BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 36,580,553 $2.36B 0.22% +1,231,925 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 18,824,709 $1.21B 0.02% +1,957,725 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 17,995,579 $1.16B 1.13% +476,133 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,320,437 $665M 0.05% +511,564 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,820,684 $633M 0.81% +579,920 13F-HR Timeline Group Bank of Finland More: the full row for Bank of Finland 5,965,563 $385M 27.43% -1,364,742 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,614,461 $362M 0.35% +369,113 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,493,928 $354M +709,576 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,706,315 $239M 0.39% +408,302 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,082,350 $199M 6.24% +139,749 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,931,905 $189M +733,751 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,638,747 $170M 0.01% +286,730 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,598,000 $167M 3.81% +186,000 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,917,437 $124M 1.47% +259,607 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,686,974 $109M 0.04% 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,623,011 $105M 0.28% +64,589 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,586,829 $102M 7.18% +78,737 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,520,640 $98M 4.76% +14,965 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,466,260 $94.5M 1.33% +62,745 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,438,229 $92.7M 14.66% +44,337 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,419,822 $91.5M 1.34% +88,646 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 1,415,632 $91.3M 9.95% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,352,944 $87.2M 2.5% -213,858 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,332,365 $85.9M 0.02% +57,228 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,291,949 $83.3M 2.06% +23,266 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,286,013 $83.1M 4.09% +17,875 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,200,185 $77.4M 6.37% +49,370 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,153,825 $74.4M 6.45% +105,418 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,089,294 $70.2M 4.8% +111,373 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,063,469 $68.6M 0.05% +127,920 13F-HR Timeline Group AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 863,444 $55.7M 10.22% -7,211 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 859,931 $55.4M 0.53% +125,803 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 827,284 $53.3M 0.09% -20,054 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 744,870 $48M 3.79% +23,384 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 743,817 $48M 0.02% +87,140 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 739,186 $47.7M 0.01% -829,538 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 706,191 $45.5M 1.74% +61,784 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 685,309 $44.8M 4.71% -57,953 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 690,887 $44.5M 1% +676,971 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 679,592 $43.8M 7.72% +19,659 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 665,614 $42.9M 0.09% +45,308 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 659,679 $42.5M 0.04% +95,496 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 657,000 $42.4M 8.16% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 635,128 $40.9M 0.06% +15,695 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 578,343 $37.3M 0.01% -169,197 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 502,739 $32.4M 0.09% -3,501 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 455,327 $29.4M 2.79% +5,587 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 444,391 $28.6M 0.39% -18,128 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 418,178 $27M 0.68% -128,836 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 411,490 $26.5M 7.66% +12,742 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 395,189 $25.5M 0.03% -21,746 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 394,898 $25.5M 12.84% +24,875 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 385,304 $24.8M 0.08% +23,760 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 371,042 $23.9M 3.75% +20,682 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 335,554 $21.6M 8.28% +52,983 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 313,770 $20.2M 0.17% -12,251 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 291,283 $18.8M 2.76% +23,485 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 285,681 $18.4M <0.01% +17,652 13F-HR Timeline Group Oak Root LLC More: the full row for Oak Root LLC 279,807 $18M 2.35% -30,089 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 259,638 $16.7M 7.13% +36,256 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 258,648 $16.7M 0.36% -14,218 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 254,067 $16.4M 2.41% +1,195 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 250,687 $16.2M 2.24% +197,216 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 250,300 $16.1M 1.62% +7,605 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 249,755 $16.1M 4.71% -16,393 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 246,191 $15.9M 1.86% +3,727 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 241,352 $15.6M 0.16% -27,324 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 241,352 $15.6M 0.16% -27,324 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 231,975 $15M 5.34% +34,396 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 220,821 $14.2M 7.22% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 219,578 $14.2M 8.46% +30,726 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 200,618 $12.9M 5.66% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 197,558 $12.7M 0.02% +12,699 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 186,584 $12.4M 0.07% +103,264 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 185,511 $12M 1.99% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 185,221 $11.9M 0.98% -42,109 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 184,112 $11.9M 4.36% +2,756 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 183,663 $11.8M 3.46% +13,772 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 182,588 $11.8M 8.67% 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 182,318 $11.8M 2.49% +46,128 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 180,629 $11.6M 0.34% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 178,964 $11.6M 2.08% +54,129 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 162,382 $11.5M 1.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 175,247 $11.3M 3.97% +2,344 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 171,958 $11.1M 1.49% +32,516 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 169,751 $10.9M 0.99% +6,538 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 164,218 $10.6M 3.43% +12,955 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 159,870 $10.3M 0.12% +153,682 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 157,355 $10.1M 5.2% +13,279 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 156,790 $10.1M 0.02% +1,691 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 154,885 $9.99M 0.19% +1,821 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 153,575 $9.9M <0.01% +7,213 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 150,206 $9.68M 2.86% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 146,266 $9.43M 0.26% +2,313 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 143,608 $9.26M 8.16% +8,012 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 141,166 $9.1M 0.02% +8,505 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 140,438 $9.05M 0.03% -1,963 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 136,768 $8.82M 5.05% +8,594 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 