BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 52,481,852 $4.33B 0.31% +2,343,560 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 20,145,027 $1.66B 0.03% -673,142 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 17,555,598 $1.45B 1.04% -253,073 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,146,738 $1B 0.99% +519,522 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,080,336 $996M 0.06% +968,773 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. 11,951,894 $986M 0.54% +1,741,052 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,345,883 $685M 0.15% +984,678 13F-HR Timeline Group BANK OF KOREA More: the full row for BANK OF KOREA 7,607,921 $628M 27.48% 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,090,129 $585M -228,548 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,689,458 $387M +380,121 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,512,190 $372M 0.25% +67,266 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,432,860 $366M 0.02% +625,042 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,857,657 $318M 4.03% -500,707 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,476,958 $287M 0.42% +1,706,015 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,278,313 $270M 22.57% +56,256 13F-HR Timeline Bank of Finland More: the full row for Bank of Finland 3,254,031 $268M 18.64% -2,815,112 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,099,656 $256M 6.61% -1,450 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,809,719 $232M 0.25% +276,955 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,598,000 $214M 4.5% +186,000 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,191,877 $181M 0.28% +120,712 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,902,665 $157M 0.05% +113,123 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,678,675 $138M 0.28% +42,242 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,630,797 $135M 0.94% +287,340 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,603,120 $132M 7.31% +49,980 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,493,767 $123M 7.04% +11,983 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,484,662 $122M 0.03% +263,346 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,473,129 $122M +43,006 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,401,008 $116M 14.49% +5,398 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,356,502 $114M 4.6% +75,051 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,304,921 $108M 1.92% +24,675 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,261,390 $104M 1.77% new 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,229,549 $101M -5,193 Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,195,549 $98.6M 7.22% -18,539 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,099,242 $90.7M 6.87% -5,223 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,064,056 $87.8M 0.06% +124,578 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 932,849 $76.9M 0.09% +58,655 13F-HR Timeline Group Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 809,383 $66.8M 2.38% +80,383 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 778,071 $64.2M 1.94% +24,840 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 741,702 $61.2M 3.72% +35,792 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 711,957 $58.7M 8.52% +6,105 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 695,696 $57.4M 0.01% +35,948 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 679,736 $56.1M 9.12% +42,511 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 666,453 $55M 0.1% +22,450 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 621,907 $51.3M 0.06% +44,225 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 612,602 $50.5M 8.87% -21,064 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 612,134 $50.5M +30,621 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 606,254 $50M 0.07% +36,557 13F-HR Timeline Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 606,060 $50M 14.2% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 594,791 $49.1M 0.01% +41,643 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 572,604 $47.2M 5.3% -188,607 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 546,267 $45.1M 4.49% +43,584 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 480,146 $39.6M 0.8% -1,541 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 477,184 $39.4M <0.01% +421,942 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 469,800 $38.7M 8.85% -16,600 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 438,916 $36.2M 2.47% +122,329 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 430,734 $35.5M 4.14% +16,626 13F-HR/A Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 420,585 $34.7M 4.54% 0 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 419,662 $34.6M 14.6% +14,473 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 412,179 $34M 0.05% -85,581 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 401,883 $33.1M 7.26% +10,625 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 393,649 $32.5M 9.96% +5,568 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 379,037 $31.3M 0.51% -17,521 13F-HR Timeline C V STARR & CO INC More: the full row for C V STARR & CO INC 378,787 $31.2M 17.17% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 347,466 $28.7M 6.58% +87,006 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 340,665 $28.1M 3.37% -6,342 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 324,895 $26.8M 0.07% -127,917 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 320,400 $26.4M 2.3% 0 13F-HR Timeline Group Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 312,376 $25.8M 8.58% -31,446 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 308,979 $25.5M 0.19% +137,387 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 306,813 $25.3M 0.33% -4,181 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 299,716 $24.7M 1.46% +7,123 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 298,473 $24.6M 0.14% -3,937 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 284,826 $23.5M 1.88% +11,270 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 273,596 $22.6M 8.64% +11,202 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 259,156 $21.4M 8.25% +12,321 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 252,319 $20.8M 4.87% +17,455 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 244,863 $20.2M 1.08% +19,127 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 243,722 $20.1M 5.15% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 243,185 $20.1M 0.37% +14,827 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 243,033 $20M 2.42% -4,433 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 241,176 $19.9M 5.96% +1,590 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 239,581 $19.8M 2.16% -6,353 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 238,802 $19.7M 2.7% +14,479 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 237,166 $19.6M 1.91% +3,020 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 236,229 $19.5M 0.74% +30,700 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 230,897 $19M 3% +36,413 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 230,733 $19M 4% +16,341 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 224,439 $18.5M 0.31% +112,813 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 216,959 $17.9M +96,469 Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 207,406 $17.1M 1.73% +3,504 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 