JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,578,699 $516M 0.04% -1,357,111 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,693,973 $342M +2,122,775 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,066,597 $184M 0.02% -41,689 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,034,195 $183M 0.01% -113,075 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,847,780 $171M 0.72% -968,927 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,809,063 $109M 0.3% +47,495 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. 1,525,514 $92.7M 0.38% +43,584 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,360,443 $81.8M 0.03% +724,218 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 1,101,056 $66.2M 0.3% 0 13F-HR Timeline Group 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 1,056,289 $63.5M 0.07% +663,041 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,038,769 $62.5M 0.72% +12,576 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,038,031 $62.4M 0.21% +564,743 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 964,481 $58M 2.99% -87,343 13F-HR/A Timeline Korea Investment CORP More: the full row for Korea Investment CORP 855,592 $51.5M 0.12% +500,487 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 850,452 $51.2M 0.02% -37,262 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 831,236 $50M 1.33% -39,249 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 810,226 $48.7M 0.14% -85,161 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 794,496 $47.8M 2.29% -18,940 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 751,438 $45.2M 8.78% -331,342 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 700,179 $42.1M 0.08% +99,687 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 668,215 $40.2M 0.01% +283,131 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 658,090 $39.6M 0.06% -17,438 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 656,729 $39.5M 0.01% +47,927 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 551,841 $33.2M 1.29% -6,610 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 541,050 $32.5M 0.8% -7,120 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 528,097 $31.8M 0.01% +88,584 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 470,998 $28.3M 0.92% +30,986 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 457,400 $27.5M 0.09% +261,470 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 414,555 $24.9M 2.65% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 388,392 $23.4M 3.75% +29,964 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 349,399 $21M 1.05% -2,518 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 304,119 $18.3M 0.02% -14,818 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 283,894 $17.1M 2.07% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 268,264 $16.1M 0.92% -12,309 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 265,496 $16M 0.19% +114,551 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 264,238 $15.9M <0.01% +50,887 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 247,898 $14.9M 1.6% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 238,865 $14.4M 0.25% -981 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 235,618 $14.2M <0.01% +234,628 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 233,185 $14M 1.41% +218,882 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 218,474 $13.7M 6.3% +32,189 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 226,978 $13.7M 0.12% +226,741 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 216,944 $13M 0.01% +85,188 13F-HR Timeline Group Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 213,552 $12.8M 0.76% -29,310 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 209,200 $12.6M 0.02% +120,172 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 208,473 $12.5M 0.01% -271,071 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 206,321 $12.4M 0.63% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 202,660 $12.2M <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 202,234 $12.2M 0.1% -79,113 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 199,351 $12M 0.01% +36,506 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 195,831 $11.8M 0.01% -3,424 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 186,931 $11.2M 5.1% +65 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 166,320 $10M 0.01% +4,191 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 165,489 $9.95M 0.02% -43,240 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 165,222 $9.94M 0.29% +95,640 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 163,052 $9.81M 0.04% -36,854 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 156,784 $9.36M <0.01% +22,558 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 152,873 $9.2M 0.06% -93,487 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 143,888 $8.65M 2.47% -2,517 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 135,453 $8.15M 1.2% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 127,792 $7.69M 0.57% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 115,075 $6.92M 0.87% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 107,211 $6.45M 1.41% 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 103,940 $6.25M 0.81% +11,156 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 103,027 $6.2M 0.39% -30,078 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 101,278 $6.09M 3.05% -4,620 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 99,144 $5.96M 2.5% -8,897 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 98,636 $5.93M 0.8% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 89,623 $5.39M 1.93% +143 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 86,506 $5.2M 0.49% +42,268 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 86,364 $5.2M 4.14% -12,292 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 82,949 $4.99M <0.01% +35,648 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 81,339 $4.89M 0.01% -97,038 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 80,739 $4.86M 0.06% -1,000 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 74,774 $4.5M 0.03% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 74,003 $4.45M 0.11% +28,962 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 72,492 $4.36M 0.01% +9,751 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 70,492 $4.29M <0.01% 0 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 66,440 $4M 2.29% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 66,252 $3.99M <0.01% +15,464 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 62,291 $3.75M 0.47% +38,557 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 62,161 $3.74M <0.01% +18,161 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 60,522 $3.64M 0.03% +23,409 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 59,704 $3.59M 0.03% -424 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 