WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,761,937 $1.61B 0.39% +778,284 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 7,977,068 $723M 1.71% -1,056,968 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,737,340 $699M 0.63% -46,333 13F-HR/A Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,898,100 $625M 24.79% +1,400,908 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,520,797 $591M 0.04% +2,009,412 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,712,851 $518M +981,663 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,664,015 $332M 0.03% +1,285,574 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,651,901 $331M 0.59% +2,184,508 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,643,085 $330M 0.02% +733,016 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3,526,014 $319M 1.89% +41,780 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,354,219 $304M 0.06% +1,082,398 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,330,537 $302M 0.07% -1,430,178 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,111,230 $282M 0.22% +1,468,781 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,830,500 $256M 0.3% -42,500 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,824,032 $256M 0.24% +274,885 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,372,507 $215M 0.58% -479,731 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,372,504 $215M <0.01% -754,803 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,246,432 $204M 0.08% +508,518 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,061,297 $187M 0.33% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,701,145 $154M 0.42% -106,875 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,437,980 $130M -2,658 Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,368,970 $124M 7.5% +36,825 13F-HR Timeline 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 1,315,715 $119M 0.02% +216,159 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,218,678 $110M 0.07% -1,421,602 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,143,647 $104M 3.71% +22,861 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,038,759 $94.1M 0.16% -78,381 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,020,707 $92.5M 0.02% +144,488 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 999,652 $90.6M 0.27% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 804,402 $72.9M 0.06% +74,206 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 791,927 $71.7M 0.14% -104,673 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 726,829 $65.6M 2.37% +19,532 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 700,000 $63.4M 0.55% +400,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 628,155 $56.9M 0.03% -41,303 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 609,452 $55.2M 0.02% -13,378 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 580,000 $52.5M 0.14% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 572,139 $51.8M 0.1% +108,819 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 554,736 $50.3M 0.2% -13,537 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 514,520 $46.5M 0.07% -252,085 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 496,559 $45M 3.04% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 445,395 $40.3M 0.03% +210,431 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 435,850 $39.5M -16,900 Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 433,673 $39.3M 0.12% -4,352 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 416,087 $37.7M 0.32% +18,101 13F-HR/A Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 412,829 $37.4M 0.04% +129,602 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 365,815 $33.1M 0.04% +58,934 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 364,560 $33M 0.1% +307,192 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 354,381 $32.1M 0.38% +4,193 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 340,000 $30.8M 2.28% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 328,175 $29.7M 0.1% +22,421 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 316,023 $28.6M 0.05% +37,331 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 315,362 $28.6M 0.72% +7,355 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 315,101 $28.5M 0.01% -1,138,020 13F-HR Timeline Group SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 310,311 $28.1M 2.47% -1,272,338 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 309,723 $28M 0.02% -265,980 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 300,989 $27.3M 0.04% -82,923 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 295,599 $26.8M 0.09% +27,376 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 290,929 $26.4M 0.03% -10,804 13F-HR/A Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 270,916 $24.5M 0.02% +34,191 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 269,674 $24.4M 0.25% +974 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 266,829 $24.2M 0.3% +68,586 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 266,782 $24.2M 0.07% +74,335 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 257,527 $23.3M 2.36% +14,918 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 251,058 $22.7M 1.61% +36,547 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 244,800 $22.2M 0.95% +19,986 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 240,643 $21.8M 0.02% +232,884 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 236,850 $21.5M 2.15% +16,284 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stairway Partners, LLC More: the full row for Stairway Partners, LLC 231,323 $21M 1.29% +2,372 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 229,018 $20.7M 0.07% -14,384 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 225,973 $20.4M 0.02% -400 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 221,425 $20.1M 2.74% +12,592 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 216,519 $19.6M 0.19% +13,411 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 213,915 $19.4M -6,970 Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 200,000 $18.1M 1.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 199,712 $18.1M 0.02% +10,931 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 196,294 $17.8M 0.9% +21,639 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 195,426 $17.7M 3.36% -17,910 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 193,411 $17.5M 3.18% -44,587 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 192,894 $17.5M 0.1% +21,206 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 190,658 $17.3M 7.59% new 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 190,514 $17.3M 0.54% -23,136 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 189,579 $17.2M 0.72% -301,383 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. 188,895 $17.1M 0.37% +609 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 188,173 $17M 0.36% +13,010 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 180,807 $16.4M 1.84% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 178,541 $16.2M 0.14% +48,741 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 167,269 $15.2M 0.13% +156,926 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 162,210 $14.7M 2.52% +4,620 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 158,686 $14.4M 2.38% +17,474 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 158,326 $14.3M 0.36% +5,425 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 155,450 $14.1M 0.23% +7,569 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 154,861 $14M 1.49% +2,944 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 146,887 $13.3M 0.43% +1,041 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 144,625 $13.1M 2.29% +28 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 140,539 $12.7M 0.08% +15,603 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 139,242 $12.6M <0.01% +12,415 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 139,080 $12.6M 5.14% +29,025 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 139,031 $12.6M 0.32% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 138,500 $12.5M 0.02% +22,535 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 136,590 $12.4M 0.02% -11,897 