FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,804,361 $755M 0.55% -252,952 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,195,793 $322M 0.02% -158,075 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 911,713 $245M 0.05% -38,966 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 839,143 $226M 0.06% +44,692 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 704,303 $190M 0.01% -15,225 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 599,378 $161M -279,822 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 460,317 $124M 0.04% -9,658 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 366,030 $98.5M 0.02% -79,603 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 305,460 $82.2M 0.12% -272,140 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 148,993 $40.1M -3,572 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 138,762 $37.4M 0.05% -6,731 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 126,976 $34.2M 0.05% -16,878 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 126,061 $33.9M 0.01% -700 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 125,454 $33.8M 0.03% +332 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 113,467 $30.5M 0.04% -15,916 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 109,285 $29.4M 0.03% -4,058 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 107,129 $28.8M 0.01% -5,180 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 94,159 $25.3M 0.07% -14,384 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 92,412 $24.9M 0.06% -1,823 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 88,500 $23.8M 1.69% new 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 83,725 $22.5M <0.01% -211,705 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 82,576 $22.2M 0.02% +7,948 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 82,038 $22.1M 1.91% +2,979 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 79,510 $21.4M 0.3% -5,583 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 78,269 $21.1M 0.23% -1,482 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 76,251 $20.5M +279 Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 75,284 $20.3M 0.26% +1,296 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 72,509 $19.5M 0.03% -4,310 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 71,467 $19.2M 0.54% +45,826 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 66,582 $17.9M 0.24% -1,014 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 65,897 $17.7M 0.03% -39,256 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 65,646 $17.7M 0.1% -980 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,301 $17M 0.06% -15,893 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 62,052 $16.7M 0.53% +461 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 61,230 $16.5M 1.74% +2,582 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 57,000 $15.3M 0.13% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 56,782 $15.3M 0.03% +3,094 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,807 $15M <0.01% -461 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 55,190 $14.9M 4.51% new 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 55,074 $14.8M 0.03% +351 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 53,326 $14.4M 0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 53,004 $14.3M 1.26% -25,732 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 52,181 $14M 8.66% +3,620 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 50,662 $13.6M 0.07% +40,484 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 48,489 $13.1M 0.03% +5,563 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 46,073 $12.4M 0.82% -577 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 42,198 $11.4M 0.01% +4,134 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 41,122 $11.1M 0.02% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 38,578 $10.4M 0.15% -724 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 37,093 $9.98M 0.69% +1,075 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 34,060 $9.17M 0.31% +22,807 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 33,896 $9.12M 0.18% +14,149 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 33,094 $8.91M 0.11% -121 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 32,905 $8.86M 2.53% -520 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 31,800 $8.65M 0.88% -433 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 31,955 $8.6M 3.77% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,823 $8.57M 0.01% +25,799 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 31,218 $8.4M 1.66% -189 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,170 $7.85M 0.06% +27,955 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 28,676 $7.72M 3.72% -374 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,374 $7.64M 0.01% +15,277 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 27,706 $7.46M 2.7% +1,724 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,487 $7.4M 0.02% -657 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 27,156 $7.31M 0.64% -2,551 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,326 $7.09M 0.03% -933 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,036 $7.01M 0.12% -2,358 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 25,858 $6.96M 0.74% -185 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 25,740 $6.93M 0.41% -260 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 25,446 $6.85M 4.5% -12,509 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 25,365 $6.83M 0.67% +1,536 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,324 $6.82M 0.05% +1,122 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 25,124 $6.76M <0.01% +120 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 24,755 $6.66M 0.37% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,707 $6.65M 0.01% +179 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 23,171 $6.24M 1.91% -171 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 21,792 $5.87M 3.76% -430 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 21,754 $5.86M 6.5% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,668 $5.83M 0.03% -212 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 20,317 $5.47M 4.66% -200 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,003 $5.38M 0.01% -1,317 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 19,176 $5.16M 1.58% -757 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,810 $5.06M 0.06% -174 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 17,952 $4.83M 0.03% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,690 $4.76M 0.02% +505 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,473 $4.7M 0.1% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 17,103 $4.6M 1.49% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,018 $4.58M 0.01% -1,497 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,258 $4.38M 0.07% -746 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 16,059 $4.32M 2.11% -178 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15,460 $4.16M 