205,498 $16.9M 3.44% +14,602 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 201,226 $16.6M 0.02% +258 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 195,417 $16.1M 2.08% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 187,673 $15.5M 0.08% -6,349 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 187,023 $15.4M 16.85% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 179,021 $15.1M 0.02% +101 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 177,901 $14.7M 9.89% +10,356 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 177,319 $14.6M 5.82% -1,413 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 177,188 $14.6M 1.77% -18,388 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 173,172 $14.3M 4.32% +10,151 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 170,464 $14.1M 4.13% +948 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 164,306 $13.6M 0.18% +4,251 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 156,172 $13.3M 2.02% +34,986 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 160,127 $13.2M 0.45% -3,819 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 151,010 $13.1M 4.57% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 154,870 $12.8M 6.34% +6,656 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 153,971 $12.7M 1.93% +10,154 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150,987 $12.5M 0.07% +3,673 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 148,396 $12.2M 7.64% +363 13F-HR Timeline Friday Financial More: the full row for Friday Financial 145,204 $12M 4.22% +22,743 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 140,595 $11.6M 0.19% +17,765 13F-HR/A 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 Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 138,885 $11.5M 0.48% +5,118 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 138,885 $11.5M 0.05% -3,789 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 137,043 $11.3M 0.21% -1,595 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 135,844 $11.2M 1.49% -4,529 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 134,939 $11.1M 0.62% +86,008 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 134,840 $11.1M 0.84% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 133,934 $11M 3.01% -11,948 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 130,879 $10.8M 0.09% -2,331 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 130,712 $10.8M 8.75% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 125,796 $10.4M 0.07% +65,429 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 121,702 $10M 11.26% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 120,587 $9.95M 3.58% -2,634 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 119,357 $9.84M 1.44% +6,089 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 118,130 $9.74M 1.72% +8,020 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 117,701 $9.71M 0.57% -2,320 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 117,401 $9.68M 4.95% 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 116,717 $9.63M 9.14% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 115,336 $9.51M 0.35% +11,335 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 115,048 $9.49M 1.23% -7,376 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 113,853 $9.39M 0.62% +29,318 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 112,948 $9.32M 0.4% -1,271 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 110,382 $9.1M 0.12% +3,993 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 110,353 $9.1M 0.34% +106,155 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 109,930 $9.07M 4.12% +10,089 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 103,979 $8.58M 0.51% -4,266 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 102,726 $8.47M 0.24% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 101,382 $8.36M 2.2% +11,438 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 101,071 $8.34M 0.46% -16 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 100,292 $8.27M 0.34% +15,599 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100,213 $8.27M 0.07% +14,973 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 99,792 $8.23M 3.52% +99,792 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 95,475 $8.14M 4.17% +7,552 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 97,022 $8M 0.14% +697 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 93,710 $7.88M 0.27% +1,358 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 93,500 $7.71M 0.04% 0 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 91,858 $7.58M 4.25% -3,674 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 91,751 $7.57M 0.13% +3,402 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 91,244 $7.53M 0.48% +1,200 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 90,990 $7.5M 3.02% +2,110 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. 89,576 $7.39M 0.14% +5,445 13F-HR Timeline Group Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 87,273 $7.2M 3.41% -2,589 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 86,596 $7.14M 3.81% +5,158 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 86,273 $7.12M 3.71% +1,740 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 85,745 $7.07M 2.84% 0 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. 85,177 $7.03M 0.52% -66 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 82,166 $6.78M 4.62% -2,048 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 81,298 $6.71M 0.21% +1,399 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 81,195 $6.7M 1.41% +1,016 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 78,858 $6.5M 3.57% -993 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 78,703 $6.49M 2.7% +2,746 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 76,767 $6.33M 6.02% 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 76,727 $6.33M 1.88% -1,529 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 74,205 $6.12M 1.13% +6,026 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 74,130 $6.11M 3.55% -230 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 73,738 $6.08M 2.5% +5,708 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 73,231 $6.04M 0.08% 0 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 72,051 $5.94M 4.77% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 71,650 $5.91M 0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 71,031 $5.86M 0.2% +69,991 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 69,937 $5.77M 0.58% +2,826 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 65,560 $5.41M 0.03% +2,477 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 64,696 $5.34M 0.13% -769 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 64,507 $5.32M 2.63% -2,107 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 64,029 $5.28M 3.61% -3,243 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 62,944 $5.19M <0.01% +4,150 13F-HR Timeline Group Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 62,921 $5.19M 2.65% +5,803 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 62,195 $5.13M 2.57% +11,495 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 61,855 $5.1M 0.19% +368 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61,791 $5.1M 0.02% +6,131 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Probity Advisors, Inc. 49,415 $4.08M 0.65% -666 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 49,324 $4.07M 1.81% 0 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 49,176 $4.06M 3.36% 13F-HR Timeline