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 135,500 $12.3M 0.01% -20,400 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 129,513 $11.7M 0.03% -80,916 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 129,514 $11.7M 0.08% +6,915 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 129,179 $11.7M 5.42% +9,709 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 127,591 $11.6M 3.26% -865 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 126,000 $11.4M <0.01% -82,000 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 123,649 $11.2M 0.12% -13,238 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 121,573 $11M 0.04% -961 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 121,905 $10.8M 0.37% +26,831 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 118,533 $10.7M 0.05% -744 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 117,157 $10.6M 2.86% +4,193 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 112,186 $10.2M 0.1% +15,194 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 111,288 $10.1M 0.03% +12,608 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 111,236 $10.1M 0.06% +4,873 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 110,375 $10M 0.03% new 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 109,237 $9.9M 2.58% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 106,586 $9.66M 0.05% +36,494 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 106,191 $9.62M 0.78% +1,229 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 105,982 $9.6M 0.29% -1,590 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 105,823 $9.59M 0.62% -450 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 105,007 $9.51M 0.69% -84,861 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 103,915 $9.41M 0.63% -1,681 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 154,165 $9.1M 0.64% +106,673 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 100,288 $9.09M 0.94% +11,435 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 99,597 $9.02M 1.36% -2,054 13F-HR Timeline Daiichi Life Insurance Co., Ltd. group of 2 filers holding More: the full row for Daiichi Life Insurance Co., Ltd. 99,679 $9.01M -12,502 Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 98,471 $8.92M 0.73% +4,796 13F-HR/A Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 98,440 $8.92M 0.01% -8,220 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,181 $8.8M 0.01% +2,318 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95,502 $8.65M 0.01% -5,802 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 94,846 $8.59M 0.37% +40,446 13F-HR Timeline Group Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 93,660 $8.47M 6.54% -3,040 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 91,764 $8.31M 3.19% +3,280 13F-HR Timeline Busey Bank More: the full row for Busey Bank 91,253 $8.27M 0.28% -4,492 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 90,418 $8.19M 1.57% -1,736 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. 87,623 $7.92M 0.03% -2,625 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 88,008 $7.89M +4,744 Timeline Rinkey Investments More: the full row for Rinkey Investments 85,754 $7.77M 2.46% -2,727 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,795 $7.68M 0.01% -26,917 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 82,023 $7.43M 1.07% -4,738 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 81,312 $7.37M 0.5% +5,168 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 81,200 $7.36M 0.25% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 81,172 $7.35M 0.51% +12,585 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 80,088 $7.26M 0.19% +10,815 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 77,495 $7.02M 0.01% +329 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 75,179 $6.81M 0.12% -405,000 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 72,890 $6.6M 2.34% +1,198 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 71,920 $6.52M 0.94% new 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/ 71,682 $6.49M 0.01% +5,003 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 71,188 $6.45M 3.28% +1,657 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 71,122 $6.44M 0.25% +6,396 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 67,714 $6.13M 0.07% -18,040 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 67,092 $6.08M <0.01% +26,421 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 66,346 $6.01M 1.93% +42,465 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 65,842 $5.96M 1.83% +243 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 65,313 $5.92M 0.33% +20,979 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,314 $5.92M 0.07% +25,330 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 65,138 $5.9M 0.06% -9,582 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 65,133 $5.9M 0.01% +17,952 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 64,822 $5.87M 0.37% +3,602 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 64,770 $5.87M 1.8% +4,861 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 64,361 $5.83M 2.08% +6,685 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 64,172 $5.81M 1.38% +4,025 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 63,410 $5.74M 0.01% -42,668 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 61,435 $5.57M 0.3% +1,401 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 61,214 $5.55M +5,461 Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 61,483 $5.52M 0.16% +4,086 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 60,361 $5.47M 0.03% -7,399 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 59,539 $5.39M 0.06% +6,399 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 57,434 $5.2M 0.46% +10,830 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 57,215 $5.18M 0.44% -194 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 56,951 $5.16M 0.93% +8,696 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 56,785 $5.14M 0.04% -21,240 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 56,390 $5.11M 3.64% -1,969 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 55,140 $5M 0.02% -16,208 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 54,579 $4.94M 0.1% -2,229 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 53,346 $4.83M 0.21% +12,015 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 52,915 $4.79M 2.53% +914 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 52,786 $4.78M 2.45% +1,238 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 52,760 $4.78M 2.23% +12,238 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 52,394 $4.75M 0.74% -205 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 52,194 $4.73M 1.79% -4,140 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 51,648 $4.68M 0.04% -2,700 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 51,584 $4.67M 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,509 $4.67M 0.04% +6,604 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 50,628 $4.59M 4.95% +20,730 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 49,331 $4.47M 0.64% +17,133 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 48,952 $4.43M 0.01% -566 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 48,948 $4.43M 0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 48,884 $4.43M 3.49% +2,647 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 48,732 $4.41M 0.04% -1,569 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 47,866 $4.34M 1.15% +4,726 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 46,238 $4.19M 0.17% +25,133 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 46,088 $4.18M 0.31% +12,583 13F-HR/A Timeline EQ LLC More: the full row for EQ LLC 45,524 $4.12M 1.93% +29,582 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 45,349 $4.11M +1,390 Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 45,693 $4.1M 0.67% 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 44,599 $4.04M 0.05% +696 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 44,467 $4.03M 0.05% +12,553 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 43,668 $3.96M 0.49% -373 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 43,629 $3.95M 0.84% +8,445 13F-HR Timeline