CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13,153,496 $336M 0.05% +1,492,350 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,889,292 $227M 0.24% +322,376 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,938,700 $151M 6.59% +4,571,900 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,739,071 $121M <0.01% +3,022,501 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,269,337 $109M 1.41% +163,352 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,147,381 $106M 0.08% 0 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,065,930 $104M 0.09% +4,005,074 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 3,100,000 $79.1M 0.51% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,715,895 $69.3M 0.2% -759,600 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,704,121 $69M <0.01% +958,317 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,406,413 $61.4M -573,026 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 2,246,547 $57.3M 2.36% +680,296 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,968,491 $50.2M 0.01% +185,396 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,946,194 $49.6M 0.08% +411,308 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,908,032 $48.7M 0.04% -1,242,900 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/ 1,762,909 $45M <0.01% +519,820 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,666,212 $42.5M +104,401 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,471,661 $37.5M 0.03% +1,247,763 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,407,300 $35.7M 19.49% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,292,568 $33M 0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,227,994 $31.3M 0.01% +454,713 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,159,527 $29.6M 0.12% +23,348 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,153,041 $29.4M 0.02% +107,053 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,058,743 $27M 0.64% +22,469 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,041,705 $26.6M 0.06% +173,043 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 940,588 $24M 0.19% +5,384 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 895,980 $22.9M <0.01% +175,277 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 855,091 $21.8M 0.02% +297,690 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 797,290 $20.3M 1.4% +47,220 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 788,499 $20.1M <0.01% -261,696 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 683,788 $17.4M <0.01% +4,769 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 631,612 $16.1M <0.01% +63,292 13F-HR Timeline Group CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 601,726 $15.4M +601,183 Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 600,000 $15.3M 0.03% 0 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 600,067 $15.2M 0.15% +349,321 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 554,342 $14.1M 2.87% +38,849 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 527,748 $13.5M 2.72% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 469,299 $12M 0.05% +3,757 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 460,496 $11.7M 0.01% +81,875 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 428,526 $10.9M 0.09% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 400,000 $10.2M 0.02% -35,000 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 383,250 $9.78M 0.2% +48,573 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 377,057 $9.62M 2.47% +17,081 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 370,210 $9.44M 0.07% -2,740 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 365,805 $9.33M 0.01% +316,950 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 333,273 $8.5M 0.85% +18,825 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 329,046 $8.39M 0.02% +139,924 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 327,602 $8.36M 0.88% +8,213 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 321,083 $8.19M <0.01% +101,784 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 316,200 $8.07M 3.67% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 305,450 $7.79M <0.01% -1,800 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 299,527 $7.64M 2.39% +22,461 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 257,915 $6.58M 4.59% +6,953 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 246,916 $6.3M 0.01% +241 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 243,517 $6.21M 0.08% +98,618 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 234,351 $5.95M 0.36% -1,666 13F-HR/A Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 224,188 $5.72M 0.88% +38,551 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 219,313 $5.59M 0.01% +7,798 13F-HR Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 214,673 $5.48M 2.56% +32,063 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 201,000 $5.13M <0.01% -231,300 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 199,087 $5.08M 0.08% -15,613 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 189,877 $4.84M 0.03% +3,341 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 185,567 $4.73M 1.91% -433 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $4.7M 2.05% -181,204 13F-HR Timeline Amount filed as zero, left out of ratios. Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 175,500 $4.48M 0.04% -123,300 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 162,619 $4.15M 2.14% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 160,291 $4.09M 0.01% +33,087 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 157,122 $4.01M 0.01% -24,183 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 156,990 $4M 2.51% -2,268 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 155,415 $3.96M 2% -2,258 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 154,168 $3.93M <0.01% -27,123 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 153,100 $3.91M 1.18% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 141,523 $3.61M 0.01% -993 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 139,487 $3.56M 0.02% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 138,549 $3.53M <0.01% +54,359 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 137,268 $3.5M 0.03% +2,799 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 136,340 $3.48M 0.01% +27,277 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 117,947 $2.99M <0.01% +3,930 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 108,668 $2.77M 0.21% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 101,144 $2.58M 1.42% +8,420 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 98,967 $2.52M 2.26% -49,254 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 95,938 $2.45M 1.27% -5,083 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 94,098 $2.4M <0.01% -84,882 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 85,827 $2.19M 0.38% -1,403 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 85,225 $2.17M 0.01% -6,300 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 83,674 $2.13M 0.67% +1,339 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 82,748 $2.11M 1.13% +2,710 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 81,675 $2.08M 0.25% -5,955 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. 