ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,389,661 $55.8M +41,672 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,260,607 $50.7M 0.01% +127,298 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 582,127 $22.9M 0.03% +61,303 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 564,760 $22.7M <0.01% -38,730 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 528,023 $21.2M 0.02% +4,083 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 527,781 $21.2M 0.51% +51,104 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 465,116 $18.7M 0.04% -32,181 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 345,581 $13.9M 0.08% -9,075 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 335,300 $13.5M <0.01% -20,686 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 328,485 $13.2M 0.03% +21,784 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 295,663 $11.9M 0.01% -16,201 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 257,802 $10.4M <0.01% -4,896 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 226,502 $9.1M 0.07% +20,266 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 221,920 $8.92M 0.1% -5,698 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 218,767 $8.79M 0.07% +3,931 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 208,447 $8.38M 0.05% -14,439 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 191,596 $7.7M 0.69% -11,852 13F-HR Timeline CX Institutional More: the full row for CX Institutional 177,426 $7.13M 0.22% +6 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 177,252 $7.12M 0.01% -56,053 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 154,967 $6.23M 0.48% +2,030 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 151,613 $6.09M <0.01% +11,910 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 137,816 $5.54M 0.06% -141 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 134,973 $5.42M 0.03% -3,339 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 131,999 $5.3M <0.01% -8,107 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 129,345 $5.2M 0.62% -1,956 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 121,296 $4.87M 0.01% -20,912 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 115,998 $4.66M 0.23% +1,783 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 108,275 $4.35M 0.03% +396 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 104,954 $4.22M <0.01% new 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 103,028 $4.14M 2.15% -2,105 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 101,575 $4.08M 1.76% +1,680 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 99,926 $4.02M 0.61% -1,230 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 87,684 $3.52M 0.17% +476 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 85,736 $3.44M 0.05% -1,170 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 78,291 $3.15M <0.01% -5,140 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 75,570 $3.04M 0.06% -68 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 70,946 $2.85M 0.01% +251 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 69,761 $2.8M 1.09% +1,485 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 69,368 $2.79M 0.61% -2,717 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 60,392 $2.43M 0.64% +2,663 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 58,679 $2.36M 0.05% -2,436 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 57,693 $2.32M 0.15% +2,465 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,535 $2.23M 0.03% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 53,402 $2.15M 0.19% +1,329 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 53,322 $2.14M 0.05% +2,084 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 52,378 $2.1M <0.01% -11,411 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,814 $2M <0.01% -21,672 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 49,242 $1.98M 0.05% -283 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 47,111 $1.89M 0.04% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 45,505 $1.83M <0.01% -39,342 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 45,200 $1.82M 0.11% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 44,146 $1.77M 1.64% -426 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 42,710 $1.72M 0.02% +3 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 42,640 $1.71M 0.1% -325 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 41,057 $1.65M <0.01% +2,604 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 37,911 $1.52M 0.01% +689 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,855 $1.44M 0.01% +713 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,583 $1.43M 0.03% -658 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,786 $1.36M 0.01% +19 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 32,824 $1.32M 0.1% +147 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,285 $1.3M <0.01% +10,540 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 32,240 $1.3M 0.03% -167 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 31,385 $1.26M 0.06% +2,242 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,798 $1.24M 0.04% +387 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,394 $1.22M 0.07% -15,918 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 30,385 $1.22M 0.01% -556 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 30,262 $1.22M 0.76% -716 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30,255 $1.22M <0.01% -169 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 30,048 $1.21M 0.46% -1,575 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 28,667 $1.15M 0.19% +529 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,415 $1.14M 0.03% +677 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,953 $1.12M 0.03% -1,275 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,670 $1.07M <0.01% new 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,659 $991K <0.01% +6,411 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23,168 $931K 0.02% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,062 $927K 0.02% +456 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 22,238 $894K 0.12% +1,071 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,788 $875K 0.29% -867 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,728 $873K 0.14% -1,057 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,909 $846K <0.01% -1,599 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,028 $845K <0.01% -85 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19,504 $784K 0.49% -1,170 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,736 $753K 0.01% +64 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 18,725 $752K 0.15% +632 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 18,013 $724K 0.06% +15 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 17,899 $719K 0.2% -460 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,771 $714K <0.01% +846 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 17,541 $705K 0.15% -503 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 17,494 $703K 1.61% -278 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,219 $692K 0.11% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,192 $691K 0.1% -12,104 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,823 $676K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,814 $676K 0.24% +1,608 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,551 $665K <0.01% +4,180 13F-HR Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 16,146 $649K 0.52% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,980 $642K 