JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 74,584,868 $6.51B 0.41% -1,641,172 13F-HR/A Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 940,556 $82M 0.95% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 600,291 $52.4M 0.03% -86,899 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 507,656 $44.3M 0.09% -21,675 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 466,781 $40.7M 0.01% +1,442 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. 446,406 $38.9M 0.12% -39,709 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 420,531 $36.7M 0.04% +30,827 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 398,585 $34.6M 0.61% +17,328 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 392,859 $34.3M 1.39% +92,538 13F-HR/A Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 224,940 $19.6M 10.61% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 158,528 $13.8M <0.01% +7,206 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 150,580 $13.1M <0.01% +4,308 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 143,417 $12.5M 0.78% +9,228 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 127,452 $11.1M 0.62% +1,139 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 105,206 $9.18M <0.01% +344 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 102,327 $8.93M <0.01% +3,844 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 97,435 $8.5M <0.01% -6,608 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 95,028 $8.29M 0.01% -3,630 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/ 93,503 $8.16M <0.01% +4,150 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 82,826 $7.22M <0.01% +19,077 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 80,870 $7.05M 0.29% +45,559 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 78,768 $6.87M 0.1% +912 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 76,367 $6.66M 0.09% -4,937 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 73,068 $6.37M 0.01% +63,339 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 67,572 $5.89M 0.01% +925 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 63,560 $5.54M 0.34% -10,580 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 49,575 $4.32M 0.5% +2,997 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 45,014 $3.93M 0.21% +1,566 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 42,637 $3.72M 0.01% +514 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 38,484 $3.36M 0.04% -196 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 38,398 $3.35M 0.12% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,922 $2.96M <0.01% -48,673 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,613 $2.84M <0.01% +2,278 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,581 $2.75M <0.01% -11,563 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 31,015 $2.71M <0.01% -36 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 28,743 $2.51M 0.79% +639 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,854 $2.08M 0.01% -759 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,363 $1.95M 0.07% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,273 $1.94M <0.01% -1,538 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 21,013 $1.83M <0.01% +2,772 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 20,708 $1.81M 0.01% -375 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 18,284 $1.59M 0.12% -52 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 17,535 $1.53M 1.36% +4,327 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 17,530 $1.53M 0.96% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 17,142 $1.49M <0.01% -7,731 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,919 $1.48M <0.01% -956 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 16,813 $1.47M 0.53% +1,064 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 15,740 $1.37M 0.02% +12,222 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,314 $1.34M <0.01% +11 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,585 $1.32M 0.03% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,413 $1.17M <0.01% +1,485 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,339 $1.16M <0.01% -468 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,327 $1.16M <0.01% +897 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,535 $1.01M 0.05% +347 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,752 $994K 0.01% +6,692 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,676 $931K 1.21% +10 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,472 $913K 0.03% +1,906 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,049 $877K <0.01% +323 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,982 $873K <0.01% -174,635 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,670 $844K <0.01% +1,722 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,587 $836K <0.01% -159 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,823 $770K 0.03% +5 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,228 $718K 0.03% -205 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,219 $717K 0.03% +39 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,085 $705K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,659 $668K 0.04% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,566 $665K <0.01% +386 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 7,091 $619K 0.23% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,000 $611K 0.33% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,959 $607K 0.07% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,677 $582K 0.01% +178 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,305 $550K 0.02% -76 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,963 $518K 0.01% -619 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,911 $516K 0.03% +39 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,907 $515K 0.05% -2,362 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,872 $512K <0.01% +184 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,827 $508K <0.01% +1,938 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 5,760 $502K 0.25% +25 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,741 $501K 0.31% +22 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,692 $497K <0.01% -233 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,346 $466K <0.01% -132 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,293 $462K <0.01% +556 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,278 $460K <0.01% +943 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,265 $459K <0.01% -113 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,197 $453K 0.06% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,139 $448K <0.01% +3 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,033 $439K <0.01% +252 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,026 $438K <0.01% -273 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,990 $435K 0.23% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,697 $410K <0.01% +96 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,513 $394K <0.01% +166 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,434 $387K <0.01% -1,627 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,325 $377K 0.04% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,236 $370K <0.01% -122 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,026 $351K 0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,833 $334K <0.01% -311 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,810 $332K <0.01% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,729 $325K 0.05% new 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,639 $317K 0.37% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,610 $315K <0.01% +3,414 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,594 $314K 0.04% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,592 $313K <0.01% new 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,512 $306K <0.01% -64 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,487 $304K <0.01% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,364 $293K 0.05% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,319 $290K 0.05% -1,520 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,221 $281K 0.11% -947 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,151 $275K 0.04% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,132 $273K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,122 $272K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,052 $266K <0.01% -66 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,047 $266K <0.01% +509 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 3,042 $265K 0.2% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,936 $256K 0.05% -229 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,744 $239K <0.01% -115,254 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,706 $236K <0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,669 $233K 0.02% +1 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,599 $227K <0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,592 $226K 0.01% -179 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,385 $208K <0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,369 $207K 0.02% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,344 $204K 0.04% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,100 $183K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,832 $160K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,823 $159K <0.01% -137 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,742 $152K <0.01% -24 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,358 $118K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,333 $116K <0.01% +549 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,300 $113K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,181 $103K 0.01% -79 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 883 $77K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 839 $73.2K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 811 $70.7K <0.01% +158 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 776 $67.5K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 752 $65.6K <0.01% +50 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 662 $57.7K <0.01% 0 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 618 $53.9K <0.01% -4 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 580 $50.6K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 580 $50.6K <0.01% +332 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 571 $49.8K <0.01% +287 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 555 $48.4K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 553 $48.2K <0.01% +88 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 548 $47.8K <0.01% +7 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 540 $47.1K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 513 $44.7K <0.01% -38 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 492 $42.9K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 488 $42.6K <0.01% +483 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 483 $42.1K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 460 $40.1K <0.01% -1,601 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 404 $35.2K <0.01% +8 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 400 $34.9K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 363 $31.7K <0.01% -213 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 330 $28.8K <0.01% -60 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 324 $28.3K 0.01% -156,743 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 240 $20.7K <0.01% +211 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 227 $20K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 229 $20K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 224 $19.5K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 220 $19.2K <0.01% +52 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 214 $18.7K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 205 $17.9K <0.01% 0 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 199 $17.4K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 196 $17.1K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 188 $16.4K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 166 $14.5K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 162 $14.1K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 152 $13.3K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 152 $13.3K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 131 $11.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 126 $11K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 121 $10.5K <0.01% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 105 $9.16K <0.01% -203 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 102 $8.9K <0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 91 $7.94K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 88 $7.68K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 81 $7.07K <0.01% 0 13F-HR/A Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 81 $7.07K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 79 $6.89K <0.01% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 72 $6.28K <0.01% +17 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 71 $6.19K <0.01% +31 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 67 $5.84K <0.01% -3 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 62 $5.41K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57 $4.99K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. 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