CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 38,075,916 $814M 0.13% -1,293,347 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 26,107,425 $558M 1.51% +987,105 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,484,596 $203M 0.89% +1,772,719 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,527,233 $54M <0.01% +40,984 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,784,265 $38.1M 0.04% -46,415 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,282,483 $27.4M +58,256 Timeline COMERICA BANK More: the full row for COMERICA BANK 861,772 $18.4M 0.07% +856,745 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 853,429 $18.2M <0.01% +18,067 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 700,000 $15M 0.09% 0 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/ 648,574 $13.9M <0.01% +108,603 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 385,266 $8.23M 6.12% 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 358,900 $7.67M 0.36% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 347,657 $7.43M 0.35% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 313,743 $6.7M <0.01% -20,313 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 312,656 $6.68M 1.1% -50,679 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 297,026 $6.35M 0.01% +4,395 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 288,423 $6.16M 0.08% -1,851 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 269,440 $5.76M <0.01% +199,869 13F-HR/A Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 266,466 $5.69M 0.5% -96,637 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 260,033 $5.56M <0.01% new 13F-HR/A Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 249,682 $5.34M 2.33% +2,039 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 237,905 $5.08M 2.17% +237,905 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 236,308 $5.05M 0.3% +3,566 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 208,680 $4.46M 1.34% +101,863 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 205,949 $4.4M 0.33% +20,084 13F-HR Timeline City State Bank More: the full row for City State Bank 200,641 $4.29M 1.17% +8,446 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 189,908 $4.06M 2.78% +5,037 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 173,989 $3.72M 0.03% -35,081 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 169,133 $3.61M <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 144,253 $3.08M <0.01% +2,722 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 143,925 $3.08M 0.68% +4,297 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 126,736 $2.71M <0.01% +47,681 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 125,414 $2.68M 0.04% -9,656 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 118,591 $2.53M 0.05% +1,591 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 102,084 $2.18M <0.01% +11,400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,775 $1.92M 0.01% +458 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 88,142 $1.88M 0.02% +5,871 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 79,653 $1.7M 0.03% +422 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 79,083 $1.69M 0.49% +13,206 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 77,388 $1.65M <0.01% -284 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,937 $1.6M <0.01% -962 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 73,828 $1.58M 0.01% -8,259 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 70,134 $1.5M <0.01% +22,225 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 66,738 $1.43M <0.01% +5,756 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 66,701 $1.43M 0.01% +6,845 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 57,921 $1.24M 0.47% +2,983 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 57,505 $1.23M 0.02% +1,448 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,740 $1.19M <0.01% +50,023 13F-HR/A Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 54,811 $1.17M 0.43% +3,370 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 54,370 $1.16M 0.41% 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 52,236 $1.12M 0.59% +2,962 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 50,518 $1.08M <0.01% -2,297 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 47,814 $1.02M 0.17% +818 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 47,578 $1.02M 0.01% new 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 46,127 $986K 0.19% +273 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 44,719 $956K 0.22% -421 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 44,075 $942K 0.12% -8,969 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 43,164 $922K 0.07% +32,387 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,038 $903K <0.01% +4,347 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 41,684 $891K 0.88% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,715 $870K <0.01% +11,655 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 38,498 $823K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 38,268 $818K <0.01% +38,176 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37,196 $795K 0.01% +36,821 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 36,901 $789K 0.29% +342 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 35,909 $767K 0.06% -2,282 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 35,716 $763K 0.03% -2,009 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,754 $721K <0.01% -47,243 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 32,575 $696K 0.06% +900 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 31,027 $663K <0.01% +9,001 13F-HR Timeline Group Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 30,523 $652K <0.01% 0 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 29,427 $629K 0.23% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 28,899 $618K <0.01% +28,863 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,472 $608K <0.01% +1,913 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,377 $606K 0.04% +2,826 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 27,903 $596K 0.06% -5,187 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 26,971 $576K <0.01% -53 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,561 $568K 0.01% -1,037 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 25,980 $555K 0.88% +86 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 25,334 $541K 0.33% -237 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,659 $527K 0.01% +1,420 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,463 $501K 0.01% -454 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 23,292 $498K <0.01% +5,624 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,450 $480K <0.01% +1,507 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 21,484 $459K 0.06% +431 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 21,246 $454K 0.41% +1,206 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,970 $448K 0.02% +460 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 20,820 $445K 0.13% +161 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 20,564 $439K 0.18% -1,919 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 20,531 $439K 0.98% +784 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,250 $390K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,073 $386K <0.01% -4,129 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 17,492 $374K 0.02% +2,033 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 16,870 $361K 0.11% -20 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 