Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 18,477,937 $1.41B 0.81% +3,881,643 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,618,409 $659M 0.04% +691,694 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,367,296 $563M 0.04% +1,636,398 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,251,662 $554M 11.56% +221,449 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,655,394 $432M 1.2% +526,855 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,128,107 $392M 0.08% +777,084 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 3,417,965 $261M 0.76% -637,597 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,407,765 $261M 6.01% +1,416 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,315,804 $253M 0.05% +259,066 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,021,531 $231M 0.07% +369,318 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,702,828 $207M 0.01% +7,560 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 2,700,196 $206M 11.65% +488,576 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,667,185 $204M 0.05% +237,644 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,549,419 $195M -634,311 Timeline Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 2,212,715 $169M 3.75% +692,415 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,007,616 $147M 0.21% +1,652,986 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,843,134 $141M 0.13% +91,901 13F-HR Timeline Group Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 1,802,000 $138M 15.29% 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. 1,739,000 $132M 0.62% +443,800 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. 1,697,890 $130M +132,422 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 1,652,710 $126M 1.02% +117,200 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,514,666 $116M 0.01% +285,040 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,397,914 $107M 5.36% +8,149 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,390,614 $106M 0.02% +41,765 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,342,697 $103M 0.02% +262,932 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,318,172 $101M 0.11% +67,611 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,299,889 $99.4M 0.11% +118,441 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,248,201 $95.4M 22.58% +37,976 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,203,258 $92M 0.15% +136,995 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,180,173 $90.2M +209,587 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,129,521 $86.4M 0.98% +40,015 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,074,102 $82.1M 0.35% +127,330 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,008,438 $77.1M 0.14% -48,958 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 992,839 $75.9M 1.27% +70,188 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 914,495 $69.9M 0.34% -67,451 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 894,081 $68.4M 0.02% +133,717 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. 889,714 $68M 1.36% +41,957 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 820,784 $62.7M 0.01% -181,754 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 781,531 $59.7M 0.18% +653,080 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 737,533 $56.4M 0.07% +141,926 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 736,637 $56.3M 6.84% -146,106 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 735,355 $56.2M 0.41% +91,842 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 724,725 $55.4M 0.11% +106,801 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 720,600 $55.1M 0.44% +13,600 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 671,036 $51.3M 0.05% 0 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 664,615 $50.8M 3.17% +2,047 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 614,865 $47M 1.24% -77,679 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 563,355 $43.1M 10.35% -12,711 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 557,152 $42.6M 0.19% +99,756 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 555,444 $42.5M 0.12% +84,545 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 554,924 $42.4M 0.03% +1,045 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 554,153 $42.4M 1.64% -150,178 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 547,323 $41.8M 5.75% -2,947 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 541,467 $41.4M 0.63% +28,037 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 516,830 $39.5M 3.45% +6,430 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 490,892 $39M +13,255 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 499,243 $38.2M 0.98% +115,380 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 488,393 $37.3M 0.53% -37,213 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 476,389 $36.4M 0.04% +151,417 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 466,864 $35.7M 1.93% +18,377 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 466,647 $35.7M 0.92% -1,474 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 463,681 $35.4M 7.96% +2,604 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 446,941 $34.2M 0.19% +148,268 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 437,944 $33.5M 2.91% -10,812 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 436,528 $33.4M 2.78% +11,657 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 386,642 $29.6M 4.73% -53,856 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 369,561 $28.3M 0.02% +16,773 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 368,794 $28.2M 5.57% -3,603 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 359,488 $27.5M 0.04% +9,457 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 358,715 $27.4M 7.68% -38,227 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 341,919 $26.1M 0.04% +26,322 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 332,630 $25.4M +50,191 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 331,050 $25.3M 0.03% +75,675 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 329,436 $25.2M 0.3% -271,985 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 322,731 $24.7M 0.05% -16,037 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 298,625 $22.8M 0.03% +101,812 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 276,759 $22.5M 3.53% +7,765 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 282,645 $22.3M 0.03% +59,622 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 266,857 $20.4M 3.14% -19,801 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 257,933 $19.7M 1.71% -18,480 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 253,560 $19.4M 10.17% -2,796 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 251,757 $19.2M 0.28% +143,322 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 251,640 $19.2M 0.29% -7,296 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 249,333 $19.1M 9.15% +600 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 248,182 $19M 0.05% +41,298 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 245,215 $18.7M 7.99% +17,640 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 241,337 $18.5M 0.12% +71,845 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 236,985 $18.1M 0.22% +42,112 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 236,351 $18.1M 9.56% -332 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 224,139 $17.1M 4.14% -1,230 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 222,584 $17M 2.36% +9,594 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 220,100 $16.8M 0.01% -17,842 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 216,529 $16.6M +10,800 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 211,900 $16.2M 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 211,523 $16.2M 0.1% +6,697 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 208,888 $16M 0.58% +1,379 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 207,388 $15.9M 1.77% +12,305 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 204,600 $15.6M 0.03% -195,400 13F-HR Timeline Group MEDICI CAPITAL LLC More: the full row for MEDICI CAPITAL LLC 204,026 $15.6M 