FMR LLC in group FMR LLC More: the full row for FMR LLC 51,712,717 $2.17B 0.09% +2,870,424 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,815,632 $160M 8.54% +12,281 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,733,082 $156M 0.2% +188,525 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,712,785 $156M 0.46% +1,819,688 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,484,948 $146M 16.49% +180,894 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,143,965 $132M 0.03% +296,468 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,194,238 $92M +88,017 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,121,806 $88.9M 0.05% +2,020,098 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,980,837 $83M 18.81% +62,155 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,708,384 $71.6M 4.92% +40,399 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,704,460 $71.4M 0.07% -18,960 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,575,565 $66M 0.02% +288,440 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,179,784 $49.4M 0.03% +101,541 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,151,711 $48.3M 0.06% +229,936 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,045,600 $43.8M 0.03% +406,700 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 882,500 $36.7M <0.01% +18,029 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 861,944 $36.1M 0.12% +23,512 13F-HR Timeline Group Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 824,315 $34.5M 2.98% -41,700 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 769,975 $32.3M 3.59% -20,973 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 725,406 $30.9M 0.05% +606,699 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 663,593 $27.8M 0.01% -115,250 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 529,210 $22.2M 0.02% +187,838 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 504,262 $21.1M 0.24% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 472,739 $19.8M 7.27% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 453,709 $19M 12.86% -19,940 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 433,747 $18.2M 3.37% +16,837 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/ 416,408 $17.5M <0.01% +16,434 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 359,359 $15.1M 0.01% +141,361 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 343,980 $14.4M <0.01% +79,754 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 305,681 $12.8M 2.87% +177,960 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 221,851 $9.3M 0.02% +161,486 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 180,540 $8.71M 0.04% +7,916 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 191,204 $8.01M <0.01% -237,713 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 183,123 $7.67M 4.23% -1,371 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 182,172 $7.63M 0.02% +13,445 13F-HR/A Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 176,307 $7.39M 4.94% -649 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 161,706 $6.78M <0.01% +39,985 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 158,051 $6.62M 0.04% -21,289 13F-HR Timeline Group LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 154,046 $6.46M 2.1% +5,573 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 150,357 $6.3M 1.45% +850 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 140,740 $5.9M 4.13% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 136,019 $5.7M 0.01% -243 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 113,513 $4.76M 0.01% +4,351 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 112,714 $4.72M 1.16% +6,047 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 105,438 $4.42M 0.11% +17,159 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 99,342 $4.16M 0.03% +3,058 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 108,718 $3.94M 0.16% +2,767 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 92,364 $3.87M <0.01% +1,385 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 90,965 $3.81M 1.45% +3,952 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 85,609 $3.59M 0.66% -3,691 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 84,060 $3.52M 0.67% +3,526 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 83,022 $3.45M 0.19% +1,139 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 77,944 $3.27M 0.43% -2,892 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 76,643 $3.21M 0.01% +4,834 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 69,175 $2.9M <0.01% +12,345 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 69,108 $2.9M <0.01% +3,188 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 67,490 $2.83M 0.15% +14,895 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 66,659 $2.79M 1% +14,203 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 65,121 $2.73M 0.35% -2,500 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 64,229 $2.69M <0.01% +9,847 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 59,962 $2.51M 0.95% +6,771 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,654 $2.5M 0.09% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 58,975 $2.47M 1.23% -256,001 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 57,575 $2.41M 0.05% +7,664 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 55,144 $2.31M 0.23% -47,916 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 54,645 $2.29M <0.01% +11,441 13F-HR/A Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 54,228 $2.27M 0.3% -3,359 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 53,242 $2.23M 0.82% -150 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 49,853 $2.09M 0.56% +29,417 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 49,543 $2.08M <0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 47,782 $2M 0.01% -476 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 43,690 $1.83M 0.04% +36,642 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 42,511 $1.78M 0.06% +2,152 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 41,461 $1.74M 0.21% -112 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 40,135 $1.68M 0.01% -7,817 13F-HR Timeline Group InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 40,010 $1.68M 0.83% +33,206 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36,901 $1.55M 0.02% +3,350 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,895 $1.5M 0.01% -9,771 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 35,750 $1.5M 0.01% -21 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 35,399 $1.48M 0.02% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 35,252 $1.48M 0.38% +8,613 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,242 $1.48M 0.06% +318 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. 