BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 49,630,091 $4.15B 0.3% -2,851,761 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 25,073,469 $2.1B 0.04% +4,928,442 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 19,092,951 $1.6B 1.08% +1,537,353 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. 16,561,195 $1.38B 0.8% +4,609,301 13F-HR Timeline Group BANK OF KOREA More: the full row for BANK OF KOREA 14,003,997 $1.17B 28.31% +6,396,076 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,293,015 $1.11B 0.07% +1,212,679 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,142,459 $1.1B 0.25% +4,796,576 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,439,499 $1.04B 0.96% +292,761 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,304,420 $610M +214,291 Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 6,178,128 $516M 14.98% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,776,025 $483M +1,086,567 Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,641,447 $471M +2,164,489 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,562,808 $465M 0.3% +1,050,618 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,628,401 $375M 0.03% +195,541 13F-HR/A Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,064,751 $340M 3.81% +207,094 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,294,618 $275M 1.33% +3,273,002 13F-HR Timeline Group Bank of Finland More: the full row for Bank of Finland 3,254,031 $272M 19.9% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,109,957 $260M 0.28% +300,238 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,084,815 $258M 6.58% -14,841 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,053,125 $255M 2.33% +3,052,890 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,760,114 $231M 0.36% +568,237 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 $217M 4.55% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,019,870 $169M 0.05% +117,205 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,951,806 $163M +478,677 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,835,423 $153M 0.04% +350,761 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,714,721 $143M 0.29% +36,046 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,668,425 $139M 0.94% +37,628 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,624,893 $136M 5.95% +21,773 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,475,874 $123M +246,325 Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,298,019 $116M 4.46% -58,483 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,371,889 $115M 14.13% -29,119 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,290,231 $108M 0.69% +28,841 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,281,026 $107M 0.57% +1,155,230 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,166,486 $97.5M 0.06% +102,430 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,090,736 $91.2M 7.24% -8,506 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 937,195 $78.3M 0.09% +4,346 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 926,308 $77.4M 2.89% +116,925 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 898,464 $75.1M 0.01% +202,768 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 775,736 $64.8M 1.93% -2,335 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 762,690 $63.7M 3.82% +20,988 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 679,524 $56.8M 0.1% +13,071 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 661,077 $55.2M 0.01% +645,281 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 657,329 $54.9M 0.06% +35,422 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 653,949 $54.7M 0.01% +59,158 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 638,540 $53.4M 0.07% +32,286 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 628,470 $52.5M 8.5% -51,266 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 606,193 $50.7M 5.13% +33,589 13F-HR Timeline Group Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 606,060 $50.6M 12.87% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 601,586 $50.3M 8.88% -11,016 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 581,418 $48.6M -30,716 Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 564,751 $47.2M 9.01% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 558,240 $46.7M 4.69% +11,973 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 523,253 $45.9M 2.96% +84,337 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 489,301 $40.9M <0.01% +12,117 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 488,968 $40.9M 0.83% +8,822 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 454,100 $37.9M 9.2% -15,700 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 447,091 $37.4M 4.12% +16,357 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 440,960 $36.9M 4.69% +20,375 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 424,183 $35.4M 7.64% +22,300 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 419,077 $35M 10.74% +25,428 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 410,122 $34.3M 14.06% -9,540 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 404,723 $33.8M 0.05% -7,456 13F-HR Timeline Group Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 395,579 $33.1M 10.39% +83,203 13F-HR Timeline C V STARR & CO INC More: the full row for C V STARR & CO INC 378,787 $31.7M 16.51% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 371,900 $31.1M 0.08% +47,005 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 370,656 $31M 6.75% +23,190 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 366,623 $30.6M 0.49% +226,028 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 358,663 $30M 0.57% -20,374 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 342,034 $28.6M 3.49% +1,369 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 313,226 $27.4M 1.55% +13,510 13F-HR/A Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 301,018 $25.2M 1.91% +16,192 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 295,771 $24.7M 0.3% -11,042 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 286,655 $24M 0.13% -11,818 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 280,767 $23.5M +63,808 Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 279,919 $23.4M 0.39% +55,480 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 278,399 $23.3M 5.23% +26,080 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 277,303 $23.2M 8.72% +3,707 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 267,895 $22.4M 5.4% +24,173 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 267,257 $22.3M 8.41% +8,101 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 247,915 $22M 6.02% +6,739 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 258,999 $21.6M 1.12% +14,136 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 246,173 $20.6M 2.84% +7,371 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 244,628 $20.4M 4.07% +13,895 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 244,510 $20.4M 3.07% +13,613 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 242,742 $20.3M 16.18% +193,566 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 241,135 $20.2M 2.54% -1,898 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 240,714 $20.1M 0.32% new 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 236,624 $20.1M 0.34% -6,561 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 239,233 $20M 2.14% -348 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 236,229 $19.7M 0.78% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 225,035 $18.8M 3.68% +19,537 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 224,645 $18.8M 1.85% -12,521 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 221,516 $18.5M 2.26% +44,328 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 221,475 $18.5M 0.83% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 217,934 $18.2M 0.15% +159,471 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 217,366 $18.2M 0.02% +16,140 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 213,030 $17.8M 1.79% +5,624 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 206,710 $17.3M 0.19% +96,328 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 192,740 $16.1M 0.08% +5,067 