BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,057,556 $559M 0.04% +361,123 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,398,870 $334M 0.02% +703,256 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,504,027 $219M 0.07% +1,395,909 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 2,988,924 $119M 5.3% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,600,632 $103M 0.02% -357,848 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,470,423 $98.2M 0.01% +2,246,307 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,433,694 $57.2M 0.21% +683,476 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,125,309 $44.7M 0.03% +1,055,408 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 927,411 $36.9M -17,185 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 749,487 $29.8M 0.01% +44,926 13F-HR Timeline Group Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 660,349 $26.2M 0.01% 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 616,230 $24.5M +190,137 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 590,261 $23.5M 0.01% -605,839 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 501,105 $19.9M 0.97% -4,981 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 472,419 $18.8M <0.01% +463,880 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 395,977 $15.7M 0.06% +1,348 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 357,565 $14.2M 1.38% +29,231 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 346,854 $13.8M <0.01% +153,548 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 344,712 $13.7M 0.07% -5,886 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 328,743 $13.1M 4.35% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 321,737 $12.8M 0.87% -9,995 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 313,266 $12.5M 0.01% -5,992 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 328,512 $11.9M 0.73% 0 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 296,056 $11.8M 0.03% -1,140 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 280,742 $11.2M 0.03% +270,796 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 273,331 $10.9M <0.01% -56,173 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 251,162 $9.98M 0.02% -100,725 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 237,033 $9.42M 0.38% -1,156 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 222,642 $8.85M 1.68% -7,461 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 221,617 $8.81M <0.01% -456,201 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 211,689 $8.41M 0.03% +197,365 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 206,357 $8.2M 0.99% +8,073 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 202,414 $8.05M 0.31% +11,209 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 194,993 $7.75M 0.85% +279 13F-HR/A Timeline ES4, LLC More: the full row for ES4, LLC 193,477 $7.69M 4.04% 0 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 189,978 $7.55M 4.03% 0 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 170,041 $6.76M 0.05% 0 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 158,041 $6.28M 0.34% +77,100 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 153,427 $6.1M 0.01% +46,252 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 143,282 $5.72M 0.21% +12,067 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 143,136 $5.69M 0.01% new 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 132,323 $5.26M 1.67% -1,637 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 124,364 $4.94M 2.42% -1,665 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 113,088 $4.6M 0.42% -25,106 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 107,051 $4.27M 0.27% +28,463 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 106,177 $4.22M <0.01% -220,640 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 20,723 $4.14M 2.74% -81,753 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 101,953 $4.05M 0.47% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 98,512 $3.92M 0.05% -116,818 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 98,300 $3.91M 0.01% -13,000 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 94,438 $3.75M 0.05% -653,014 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 89,000 $3.54M 0.01% +70,000 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 86,274 $3.43M <0.01% +67,180 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,163 $3.35M <0.01% -1,793 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 81,436 $3.24M 0.19% -6,772 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 74,643 $2.97M 1.63% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 71,108 $2.83M <0.01% -4,749 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 66,733 $2.65M 0.03% +5,014 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 65,210 $2.59M 0.49% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 60,961 $2.42M 1.63% -111,851 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 58,395 $2.32M <0.01% +46,576 13F-HR Timeline Group Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 57,104 $2.27M 0.81% -793 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 53,060 $2.12M 0.01% +52,560 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 50,337 $2M 0.13% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 49,654 $1.97M 0.03% -4,679 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 49,040 $1.95M <0.01% +9,010 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 48,506 $1.93M 0.96% +2,176 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 45,866 $1.82M 0.23% -6,870 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,160 $1.77M +38,552 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,568 $1.65M <0.01% +6,522 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 40,460 $1.61M <0.01% +12,599 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 39,169 $1.56M 0.44% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,906 $1.55M 0.02% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 37,712 $1.5M <0.01% -340 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,111 $1.4M <0.01% -15,921 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 34,758 $1.38M 0.03% +13,187 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,716 $1.36M <0.01% +22,760 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 34,100 $1.36M <0.01% 0 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 33,528 $1.33M 0.01% -3,951 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 33,166 $1.32M 0.01% -52,782 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 30,295 $1.2M 0.65% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 29,810 $1.18M <0.01% +4,701 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 29,292 $1.17M 0.12% +1,129 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 29,185 $1.16M 1.09% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 28,843 $1.15M <0.01% +8,181 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 30,915 $1.14M 0.02% -1,273 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 28,231 $1.12M 1.14% +15 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,765 $984K 0.03% -12,148 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 23,892 $950K 0.14% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,181 $842K <0.01% new 