Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,086,722 $126M 0.3% +731,074 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,757,064 $116M 0.03% -181,417 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,247,183 $69.3M 0.02% +62,825 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,963,941 $60.6M <0.01% +43,324 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,913,312 $59M 0.01% +404,533 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/ 1,846,122 $57M <0.01% -88,887 13F-HR/A 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 1,568,286 $48.4M 0.43% +281,908 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,501,029 $46.3M 0.01% +208,758 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,353,892 $41.8M +230,156 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,306,086 $40.3M <0.01% +1,078,702 13F-HR/A Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,201,976 $37.1M 7.13% +83,830 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,171,600 $36.2M 0.05% -475,300 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,110,303 $34.3M 6.49% +52,738 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,086,812 $33.5M 0.12% +39,354 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,038,393 $32M 0.66% +12,948 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 967,857 $29.9M 0.07% +249,776 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 941,746 $29.1M 0.38% +34,989 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 937,642 $28.9M <0.01% -145,907 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 906,537 $28M +7,438 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 835,100 $25.8M 1.06% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 760,763 $23.5M 0.03% +51,170 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 746,620 $23M 0.01% +113,233 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 735,282 $22.7M 0.34% +261,577 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 716,028 $22M 0.61% +3,379 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 688,031 $21.2M 4.64% +23,790 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 684,300 $21.1M 3.49% -1,527 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 665,312 $20.5M 3.29% +24,068 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 637,443 $19.7M 4.38% +22,825 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 617,693 $19.1M 4% +4,458 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 610,020 $18.8M 6.27% -40,526 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 586,165 $18.1M 0.46% -70,021 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 509,483 $15.7M 1.21% +36,813 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 505,432 $15.6M 5.41% +8,525 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 501,187 $15.5M 0.02% -12,084 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 475,429 $14.7M <0.01% -79,740 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 450,751 $13.9M 3.58% +40,205 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 445,934 $13.8M 0.92% +3,948 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 426,229 $13.2M 0.17% +16,486 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 416,064 $12.8M 2.82% +14,010 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 377,421 $11.6M 0.24% -11,644 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 352,563 $10.9M 0.04% +9,144 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 342,384 $10.6M 0.6% +12,893 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 323,542 $9.98M 6.84% -1,075 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 320,645 $9.9M 2.97% -40,440 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 318,985 $9.84M 1.04% +56,973 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 316,364 $9.76M 0.01% +54,052 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 306,740 $9.47M 0.45% +47,966 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 292,780 $9.04M 1.27% +4,110 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 291,405 $8.99M 1.35% +45,314 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 285,577 $8.81M 1.39% +15,207 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 284,242 $8.76M 5.9% +25,694 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 271,083 $8.37M 0.01% -75,285 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 256,977 $7.93M 0.04% -1,242 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 250,169 $7.72M 1.5% -5,072 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 242,150 $7.47M 2.21% +2,790 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 235,794 $7.28M 0.86% +15,077 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 234,374 $7.23M 0.04% +8,739 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 226,242 $6.98M 2.17% -20,050 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 222,132 $6.86M 0.02% -26,728 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 221,416 $6.83M 0.19% -11,714 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 214,583 $6.62M 0.38% -7,518 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 207,810 $6.41M 3.92% +11,708 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 207,700 $6.41M 0.02% +21,296 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 202,946 $6.26M 0.01% -11,949 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 199,398 $6.15M 0.02% -172,742 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 194,066 $5.99M <0.01% -36,506 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 188,487 $5.82M 0.05% +409 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 166,966 $5.15M 0.01% -16,586 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 159,263 $4.91M 0.35% +16,900 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 158,283 $4.88M 0.08% -1,321 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 150,420 $4.63M 0.01% +12,530 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 147,672 $4.56M 0.01% +31,938 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 144,576 $4.46M <0.01% +18,650 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 133,656 $4.12M +5,504 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 129,514 $4M 0.15% +4,205 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 127,797 $3.94M 0.15% +150 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 125,140 $3.86M 1.17% -1,005 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 118,650 $3.66M 0.31% +896 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 116,642 $3.6M <0.01% +5,856 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 114,648 $3.54M 0.84% +3,655 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 112,397 $3.47M 2.51% +607 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 112,253 $3.46M 0.87% new 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 111,603 $3.44M 0.59% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 110,685 $3.42M <0.01% +2,369 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 103,578 $3.2M 0.72% +4,895 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 101,675 $3.14M 2.58% +2,455 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 100,539 $3.1M 0.96% +10,861 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 97,911 $3.02M 0.06% -3,003 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 96,871 $2.99M 1.85% +2,895 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 