BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,022,375 $678M 0.04% +1,443,247 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,002,980 $677M -1,233,159 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,762,775 $655M 0.04% -389,028 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,870,602 $441M 0.12% +1,224,777 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4,841,845 $364M 8.11% +998,016 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,111,786 $309M 0.6% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,619,965 $272M 0.87% +70,806 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,044,648 $229M 0.01% +38,719 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,550,620 $192M 0.33% +169,900 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,543,078 $191M 0.23% +387,123 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,327,496 $175M 0.04% -539,763 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,914,453 $144M 0.08% +413,205 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,299,788 $97.7M 0.1% +1,156,605 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,265,815 $95.2M 0.02% +36,285 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,206,942 $90.7M 0.17% -7,155 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,117,770 $84M 0.07% +68,428 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,017,711 $76.5M 2.75% -101,905 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 982,923 $73.9M 0.64% -9,689 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 870,210 $65.4M +22,300 Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 822,766 $61.8M 18.11% +15,571 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 819,522 $61.6M 0.06% -120,669 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 757,843 $57M 0.12% -325,736 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 742,154 $55.8M 0.11% +61,776 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 621,869 $46.7M 1.8% -9,371 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 605,366 $45.5M 0.01% -89,590 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 541,317 $40.7M 3.51% -6,232 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 507,004 $38.1M 0.35% -13,679 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 500,648 $37.6M 0.85% +97,422 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 491,247 $36.9M 3.27% -115,000 13F-HR/A Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 481,757 $36.2M 4.35% -30,482 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 481,445 $36.2M 1.04% -11,092 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 458,107 $34.4M 0.01% -9,447 13F-HR Timeline Group ES4, LLC More: the full row for ES4, LLC 366,091 $27.5M 14.45% +7,413 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 348,812 $26.2M 1.05% -4,216 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 338,041 $25.3M 0.07% -98,870 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 276,032 $20.7M 0.2% +6,151 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 265,639 $20M 7.17% -3,196 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 262,598 $19.7M 0.88% -964 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 243,039 $18.3M 0.11% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 231,034 $17.4M 0.21% -2,930 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 229,242 $17.2M 0.27% +11,846 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 225,394 $16.9M 0.02% +4,974 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 221,073 $16.6M 0.72% +1,626 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 209,997 $15.8M 1% +179,522 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 204,382 $15.4M 0.01% -3,887 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200,660 $15.1M 0.01% -99,002 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 197,699 $14.9M 0.08% +183,069 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 186,301 $14M 0.06% +36,084 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 185,590 $13.9M 0.08% -413 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 180,825 $13.6M 0.02% -11,224 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 175,982 $13.2M 1.15% +22,384 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 171,670 $12.9M 0.8% +37,895 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 170,256 $12.8M <0.01% -45,989 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 180,530 $12.7M <0.01% -22,758 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 166,001 $12.5M 0.01% +17,883 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 160,306 $12.1M 0.02% +15,986 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 158,775 $11.9M 0.01% -1,446 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 149,589 $11.2M 3.94% -2,278 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 147,419 $11.1M <0.01% -8,496 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 140,400 $10.6M 0.02% +7,596 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 139,408 $10.5M <0.01% -32,730 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 139,284 $10.5M 0.02% -73,859 13F-HR Timeline Group LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 137,048 $10.3M 1.47% +71,322 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 134,183 $10.1M 2.04% -518 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 128,564 $9.66M 0.05% +33,833 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 127,792 $9.61M 0.56% 0 13F-HR/A Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 142,271 $9.42M 6.86% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 124,385 $9.35M 2.1% -91 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 122,578 $9.21M <0.01% +98,147 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 120,667 $9.07M 1.47% 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 118,876 $8.94M 2.65% +5,386 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 116,343 $8.75M <0.01% -3,680 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 113,477 $8.53M 0.09% +24,871 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 108,810 $8.18M 0.01% -17,239 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 107,970 $8.12M 1.82% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 107,061 $8.05M 2.4% +6,831 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 103,969 $7.82M 0.84% -5,003 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 103,561 $7.78M <0.01% +5,163 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 95,570 $7.18M <0.01% +14,026 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 92,731 $6.97M 0.14% +6,056 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 89,694 $6.74M 0.03% -6,627 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 86,589 $6.51M 3.2% +18,474 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 86,471 $6.5M 1.89% -1,642 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 84,808 $6.37M 2.3% +8,123 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 68,531 $5.15M 0.45% +1,317 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 67,054 $5.04M +10,088 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 66,045 $4.96M 0.05% -890 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 65,347 $4.91M 0.07% -41,198 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,818 $4.8M 0.03% -2,861 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 63,399 $4.77M 0.01% -12,889 13F-HR Timeline Group Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 62,237 $4.68M 2.2% -5,234 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 61,377 $4.61M 0.09% -3,064 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 58,938 $4.43M 0.06% +1,243 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 58,097 $4.37M 0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 55,993 $4.21M 0.01% +23,245 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 55,827 $4.2M 0.05% +48,015 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $4.13M 0.68% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 54,564 $4.1M 0.01% +95 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 