Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,067,526 $156M 0.3% -251,677 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,105,014 $127M 0.03% +295,244 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,934,329 $121M 0.03% +1,719,104 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,699,472 $83.3M 0.02% +413,910 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,456,048 $75.8M <0.01% +1,113,547 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,974,296 $60.9M <0.01% -356,035 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,967,252 $60.7M 0.42% +450,225 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,868,939 $57.7M 0.01% -350,430 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,304,506 $40.2M 6.86% +33,880 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,166,828 $36M 0.52% -20,812 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,020,017 $31.5M +30,037 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,007,464 $31.1M 0.03% +451,980 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 976,402 $30.1M 0.24% +51,602 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 969,434 $29.9M 0.1% -43,379 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 941,322 $29M <0.01% +249,190 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 930,045 $28.7M 4.89% +129,824 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 872,431 $26.9M 3.87% +139,237 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 847,170 $26.1M 0.01% +128,251 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 806,621 $24.9M 0.61% -42,202 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 796,500 $24.6M 3.87% +235,168 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 790,575 $24.4M 4.55% +84,428 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 742,057 $22.9M 6.8% +5,905 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 736,373 $22.7M 1.37% -1,161,750 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 629,278 $19.4M 1.33% +69,397 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 549,371 $16.9M 0.01% +531,146 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 549,206 $16.9M 0.17% new 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 541,503 $16.7M 2.33% -43,321 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 527,836 $16.3M 4.55% +34,035 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 526,422 $16.2M 3.51% +13,012 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 512,832 $15.8M 3.08% -45,590 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 506,531 $15.6M 0.96% +58,325 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 483,776 $14.9M 0.02% +22,085 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 477,237 $14.7M 0.31% -25,489 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 873,369 $14.3M 1.53% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 454,959 $14M 0.22% +54,386 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 437,018 $13.5M 0.13% -12,384 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 429,451 $13.2M 0.02% +428,032 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 427,906 $13.2M <0.01% -6,978 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 403,917 $12.5M <0.01% +129,426 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 391,414 $12.1M 0.01% +14,071 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 378,061 $11.7M 0.53% -19,598 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 347,151 $10.7M 0.11% +151,683 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 331,163 $10.2M 1.34% +20,954 13F-HR/A Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 330,908 $10.2M 1.16% +15,702 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 325,097 $10M 0.02% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 317,768 $9.8M 5.77% +3,781 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 294,730 $9.09M 0.1% -700,341 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 291,690 $9M 0.04% +12,506 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 284,005 $8.76M 0.26% +283,128 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 280,541 $8.65M 1.27% -42,531 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 254,331 $7.85M 0.72% -1,073 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 247,920 $7.65M 0.04% +10,827 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 240,255 $7.41M 1.28% +688 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 234,795 $7.23M 4.4% +25,978 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 229,595 $7.08M 0.16% +8,536 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 226,620 $6.99M 3.21% +12,052 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 222,022 $6.85M 0.91% -3,334 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 215,995 $6.66M 0.09% -1,914 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 213,029 $6.57M 0.01% -966 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 208,925 $6.45M 0.04% +10,175 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 208,428 $6.43M <0.01% -14,863 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 201,798 $6.23M 1.98% +191,211 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 191,038 $5.89M 0.38% +3,475 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 190,460 $5.88M <0.01% -7,729 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 188,605 $5.82M 0.01% +16,801 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 182,826 $5.64M 1.67% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 181,683 $5.6M +13,425 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 177,864 $5.49M <0.01% +39,172 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 176,865 $5.46M 1.46% -4,625 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 173,900 $5.36M -115,642 Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 169,860 $5.24M 1.89% -46,004 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 169,272 $5.22M 0.12% +384 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 148,498 $4.58M 0.01% +9,476 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 144,892 $4.45M 0.02% +26,455 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 143,051 $4.41M +2,004 Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 143,009 $4.4M 0.18% +2,800 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 141,323 $4.36M -74,825 Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 141,250 $4.36M 0.22% -3,222 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 139,750 $4.31M 0.14% +5,000 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 138,864 $4.28M 1.6% +12,614 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 137,892 $4.25M 0.01% -2,975 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 136,225 $4.2M <0.01% -25,517 13F-HR Timeline Viaable, LLC More: the full row for Viaable, LLC 133,961 $4.13M 3.43% 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 132,333 $4.08M 2.51% -1,669 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 131,759 $4.06M 0.66% +3,501 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 127,974 $3.95M 0.13% +1,644 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 124,835 $3.85M 0.99% -50 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 123,585 $3.81M 0.75% -2,600 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 121,554 $3.74M 0.39% +22,548 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 120,355 $3.71M 0.23% +1,147 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 111,473 $3.44M 1.06% +82,812 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 111,271 $3.43M 1.45% +59,686 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 110,357 $3.4M 2.35% +6,163 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 110,235 $3.4M 2.62% +2,210 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 107,564 $3.32M <0.01% -6,180 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 105,223 $3.25M 1.81% -128 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 104,486 $3.22M 0.01% +580 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 96,515 $2.98M 0.02% +7,114 