Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 147,045,481 $14B 4.76% +12,212,510 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 35,047,712 $3.34B 0.18% +263,637 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,721,614 $3.31B 0.22% +531,746 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,900,079 $2.19B 0.16% +9,414,689 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,510,559 $1.76B 0.41% +3,426,784 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,030,992 $1.43B +2,083,589 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,781,391 $1.22B 0.07% -4,258,280 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. 8,428,734 $804M 0.46% -58,376 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,801,357 $649M 0.2% +596,643 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,475,952 $618M 7.07% +354,797 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,958,061 $569M 0.15% +787,841 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,365,982 $512M 0.9% -415,018 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,850,856 $463M 0.29% +242,080 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,424,785 $422M 0.18% -1,248,592 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,210,590 $402M +37,792 Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,673,879 $351M 10.17% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,641,326 $348M 0.01% +1,339,955 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,431,225 $327M 0.23% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,388,286 $323M 0.06% +2,421,315 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,163,775 $302M 0.91% -217,683 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,045,245 $291M 0.06% -300,750 13F-HR/A Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 2,873,178 $274M -158,908 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,724,472 $260M 0.41% +29,587 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,565,318 $247M 0.08% +598,446 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,169,821 $207M 4.44% +60,484 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,913,814 $183M 0.25% +183,558 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 1,897,311 $181M 2.99% +180,454 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,810,803 $173M 17.28% -133,511 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 1,771,690 $169M 37.9% -34,321 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,538,763 $147M 0.13% +116,614 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,415,268 $135M 0.14% +275,814 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,336,059 $128M 0.26% +328,290 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,317,423 $126M -41,679 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,288,790 $123M 0.3% +174,811 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,268,847 $121M 4.02% +35,547 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,218,901 $116M 0.26% -465,558 13F-HR Timeline Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 1,182,507 $113M 9.03% +923,748 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 1,111,936 $106M +304,917 Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,110,125 $106M 1.64% +1,099,911 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,092,414 $104M 0.01% +417,818 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,070,158 $102M 6.87% +71,608 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,002,923 $95.7M 0.25% +247,336 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 990,423 $94.5M 1.16% -993,535 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 959,941 $91.6M 0.9% +190,400 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 925,015 $88.3M 35.62% +36,996 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 894,281 $85.4M 4.13% +79,030 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 855,197 $81.6M 1.66% +22,348 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 798,912 $76.2M 4.12% +69,634 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 779,648 $74.4M 1.8% +22,570 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 764,661 $73M 10.55% +72,842 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 763,695 $72.9M 1.06% +133,350 13F-HR Timeline Group Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 762,422 $72.8M 18.42% -23,379 13F-HR Timeline CenturyLink Investment Management Co More: the full row for CenturyLink Investment Management Co 746,500 $71.2M 40.74% new 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 704,626 $67.2M 0.12% -274,568 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 652,522 $62.3M 0.17% +100,346 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 627,232 $59.9M 0.34% +40,312 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 609,268 $58.1M 3.48% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 601,226 $57.4M 7.2% +2,951 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 550,348 $52.5M 11.44% +132,107 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 544,561 $52M 1.96% +44,369 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 534,295 $51M 0.05% +233,238 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 528,262 $50.4M 1.95% +19,992 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 524,082 $50M 0.81% +115,889 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 509,552 $48.6M 8.26% +28,073 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 497,065 $47.4M 8.46% +4,927 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 489,306 $46.7M 7.99% +32,110 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 468,039 $44.7M 14.28% +29,047 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 464,602 $44.3M 3.22% +46,650 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 451,933 $43.1M 0.12% -17,009 13F-HR/A Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 442,134 $42M 7.4% +23,436 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 440,202 $42M 12.05% +9,333 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 435,501 $41.6M +31,177 Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 428,240 $40.9M 7.5% +6,677 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 426,317 $40.7M 0.2% +49,049 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 422,495 $40.3M 0.06% -395,136 13F-HR Timeline Group Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 412,988 $39.4M 13.9% +7,510 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 408,485 $39M 0.05% +71,018 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 399,797 $38.2M 0.02% -282,489 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 383,634 $36.6M 1.31% +13,193 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 369,077 $35.2M 0.13% -8,955 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 354,092 $33.8M 0.7% +87,165 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 353,112 $33.7M 2.71% +9,232 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 346,576 $33.1M 0.01% +72,491 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 346,492 $33.1M 1.95% +286,405 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 345,937 $33M 0.02% -486,432 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 344,363 $32.9M 4.37% +9,453 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 337,380 $32.2M 0.26% +148,319 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 328,296 $31.3M 9.13% +44,085 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 326,445 $31.2M +115,740 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 325,298 $31M 0.05% +65,491 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 317,312 $30.3M 0.04% -1,860,315 13F-HR Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 314,918 $30.1M 5.82% +14,092 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 306,692 $29.3M 0.12% -141,298 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 305,140 $29.1M 5.64% +12,678 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 299,377 $28.5M 4.34% +11,382 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 294,845 $28M 0.26% -19,807 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 293,058 $28M 9.74% +1,010 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 292,002 $27.9M 0.38% -76,022 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 289,749 $27.7M 1.85% +32,380 