11.6% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 198,129 $15.1M 4.54% -45,063 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 196,091 $15M 2.78% -39,987 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 193,522 $14.8M 0.07% +40,912 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 193,020 $14.8M 2.84% -21,377 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 189,200 $14.5M 1.2% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 179,260 $13.7M 1.13% -4,194 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 167,678 $13.6M 1.01% +47,344 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 171,000 $13.5M 0.81% 0 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 170,897 $13.1M +111,307 Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 170,626 $13M 7.25% -5,335 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 165,878 $12.7M 6.3% +9,357 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 164,228 $12.6M 1.05% +17,132 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 161,495 $12.3M 7.2% -97,735 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 159,879 $12.2M 0.01% +108,037 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 157,768 $12.1M 0.31% +129,231 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 157,803 $12.1M 5.4% +2,633 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 155,603 $11.9M 0.92% +45,952 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 153,999 $11.8M 0.02% +24,046 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 152,647 $11.7M 1.6% +12,680 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 145,566 $11.1M 5.71% +6,279 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 141,493 $10.8M 4.18% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 139,845 $10.7M 0.12% +5,148 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 136,425 $10.4M 2.03% -317 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 135,802 $10.4M 2.51% +4,896 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 134,792 $10.3M 2.77% +8,445 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 133,593 $10.2M 1.75% -1,628 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 130,421 $9.97M 3.04% +3,468 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 129,129 $9.87M 0.28% +5,440 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 126,691 $9.69M 0.63% +84,516 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 121,808 $9.31M 0.06% +22,557 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 121,660 $9.3M 2.47% -5,593 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 120,341 $9.2M 1.32% +1,020 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 117,442 $8.98M 0.39% new 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 114,645 $8.76M 1.34% +40,187 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 114,374 $8.74M 15.42% -14,639 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 112,613 $8.61M 1.36% +16,004 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 111,989 $8.56M 0.1% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 112,387 $8.51M 0.02% +30,248 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 110,641 $8.46M 3.95% +14,365 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 108,563 $8.3M 5.68% -9,970 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 107,195 $8.2M 0.03% +54,423 13F-HR Timeline Group MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 107,016 $8.18M 1.01% -1,310 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 105,603 $8.07M 3.23% -13,119 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 105,572 $8.07M 0.06% +34,976 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 105,484 $8.06M 1.95% -3,923 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 105,386 $8.06M 1.1% -11,011 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 104,702 $8M 0.26% -1,051 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 104,513 $7.99M 0.32% -376 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 96,581 $7.74M 1.04% -11,830 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 100,658 $7.7M 0.49% +9,817 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 100,325 $7.67M 0.93% +9,581 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 99,500 $7.61M 2.43% +3,253 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 97,867 $7.48M 1.04% +24,397 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 97,126 $7.43M 0.62% +5,132 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 96,619 $7.39M 0.86% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 96,407 $7.37M 1.05% +37,103 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 96,120 $7.35M 0.3% -12,685 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 95,927 $7.33M 2.14% +23,151 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 95,583 $7.31M 0.49% -4,371 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 94,431 $7.22M 3.22% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 94,431 $7.22M 3.22% -909 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 92,623 $7.08M 0.89% +34,524 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 91,498 $7M 0.17% +7,885 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 91,476 $6.99M 1.58% +11,558 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 91,003 $6.96M 1.8% +23,109 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 90,591 $6.93M 0.72% +7,422 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 89,143 $6.82M 0.81% -14,024 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 88,709 $6.78M 1.45% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 88,707 $6.78M 0.3% +77,375 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 87,847 $6.72M 9.02% -543 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 87,139 $6.66M 0.38% +4,275 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 86,033 $6.58M 3.05% -2,941 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 84,478 $6.46M 0.02% +11,103 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 84,100 $6.43M 0.1% +865 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 82,834 $6.33M 3.1% +13,558 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 81,014 $6.19M 4.06% +650 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 80,364 $6.14M 0.56% -9,569 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 78,811 $6.03M 3.78% -2,210 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 78,772 $6.02M 4.09% +13,042 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 78,374 $5.99M 0.05% +1,720 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 76,294 $5.83M 1.87% +3,513 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 76,222 $5.83M 2.61% +1,026 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 75,340 $5.76M 0.02% +668 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 73,182 $5.59M 3.31% +21,983 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 72,196 $5.52M 0.61% +2,230 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 83,878 $5.5M 0.61% +6,261 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 70,554 $5.38M 0.04% -10,029 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 70,188 $5.37M 0.23% +3,789 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 69,613 $5.32M 0.32% +19,665 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 69,428 $5.31M 3.18% +3,351 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 68,851 $5.26M 0.1% -1,280 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 68,825 $5.26M 1.9% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 67,611 $5.17M 2.95% -13,270 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 98,375 $5.13M 0.72% -5,182 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 67,011 $5.12M 1.74% +2,635 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 66,528 $5.09M 0.3% +269 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 66,025 $5.05M <0.01% +40,164 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 65,633 $5.02M 0.04% +32,228 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 65,110 $4.98M 0.07% +5,520 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 64,811 $4.95M 2.55% +7,312 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 64,050 $4.9M 0.51% -2,325 13F-HR Timeline