16,750 $358K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,300 $348K 0.01% +966 13F-HR Timeline Group WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 16,265 $348K 0.3% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,325 $328K <0.01% +179 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,318 $327K <0.01% +1,195 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,058 $322K 0.01% +162 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,032 $321K <0.01% +282 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,494 $310K <0.01% +23 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,201 $303K <0.01% +1,545 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 14,201 $303K 0.11% +2,200 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 14,031 $300K 0.08% 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 13,465 $288K 0.03% +1,915 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,107 $280K 0.02% +401 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 13,094 $280K 0.16% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 12,937 $276K 0.09% -6,428 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 12,406 $265K 0.51% +496 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,172 $260K 0.01% -81 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 11,764 $251K 0.19% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,510 $246K <0.01% +3,736 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 11,409 $244K 0.01% -732 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 11,132 $239K 0.18% -66 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,091 $237K 0.04% +311 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,075 $237K <0.01% +1,230 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,959 $234K <0.01% +311 13F-HR/A Timeline PCB Capital LLC More: the full row for PCB Capital LLC 10,267 $219K 0.35% 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 10,031 $214K 0.12% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 9,482 $203K 0.02% +180 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,422 $201K 0.01% -71 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,835 $167K 0.07% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 7,185 $154K 0.08% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,408 $140K 0.05% -239 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5,485 $117K 0.04% +825 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,203 $111K <0.01% +2,201 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,623 $99K <0.01% +2,958 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 23,957 $98.4K 0.07% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,298 $91.8K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,412 $72.9K <0.01% -1,407 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,388 $72.4K <0.01% +2,261 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,210 $68.6K 0.05% -132 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,191 $68.2K 0.04% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,010 $64.3K <0.01% new 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,793 $59.7K 0.05% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,719 $58.1K 0.02% +52 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,008 $42.9K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,992 $42K <0.01% +1 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,898 $40.6K <0.01% +549 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,841 $39.3K <0.01% +1,676 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,826 $39K 0.01% -179 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,665 $36K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,654 $35.3K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,596 $34.1K <0.01% +124 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,519 $32.5K <0.01% +666 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,447 $30.9K <0.01% -2,432 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,335 $28.6K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,290 $27.6K <0.01% -538 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,245 $26.6K 0.02% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,174 $25.1K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,018 $21.8K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 995 $21.3K <0.01% -1,334 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 805 $17.2K <0.01% -181 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 671 $14.3K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 620 $13.2K 0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 534 $11.4K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 525 $11.2K <0.01% -70 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 483 $10.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 450 $9.62K <0.01% -87 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 405 $8.65K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 398 $8.51K <0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 396 $8.46K <0.01% +176 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 311 $6.65K <0.01% +239 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 289 $6.18K <0.01% 0 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 271 $5.79K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 254 $5.43K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 254 $5.43K <0.01% -81 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 239 $5.11K <0.01% +7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 251 $5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 229 $4.89K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 219 $4.67K <0.01% +2 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 203 $4.34K <0.01% -1,411 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 185 $3.95K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 182 $3.9K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 177 $3.78K <0.01% -1,711 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 159 $3.4K <0.01% +112 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 158 $3.38K <0.01% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 143 $3.06K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 139 $2.97K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 132 $2.82K <0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 119 $2.54K <0.01% -224 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 112 $2.39K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 112 $2.39K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 107 $2.3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 97 $2K <0.01% +73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 93 $1.99K <0.01% -11 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 66 $1.41K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 62 $1.32K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 49 $1.05K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 41 $1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 38 $1K <0.01% +21 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 34 $726 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 31 $664 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 31 $662 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30 $641 <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 30 $641 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 23 $492 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 20 $427 <0.01% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 19 $406 <0.01% new 13F-HR Timeline