CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,971,761 $371M 1.12% +108,520 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,960,915 $276M 0.02% +158,765 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,311,103 $216M -59,042 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,308,420 $215M 0.06% +231,794 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,668,317 $156M 0.22% -48,767 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,602,496 $150M 0.03% +190,980 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,574,069 $147M 8.03% -21,557 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,432,496 $134M 1.37% +103,252 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,229,129 $115M 0.01% +146,863 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,004,137 $93.7M 0.6% +186,462 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,000,924 $93.4M 1.87% +115,486 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 983,061 $91.8M 0.42% +96,712 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 829,618 $77.4M 0.09% +374,102 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 814,411 $76M 0.01% -129,714 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 708,847 $66.2M <0.01% +30,659 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 705,324 $65.8M 1.61% -46,333 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 683,960 $63.8M 12.91% +42,451 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 656,343 $60.5M 5% -2,994 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 615,305 $57.4M 0.02% +128,511 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 549,153 $51.3M 0.01% -24,367 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 531,973 $49.7M 1.75% +955 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 505,046 $47.1M 0.81% +14,665 13F-HR Timeline Group Heirloom Wealth Management More: the full row for Heirloom Wealth Management 482,494 $45M 10.88% +40,231 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 438,545 $40.9M 0.04% +27,119 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 439,267 $40.9M 0.06% -3,194 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 433,517 $40.5M 0.05% -64,977 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 426,302 $39.8M 0.07% -68,659 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 413,823 $38.6M 5.29% +39,237 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 378,903 $35.4M 0.03% +8,446 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 378,113 $35.3M 4.99% +25,140 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 375,764 $35.1M 9.31% +60,822 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 368,454 $34.4M 0.33% +141,305 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 345,520 $32.3M 0.06% +327,194 13F-HR Timeline Group SCOTIA CAPITAL INC. 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More: the full row for SimpliFi, Inc. 213,359 $19.9M 8.52% +4,438 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 204,100 $19.1M 0.79% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 195,444 $18.2M 0.08% +59,209 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 187,980 $17.5M 3.22% +87,752 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 186,770 $17.4M 0.01% +21,199 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 185,325 $17.3M 5.72% +5,172 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 184,092 $17.2M 0.05% +2,908 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 183,095 $17.1M 2.86% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 176,709 $16.5M 0.34% -32,643 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 174,136 $16.3M 0.31% +169,226 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 169,176 $15.8M 1.1% new 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 152,100 $14.2M 4.35% +18,352 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 152,159 $14.1M 0.19% -107,760 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 145,466 $13.6M 0.02% -2,487 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 141,010 $13.2M 0.48% +377 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 140,806 $13.1M 1.15% +4,106 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 138,891 $13M 0.99% +6,154 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 137,582 $12.8M 0.3% +8,984 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 135,227 $12.6M 4.84% +8,601 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 133,892 $12.5M 2.25% +4,046 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 129,472 $12.1M 0.02% +15,289 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 125,284 $11.7M 4.61% +22,507 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 125,256 $11.7M 3.57% +8,264 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 121,501 $11.3M 1.49% +13,667 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 121,413 $11.3M 1.76% +6,889 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 121,052 $11.3M 0.16% +10,443 13F-HR Timeline McGrath & Associates, Inc. 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More: the full row for Freedom Investment Management, Inc. 102,550 $9.57M 2.53% -69,381 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 102,149 $9.54M 0.22% +939 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 101,676 $9.49M 4.14% +10,811 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 99,439 $9.28M 0.39% -1,115 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 98,988 $9.24M 0.25% +4,116 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 97,295 $9.08M 0.02% +13,180 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 94,639 $8.83M 0.06% +27,364 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 93,949 $8.77M 1.45% -4,657 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 90,072 $8.41M 0.38% +3,388 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 89,319 $8.34M 0.16% -4,118 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 88,820 $8.29M 4.62% +2,119 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 87,929 $8.21M 0.04% +1,029 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85,054 $7.94M 0.01% -2,020 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 84,748 $7.91M 0.06% +6,032 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 83,485 $7.79M 0.12% -3,294 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 79,238 $7.38M 0.01% +21,268 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 78,905 $7.37M 0.06% +2,597 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 77,956 $7.28M 0.83% +2,491 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 76,763 $7.17M 0.35% -1,209 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 76,276 $7.12M 0.31% +16,613 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 72,985 $6.81M 0.06% -2,846 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 72,618 $6.78M 2.15% +1,851 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 69,559 $6.49M 0.4% +1,898 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 68,601 $6.4M 2.21% +6,063 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 68,088 $6.28M 1.96% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 