WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,651,520 $977M 0.19% +531,876 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,878,875 $254M 0.07% +97,898 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,577,023 $241M 4.51% +4,211,995 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 5,429,627 $234M 1.98% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,858,335 $210M 6.14% +379,920 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,792,132 $207M +1,574,730 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,437,447 $191M 0.01% -247,100 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 3,290,100 $142M 0.27% +194,817 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,155,223 $136M 0.01% -157,989 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,554,536 $110M 0.71% -36,255 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,065,139 $89.1M 0.12% +123,337 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,024,575 $87.3M 0.09% +1,413,784 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,745,490 $75.3M 0.01% +8,438 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,379,015 $59.5M 0.1% +92,447 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,367,022 $59M 6.61% +35,171 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,286,453 $55.5M 0.08% -79,867 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,064,483 $45.9M 0.01% +115,495 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,046,001 $45.1M +65,963 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,036,569 $44.7M 1.5% -247,878 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,028,776 $44.4M 5.97% +20,703 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,024,477 $44.2M 1.78% +14,704 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,007,630 $43.5M 0.43% +13,970 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,006,889 $43.4M 0.64% +60,997 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 989,692 $42.7M 5.46% +19,592 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 927,809 $40M 0.06% -33,142 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 920,979 $39.7M 0.01% -48,239 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 894,547 $38.6M 0.24% +683,390 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 853,644 $38.5M 4.71% -168,901 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 890,002 $38.4M 1.83% -13,392 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 786,110 $33.9M 10.83% +77,329 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 736,862 $31.8M 3.03% +33,468 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 735,238 $31.7M 15.77% +52,554 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 730,510 $31.5M 0.02% -2,937 13F-HR Timeline Group SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 713,127 $30.8M 19.98% -1,283 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 681,026 $29.4M 0.01% -36,139 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 676,901 $29.2M 0.16% -36,074 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 652,469 $28.1M 3.14% +2,693 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 647,826 $27.9M 3.12% +47,323 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 621,072 $26.8M 0.05% +12,809 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 593,460 $25.6M 3.32% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 551,317 $23.8M 0.01% +7,959 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 527,035 $22.7M 0.02% +163,618 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 520,439 $22.4M 9.76% +14,586 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 516,472 $22.3M 3.24% +33,512 13F-HR Timeline Group Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 512,734 $22.1M 2.11% +82,954 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 507,579 $21.9M 6.82% -58,029 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 501,851 $21.6M 0.51% -76,459 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 497,236 $21.4M 1.86% -804 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 481,638 $20.8M 0.71% +6,535 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 478,045 $20.6M 9.59% -138 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 453,455 $19.6M 2.8% -14,897 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 446,210 $19.2M 1.34% +4,362 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 422,366 $18.2M 2.16% +134 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 383,019 $16.5M 0.04% +48,971 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 368,163 $15.9M 3.69% -4,982 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 343,135 $14.4M <0.01% +279,268 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 330,044 $14.2M 0.04% +63,469 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 327,047 $14.1M 0.03% +39,667 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 317,208 $13.7M 7.23% -22,924 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 313,180 $13.5M 0.01% new 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 306,393 $13.2M 0.19% +37,373 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 304,249 $13.1M 2.26% +6,601 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 293,392 $12.7M 6.95% -100 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 286,634 $12.4M 2.28% -6,259 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 272,248 $11.7M 0.09% +120,412 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 263,506 $11.4M 2.36% +67,292 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 263,382 $11.4M 0.73% -2,275 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 260,166 $11.2M 0.63% -9,455 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 249,134 $10.7M 0.4% -17,380 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 246,668 $10.6M 3% +8,760 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 243,973 $10.5M 0.04% +235,105 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 242,269 $10.4M 1.18% +2,175 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 238,101 $10.3M 1.26% -103,569 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 234,457 $10.1M 3.48% -5,458 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 228,463 $9.85M 0.3% +115 13F-HR/A Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 225,127 $9.71M 4.08% +7,093 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 216,433 $9.33M 0.18% +1,806 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 190,234 $8.2M 0.03% +95,567 13F-HR/A Timeline Jeter Robert S II More: the full row for Jeter Robert S II 177,126 $8.12M 8.09% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 186,968 $8.07M 0.01% -26,788 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 185,438 $8M 0.01% +157,890 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 182,801 $7.88M 0.01% -5,035 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 179,260 $7.81M 0.02% -147,190 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 176,532 $7.61M 1.6% -100 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 171,259 $7.39M 0.67% +19,948 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 167,238 $7.21M 0.01% +3,966 13F-HR Timeline Group Blue Water Asset Management More: the full row for Blue Water Asset Management 162,905 $7.03M 2.43% -10,540 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 162,905 $7.03M 2.43% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 160,066 $6.9M 0.02% +15,440 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 159,769 $6.68M <0.01% +33,940 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 154,655 $6.67M 0.14% +17,636 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 134,709 $5.81M 0.89% -2,282 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 134,498 $5.8M 0.48% +12,244 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 134,265 $5.79M 0.83% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 128,754 $5.55M 0.01% -8,918 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 126,987 $5.48M 0.45% -1,522 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 