54,164 $4.07M 0.04% -13,988 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 53,016 $3.99M 0.05% +2,515 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 51,834 $3.9M 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 51,313 $3.86M 0.26% -33,234 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 51,284 $3.86M 0.02% -18,724 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 50,665 $3.81M 0.41% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 49,767 $3.74M 0.41% -6,361 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 49,715 $3.74M 0.74% -14,142 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 49,660 $3.73M 1.22% -23,702 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 49,001 $3.68M 0.12% +13,901 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 46,752 $3.51M 0.01% -4,004 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 45,952 $3.44M <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 45,391 $3.41M <0.01% -1,855 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 45,265 $3.4M 0.07% +7,172 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 45,178 $3.4M 0.11% +11,656 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 45,023 $3.38M 0.16% -5,520 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 43,286 $3.25M 0.18% -5,524 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 42,182 $3.17M 5.87% +4,578 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 41,378 $3.11M 0.03% +6,627 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 40,401 $3.04M 0.06% -14,593 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 39,957 $3M <0.01% +28,417 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 39,504 $2.97M 0.13% -18,905 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,414 $2.96M <0.01% -1,502 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 38,454 $2.89M 0.03% +4,690 13F-HR Timeline Group COOPERMAN LEON G More: the full row for COOPERMAN LEON G 38,388 $2.89M 0.08% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 38,044 $2.86M 1.55% +1,902 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 37,657 $2.83M 1.61% -193 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 37,239 $2.8M <0.01% -555 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,212 $2.8M 0.01% -16,567 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 37,050 $2.79M 0.01% -309 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 36,580 $2.75M <0.01% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 36,068 $2.71M <0.01% -33,209 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,673 $2.71M <0.01% +18,102 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 35,460 $2.67M 0.01% +1,659 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 35,145 $2.64M 0.71% +1,808 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 33,231 $2.5M <0.01% +2,910 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,282 $2.43M 0.01% -3,334 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 32,008 $2.41M 0.95% -836 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 32,213 $2.4M 0.04% -19,137 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,916 $2.4M 0.01% -7,478 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 31,667 $2.38M 0.14% +27,670 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 31,252 $2.35M 0.26% -2,270 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 30,933 $2.33M <0.01% +5,937 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 29,559 $2.22M 1.62% -876 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24,312 $2.22M <0.01% +378 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 28,911 $2.17M 0.26% -1,186 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 28,719 $2.17M 1.6% +6,692 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 27,705 $2.08M 0.14% +5,551 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 27,045 $2.03M 1.71% -55 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 27,006 $2.03M 0.3% -764 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 26,820 $2.02M 0.38% +2,077 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 26,653 $2M 1.66% -556 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 27,046 $2M <0.01% +3,971 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 26,290 $1.98M 0.23% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 25,898 $1.95M <0.01% -3,111 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 25,605 $1.92M 1.33% -634 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 25,460 $1.91M <0.01% -3,895 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 25,143 $1.89M 0.86% -1,035 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,141 $1.89M 0.01% -833 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 25,078 $1.88M 0.22% -57 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,827 $1.79M 0.02% -615 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 23,798 $1.79M 0.51% -2,718 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 23,744 $1.78M 0.56% -429 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 23,427 $1.76M 0.38% +1,381 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,235 $1.75M 0.09% +653 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,094 $1.74M -647 Timeline Balefire, LLC More: the full row for Balefire, LLC 23,082 $1.74M 0.28% +225 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 22,873 $1.72M 0.65% -46 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 22,490 $1.69M 0.3% +14 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 22,086 $1.66M 0.57% -2,797 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 21,811 $1.64M 0.01% -6,806 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 21,766 $1.64M 0.19% -196 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,392 $1.61M 0.14% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,709 $1.56M 0.05% +3,046 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 20,514 $1.54M 0.15% -19,633 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 20,395 $1.53M 0.48% -225 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 20,375 $1.53M 1.31% +10,332 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,288 $1.53M 0.02% -2,484 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,180 $1.52M 0.02% -336 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,588 $1.47M 0.03% +13,896 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,364 $1.46M <0.01% +1,522 13F-HR Timeline Group Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 18,605 $1.4M 0.48% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,286 $1.37M 0.07% -7,818 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 18,016 $1.35M 1% +220 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 17,793 $1.34M 0.14% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,677 $1.33M <0.01% -236 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16,679 $1.25M 0.26% -849 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,740 $1.24M 0.63% -230 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,464 $1.24M <0.01% +7,407 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,314 $1.23M <0.01% +2,536 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,129 $1.21M 0.03% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15,960 $1.2M 0.01% -900 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,732 $1.18M 0.05% +4,478 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15,664 $1.18M 0.01% +7,639 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 15,390 $1.16M 0.02% -400 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 15,262 $1.15M 1.01% +3,373 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,983 $1.13M 0.07% +1,641 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,646 $1.1M 0.02% +254 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 14,543 $1.09M 0.08% -1,913 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,486 $1.09M 0.03% +1,218 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 14,220 $1.07M 0.57% +40 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,739 $1.03M 0.01% -1,744 13F-HR Timeline