BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 474,769,940 $10.9B 0.8% +80,062,969 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 213,742,832 $4.89B 0.33% +18,666,004 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 161,859,980 $3.71B +88,119,871 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 140,890,662 $3.23B 0.86% +21,803,239 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 75,290,882 $1.72B 2.33% +4,284,387 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. 54,704,163 $1.25B 0.72% +1,756,317 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 46,829,856 $1.2B 1.45% +45,186,105 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 41,052,291 $941M 0.06% +8,504,707 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 39,824,863 $912M +4,207,343 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26,176,498 $600M 1.22% +1,186,252 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 25,520,521 $585M 0.09% +1,843,964 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 23,374,003 $535M 2.18% +338,448 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,955,036 $521M 1.15% -6,652,722 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 22,216,730 $509M 0.01% +9,579,013 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 17,999,984 $412M 12.67% +1,093,272 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 12,557,683 $288M +6,809,258 Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 12,517,295 $287M 15.27% -6,290,970 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 10,483,782 $240M 14.87% -217,710 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,135,363 $232M 0.25% +5,995,250 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,932,883 $227M 1.4% +2,332,746 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,321,113 $191M 0.03% +3,620,950 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,169,778 $187M 3.88% +696,322 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,903,192 $180M 0.04% +2,952,492 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,549,432 $173M 0.45% +6,478,078 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,993,963 $160M 0.79% +423,440 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 6,702,133 $154M 0.03% +4,548,373 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,629,343 $152M 1.32% +6,161,410 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,588,546 $151M 0.37% +4,226,644 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,350,646 $145M 0.01% -1,045,550 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,218,729 $142M 0.4% +3,738,116 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 6,158,350 $141M 1.65% -105,132 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,100,423 $140M 0.23% +3,187,845 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,921,573 $136M 1.06% +4,793,860 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,406,893 $124M 0.02% +889,525 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,260,410 $121M 0.9% +2,719,338 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,103,565 $117M 2.4% +148,235 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,862,785 $111M 0.19% +101,797 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,370,401 $100M 3.23% +544,772 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,165,548 $95.4M 4.18% -66,066 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,042,192 $92.6M 0.5% +2,198,721 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,723,338 $85.3M 8.52% +169,547 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,695,203 $84.7M 0.03% +1,022,994 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,691,010 $84.6M 2.16% +164,591 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,646,782 $83.5M 0.45% +216,100 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,455,968 $79.2M 1.33% +15,297 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 3,405,172 $78M 5.62% +194,050 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 3,370,370 $77.2M 0.06% +1,003,774 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,329,569 $76.3M 2.52% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,167,395 $72.6M 0.14% +731,387 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. 2,899,328 $66.4M 1.59% -159,363 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,838,987 $65M 0.23% +2,203,995 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,816,353 $64.5M 0.09% +559,230 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,750,431 $63M 0.9% +2,617,508 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,518,365 $57.7M 0.01% +545,574 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,514,722 $57.6M 1.05% +2,490,308 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,444,478 $56M 0.05% +1,576,838 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 2,352,179 $53.9M 1.24% +473,092 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,114,726 $48.4M 0.21% +226,395 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 2,088,708 $47.9M +584,620 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,049,553 $47.2M +146,615 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,045,565 $46.9M 0.07% +861,408 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,990,898 $45.6M 11.2% -15,960 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,951,668 $44.7M 3.54% +1,350,535 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,767,949 $40.5M 0.1% +683,152 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,667,429 $38.2M 2.83% +23,417 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,634,267 $37.4M 0.46% +1,252,520 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,590,125 $36.4M 1.08% -986 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,554,058 $35.6M 6.76% +59,454 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 342,206 $34.4M 60.26% 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,502,677 $34.4M 1.66% -37,831 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,447,241 $33.2M 3.68% +246,853 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,416,524 $32.5M 0.38% -167,729 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,392,227 $31.9M 1.29% +1,356,201 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,389,814 $31.8M 0.74% +1,187,785 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,371,683 $31.4M 1.83% +494,910 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. 1,350,596 $30.9M 0.09% -428,624 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,313,590 $30.2M 0.19% +308,320 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,303,146 $29.9M +513,663 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,279,312 $29.3M 1.01% +1,073,484 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 1,256,244 $28.8M 6.2% +57,543 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,250,000 $28.6M 1.05% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,234,565 $28.3M 0.22% -12,844 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,201,622 $27.5M 0.2% +2,329 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,138,418 $26.1M 3.35% +23,526 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,133,394 $26M 0.05% +53,969 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,115,125 $25.5M 1.14% +21,891 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,111,849 $25.5M 2.62% +8,911 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,096,862 $25.1M 3.12% +23,660 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 1,088,991 $24.9M 10.17% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,062,852 $24.3M 0.27% +623,262 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,059,639 $24.3M 1.68% +471,842 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,031,632 $23.6M 0.4% +448,600 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,019,615 $23.4M 3.15% +876,601 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,006,592 $23.1M 5.84% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 998,208 $22.9M 0.72% +775,299 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 990,866 $22.7M 0.03% +299,396 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 960,565 $22M 0.52% +353,742 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 947,519 $21.7M 0.11% -425,171 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 943,511 $21.6M 0.01% +372,056 