FMR LLC in group FMR LLC More: the full row for FMR LLC 47,246,202 $1.8B 0.09% +8,462,725 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,606,912 $138M 8.34% +157,975 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,329,851 $127M 0.17% +489,073 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,710,665 $103M 13.84% +219,527 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,653,482 $101M 0.03% +301,991 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,966,767 $75.1M 19.98% +27,562 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,709,182 $65.2M 0.07% +191,407 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,525,842 $58.2M 4.53% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,396,617 $53.3M 0.14% +1,073,930 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,300,235 $49.6M 0.07% -57,124 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,144,814 $43.7M 0.16% +293,583 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,131,143 $43.2M 0.03% +355,835 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,114,000 $42.5M 0.06% +164,700 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 882,121 $33.7M 0.14% +46,313 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 779,056 $29.7M 0.01% +207,910 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 717,452 $27.4M <0.01% +49,881 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 622,996 $23.8M 0.01% +472,558 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 495,992 $18.9M +29,267 Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 480,387 $18.3M 15.08% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 397,652 $15.2M 3.25% +9,068 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/ 387,037 $14.8M <0.01% +367,736 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 343,482 $13.1M 0.01% -97,581 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 299,546 $11.4M 8.44% +16,469 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 242,371 $9.25M 2.69% +40,074 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 223,905 $8.66M 0.01% -1,304 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 191,822 $7.32M 0.01% +247 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 190,676 $7.28M <0.01% +63,792 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 175,011 $6.68M 0.05% +10,477 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 170,434 $6.51M 0.1% -13,447 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 165,269 $6.31M 4.66% 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 156,702 $5.98M 4.5% +2,356 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 152,331 $5.81M 0.02% -6,377 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 150,850 $5.76M 1.82% +1,382 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 150,818 $5.76M 2.04% -811 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 149,715 $5.71M 0.01% +39,725 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 136,934 $5.23M <0.01% +56,709 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 113,419 $4.33M 0.01% +2,235 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 104,971 $4.05M 0.47% -16,918 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 105,951 $4.04M 0.19% +20,656 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 104,541 $4.01M 1.13% +6,269 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 103,903 $3.97M <0.01% +58,081 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 89,991 $3.43M 0.04% +71,705 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 80,399 $3.07M 0.69% +1,618 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 78,917 $3.01M <0.01% +52,934 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 75,252 $2.87M 1.22% +4,999 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 72,480 $2.77M 0.38% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 70,335 $2.68M <0.01% +932 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 65,994 $2.52M 0.37% +148 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 65,299 $2.49M 0.01% +45,970 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 58,807 $2.25M <0.01% +6,426 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 57,098 $2.18M 0.16% new 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 54,408 $2.08M 0.88% +1,019 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 51,041 $1.95M 0.15% +2,957 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,573 $1.93M <0.01% -19,286 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 50,485 $1.91M 0.88% +1,403 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 49,759 $1.9M 0.01% -1,695 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 48,906 $1.87M 0.01% -687 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46,941 $1.79M 0.01% +16,598 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 44,584 $1.7M <0.01% +9,196 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 42,822 $1.63M 0.05% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 42,808 $1.63M <0.01% +14,246 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 42,720 $1.63M <0.01% +21,496 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 41,177 $1.57M 0.23% +5,772 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 39,487 $1.51M 0.62% +22,720 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 39,098 $1.49M 0.07% +547 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 36,501 $1.39M 0.22% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 36,431 $1.39M 0.06% +5,973 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 35,771 $1.37M 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,801 $1.33M <0.01% +15,135 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 33,678 $1.29M 0.06% +3,713 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 32,381 $1.24M 0.15% +58 13F-HR/A Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 31,376 $1.2M 0.11% -1,410 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,954 $1.14M 0.04% +7,699 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 29,780 $1.14M 0.15% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 28,700 $1.1M <0.01% -42,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,068 $1.07M 0.02% +3,045 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 26,147 $998K 0.67% -5,065 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 25,923 $989K 0.02% +58 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 23,848 $912K 0.35% +587 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 22,810 $871K 0.52% -30 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,191 $864K <0.01% 0 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 21,900 $836K 0.04% +1,205 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 20,223 $772K 0.27% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,094 $767K 0.01% +2,872 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 20,003 $764K 0.21% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 19,685 $751K 0.22% +16,244 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,842 $643K 0.03% +10,733 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 16,685 $637K 0.35% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,540 $631K 0.01% +34 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,314 $585K 0.01% -78 13F-HR Timeline