BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 488,595,396 $11.1B 0.72% +13,825,456 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 228,095,630 $5.22B 0.3% +14,352,798 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 175,782,422 $4B +13,922,442 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 162,613,206 $3.7B 0.83% +21,722,544 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 76,608,536 $1.75B 2.09% +1,317,654 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 59,440,029 $1.35B 0.67% +4,735,866 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 52,278,440 $1.19B 0.16% +26,757,919 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 44,022,618 $1B 0.05% +2,970,327 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 43,015,270 $982M +3,190,407 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 27,424,017 $625M 1.07% +1,247,519 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,858,813 $580M 0.97% +2,903,777 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,096,250 $549M 0.01% +1,879,520 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 20,921,820 $477M 2.03% -2,452,183 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 18,424,626 $420M 11.33% +424,642 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 14,313,168 $326M +1,755,485 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,888,991 $248M 0.23% +753,628 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,613,855 $243M 0.05% +2,710,663 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 10,483,782 $240M 14.81% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,130,922 $231M 1.27% +198,039 13F-HR Timeline Group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,123,836 $205M 8.46% +1,325,035 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,863,673 $202M 3.71% +693,895 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 8,563,994 $195M 9.89% -3,953,301 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,996,194 $182M 0.37% +1,777,465 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,932,000 $181M 1.34% +1,302,657 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 7,578,563 $173M 0.03% +876,430 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,210,378 $164M 0.32% +621,832 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,063,645 $161M 0.61% +69,682 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,553,412 $149M 0.93% +631,839 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 6,494,554 $148M 1.44% +336,204 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,493,994 $148M 0.92% +1,233,584 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,348,372 $145M 0.01% -2,274 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,203,467 $141M 0.02% -2,117,646 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,018,417 $137M 0.21% -82,006 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,594,960 $127M 0.02% +188,067 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,489,508 $125M 0.36% +5,329,425 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,966,997 $113M 0.17% +104,212 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 4,902,127 $112M 0.08% +1,531,757 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,672,099 $106M 2.89% +301,698 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,572,890 $104M 3.72% +407,342 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,399,631 $100M 0.47% +357,439 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,230,483 $96.4M 0.03% +535,280 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,947,369 $89.9M 0.42% +300,587 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,911,496 $89.1M 2.04% +220,486 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,845,020 $87.6M 7.04% +121,682 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,734,884 $85.1M 0.14% +567,489 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,692,267 $84.1M 0.25% +853,280 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,624,472 $82.6M 0.1% +808,119 13F-HR Timeline Group NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 3,577,996 $81.5M 0.12% +2,997,140 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,526,231 $80.3M 1.19% +70,263 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,521,336 $80.2M 0.95% +770,905 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,329,569 $75.8M 2.04% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,246,145 $73.9M 0.54% +3,241,383 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,043,419 $69.3M 0.01% +525,054 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,987,988 $68.1M 1.05% +473,266 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,945,895 $67.1M 0.69% +1,311,628 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,751,738 $62.7M 0.05% +307,260 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,532,810 $57.7M 0.21% +418,084 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,295,222 $52.3M 4.55% -1,109,950 13F-HR Timeline Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 2,191,314 $49.9M +102,606 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,118,713 $48.3M 0.02% +1,978,567 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 2,039,239 $46.5M 10.45% +48,341 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,967,803 $44.8M 0.06% -77,762 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,947,901 $44.4M -101,652 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,925,403 $43.9M 0.1% +157,454 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,767,056 $40.3M 0.82% -585,123 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,741,058 $39.7M 2.37% +73,629 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,703,197 $38.8M 5.87% +149,139 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,657,284 $37.8M 0.45% +354,138 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,607,356 $36.6M 0.79% +217,542 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 1,564,093 $35.6M 0.95% -26,032 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,544,278 $35.2M 1.22% +152,051 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,526,575 $34.8M 1.74% +154,892 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,524,956 $34.7M 0.39% +1,195,324 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,516,171 $34.5M 0.23% +998,327 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,439,540 $32.8M 0.06% +88,944 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,438,410 $32.8M 0.2% +124,820 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,418,814 $32.3M 1.02% +760,788 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,414,914 $32.2M 1.44% -87,763 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,403,983 $32M 3.57% +307,121 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,368,476 $31.2M 0.93% +89,164 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,349,783 $30.7M 0.03% -45,480,073 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,340,500 $30.5M 0.02% +396,989 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,328,466 $30.3M 0.29% -88,058 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,313,251 $29.9M 3.61% +293,636 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,289,961 $29.4M 0.19% +88,339 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,275,472 $29.1M 0.35% +243,840 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,250,000 $28.5M 1.13% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,214,016 $27.7M 2.75% -233,225 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,204,706 $27.4M 0.15% -29,859 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,186,819 $27M 1.05% +71,694 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,184,445 $27M 2.83% +46,027 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,183,233 $27M 0.04% +49,839 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,149,762 $26.2M 2.47% +37,913 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,136,935 $25.9M 0.26% +74,083 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,121,539 $25.5M 0.24% +273,268 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,092,317 $24.9M 0.46% +131,752 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,087,346 $24.8M 2.44% +154,419 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,084,684 $24.7M 1.49% +25,045 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,053,127 $24M 4.76% -203,117 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,050,429 $23.9M 0.63% +52,221 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 987,388 $22.2M +578,495 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 959,649 $21.9M 0.17% +57,637 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 939,632 $21.4M 0.33% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 937,112 $21.3M 0.09% -10,407 13F-HR Timeline Group Juno Financial Group LLC More: the full row for Juno Financial Group LLC 927,750 $21.1M 7.49% +172,392 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 918,206 $20.9M 0.03% +21,053 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 912,153 $20.8M 1.03% +103,783 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 899,561 $20.5M 6.36% +471,679 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 877,643 $20M 0.1% +224,449 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 875,351 $19.9M 2.95% +1,806 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 880,067 $19.9M 2.62% -27,437 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 866,864 $19.7M 0.15% +107,544 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 861,989 $19.6M 0.4% +6,625 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 861,313 $19.6M 3.21% +87,983 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 847,680 $19.3M 6.28% -80,209 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 835,484 $19M 3.05% +564,978 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 832,801 $19M 4.83% +98,619 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 830,475 $18.9M 2.94% +6,060 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 824,638 $18.8M 0.31% +92,929 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 820,077 $18.7M 5.47% +4,221 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 819,652 $18.6M 1.24% +19,886 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 809,711 $18.5M 0.08% +278,002 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 768,174 $17.5M 0.23% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 758,976 $17.3M 0.62% -12,252 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 754,954 $17.2M 0.09% +23,679 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 741,790 $16.9M +32,996 Timeline JT Stratford LLC More: the full row for JT Stratford LLC 739,452 $16.8M 1.85% +143,767 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 729,380 $16.6M 5.22% +167,353 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 687,708 $15.7M 7.56% +36,236 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 684,975 $15.6M 0.05% -54,641 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 682,331 $15.5M 0.23% +4,749 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 678,839 $15.5M 0.29% +7,135 13F-HR Timeline Group Pacific Wealth Management More: the full row for Pacific Wealth Management 676,479 $15.4M 6.83% +46,055 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 654,307 $14.9M 0.03% +13,631 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 651,153 $14.8M 5.34% -437,838 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 647,842 $14.8M 0.95% +181,625 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 646,386 $14.7M 3.15% +55,214 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 640,815 $14.6M 1.2% +190,797 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 629,015 $14.3M 0.07% -138,630 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 628,739 $14.3M 0.86% +64,668 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 624,075 $14.2M 0.23% +4,285 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 613,825 $14M 0.12% +326,103 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 611,164 $13.9M 0.49% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 607,625 $13.8M 5.64% +30,464 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 606,615 $13.8M 1.84% +40,815 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 598,663 $13.6M 1.62% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 595,973 $13.6M 0.13% +25,148 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 590,216 $13.4M 2.2% +13,205 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 583,146 $13.3M 1.47% +37,461 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 579,075 $13.2M 4.2% +51,176 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 563,429 $12.8M 0.01% -427,437 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 558,067 $12.7M 2.17% -70,227 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 536,417 $12.2M 1.02% +150,418 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 521,849 $11.9M 0.22% -91,159 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 519,418 $11.8M 0.23% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 513,973 $11.7M 4.76% +352,221 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 500,701 $11.4M 7.12% +35,770 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 489,541 $11.2M 0.55% +22,869 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 482,547 $11M 1.64% +5,768 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 473,607 $10.8M 3.64% +34,083 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 471,560 $10.7M 0.56% +58,226 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 466,531 $10.6M 3.68% +232,283 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 461,624 $10.5M 2.52% -25,928 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 459,986 $10.5M 0.85% +351,139 13F-HR Timeline Group Fairlight Advisors More: the full row for Fairlight Advisors 458,746 $10.5M 8.52% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 457,706 $10.4M 1.22% -11,994 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 442,717 $10.1M 2.85% -51,615 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 439,520 $10M 3.64% +62,106 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 433,748 $9.88M 0.15% -2,064 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 430,843 $9.81M 0.23% +153,520 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 428,427 $9.76M 0.1% +63,652 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 423,991 $9.66M 5.11% +265,352 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 418,426 $9.53M 2.16% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 415,136 $9.49M <0.01% +39,448 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 415,293 $9.46M 0.19% -2,484,035 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 413,219 $9.41M 0.01% +17,323 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 410,396 $9.35M 0.1% +995 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 406,771 $9.27M 2.52% +51,414 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 403,210 $9.19M 0.05% -119,300 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 402,300 $9.16M 0.01% +272,500 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 397,744 $9.06M 0.01% +64,147 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 388,234 $8.84M 4.38% -13,359 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 387,987 $8.84M 0.1% +70,341 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 386,951 $8.81M 2.93% +62,182 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 380,597 $8.67M 4.01% +23,510 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 371,787 $8.47M 1.33% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 362,918 $8.27M 5.62% +60,814 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 359,346 $8.19M 0.78% -6,633 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 356,861 $8.13M 0.1% -17,139 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 356,494 $8.12M 5.7% +36,407 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 351,555 $8.01M 3.79% -655,037 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 347,838 $7.92M 0.01% +155,381 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 347,722 $7.92M 0.72% +28,190 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 346,706 $7.9M 2.72% +2,189 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 343,109 $7.82M 1.89% +227,499 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 343,024 $7.81M 1.6% +51,263 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 340,171 $7.75M 3.49% +6,627 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 338,975 $7.72M 1.15% +16,234 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 339,541 $7.72M 0.05% +179,595 13F-HR Timeline Group Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 337,663 $7.69M 3.4% new 13F-HR Timeline