124,869 $5.39M 0.19% +3,535 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 120,204 $5.18M <0.01% +85,301 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 104,615 $4.51M 0.04% +12,626 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 100,521 $4.34M 0.11% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 100,385 $4.31M 0.03% +19,041 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 99,346 $4.28M 0.9% +11,211 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 93,556 $4.04M 0.32% -56 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 88,867 $3.83M 0.14% -461 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 86,430 $3.73M 0.12% +2,593 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 82,632 $3.56M 1.4% +7,877 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 81,598 $3.52M 0.02% -331 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 81,416 $3.51M 2.95% -918 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 80,488 $3.47M +65,029 Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 78,144 $3.37M 0.93% -18 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 77,911 $3.36M 1.32% +276 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 77,552 $3.34M 0.81% -69,661 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 76,194 $3.29M 0.09% -310,887 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 69,976 $3.02M 0.34% +8,658 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 68,242 $2.94M 1.17% -11,251 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 67,721 $2.91M 0.01% +20 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 65,014 $2.8M 0.23% +270 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 64,969 $2.8M 0.04% +4,103 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 64,421 $2.78M 1.1% -2,595 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 60,340 $2.6M 0.14% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 58,592 $2.53M 0.15% -34,829 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 58,520 $2.52M 0.06% +21,246 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 56,788 $2.45M 0.03% +19,718 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 56,556 $2.44M 0.01% +10,167 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 54,837 $2.37M <0.01% +1,468 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 56,161 $2.35M 0.08% +5,031 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 54,018 $2.33M 0.04% +7,417 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 51,944 $2.24M 0.14% -1,426 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,194 $2.21M <0.01% +16,056 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 51,000 $2.2M 0.21% +1,138 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 46,759 $2.02M 0.52% -2,234 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 44,122 $1.9M 0.23% +9,185 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,975 $1.81M <0.01% +20,700 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 40,000 $1.73M 0.16% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 38,876 $1.68M 0.05% -14,889 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 38,661 $1.67M 0.21% -675 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,627 $1.67M -629 Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 36,486 $1.57M 0.09% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 35,166 $1.52M 0.31% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 34,079 $1.47M 0.03% -831 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 33,970 $1.46M 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 33,739 $1.46M 0.15% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 33,319 $1.44M 0.16% 0 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 32,200 $1.39M 1.16% +1 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 31,067 $1.34M 0.23% -780 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 30,696 $1.32M 0.79% +230 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,535 $1.32M 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,344 $1.31M <0.01% +2,442 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 30,050 $1.3M 0.02% -203 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 30,023 $1.29M 0.03% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,744 $1.28M 0.21% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 29,274 $1.26M 0.04% -4,482 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,960 $1.25M 0.03% +124 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 28,920 $1.25M 0.27% -300 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 28,016 $1.21M 0.27% +3,339 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 27,476 $1.19M <0.01% +12,661 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,546 $1.14M 0.27% -227 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,288 $1.13M 0.02% -113 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 26,029 $1.12M 0.09% -306 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 25,198 $1.09M 0.42% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,981 $1.03M 0.04% +17,476 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 23,271 $1M 1.58% -8,039 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,174 $1000K 0.4% -214 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 22,294 $962K 0.35% +3,484 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 21,984 $948K 0.1% +2,186 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21,974 $948K 0.08% -1,316 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 21,866 $943K 0.02% +7,184 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,934 $903K 0.03% +1,074 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,784 $853K 0.02% +1,633 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,737 $851K 0.03% -3,491 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 18,415 $794K 0.06% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,510 $755K 0.04% -1,852 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 17,435 $752K 0.88% -35,533 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,046 $735K <0.01% +1,806 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16,701 $720K 0.08% -930 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 16,508 $712K 0.06% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,938 $687K 0.01% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 15,422 $665K 0.22% -290 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,392 $630K 0.01% +3,636 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,411 $622K 0.06% -627 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,195 $612K 0.03% +3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,182 $612K <0.01% +60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,518 $540K <0.01% +1,110 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 12,500 $539K 0.29% -2,068 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,476 $538K 0.01% -3,043 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 12,201 $526K 0.05% 0 13F-HR Timeline 46 Peaks LLC More: the full row for 46 Peaks LLC 11,985 $517K 0.38% +646 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,927 $514K 0.04% +5,815 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,848 $511K 0.01% +3,252 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,744 $507K 0.03% +5,555 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 11,455 $494K 0.13% +4,509 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,351 $490K <0.01% +4,892 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,304 $488K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 11,190 $486K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 11,230 $484K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,069 $477K <0.01% +37 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,881 $469K 0.03% -1,790 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,779 $465K 0.03% 0 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 10,166 $460K 0.43% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,343 $446K <0.01% +554 13F-HR Timeline Group