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 191,163 $16M 4.44% +17,991 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 178,638 $15.9M 2.37% +22,466 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 187,376 $15.7M 0.13% -121,603 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 187,032 $15.6M 4.59% +16,568 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 185,524 $15.5M 16.84% -1,499 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 178,535 $14.9M 4.76% new 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 178,493 $14.9M 5.83% +1,174 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 175,248 $14.6M 9.78% -2,653 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 175,025 $14.6M 0.2% +10,719 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 167,203 $13.8M 0.09% +106,176 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 164,761 $13.8M 0.07% +99,201 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 163,466 $13.7M 0.76% +28,527 13F-HR/A Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 159,555 $13.3M 2.82% +101,628 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 158,079 $13.2M 6.53% +3,209 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 157,979 $13.2M 2% +4,008 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 157,141 $13.1M 0.07% +6,154 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 154,501 $12.9M 0.11% +54,288 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 153,687 $12.8M 4.61% +2,677 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 152,289 $12.7M 0.9% +17,449 13F-HR/A Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 147,898 $12.4M 1.41% -47,519 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 139,557 $12.3M 9.26% +8,845 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 147,235 $12.3M 0.53% +8,350 13F-HR Timeline Friday Financial More: the full row for Friday Financial 146,666 $12.3M 4.22% +1,462 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 139,473 $11.7M 1.61% -572,484 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 138,005 $11.5M 0.05% -880 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 137,539 $11.5M 3.92% +16,952 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 132,338 $11.1M 0.2% -4,705 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 132,269 $11.1M 6.91% -16,127 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 129,669 $10.8M 0.08% -1,210 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 129,193 $10.8M 1.44% -6,651 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 128,377 $10.7M 1.83% +10,247 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 127,711 $10.7M 1.14% +8,354 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 123,615 $10.3M 12.22% +1,913 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 122,277 $10.2M 5.38% +4,876 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 121,474 $10.2M 0.01% +83,341 13F-HR Timeline Group Financial Management, Inc. More: the full row for Financial Management, Inc. 119,870 $10M 9.41% +3,153 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 119,419 $9.98M 0.38% +4,083 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 119,062 $9.95M 0.48% +5,209 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 116,384 $9.73M 2.5% +15,002 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 115,313 $9.64M 1% +76,189 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 112,814 $9.52M 0.02% -66,207 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 113,746 $9.51M 3.03% +107,815 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 112,561 $9.41M 0.58% -5,140 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 111,400 $9.31M 0.39% -1,548 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 110,966 $9.27M 0.38% +10,674 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 110,712 $9.25M 0.26% +7,986 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 109,107 $9.12M 3.87% -823 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 107,759 $9.01M 0.35% -2,594 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 103,493 $8.65M 0.16% +13,917 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 102,547 $8.57M 0.49% -1,432 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 101,566 $8.49M 0.2% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 99,681 $8.33M 4.3% +4,206 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 98,737 $8.25M 3.58% -1,055 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 93,710 $8.24M 0.27% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 98,250 $8.21M 1.07% -16,798 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 96,045 $8.03M 1.49% +65,264 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 95,511 $7.98M 3.07% +4,521 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 92,806 $7.76M 0.41% -8,265 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 91,986 $7.69M 4.08% +128 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 90,558 $7.57M 0.14% -6,464 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 90,359 $7.55M 4.33% +4,086 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 88,353 $7.38M 0.29% +70,216 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 88,315 $7.38M 0.47% -2,929 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 86,315 $7.21M 3.29% -958 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 86,123 $7.2M <0.01% +23,179 13F-HR Timeline Group PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 86,068 $7.19M 5.39% +14,017 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 85,745 $7.17M 2.94% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 85,465 $7.14M 3.99% -1,131 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 84,580 $7.07M 0.03% -8,920 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 83,039 $6.94M 4.67% +873 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 82,119 $6.86M 0.11% -9,632 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 81,373 $6.8M 1.08% +7,168 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 81,044 $6.77M 1.43% -151 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 80,895 $6.76M 1.31% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 80,891 $6.76M 2.75% +2,188 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 80,592 $6.74M 0.21% -706 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 80,110 $6.69M 4.04% +1,252 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. 80,104 $6.69M 0.49% -5,073 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 79,723 $6.66M 2.48% +30,630 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 78,837 $6.59M <0.01% +70,690 13F-HR Timeline Group LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 77,767 $6.5M 6.08% +1,000 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 76,404 $6.39M 1.91% -323 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 75,228 $6.29M 2.69% +1,490 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 74,339 $6.21M 0.14% +54,747 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 73,271 $6.12M 0.08% +40 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 71,061 $5.94M 0.2% +30 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 68,668 $5.74M 3.35% -5,462 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 67,812 $5.67M 0.55% -2,125 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 67,590 $5.65M 2.65% +5,395 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,088 $5.61M 0.02% +5,297 13F-HR/A Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 66,063 $5.52M 3.48% +2,034 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 64,678 $5.41M 0.06% new 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 64,385 $5.38M 2.57% -122 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 62,977 $5.26M 3.86% +12,658 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 61,719 $5.16M 0.12% -2,977 13F-HR Timeline Group Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 61,138 $5.11M 2.81% -1,783 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 59,428 $4.97M 0.18% -2,427 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 58,877 $4.92M 0.34% +6,697 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 58,569 $4.89M 3.62% +120 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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