0.03% -789 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,430 $620K 0.02% +7,896 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,079 $606K 0.02% -800 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,221 $571K 0.01% -2,041 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,169 $569K 0.01% -908 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 13,981 $562K 0.33% -142 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,723 $551K <0.01% 0 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 13,466 $541K 0.25% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,217 $531K <0.01% -3,983 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,012 $523K 0.02% -883 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,055 $484K 0.06% -161 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 12,042 $484K 0.3% +501 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,698 $470K 0.02% -818 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,691 $470K 0.59% -78 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 11,529 $463K 0.14% -1,077 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,445 $460K 0.01% -3,303 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,081 $450K 0.07% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,865 $437K 0.12% -8,288 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,585 $427K 0.08% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,433 $419K <0.01% -445 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,333 $415K 0.34% +2,444 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,218 $411K 0.03% -19 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 10,016 $402K 0.07% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,998 $402K 0.1% -575 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 9,906 $398K 0.16% -345 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,903 $398K <0.01% +987 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,782 $393K 0.01% -547 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,658 $388K 0.03% -36 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,468 $380K 0.03% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,914 $358K 0.09% +784 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,841 $356K <0.01% +3,057 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,847 $355K 0.11% -110 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,718 $350K 0.04% +163 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,529 $343K 0.05% -108 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,364 $336K 0.06% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,318 $334K 0.02% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,317 $334K 0.01% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,956 $320K <0.01% -10,343 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,837 $315K <0.01% +1,083 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,741 $311K <0.01% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 7,674 $308K 0.17% +234 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,400 $297K 0.12% -425 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,192 $289K 0.01% 0 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,185 $287K 0.04% +203 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,837 $274K 0.04% -10 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,491 $261K 0.04% +103 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,471 $260K 0.01% -6 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,493 $260K 0.09% -495 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,362 $256K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,336 $255K <0.01% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,329 $254K 0.01% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,294 $253K 0.01% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,251 $251K 0.04% -249 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 6,247 $251K 0.08% -201 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 6,149 $247K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,146 $247K 0.01% -308 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,610 $246K 0.2% -465 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,059 $243K <0.01% +211 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 5,892 $237K 0.08% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,576 $224K 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,543 $223K <0.01% new 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 5,534 $222K 0.14% -4,444 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,472 $220K 0.01% -1 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,441 $217K 0.05% -189 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,405 $217K 0.02% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,356 $215K 0.02% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,342 $215K 0.06% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,317 $214K 0.03% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,240 $211K 0.01% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,087 $207K 0.03% -1,332 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,082 $204K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,037 $202K 0.01% new 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 5,034 $202K 0.33% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,340 $174K <0.01% +146 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,320 $174K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,118 $165K <0.01% +590 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,825 $154K 0.02% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,755 $151K <0.01% +5 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,213 $129K 0.02% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,175 $128K 0.04% -481 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,959 $119K 0.01% +714 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,894 $116K <0.01% -4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,806 $113K <0.01% -143 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,328 $93.5K 0.1% +347 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,277 $91.5K 0.01% +1,625 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,132 $85.7K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,081 $83.6K <0.01% -80 13F-HR/A Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,038 $81.9K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,929 $77.5K 0.01% +25 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,796 $72.2K <0.01% -783 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,593 $64K <0.01% -96 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,451 $58.3K <0.01% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,315 $52.9K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,294 $52K <0.01% +278 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,288 $51.8K <0.01% -7 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,198 $48.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,166 $46.9K 0.05% 0 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,023 $41.1K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 886 $35.6K <0.01% +244 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 702 $28.2K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 696 $28K 0.02% 0 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/ 650 $26.2K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 565 $22.7K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 465 $18.7K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 462 $18.6K <0.01% +264 13F-HR Timeline