MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 350,706 $34.3M <0.01% -374 13F-HR/A Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 311,630 $30.5M 0.88% -21,664 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 309,473 $30.3M 2.24% +3,118 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 301,000 $29.4M -3,064 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 246,738 $24.1M 0.14% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 178,768 $17.5M 0.2% new 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 171,421 $16.8M 0.54% -458 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 168,771 $16.5M 0.19% -471 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 149,915 $14.7M 2.04% -2,639 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 147,364 $14.4M 0.1% +40,921 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 146,347 $14.3M 0.23% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 137,380 $13.4M 1.1% -19,732 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/ 136,301 $13.3M <0.01% +1,625 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 128,684 $12.6M <0.01% -837 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 126,053 $12.3M 2.42% +1,559 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 120,440 $11.8M 1.21% -4,731 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 120,055 $11.7M 0.03% +14 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 115,252 $11.3M 0.35% +10,982 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 114,827 $11.2M 0.02% -16,589 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 101,546 $10.3M 0.01% +6,332 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 101,526 $9.93M 1.61% -2,383 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 97,791 $9.56M 5.79% +1,175 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 94,834 $9.27M 2.33% +3,385 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 90,866 $8.88M -1,330 Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 88,971 $8.7M 3.93% -384 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 80,567 $7.88M 0.02% +301 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 78,422 $7.67M 1.25% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 75,969 $7.43M 0.02% -6,857 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 73,665 $7.2M 4.62% +1,007 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 72,483 $7.09M 0.03% -837 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 63,526 $6.21M <0.01% -64,476 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 60,525 $5.92M <0.01% -173,627 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 58,541 $5.72M <0.01% -771 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 55,284 $5.4M 0.12% -1,604 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 45,726 $4.47M 0.36% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 43,313 $4.23M 0.03% +2,972 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 42,172 $4.12M 0.07% +1,791 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,401 $4.05M 0.09% +497 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 40,995 $4.01M 0.07% +1,169 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 39,975 $3.95M 1.37% -13,770 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 39,758 $3.89M 0.97% -4,272 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,750 $3.69M <0.01% -483 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 36,668 $3.59M 3.11% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 33,973 $3.32M 0.28% -77 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 32,922 $3.22M 1.14% +231 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 31,822 $3.11M 0.7% +6,249 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,488 $2.98M 0.09% +7 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 29,595 $2.89M <0.01% +5,016 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 29,054 $2.84M 0.02% +3,182 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 27,922 $2.73M 0.28% +117 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,329 $2.57M <0.01% -467 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,311 $2.47M 0.01% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,814 $2.43M <0.01% -3,174 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,773 $2.42M <0.01% +135 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 24,665 $2.41M 1.48% +1,354 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 24,434 $2.39M 0.32% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 23,587 $2.31M 0.42% -603 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 20,753 $2.22M 1.76% 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 20,409 $2M 0.11% -2,355 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 20,009 $1.96M -10,511 Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,001 $1.96M <0.01% +315 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,047 $1.86M 0.06% +807 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,014 $1.76M <0.01% -1,177 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 17,931 $1.75M <0.01% +14,618 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 17,848 $1.74M 0.87% -3,560 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,249 $1.69M <0.01% -2,812 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,300 $1.59M 0.18% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,225 $1.59M 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,997 $1.56M 0.01% -3,009 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 15,941 $1.56M <0.01% new 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 15,878 $1.55M 0.31% -1,890 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 15,570 $1.52M 0.37% -347 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 13,525 $1.38M 0.25% -180 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,085 $1.28M <0.01% -578 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,928 $1.26M <0.01% -629 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 12,850 $1.26M 0.42% 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,814 $1.25M 0.16% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,685 $1.24M <0.01% new 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,480 $1.22M -16 Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 12,070 $1.18M 0.12% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,070 $1.18M 0.11% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,728 $1.15M 0.07% -1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 11,044 $1.08M 0.52% -460 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,672 $1.04M <0.01% +1,106 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,553 $1.03M 0.37% +42 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,519 $1.03M 0.01% +1,853 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,762 $954K <0.01% +650 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,365 $916K <0.01% +735 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,811 $861K 0.01% -239 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,807 $861K <0.01% +1,252 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,617 $842K 0.01% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,557 $837K +1,763 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,420 $823K 0.01% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,171 $799K 0.02% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,557 $739K 0.07% -311 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,328 $716K 0.07% +1,478 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 6,523 $638K 0.27% -1,535 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,520 $637K <0.01% +578 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,377 $623K 0.01% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,215 $608K 0.26% +33 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,150 $601K 0.01% -372 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,124 $599K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,816 $569K 0.01% -127 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,787 $566K <0.01% -258 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 5,623 $550K 0.06% +12 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,612 $549K <0.01% -1,234 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,175 $506K <0.01% -605 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,488 $439K <0.01% -138 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,438 $434K 0.03% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,407 $431K 0.01% -53 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,347 $425K <0.01% +182 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 4,301 $420K <0.01% -1,448 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,261 $417K 0.04% -22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,223 $413K 0.01% -10 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,089 $400K 0.03% +22 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,969 $388K 0.04% +16 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,906 $382K 0.02% -232 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,783 $370K 0.17% +710 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,713 $363K 0.03% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,692 $361K 0.1% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,414 $334K 0.06% -165 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,377 $330K <0.01% +188 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,200 $313K 0.1% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,130 $306K 0.01% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,067 $300K 0.13% +57 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,990 $292K 0.02% +20 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,977 $291K 0.1% -129 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,947 $288K 0.03% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,914 $285K <0.01% 0 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 2,689 $263K 0.07% -1,308 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,673 $261K 0.01% -246 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,602 $254K 0.02% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,530 $247K 0.01% -7,071 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,485 $243K 0.02% -62 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,456 $240K 0.01% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,359 $231K 0.1% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,350 $230K 0.05% -262 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,322 $227K 0.01% -211 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,317 $227K 0.01% +177 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,297 $225K 0.15% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,284 $223K <0.01% +2,252 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,273 $222K 0.14% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,239 $219K 0.02% -1,032 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,134 $209K 0.03% new 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,125 $208K 0.12% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,102 $205K <0.01% 0 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,058 $201K 0.06% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,861 $182K <0.01% +6 13F-HR/A Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,762 $172K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,613 $158K 0.01% -134 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,600 $156K 0.07% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,554 $153K 0.09% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,518 $148K 0.04% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,463 $143K 0.07% +6 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,344 $131K 0.02% +8 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,285 $125K 0.02% +858 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,206 $118K 0.06% -1,479 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,180 $115K 0.11% 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,068 $104K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,016 $99.3K 0.01% +720 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 981 $95.9K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 931 $91K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 807 $78.9K 0.02% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 746 $74.5K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 734 $71.8K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 628 $61.4K <0.01% +486 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 619 $60.5K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 584 $57.1K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 580 $56.7K <0.01% -1 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 495 $48.4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 438 $42.8K <0.01% -324 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 436 $42.7K 0.02% +108 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 369 $36.1K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 352 $34.4K 0.02% +47 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 348 $34K <0.01% 0 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 348 $34K 0.03% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 345 $33.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 343 $33.5K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 324 $31.7K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 246 $24.3K <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 235 $23K 0.02% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 216 $21.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 208 $20.3K <0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $19.6K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 181 $17.7K <0.01% +10 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 174 $17.1K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 141 $13.7K <0.01% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 136 $13.3K <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 120 $11.7K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 118 $11.5K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 114 $11.1K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. 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