MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 24,806,177 $2.28B 0.14% +2,047,165 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,406,971 $1.51B 0.11% -1,369,015 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,241,873 $1.21B 0.35% +104,931 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,395,107 $770M 0.14% +448,284 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,929,237 $728M 0.14% -283,834 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,705,391 $615M 0.13% +123,988 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,180,259 $475M -925,305 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,791,835 $440M 0.4% -94,379 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 4,594,158 $422M 2.97% +452,437 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,497,115 $413M 0.26% +2,287,314 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,170,594 $383M 0.12% +129,466 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,808,482 $349M 0.71% -1,969,293 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,164,652 $290M 0.88% +1,156,474 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 2,954,458 $271M 0.04% -1,040,227 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,843,810 $261M 0.78% +483,773 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,825,612 $259M 0.35% -564,353 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,658,234 $244M 0.28% +209,406 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 2,587,312 $237M +26,983 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,408,516 $221M 0.31% -292,383 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,344,759 $215M 1.64% +276,260 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,985,360 $182M 4.72% +681,347 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,879,535 $172M 6.24% +1,241,735 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,742,516 $160M 2.32% +570,492 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,690,558 $155M 0.3% +132,672 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,681,392 $154M <0.01% +32,851 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,613,569 $148M 0.65% -1,462,480 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 1,562,730 $143M 2.66% +1,286,774 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,389,004 $127M 0.1% -29,726 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,298,260 $119M 2.4% +22,687 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,281,414 $118M 0.03% -253,838 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,270,539 $117M 0.32% -244,546 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,225,999 $112M 0.24% -1,789,872 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,203,504 $110M 6.23% -1,331,501 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,067,035 $97.9M 8.56% +118,624 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,062,922 $97.5M 14.5% +639,480 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,028,220 $94.3M 0.06% +168,538 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,012,373 $92.9M 0.74% +275,339 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 999,858 $91.7M 0.45% +108,119 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 932,688 $85.6M 1.13% -438,728 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 929,940 $85.3M 5.96% -443,547 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 910,579 $83.5M 1.77% +23,677 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 874,392 $80.2M 0.26% -190,021 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 798,638 $73.3M 1.1% +115,260 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 783,921 $71.9M 2.7% -120,537 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 742,829 $68.2M 0.18% +177,234 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 741,282 $68M 0.09% -21,194 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 733,030 $67.3M 2.9% +18,915 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 661,562 $60.7M 0.1% -42,175 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 633,498 $58.1M 0.1% +343,713 13F-HR Timeline 12th Street Asset Management Company, L… More: the full row for 12th Street Asset Management Company, LLC 594,971 $54.6M 9.23% +97,245 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 590,577 $54.2M 0.06% -110,565 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 565,442 $51.9M 13.9% -100,601 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 554,238 $50.9M 0.02% +48,376 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 548,222 $50.3M 0.4% +7,348 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 545,837 $50.1M 2.88% +108,885 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 527,943 $48.4M 12.07% -20,380 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 523,865 $48.1M 17.11% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 522,327 $47.8M 4.3% +5,386 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 517,960 $47.5M 1.76% -65,226 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 514,574 $47.2M 0.06% -414,164 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 513,303 $47.1M 6.86% -3,390 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 503,608 $46.2M 6.72% -62,349 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 503,538 $46.2M 0.42% +235,870 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 479,182 $44M 0.19% +267,484 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 469,315 $43.1M 18.97% +54,010 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 463,846 $42.6M 0.62% -92,560 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 448,143 $41.1M 0.49% -3,502 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 446,128 $40.9M 0.9% -44,449 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 441,640 $40.5M 6.04% +410,635 13F-HR Timeline Bell Bank More: the full row for Bell Bank 440,112 $40.4M 1.75% -3,797 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 436,966 $40.1M 3.9% +153,668 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 434,045 $40M 0.26% +67,785 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 431,682 $39.6M 10.73% +384,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 429,210 $39.4M 0.18% -65,614 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 424,957 $39M 8.93% +19,392 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 418,366 $38.4M 4.04% +46,945 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 417,251 $38.3M 13.12% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 417,044 $38.3M 12.46% -81,075 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 412,271 $37.8M 3.58% +124,583 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 400,716 $36.8M 0.07% -36,484 13F-HR Timeline Group St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 400,341 $36.7M 23.68% +99,351 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 400,339 $36.7M 0.76% -153,024 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 396,493 $36.4M 1.75% -14,665 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 396,427 $36.4M 0.33% +331,413 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 391,885 $36M 0.21% +43,418 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 389,573 $35.7M 0.26% +31,894 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 385,234 $35.3M 3.85% -159,181 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 379,311 $34.8M 5.99% -36,335 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 375,924 $34.5M 9.45% +5,365 