JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,176,116 $102M 0.01% +855,693 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,865,472 $87.3M 5.11% +52,105 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,443,669 $67.5M <0.01% -201,569 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,100,736 $51.5M 0.86% +673,720 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 991,325 $46.4M 1.17% +589,290 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 911,224 $42.6M 0.01% +183,952 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 820,870 $38.4M <0.01% +56,228 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 747,250 $35M 0.14% -124,379 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 641,115 $30M -54,680 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 510,522 $23.9M 0.01% -109,557 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 486,290 $22.7M 0.48% +37,864 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 434,797 $20.3M 0.87% +355,096 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 414,399 $19.4M 0.01% +87,444 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 348,132 $16.3M 1.57% +8,976 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 329,868 $15.4M 0.18% -39,718 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 325,829 $15.2M 0.5% +39,515 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 223,004 $10.4M <0.01% -4,761 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 214,848 $10.1M 2.92% -7,228 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 188,423 $8.81M 0.02% -52,733 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 182,980 $8.56M 0.08% +15,169 13F-HR Timeline Group Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 164,818 $7.71M 2.72% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 151,524 $7.09M 0.13% -10,764 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 137,413 $6.43M 0.72% +24,008 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/ 136,429 $6.38M <0.01% +11,474 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 131,644 $6.16M 1.23% +1,324 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 131,543 $6.15M 0.11% -52,089 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 131,027 $6.13M 0.45% -905 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 116,735 $5.46M 0.73% -35,499 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 113,068 $5.29M 1.81% +6,843 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 112,904 $5.28M 0.4% +33,153 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 108,539 $5.08M 0.16% new 13F-HR/A Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 99,577 $4.66M 1.73% +3,813 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 88,150 $4.12M 0.01% -6,755 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 71,682 $3.35M 1% +43,005 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 70,074 $3.28M 1.84% +33,024 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 69,177 $3.24M 1.46% +1,624 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 67,927 $3.18M 0.02% +30,890 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 67,287 $3.15M 0.04% -675 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 61,293 $2.87M 0.16% +3,438 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,729 $2.75M <0.01% +4,532 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 54,576 $2.55M 0.38% -4,796 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 54,164 $2.53M <0.01% +1,749 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 53,028 $2.48M 0.83% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 48,789 $2.28M 0.43% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 47,903 $2.24M <0.01% -2,071 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 45,442 $2.13M <0.01% +9,019 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 43,671 $2.04M 0.04% -37,849 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 41,953 $1.96M 0.15% -4,832 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,156 $1.93M <0.01% +2,873 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 38,892 $1.82M 0.02% +4,550 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 38,507 $1.8M 1.95% -3,030 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 37,303 $1.75M 0.62% +235 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 36,034 $1.69M <0.01% +9,038 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 35,571 $1.66M 0.05% +11,977 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 37,786 $1.65M 1.11% -1,052 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,217 $1.65M 0.01% -302,437 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,849 $1.58M <0.01% -4,982 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 33,730 $1.58M 0.04% -418 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 33,582 $1.57M 0.89% +552 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 33,189 $1.55M 1.05% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 31,971 $1.5M 0.08% -3,327 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31,900 $1.49M <0.01% +7,073 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 30,774 $1.44M 0.16% +13,626 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,673 $1.39M 0.03% -499 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 29,422 $1.38M 0.06% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,363 $1.15M 0.03% +20,250 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 24,287 $1.14M 0.17% +3,112 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,335 $1.04M 0.01% -16 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 22,186 $1.04M 0.07% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,927 $1.03M <0.01% -68,477 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 21,777 $1.02M 0.26% +1,833 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 20,964 $981K 0.04% +218 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,785 $926K 0.03% +432 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,334 $811K 0.04% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,139 $802K 0.01% +792 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 16,071 $752K 0.43% -1,360 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 16,319 $729K 0.14% +2,541 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,904 $697K 0.08% +6,635 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,631 $684K 0.14% -573 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 14,093 $659K 0.26% +3,867 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,003 $655K 0.22% +566 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 12,188 $570K 0.33% +11,825 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,165 $569K 0.05% -227 13F-HR/A Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 11,307 $532K 0.52% -596 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,048 $517K 0.01% -4,309 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,696 $500K 0.05% -339 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 10,680 $500K 0.11% +170 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 10,371 $485K 0.09% -585 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,370 $485K <0.01% -4,206 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,189 $477K <0.01% -52 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,993 $421K 0.06% +2,231 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 8,978 $420K 0.36% -443 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,301 $342K 0.01% +1,258 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,792 $318K <0.01% -606 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 6,769 $317K 0.04% -488 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,394 $299K 0.07% -636 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 6,000 $281K 0.23% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,585 $261K <0.01% -413 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,583 $261K 0.17% +203 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,200 $243K <0.01% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,078 $238K 0.09% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,971 $233K 0.01% -2,871 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,917 $230K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,887 $229K <0.01% +938 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,763 $223K <0.01% -143,244 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,614 $216K <0.01% new 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 4,500 $211K 0.15% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,465 $209K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,437 $208K 0.03% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,362 $204K 0.03% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,361 $204K <0.01% +348 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,428 $200K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,628 $170K 0.02% -220 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,900 $136K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,556 $120K 0.01% -1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,039 $95.4K 0.01% -47 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,031 $95K <0.01% +87 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,614 $75.5K <0.01% -2,244 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 988 $46K 0.01% -1,138 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 940 $44K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 906 $42.4K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 789 $36.8K <0.01% -12 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 765 $35.8K <0.01% -36 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 717 $33.1K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 636 $29.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 481 $22.5K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 461 $21.6K <0.01% -85 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 412 $19.3K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 393 $18K <0.01% -176 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 353 $16.5K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 321 $15K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 278 $13K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 230 $10.8K <0.01% -1,007 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 229 $10.7K <0.01% 0 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 162 $7.33K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 140 $6.55K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 135 $6.32K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 128 $5.99K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 119 $5.57K <0.01% +51 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 103 $4.82K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 74 $3.46K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 73 $3.4K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 48 $2.25K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 47 $2.2K <0.01% 0 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 43 $2.01K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 40 $1.86K 0.01% +25 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $1.64K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 35 $1.45K <0.01% new 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 30 $1.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 29 $1.34K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15 $702 <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2 $94 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $51 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.