,319 $2.76M 0.49% +865 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 32,903 $2.73M 0.37% +2,744 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 33,910 $2.73M 0.11% -376 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 32,391 $2.69M 0.07% +598 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 30,292 $2.51M 0.31% -2,206 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 30,250 $2.51M 0.02% -75,847 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 29,976 $2.49M 0.33% -6,753 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 29,874 $2.48M 2.67% +583 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 29,431 $2.44M 0.2% +4,405 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 29,184 $2.42M 1.47% +374 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 28,992 $2.4M 0.43% -290 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 28,620 $2.37M 0.58% -32 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 28,874 $2.31M 0.76% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 27,593 $2.29M 0.03% -1,549 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 26,965 $2.24M 0.68% +3,634 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 26,889 $2.23M 1.06% +1,079 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,881 $2.23M 0.22% -1,175 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,659 $2.21M 0.04% +1,798 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 26,371 $2.19M 1.22% +671 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 26,323 $2.18M 0.1% +732 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 27,084 $2.17M 0.68% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 25,918 $2.15M 0.84% +1,856 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 25,804 $2.14M 0.53% -675 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 25,294 $2.1M 0.08% +38 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 24,763 $2.05M 0.07% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 24,679 $2.05M 0.01% -980 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 24,557 $2.04M 0.42% +3,798 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,157 $2M <0.01% 0 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 23,529 $1.95M 1.1% +1,484 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,185 $1.92M 0.04% -1,282 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 23,178 $1.92M 0.67% +155 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,888 $1.9M 0.06% -184 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,831 $1.89M 0.02% -86 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 22,653 $1.88M 0.28% -145 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,580 $1.87M <0.01% +4,060 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 22,541 $1.87M 0.02% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 22,354 $1.85M 1.24% +766 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 22,180 $1.84M 0.07% new 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 22,071 $1.83M 1.49% -35 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 21,559 $1.79M 0.74% +684 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 21,451 $1.78M 0.94% +66 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 21,263 $1.76M 0.73% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 19,734 $1.64M 1.05% +265 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 19,406 $1.61M <0.01% +407 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 18,730 $1.55M 0.65% +855 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 18,640 $1.55M 0.18% -46 13F-HR Timeline