BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 312,744,235 $7.19B 0.64% -111,189,434 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 102,991,608 $2.37B 0.92% -10,112,800 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 75,175,340 $1.73B +2,160,789 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 69,572,378 $1.6B 2.57% +2,615,659 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. 41,036,037 $943M 0.49% +1,219,217 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,520,268 $862M 0.07% -11,845,477 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,633,284 $543M 1.04% +2,019,524 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22,062,337 $507M 1.39% +652,782 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 21,531,035 $492M 2.78% -11,705,560 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 20,415,587 $469M 0.09% +326,991 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,580,949 $450M 0.03% -1,408,795 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 18,428,436 $424M 30.79% +9,389,586 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 13,944,297 $321M +8,175,501 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,233,090 $304M 0.02% -5,981,807 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 12,420,085 $285M 24.3% -704,379 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 12,281,152 $282M 12.21% -966,188 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,117,755 $256M 0.01% -2,227,264 13F-HR Timeline Group PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 9,958,797 $229M 59.55% -137,381 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,125,578 $187M 1.6% +262,702 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,130,408 $164M 1.75% +249,596 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,104,423 $140M 3.86% +413,898 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,984,198 $138M 1.61% -211,379 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,952,603 $137M 0.05% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,744,383 $132M 1.05% +371,241 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 5,186,402 $119M 2.19% +51,024 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,167,702 $119M 0.03% -892,675 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,010,066 $115M 6.31% +78,291 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,881,324 $112M 8.07% -211,725 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,675,695 $107M 4.15% +4,615,267 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,212,728 $96.8M 0.02% +667,820 13F-HR/A Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 4,079,819 $93.8M 3.25% +2,458,450 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,674,717 $84.5M 0.03% +84,577 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,621,887 $83.2M 0.16% -273,955 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,384,008 $77.8M 1.48% +78,301 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 3,276,177 $75.3M 43.65% -884,565 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,261,250 $75M 9.24% +181,676 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,221,640 $74M 2.32% +28,919 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,018,684 $69.4M 0.01% +123,460 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,997,326 $67.9M 3.48% +237,415 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,908,892 $66.9M 5.39% +350,000 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,370,496 $54.5M 1.32% +37,166 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,275,582 $52.3M 0.15% +130,417 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,251,672 $51.8M 0.44% +154,855 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,145,009 $49.2M 0.11% +246,002 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,120,336 $48.7M 0.16% +316,022 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,110,780 $48.5M 0.34% -38,539 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,898,824 $43.6M 2.69% +593,178 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,836,810 $42.2M 12.1% +123,930 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,824,683 $42M 0.09% -266,394 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,789,793 $41.1M 2.16% +1,191,284 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,787,073 $41.1M 0.47% +1,786,438 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,708,518 $39.3M 2.67% -73,774 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,690,786 $38.9M 0.05% +220,744 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,657,285 $38.1M 5.19% +121,440 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,645,559 $37.8M 0.01% -116,865 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 1,645,060 $37.8M 1.42% -40,498 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,634,809 $37.6M 0.19% +71,982 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,577,899 $36.3M 0.01% +182,483 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,468,560 $33.8M 0.05% -324,149 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 1,455,934 $33.5M 0.01% -28,405 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,403,521 $32.3M 0.21% -1,146,140 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 1,384,013 $31.8M 0.82% +452,542 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,349,447 $31M 8.36% -156,497 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. 1,335,338 $30.6M 0.13% -193,457 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,308,854 $30.1M 0.44% +847,969 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,276,451 $29.3M 3.3% +71,236 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,255,948 $28.9M 0.28% +18,340 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,250,310 $28.7M 0.04% -842,877 13F-HR Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 1,229,324 $28.3M 2.41% -4,206,006 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,219,919 $28M 0.11% -304,617 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 1,213,945 $27.9M +753,930 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,197,962 $27.5M 0.07% +123,300 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,161,141 $26.7M 0.4% +991,567 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 1,132,711 $26M 24.66% -27,922 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,060,389 $24.4M 2.89% 0 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,057,469 $24.3M 4.45% +1,644 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,036,809 $23.8M 7.77% +30,309 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,016,147 $23.4M 3.49% -4,844 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 998,094 $22.9M 2.76% +85,601 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 987,357 $22.7M -199,777 Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 986,257 $22.7M -242,824 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 956,012 $22M 0.19% +64,187 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 950,709 $21.9M 0.02% +929 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 949,471 $21.8M 4.24% +10,295 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 940,531 $21.6M 3.59% +118,715 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 935,242 $21.5M 0.11% +259,043 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 927,618 $21.3M 3.29% -78,745 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 908,045 $20.9M 0.6% 0 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 883,438 $20.3M 0.07% +80,806 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 881,558 $20.3M 1.43% -127,678 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 859,716 $19.8M 4.27% +256,392 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 829,238 $19.1M 3.57% +8,003 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 815,709 $18.7M 9.09% +30,630 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 811,843 $18.7M 5.17% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 787,204 $18.1M 2.62% new 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 782,348 $17.9M 8.7% -22,431 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 777,988 $17.9M 0.98% +223,758 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 766,074 $17.6M 0.83% -149,168 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 753,956 $17.3M 4.18% +71,663 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 