0.45% +387 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 15,458 $4.16M 0.04% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,707 $3.96M <0.01% +216 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,646 $3.94M 0.05% -321 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 13,438 $3.62M 1.04% -595 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 13,404 $3.61M 0.82% +5 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,219 $3.56M 0.85% -263 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,046 $3.51M 0.02% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 13,032 $3.51M 1.39% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,419 $3.34M 0.02% -665 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,416 $3.34M 0.02% +504 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12,347 $3.32M 0.04% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 12,244 $3.3M <0.01% +629 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,819 $3.18M 0.93% -828 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,758 $3.17M 0.01% +123 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,670 $3.14M 0.14% +613 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 11,427 $3.11M 2.34% -20 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,502 $3.1M 0.04% +4,016 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 11,323 $3.05M 1.59% +40 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. 11,185 $3.01M <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,049 $2.97M 0.11% -2,203 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,970 $2.95M 0.04% -354 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,481 $2.82M 0.01% -266 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,449 $2.81M 0.31% +92 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 11,151 $2.77M 0.78% +1,704 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,046 $2.7M 2.09% +471 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,991 $2.69M 0.12% -155 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,915 $2.67M 0.06% +329 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,890 $2.66M 0.05% -1,801 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,808 $2.66M <0.01% +1,382 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 10,010 $2.63M 0.03% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,801 $2.63M 0.59% -713 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,704 $2.61M 0.73% +830 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 9,695 $2.61M 0.76% +1,591 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 9,491 $2.55M 2.05% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 9,454 $2.54M -659 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,240 $2.49M 0.09% +57 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,193 $2.47M 0.5% -470 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,009 $2.43M <0.01% -119,484 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 8,994 $2.42M 0.27% -130 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,796 $2.37M 0.07% -2,033 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,780 $2.36M <0.01% -517 13F-HR/A Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,575 $2.31M 0.19% -1 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 8,552 $2.3M 0.6% -172 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,372 $2.25M 1.01% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,332 $2.24M 0.11% +2,815 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,264 $2.22M 0.06% +142 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,212 $2.21M 0.71% -100 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 8,100 $2.18M 0.81% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8,038 $2.16M 0.35% -185 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,977 $2.15M 0.03% -5,538 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,933 $2.14M 0.01% -134 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,911 $2.13M 0.7% -331 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,856 $2.11M 0.18% -303 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 7,830 $2.11M 0.45% 0 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 7,734 $2.08M <0.01% -41 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 7,676 $2.07M 1.23% -111 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,605 $2.05M 0.05% -99 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,537 $2.03M 0.25% +42 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,679 $2.01M 0.41% +235 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,341 $1.98M 0.01% +34 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,325 $1.97M 0.47% -62 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 7,137 $1.92M 0.75% +245 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,039 $1.89M 0.83% -20 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 6,982 $1.88M 0.15% -942 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,953 $1.87M 0.7% -32 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,896 $1.86M 0.06% +2,829 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,759 $1.82M 0.19% -134 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,602 $1.78M 0.04% -9 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,554 $1.76M +3,326 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,531 $1.76M 0.04% +712 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,452 $1.74M 0.02% +341 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,433 $1.73M 0.06% +121 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,402 $1.72M 0.09% -177 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,394 $1.72M 0.09% +73 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 6,355 $1.71M 0.08% -35 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,305 $1.7M 1.16% -400 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,280 $1.69M 0.03% -52 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,221 $1.67M 0.08% -476 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,265 $1.66M 0.58% +150 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 6,014 $1.62M 1.26% 13F-HR Timeline Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 5,984 $1.61M 0.29% 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,118 $1.6M 0.08% +5,277 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,752 $1.55M 0.64% -262 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,709 $1.54M 0.71% -362 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,506 $1.53M 0.07% -1,035 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,652 $1.52M 0.07% -415 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 5,567 $1.5M 2.43% -9,506 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,561 $1.5M 0.01% +42 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 5,534 $1.49M 0.02% -1,658 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,458 $1.47M 0.85% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,408 $1.46M <0.01% +1,866 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,365 $1.44M 0.52% -53 13F-HR Timeline HFG Advisors, Inc. 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