78,000 $1.99M 0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 77,753 $1.98M <0.01% -1,351 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 77,387 $1.97M <0.01% +12,088 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 75,577 $1.93M 0.39% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,739 $1.91M 0.01% +640 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 74,624 $1.9M 0.03% -34,517 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 72,452 $1.85M 0.02% +4,429 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 71,887 $1.83M 1.24% +5,663 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 69,939 $1.78M <0.01% +14,732 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 65,702 $1.68M 0.68% -700 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 65,636 $1.66M 1.34% +3,558 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 65,196 $1.66M 0.04% +21,389 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 64,446 $1.64M <0.01% +17,681 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 62,739 $1.6M 0.02% +133 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 61,795 $1.58M 0.01% +10,655 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 59,460 $1.52M 0.07% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 55,516 $1.41M 0.01% +17,367 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 53,937 $1.38M 0.81% +2,159 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 53,352 $1.36M <0.01% -15,444 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 53,176 $1.36M <0.01% -5,109 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 53,053 $1.35M 0.07% +31,054 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 52,970 $1.35M 0.01% -9,552 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 52,746 $1.35M 0.05% +18,563 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 51,459 $1.31M 0.69% -92 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 45,208 $1.15M 0.16% +1,712 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 44,406 $1.13M <0.01% +2,715 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 43,087 $1.1M <0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 42,447 $1.08M 0.01% -17,924 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 40,303 $1.03M 0.04% -2,748 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 39,224 $1M 0.02% +1,452 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 36,262 $925K 0.02% +9,054 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 35,633 $909K 0.03% +2,282 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,138 $896K 0.04% +3,584 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 31,893 $814K 0.02% -3,509 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 30,020 $766K 0.54% +2,350 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 29,349 $749K 0.09% +8,900 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 28,657 $731K 0.01% -4,917 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 28,200 $719K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27,385 $699K <0.01% +6,873 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 26,648 $680K 0.31% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 25,584 $653K 0.21% -3,978 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,518 $651K 0.02% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 24,900 $635K 0.29% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,632 $628K 0.01% -3,615 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 24,250 $619K 0.14% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,716 $605K 0.03% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,367 $596K -255 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22,658 $578K <0.01% -21,684 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,425 $572K 0.01% -1,075 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 21,835 $557K 0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 20,878 $533K 0.13% -487 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,753 $529K <0.01% +3,128 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 20,235 $516K 0.01% -53,050 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 20,027 $511K <0.01% +2,708 13F-HR Timeline Group Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 18,000 $459K 0.89% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 17,814 $453K 0.1% -1,663 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 17,725 $452K 0.05% -225 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 17,479 $446K 0.12% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,087 $436K 0.06% -459 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 16,801 $429K <0.01% +2,044 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 16,727 $427K 0.03% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,493 $421K 0.07% +321 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,472 $420K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,400 $418K <0.01% -58 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,128 $411K 0.12% -420 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,800 $403K 0.03% -700 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,331 $391K <0.01% +1,554 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,889 $380K 0.03% -1,233 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,777 $377K 0.02% +2,245 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 14,733 $376K <0.01% new 13F-HR/A Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 14,697 $375K 0.04% -4,689 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 14,629 $373K 0.06% +6,032 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,487 $370K <0.01% +3,509 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,140 $361K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,012 $356K 0.12% -9,000 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 13,226 $337K 0.33% new 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 12,892 $329K 0.15% +12,888 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,689 $298K <0.01% +2,336 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,531 $294K <0.01% +1,497 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 11,520 $294K 0.18% +1,175 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,480 $293K <0.01% +137 13F-HR Timeline Group ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 11,284 $288K 0.25% 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 11,131 $284K 0.08% -853 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 11,000 $281K 0.05% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. 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