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 932,927 $21.4M 2.45% +4,131 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 927,889 $21.3M 7.69% +60,512 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 907,504 $20.8M 2.85% +815,925 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 902,012 $20.6M 0.19% +74,094 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 897,153 $20.6M 0.03% +606,264 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 873,545 $20M 3.29% +28,502 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 855,364 $19.6M 0.45% -10,669 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 853,799 $19.6M 2.58% +323,291 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 848,271 $19.4M 0.22% +252,357 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 824,415 $18.9M 3.18% +6,085 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 815,856 $18.7M 5.94% -109,930 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 808,370 $18.5M 1.05% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 799,766 $18.4M 1.27% +732,464 13F-HR Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 798,801 $18.3M 0.8% -327,735 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 773,330 $17.7M 3.15% +67,889 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 771,228 $17.7M 0.7% +7,184 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 768,174 $17.6M 0.25% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 767,645 $17.6M 0.08% +209,450 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 759,320 $17.4M 0.15% +522,556 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 755,358 $17.3M 6.78% +25,743 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 739,616 $16.9M 0.08% -57,439 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 734,182 $16.8M 5.08% +52,168 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 731,709 $16.8M 0.34% +672,084 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 731,365 $16.8M 2.42% -18,637 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 731,275 $16.8M 0.09% +287,930 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 708,794 $16.2M +136,875 Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 677,582 $15.5M 0.25% +511,942 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 671,704 $15.4M 0.31% -41,363 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 658,026 $15.1M 0.57% +40,094 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 653,194 $15M 0.12% +112,937 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 651,472 $14.9M 7.71% +11,747 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 640,676 $14.7M 0.04% +21,824 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 630,424 $14.4M 7.77% +26,339 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 628,294 $14.4M 2.82% +14,807 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 619,790 $14.2M 0.26% -40,378 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 613,008 $14M 0.3% +103,104 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 595,685 $13.6M 1.74% +359,538 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 591,172 $13.5M 3.26% new 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 580,856 $13.3M 0.02% 0 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 577,161 $13.2M 6.24% +455,553 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 577,011 $13.2M 2.35% +187,384 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 570,825 $13.1M 0.14% -7,712 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 568,636 $13M 1.51% +502,592 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 565,800 $13M 2.32% +541,489 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 562,027 $12.9M 4.66% +277,891 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 564,071 $12.9M 0.83% +502,799 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 551,459 $12.6M 0.49% +525,826 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 545,685 $12.5M 1.56% +456,808 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 531,709 $12.2M 0.06% +363,756 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 527,899 $12.1M 4.26% -95,715 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 522,510 $12M 0.07% -24,372 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 517,844 $11.9M 0.33% +487,367 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 494,332 $11.3M 3.66% +399,087 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 489,638 $11.2M 0.65% -897,375 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 487,552 $11.2M 3.22% -8,554 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 476,779 $10.9M 1.8% -21,646 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 474,791 $10.9M 0.01% new 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 469,700 $10.8M 1.11% +370,462 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 466,672 $10.7M 0.57% +381,046 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 466,217 $10.7M 0.82% +72,899 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 464,931 $10.6M 7.43% +47,415 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 452,546 $10.4M <0.01% +89,222 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 450,018 $10.3M 0.98% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 439,524 $10.1M 3.98% +42,823 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 435,812 $9.98M 0.17% +308,169 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 427,882 $9.8M 3.44% +20,524 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 425,147 $9.74M <0.01% +360,427 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 413,334 $9.47M 0.55% +255,830 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 409,401 $9.38M 0.12% -2,753 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 408,893 $9.32M -553,416 Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 401,593 $9.2M 4.95% -32,159 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 395,896 $9.07M 0.01% +4,461 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 385,999 $8.84M 0.87% +354,236 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 377,414 $8.65M 3.73% +100,583 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 375,688 $8.55M <0.01% +52,907 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 374,000 $8.52M 0.11% -55,576 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 369,700 $8.47M 0.08% -54,458 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 365,979 $8.38M 0.96% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 364,775 $8.36M 0.1% +277,547 13F-HR Timeline Group SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 357,087 $8.18M 4.17% +266,779 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 355,357 $8.14M 2.51% +324,190 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 350,378 $8M 2.95% -36,392 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 344,517 $7.89M 3.22% +185,890 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 343,710 $7.87M 0.25% +14,045 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 335,991 $7.7M 0.12% +196,499 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 333,597 $7.64M 0.01% +27,420 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 333,544 $7.64M 4.01% +7,128 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 329,632 $7.59M 0.15% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 326,528 $7.48M 0.08% +289,850 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 326,220 $7.47M 0.82% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 325,172 $7.45M 2.68% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 324,769 $7.44M 2.84% +160,271 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 322,741 $7.39M 1.26% +276,782 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 320,087 $7.33M 6.02% +148,427 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 319,532 $7.32M 0.73% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 317,646 $7.28M 0.1% +173,675 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 311,625 $7.14M 0.2% -107,804 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 306,208 $7.02M 1.82% +262,735 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 304,590 $6.98M 0.03% +42,654 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 303,697 $6.96M 2.3% +160,711 13F-HR/A Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 302,238 $6.92M 0.05% +34,402 13F-HR Timeline Group