MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,793,264 $621M 0.04% +200,374 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,533,152 $597M 3.1% 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/ 3,464,457 $317M 0.02% -370,335 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,488,653 $228M 1.83% -89,059 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,035,841 $186M 2.81% +105,177 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 1,775,331 $162M 0.03% -36,678 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,539,950 $141M 0.1% +83,154 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,307,254 $120M 0.02% +19,307 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,290,367 $118M 0.07% +173,663 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,190,389 $109M 6.62% +6,186 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,101,881 $101M 0.03% +13,426 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 748,083 $68.4M 0.02% -302,568 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 740,698 $67.7M -16,438 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 719,745 $65.8M 0.7% -32,965 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 672,336 $61.5M 0.01% -11,405 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 652,083 $59.6M +25,049 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 636,066 $58.2M 0.08% -9,300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 625,054 $57.2M 0.04% +18,360 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 612,460 $56M 0.24% +85,196 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 539,074 $49.3M 9.46% +20,106 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 456,238 $41.7M 5.39% -8,662 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 450,118 $41.2M 0.04% -18,622 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 431,269 $39.4M 5.32% +13,164 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 431,311 $39.4M 0.01% -164,068 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 400,114 $36.6M 0.07% +20,603 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 360,022 $32.9M 0.04% +80,324 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 357,708 $32.7M 0.12% +451 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 313,137 $28.6M 5.75% +43,434 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 304,434 $28M 0.36% -31 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 301,294 $27.6M 3.88% +7,186 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 299,590 $27.4M 1.51% +44,682 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 284,550 $26M 0.03% -12,339 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 280,386 $25.6M 1.97% +7,232 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 279,798 $25.6M 0.06% +9,209 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 273,269 $25M 4.55% -40,443 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 247,416 $22.6M 5.55% +7,171 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 230,997 $21.1M 2.24% +1,326 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 225,547 $20.6M 0.36% -18,593 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 215,246 $19.7M 0.05% +2,033 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 204,447 $18.7M 0.02% +2,250 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 197,946 $18.4M 0.02% -5,328 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 198,291 $18.1M 11.42% -2,999 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 193,337 $17.7M 2.52% +15,071 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 192,958 $17.6M 0.49% -2,998 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 183,354 $16.8M 0.08% -3,109 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 174,488 $16M 1.87% +5,178 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 173,455 $15.9M 0.02% +5,430 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 162,197 $14.8M 5.14% -2,321 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 160,613 $14.7M 1.64% +13,928 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 154,498 $14.1M 6.32% +10,334 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 153,750 $14.1M 0.03% -19,100 13F-HR/A Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 152,491 $13.9M 0.18% +82,831 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 145,870 $13.3M +4,501 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 136,595 $12.7M 0.44% -2,667 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 137,180 $12.5M 0.39% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 136,061 $12.4M 1.76% -4 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 135,533 $12.4M 11.47% -6,076 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 127,868 $11.7M 0.06% -5,725 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 124,103 $11.3M 2.62% +4,119 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 123,707 $11.3M 6.24% +18,085 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 121,286 $11.1M 0.02% +4,740 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 121,142 $11.1M +2,504 Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 120,071 $11M 3.66% +1,810 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 118,049 $10.8M 1.04% +114,781 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 116,482 $10.7M 0.02% -9,668 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 115,436 $10.6M 0.01% -176,643 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 115,186 $10.5M 0.06% +553 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 112,475 $10.4M 2.79% -6,980 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 112,208 $10.3M <0.01% +14,879 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 111,699 $10.2M 0.91% +11,556 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 109,757 $10M 1.22% -2,676 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 108,917 $9.96M 2.68% +2,255 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 105,962 $9.69M 0.01% +87,900 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 105,868 $9.68M 3.7% -10,399 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 105,084 $9.61M 0.05% +15,082 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 102,295 $9.35M 4.9% -1,634 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 101,790 $9.31M 0.01% +5,422 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 99,755 $9.12M 3.55% +10,165 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 98,980 $9.05M 0.79% -2,851 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 98,490 $9.01M 0.02% +1,847 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 93,968 $8.59M 3.33% +6,178 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 93,499 $8.55M 0.99% -1,440 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 93,233 $8.53M 0.31% +8,054 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 90,431 $8.44M 0.97% +6,086 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 91,712 $8.39M 1.34% -3,817 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 90,854 $8.31M 0.35% -10,829 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 89,297 $8.17M 1.87% +5,859 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 87,975 $8.04M 0.02% -7,867 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 87,197 $7.97M 0.2% -92 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 86,139 $7.88M 2.01% -753 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 85,423 $7.81M 4.58% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 84,582 $7.74M 2.66% -34,146 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 84,350 $7.71M 0.01% +574 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 84,110 $7.69M 0.09% -1,287 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 83,565 $7.64M 0.03% -2,899 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 81,012 $7.41M <0.01% +2,603 13F-HR/A Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 80,167 $7.33M 0.91% -25,698 13F-HR/A Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 78,446 $7.17M 0.66% -2,859 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 78,315 $7.16M 0.54% -1,799 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 78,197 $7.15M 0.17% -9,482 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 76,783 $7.02M 1.14% +143 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 75,785 $6.93M 1.56% +1,672 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 71,989 $6.58M 0.02% +28,756 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 71,382 $6.53M 0.05% +1,560 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 69,792 $6.38M 6.