MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 29,155,721 $2.67B 0.14% -1,303,051 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/ 16,503,919 $1.51B 0.1% -2,368,627 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 15,528,204 $1.42B 0.32% -1,248,132 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 9,121,120 $836M +769,848 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,400,726 $770M 0.13% +205,424 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,879,830 $722M 0.12% -184,251 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,550,817 $509M 0.18% +556,534 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,372,088 $492M 0.41% +574,187 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 4,976,098 $456M 2.28% +993,850 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,841,863 $444M -2,701,203 Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 4,705,270 $431M 19.23% -3,084,891 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,600,259 $422M 0.72% -1,107,062 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,581,240 $420M 0.11% -798,673 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,256,087 $390M 1.8% -521,112 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,645,961 $334M 2.08% +81,603 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 3,379,631 $310M 0.06% +468,565 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,300,147 $302M 2.28% -207,671 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,263,555 $299M 0.46% -623,006 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,856,988 $262M 0.24% -1,491,963 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 2,823,872 $259M -5,200 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,449,046 $224M 0.26% +50,768 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,168,459 $199M 2.33% +172,568 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,150,273 $197M 4.11% +232,381 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,982,472 $182M 0.7% -59,577 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,958,249 $179M 0.4% -690,668 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,924,690 $176M 1.31% +177,873 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 1,777,681 $163M 16.75% +789,899 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,688,043 $155M 15.04% +1,501,159 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,668,884 $153M 0.91% +219,829 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,567,069 $144M 0.22% +59,922 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,518,042 $139M 9.51% +199,400 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,389,067 $127M 0.07% -21,854 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,306,951 $120M 0.02% -1,630,165 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,193,558 $109M 0.13% +55,058 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,137,302 $104M 1.99% -158,792 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 1,100,998 $101M 3.34% +222,947 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,093,403 $100M 8.15% -162,910 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 1,077,155 $98.7M 0.16% -286,255 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,076,208 $98.6M 0.05% -107,704 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 982,494 $90M 3.75% -287,529 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 951,255 $87.2M 0.11% +104,337 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 919,624 $84.3M 0.04% +520,539 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 906,892 $83.1M 63.51% +189,905 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 881,426 $80.8M 0.37% -5,297 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 841,692 $77.1M 0.79% -241,926 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 830,390 $76.1M 1.21% -3,079 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 786,316 $72.1M 0.09% +142,039 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 727,796 $66.7M 0.09% +113,318 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 724,608 $66.4M 3.49% +136,832 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 704,593 $64.6M 0.48% +315,563 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 698,509 $64M 0.76% -12,062,070 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 681,629 $62.5M 0.07% -497,808 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 680,372 $62.4M 0.1% +279,369 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 679,771 $62.3M 0.62% -576,421 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 677,106 $62M 0.39% +159,555 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 662,930 $60.8M 0.61% -62,390 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 654,789 $60M 2.17% +21,676 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 641,290 $58.8M 2.11% +144,860 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 638,969 $58.6M +51,241 Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 615,651 $56.4M 0.52% +55,891 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. 613,230 $56.2M 0.11% -77,770 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 603,390 $55.3M 0.03% +413,182 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 600,968 $55.1M 0.07% +286,377 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 592,581 $54.3M 0.35% +7,234 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 590,260 $54.1M 0.62% +177,924 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 588,856 $54M 0.11% +38,813 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 571,699 $52.4M 0.1% -14,419 13F-HR Timeline 12th Street Asset Management Company, L… More: the full row for 12th Street Asset Management Company, LLC 562,486 $51.5M 7.34% +152,724 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 557,601 $51.1M 6.58% +32,572 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 550,727 $50.5M 3.11% -58,411 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 539,532 $49.3M 4.06% +10,144 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 527,732 $48.4M 4.03% +22,250 13F-HR/A Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 517,151 $47.4M 4.15% +27,655 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 509,900 $46.7M 0.74% -186,177 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 507,570 $46.5M 13.77% +195,713 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 500,304 $45.8M 0.23% +70,642 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 500,157 $45.8M 0.19% +49,698 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 498,380 $45.7M 6.71% +40,036 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 496,763 $45.5M 5.32% -40,658 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 494,011 $45.3M 1.78% +48,689 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 486,811 $44.6M 3.86% +16,743 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 469,315 $43M 17.63% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 468,582 $42.9M 8.98% +142,880 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 468,486 $42.9M 9.17% -30,896 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 462,954 $42.4M 0.16% +59,953 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 458,902 $42.1M 3.81% +409,508 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 457,506 $41.9M 0.58% +4,422 13F-HR Timeline Group Capital World Investors More: the full row for Capital World Investors 446,094 $40.9M <0.01% -32,057 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 