740,574 $17M 0.1% +64,572 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 708,303 $16.3M 0.24% +52,808 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 704,592 $16.2M 0.01% -55,661 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 699,919 $16.1M 0.64% +149,157 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 698,984 $16.1M 0.15% +27,673 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 694,311 $16M 2.83% new 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 689,584 $15.9M 8.08% +20,495 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 667,669 $15.3M 8.44% +206,534 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 665,849 $15.3M 0.28% +23,294 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 656,307 $15.1M 0.19% -317,674 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 629,415 $14.5M 0.37% -227,363 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 619,114 $14.2M 4.62% +12,333 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 602,524 $13.8M 3.01% +71,871 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 601,588 $13.8M 0.02% +84,688 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 598,833 $13.8M +114,860 Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 586,250 $13.5M 2.03% +4,615 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 582,525 $13.4M 0.01% +256,372 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 577,799 $13.3M 0.28% -22,915 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 577,197 $13.3M 0.15% -89,973 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 575,478 $13.2M 1.37% +118,806 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 571,447 $13.1M 0.42% +135,908 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 557,004 $12.8M 0.01% +48,769 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 554,969 $12.8M 8% -13,102 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 554,353 $12.7M 3.05% +9,230 13F-HR/A Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 553,886 $12.7M 5.94% +15,758 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 524,477 $12.1M 0.15% -159,378 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 514,890 $11.8M 4.37% +31,746 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 513,307 $11.8M 0.18% +59,144 13F-HR Timeline Group Seascape Capital Management More: the full row for Seascape Capital Management 507,620 $11.7M 4.07% +8,730 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 506,980 $11.7M 2.06% -9,329 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 504,658 $11.6M 0.01% new 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 494,793 $11.4M 0.07% +25,045 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 492,523 $11.3M 0.29% +87,598 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 478,735 $11M 0.14% +21,288 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 473,529 $10.9M 0.32% +473,482 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 434,559 $9.99M 0.48% +53,224 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 428,926 $9.86M 1.04% +43,501 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 424,570 $9.76M 0.09% +4,818 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 424,276 $9.75M 0.18% +78,169 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 421,639 $9.69M 1.67% -14,118 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 405,590 $9.32M 0.02% +71,135 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 398,667 $9.16M 0.02% +19,909 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 390,873 $8.98M 1.56% -13,496 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 387,329 $8.9M 0.49% -66,323 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 379,670 $8.73M 0.55% -1,309 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 376,802 $8.66M 0.05% +11,174 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 366,986 $8.44M 0.02% +288,160 13F-HR/A Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 365,099 $8.39M 1.97% +25,008 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 364,072 $8.37M 0.1% +28,954 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 363,556 $8.36M 3.53% +20,637 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 360,894 $8.3M 0.05% -29,281 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 349,690 $8.04M 3.5% +168,126 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 343,198 $7.89M 0.02% -504,734 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 341,207 $7.84M 1.39% +309,224 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 340,810 $7.83M 0.14% -33,718 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 336,303 $7.73M 0.33% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 335,722 $7.69M 0.22% -10,996,833 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 328,542 $7.55M 1.88% +162,387 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 324,348 $7.46M 0.14% -47,085 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 320,561 $7.37M <0.01% -596,351 13F-HR/A Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 310,893 $7.15M 3.2% -1,395 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 299,060 $6.87M 2.46% +27,065 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 297,125 $6.83M 0.26% new 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 290,172 $6.67M 5.13% +7,745 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 281,539 $6.47M 2.73% +15,460 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 278,437 $6.4M 1.05% +15,403 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 273,128 $6.26M 0.01% +88,200 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 272,195 $6.26M 0.5% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 265,255 $6.1M 1.77% +6,111 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 262,269 $6.03M <0.01% -29,056 13F-HR/A Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 258,225 $5.94M 0.07% -9,620 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 256,745 $5.9M 3.61% -89,516 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 256,538 $5.9M 0.06% -59,890 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 256,538 $5.9M 0.06% -59,890 13F-HR/A Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 255,729 $5.89M 2.95% 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 255,067 $5.86M 4.72% +23,196 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 249,361 $5.73M 6.19% +232,528 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 245,827 $5.65M 0.03% +4,828 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 244,786 $5.63M 1.73% +33,702 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 227,755 $5.23M -39,372 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 227,468 $5.23M 0.12% +1,695 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 226,123 $5.2M <0.01% -28,710 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 226,075 $5.2M 0.08% -2,889,260 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 223,918 $5.15M 0.38% +5,304 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 220,715 $5.07M 1.14% +14,618 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 219,822 $5.05M 1.02% -17,374 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 211,435 $4.86M 4.71% +94,002 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 210,097 $4.83M +40,529 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 202,438 $4.65M 0.01% +20,992 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 201,931 $4.64M 0.05% -2,650 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 201,627 $4.63M 0.06% -86,094 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 201,274 $4.63M 2.52% -28,161 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 200,107 $4.6M 2.43% +2,656 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 199,754 $4.59M 0.86% +10,077 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 198,947 $4.57M 0.02% +5,975 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 198,027 $4.55M 1.83% -105,315 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 195,150 $4.49M 10.72% -100,478 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 189,400 $4.35M 2.33% +13,168 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 189,201 $4.35M 0.19% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 188,978 $4.34M 0.19% +74,268 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 187,779 $4.32M 1.45% -5,221 13F-HR Timeline