Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,175,818 $453M 1.78% +75,631 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,411,132 $294M 0.04% +25,948 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/ 981,242 $204M 0.01% -1,092,278 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 754,554 $157M +277,681 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 702,831 $146M 0.04% +8,129 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 690,670 $144M -28,583 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 678,442 $141M 0.63% +25,202 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 667,376 $139M 0.19% +20,192 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 594,003 $124M 3.58% -739,953 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 402,494 $83.7M 0.01% +37,056 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 379,870 $79M 0.12% -22,976 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 342,635 $71.3M 0.04% +29,279 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 269,662 $56.1M 0.08% -29,902 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 258,355 $53.8M 0.14% -1,464 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 232,265 $48.3M 5.96% -3,197 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 216,747 $45.1M <0.01% +29,385 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 212,930 $44.3M 0.65% +63,882 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 153,395 $30.6M <0.01% +10,791 13F-HR/A Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 117,953 $24.5M 1.52% +22,808 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 112,384 $23.4M +17 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 110,601 $23M 0.02% -9,210 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 105,576 $22M 0.25% +102,621 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 105,511 $22M 2.63% +46 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 102,299 $21.3M 1.04% +1,668 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 101,252 $21.1M 0.01% -7,829 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 98,083 $20.4M 9.3% +11,440 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 97,373 $20.3M 0.1% +278 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 96,937 $20.2M 0.02% -13,139 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 96,176 $20M 0.11% +197 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 78,202 $19.3M 4.11% -3,182 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 88,133 $18.3M 6.17% +1,582 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 84,309 $17.5M <0.01% -1,694 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 80,911 $16.8M <0.01% -15,092 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 76,721 $16M 0.01% +34,214 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 74,828 $15.6M 4.67% -5,491 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 68,189 $14.4M 2.65% +27,346 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 64,451 $13.4M 4.39% -29,195 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 58,837 $12.2M 0.16% -366 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 58,694 $12.2M <0.01% -23,507 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 57,065 $11.9M 4.28% +1,011 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 56,848 $11.8M 1.52% +5,069 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 56,636 $11.8M 2.99% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 56,364 $11.7M 0.01% -9,436 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 54,788 $11.4M 0.01% -160,300 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 52,631 $10.9M 0.23% +5,941 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 52,316 $10.9M 1.36% -1,334 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 50,899 $10.6M 0.02% +1,327 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 49,586 $10.3M 0.13% +1,064 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 49,395 $10.3M 0.24% -70,939 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 46,574 $9.69M 0.03% -6,459 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 45,847 $9.54M 0.48% +739 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 45,375 $9.44M 0.1% -4,621 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 44,288 $9.21M 1% -7,660 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 43,388 $9.03M 1.03% -1,843 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 42,711 $8.89M 0.01% +6,987 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 40,244 $8.37M 0.02% +2,108 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 39,028 $8.12M 0.25% +6,761 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 39,009 $8.12M 0.26% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 37,560 $7.81M 0.94% +919 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 37,492 $7.8M 0.22% -1,043 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 38,815 $7.74M 0.46% +1,410 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 36,455 $7.58M 5.31% -136 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,018 $7.29M 0.03% -12,394 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 34,821 $7.24M -1,427 Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 34,567 $7.19M 2.02% +33,257 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 34,272 $7.13M 1.5% -120 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 32,796 $6.82M 3.19% -7,299 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 32,602 $6.78M 0.19% -430 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,039 $6.67M 0.18% -592 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 31,536 $6.4M <0.01% +7,781 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 30,338 $6.31M 0.14% new 13F-HR/A Timeline Adams Wealth Management More: the full row for Adams Wealth Management 29,907 $6.22M 1.37% -4,556 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 29,907 $6.22M 1.2% -4,556 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 29,415 $6.12M 0.45% -585 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 29,124 $6.06M 1.69% +4 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 28,731 $5.98M 5.77% +2,893 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 28,467 $5.92M 1.7% +1,964 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 28,100 $5.85M 5.35% -691 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 27,650 $5.75M 1.87% +3,998 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 27,081 $5.63M 3.86% +497 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,456 $5.49M 0.04% +558 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 25,766 $5.36M 0.03% +10 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,437 $5.29M 0.03% -3,328 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,420 $5.08M 0.01% +828 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 24,380 $5.07M 0.35% +831 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 24,271 $5.05M 0.95% +594 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,322 $5M 0.11% -455 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,868 $4.97M <0.01% new 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 23,720 $4.94M 0.37% +1,289 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 23,466 $4.88M 0.13% +16,362 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 22,457 $4.67M 0.25% +6,132 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 21,463 $4.47M 3.19% +3,193 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,438 $4.46M 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,217 $4.41M <0.01% -51,045 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,760 $4.32M 0.09% +154 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,379 $4.24M +523 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,316 $4.23M <0.01% +1,490 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,256 $4.22M 0.07% -137 