MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 30,458,772 $2.79B 0.17% +6,642,801 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/ 18,872,546 $1.73B 0.13% +2,438,044 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 16,776,336 $1.54B 0.41% +3,601,119 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,760,579 $1.17B 19.13% +12,057,490 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 8,351,272 $765M +146,313 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,195,302 $751M 0.15% +1,210,160 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,064,081 $739M 0.14% -104,054 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 7,790,161 $714M 34.51% +5,342,129 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,543,066 $691M +4,239,123 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,707,321 $523M 1.07% +4,246,874 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,379,913 $493M 0.15% +1,193,671 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,994,283 $458M 0.21% +377,209 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,797,901 $440M 0.4% +134,454 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,777,199 $438M 2.03% +766,731 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,348,951 $399M 0.42% +1,487,570 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,982,248 $365M 2.01% -826,097 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,886,561 $356M 0.62% -55,844 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,564,358 $325M 2.28% +823,025 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,507,818 $321M 2.34% +3,370,946 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,937,116 $269M 0.06% +1,468,909 13F-HR/A Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 2,911,066 $267M 0.06% -279,360 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 2,829,072 $259M +62,714 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,648,917 $243M 0.63% +953,193 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,630,828 $241M 0.63% +159,750 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,398,278 $220M 0.32% +164,926 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,206,436 $202M 30.36% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,106,472 $192M 2.15% +2,037,332 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,042,049 $187M 0.84% +613,914 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,995,891 $183M 2.51% +425,648 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,917,892 $176M 4.16% -79,547 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,746,817 $160M 1.2% +192,079 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,697,549 $156M 1.7% +1,484,628 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,592,652 $146M 4.23% +1,592,648 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,507,147 $138M 0.24% -33,557 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,449,055 $132M 0.85% +1,089,312 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,410,921 $129M 0.09% +15,883 13F-HR Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 1,363,410 $125M 0.21% +651,127 13F-HR/A Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,318,642 $121M 9.15% +220,599 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,296,094 $119M 2.57% +71,635 13F-HR/A Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 1,270,023 $116M 3.09% -142,979 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,256,313 $115M 9.9% +265,522 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,256,192 $115M 1.29% +1,074,082 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,183,912 $108M 0.07% +127,474 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,179,437 $108M 0.13% +301,197 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,138,500 $104M 0.14% +231,055 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,083,618 $99.3M 1.23% +171,116 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,044,993 $95.8M 10.17% +468,505 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 1,016,257 $93.1M 2.14% +952,234 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 987,782 $90.5M 11.66% +323,670 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/ 944,219 $86.5M 0.09% +564,490 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 935,238 $85.7M <0.01% -651,978 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 886,723 $81.3M 0.38% +36,122 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 878,051 $80.5M 2.44% +47,102 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 846,918 $77.6M 0.11% +108,571 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 833,469 $76.4M 2.45% +83,230 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 830,484 $76.1M 1.32% +799,191 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 725,320 $66.5M 0.76% +332,437 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 716,987 $65.7M 57.91% +592,827 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 696,077 $63.8M 1.16% +38,417 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. 691,000 $63.3M 0.18% +203,000 13F-HR/A Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 673,338 $61.7M 6.54% +324,108 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 658,302 $60.3M 21.09% -176,149 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 657,950 $60.3M +630,922 Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 648,714 $59.4M 1.83% +646,518 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 644,277 $59M 0.08% -119,491 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 640,038 $58.7M 31.51% +403,427 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 633,113 $58M 2.22% +89,565 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 614,478 $56.3M 0.09% -68,836 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 609,138 $55.8M 4.07% -100,629 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 600,614 $55M 0.17% -802,364 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 587,776 $53.9M 3.14% +19,524 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 587,728 $53.9M +97,221 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 586,118 $53.7M 0.13% +397,418 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 585,347 $53.6M 0.4% +22,387 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 577,062 $52.9M 0.54% +565,791 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 569,175 $52.2M 2.74% +269,448 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 568,897 $52.1M 0.07% +460,310 13F-HR Timeline Group St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 561,347 $51.4M 29.16% +408,873 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 559,760 $51.3M 0.63% +37,377 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 550,043 $50.4M 0.14% -224,506 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 537,421 $49.2M 6.69% +179,723 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 535,375 $49M 8.99% +218,606 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 529,954 $48.6M 14.36% +11,881 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 529,388 $48.5M 4.33% -1,730 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 527,354 $48.3M 4.62% -439,762 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 525,029 $48.1M 6.8% -9,786 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 517,551 $47.4M 0.35% +194,824 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 516,253 $47.3M 0.01% +466,868 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 516,013 $47.3M 4.71% -543,695 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 506,719 $46.4M 14.49% +435,645 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 505,482 $46.3M 4.66% +43,144 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 499,382 $45.8M 11.12% +79,770 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 496,430 $45.5M 2.43% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 495,333 $45.4M 5.14% new 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 489,496 $44.9M 5.07% +53,244 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 479,367 $43.9M 1.34% -78,298 13F-HR/A Timeline Group Capital World Investors More: the full row for Capital World Investors 478,151 $43.8M 0.01% +96,389 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 472,232 $43.3M 0.02% +291,094 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 470,068 $43.1M 4.11% +32,643 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 469,315 $43M 