BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 49,303,434 $3.75B 0.3% +1,564,981 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,930,898 $1.52B 0.03% +1,051,060 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 17,982,959 $1.37B 1.17% +283,144 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,053,627 $841M 0.97% +528,230 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,733,097 $816M 0.05% +264,098 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. 6,858,260 $522M 0.34% +1,155,417 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,852,208 $521M 0.13% +1,716,886 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,214,432 $473M +139,465 Timeline Bank of Finland More: the full row for Bank of Finland 6,069,143 $461M 30.14% +103,580 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,834,866 $368M 5.82% +1,186,854 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,322,535 $329M 0.23% +123,002 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,093,917 $311M +391,107 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,856,982 $293M 0.02% +626,665 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,150,680 $240M 23.05% -25,615 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,128,384 $238M 6.84% +26,039 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,412,000 $183M 4.09% +1,886,500 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,086,440 $159M 0.26% -1,521,216 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,966,793 $150M 0.03% +700,939 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,948,751 $148M 0.24% +1,299,197 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,863,704 $142M 0.05% +204,070 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,772,283 $135M 0.23% +849,341 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,593,378 $121M 0.29% -58,110 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,516,493 $115M 7.63% -51,991 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,516,141 $115M 0.02% +148,733 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,503,051 $114M 3.04% +1,271,130 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,419,721 $108M 6.29% -22,121 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,396,512 $106M 14.55% -19,721 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,313,439 $99.9M 1.13% -122,305 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,268,305 $96.3M 4.5% +11,306 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,258,824 $95.7M 2.3% +2,602 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,196,326 $91M 1.23% -118,389 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,187,722 $90.3M 7.1% +36,943 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,180,131 $89.7M 0.77% +159,997 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,154,156 $87.8M 6.8% -44,581 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,082,413 $82.3M 0.03% +7,363 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 858,477 $65.3M 0.09% +23,772 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 849,753 $64.6M 0.01% +191,346 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 778,922 $59.2M 0.59% -1,493,916 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770,868 $58.6M 0.04% +80,036 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 759,281 $57.7M 1.98% +29,325 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 739,882 $56.3M 0.13% -10,844 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 723,850 $55M 6.45% -84,050 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 710,612 $54M 3.57% -93,833 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 702,685 $53.4M 8.46% +10,240 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 696,600 $53M -8,129 Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 625,493 $47.6M 8.84% -219,853 13F-HR Timeline Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 606,060 $46.1M 16.87% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 601,853 $45.8M -89,034 Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 598,627 $45.5M 8.9% +86,721 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 575,800 $43.8M 8.95% -103,200 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 559,409 $42.5M 1.57% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 555,511 $42.2M 0.06% -114,162 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 541,114 $41.1M 0.05% +121,719 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 508,382 $38.7M 4.07% +55,216 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 507,966 $38.6M 0.01% +26,281 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 492,107 $37.4M 0.07% +410,748 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 473,436 $36M 0.83% -55,732 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 460,093 $35M 0.5% -28,198 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 461,628 $34.5M 0.06% +110,671 13F-HR/A Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 436,348 $33.2M 0.42% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 430,786 $32.8M 0.1% +26,315 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 403,344 $30.7M 4.17% -3,006 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 390,492 $29.7M 13.53% +6,455 13F-HR Timeline C V STARR & CO INC More: the full row for C V STARR & CO INC 378,787 $28.8M 14.97% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 370,984 $28.2M 9.7% +20,600 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 347,211 $26.4M 6.64% -1,989 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 323,285 $24.6M 3.82% +205,885 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 315,345 $24M 3.29% +13,251 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 312,392 $23.8M 0.39% +7,517 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 305,267 $23.2M 0.17% +594 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 304,963 $23.2M 1.76% +13,747 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 288,319 $21.9M 7.76% +61,475 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 277,639 $21.1M 1.58% +37,321 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 271,254 $20.6M 1.97% +7,866 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 268,391 $20.4M 2.5% +5,475 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 250,920 $19.1M 0.86% -1,303,000 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 250,371 $19M 5.14% +4,086 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 249,816 $19M 2.5% -1,454 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 249,086 $18.9M 8.35% +9,189 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 243,310 $18.5M 6.79% +3,236 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 234,146 $17.8M 1.9% -12,042 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 220,047 $16.7M 5.11% -7,164 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 215,655 $16.4M 7.87% -17,841 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 215,309 $16.4M 5.42% -76,490 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 213,693 $16.3M 0.12% +35,284 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 207,792 $15.8M 2.39% +13,404 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 206,238 $15.7M 1.1% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 205,529 $15.6M 0.45% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 203,003 $15.4M 0.38% +17,212 13F-HR/A Timeline Oak Root LLC More: the full row for Oak Root LLC 199,151 $15.1M 1.88% +18,939 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 199,086 $15.1M 1.77% +26,423 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 198,466 $15.1M 5.29% -52,966 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 194,526 $14.8M 3.92% +14,896 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 194,289 $14.8M 0.13% -47,393 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 192,453 $14.6M 2.64% -476 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 183,296 $13.9M 0.2% +78,314 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 179,470 $13.6M 0.75% +7,215 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 176,537 $13.4M 3.24% +15,236 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 174,660 $13.3M 0.02% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 172,375 $13.1M 0.32% -5,667 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 172,261 $13.1M 4.28% -3,770 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 169,091 $12.9M 0.02% +9,358 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 168,469 $12.8M 0.02% -10,767 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 166,709 $12.7M 0.82% +166,188 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 165,433 $12.6M 5.58% -10,704 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 157,316 $12M 0.19% +18,411 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 154,091 $11.7M 0.06% -49,858 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 154,055 $11.7M 8.71% +8,073 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 154,014 $11.7M 4.32% +8,057 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 162,382 $11.5M 1.