BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,667,632 $2.24B 0.14% -135,389 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,759,389 $1.91B 0.11% +1,752,309 13F-HR Timeline Group TIAA group of 4 filers holding More: the full row for TIAA 6,049,766 $985M -173,351 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,586,428 $914M 0.11% +449,642 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,058,596 $664M 1.12% +16,680 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,914,328 $641M 0.07% -132,141 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,748,033 $450M 0.86% +101,836 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,678,106 $438M 0.02% +895,306 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,646,512 $433M 2.82% -5,885 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,392,697 $392M -36,802 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,343,264 $384M 0.01% -13,653 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,291,785 $211M 0.05% +108,409 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,279,895 $209M 0.04% -13,627 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,070,042 $175M 0.09% -3,315 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 708,529 $116M 1.26% +11,332 13F-HR Timeline Group KB Prvo drustvo za upravuvanje so zadol… More: the full row for KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 519,600 $85M 16.43% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 514,461 $84.2M 0.01% -7,334 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 510,183 $83.5M 0.2% +6,535 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 380,376 $62.3M 0.73% +35,843 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 362,915 $59.4M 0.07% -6,746 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 350,467 $57.4M 3.46% +2,264 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 340,370 $55.7M 0.01% -2,022 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 317,597 $52M 0.03% +4,170 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 314,851 $51.5M 0.06% +44,662 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 312,666 $51.2M 0.05% -12,543 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 307,033 $50.3M +1,255 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 342,065 $48.4M 0.02% +98,583 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 281,229 $46M <0.01% +5,377 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 276,693 $45.3M 0.04% +611 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 273,754 $44.8M 0.02% -28,257 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 267,702 $43.8M 0.44% +26,223 13F-HR Timeline Group IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 259,848 $42.5M 16.02% -1,605 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 241,166 $39.5M 0.9% -387 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 232,232 $38M 0.47% +9,869 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 205,158 $33.8M 0.06% +12,803 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 205,231 $33.3M 2.93% +199,343 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 201,434 $33M 0.21% -4,198 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 199,418 $32.6M 0.01% +2,005 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 196,199 $32.1M 0.04% +53,008 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 194,181 $31.8M 0.07% -45,757 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 184,713 $30.2M 0.14% +7,008 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 184,616 $30.2M 0.01% +98,774 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 183,780 $30.1M 0.06% +22,374 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 182,890 $29.9M 0.62% -3,159 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 178,905 $29.3M 0.85% +1,945 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 161,100 $26.4M 2.65% 0 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 154,912 $25.4M 0.76% -2,397 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 153,263 $25.1M 0.08% -11,751 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 146,606 $24.2M 2.99% -2,844 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 147,226 $24.1M 0.23% -190,670 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 146,266 $23.9M 0.12% +25,364 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 137,404 $22.5M 12.05% +996 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 132,064 $21.6M 0.26% +3,808 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 127,139 $20.8M 0.06% +22,684 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 126,597 $20.7M 0.03% +9,998 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 123,135 $20.2M 0.42% -363 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 116,519 $19.1M 0.21% -4,478 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 104,841 $17.2M 0.03% -903 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 102,610 $16.8M 0.23% +5,615 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 101,285 $16.6M 1.83% -138 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 99,194 $16.2M 1.96% -2,549 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 96,975 $15.9M 0.02% -21,151 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 88,277 $14.4M -2,402 Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 84,286 $13.8M 0.2% -6,452 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 83,906 $13.7M 1.65% -1,017 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 82,970 $13.6M -6,859 Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 82,557 $13.5M 3.63% -2,262 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 80,721 $13.2M 0.01% -3,100 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 80,000 $13.1M 0.51% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 79,800 $13.1M 0.93% -10,044 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 78,634 $12.9M 1.07% +216 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 70,792 $11.6M 0.16% -1,042 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 70,642 $11.6M 5.12% +336 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 69,531 $11.4M 0.28% -2,855 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 69,767 $11.4M 0.9% -69 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 69,207 $11.3M 0.1% -1,433 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 67,897 $11.1M <0.01% +2,934 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 67,340 $11M 0.16% +60 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 65,741 $10.8M 0.16% -1,938 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 65,598 $10.7M 0.02% +8,276 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 62,952 $10.3M 0.13% +1,903 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 62,223 $10.2M 0.51% -2,333 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 62,304 $10.2M 0.04% +5,549 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 61,615 $10M 0.01% 0 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 61,121 $10M 1.25% -497 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 60,483 $9.9M 0.15% +1,867 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 60,173 $9.86M 0.05% -4,265 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 59,809 $9.79M 0.05% -1,563 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 59,611 $9.76M 4.78% -8,543 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 58,583 $9.59M 3.27% +7,835 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 58,312 $9.54M 2.18% -6,458 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 58,228 $9.53M 0.93% -14,978 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 57,618 $9.43M 0.1% +1,102 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 57,214 $9.36M 0.01% -86,979 13F-HR/A Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 57,114 $9.35M 0.15% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 56,830 $9.3M 0.04% +1,719 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 56,035 $9.17M 1.13% -318 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 64,783 $9.16M 