BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 50,138,292 $4.02B 0.3% +834,858 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 20,818,169 $1.67B 0.03% +887,271 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 17,808,671 $1.43B 1.09% -174,288 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,627,216 $932M 1% +573,589 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,111,563 $891M 0.05% +378,466 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,210,842 $819M 0.5% +3,352,582 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,318,677 $590M +1,104,245 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,361,205 $588M 0.14% +508,997 13F-HR Timeline Group Bank of Finland More: the full row for Bank of Finland 6,069,143 $487M 29.78% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,444,924 $356M 0.25% +122,389 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,358,364 $349M 4.59% -476,502 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,309,337 $345M +215,420 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,807,818 $305M 0.02% -49,164 13F-HR/A Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,222,057 $258M 23.22% +71,377 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,101,106 $249M 6.74% -27,278 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,532,764 $203M 0.24% +760,481 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 $193M 4.99% 0 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,071,165 $166M 0.25% -15,275 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 1,905,433 $153M 0.03% -61,360 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,789,542 $143M 0.05% -74,162 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,770,943 $142M 0.23% +1,278,836 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,636,433 $131M 0.28% +43,055 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,553,140 $125M 7.63% +36,647 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,481,784 $119M 7.03% +62,063 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,430,123 $115M 0.02% -86,018 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,395,610 $112M 14.33% -902 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,343,457 $108M 0.78% +163,326 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,281,451 $103M 4.44% +13,146 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,280,246 $103M 2.17% +21,422 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,234,742 $99M +38,416 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,221,316 $97.9M 0.03% +138,903 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,214,088 $97.3M 7.24% +26,366 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,104,465 $88.5M 6.48% -49,691 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 939,478 $75.3M 0.05% +168,610 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 874,194 $70.1M 0.09% +15,717 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 783,503 $62.8M 0.57% +4,581 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 761,211 $61M 6.42% +37,361 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 753,231 $60.4M 1.9% -6,050 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 729,000 $58.4M 2.16% +32,400 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 705,910 $56.6M 3.61% -4,702 13F-HR/A Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 705,852 $56.6M 8.49% +3,167 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 659,748 $52.9M 0.01% -190,005 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 644,003 $51.6M 0.11% -95,879 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 637,225 $51.1M 8.56% +38,598 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 633,666 $50.8M 8.93% +8,173 13F-HR Timeline Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 606,060 $48.6M 15.87% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 581,513 $46.6M -20,340 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 577,682 $46.3M 0.05% +36,568 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 569,697 $45.7M 0.06% +14,186 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 553,148 $44.3M 0.01% +45,182 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 502,683 $40.3M 4.12% -5,699 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 497,760 $39.6M 0.06% +36,132 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 486,400 $39M 8.81% -89,400 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 481,687 $38.6M 0.82% +8,251 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 452,812 $36.3M 0.1% +22,026 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 420,585 $33.7M 4.41% +97,300 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 414,108 $33.2M 4.12% +10,764 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 405,189 $32.5M 14.71% +14,697 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 396,558 $31.8M 0.47% -63,535 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 391,258 $31.4M 7.24% +44,047 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 388,081 $31.1M 9.82% +17,097 13F-HR Timeline C V STARR & CO INC More: the full row for C V STARR & CO INC 378,787 $30.4M 14.02% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 347,007 $27.8M 3.46% +31,662 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 343,822 $27.6M 8.7% +55,503 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 320,400 $25.7M 3.16% +198,000 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 316,587 $25.4M 1.71% +38,948 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 310,994 $24.9M 0.34% -1,398 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 302,410 $24.2M 0.15% -2,857 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 299,894 $24M 0.02% +262,522 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 292,593 $23.5M 1.6% -12,370 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 274,429 $22M 0.79% -1,228,622 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 273,556 $21.9M 1.92% +2,302 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 262,394 $21M 8.49% +13,308 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 260,460 $20.9M 5.11% +10,089 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 246,835 $19.9M 8.38% +31,180 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 247,466 $19.8M 2.45% -2,350 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 245,934 $19.7M 2.24% -22,457 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 239,586 $19.2M 5.99% -3,724 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 234,864 $18.8M 5.1% +19,555 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 234,146 $18.8M 1.87% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 228,358 $18.3M 0.36% +25,355 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 225,736 $18.1M 1.02% +59,027 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 224,323 $18M 2.55% +16,531 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 214,392 $17.2M 3.95% +19,866 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 205,529 $16.5M 0.44% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 203,902 $16.3M 1.72% +4,816 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 200,968 $16.1M 0.02% +31,877 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 195,965 $15.8M 4.74% -24,082 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 195,576 $15.7M 1.82% -3,575 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 194,484 $15.6M 2.57% +2,031 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 194,022 $15.5M 0.1% -19,671 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 190,896 $15.3M 3.32% +14,359 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 178,920 $14.5M 0.02% +10,451 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 178,732 $14.3M 5.96% +13,299 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 171,592 $13.8M 0.11% -22,697 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 169,516 $13.6M 4.02% -2,745 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 167,545 $13.4M 9.14% +13,490 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 163,946 $13.1M 0.45% +151,739 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 163,021 $13.1M 4.26% +9,007 