66,959 $6.25M 0.14% +3,281 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 66,187 $6.2M 3.59% +5,020 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 65,464 $6.1M 2.18% +694 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 65,325 $6.1M 0.36% +20,375 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 65,266 $6.09M 3.17% +4,766 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 64,376 $6.01M 4.65% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 63,358 $5.91M 0.96% +5,244 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 62,822 $5.86M 0.28% -12,122 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 61,558 $5.75M 0.27% -17,837 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 61,049 $5.7M 0.25% -6,216 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 60,793 $5.68M 1.36% -5,472 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 60,711 $5.67M 0.27% -34,156 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 58,714 $5.48M 1.24% +4,973 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 57,464 $5.36M 3% -2,522 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 56,180 $5.24M 1.04% +2,816 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 55,942 $5.22M 0.68% -2,144 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 55,599 $5.19M 0.62% +1,635 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 54,833 $5.12M 1.01% +20,389 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 53,744 $5.02M 0.91% +6,438 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 53,194 $4.97M 1.9% -1,368 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 50,839 $4.75M 2.95% +4,461 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 49,918 $4.66M 0.07% new 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 49,571 $4.63M 2.57% -6,682 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 49,006 $4.57M 0.02% +3,013 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 48,775 $4.55M 1.73% +2,066 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48,743 $4.55M <0.01% -1,633 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,830 $4.46M 0.01% -424 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 45,272 $4.23M 0.42% -3,239 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 45,191 $4.22M 0.01% +2,374 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 44,989 $4.2M 2.59% +3,623 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 44,487 $4.15M 0.12% +20,166 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 43,631 $4.07M 0.85% -8,756 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 43,438 $4.05M 1.4% -1,631 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 42,049 $3.93M 0.74% -913 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 41,477 $3.87M 0.96% -5,356 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 41,224 $3.85M 0.62% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 39,139 $3.65M 0.02% -24,968 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 38,486 $3.59M 0.24% +2,521 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 38,244 $3.57M 0.01% +659 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 38,201 $3.57M 0.46% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 38,146 $3.56M 0.09% -2,027 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 37,512 $3.5M 0.39% -4,154 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 36,755 $3.43M 0.3% +22,504 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 35,979 $3.36M 3.19% +3,363 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 35,426 $3.31M 0.01% +19,106 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 35,327 $3.3M 0.46% -6,307 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 35,283 $3.29M 1.03% +1,926 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 35,181 $3.28M 0.22% +160 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 34,098 $3.18M 1.75% +129 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 33,301 $3.11M 0.76% -9,256 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 32,856 $3.07M 3.94% +7,362 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 32,446 $3.03M 0.42% +525 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 32,130 $3M 0.91% +13,230 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 32,088 $3M 6.08% -365 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 31,882 $2.98M 1.32% +5,754 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 31,554 $2.95M 1.08% +678 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 11,480 $2.92M 2.19% -16,278 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 31,124 $2.91M 0.17% -2,540 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 29,754 $2.78M 0.17% +175 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 29,226 $2.73M 0.24% +10,085 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 28,363 $2.65M 2.09% +856 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 26,817 $2.5M 1.9% +1,499 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 26,647 $2.49M 1.53% +4,279 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,644 $2.49M 0.01% -1,564 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 26,379 $2.47M 0.42% +8,368 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 26,212 $2.45M 0.03% +5,605 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 25,715 $2.4M 1.61% -251 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,248 $2.36M 0.05% -183 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,174 $2.35M 0.01% -236 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 24,636 $2.3M 0.08% -200 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 23,455 $2.19M 0.29% -6,136 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 23,096 $2.16M <0.01% -2,969 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 22,640 $2.11M 0.04% +120 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 21,382 $1.99M 0.01% +2,307 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 21,109 $1.97M 0.67% -4,033 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,857 $1.95M 0.01% -2,710 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 20,491 $1.91M 0.37% +4,862 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,997 $1.87M 0.11% +4,679 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,882 $1.86M 0.08% -603 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/ 19,414 $1.81M <0.01% +406 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,653 $1.74M 0.06% -13,036 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 18,653 $1.74M 0.06% +13,344 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,334 $1.71M <0.01% +1,452 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,314 $1.71M 0.13% +18,288 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 18,030 $1.68M 0.03% 0 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 17,742 $1.66M 0.24% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 17,769 $1.66M 0.06% +5,132 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 17,548 $1.64M 0.69% -1,775 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 17,345 $1.62M 1.6% -493 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,215 $1.61M 0.06% -628 13F-HR Timeline Group