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 147,074 $11.2M 0.09% +16,477 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 142,485 $10.8M 1.79% +4,325 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 141,579 $10.8M 0.12% +61,885 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 140,679 $10.7M 5.74% +4,387 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 138,065 $10.5M 0.23% +18,020 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 137,301 $10.4M 2.88% +2,698 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 137,000 $10.4M 1.8% +2,237 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 128,871 $9.8M 0.46% +17,896 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 125,983 $9.58M 0.46% -5,890 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 125,349 $9.53M 0.62% +17,405 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 124,468 $9.46M 3.79% +3,100 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 122,195 $9.29M 0.39% +7,388 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 117,174 $8.91M 1.24% -1,796 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 116,089 $8.8M 1.46% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 115,077 $8.75M 0.16% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 112,673 $8.57M 0.19% +3,144 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 122,400 $8.43M 1.15% 0 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 108,109 $8.22M 4.18% +10,207 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 105,969 $8.06M 1.56% +33,222 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 105,339 $8.01M +30,054 Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 104,357 $7.94M 5.29% -1,290 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 102,959 $7.83M 0.5% -182 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 102,202 $7.77M 3.99% +31 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 99,661 $7.76M 0.3% +82,219 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 101,168 $7.69M 3.51% 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 97,283 $7.4M 4.91% -1,545 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 95,259 $7.24M 0.17% -2,050 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 93,500 $7.11M 0.04% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 92,292 $7.05M 0.3% +1,242 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 91,489 $6.96M 3.85% +2,667 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 90,122 $6.85M 0.47% +1,117 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. 89,881 $6.83M 0.48% +12,131 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 89,159 $6.78M 2.11% +5,736 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 88,115 $6.7M 4.16% -6,056 13F-HR/A Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 86,735 $6.6M 3.04% +3,714 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 85,745 $6.52M 3.35% -49,538 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 83,881 $6.38M 0.44% +1,367 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 83,698 $6.36M 4.87% -7,245 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 83,460 $6.35M 3.72% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 81,397 $6.19M 0.16% -6,372 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 80,329 $6.11M 3.87% +7,668 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 80,262 $6.1M 3.78% +22,019 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 79,928 $6.08M 1.42% -7,382 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 78,525 $5.97M 0.27% +16,556 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 78,288 $5.95M 1.96% -113 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 75,639 $5.75M 0.2% +6,485 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 74,904 $5.7M 3.76% -247 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 73,275 $5.57M 0.08% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 72,847 $5.54M 0.03% +2,224 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 72,500 $5.51M 0.04% new 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 68,286 $5.19M 3.69% -10,569 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 63,731 $5.19M 2.51% -558 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 66,892 $5.09M 2.89% -1,129 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 66,068 $5.02M 0.59% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 64,776 $4.93M 0.05% -15,886 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 64,554 $4.91M 2.63% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 64,501 $4.9M 0.2% -560 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. 63,758 $4.85M 0.11% +21,214 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 61,543 $4.68M 0.68% -2,640 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 59,615 $4.53M 0.86% +10,750 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 58,446 $4.44M 0.57% -9,153 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 57,618 $4.38M 0.53% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 55,192 $4.2M 0.02% -104 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 55,180 $4.2M 0.01% -65,553 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,614 $4.15M 0.03% -3,429 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 51,802 $3.94M 0.02% +5,828 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 51,154 $3.89M 0.25% +49,926 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 51,047 $3.88M 2.16% +4,551 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 50,998 $3.88M 0.03% +27,790 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 50,996 $3.88M <0.01% +18,111 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 50,801 $3.86M 0.68% -969 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 49,324 $3.75M 1.95% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 48,275 $3.67M 1.45% -753 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 46,900 $3.57M <0.01% new 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 46,819 $3.56M 0.5% -9,580 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 44,252 $3.36M 1.62% +17,171 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 41,682 $3.17M <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40,686 $3.09M 0.37% +4,913 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 40,614 $3.09M 0.99% +3,042 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,340 $3.07M 0.02% -539 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 39,712 $3.02M 1.87% -440 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 39,277 $2.99M 1.67% +515 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 38,298 $2.91M 0.87% -4,437 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,372 $2.84M <0.01% -50 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,278 $2.83M 0.03% -4,488 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,574 $2.78M 0.02% -3,354 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 36,259 $2.76M 0.02% +11,282 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 36,160 $2.75M 1.52% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,021 $2.74M 0.01% -383 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 35,983 $2.74M <0.01% +2,335 13F-HR Timeline Group