135,283 $8.72M 4.87% 0 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 135,277 $8.72M 0.45% -554 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 133,436 $8.6M 0.1% +6,630 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 132,538 $8.54M 3.76% +19,010 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 131,744 $8.49M 0.08% -1,722 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 128,588 $8.29M 1.1% +979 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 127,563 $8.22M 2.92% +7,371 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 124,580 $8.03M 0.3% +24,307 13F-HR/A Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 123,026 $7.93M 1.57% +3,293 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 122,801 $7.92M 2.71% +20,726 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 122,400 $7.89M 1.28% 0 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 120,340 $7.76M 1.45% +14,730 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 117,400 $7.57M 1.29% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 115,815 $7.47M 0.01% +583 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 115,665 $7.46M 1.14% +4,817 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 113,125 $7.29M 3.47% +23,456 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 111,457 $7.19M 0.37% +2,832 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 108,600 $7M 0.25% +4,281 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 106,486 $6.87M 0.45% -1,256 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 101,704 $6.56M 3.82% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 96,189 $6.26M 0.15% +14,463 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 96,455 $6.22M 1.3% -5,703 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 94,031 $6.06M 4.85% -245 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 91,505 $5.9M 0.43% +3,114 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 91,372 $5.89M 5.19% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 89,931 $5.8M 0.04% +4,407 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 88,972 $5.74M 1.46% -175 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 88,756 $5.72M 3.81% +14,357 13F-HR/A Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 87,666 $5.65M 3.52% +8,927 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 84,499 $5.45M 0.17% -15,117 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 81,271 $5.2M 0.27% +1,415 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 79,404 $5.12M 2.6% +2,072 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 79,299 $5.11M 0.38% -45,856 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 78,670 $5.07M 1.77% -290 13F-HR Timeline Friday Financial More: the full row for Friday Financial 78,356 $5.05M 3.48% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 78,197 $5.04M 0.03% +18,232 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 76,652 $4.94M 0.34% -1,733 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 73,403 $4.73M 2.55% -46,303 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 73,153 $4.72M 0.07% -356 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 72,663 $4.68M 3.27% -64,736 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 70,237 $4.53M 0.17% -3,936 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 69,622 $4.49M 4.62% 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 66,720 $4.3M 2.09% +6,194 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 65,420 $4.22M 3.17% +3,978 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 65,171 $4.2M 3.15% +2,261 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 65,084 $4.2M 1.06% +55 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 64,094 $4.13M 0.01% -3,072 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 63,812 $4.11M 0.19% +1,941 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 61,167 $3.94M 0.1% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 60,118 $3.88M 0.51% +4,264 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 59,340 $3.83M 0.54% +10,070 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,680 $3.65M 0.02% +25,866 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 56,557 $3.65M 0.57% +872 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 51,486 $3.32M 0.64% +3,964 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 51,274 $3.31M 0.16% +2,967 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 49,323 $3.18M 1.36% +5 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 49,025 $3.14M 0.76% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 44,895 $3.02M 2.07% -8,530 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 46,635 $3.01M 0.2% -3,619 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 46,151 $2.98M 0.03% -15,135 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 45,746 $2.95M 1.87% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 45,424 $2.93M 0.93% -1,717 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,637 $2.88M 0.02% +15,700 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 42,550 $2.74M 0.03% -3,354 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 41,955 $2.7M 0.03% +18,421 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 41,840 $2.7M +10,532 Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 41,294 $2.66M 0.55% +11,566 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,779 $2.63M 0.02% +7,071 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 39,862 $2.57M 0.02% +2,525 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 39,506 $2.55M 1.69% +276 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 38,785 $2.5M 0.01% -9,753 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 38,369 $2.47M 1.92% -848 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 37,429 $2.41M 0.34% -8,136 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 36,176 $2.33M 1.55% +799 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,621 $2.3M <0.01% -2,424 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 35,168 $2.27M 0.84% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 35,090 $2.26M 0.08% +2,533 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 34,799 $2.24M 0.45% +532 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 34,280 $2.21M 0.82% -2,234 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 33,745 $2.18M 0.12% -580 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 33,598 $2.17M 0.07% -656 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 32,100 $2.07M 0.69% +3,806 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 31,658 $2.04M 1.49% +223 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 30,349 $2.04M 0.31% +12,726 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 30,772 $1.98M 1% -2,665 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 30,599 $1.97M 1.2% +3,685 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30,538 $1.97M <0.01% +6,691 13F-HR Timeline Group KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 29,800 $1.93M 1.49% -1,411 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 29,538 $1.9M 0.15% +10,098 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 29,268 $1.89M 0.97% +1,049 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 29,048 $1.87M 0.1% -1,209 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 28,970 $1.87M 0.7% +3,789 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 28,959 $1.87M 0.13% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 28,704 $1.85M 0.7% -17,086 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 28,614 $1.84M 0.9% -1,620 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 28,530 $1.84M 0.04% +8,348 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 28,439 $1.83M 0.09% -243 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 27,661 $1.78M 0.94% -708 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 26,757 $1.73M <0.01% +18,982 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,412 $1.7M <0.01% -32,195 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,377 $1.7M 0.06% +118 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,378 $1.69M 0.66% 13F-HR Timeline