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 96,325 $2.97M 0.03% +10,185 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 95,067 $2.93M 0.75% +1,598 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 93,798 $2.89M 0.22% +81,834 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 90,310 $2.79M 0.86% +3,050 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 89,419 $2.76M 0.5% -3,463 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89,259 $2.75M 0.01% +15,178 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,828 $2.74M <0.01% -101,920 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 88,222 $2.72M 0.14% -14,908 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 85,022 $2.62M 0.04% -102,236 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 83,686 $2.58M 0.34% +42,416 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 79,390 $2.45M 0.01% -93,616 13F-HR/A Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 79,031 $2.44M 0.5% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 77,013 $2.38M 1.01% +1,333 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 74,184 $2.29M 1.26% +5,163 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 69,892 $2.16M 0.02% new 13F-HR Timeline Group 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 68,461 $2.11M <0.01% +39,990 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 67,520 $2.08M 0.04% -4,768 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 67,186 $2.07M 0.07% -2,041 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 63,964 $1.97M 0.49% +54,537 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 62,724 $1.94M 0.16% -38,746 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 62,335 $1.92M 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 57,868 $1.79M 0.03% +2,414 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 56,730 $1.75M 0.07% +21 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 56,603 $1.75M 0.19% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 56,201 $1.73M 0.4% -25,527 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 55,852 $1.72M 0.66% -19,272 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 52,600 $1.62M <0.01% -26,000 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 50,823 $1.57M 0.01% -6,830 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 49,000 $1.51M 0.41% +6,000 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 47,937 $1.48M 0.02% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 47,263 $1.46M <0.01% +35,584 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 45,741 $1.41M 0.05% +7,353 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 44,754 $1.38M <0.01% +30,156 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 44,702 $1.38M 0.24% -5,511 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 44,675 $1.38M 0.18% -285 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 44,406 $1.37M 0.09% +2,562 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 44,184 $1.36M 0.22% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 43,968 $1.36M 0.24% -671 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 43,809 $1.35M 0.53% +27,144 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 43,745 $1.35M 1.02% +300 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 43,454 $1.34M 0.72% -32,847 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 43,232 $1.33M 0.3% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 43,084 $1.33M 2.43% +2,042 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 42,292 $1.3M 0.03% -1,428 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 41,500 $1.28M 0.05% +1,900 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 40,669 $1.25M 0.03% +1,911 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40,404 $1.25M 0.11% +159 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 39,593 $1.22M 0.61% -91 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 38,983 $1.2M <0.01% +4,765 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 38,853 $1.2M 0.28% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 38,449 $1.19M 0.36% -51,096 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 38,300 $1.18M 0.06% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 38,137 $1.18M 0.1% +29,602 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 38,026 $1.17M 0.01% -1,338 13F-HR Timeline Group Unify Financial Advisors More: the full row for Unify Financial Advisors 37,646 $1.16M 1.07% +14,640 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 37,562 $1.16M <0.01% +619 13F-HR Timeline Group Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 36,824 $1.14M 0.89% -13,448 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36,544 $1.13M 0.02% +31,944 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 36,154 $1.12M 0.25% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 34,552 $1.07M 0.07% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34,407 $1.06M 0.13% +264 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 34,270 $1.06M 0.03% +7,543 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 33,141 $1.02M 0.27% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,379 $999K 0.01% +1,769 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 31,355 $967K 0.01% +3,171 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 31,100 $959K 0.04% +6,714 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 29,853 $921K 0.33% +253 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 29,836 $920K 0.74% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,035 $900K <0.01% -14,355 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 28,398 $876K 0.17% -1,532 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 28,193 $870K 0.19% +15 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 27,935 $862K 0.13% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 26,704 $824K <0.01% +14,574 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,417 $815K <0.01% -232,442 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 26,377 $814K 0.03% -587 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25,452 $785K <0.01% -32,803 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 25,153 $776K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,124 $775K 0.02% -3,542 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 24,278 $749K 0.26% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 24,093 $742K 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,909 $707K 0.01% -504 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 22,810 $704K 0.48% -20 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 22,700 $700K 0.17% -6,030 13F-HR Timeline Group TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 20,700 $639K 0.05% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,674 $638K 0.01% +8,613 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,485 $601K <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,067 $588K 0.02% -2,700 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,927 $584K 0.02% 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 18,781 $579K <0.01% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,736 $578K 0.02% +11,299 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 18,764 $578K 0.19% +654 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 18,670 $576K 0.14% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,578 $573K <0.01% -166 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 18,154 $560K 0.12% -4,299 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,608 $543K 0.01% +42 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 17,383 $535K 0.11% +1,915 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 16,462 $508K 0.19% -8,299 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 16,430 $507K 0.37% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,430 $505K 0.03% -4,988 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,323 $504K 0.02% +9,037 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 15,780 $487K 0.31% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 15,721 $485K 0.21% -17,792 13F-HR Timeline