CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15,016,492 $388M 0.06% +1,862,996 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,286,842 $240M 0.24% +397,550 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,595,189 $170M 5.07% +656,489 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,419,178 $114M 1.41% +149,841 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,371,090 $87M +964,677 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,192,403 $82.4M +1,526,191 Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 3,100,000 $80M 0.48% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,990,701 $77.2M <0.01% -1,748,370 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 2,776,482 $71.7M 3.37% +529,935 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,705,995 $69.7M 0.19% -9,900 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,655,068 $68.6M 0.05% -1,492,313 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,546,122 $65.7M <0.01% -157,999 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,512,545 $64.9M <0.01% +749,636 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,435,462 $62.9M 4.37% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,305,208 $59.5M <0.01% +2,151,040 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,098,757 $54.2M 0.01% +130,266 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,953,251 $50.4M 0.12% +911,546 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,936,676 $50M 0.06% -9,518 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,489,733 $38.5M 0.02% +197,165 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,353,700 $35M 16.64% -53,600 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,230,082 $31.8M 0.01% +2,088 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,200,000 $31M 0.05% +600,000 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,149,105 $29.7M 0.02% -3,936 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,146,271 $29.6M 0.11% -13,256 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,078,317 $27.8M 0.62% +19,574 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,034,253 $26.7M 0.23% +93,665 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,026,661 $26.5M 0.01% +705,578 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,018,869 $26.3M <0.01% +122,889 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 890,914 $23M 0.01% +259,302 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 814,487 $21M 0.01% +771,400 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 794,627 $20.5M 1.4% -2,663 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 779,278 $20.1M <0.01% -9,221 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 656,874 $17M 0.01% -814,787 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 637,239 $16.5M 1.89% new 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 596,008 $15.4M 2.82% +41,666 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 572,025 $14.8M 0.03% +242,979 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/ 546,209 $14.1M 0.01% -308,882 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 527,748 $13.6M 2.7% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 511,961 $13.2M 0.15% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 508,651 $13.1M 0.01% +370,102 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 478,577 $12.4M 0.03% +393,352 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 475,295 $12.3M 0.04% +5,996 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 449,976 $11.6M 0.08% +21,450 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 422,630 $10.9M 0.21% +39,380 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 411,029 $10.6M 0.08% +40,819 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 403,431 $10.5M 2.47% +26,374 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 402,437 $10.4M 0.14% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 388,213 $10M 0.01% -72,283 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 383,634 $9.91M 0.01% +17,829 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 383,000 $9.89M 0.04% new 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 381,457 $9.85M 0.91% +48,184 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 373,488 $9.64M 0.01% -3,692,442 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 346,403 $8.94M 0.02% +186,112 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 336,869 $8.7M 0.9% +9,267 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 323,432 $8.35M 2.59% +23,905 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 316,200 $8.16M 3.64% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 296,407 $7.65M 0.57% +279,680 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 272,547 $7.04M 4.68% +14,632 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 259,345 $6.7M 0.01% +189,406 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 247,237 $6.38M 0.01% +321 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 243,373 $6.28M 0.09% -144 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 237,208 $6.12M 0.36% +2,857 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 229,126 $5.92M 1.01% +4,938 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 218,905 $5.65M 0.41% +110,237 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 216,617 $5.59M 2.44% +1,944 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 214,054 $5.53M 0.08% +14,967 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 206,163 $5.32M 0.01% -13,150 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 196,973 $5.09M 1.79% +11,406 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 183,684 $4.74M 2.03% +183,684 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 182,401 $4.71M 0.03% -7,476 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 174,826 $4.51M 2.36% +92,078 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 162,253 $4.19M 2.55% +5,263 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 161,016 $4.16M 0.02% +24,676 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 159,395 $4.12M 0.01% +17,872 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 158,709 $4.1M 0.07% -441,358 13F-HR/A Timeline NKCFO LLC More: the full row for NKCFO LLC 153,100 $3.95M 1.14% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 151,322 $3.91M <0.01% -532,466 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 147,351 $3.8M 0.18% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 143,483 $3.7M <0.01% +116,098 13F-HR/A Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 142,459 $3.68M 0.02% +2,972 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 141,042 $3.64M 0.03% +3,774 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 134,007 $3.46M 0.01% +59,268 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 132,377 $3.42M 2.58% +33,410 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 129,435 $3.34M 0.84% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 120,833 $3.14M <0.01% +2,886 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 117,100 $3.02M 1.31% +15,956 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 114,363 $2.97M new Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 113,152 $2.92M <0.01% +35,399 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 108,931 $2.8M 0.15% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 104,882 $2.71M 0.02% +62,435 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 102,169 $2.64M 0.05% +36,973 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 102,115 $2.64M <0.01% +8,017 13F-HR/A Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 99,288 $2.56M 1.25% +3,350 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 96,696 $2.5M 0.5% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 90,924 $2.35M 0.15% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 85,852 $2.22M 0.38% +25 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 84,620 $2.18M 0.67% +946 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. 