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 160,055 $12.8M 0.18% +2,739 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 148,214 $11.9M 6.18% +7,535 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 148,033 $11.9M 7.48% +43,676 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 147,314 $11.8M 0.07% +240 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 145,882 $11.7M 3.13% +8,581 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 143,817 $11.5M 1.85% +6,817 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 Allworth Financial LP More: the full row for Allworth Financial LP 142,674 $11.4M 0.05% -11,417 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 140,373 $11.4M 1.7% -2,112 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 138,638 $11.1M 0.22% +573 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 133,767 $10.7M 0.46% +4,896 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 133,210 $10.7M 0.1% -8,369 13F-HR/A Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 123,221 $9.88M 3.7% -1,247 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 122,830 $9.85M 0.2% +10,157 13F-HR Timeline Friday Financial More: the full row for Friday Financial 122,461 $9.82M 4.11% +14,352 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 122,424 $9.81M 1.26% +5,250 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 121,186 $9.76M 1.53% +5,097 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 120,490 $9.66M +15,151 Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 120,021 $9.62M 0.58% -5,328 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 114,219 $9.16M 0.41% -11,764 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 113,268 $9.08M 1.36% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 111,626 $8.95M 0.15% +102,166 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 110,110 $8.83M 1.6% +4,141 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 108,245 $8.68M 0.5% -13,950 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 106,389 $8.53M 0.16% -76,907 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 104,001 $8.34M 0.39% -75,469 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $8.16M 3.56% -101,168 13F-HR Timeline Amount filed as zero, left out of ratios. Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 101,087 $8.1M 0.47% -1,872 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 99,841 $8M 3.91% -2,361 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 96,325 $7.72M 0.16% +1,066 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 95,532 $7.66M 4.51% -1,751 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 93,500 $7.5M 0.04% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 92,352 $7.48M 0.28% +60 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 90,044 $7.22M 0.47% -78 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 89,944 $7.21M 2.03% +785 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 89,862 $7.2M 3.64% -1,627 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 88,880 $7.13M 3.04% +2,145 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 88,349 $7.08M 0.12% -26,728 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 87,923 $7.05M 3.95% -192 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 85,745 $6.87M 3.14% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 85,240 $6.83M 0.06% +34,242 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. 85,243 $6.83M 0.46% -4,638 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 84,693 $6.79M 0.29% +6,168 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 84,535 $6.78M 0.47% +654 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 84,533 $6.78M 3.71% +4,204 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 84,214 $6.75M 4.6% +516 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. 84,131 $6.74M 0.14% +20,373 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 81,438 $6.53M 3.5% -2,022 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 80,179 $6.43M 1.41% +251 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 79,899 $6.41M 0.21% +4,260 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 79,851 $6.4M 3.61% +4,947 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 78,256 $6.27M 1.92% -32 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 75,957 $6.09M 2.69% +12,226 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 74,360 $5.96M 3.52% -5,902 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 73,231 $5.87M 0.08% -44 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 68,807 $5.56M -30,854 Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 68,179 $5.47M 0.99% +8,564 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 68,030 $5.45M 2.42% +3,476 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 67,272 $5.39M 3.92% -1,014 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 67,111 $5.38M 0.56% +1,043 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 66,614 $5.34M 2.74% -278 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 65,465 $5.25M 0.13% -15,932 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 63,083 $5.06M 0.03% +8,469 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 61,487 $4.93M 0.19% -3,014 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 61,421 $4.92M 0.04% -3,355 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 60,830 $4.88M 0.63% -713 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 60,367 $4.84M 0.04% +23,089 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 58,794 $4.71M <0.01% +22,811 13F-HR Timeline Group Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 57,118 $4.58M 2.46% +6,071 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 56,602 $4.54M 0.52% -1,016 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 56,206 $4.51M 0.57% -2,240 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,660 $4.46M 0.02% +3,858 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 55,572 $4.46M 0.02% +380 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 55,242 $4.43M <0.01% +4,246 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 54,779 $4.39M 0.01% -401 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 50,700 $4.06M 2.24% +17,025 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 50,081 $4.01M 0.65% -720 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 49,324 $3.95M 1.89% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 48,931 $3.92M 0.22% +38,227 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 48,853 $3.92M 0.26% +12,928 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 48,220 $3.87M 1.43% -55 13F-HR/A Timeline Strid Group, LLC More: the full row for Strid Group, LLC 46,819 $3.75M 0.48% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45,031 $3.61M 0.21% -6,123 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 43,903 $3.52M 1.33% +4,626 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43,259 $3.47M 0.09% +7,726 13F-HR/A Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 42,813 $3.43M 0.89% +2,199 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 42,601 $3.42M 1.54% -1,651 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40,591 $3.25M 0.37% -95 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,404 $3.24M 0.02% +64 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 39,986 $3.21M 1.86% +274 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 38,744 $3.11M 0.7% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,688 $3.1M <0.01% +10,682 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 38,559 $3.09M 0.01% +10,387 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,318 $2.99M 0.02% +1,059 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 36,160 $2.9M 1.45% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 36,098 $2.89M 0.01% +564 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,467 $2.84M 0.02% -1,107 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 35,402 $2.84M 0.73% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 34,828 $2.79M 1.47% +2,150 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,542 $2.77M <0.01% +1,584 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 34,334 $2.75M 0.34% +1,343 13F-HR/A Timeline Group