Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 14,596,294 $956M 0.6% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,926,715 $519M 0.03% +136,548 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,030,213 $461M 10.8% +185,643 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/ 5,730,898 $375M 0.03% -739,000 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,128,539 $336M 1.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,351,023 $285M 0.06% +3,048,824 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 4,055,562 $266M 0.83% +51,172 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,406,349 $223M 5.59% -2,321,003 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 3,183,730 $209M +449,810 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,056,738 $200M 0.04% -43,934 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,695,268 $177M 0.01% +8,380 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,652,213 $174M 0.06% -63,539 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,429,541 $159M 0.04% +229,479 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 2,211,620 $145M 9.01% +664,523 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,751,233 $115M 0.11% +80,096 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. 1,565,468 $103M +236,591 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 1,535,510 $101M 0.91% +132,900 13F-HR Timeline Group Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 1,520,300 $99.6M 3.08% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,389,765 $91.1M 4.9% -149,389 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,348,849 $88.4M 0.02% +292,933 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,292,149 $84.7M 4.33% new 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. 1,295,200 $83.9M 0.41% +336,700 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,250,561 $81.9M 0.1% +240,273 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,229,626 $80.6M 0.01% -144,050 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,210,225 $79.3M 23.2% +55,291 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,181,448 $77.4M 0.09% +50,643 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,089,506 $71.4M 0.91% +92,910 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,079,765 $70.7M 0.01% +184,329 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,066,263 $69.9M 0.12% +72,854 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,057,396 $69.3M 0.13% -56,882 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 1,002,538 $65.7M 0.01% +72,077 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 981,946 $64.3M 0.35% +82,535 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 970,586 $63.6M -130,609 Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 947,412 $62.1M 0.6% -148,629 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 946,772 $62M 0.41% -202,156 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 922,651 $60.5M 1.11% +16,348 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 882,743 $57.8M 7.79% -267,320 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 847,757 $55.5M 1.23% -111,250 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 760,364 $49.8M 0.02% -173,097 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 707,000 $46.3M 0.34% new 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 704,331 $46.1M 1.87% +372,823 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 692,544 $45.4M 1.15% +48,423 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 671,036 $44M 0.05% 0 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 662,568 $43.4M 3.1% +7,526 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 643,513 $42.2M 0.35% -23,855 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 617,924 $40.5M 0.09% +310,843 13F-HR/A Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 601,421 $39.4M 0.68% +255,124 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 595,607 $39M 0.05% +119,447 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 576,066 $37.7M 9.63% -95,585 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 553,879 $36.3M 0.03% -90,212 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 550,270 $36.1M 5.29% -88,713 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 538,098 $35.3M 8.06% -5,627 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 525,606 $34.4M 0.49% +55,411 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 513,430 $33.6M 0.67% +264,040 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 510,400 $33.4M 3.2% -60,460 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 477,637 $31.7M +460,914 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 470,899 $30.9M 0.09% +64,023 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 468,121 $30.7M 0.87% +8,795 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 461,077 $30.2M 7.6% -46,325 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 457,396 $30M 0.15% +2,462 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 448,756 $29.4M 2.8% -16,093 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 448,487 $29.4M 1.83% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 440,498 $28.9M 4.86% +124 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 424,871 $27.8M 2.49% +9,675 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 400,000 $26.2M 0.05% new 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 396,942 $26M 8.42% +25,575 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 383,863 $25.2M 0.72% +32,412 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 372,397 $24.4M 5.42% +98,675 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 360,915 $23.6M 1.13% +299,545 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 354,630 $23.2M 0.04% -138,129 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 352,788 $23.1M 0.02% +9,417 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 350,031 $22.9M 0.04% -121,699 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 338,768 $22.2M 0.05% -141,776 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 324,972 $21.3M 0.04% -1,433 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 315,597 $20.7M 0.03% +296,873 13F-HR/A Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 298,673 $19.6M 0.11% +142,093 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 286,658 $18.8M 2.77% -17,935 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 282,439 $18.5M +9,582 Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 276,413 $18.1M 1.68% -9,659 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 268,994 $17.5M 3.12% +6,962 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 259,230 $17M 11.71% +97,516 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 258,936 $17M 0.29% -2,536 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 256,356 $16.8M 10.15% -21,868 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 255,375 $16.7M 0.02% +14,714 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 248,733 $16.3M 8.34% +24,960 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 243,192 $15.9M 5.28% +4,891 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 237,942 $15.6M 0.01% -2,440 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 236,683 $15.5M 8.97% +1,061 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 236,078 $15.5M 3.03% -15,557 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 225,369 $15.1M 3.84% +4,006 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 227,575 $14.9M 7.16% +79,599 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 223,023 $14.7M 0.02% -796 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 214,397 $14M 3.29% +31,068 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 212,990 $14M 2.07% -331,672 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 212,737 $13.9M <0.01% +177,375 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 207,509 $13.6M 0.55% +4,884 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 206,884 $13.6M 0.04% +40,256 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 205,729 $13.5M +73,975 Timeline MEDICI CAPITAL LLC More: the full row for MEDICI CAPITAL LLC 204,026 $13.4M 15.23% +19,992 