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 66,662 $6.11M 0.11% -4,301 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 65,960 $6.03M 0.31% +488 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 65,611 $6M 0.02% +10,350 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 64,897 $5.93M 0.26% +3,638 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 60,759 $5.85M 1.73% -57 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 63,659 $5.82M 1.58% +2,737 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 62,531 $5.72M 1.04% -660 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 61,051 $5.58M 1.13% +10,369 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 60,121 $5.5M 0.01% +842 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 60,068 $5.49M 0.5% +16 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 59,789 $5.47M 0.04% +243 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 59,623 $5.45M 0.36% +214 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 57,431 $5.25M 0.69% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 57,121 $5.22M 1.2% +1,562 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 56,166 $5.14M 1.6% +2,345 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 56,104 $5.13M 0.07% +4,471 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,854 $5.11M 0.01% -385 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 55,808 $5.1M 0.58% +34 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 55,745 $5.1M 0.28% +55,345 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 54,492 $4.98M 0.18% -76,454 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 54,332 $4.97M 1.84% -288 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 53,553 $4.9M 0.24% -9,392 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 53,399 $4.88M 2.14% +3,214 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 52,730 $4.82M 0.03% +24,649 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 52,622 $4.81M 0.68% +2,863 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 51,734 $4.73M 0.07% +3,792 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 51,462 $4.71M 0.76% -935 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 49,477 $4.52M 5.22% 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 49,454 $4.52M 4.18% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 49,239 $4.5M 0.08% -524 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 48,872 $4.47M <0.01% +3,661 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 48,182 $4.41M 2.2% +2,578 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 47,930 $4.38M <0.01% +31,664 13F-HR Timeline Group Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 47,627 $4.36M 4.01% 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 47,267 $4.32M 0.52% -2,140 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 45,454 $4.16M 0.16% +3,554 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 44,703 $4.09M <0.01% +44,432 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 43,855 $4.01M 1.19% +1,960 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 42,790 $4M 0.34% -31 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 43,623 $3.99M 2.18% -411 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 43,021 $3.93M 1.79% +336 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 42,519 $3.89M 0.04% +1,211 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 41,392 $3.79M 0.24% -431 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 41,054 $3.75M 0.03% +4,875 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 40,745 $3.73M +557 Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 40,480 $3.7M 2.19% +652 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 39,052 $3.57M 0.02% -504 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 38,939 $3.56M 3.5% -450 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,645 $3.53M -55,767 Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 37,616 $3.44M 1.44% -4,928 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 36,614 $3.35M 2.38% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 36,121 $3.3M 0.22% +1,788 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 35,858 $3.28M 0.36% +290 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 35,677 $3.26M 0.45% -705 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 35,073 $3.21M 0.99% +3,020 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 35,062 $3.21M 0.41% -1,358 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 34,992 $3.2M 2.06% +392 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 34,869 $3.19M 0.67% -231 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34,780 $3.18M 0.06% +481 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 34,752 $3.18M 0.04% -2,779 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 34,658 $3.17M 1.13% -13,858 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 34,510 $3.16M 0.19% -1,051 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 34,450 $3.15M 0.4% -652 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 34,167 $3.12M 0.63% -836 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 33,884 $3.1M 0.08% -681 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 33,420 $3.07M 0.5% -8,244 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,011 $3.02M 0.04% +1,287 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 32,061 $2.93M 0.29% -3,040 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,979 $2.92M 0.02% +2,624 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 31,487 $2.88M 2.63% +1,118 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 30,816 $2.82M 0.75% +3,490 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 30,628 $2.8M 2.55% +677 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 30,568 $2.8M 1.22% +2,100 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 30,177 $2.76M 0.31% -25 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 29,732 $2.72M 0.55% -737 13F-HR Timeline Long Island Wealth Management, Inc. 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More: the full row for Nikulski Financial, Inc. 27,550 $2.52M 0.6% -10,563 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,962 $2.47M 0.02% +994 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 26,903 $2.46M 0.24% -1,079 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 26,359 $2.41M 0.06% -556 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 26,247 $2.4M 0.97% -820 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 25,991 $2.38M 0.27% -945 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,759 $2.36M 0.01% +2,853 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. 25,700 $2.35M 0.01% +4,400 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 25,636 $2.34M <0.01% +5,948 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 25,526 $2.33M 1.06% +624 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 25,381 $2.32M 0.52% +2,557 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 24,919 $2.28M 1.1% +4,600 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 24,560 $2.25M 1.5% +4,251 13F-HR Timeline