Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 14,596,294 $903M 0.64% +1,596,294 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,790,167 $482M 0.03% +776,015 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,844,570 $424M 11.05% +240,243 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,469,898 $400M 0.04% +1,786,244 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,727,352 $354M 9.97% -17,074 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 4,004,390 $248M 0.86% +261,613 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,739,583 $231M 0.42% new 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,100,672 $192M 0.04% -461,846 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,733,920 $169M +972,011 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,715,752 $168M 0.07% +518,772 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,686,888 $166M 0.01% -375,950 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,200,062 $136M 0.04% +107,245 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,671,137 $103M 0.11% -399,580 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,547,097 $95.7M 6.51% -388,757 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,539,154 $95.3M 5.58% -82,061 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 1,402,610 $86.8M 0.88% +104,150 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,373,676 $85M 0.01% +645,252 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 1,328,877 $82.1M +227,245 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,302,199 $80.6M 0.02% +180,583 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,154,934 $71.5M 21.08% -17,281 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,150,063 $71.2M 11.09% -152,115 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,148,928 $71.1M 0.6% -173,573 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,130,805 $70M 0.09% +104,767 13F-HR/A Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,114,278 $69M 0.13% -162,986 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,101,195 $68.2M +183,224 Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 1,100,000 $68.1M 15.37% new 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 1,096,041 $67.8M 0.81% -28,153 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,055,916 $65.4M 0.01% new 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,010,288 $62.5M 0.08% +82,524 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 996,596 $61.7M 0.86% -379,104 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 993,409 $61.5M 0.13% +156,804 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 959,007 $59.4M 1.28% +40,895 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 958,500 $58.5M 0.34% +379,400 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 933,461 $57.8M 0.02% +92,961 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 930,461 $57.6M 0.01% -107,017 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 906,303 $56.1M 1.13% -12,615 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 899,411 $55.7M 0.34% +583,791 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 895,436 $55.4M 0.01% +127,699 13F-HR/A Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 671,651 $41.6M 7.32% -59,752 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 671,036 $41.5M 0.05% +5,100 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 667,368 $41.3M 0.39% +107,996 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 655,042 $40.5M 3.31% +303,277 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 644,121 $39.9M 1.1% -85,409 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 644,091 $39.9M 0.04% -29,688 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 638,983 $39.5M 6.1% -10,187 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 570,860 $35.3M 3.58% -8,531 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 543,725 $33.7M 8.43% -5,467 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 507,402 $31.4M 8.42% +507,156 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 501,477 $31M 0.33% +7,960 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 492,759 $30.5M 0.07% +52,007 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 480,544 $29.7M 0.08% +7,444 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 476,160 $29.5M 0.04% +172,029 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 471,730 $29.2M 0.06% -2,113 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 470,195 $29.1M 0.42% -157,771 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 464,849 $28.8M 2.93% -31,043 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 459,326 $28.4M 0.83% +4,667 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 454,934 $28.2M 0.14% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 440,374 $27.3M 5.02% +7,588 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 415,196 $25.7M 2.43% +45,837 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 406,876 $25.2M 0.08% +13,682 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 371,367 $23M 8.25% +27,975 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 351,451 $21.8M 0.73% +87,453 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 346,297 $21.4M 0.48% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 343,371 $21.3M 0.02% +54,600 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 331,508 $20.5M 1.32% +29,309 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 326,405 $20.2M 0.04% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 307,081 $19M 0.05% -71,705 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 304,593 $18.9M 3.02% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 286,072 $17.7M 1.74% -48,106 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 262,032 $17.3M 3.48% +3,719 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 278,224 $17.2M 12.11% -5,065 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 273,722 $16.9M 4.11% +212,626 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 272,857 $16.9M -55 Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 261,472 $16.2M 0.32% -19,320 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 258,252 $16M 3.77% +18,305 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 251,635 $15.6M 3.21% +35,713 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 249,390 $15.4M 0.39% +69,395 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 242,895 $15M 0.27% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 240,661 $14.9M 0.02% +80,099 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 240,382 $14.9M 0.01% -15,000 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 238,301 $14.7M 5.78% +4,341 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 544,662 $14.6M 2.22% +229,869 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 225,533 $14M 0.01% +184,890 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 235,622 $13.9M 10% -2,242 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 223,819 $13.9M 0.03% -21,331 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 223,773 $13.8M 7.05% -2,007 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 221,363 $13.7M 3.65% -1,968 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 210,200 $13M 0.02% +85,500 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 202,625 $12.5M 0.55% +16,994 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 187,747 $11.5M 0.12% +11,644 13F-HR Timeline MEDICI CAPITAL LLC More: the full row for MEDICI CAPITAL LLC 184,034 $11.4M 13.88% +31,494 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 183,923 $11.4M 0.02% +42,194 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 183,329 $11.3M 3.38% +13,683 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 181,378 $11.2M 1.09% +12,328 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 171,000 $11.2M 0.16% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 176,117 $10.9M 0.09% +48,275 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 166,628 $10.3M 0.03% +23,680 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 161,714 $10M 6.95% +24,608 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 