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 204,826 $13.3M 0.1% +17,079 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 196,813 $12.9M 0.02% +12,890 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 195,083 $12.8M 1.51% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 194,873 $12.8M 0.18% -48,022 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 189,200 $12.4M 1.17% +55,000 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 183,454 $12M 1.07% +2,076 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 175,961 $11.5M 7.39% new 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 171,000 $11.1M 0.66% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 169,492 $11.1M 0.08% -6,625 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 156,521 $10.3M 5.87% +500 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 155,170 $10.2M 5.03% +89,586 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 152,610 $10M 0.05% +68,786 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 150,000 $9.83M 0.02% new 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 147,373 $9.66M 1.47% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 147,096 $9.64M 0.93% +13,824 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 139,967 $9.17M 1.4% +9,334 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 139,287 $9.13M 5.18% -20,377 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 136,742 $8.96M 1.96% -22,906 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 135,221 $8.86M 1.63% +337 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 134,697 $8.83M 0.11% +5,682 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 130,906 $8.58M 2.17% -2,157 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 129,953 $8.51M 0.01% -8,642 13F-HR Timeline Group AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 129,013 $8.45M 16.48% -14,874 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 128,451 $8.42M 0.03% +126,331 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 127,253 $8.34M 2.37% -3,043 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 126,953 $8.32M 2.73% +2,301 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 126,347 $8.28M 2.39% +45,705 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 123,689 $8.1M 0.26% -13,570 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 120,334 $7.88M 0.65% -25,044 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 119,321 $7.82M 1.19% -4,970 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 118,722 $7.78M 3.42% +27,528 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 118,533 $7.77M 5.76% -3,984 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 116,397 $7.63M 1.16% -8,068 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 108,411 $7.21M 1.03% -1,890 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 109,651 $7.18M 0.57% -43,227 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 109,407 $7.17M 1.81% -8,984 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 108,805 $7.13M 0.33% -2,954 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 108,435 $7.1M 0.11% +47,225 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 108,326 $7.1M 0.92% -2,417 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 107,086 $7.02M 1.69% +35,463 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 105,753 $6.93M 0.24% -4,858 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 104,889 $6.87M 0.32% +600 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 104,763 $6.86M 0.04% -3,211 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 103,557 $6.79M 0.9% +956 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 103,167 $6.76M 0.86% -4,821 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 102,368 $6.71M 0.44% +68,257 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 101,121 $6.63M 0.09% +2,796 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 99,954 $6.55M 0.47% -23,154 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 99,251 $6.5M 0.05% +21,607 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 96,619 $6.33M 0.77% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 96,609 $6.33M 1.16% +1,498 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 96,276 $6.31M 3.6% +5,851 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 96,247 $6.31M 2.19% +1,074 13F-HR/A Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 95,340 $6.25M 3.05% -6,272 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 92,463 $6.06M 0.03% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 91,994 $6.03M 0.57% +118 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 90,841 $5.95M 0.43% -18,163 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 90,744 $5.95M 0.8% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 89,933 $5.89M 0.57% -10,349 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 88,974 $5.83M 2.87% +4,760 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 88,390 $5.79M 8.33% -16,334 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 84,972 $5.57M 0.37% -10,882 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 83,613 $5.48M 0.14% +16,638 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 83,235 $5.45M 0.09% -36,120 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 83,169 $5.45M 0.63% +2,385 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 82,864 $5.43M 0.33% +5,698 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 82,139 $5.35M 0.01% +13,894 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 80,583 $5.32M 0.04% +359 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 81,021 $5.31M 3.54% -5,048 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 80,881 $5.3M 3.39% -494 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 80,364 $5.27M 3.71% -23,376 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 79,918 $5.24M 1.87% +14,598 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 75,332 $5.07M 0.11% -45,589 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 76,654 $5.02M 0.05% +1,967 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 75,232 $4.93M 0.06% +39,853 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 75,196 $4.93M 2.39% +1,967 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 74,672 $4.89M 0.02% +1,002 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 74,458 $4.88M 0.81% -23,589 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 73,470 $4.81M 0.71% +21,530 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 73,375 $4.81M 0.01% -7,091 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 77,617 $4.8M 0.58% +36,795 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 72,781 $4.77M 1.63% +16,497 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 72,776 $4.77M 1.54% -15,084 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 70,596 $4.62M 0.04% -14,152 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 70,131 $4.59M 0.1% +2,863 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 69,966 $4.58M 0.55% +1,976 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 69,276 $4.54M 2.52% +798 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 68,825 $4.51M 1.7% -249 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 67,894 $4.45M 1.29% -1,367 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 66,500 $4.36M 0.09% -2,000 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 66,399 $4.35M 0.2% +2,625 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 66,375 $4.35M 0.47% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 66,259 $4.34M 0.28% +105 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 66,077 $4.33M 2.83% -399 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 65,730 $4.31M 3.31% +18,270 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 64,376 $4.22M 1.54% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 63,907 $4.19M 2.78% -1,892 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 62,736 $4.11M 3.85% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 61,980 $4.06M 0.05% -3,621 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 60,412 $3.96M 1.33% -13,215 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 60,134 $3.94M 0.02% +24,575 13F-HR Timeline