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 18,024 $716K 0.25% -1,274 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 17,902 $712K 0.13% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 16,156 $642K 0.65% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,534 $578K <0.01% +12,528 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,505 $577K 0.01% -550 13F-HR Timeline Group Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 14,251 $566K 0.33% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,140 $562K 0.02% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,675 $544K 0.36% -500 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,605 $541K 0.01% +281 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,399 $533K 0.04% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 13,115 $521K 0.15% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,923 $514K <0.01% +536 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,830 $510K 0.01% +1,163 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 12,732 $506K <0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,142 $503K 0.03% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,642 $503K 0.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,632 $502K <0.01% +1,088 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 12,531 $498K 0.19% +1,150 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,430 $494K 0.11% +30 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,894 $473K <0.01% +6,072 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,454 $455K <0.01% -27,047 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 11,410 $454K 0.52% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,624 $422K <0.01% -55 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,605 $422K <0.01% -392 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 10,395 $413K 0.12% +3,969 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,257 $408K 0.01% -226 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,025 $398K 0.01% -17,951 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 9,557 $380K 0.13% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,364 $372K 0.17% +77 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,273 $369K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,971 $358K <0.01% +4 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,935 $355K 0.02% +271 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,778 $349K 0.08% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 8,754 $348K 0.03% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,664 $344K 0.02% +1,296 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,644 $344K <0.01% +417 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,331 $331K <0.01% new 13F-HR/A Timeline Group Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 7,771 $309K 0.13% +1,283 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,623 $303K <0.01% -257 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,431 $295K <0.01% 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 7,079 $281K <0.01% new 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,036 $280K 0.08% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,587 $262K <0.01% +77 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,586 $262K 0.01% 0 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 6,310 $252K 0.19% new 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 6,079 $242K 0.17% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,052 $241K 0.02% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,800 $231K 0.03% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,780 $230K 0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,749 $229K <0.01% +624 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,665 $225K <0.01% -281 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 5,487 $218K 1.88% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 5,415 $215K 0.06% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,090 $202K 0.16% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,940 $196K <0.01% -610 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. 4,752 $189K <0.01% +28 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 4,138 $164K 0.13% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,608 $143K <0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,400 $135K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,756 $110K <0.01% -150 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,500 $99.4K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,313 $91.9K <0.01% new 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,125 $84.5K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,054 $81.6K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,750 $69.6K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,596 $63.4K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,200 $47.7K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,190 $47.3K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,033 $41.1K <0.01% +866 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 984 $39.1K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 821 $32.6K <0.01% -267 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 785 $31.2K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 695 $27.6K 0.01% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 675 $26.8K <0.01% +361 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 656 $26.1K 0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 619 $24.6K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 557 $22.1K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 522 $20.8K <0.01% +335 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 498 $19.8K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 462 $18.4K <0.01% +318 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 432 $17.2K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 408 $16.2K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 369 $15K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 350 $13.9K <0.01% -3,677 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 347 $13.8K <0.01% +139 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 260 $10.3K <0.01% -200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 259 $10.3K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 236 $9.38K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 219 $9K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 205 $8.15K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 200 $7.95K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 175 $6.96K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 153 $6.08K <0.01% -487,165 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 121 $5K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 118 $4.69K <0.01% +96 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $3.99K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $3.98K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 96 $3.83K <0.01% -9 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 80 $3.18K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 78 $3.1K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 67 $2.67K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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