JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,022,594 $524M 0.03% -87,571 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,221,092 $385M 0.02% +53,145 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/ 1,508,764 $262M 0.02% +72,311 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 634,359 $110M 0.02% +45,301 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 601,307 $104M 0.04% +599,553 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 537,486 $93.3M 0.07% -165,179 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 483,484 $83.9M 0.01% +235,459 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 478,042 $82.9M <0.01% +1,306 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 447,642 $77.7M 0.13% -59,662 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 442,091 $76.7M 0.52% +73,000 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 436,644 $75.8M 0.01% -18,774 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 418,596 $72.6M 0.01% +23,882 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 413,663 $71.8M 0.02% -40,349 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 388,390 $67.4M +20,518 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 324,400 $56.3M 0.11% new 13F-HR Timeline Group Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 317,194 $55M 2.94% +48,708 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 310,765 $53.9M 0.76% +3,141 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 268,697 $46.7M 0.01% +30,539 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 196,780 $34.1M 4.14% +4,115 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 195,785 $34M 4.17% +73,038 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 169,215 $29.4M 0.14% +31,480 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 167,404 $29M <0.01% +9,209 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 159,700 $27.7M 0.7% +764 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 158,779 $27.6M 0.28% +2,712 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 173,700 $27.5M 0.03% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 144,188 $25M 0.46% +41,455 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 141,544 $24.6M 0.04% +3,050 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 125,863 $21.8M 2.25% +101,949 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 118,136 $20.5M 0.72% -410 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 117,390 $20.4M 0.02% +47,385 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 116,105 $20.1M 0.19% +4,734 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 112,650 $19.5M 0.4% -500 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 110,309 $19.1M <0.01% +18,108 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 99,165 $17.2M <0.01% -6,789 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 97,030 $16.8M 1.87% -3,094 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 92,228 $16M 0.02% +1,807 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 84,019 $14.6M 0.01% +24,587 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 77,817 $13.5M 0.01% new 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 76,074 $13.2M 2.2% +5,788 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 74,928 $13M 0.64% +1,275 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 74,703 $13M 0.62% +10,967 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 74,610 $12.9M 11.32% -2,516 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 69,389 $12M 1.53% -7,597 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 66,925 $11.6M 1.57% +1,295 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 65,507 $11.4M 2.38% +2,241 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 65,438 $11.4M +1 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 63,785 $11.1M <0.01% 0 13F-HR Timeline Group Madrid Financial Services More: the full row for Madrid Financial Services 61,163 $10.6M 5.62% +4,828 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,831 $10M 0.01% -921 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 57,605 $10M 5.51% +11,045 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,209 $9.75M 0.01% +12,954 13F-HR Timeline GUARDIAN POINT CAPITAL, LP in group GUARDIAN POINT CAPITAL, LP More: the full row for GUARDIAN POINT CAPITAL, LP 50,000 $8.68M 2.67% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 47,812 $8.3M 0.26% +2,442 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 45,188 $7.84M 2.46% +336 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,700 $7.76M 0.02% +430 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 44,588 $7.74M 2.4% -1,920 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 44,095 $7.65M 1.06% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,770 $7.42M 0.04% +21,620 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,207 $7.15M 0.02% -692 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 38,553 $6.69M 4.21% +991 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 38,187 $6.63M <0.01% 0 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 37,720 $6.55M 0.01% -27,885 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36,053 $6.26M 0.13% +199 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 35,568 $6.17M 1.24% -856 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 34,682 $6.02M 0.03% -105 13F-HR Timeline Group Warner Group LLC More: the full row for Warner Group LLC 34,195 $5.93M 1.46% +23,323 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 34,145 $5.92M <0.01% -11,387 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,692 $5.85M 0.18% +1,464 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,068 $5.74M 0.01% +5,207 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,528 $5.64M 0.03% +125 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,213 $5.59M <0.01% +1,847 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,074 $5.57M <0.01% +1,451 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 31,627 $5.49M 0.08% -3,966 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 31,049 $5.39M 0.06% +1,408 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 30,939 $5.37M 2.6% -9,214 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 28,859 $5.01M 0.01% +201 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 27,511 $4.77M 0.22% +694 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 27,410 $4.76M 2.38% +2,033 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,142 $4.71M 0.01% -9,737 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 26,305 $4.56M <0.01% +1,646 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 25,800 $4.48M <0.01% +4,400 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,781 $4.3M 0.01% +1,950 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,588 $4.27M 0.01% -209 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,121 $4.19M 0.01% -245 