0.25% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 54,672 $8.95M 0.11% -664 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 54,113 $8.86M 0.07% -2,095 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 53,396 $8.74M 0.01% -442 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 52,234 $8.55M 0.01% -1,602 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 51,721 $8.47M 0.05% +2,199 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 50,505 $8.25M 1.22% +2,461 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,229 $8.06M 0.01% +872 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 48,735 $7.98M 0.09% -4,756 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 48,723 $7.96M 0.53% +85 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 48,250 $7.9M 6.46% +657 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 54,534 $7.71M 1.33% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 45,850 $7.5M 2.15% +3,750 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 44,872 $7.34M <0.01% -30,037 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 44,554 $7.29M 0.05% +4,741 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 44,358 $7.26M 6.24% 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 43,263 $7.08M 0.04% +7,665 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 42,400 $6.94M 2.88% -144 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 42,126 $6.89M 0.01% +6,878 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 41,534 $6.8M 0.03% +21,073 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 40,778 $6.67M 0.34% +848 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 39,245 $6.42M 1.31% -1,024 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 38,895 $6.37M 0.1% -142 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 39,252 $6.36M +18,024 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 38,855 $6.36M 0.12% -633 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,657 $6.33M 0.03% -5,231 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 38,657 $6.33M 0.31% -1,465 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 38,367 $6.28M 4.45% -243 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 38,183 $6.25M 0.27% -1,825 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 37,743 $6.18M 0.74% +2,159 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 37,403 $6.12M 1.14% +2,326 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 35,948 $5.88M 3.67% -43 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 34,457 $5.64M 0.18% +5,653 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,489 $5.48M 0.04% -996 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 33,221 $5.43M 0.71% +8 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 33,187 $5.43M 1.86% +693 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 32,836 $5.37M 0.01% +4,346 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 32,609 $5.34M 0.57% +49 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 32,371 $5.3M 0.02% +8,682 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 32,222 $5.27M 0.06% +22,496 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 31,902 $5.22M 0.77% -1,645 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 31,500 $5.16M <0.01% -36,300 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 31,224 $5.11M 0.07% +64 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,083 $5.09M 0.01% +1,361 13F-HR Timeline Group Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 30,636 $5.01M 10.1% -1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 30,631 $5.01M 0.08% -6 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 30,347 $4.97M 0.92% -211 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 30,319 $4.96M -2,832 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,580 $4.84M 0.02% +597 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 28,118 $4.6M 0.07% +47 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 27,794 $4.55M 2.02% new 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 27,079 $4.43M 1.87% +521 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 26,866 $4.4M 0.01% -588 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,579 $4.35M 0.09% -852 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 26,401 $4.32M 0.11% +6,026 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 26,173 $4.28M 0.17% +3,041 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 25,744 $4.21M 0.21% -31 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 25,646 $4.2M 1.12% -461 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 25,232 $4.13M 1% +4,894 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 25,008 $4.09M 1.23% +389 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 24,989 $4.09M 0.72% -2,279 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 24,728 $4.05M 0.21% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 24,625 $4.03M 0.73% -232 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 24,610 $4.03M 3.12% +2,227 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 24,599 $4.03M 0.11% -81 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,534 $4.02M 0.02% +955 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 24,119 $3.95M 0.14% +50 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 23,990 $3.93M 1.09% +475 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 23,256 $3.81M 0.62% -713 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 23,226 $3.8M 0.02% +1,314 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,091 $3.78M 0.02% -2,385 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 23,078 $3.78M 0.56% -24 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,068 $3.78M <0.01% -1,054 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 22,938 $3.75M 0.1% -135 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,760 $3.73M 0.02% +19 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 22,712 $3.72M 0.04% +1,096 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,696 $3.71M <0.01% new 13F-HR Timeline Group Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 22,299 $3.65M 2.56% -220 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 21,972 $3.6M 0.73% -414 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 21,854 $3.58M 0.16% -236 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 21,765 $3.54M 0.09% -521 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 21,380 $3.5M <0.01% -1,181 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 21,241 $3.48M 0.82% +194 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,235 $3.48M 0.13% +39 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 20,887 $3.42M 0.63% +2,200 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 20,485 $3.35M 1.04% +430 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 20,431 $3.34M 0.04% -620 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 20,065 $3.28M 0.42% -1,302 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 19,623 $3.21M 0.02% -249 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 19,509 $3.19M 0.33% -57 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 19,437 $3.18M <0.01% +1,167 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,285 $3.16M 0.01% +35 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,206 $3.14M 0.03% +2,125 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,769 $3.07M 0.01% +783 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18,695 $3.06M 0.02% +16,051 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,529 $3.03M 0.09% +323 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 18,500 $3.03M 0.26% 0 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 18,487 $3.03M 0.15% +25 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 18,213 $2.98M 1.74% -153 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 18,200 $2.98M <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,171 $2.96M 0.05% +374 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 18,034 $2.95M 1.59% +747 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18,032 $2.95M 0.11% -459 13F-HR Timeline