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 374,705 $34.4M 0.05% +19,232 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 372,690 $34.2M -72,248 Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 370,323 $34M 11.43% -10,067 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 365,761 $33.6M 1.84% +37,200 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 366,198 $33.6M 0.56% +4,377 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 364,906 $33.5M 15.48% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 363,192 $33.3M 1.32% +66,520 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 362,471 $33.3M 0.15% +13,069 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 361,883 $33.2M 10.23% +67,717 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 360,903 $33.1M 0.13% +35,439 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 351,638 $32.3M 0.25% +65,964 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 350,404 $32.1M 4.08% +71,457 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 349,561 $32.1M 9.18% -96,983 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 346,565 $31.8M 4.77% +34,151 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 342,091 $31.4M 1.47% +2,963 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 340,000 $31.2M 14.88% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 339,221 $31.1M 1.7% -54,197 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 339,682 $31.1M 5.28% -98,020 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 337,810 $31M 3.51% -1,138 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 334,013 $30.6M 23.71% +41,171 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 333,490 $30.6M 0.08% +198,179 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 332,696 $30.5M 5.48% +11,167 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 332,200 $30.5M 1.49% +18,298 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 329,221 $30.1M 0.05% -45,896 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 327,758 $30.1M 2.53% +196,548 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 320,419 $29.4M 5.46% +18,816 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 319,013 $29.3M 0.26% -31,842 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 316,883 $29.1M 0.5% +117,005 13F-HR Timeline Group UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 313,423 $28.8M 13.8% +11,853 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 312,777 $28.7M 0.16% +78,168 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 312,310 $28.7M 1.9% new 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 311,974 $28.6M 18.42% +433 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 310,558 $28.5M 0.43% +64,991 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 306,954 $28.2M 0.11% -4,453 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 294,853 $27.1M 13.02% +55,700 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 292,843 $26.9M 3.73% -43,358 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 293,583 $26.9M 16.2% -51,786 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 291,872 $26.8M 0.12% +121,022 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 287,396 $26.4M 0.4% +29,046 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 286,577 $26.3M 0.84% +1,919 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 286,510 $26.3M 0.02% -394,379 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 282,097 $25.9M 0.05% +218,516 13F-HR Timeline Group Capital World Investors More: the full row for Capital World Investors 282,044 $25.9M <0.01% -61,395 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 276,255 $25.3M 1.2% +45,371 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 275,397 $25.3M 0.24% +156,745 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 274,594 $25.2M 4% new 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 267,627 $24.6M 15.73% -282,582 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 266,795 $24.5M 17.79% -249,127 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 266,669 $24.5M 0.18% -4,848 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 265,562 $24.4M 0.11% +42,760 13F-HR/A Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 265,502 $24.4M 14.21% -59,932 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 263,587 $24.2M 0.44% +121,853 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 257,323 $23.6M 1.37% +48,951 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 256,516 $23.5M 0.15% -44,156 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 250,961 $23M 0.97% -189,507 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 248,302 $22.8M 2.46% -44,610 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 247,099 $22.7M 6.47% -33,466 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 245,697 $22.5M 1.17% -4,185 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 244,478 $22.4M 2.31% +10,425 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 242,310 $22.2M 0.01% -29,800 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 240,214 $22M 4.96% +2,320 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 236,706 $21.7M 5.1% -10,348 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 236,411 $21.7M 0.05% -25,912 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 235,707 $21.6M 0.02% +142,822 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 234,446 $21.5M 1.03% -5,074 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 233,706 $21.4M 14.08% -130,994 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 230,630 $21.2M 1.17% -37,393 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 228,322 $20.9M 2.06% -19,769 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 225,850 $20.7M 0.19% +52,305 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 219,502 $20.1M 2.05% +22,829 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,058 $19.6M 2.26% -216,809 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 213,234 $19.6M 0.45% -73,995 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 211,581 $19.4M 4.55% -83,677 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 209,707 $19.2M 4.43% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 209,863 $19.2M 3.02% -15,390 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 209,052 $19.2M 0.73% -239,815 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 208,094 $19.1M 0.73% +108,730 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 205,251 $18.8M 7.97% +44,063 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 203,167 $18.6M 3.01% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 203,000 $18.6M 0.06% -700 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 202,410 $18.6M 6.75% +91,726 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 202,406 $18.6M 0.03% +27,751 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 201,856 $18.5M 2.88% +160,876 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 201,312 $18.5M <0.01% -282,900 13F-HR/A Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 198,898 $18.2M 0.15% -61,516 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 198,764 $18.2M 2.26% -35,885 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 192,263 $17.6M 1.18% +75,754 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 192,154 $17.6M 0.01% +86,107 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 191,143 $17.5M 1.11% -405 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. 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