440,741 $40.4M 0.15% -4,620 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 431,114 $39.5M 4.64% -19,301 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 430,788 $39.5M 0.22% -20,143 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 418,822 $38.4M 17.53% +31,575 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 409,487 $37.5M 0.32% -1,288,062 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 405,781 $37.2M 3.47% +159,679 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 404,120 $37M 1.03% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 395,879 $36.3M 0.57% +16,886 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 392,492 $36M 0.01% -79,740 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 387,141 $35.5M 0.08% -213,473 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 383,913 $35.2M 7.05% -57,238 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 382,859 $35.1M 1.18% -96,508 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 382,700 $35.1M 6.05% +5,728 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 382,476 $35.1M -186,421 Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 381,182 $34.9M 8.55% -20,500 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 379,938 $34.8M 2.93% -147,416 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 375,328 $34.4M 9.33% +63 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 374,163 $34.3M 25.9% +3,879 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 367,539 $33.7M 6.08% -167,836 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 366,203 $33.6M 2.03% -30,223 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 363,706 $33.3M 12.57% +92,320 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 363,392 $33.3M 1.53% -205,783 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 361,403 $33.1M 1.59% +23,100 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 356,604 $32.8M 1.5% -34,669 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 350,741 $32.1M 1.57% +10,264 13F-HR Timeline Night Owl Capital Management, LLC More: the full row for Night Owl Capital Management, LLC 345,464 $31.7M 3.32% +90,023 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 330,375 $30.3M 0.56% +28,277 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 329,500 $30.2M 2.16% +268,400 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 326,284 $29.9M 4.43% -11,800 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 325,208 $29.8M 0.09% -136,008 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 324,526 $29.7M 12.32% -315,512 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 321,439 $29.5M 2.55% -194,574 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 321,138 $29.4M 12.11% -6,623 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 319,157 $29.2M 0.27% +23,046 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 317,808 $29.1M 3.17% +91,337 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 316,889 $29M 0.03% -70,553 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 316,700 $29M 0.19% +13,144 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 312,905 $28.7M 4.58% -64,721 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 310,570 $28.5M 0.87% -81,289 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 308,669 $28.3M 0.67% -57,483 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 307,585 $28.2M 0.53% -30,475 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 307,308 $28.2M 9.37% -350,994 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 300,759 $27.6M 2.65% -194,574 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 300,149 $27.5M 2.67% +274,206 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 296,158 $27.1M 0.9% -352,556 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 295,197 $27.1M 0.13% +62,588 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 294,898 $27M 0.21% +38,074 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 294,386 $27M 3.93% -5,317 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 293,809 $26.9M <0.01% -3,459 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 292,420 $26.8M 2.54% +274,034 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 318,129 $26.3M 0.04% -28,169 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 283,610 $26M 4.77% +12,663 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 282,847 $25.9M 7.43% -5,637 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 281,079 $25.8M 5.14% +19,181 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 279,583 $25.6M +36,926 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 278,881 $25.6M 0.16% -26,091 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 272,895 $24.9M 3.62% +172,287 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 269,465 $24.7M 0.78% +11,786 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 268,466 $24.6M 4.2% +58,372 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 265,621 $24.3M 10.45% -140,250 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 263,609 $24.2M 0.35% +39,283 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 261,308 $23.9M -396,642 Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 259,806 $23.8M 0.15% +6,600 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 259,063 $23.7M 2.18% +33,785 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 256,227 $23.5M +12,371 Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 255,781 $23.4M 12.69% -274,173 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 252,727 $23.2M 2.12% -940 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 251,603 $23.1M 2.04% +8,096 13F-HR Timeline Bitwise Funds Trust More: the full row for Bitwise Funds Trust 247,238 $22.7M 5.32% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 246,825 $22.6M 0.46% +94,054 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 246,472 $22.6M +121,419 Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 244,398 $22.4M 4.65% -503 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 239,517 $21.9M 0.04% -2,336 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 238,945 $21.9M 2.31% -10,767 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 237,190 $21.7M 0.08% -155,212 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 236,443 $21.7M 0.26% -28,125 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 236,353 $21.7M 0.27% +24,238 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 236,328 $21.7M 0.03% -19,021 13F-HR/A Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 231,926 $21.3M 1.93% -17,740 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 231,565 $21.2M 1.82% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 230,055 $21.1M 0.01% -107,177 13F-HR Timeline Group KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 228,765 $21M 5.76% -23,139 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 228,445 $20.9M 1.33% -53,118 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 227,011 $20.8M 2.78% +47,825 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 226,422 $20.7M 0.32% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 223,216 $20.5M 0.6% +124,009 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 222,603 $20.4M 4.53% +143,402 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 220,325 $20.2M 4.26% +209,909 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 216,428 $19.8M 2.12% -69,305 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. 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