19.36% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 461,216 $42.3M 0.15% +79,464 13F-HR/A Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 458,344 $42M 7.09% +429,380 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 453,084 $41.5M 0.64% +24,290 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 450,459 $41.3M 0.2% -16,461 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 450,931 $41.3M 0.25% +58,200 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 450,415 $41.3M 5.8% -20,465 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 445,361 $40.8M 0.18% +159,886 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 445,322 $40.8M 1.82% +124,849 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 441,151 $40.4M 8.89% -133,863 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 429,662 $39.4M 0.2% -88,359 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 412,336 $37.8M 0.5% -23,099 13F-HR Timeline 12th Street Asset Management Company, L… More: the full row for 12th Street Asset Management Company, LLC 409,762 $37.6M 6.14% -1,701 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 405,871 $37.1M 23.64% +132,188 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 404,961 $37.1M 8.55% +328,867 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 404,120 $37M 1.02% +49,484 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 403,001 $36.9M 0.18% -117,939 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 401,682 $36.8M 9.46% -38,000 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 401,003 $36.7M 0.07% +48,993 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 399,085 $36.6M 0.02% +146,693 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 396,426 $36.3M 2.51% +104,357 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 392,402 $36M 0.15% -4,272 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 391,859 $35.9M 1.23% -70,170 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 390,565 $35.8M 0.31% +332,027 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 389,030 $35.7M 0.37% +104,596 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 387,442 $35.5M 0.04% -294,726 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 387,247 $35.5M 18.72% +72,922 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 391,273 $35.3M 1.84% -15,444 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 378,993 $34.7M 0.64% -12,028 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 377,626 $34.6M 5.72% +98,189 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 376,972 $34.5M 6.54% +54,413 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 375,265 $34.4M 9.79% -21,197 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 372,188 $34M 3.7% +317,949 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 370,284 $33.9M 28.74% +14,501 13F-HR Timeline Bell Bank More: the full row for Bell Bank 368,729 $33.8M 1.43% -72,757 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 366,152 $33.6M 0.94% +26,108 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 361,946 $33.2M 12.21% new 13F-HR Timeline Group Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 343,455 $31.5M 8.71% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 340,477 $31.2M 1.74% +107,988 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 338,303 $31M 1.64% -585 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 338,084 $31M 4.77% +23,381 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 338,060 $31M 0.66% -42,293 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 337,232 $30.9M 0.01% -948,983 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 331,752 $30.4M 0.71% +113,839 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 327,761 $30M 14.68% +10,564 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 325,702 $29.8M 6.58% -5,000 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 314,591 $28.8M 0.05% +35,246 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 311,857 $28.6M 9.08% +64,500 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 311,169 $28.5M 12.14% +162,433 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 304,972 $27.9M 0.22% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 303,556 $27.8M 0.22% +57,534 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 346,298 $27.7M 0.06% +7,693 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 302,098 $27.7M 0.66% +94,932 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 300,155 $27.5M 12.51% -74,562 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 299,703 $27.5M 4.4% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 297,268 $27.2M <0.01% +186,629 13F-HR/A Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 296,111 $27.1M 0.3% +93,089 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 288,484 $26.4M 8.32% -10,586 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 288,427 $26.4M 8.81% +282,970 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 287,427 $26.3M 5.7% +96,689 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 285,729 $26.2M 0.05% +272,835 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 285,733 $26.2M 3.43% +33,271 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 282,594 $25.9M 17.91% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 281,563 $25.8M 1.77% +54,547 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 278,818 $25.6M 1.21% -70,149 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 277,323 $25.4M 0.04% -118,039 13F-HR Timeline Group Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 271,386 $24.9M 10.91% +47,439 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 270,947 $24.8M 5.45% +109,835 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 264,568 $24.2M 0.33% -25 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 263,761 $24.2M 8.17% +252,226 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 262,612 $24.1M 0.08% -618,365 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 261,898 $24M 5.46% +3,205 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 258,136 $23.7M 0.33% +42,681 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 258,076 $23.7M +86,493 Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 257,679 $23.6M 0.9% -18,352 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 256,824 $23.5M 0.22% -151,077 13F-HR Timeline Night Owl Capital Management, LLC More: the full row for Night Owl Capital Management, LLC 255,441 $23.4M 2.73% +28,233 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 255,349 $23.4M 0.03% +108,018 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 253,667 $23.2M 2.38% +2,373 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 253,563 $23.2M 4.38% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 253,206 $23.2M 0.19% +16,268 13F-HR Timeline Group KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 251,904 $23.1M 5.72% +276 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 251,146 $23M 0.84% +41,567 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 250,111 $22.9M 13.82% +177,689 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 249,666 $22.9M 2.28% -13,491 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 249,660 $22.9M 19.99% +235,056 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 249,712 $22.9M 2.53% +78,265 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 249,357 $22.8M 1.29% +92,745 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 247,564 $22.7M 0.53% +151,063 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 246,102 $22.6M 2.51% -46,247 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 244,901 $22.4M 5.12% -1,441 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 243,856 $22.3M -126,175 Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 243,547 $22.3M 18.13% +4,205 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 243,507 $22.3M 2.35% -141,941 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 242,657 $22.2M +64,268 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 241,853 $22.2M 0.05% +46,018 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 240,725 $22.1M 9.25% +240,303 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 238,998 $21.9M 0.85% +125,071 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 232,609 $21.3M 0.12% -56,039 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 230,965 $21.2M 0.23% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 226,471 $20.8M 3.03% +13,719 13F-HR Timeline