BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,696,433 $496M 0.04% +1,515,922 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,695,614 $278M 0.02% +3,204,852 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,108,118 $149M 0.05% +4,099,183 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,958,480 $107M 0.03% +2,950,703 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,196,100 $43.3M 0.01% +595,712 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 944,596 $34.2M new Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 750,218 $27.1M 0.12% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 747,452 $27M 0.42% +70,732 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 704,561 $25.5M 0.01% +334,299 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 677,818 $24.5M 0.01% +38,827 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 563,995 $20.4M 0.01% -210,351 13F-HR/A Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 506,086 $18.3M 1% -3,991 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 487,318 $17.6M 3.5% +78,036 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 426,093 $15.4M -104,919 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 394,629 $14.3M 0.06% -9,763 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 351,887 $12.7M 0.03% +272,950 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 350,598 $12.7M 0.06% +24,055 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 331,732 $12M 0.97% +38,186 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 329,504 $11.9M 0.01% +28,126 13F-HR Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 328,743 $11.9M 6.14% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 328,512 $11.9M 0.74% new 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 328,334 $11.9M 1.47% +10,771 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 326,817 $11.8M <0.01% +8,904 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 319,258 $11.6M 0.02% -7,507 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 297,196 $10.8M 0.03% +4,031 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 238,189 $8.62M 0.39% -10,932 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 230,103 $8.33M 1.75% +6,288 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 224,116 $7.83M <0.01% +151,125 13F-HR/A Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 215,330 $7.79M 0.1% -57,824 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 201,112 $7.28M 1.24% +13,475 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 198,284 $7.17M 0.98% -885 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 194,714 $7.04M 0.81% +4,724 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 193,477 $7M 4.52% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 193,306 $6.99M <0.01% -107,276 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 191,205 $6.92M 0.31% new 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 189,978 $6.87M 4.27% +8,034 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 172,812 $6.25M 3.87% +23,080 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 $6.15M 0.05% +8,600 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 138,194 $5.51M 0.54% +47,762 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 146,612 $5.3M 0.23% -252,425 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 133,960 $4.85M 1.71% +1,903 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 131,215 $4.75M 0.19% +14,173 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 126,029 $4.56M 2.37% -8,412 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 111,300 $4.03M 0.01% -54,000 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 107,175 $3.88M 0.01% +21,561 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 102,476 $3.71M 2.31% +368 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 88,208 $3.19M 0.22% -231,652 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 85,956 $3.11M <0.01% +42,313 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 85,948 $3.11M 0.03% +6,669 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 80,941 $2.93M 0.16% -232,640 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 78,588 $2.84M 0.22% +37,153 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 75,857 $2.74M 0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 69,901 $2.53M <0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 66,719 $2.41M 0.06% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 61,719 $2.23M 0.03% +4,024 13F-HR Timeline Group Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 57,897 $2.09M 0.87% -282 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,333 $1.97M 0.04% +40,726 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 52,736 $1.91M 0.32% +3,122 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 52,560 $1.9M 0.04% -12 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 51,032 $1.85M <0.01% -875 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 46,330 $1.68M 0.95% +11,791 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 40,030 $1.45M <0.01% +19,421 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 38,501 $1.39M <0.01% +1,742 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 38,052 $1.38M <0.01% -170 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 37,479 $1.36M 0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 36,913 $1.34M 0.05% +16,536 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,046 $1.27M <0.01% -4,699 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 34,100 $1.23M <0.01% 0 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 33,197 $1.2M 0.98% +1,549 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 32,188 $1.16M 0.02% +16,197 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 30,295 $1.1M 0.67% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 28,163 $1.05M 0.12% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 28,216 $1.02M 1.14% -384 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,976 $1.01M 0.03% +9,005 13F-HR/A Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,861 $1.01M <0.01% +17,870 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,693 $930K <0.01% +3,053 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 25,109 $908K <0.01% +8,189 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 22,345 $808K 0.69% -12,887 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,571 $780K 0.02% +14,792 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 20,662 $748K <0.01% +9,195 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 19,298 $698K 0.27% -781 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,094 $691K <0.01% new 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 19,000 $687K <0.01% 0 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 17,902 $648K 0.13% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,695 $640K <0.01% +250 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,673 $603K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,055 $545K 0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,324 $518K <0.01% -3,047 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 14,251 $516K 0.37% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 14,175 $513K 0.37% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,324 $482K 0.01% +1,554 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,400 $449K 0.11% +150 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,387 $448K <0.01% -171 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,819 $428K <0.01% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 11,667 $422K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,544 $418K <0.01% +5,081 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 11,410 $413K 0.53% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 11,381 $412K 0.17% +312 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,956 $400K <0.01% -15,170 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,997 $398K <0.01% -41 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,679 $386K <0.01% +45 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,483 $379K 0.01% new 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,946 $360K <0.01% +188 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 9,557 $346K 0.13% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,388 $340K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,287 $336K 0.11% +1,724 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,273 $335K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,967 $324K <0.01% +87 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,778 $318K 0.08% +310 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 8,754 $317K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,664 $313K 0.02% +810 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,539 $309K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,329 $301K <0.01% +1,456 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,227 $298K <0.01% +124 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,880 $285K <0.01% +364 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,368 $267K 0.02% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 6,608 $245K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,617 $239K <0.01% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,586 $238K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,510 $236K <0.01% -5,294 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 6,488 $235K 0.12% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 6,426 $232K 0.07% +608 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,289 $228K 0.03% -10,157 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,946 $215K <0.01% +5,692 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,822 $211K <0.01% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,800 $210K 0.03% -105 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/ 5,550 $201K <0.01% +1,918 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,125 $185K <0.01% +677 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. 4,724 $171K <0.01% -244 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 4,138 $150K 0.13% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,027 $146K <0.01% +951 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 $123K <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 2,906 $105K <0.01% +566 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,125 $76.9K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,006 $72.6K <0.01% +1,566 13F-HR/A Timeline Group Clean Yield Group More: the full row for Clean Yield Group 1,750 $63.3K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,472 $53.3K <0.01% -41,989 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,190 $43.1K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,150 $41.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,088 $39.4K <0.01% -114 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 924 $33.4K <0.01% +64 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 785 $28.4K 0.02% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 731 $26.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 619 $22.4K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 557 $20.2K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 500 $18.1K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 460 $16.6K 0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 432 $15.6K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 408 $14.8K <0.01% -131 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 369 $13K <0.01% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 314 $11.6K <0.01% -1,492 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 280 $10.1K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 259 $9.37K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 208 $7.53K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 205 $7.42K <0.01% +5 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 187 $6.77K <0.01% -380 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 175 $6.33K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 167 $6.04K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 144 $5.21K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 137 $4.96K <0.01% -31 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 121 $4K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 105 $3.8K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $3.62K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $3.62K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 80 $2.89K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 79 $2.86K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 78 $2.82K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 67 $2.42K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 59 $2.13K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $1.85K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 48 $1.74K <0.01% -3,335 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 35 $1.27K <0.01% -10 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 35 $1.27K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 34 $1.26K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30 $1.08K <0.01% 0 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22 $796 <0.01% new 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6 $217 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6 $217 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3 $111 <0.01% new 13F-HR Timeline