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 288,213 $27.5M 0.44% -371,648 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 274,672 $26.2M 0.03% +10,834 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 270,840 $25.8M 0.02% +174,666 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 265,896 $25.4M 0.25% -8,541 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 264,156 $25.2M 0.02% +16,165 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 261,978 $25M 0.04% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 259,245 $24.7M 3.75% +10,855 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 256,904 $24.5M 7.98% -3,962 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 255,658 $24.4M 2.42% +239,370 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 254,807 $24.3M 3.89% -4,871 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 253,712 $24.2M 0.26% +30,453 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 252,066 $24.1M 0.37% -126,578 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 249,260 $23.8M 4.17% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 244,718 $23.4M 0.13% +161,962 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 239,754 $22.9M 1.33% -18,466 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 236,869 $22.6M 0.02% -5,830 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 232,095 $22.2M 9.3% +222 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 227,204 $21.7M 1.93% +111,014 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 226,426 $21.6M 0.5% +3,448 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 222,892 $21.3M 13.09% +9,908 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 208,041 $19.9M 3.36% +1,178 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 207,870 $19.8M 4.38% -31,881 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 207,357 $19.8M 15.62% +12,932 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 205,432 $19.6M 4.33% +45,938 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 205,401 $19.6M 5.88% +5,766 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 202,713 $19.3M 0.1% +95,714 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 201,989 $19.3M 0.31% +26,041 13F-HR/A Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 198,823 $19M 0.54% -32,973 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 198,604 $19M 4.23% +2,525 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 196,862 $18.8M 1.42% +21,724 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 196,525 $18.8M 1.07% -455,682 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 195,223 $18.6M 1.2% +1,143 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 194,114 $18.5M 0.18% -4,876 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 193,841 $18.5M 6.19% -75,984 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 193,523 $18.5M 0.28% +3,628 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 193,448 $18.5M 0.14% -39,994 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 192,393 $18.4M 9.81% +190,196 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 192,296 $18.4M 0.01% -672,288 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 192,319 $18.3M 0.31% +23,982 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 191,257 $18.3M 7.08% +2,620 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 190,662 $18.2M 0.17% +17,822 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 188,771 $18M 1.92% -979 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 188,165 $18M 5.61% +6,460 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 186,886 $17.8M 2.43% +27,900 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 186,306 $17.8M 0.2% +89,932 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 186,072 $17.8M 0.45% +14,420 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 185,516 $17.7M 5.33% +152,822 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 183,911 $17.6M 0.09% +47,189 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 182,802 $17.4M 0.01% +75,254 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 182,434 $17.4M 4.1% +4,568 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 181,439 $17.3M 0.21% new 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 178,040 $17M 4.7% +13,222 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 177,179 $16.9M 0.13% +56,657 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 176,858 $16.9M 0.2% +53,773 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 176,531 $16.8M 0.19% -18,654 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 173,860 $16.6M 0.04% +2,587 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 172,372 $16.6M 0.11% +33,238 13F-HR Timeline Group WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 172,835 $16.5M 12.93% +6,973 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 172,554 $16.5M 2.29% +29,566 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 171,593 $16.4M 0.2% +109,937 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 169,189 $16.1M 0.2% +5,175 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 168,547 $16.1M 0.04% 0 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 167,998 $16M 0.03% +16,186 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 166,309 $15.9M 10.83% +22,988 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 164,895 $15.7M 0.27% -9,159 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 162,940 $15.6M 0.02% +92,740 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 161,754 $15.4M 2.83% +22,017 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 160,187 $15.3M 1.79% -62,136 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 158,623 $15.1M 1.16% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 156,807 $15M 0.08% +74,906 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 154,918 $14.8M 0.02% +4,486 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 153,851 $14.7M 9.37% -12,578 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 153,643 $14.7M 0.02% -189,241 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 153,619 $14.7M 5.51% new 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 153,587 $14.7M 2.13% -2,973 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 152,209 $14.5M 7.81% +7,336 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 151,885 $14.5M 2.13% +40,731 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 151,802 $14.5M 0.11% +18,798 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 150,126 $14.2M 0.01% +21,398 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 146,030 $13.9M 0.22% +2,311 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 145,942 $13.9M 0.29% +8,702 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 144,525 $13.8M 0.02% +1,359 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 142,748 $13.6M 13.17% +96,991 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 140,101 $13.4M 11.33% +17,189 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 140,058 $13.4M +29,466 Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 138,989 $13.3M 0.98% +22,767 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 138,936 $13.3M 0.53% +12,641 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 136,448 $13M 1.49% +6,055 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 136,422 $13M 4.25% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 133,571 $12.7M 3.1% +10,097 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 131,364 $12.5M 3.12% +8,427 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. 131,050 $12.5M 0.23% -1,132 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 129,589 $12.4M 0.1% +35,685 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 129,169 $12.3M 2.32% new 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 128,668 $12.3M 10.61% -997 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 156,632 $12.1M 0.02% +36,539 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 125,131 $11.9M 3.41% -55,393 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 124,605 $11.9M 3.05% +6,000 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 124,295 $11.9M 2.09% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 123,468 $11.8M 0.15% +592 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 123,343 $11.8M 4.33% +534 13F-HR Timeline