CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 17,005,657 $427M 0.07% +1,989,165 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 16,337,302 $410M +12,966,212 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,646,081 $242M 0.22% +359,239 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,748,068 $119M 0.09% +2,093,000 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,543,042 $114M 1.36% +123,864 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,763,940 $94.5M +571,537 Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,665,900 $92.1M 3.22% -2,929,289 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,460,286 $86.9M <0.01% +469,585 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 3,343,295 $84M 0.25% +637,300 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 3,100,000 $77.8M 0.46% 0 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,942,921 $73.9M 0.01% +430,376 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,927,549 $73.5M <0.01% +381,427 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,292,102 $57.6M 4.48% -143,360 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,268,582 $57M <0.01% -36,626 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 2,100,050 $52.7M +146,799 Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,031,712 $51M 0.07% +95,036 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,976,863 $49.6M 0.01% +746,781 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,847,468 $46.4M 0.01% -251,289 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,771,084 $44.5M 0.02% +281,351 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,533,049 $38.5M 0.01% +506,388 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,374,900 $34.1M 0.03% +986,687 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,306,467 $32.8M 0.26% +272,214 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 1,176,185 $29.5M 0.11% +793,185 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,131,890 $28.4M 0.02% -17,215 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,113,458 $28M 0.1% -32,813 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,111,642 $27.9M 0.01% +92,773 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,103,489 $27.7M 0.01% +289,002 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,086,213 $27.3M 0.59% +7,896 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,056,750 $26.5M 0.08% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,029,811 $25.9M 0.32% +517,850 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,025,573 $25.8M 0.01% +134,659 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 968,550 $24.3M 0.06% +489,973 13F-HR Timeline Group Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 888,281 $22.3M 2.55% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 856,976 $21.5M 0.01% +200,102 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 847,031 $21.3M 1.46% +52,404 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 836,368 $21M <0.01% +826,067 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 800,000 $20.1M 0.04% -400,000 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 851,000 $20M 9.28% -502,700 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 773,331 $19.4M 0.73% new 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 768,250 $19.3M <0.01% -11,028 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 694,634 $17.4M 0.02% +321,146 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 690,769 $17.3M 0.01% +608,440 13F-HR Timeline Group New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 628,062 $15.8M 2.86% +32,054 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 598,512 $15M 0.02% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 595,303 $14.9M 0.03% +23,278 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 590,063 $14.8M 0.02% +81,412 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/ 580,940 $14.6M 0.01% +34,731 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 576,635 $14.5M 2.6% +48,887 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 516,278 $13M 0.07% +66,302 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 504,790 $12.7M 0.04% +158,387 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 500,000 $12.6M 0.05% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 472,328 $11.9M 0.23% +49,698 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 466,977 $11.7M 0.09% +55,948 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 443,797 $11.1M 1.16% +62,340 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 429,718 $10.8M 1.12% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 414,471 $10.4M 2.43% +11,040 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 408,080 $10.2M 0.11% +5,643 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 400,044 $10M 0.01% 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 397,067 $9.97M 4.99% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 356,382 $8.95M 4.27% +346,801 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 333,725 $8.38M 0.94% -303,514 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 333,138 $8.37M 0.86% -3,731 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 325,251 $8.17M 0.6% +28,844 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 323,296 $8.12M 2.55% -136 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 316,200 $7.94M 3.17% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 298,518 $7.5M 0.01% -85,116 13F-HR Timeline Group 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 297,113 $7.46M 3.23% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 286,893 $7.2M 0.09% +43,520 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 277,409 $6.97M 0.01% +18,064 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 276,920 $6.95M 0.16% new 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 274,229 $6.89M 4.54% new 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 271,291 $6.81M 4.53% -1,256 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 266,975 $6.7M 0.4% new 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 256,665 $6.44M 0.04% +114,206 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 244,517 $6.14M 0.34% +153,593 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 243,653 $6.12M 2.42% +27,036 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 241,697 $6.07M 0.01% -5,540 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 232,685 $5.84M 0.09% +130,516 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 231,686 $5.82M 0.04% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 233,400 $5.8M <0.01% +82,078 13F-HR/A Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 226,771 $5.67M 0.32% -10,437 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 219,959 $5.52M 0.08% +5,905 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 216,963 $5.45M 0.01% +10,800 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 203,300 $5.1M 0.01% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 200,183 $5.03M 2.81% +25,357 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 194,607 $4.89M 0.89% +115,723 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 190,178 $4.78M 2.07% +6,494 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 188,649 $4.74M 0.01% +188,620 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 181,245 $4.55M 0.02% -1,156 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 176,151 $4.42M 2.17% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 174,599 $4.38M 0.03% +33,557 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 173,646 $4.36M 0.02% -301,649 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 164,847 $4.14M 0.05% +150,598 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 159,175 $4M 2.36% -3,078 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 158,214 $3.97M 0.09% +10,863 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 155,687 $3.91M 0.01% -3,708 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 154,213 $3.87M <0.01% +41,061 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 153,100 $3.84M 1.14% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 142,518 $3.58M 2.21% 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 136,585 $3.43M 0.83% +7,150 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 130,929 $3.29M 0.01% -3,078 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 129,150 $3.24M <0.01% +27,035 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 124,546 $3.13M 1.25% +7,446 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 122,168 $3.03M 0.12% +13,237 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 110,133 $2.77M <0.01% +97,799 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 106,967 $2.69M 0.19% -111,938 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 104,054 $2.64M -10,309 Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 104,864 $2.63M 0.54% +8,168 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 92,375 $2.32M 0.02% new 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 88,056 $2.21M 1.05% -11,232 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 85,745 $2.15M 0.37% -107 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 84,021 $2.11M 0.03% +21,737 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 81,900 $2.06M 0.79% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 81,675 $2.05M 0.23% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 81,614 $2.05M 1.17% +6,645 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 77,115 $1.94M <0.01% +42,896 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 76,518 $1.92M 0.59% -8,102 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 75,123 $1.89M 0.08% +10,029 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 71,520 $1.8M 0.14% new 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 69,112 $1.79M 1.3% +2,211 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 69,433 $1.74M <0.01% +52,810 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 69,075 $1.73M 0.7% +1,607 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 68,259 $1.71M 0.09% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 68,486 $1.71M 0.01% +14,693 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 66,908 $1.68M 0.13% +16,507 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 65,507 $1.64M 0.28% +5,482 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 64,017 $1.63M <0.01% -11,063 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 64,700 $1.62M 0.07% +7,800 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 62,491 $1.57M 0.79% +32,881 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,087 $1.53M 0.01% +40,886 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,807 $1.53M <0.01% -60,026 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,603 $1.52M <0.01% +5,459 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 57,709 $1.45M 0.19% +43,404 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 57,248 $1.44M 0.03% +3,699 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 57,239 $1.44M <0.01% -27,239 13F-HR/A Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 56,601 $1.42M 0.08% +6,208 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. 54,800 $1.38M <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 52,512 $1.32M 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 50,711 $1.27M 0.18% +1,363 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 50,305 $1.25M <0.01% +28,679 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 46,637 $1.17M 0.64% -4,505 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 45,014 $1.13M 0.02% +8,047 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,397 $1.11M <0.01% +3,278 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 41,182 $1.03M 0.48% -155,791 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 41,168 $1.03M 0.02% +712 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 41,135 $1.03M <0.01% -7,574 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 40,793 $1.02M 0.05% +1,981 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 38,431 $965K 0.16% -190,695 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 36,915 $953K 0.05% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 37,946 $953K <0.01% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 37,779 $949K 0.04% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 37,709 $947K 0.03% +1,554 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,498 $942K <0.01% -105,985 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 37,014 $929K <0.01% +9,621 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 36,418 $914K 0.08% +335 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,893 $851K 0.01% +14,866 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 33,771 $848K 0.3% +1,191 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 33,286 $836K 0.03% +2,302 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 31,409 $803K 0.01% -39,768 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 31,790 $798K 0.02% +291 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 31,567 $793K 0.18% +4,567 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 30,185 $758K 0.5% +158 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 29,819 $749K 0.08% -12,353 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 28,927 $726K 0.02% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 28,423 $714K 0.38% -18,592 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 28,333 $711K 0.03% +1,109 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,225 $709K <0.01% -32,277 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 28,200 $708K <0.01% 0 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 27,527 $691K 0.04% +10,881 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 27,295 $685K 0.58% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,859 $674K 0.02% +875 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 26,173 $657K <0.01% +4,081 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,127 $656K 0.01% +81 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 25,542 $641K 0.19% +382 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,481 $640K +1,884 Timeline Matisse Capital More: the full row for Matisse Capital 24,900 $625K 0.27% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 24,774 $622K 0.01% +13,570 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 24,435 $614K 0.09% +1,086 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 24,059 $604K 0.14% +2,135 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 23,489 $590K 0.34% +149 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 23,210 $583K <0.01% +2,398 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% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 22,059 $554K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 22,003 $552K 0.03% -641 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21,987 $552K 0.12% +8,163 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,452 $539K 0.01% +10,326 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 20,905 $525K 0.31% +9,505 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 20,889 $525K 0.06% -248 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,809 $523K 0.02% +1,835 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 20,788 $522K 0.06% +3,234 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 19,637 $493K 0.08% -10,945 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 19,294 $484K 0.25% +4,513 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 18,688 $478K 0.25% -854 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 18,347 $461K 0.12% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 18,030 $453K 0.05% +2,464 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 18,000 $452K 2.32% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 17,946 $451K 0.12% +403 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 17,583 $442K 0.03% -5,537 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,319 $435K 0.09% +285 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,235 $433K 0.01% +12,610 13F-HR Timeline