159,664 $9.88M 5.41% -12,670 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 159,648 $9.88M 2.37% +6,744 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 156,580 $9.69M 0.06% +90,161 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 156,021 $9.66M 6.55% +49 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 152,878 $9.46M 0.85% +80,141 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 147,976 $9.16M 4.7% +11,742 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 145,378 $9M 0.8% +76,460 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 143,887 $8.91M 14.67% +2,707 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 138,595 $8.58M 0.01% +12,033 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 137,259 $8.49M 0.3% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 124,652 $8.45M 2.99% +18,373 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 134,884 $8.35M 1.75% +1,225 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 134,200 $8.31M 0.77% -45,000 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 133,272 $8.25M 0.87% +5,896 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 133,063 $8.24M 2.18% -2,964 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 131,754 $8.15M +72,705 Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 130,797 $8.1M 3.9% +1,784 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 130,633 $8.08M 1.47% new 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 130,296 $8.06M 2.46% -4,195 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 129,015 $7.98M 0.1% +4,709 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 124,465 $7.7M 1.29% -7,417 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 124,291 $7.69M 1.28% -1,475 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 123,108 $7.62M 0.6% -3,704 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 122,517 $7.58M 5.8% -1,505 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 120,921 $7.48M 0.09% +1,850 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 119,355 $7.39M 0.14% +147 13F-HR/A Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 110,301 $7.37M 1.15% +13,237 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 118,391 $7.33M 2.2% +2,072 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 113,747 $7.04M 0.21% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 111,759 $6.92M 0.39% +97,168 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 110,743 $6.85M 0.95% -2,868 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 110,611 $6.85M 0.26% -1,975 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 109,004 $6.75M 0.59% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 107,988 $6.68M 0.98% -9,939 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 107,974 $6.68M 0.04% +1,369 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 104,724 $6.48M 9.98% -4,681 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 104,289 $6.45M 0.34% -187 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 103,740 $6.42M 4.31% -1,503 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 102,601 $6.35M 0.88% +909 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 102,018 $6.31M 0.25% +56,608 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 101,612 $6.29M 3.41% +2,276 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100,282 $6.21M 0.64% -16,762 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 99,628 $6.17M 1.82% new 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 72,209 $6.16M 3.09% 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 123,790 $6.11M 0.49% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 98,325 $6.09M 0.09% -717 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 98,047 $6.07M 1.09% +46,342 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 95,854 $5.93M 0.44% -2,660 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 95,173 $5.89M 2.5% +123 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 95,111 $5.89M 1.19% +10,824 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/ 94,335 $5.84M 0.01% -48,311 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 91,876 $5.69M 0.58% +5,058 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 91,194 $5.64M 2.86% +7,779 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 90,425 $5.6M 3.69% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 89,829 $5.56M 0.01% +58,494 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 87,860 $5.44M 2% +27,680 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 86,069 $5.33M 3.82% +82 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 84,748 $5.25M 0.06% +42,579 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 84,214 $5.21M 3.01% +10,124 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 83,824 $5.19M 0.03% +53,321 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 83,168 $5.15M 0.89% +43,156 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 82,953 $5.13M 2.85% +45,283 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 81,375 $5.04M 3.28% -520 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 80,784 $5M 0.63% +3,051 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 80,642 $4.99M 1.59% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 80,466 $4.98M 0.01% +1,916 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 80,224 $4.95M 0.04% -24,250 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 79,094 $4.9M 0.73% +38,278 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 78,877 $4.88M -14,559 Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 77,644 $4.81M 0.03% -913 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 77,166 $4.78M 0.31% +44,703 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 74,923 $4.64M 1.76% -24,305 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 74,687 $4.62M 0.05% +2,870 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 73,670 $4.56M 0.02% -2,305 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 73,627 $4.56M 1.74% -15,371 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 73,229 $4.53M 2.45% +2,870 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 71,623 $4.43M 1.16% +5,924 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 71,193 $4.41M 0.23% +4,407 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 70,690 $4.38M 2.99% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 70,280 $4.35M 2.89% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 69,261 $4.29M 1.35% +47,165 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 69,074 $4.27M 1.63% -344 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 68,500 $4.24M 0.09% -5,000 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 68,478 $4.24M 2.6% +85 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 68,245 $4.21M 0.01% +8,022 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 67,990 $4.21M 0.54% +1,727 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 67,268 $4.16M 0.1% -1,289 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 66,975 $4.15M 0.12% +12,140 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 66,476 $4.11M 2.74% +60 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 66,375 $4.11M 0.46% -50 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 66,154 $4.09M 0.28% +56,654 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 65,799 $4.07M 2.95% +3,342 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 65,628 $4.06M 3.06% +30,279 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 65,601 $4.06M 0.05% +1,041 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 65,584 $4.06M 2.17% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 65,320 $4.04M 1.59% +12,825 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 65,054 $4.03M -1,998 Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 63,774 $3.95M 0.2% +1,269 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 62,736 $3.88M 3.96% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 61,370 $3.8M 0.18% -1,837 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 61,210 $3.79M 0.06% -21,725 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 60,169 $3.72M 4% +1,152 13F-HR Timeline