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 19,977 $4.16M 3.62% -812 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 19,944 $4.15M 6.34% -9,908 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,751 $4.11M 0.07% -184 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 19,388 $4.03M 1.01% -152 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 19,247 $4M 3.58% +6,813 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 19,095 $3.97M 2.63% -509 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,581 $3.95M 0.01% -9,707 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 17,363 $3.9M 1.63% 0 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 18,478 $3.84M 1.38% +575 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18,418 $3.83M 0.24% +403 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,278 $3.8M 0.02% -189 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,222 $3.79M 0.13% +118 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 18,217 $3.79M 1.65% -109 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 17,426 $3.63M <0.01% +658 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 17,174 $3.57M 2.96% -76 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 17,133 $3.56M 1.95% -636 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,949 $3.53M <0.01% +1,168 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,606 $3.45M 0.02% -14,659 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,596 $3.45M 0.7% -5,000 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,541 $3.44M 0.15% -574 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16,213 $3.37M 0.28% -900 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 16,126 $3.35M 2.06% +463 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 15,701 $3.27M 1.25% -815 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 15,597 $3.24M 1.17% +229 13F-HR/A Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 14,714 $3.06M 0.48% -1,030 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 14,640 $3.05M <0.01% -6,778 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14,588 $3.03M 0.29% +1,604 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,534 $3.02M 0.01% -1,492 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,216 $2.96M 0.01% -182 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13,724 $2.86M 1.86% +3,089 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,646 $2.84M 0.3% -3,272 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,531 $2.82M 1% +1,857 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,401 $2.76M <0.01% +625 13F-HR Timeline Group Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 13,190 $2.74M 1.6% -132 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,970 $2.7M 0.14% -104 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,810 $2.67M 0.07% +153 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,797 $2.66M 0.06% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,135 $2.52M 0.01% -656 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,175 $2.51M 0.12% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 11,058 $2.5M 1.08% +15 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 11,957 $2.49M 0.14% -360 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,500 $2.39M 0.25% -610 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,436 $2.38M 0.01% +782 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,394 $2.37M 0.04% -2,208 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,038 $2.3M 0.06% -3,003 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,841 $2.26M 0.03% +1,544 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,811 $2.25M 0.77% +2,902 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,701 $2.23M 0.24% +391 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,690 $2.22M 0.05% -5,919 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,662 $2.22M 0.02% +312 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,621 $2.21M 0.67% -200 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,576 $2.2M 0.22% -434 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,442 $2.17M 0.19% -794 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,223 $2.13M 0.05% -10,826 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,085 $2.1M 0.07% +1,936 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 10,020 $2.08M 0.27% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,960 $2.07M 0.02% -12,259 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,914 $2.06M 0.02% -3,162 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,610 $2M 0.05% -855 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,601 $2M -234 Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 9,449 $1.97M 0.42% -6,766 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,436 $1.96M 0.38% -23 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,386 $1.95M 0.01% +3,520 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,251 $1.92M 0.26% +670 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,229 $1.92M 0.12% +1,084 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,128 $1.9M 0.04% +1,583 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,117 $1.9M 0.01% -343 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,854 $1.84M 0.04% -250 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,847 $1.84M 0.03% -305 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,516 $1.77M 0.05% -103 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,468 $1.76M 0.02% -11,887 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,453 $1.76M 0.06% -432 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,405 $1.75M 0.1% -1,145 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,142 $1.69M <0.01% -257 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,078 $1.68M 0.32% -300 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,074 $1.68M 0.02% -8,666 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,050 $1.67M 0.06% +785 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,933 $1.65M 0.17% +7,490 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,840 $1.63M 0.5% -125 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 7,750 $1.61M 0.91% +84 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,729 $1.61M 0.03% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 7,020 $1.59M 0.47% +406 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,629 $1.59M <0.01% -13,934 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 7,579 $1.58M 0.3% +351 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,511 $1.56M 0.62% -100 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,446 $1.55M 1.31% -74 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,277 $1.53M 0.03% -946 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 7,341 $1.53M 0.42% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,267 $1.51M 0.04% +258 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,179 $1.49M 0.17% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,164 $1.49M 0.12% -146 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 10,143 $1.48M 0.81% +4,111 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,081 $1.47M <0.01% +262 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,061 $1.47M +4,225 Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,020 $1.46M 0.41% -692 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 7,007 $1.46M 0.01% +4,659 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,985 $1.45M <0.01% +1,925 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,894 $1.45M 0.01% -771 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,912 $1.44M 0.05% +289 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,833 $1.42M 0.09% +7 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,717 $1.4M 0.33% +414 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,692 $1.39M 0.01% +1,406 13F-HR Timeline