34,816 $1.46M <0.01% new 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 34,001 $1.43M 0.14% +54 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 33,566 $1.41M 0.06% +10,000 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,254 $1.35M 0.06% +7,064 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 31,368 $1.31M 0.63% +5,427 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,032 $1.26M <0.01% -1,990 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,548 $1.24M 0.01% +917 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 29,228 $1.22M 0.1% -2,115 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 29,074 $1.22M 0.1% +13,514 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 26,699 $1.12M 0.93% 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 26,155 $1.1M 0.23% +13,909 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 26,002 $1.09M 0.3% +4,232 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 25,882 $1.08M 0.66% -247 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 25,829 $1.06M <0.01% +21,406 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 24,474 $1.03M 0.01% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 24,081 $1.01M 0.3% +155 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 23,443 $983K 0.48% +450 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,208 $973K 0.01% +2,401 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 23,075 $967K 0.02% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 21,821 $915K 0.05% -193 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,934 $877K 0.01% +1,766 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20,581 $863K 0.02% -63,386 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 20,502 $859K +10,864 Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 20,003 $838K 0.21% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 18,792 $788K 0.59% -761 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 18,562 $778K 0.47% +1,200 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 18,283 $766K 0.07% -132 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,661 $740K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,580 $737K <0.01% +5,632 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 17,435 $731K 0.34% -920 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,226 $722K 0.03% +1,154 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,614 $696K 0.01% +32 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,600 $654K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 15,227 $638K 0.16% +77 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 14,750 $618K 0.32% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 14,388 $603K 0.3% -190 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,695 $574K 0.01% +18 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 13,642 $572K 0.15% +380 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 13,486 $565K 0.17% +28 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 13,319 $558K 0.07% +608 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,239 $555K 0.02% +7,407 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 13,004 $545K <0.01% +22 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 12,981 $544K 0.41% +26 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,668 $531K 0.01% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,654 $530K 0.08% 0 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 12,136 $509K 0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,104 $507K 0.03% +100 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,046 $505K 0.01% -4,754 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 11,860 $497K 0.06% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,855 $497K 0.01% +300 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,803 $495K 0.01% +3,432 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,392 $477K <0.01% +4,661 13F-HR/A Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 10,904 $459K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,124 $424K <0.01% +2,662 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 10,111 $424K 0.1% +21 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,006 $419K 0.01% +3 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 9,820 $412K 0.15% +2,619 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,632 $404K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,373 $393K 0.02% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,111 $382K <0.01% +4,348 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,718 $365K <0.01% +1,127 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,416 $353K <0.01% +17 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,169 $342K 0.01% -248 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,134 $341K 0.04% 0 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 8,000 $335K 0.18% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,783 $326K <0.01% +432 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,736 $324K 0.05% +67 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,551 $316K 0.02% +1,383 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,533 $316K 0.02% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 7,497 $314K 0.16% +254 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,448 $312K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,092 $297K <0.01% +1,316 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,067 $296K 0.06% +20 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,031 $295K 0.01% +14 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,929 $290K 0.04% -163 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,919 $290K <0.01% +1,823 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,909 $290K 0.02% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,842 $287K 0.03% +12 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 6,731 $282K 0.25% +1,167 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 6,676 $280K 0.02% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,527 $274K 0.03% +13 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,358 $266K <0.01% new 13F-HR/A Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 6,356 $266K 0.09% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,350 $266K <0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,329 $265K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,143 $257K 0.02% -838 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 6,067 $254K 0.14% +3 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,938 $249K <0.01% -1,014 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,900 $247K 0.03% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,872 $246K 0.02% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 5,849 $245K 0.2% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 5,741 $241K 0.05% +12 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 5,701 $239K 0.11% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,694 $239K <0.01% new 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 5,634 $236K -5,634 Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,516 $231K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,360 $225K 0.18% +3 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,356 $224K 0.04% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,320 $223K 0.02% -2,953 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,285 $222K 0.03% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,290 $222K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,284 $221K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,272 $221K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,240 $219K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,218 $219K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,209 $218K <0.01% new 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,143 $216K 0.02% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,926 $215K 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,109 $214K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,968 $208K 0.01% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,931 $207K 0.08% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,884 $204K <0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,814 $202K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,665 $196K <0.01% +1,630 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 4,628 $194K 0.11% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,390 $184K <0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. 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