84,478 $2.18M 0.01% +6,478 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 82,329 $2.13M <0.01% +4,942 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 81,675 $2.11M 0.24% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 78,884 $2.04M 0.4% +3,307 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 75,080 $1.94M <0.01% +63,549 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 74,969 $1.94M 1.28% +3,082 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 71,177 $1.84M 0.03% -3,447 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 67,468 $1.74M 0.69% +1,766 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 66,901 $1.73M 1.34% +1,265 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 65,736 $1.7M <0.01% +12,384 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 65,094 $1.68M 0.07% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 62,284 $1.61M 0.02% -455 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,502 $1.56M 0.01% +7,532 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 60,025 $1.55M 0.26% +43,532 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 59,245 $1.53M 0.11% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 59,046 $1.52M 0.03% +6,300 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 56,900 $1.47M 0.06% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,144 $1.42M <0.01% -9,302 13F-HR/A Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 55,051 $1.42M <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 53,793 $1.39M 0.01% -1,723 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 53,549 $1.38M 0.03% new 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 51,142 $1.32M 0.72% -317 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 50,401 $1.3M 0.12% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 50,393 $1.3M 0.08% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 49,348 $1.27M 0.18% +4,140 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 48,709 $1.26M <0.01% -4,467 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 47,015 $1.21M 0.65% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 42,172 $1.09M 0.12% +12,823 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 41,119 $1.06M <0.01% +31,512 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 40,456 $1.04M 0.02% +1,232 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 38,812 $1M 0.05% +3,674 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 38,223 $987K 0.11% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 36,967 $954K 0.01% +705 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 36,915 $953K 0.04% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 36,155 $934K 0.03% +522 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 36,083 $932K 0.1% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 34,219 $884K <0.01% +17,418 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 32,580 $841K 0.3% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 31,499 $813K 0.02% -394 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,984 $800K 0.03% -9,319 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 30,582 $790K 0.13% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 30,027 $775K 0.53% +7 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 29,610 $765K 0.4% +19,043 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 28,398 $733K 0.1% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 28,200 $728K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,787 $717K 0.01% +26,265 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 27,393 $707K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 27,224 $703K 0.03% +25,865 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 27,000 $697K 0.15% +2,750 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,046 $673K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,984 $671K 0.02% +466 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 25,160 $650K 0.19% -424 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 24,900 $643K 0.29% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,597 $609K +230 Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 23,349 $603K 0.1% new 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 23,340 $603K 0.38% 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,120 $597K 0.04% -596 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 22,644 $585K 0.03% +7,755 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,092 $570K <0.01% new 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 21,994 $568K 0.24% +9,102 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 21,924 $566K 0.13% +1,046 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,886 $565K 0.01% -539 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 21,835 $564K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,626 $558K <0.01% +6,295 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 21,137 $546K 0.06% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 20,869 $539K 0.01% -7,788 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,812 $537K <0.01% +59 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,201 $522K <0.01% +8,512 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 19,542 $505K 0.33% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,027 $491K 0.01% -5,605 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,974 $490K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,174 $469K <0.01% -4,484 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 18,000 $465K 0.28% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,554 $453K 0.06% +467 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 17,543 $453K 0.12% +64 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,155 $443K 0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,034 $440K 0.09% +906 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 16,814 $434K 0.25% 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 16,646 $430K 0.02% -36,407 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 16,625 $429K 0.32% 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,623 $429K <0.01% -3,404 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,400 $423K <0.01% 0 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 16,269 $420K 0.05% -1,456 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 16,062 $415K 0.27% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,055 $415K 0.04% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 15,566 $402K 0.04% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,436 $399K 0.08% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 15,376 $397K 0.08% -2,438 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,150 $391K 0.02% +373 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,050 $389K 0.03% -750 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 14,781 $382K 0.21% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 14,305 $369K 0.05% +6,050 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,249 $368K <0.01% +109 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 14,230 $367K 0.25% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13,824 $357K 0.11% -188 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 13,359 $345K 0.33% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,113 $339K 0.02% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,347 $319K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,334 $318K <0.01% +854 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,184 $315K 0.05% -2,445 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 12,175 $314K 0.2% +655 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,171 $314K 0.04% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,958 $309K 0.01% new 13F-HR Timeline