94,637 $2.92M 1.23% +26,408 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 90,354 $2.78M 0.03% +23,606 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 89,071 $2.75M 0.58% -51,085 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 87,321 $2.69M 0.81% +1,524 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 85,800 $2.65M 0.11% +10,924 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 79,042 $2.44M 0.02% +6,980 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 78,600 $2.43M <0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 76,302 $2.35M 1.12% +850 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 76,248 $2.35M 1.62% 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 73,828 $2.28M 0.86% +1,058 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 73,650 $2.26M 0.43% +528 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 70,200 $2.17M <0.01% +43,152 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 69,864 $2.16M 0.59% +36,952 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 69,063 $2.13M 0.99% +4,999 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 62,930 $1.94M <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,726 $1.94M 0.01% +16,839 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 56,468 $1.74M <0.01% -184,456 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 54,128 $1.67M 0.07% +2,487 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 53,080 $1.64M 0.03% +15,047 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 51,706 $1.6M 0.31% +17,553 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 49,211 $1.52M 0.34% -727 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 48,399 $1.49M 0.12% -4,053 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 48,402 $1.49M 0.12% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 47,942 $1.48M 0.08% -13,858 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 46,115 $1.42M 0.21% -1,270 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 44,560 $1.38M 1.22% -20,125 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 44,494 $1.37M 0.65% +8,276 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 43,263 $1.34M 0.02% -658 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 40,700 $1.26M 0.05% -1,102 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 40,634 $1.25M 2.67% +203 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40,045 $1.24M 0.16% +243 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 38,325 $1.18M 0.06% 0 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 38,300 $1.18M 0.56% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 37,731 $1.16M 0.29% -3,906 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 35,820 $1.11M 0.08% -2,065 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 35,246 $1.09M 0.02% -11,753 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34,969 $1.08M 0.15% -1,715 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 34,834 $1.07M -10,461 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 34,532 $1.07M <0.01% -210,028 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 34,265 $1.06M 0.27% -6,635 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33,424 $1.03M 0.03% +8,097 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 33,337 $1.03M 0.37% -827 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 33,000 $1.02M 0.06% -107 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 32,480 $1M <0.01% -406 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 32,270 $996K 0.04% +13,105 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 31,095 $960K 0.17% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 30,000 $925K 0.03% +20,000 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 29,462 $909K 0.05% -643 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 29,001 $895K 0.11% +2,171 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 28,152 $869K 0.03% -954 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 27,739 $856K 0.07% +3,104 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 27,550 $850K 0.21% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,448 $816K 0.2% -400 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 25,779 $796K 0.36% +1,421 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 25,498 $787K 0.01% +18,990 13F-HR Timeline Group Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 24,278 $749K 0.28% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,962 $739K 0.02% -35,372 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 23,519 $726K 0.29% +16,147 13F-HR Timeline Group Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 23,084 $712K 0.55% -4,258 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 22,685 $700K 0.69% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,603 $698K <0.01% -4,290 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 21,407 $661K 0.03% +2,942 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,261 $656K 0.01% +48 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 21,155 $653K 0.22% +8,555 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 20,955 $647K 0.16% -248,293 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 20,700 $639K 0.05% 0 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 20,371 $629K 0.1% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 20,371 $629K 0.1% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,875 $613K <0.01% -7,627 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,680 $607K 0.01% +1,750 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 19,376 $598K 0.19% -252 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 18,945 $585K 0.15% -100 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,926 $584K 0.01% +246 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,826 $581K 0.01% +7,797 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 18,769 $579K 0.55% -42,448 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,653 $576K <0.01% +20 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,478 $570K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,401 $568K 0.01% +9,814 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 18,318 $565K <0.01% +200 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 18,000 $555K 0.16% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 17,473 $539K 0.02% -8,366 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 16,990 $524K 0.23% -26,590 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,826 $519K 0.02% +58 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 16,685 $515K 0.35% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,632 $513K 0.08% -25,847 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 16,069 $496K 0.44% -11,130 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,763 $486K <0.01% -14,240 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,697 $484K 0.08% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 15,645 $483K 0.34% -165 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,530 $479K 0.01% -4,900 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 15,468 $477K 0.12% 0 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/ 15,285 $471K <0.01% +13,096 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 15,154 $468K 0.05% -2,782 13F-HR Timeline Trilogy Capital Inc. 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