MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 373,690 $43.8M <0.01% -16,300 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 298,893 $35.1M -1,436 Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 296,032 $34.7M 0.86% -10,712 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 267,584 $31.4M 2.1% -29,138 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 265,300 $29.4M 0.09% +146,180 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 201,768 $23.7M 0.2% +9,099 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 152,700 $17.9M <0.01% -10,019 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/ 152,404 $17.9M <0.01% +7,348 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 151,021 $17.7M 0.26% +226 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 148,533 $17.4M 0.57% +3,843 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 146,677 $17.2M 0.17% +4,188 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 145,840 $17.1M 1.95% -3,232 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 138,497 $16.2M <0.01% +9,149 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 125,537 $14.7M 1.02% -5,444 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 119,073 $14M 0.37% +649 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 122,412 $13.8M 2.72% -1,065 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 117,610 $13.8M 0.04% -1,138 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 114,517 $13.4M 1.08% -2,139 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 106,440 $12.5M 0.08% -9,857 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 98,928 $11.6M 1.54% -1,308 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 98,727 $11.6M 6.58% -1,068 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 96,608 $11.3M 0.01% -1,784 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,918 $10.8M <0.01% +2,952 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 91,679 $10.8M 2.33% -3,393 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 87,995 $10.3M 4.07% +314 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 78,422 $9.2M 1.35% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 73,978 $8.68M 2.74% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 66,990 $7.86M 0.02% +1,583 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 64,533 $7.57M <0.01% +4,916 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 62,979 $7.39M -15,177 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,645 $7.23M 0.02% +466 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 59,921 $7.03M 0.13% +3,081 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,526 $7.01M 0.01% -661 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 54,407 $6.38M 2.3% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,301 $6.37M <0.01% -6,748 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 52,883 $6.2M 0.03% +503 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 52,789 $6.19M 0.44% -48 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 42,261 $4.96M 3.41% +2,464 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,301 $4.85M 0.09% -15 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 40,708 $4.78M 0.07% 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 40,441 $4.75M 1% +908 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,125 $4.37M <0.01% -176 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 34,908 $4.1M 0.78% -284 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 33,585 $3.94M 0.3% +14 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,539 $3.94M <0.01% +1,265 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 32,545 $3.82M 1.05% +63 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,030 $3.64M 0.3% +2,935 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 29,941 $3.51M <0.01% new 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 29,864 $3.5M 1.81% -46,223 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 29,187 $3.42M 1.08% -298 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 27,992 $3.28M 0.3% +10 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,300 $3.2M 0.39% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,563 $3M 0.01% +478 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,838 $2.91M <0.01% +46 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 24,488 $2.87M 1.53% +9 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 24,196 $2.84M 0.02% -1,146 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 24,114 $2.83M 0.14% +2,691 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,150 $2.6M <0.01% -3,196 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 22,067 $2.59M 0.44% -488 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,345 $2.58M 0.04% 0 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 20,461 $2.4M 1.7% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,279 $2.38M 0.07% +514 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,482 $2.29M <0.01% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 17,919 $2.1M <0.01% -95 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 17,848 $2.09M 0.95% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 17,424 $2.04M 0.11% -1,642 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,864 $1.98M <0.01% +130 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 16,861 $1.98M 0.4% -266 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,225 $1.9M 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,479 $1.82M 0.01% +352 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,240 $1.67M -6,040 Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 12,846 $1.51M 0.4% -4 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,814 $1.5M 0.14% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,791 $1.5M <0.01% +1,905 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 12,748 $1.5M 0 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,635 $1.48M <0.01% +846 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,562 $1.48M 0.24% -485 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,592 $1.48M <0.01% +2,661 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,228 $1.43M -205 Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,070 $1.42M 0.11% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 11,293 $1.33M 0.12% -777 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,119 $1.3M <0.01% -96 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,069 $1.3M <0.01% -73 13F-HR/A Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 11,024 $1.29M 0.53% +140 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 10,675 $1.25M 0.55% +1 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,533 $1.24M 0.38% -26 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,193 $1.2M <0.01% +625 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 10,159 $1.19M 0.16% +7,585 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,112 $1.19M 0.09% -984 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,056 $1.18M 0.05% +3,838 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,374 $1.1M 0.01% +11 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,265 $1.09M <0.01% -10,386 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,250 $1.08M <0.01% -34 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,666 $1.02M 0.01% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,171 $959K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,183 $959K <0.01% +2,104 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,883 $925K 0.01% -468 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,483 $878K 0.07% -93 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,458 $875K <0.01% +1,440 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7,078 $830K 0.53% +4,386 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,009 $822K 0.1% -325 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 6,652 $782K 0.36% +2,844 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 6,593 $774K 0.28% -7,775 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,577 $772K <0.01% +10 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,434 $755K 0.24% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,377 $748K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,839 $685K <0.01% -1,393 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,816 $682K 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,814 $682K 0.01% -310 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,679 $666K 0.25% -749 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,636 $661K <0.01% -2,350 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,596 $657K <0.01% +687 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,143 $603K <0.01% -162 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,020 $589K 0.02% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 4,818 $565K 0.2% -501 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,797 $558K 0.19% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,548 $534K 0.01% -197 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,520 $530K <0.01% 0 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,438 $521K 0.03% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,408 $517K <0.01% +279 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,329 $508K <0.01% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,261 $500K 0.04% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,260 $500K 0.05% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,122 $484K 0.03% +16 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,118 $483K 0.01% +10 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,986 $468K 0.03% +9 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,883 $456K 0.1% +16 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,673 $431K 0.11% -19 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,514 $412K 0.03% +628 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,414 $401K 0.06% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,326 $390K 0.36% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,200 $375K 0.11% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,176 $373K 0.15% +10 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,139 $368K 0.01% +13 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,130 $367K 0.05% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,030 $356K 0.01% -100 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,999 $352K 0.02% +4 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,977 $349K 0.1% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,967 $348K <0.01% +2,387 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,914 $342K <0.01% 0 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,754 $323K 0.02% +20 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,550 $299K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,441 $286K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,369 $278K 0.05% +10 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,390 $275K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,288 $268K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,280 $268K 0.01% -10 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,277 $267K 0.09% +123 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,252 $264K 0.03% +9 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,195 $258K 0.03% +32 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 2,185 $256K 0.05% +3 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 821 $252K 0.03% new 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,140 $251K 0.16% +5 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,127 $249K 0.02% -21 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,120 $249K <0.01% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,082 $244K 0.11% -116 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 2,040 $239K 0.12% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,000 $235K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,000 $235K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,995 $234K 0.01% +947 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,992 $234K <0.01% -23 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,912 $224K 0.01% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,891 $222K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,881 $221K 0.03% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,870 $219K <0.01% +5 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,870 $219K 0.01% +103 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,843 $214K 0.08% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,786 $210K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,762 $207K 0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,761 $207K 0.02% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,746 $205K 0.02% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,738 $204K 0.09% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,058 $201K 0.06% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,600 $188K 0.07% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,516 $178K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,248 $146K 0.02% -34 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,216 $143K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,202 $141K 0.06% -4 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,158 $136K 0.11% 0 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,068 $125K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,066 $125K <0.01% -29 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 891 $105K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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