Group Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 15,015 $573K 0.55% 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 14,767 $564K 0.2% +264 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 14,682 $560K 0.15% +1,833 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,307 $546K 0.03% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,925 $532K <0.01% -808 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,874 $530K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,636 $520K 0.01% +308 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,601 $519K 0.01% -3,028 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,471 $514K 0.03% +3,481 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 13,420 $512K 0.19% +30 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,140 $502K <0.01% +1,952 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 13,063 $499K <0.01% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 12,919 $493K 0.42% +30 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 12,831 $490K 0.27% -78 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,725 $486K 0.02% new 13F-HR/A Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,619 $482K 0.11% +164 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,471 $476K <0.01% +11,250 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 12,246 $467K 0.38% 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 12,227 $467K 0.16% -3 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,145 $464K <0.01% +153 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,136 $463K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 11,860 $453K 0.07% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 11,750 $448K 0.29% -1,200 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,683 $446K 0.03% +20 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 11,322 $432K 0.08% +1,209 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,772 $411K 0.01% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 10,441 $399K 0.15% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,147 $390K <0.01% +19 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 10,062 $385K 0.11% +23 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 9,470 $361K 0.26% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,417 $359K 0.02% +1,000 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,355 $357K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,192 $326K 0.01% -2,255 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 8,456 $323K 0.19% +260 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,371 $320K <0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,134 $315K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,052 $307K 0.05% -76,767 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,976 $304K 0.02% +222 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7,722 $295K 0.03% +18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,612 $291K 0.01% -283 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,590 $290K 0.01% +5,245 13F-HR/A Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,450 $284K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,353 $281K <0.01% +1,490 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,267 $277K 0.05% +212 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 7,234 $276K 0.15% +248 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,093 $271K <0.01% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,047 $269K 0.07% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,998 $267K 0.01% +15 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,949 $265K <0.01% +3,253 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 6,815 $260K 0.03% +13 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,648 $254K <0.01% +849 13F-HR/A Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,495 $248K 0.03% +14 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,490 $248K <0.01% -1,327 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,434 $247K 0.02% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,338 $243K 0.05% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,350 $242K <0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,329 $242K 0.02% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,232 $238K <0.01% +4,634 13F-HR/A Timeline Group Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 6,060 $231K 0.16% +3 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,926 $226K 0.04% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,872 $224K 0.02% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 5,849 $223K 0.2% 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 5,786 $221K 0.01% new 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 5,714 $218K 0.05% +13 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,688 $217K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,507 $210K <0.01% +2 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,491 $210K 0.01% -260 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,397 $206K 0.05% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,356 $204K 0.04% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,321 $203K 0.18% +4 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,270 $201K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,224 $199K <0.01% +219 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 4,628 $177K 0.15% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,519 $172K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,138 $158K <0.01% +3,721 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 3,378 $129K 0.13% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,347 $128K 0.05% +7 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,186 $122K <0.01% +18 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,002 $115K <0.01% +1,124 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,847 $109K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,746 $105K <0.01% -158 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,644 $102K 0.04% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,489 $95K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,496 $95K 0.03% +6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,377 $90K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,958 $74.7K <0.01% -5,661 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,691 $64.5K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,607 $61.4K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,584 $60.5K 0.01% +4 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,471 $56.1K 0.01% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,390 $53.1K <0.01% -11 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,308 $49.9K <0.01% -2,566 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,231 $47K 0.01% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,223 $46.7K <0.01% +363 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,125 $42.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,054 $40.2K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 994 $37.9K <0.01% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 944 $36K <0.01% new 13F-HR Timeline Blue Trust, Inc. 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