MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,077,299 $548M 0.04% -157,059 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,821,980 $435M 2.86% +523,978 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/ 3,748,331 $338M 0.03% +206,850 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 1,848,699 $167M 0.03% -27,372 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,835,873 $165M 2.78% +97,281 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,403,056 $126M 0.09% +25,834 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,261,478 $114M 0.02% +54,868 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,183,161 $107M 7.61% +2,214 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,144,983 $103M 0.03% +66,854 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,046,684 $94.3M 0.03% +209,820 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 964,679 $87M 0.07% +225,128 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 803,708 $72.4M 0.8% -125,191 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 786,086 $70.8M -9,285 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 699,339 $63M 0.02% +8,657 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 641,252 $57.8M 0.01% +21,284 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 638,339 $57.5M 0.08% -2,911 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 631,574 $56.9M 0.01% +2,419 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 565,995 $51M 0.04% +10,885 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 527,683 $47.6M 9.72% -800 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 510,966 $46M 0.23% +11,121 13F-HR/A Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 422,436 $38.1M 5.32% -4,329 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 408,194 $36.8M 5.83% +12,652 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 386,816 $34.9M 0.06% +50,810 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 370,017 $33.3M 0.07% +10,893 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 337,751 $30.4M 0.16% +13,876 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 317,523 $28.6M 5.74% +3,114 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 316,471 $28.5M 0.04% -11,976 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 303,781 $27.4M 0.38% +39,269 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 289,482 $26.1M 4.49% +7,206 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 280,126 $25.2M 0.04% +6,772 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 269,425 $24.3M 0.06% +480 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 265,160 $23.9M 0.45% -8,798 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 264,958 $23.9M 2.03% +11,908 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 242,781 $21.9M 1.4% +7,612 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 237,683 $21.4M 4.98% +42,017 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 232,954 $21M 5.79% -4,153 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 228,749 $20.6M 2.52% +1,391 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 222,559 $20.1M 16.4% -93,112 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 208,964 $18.8M 0.03% -2,566 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 201,364 $18.1M 0.02% +13,305 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 199,129 $17.9M 0.05% +6,313 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 191,966 $17.3M 0.55% -5,189 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 182,097 $16.4M 0.09% +8,261 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 170,741 $15.4M 2.02% +1,755 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 167,858 $15.1M 2.48% +13,426 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 163,290 $14.7M 0.03% +5,197 13F-HR/A Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 152,675 $13.8M 5.51% +2,943 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 151,118 $13.6M 6.28% -3,530 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 147,158 $13.3M 0.02% +12,338 13F-HR/A Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 144,953 $13.1M 14.31% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 141,802 $12.8M 5.27% +5,653 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 137,180 $12.4M 0.27% +47,000 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 136,204 $12.3M 1.93% -1,458 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 136,549 $12.2M 0.52% +5,671 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 133,300 $12M 0.54% -117,850 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 131,437 $11.8M 0.01% +124,633 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 128,635 $11.6M 1.53% +16,332 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 127,842 $11.5M +41,920 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 124,349 $11.2M 0.07% +7 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 120,936 $10.9M 0.49% +952 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 116,462 $10.4M 3.76% +6,550 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 114,758 $10.3M 1.32% +8,615 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 114,526 $10.3M 5.33% -72 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 114,501 $10.3M -1,199 Timeline DAGCO, INC. More: the full row for DAGCO, INC. 114,185 $10.3M 2.87% +11,157 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 113,708 $10.2M 0.07% +497 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 112,365 $10.1M 4.59% -92 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 114,925 $10M 1.47% +9,882 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 109,965 $9.91M 0.02% +18,586 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 109,462 $9.87M 4.2% -4,375 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 107,587 $9.7M 0.02% -2,160 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 105,356 $9.49M 0.91% -8,282 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 104,910 $9.45M 2.86% +1,993 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 103,155 $9.3M 1.04% -1,669 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 102,112 $9.02M 5.74% +1,748 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 97,755 $8.81M 3.54% +2,989 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 92,591 $8.34M 1.51% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 92,194 $8.31M -844 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 91,349 $8.23M 0.03% +28,433 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 89,635 $8.08M 0.02% -1,140 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 88,979 $8.02M <0.01% +7,341 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 88,430 $7.97M 0.04% -1,594 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 88,307 $7.96M 0.67% -13,268 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 87,800 $7.91M 0.22% -473 13F-HR Timeline Group Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 86,727 $7.82M 3.33% +3,537 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 85,136 $7.67M 1.48% -1,347 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 84,831 $7.64M 2.16% +2,050 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 83,431 $7.52M 0.01% -2,373 13F-HR/A Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 83,059 $7.49M 0.02% +10,001 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 82,205 $7.41M 0.73% -443 