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,240 $3.86M 0.01% +1,201 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 21,691 $3.76M 0.2% +12,315 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 21,629 $3.75M 0.7% +1 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,810 $3.61M 0.7% +4,748 13F-HR Timeline S&CO INC More: the full row for S&CO INC 20,000 $3.47M 0.2% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,946 $3.46M 0.43% +25 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,881 $3.45M <0.01% +10,195 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,567 $3.4M 0.05% -5,009 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,360 $3.36M 0.05% +18,159 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 19,156 $3.32M 1.89% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,610 $3.23M 0.03% +3,160 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 17,663 $3.06M 0.63% -184 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 17,623 $3.06M 1.84% +1,342 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,782 $2.91M 0.05% +1,541 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,945 $2.59M 0.01% +286 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 14,622 $2.57M 1.69% +2,896 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,598 $2.53M 0.01% +1,641 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 14,463 $2.51M <0.01% +2,418 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,343 $2.49M <0.01% +1,189 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,016 $2.43M 0.04% -3,933 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,524 $2.35M 0.01% -1,132 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,361 $2.32M 0.13% +3,566 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,337 $2.31M 0.15% new 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,274 $2.3M 0.04% +36 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 13,065 $2.27M 0.51% +1,255 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,011 $2.26M 0.44% -114 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,627 $2.19M <0.01% -10,391 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 12,260 $2.13M 0.26% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,226 $2.12M <0.01% +817 13F-HR/A Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 12,000 $2.08M 0.91% +8,000 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,864 $2.06M 0.14% +7,718 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 11,655 $2.02M 0.14% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 11,478 $1.99M <0.01% 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 11,464 $1.99M <0.01% +3,287 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,360 $1.97M <0.01% +635 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 11,144 $1.93M 1.59% -2,183 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,045 $1.92M <0.01% +1,282 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 10,927 $1.9M 0.87% +6,941 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/ 10,739 $1.86M <0.01% +314 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,603 $1.84M 0.01% -781 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,213 $1.81M <0.01% -1,575 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,370 $1.8M 0.01% +851 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 10,000 $1.74M 0.18% 0 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 9,979 $1.73M 0.17% -1,138 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9,842 $1.71M 0.81% +5,176 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,792 $1.7M 0.28% -1,032 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,711 $1.69M 0.07% +3 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,694 $1.68M 0.01% +343 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,477 $1.64M 0.26% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,434 $1.64M 0.01% -774 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,361 $1.62M <0.01% -6,758 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,257 $1.6M <0.01% 0 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,206 $1.6M 0.63% +31 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,129 $1.58M 0.01% +1,290 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,988 $1.56M 0.03% -224 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,985 $1.56M 0.01% +2,273 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 8,758 $1.52M 0.01% -402 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 8,667 $1.5M 1.25% +72 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,526 $1.48M 0.3% +266 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,206 $1.42M <0.01% -575 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,054 $1.4M 0.12% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,902 $1.37M 0.01% -536 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 7,896 $1.37M 0.05% -29 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,744 $1.37M 0.25% -250 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,736 $1.34M 0.15% -78 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 7,722 $1.34M 1.55% -406 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 7,807 $1.34M <0.01% +1,256 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,692 $1.33M 0.08% -1,531 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,375 $1.28M 0.01% -54 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,331 $1.27M <0.01% -870 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 7,299 $1.27M 0.76% 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,210 $1.25M 0.58% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,841 $1.19M 0.38% +156 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,746 $1.17M 0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,741 $1.17M 0.01% +908 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,722 $1.17M 0.03% -341 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,481 $1.12M 0.12% +277 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 6,299 $1.09M 0.38% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,256 $1.09M <0.01% new 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 6,203 $1.08M 0.48% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,135 $1.06M 0.03% -7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,077 $1.05M 0.49% +1,383 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,045 $1.05M 0.01% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,021 $1.04M 0.04% +876 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,972 $1.04M 0.08% -339 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,970 $1.04M 0.55% +210 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,849 $1.01M 0.08% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,789 $1M 0.03% +5,667 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,699 $989K 0.55% +21 13F-HR Timeline Total Clarity Wealth Management, Inc. 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