MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 389,990 $39.7M <0.01% +39,284 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 306,744 $31.2M 0.89% -4,886 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 300,329 $30.6M -671 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 296,722 $30.2M 2.26% -12,751 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 192,669 $19.6M 0.21% +13,901 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 162,719 $16.6M <0.01% +99,193 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 150,795 $15.3M 0.25% +4,448 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 149,072 $15.2M 1.99% -843 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/ 145,056 $14.8M <0.01% +8,755 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 144,690 $14.7M 0.58% -26,731 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 142,489 $14.5M 0.16% -26,282 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 130,981 $13.3M 1.07% -6,399 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 129,348 $13.2M <0.01% +664 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 123,477 $12.6M 2.67% -2,576 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 119,120 $12.1M 0.06% -127,618 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 118,748 $12.1M 0.03% -1,307 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 118,424 $12M 0.34% +3,172 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 116,656 $11.9M 1.19% -3,784 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 116,297 $11.8M 0.09% -31,067 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 100,236 $10.2M 1.65% -1,290 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 99,795 $10.2M 6.55% +2,004 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,392 $10M 0.01% -16,435 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 95,072 $9.67M 2.42% +238 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 88,966 $9.05M <0.01% +59,371 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 87,681 $8.92M 3.85% -1,290 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 78,422 $7.98M 1.29% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 78,156 $7.95M -12,710 Timeline Code Waechter LLC More: the full row for Code Waechter LLC 76,087 $7.74M 4.6% +2,422 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 72,749 $7.4M 0.02% -3,220 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 65,407 $6.65M 0.03% -7,076 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 61,187 $6.25M 0.01% -40,359 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,179 $6.22M 0.02% -19,388 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 61,049 $6.21M <0.01% +524 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 59,617 $6.07M <0.01% +1,076 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 56,840 $5.78M 0.12% +1,556 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 52,837 $5.38M 0.44% +7,111 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 52,380 $5.33M 0.03% +9,067 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 51,954 $5.29M 0.06% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,316 $4.2M 0.09% -85 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 39,797 $4.05M 3.19% +3,129 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 39,533 $4.02M 1.01% -225 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,301 $3.8M <0.01% -449 13F-HR/A Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 35,192 $3.58M 0.76% +3,370 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 33,571 $3.42M 0.29% -402 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 32,482 $3.3M 1.14% -440 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,274 $3.28M <0.01% +7,460 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,880 $3.14M 0.1% +392 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 29,485 $3M 1.02% -10,490 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 28,095 $2.88M 0.3% +3,661 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 27,982 $2.85M 0.3% +60 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,346 $2.58M <0.01% -983 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,345 $2.58M 0.04% -16,827 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 25,342 $2.58M 0.02% -3,712 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 25,085 $2.55M 0.01% -226 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 24,479 $2.49M 1.46% -186 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,792 $2.47M <0.01% +19 13F-HR/A Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 22,555 $2.29M 0.41% -1,032 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 21,423 $2.18M 0.12% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 20,280 $2.06M +271 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,765 $2.01M 0.07% +718 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 19,651 $2M <0.01% -350 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,482 $1.98M <0.01% 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 19,066 $1.94M 0.11% -1,343 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,014 $1.83M <0.01% 0 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 17,848 $1.82M 0.88% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 17,127 $1.74M 0.36% +1,249 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,734 $1.7M <0.01% -515 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,300 $1.66M 0.19% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,225 $1.65M 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,127 $1.54M 0.01% -870 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 14,368 $1.46M 0.63% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 13,047 $1.45M 0.24% -478 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 12,850 $1.31M 0.4% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,814 $1.3M 0.16% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 12,748 $1.3M +4,191 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,433 $1.26M -47 Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 12,070 $1.23M 0.13% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,070 $1.23M 0.11% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,789 $1.2M <0.01% -1,139 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,215 $1.14M <0.01% -1,870 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,096 $1.13M 0.08% -632 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,142 $1.12M <0.01% -1,543 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,886 $1.11M <0.01% new 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 10,884 $1.11M 0.54% -160 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 10,674 $1.09M 0.57% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,559 $1.07M 0.37% +6 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,931 $1.01M <0.01% +1,124 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,568 $973K <0.01% -194 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,363 $953K 0.01% +943 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,284 $945K <0.01% -81 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,666 $882K 0.01% -1,853 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,351 $850K 0.01% -266 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,171 $831K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,986 $812K <0.01% +2,199 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,576 $771K 0.08% +19 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,334 $746K 0.08% +6 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,232 $736K <0.01% -3,440 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,567 $668K <0.01% +955 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,502 $662K 0.05% +2,789 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,434 $655K 0.27% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 6,428 $654K 0.29% -95 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,377 $649K 0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,218 $633K 0.02% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,018 $612K <0.01% -502 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,079 $607K <0.01% +2,702 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,124 $599K 0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,816 $592K 0.01% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 5,319 $541K 0.23% -896 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,305 $540K 0.01% -845 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,909 $499K <0.01% -266 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,438 $487K 0.03% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,745 $483K 0.01% +338 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,472 $455K <0.01% -16 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,520 $442K <0.01% +173 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,261 $434K 0.04% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,258 $433K 0.05% -1,365 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,129 $420K <0.01% -4,682 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,108 $418K 0.01% -115 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,106 $418K 0.03% +17 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,977 $405K 0.04% +8 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,867 $393K 0.1% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,808 $387K 0.18% +25 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,735 $380K 0.02% -171 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,692 $376K 0.1% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,414 $347K 0.07% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,200 $326K 0.11% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,166 $322K 0.14% +99 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,130 $318K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,126 $318K 0.01% new 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,058 $311K <0.01% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,995 $305K 0.02% +5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,977 $303K 0.1% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,914 $296K <0.01% 0 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,886 $294K 0.03% +284 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,734 $278K 0.02% -213 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,692 $274K 0.18% +395 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,639 $268K 0.01% -34 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,574 $262K 0.05% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,390 $262K <0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,550 $259K 0.02% +65 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,441 $248K 0.01% +124 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,359 $240K 0.05% +9 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,290 $233K 0.01% -32 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,254 $229K <0.01% -30 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,243 $228K 0.02% +4 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,198 $224K 0.13% -75 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 2,182 $222K 0.04% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,163 $220K 0.03% +29 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,154 $219K 0.09% -205 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,135 $217K 0.15% +10 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,148 $214K 0.1% +594 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,058 $209K 0.06% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,015 $205K <0.01% -87 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,000 $203K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,000 $203K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,982 $202K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,865 $190K <0.01% +4 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,767 $180K 0.01% +154 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,762 $179K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,600 $163K 0.07% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,516 $154K 0.03% -2 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,388 $141K 0.09% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,282 $130K 0.02% -3 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,206 $123K 0.06% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,158 $118K 0.11% -22 13F-HR/A Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,095 $111K <0.01% 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,068 $109K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,048 $107K 0.01% +464 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 891 $90.7K 0.05% -40 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 807 $82.1K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 781 $79.5K <0.01% -235 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 734 $74.7K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 723 $73.8K 0.01% -23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 692 $70.4K <0.01% +64 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 580 $59K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 495 $50.4K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 484 $49.2K 0.02% +48 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 408 $41.5K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 360 $36.6K <0.01% -9 13F-HR/A Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 357 $36.3K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 348 $35.4K <0.01% 0 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 348 $35.4K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 343 $34.9K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 340 $34.6K <0.01% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 324 $33K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 258 $26.2K 0.01% -1,205 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 246 $24.5K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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