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 82,045 $7.39M 0.99% -5,589 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 81,423 $7.34M 5.22% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 81,140 $7.31M 0.89% +39,529 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 80,709 $7.27M 0.06% +5,446 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 80,586 $7.26M 1.86% -11,336 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 78,944 $7.11M 2.78% +2,504 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 78,546 $7.08M 0.08% +5,165 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 77,821 $6.95M 1.44% +3,181 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 76,446 $6.89M 0.9% +887 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 73,530 $6.63M 1.65% +1,064 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 72,696 $6.55M 1.26% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 72,438 $6.53M <0.01% +12,258 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 70,664 $6.37M 0.13% -64 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 70,212 $6.33M 0.08% -3,420 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 67,946 $6.12M 1.23% -1,920 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 65,536 $5.91M 0.32% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 65,506 $5.9M 0.36% -782 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 64,229 $5.79M 0.61% +3,728 13F-HR Timeline American Trust More: the full row for American Trust 63,904 $5.76M 0.54% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,723 $5.65M 0.05% +3,906 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 61,524 $5.46M 1.94% +979 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 59,297 $5.34M 0.4% -713 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 57,444 $5.18M 0.01% -1,146 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 56,033 $5.05M 2.08% -1,158 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 55,874 $5.04M 0.7% +310 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 55,500 $5M 0.25% +3,364 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 55,394 $4.99M 4.05% -619 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 55,234 $4.98M 1.32% +1,035 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 55,051 $4.96M 0.93% +2,322 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 54,737 $4.93M 0.01% -1,375 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 54,697 $4.93M 0.07% +46,488 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 53,656 $4.84M 1.99% +264 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 53,626 $4.83M 2.1% -99,550 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 52,340 $4.72M 2.88% +1,707 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 51,865 $4.67M 1.6% +561 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 50,786 $4.58M 0.11% -52 13F-HR/A Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 50,061 $4.51M 0.77% -5,014 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 50,054 $4.51M 0.56% +5,572 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,610 $4.47M 0.06% +4,025 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 48,225 $4.35M 0.72% +1,915 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 47,414 $4.27M 2.11% +1,003 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 47,223 $4.26M <0.01% -876 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 46,363 $4.18M 0.53% -998 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 45,792 $4.13M 0.02% +15,542 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 45,234 $4.08M 2.11% -342 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 44,839 $4.04M 0.93% -16,010 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 44,494 $4.01M 0.2% +46 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 45,643 $3.93M 0.06% +4,180 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 42,685 $3.85M 1.05% -2,157 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 42,255 $3.81M 1.45% +477 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 42,225 $3.81M 0.09% -2,932 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 42,268 $3.79M 0.26% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 41,833 $3.77M 0.28% +1,659 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 40,905 $3.69M 2.29% +2,488 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 40,666 $3.66M 2.5% +1,353 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 40,662 $3.66M 0.05% +22,903 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 40,576 $3.66M 0.03% -11,895 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 40,188 $3.62M +95 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 39,080 $3.52M 0.15% +1,603 13F-HR Timeline Group Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 39,017 $3.52M 3.9% +1,719 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38,621 $3.48M <0.01% +25,742 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 38,500 $3.47M 0.01% -1,000 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 37,014 $3.34M 0.04% -742 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 36,778 $3.31M 0.61% -2,844 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 36,137 $3.26M 0.16% -151 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 35,935 $3.24M 1.09% +1,404 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 35,835 $3.23M 0.4% +2,932 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 35,517 $3.2M 0.81% -28,488 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 35,396 $3.19M 0.04% +479 13F-HR Timeline Group Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 35,333 $3.18M 0.72% +26,556 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 35,004 $3.15M 0.08% +433 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 34,876 $3.14M 0.48% +1,557 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 34,081 $3.07M 0.35% -369 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 33,752 $3.04M 1.67% +33,585 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 33,332 $3M 0.22% +3,901 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 32,498 $2.93M 0.07% +107 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30,496 $2.75M 1.06% +1,622 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 30,452 $2.74M 0.62% +1,832 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 29,937 $2.7M 2.73% +63 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 29,160 $2.63M 1.37% -24 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 29,020 $2.62M 2.64% 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 29,007 $2.61M 0.9% +3,089 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 28,896 $2.6M 1.34% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 28,243 $2.55M 0.28% -2,049 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 28,120 $2.53M 1.12% +1,231 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 27,843 $2.51M 0.72% +759 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 27,835 $2.51M 0.41% -1,157 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,727 $2.5M 0.1% +1,404 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 27,692 $2.5M 0.31% -2,284 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 27,602 $2.49M 0.02% +9 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 27,531 $2.48M 0.72% +566 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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