59,169 $3.56M 0.1% -8,017 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 56,854 $3.42M 2.36% -39,420 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 56,634 $3.41M 0.02% -35,070 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.31M 1.38% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 54,801 $3.3M 0.08% +21,087 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 52,582 $3.16M 0.04% +19,051 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 50,939 $3.06M 0.23% -788 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 50,862 $3.06M 0.69% -22,757 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 50,000 $3.01M 6.06% new 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 49,371 $2.97M 2.75% +4,624 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 49,002 $2.95M <0.01% +1,828 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,607 $2.8M <0.01% +7,790 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 43,539 $2.62M 0.07% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 43,438 $2.61M 0.04% -3,995 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 42,969 $2.58M <0.01% -2,038 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 40,494 $2.44M <0.01% +192 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 39,768 $2.39M 0.14% -7,587 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 38,781 $2.33M 0.41% -3,942 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 38,388 $2.31M 0.09% 0 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 38,074 $2.29M 1.2% -1,956 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 36,574 $2.2M 0.19% +23,509 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,500 $2.2M <0.01% -247 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,543 $2.14M <0.01% +2,724 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 34,239 $2.06M 0.17% +7,946 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 34,014 $2.05M 0.42% -339 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,690 $2.03M 0.01% -5,043 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 33,036 $1.99M 0.21% -497 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 32,812 $1.97M 1.5% +2,307 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,700 $1.97M 0.03% +23,023 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,669 $1.97M <0.01% new 13F-HR Timeline Group Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 32,669 $1.97M 1.51% -23,511 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 31,675 $1.91M 1.34% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 30,728 $1.85M 0.24% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 30,184 $1.82M 0.25% +18,179 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 29,776 $1.79M 0.75% -2,473 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 27,532 $1.66M 0.66% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 26,627 $1.6M 1.44% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 26,346 $1.58M 0.21% +8,785 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 26,290 $1.58M 0.26% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 25,929 $1.56M 0.78% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 24,707 $1.49M 0.8% -21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,598 $1.48M 0.25% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 24,130 $1.45M 0.35% +270 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 23,801 $1.43M 0.12% -16,253 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,770 $1.43M 0.29% +304 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 23,674 $1.42M <0.01% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 23,648 $1.42M 0.86% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 23,491 $1.41M 0.36% new 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 23,491 $1.41M 0.13% new 13F-HR/A Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 23,346 $1.4M 1.05% +12,980 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 23,285 $1.4M 4.73% -26,715 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 22,860 $1.38M 0.11% +10,988 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,699 $1.37M 0.01% -1,932 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 22,563 $1.36M 0.03% -1,232 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,246 $1.35M 0.04% +1,999 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 22,089 $1.33M 0.36% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 22,513 $1.28M 0.28% -1,735 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,199 $1.28M 0.01% +30 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,628 $1.24M 0.12% +8,056 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,408 $1.22M 0.07% +282 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 19,963 $1.2M 0.77% +3,362 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,576 $1.18M <0.01% -863 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 19,018 $1.14M <0.01% +2,345 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,998 $1.14M <0.01% +1,953 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,917 $1.14M <0.01% -88,110 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,773 $1.13M 0.02% -9,674 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,626 $1.12M 0.01% -557 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 18,574 $1.12M 1.08% -777 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 18,465 $1.11M 0.03% +1,938 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 17,087 $1.03M 0.77% -178 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 16,950 $1.02M 0.07% -1,011 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,925 $1.02M <0.01% -156 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,729 $1.01M 0.04% -2,286 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,570 $997K 0.54% +520 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 16,531 $994K 0.1% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 16,353 $984K 0.08% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 15,887 $956K 0.87% +305 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 15,086 $907K 0.35% +8,410 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 14,304 $860K 0.83% +4,311 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,072 $844K 0.04% +1,309 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,931 $838K 0.01% +3,450 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13,920 $837K 0.03% -1,110 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 13,835 $832K 0.34% -2,925 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,425 $808K 0.02% +1,640 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 13,209 $795K 0.31% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,803 $770K 0.02% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 12,664 $762K 0.24% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 12,649 $761K <0.01% new 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,562 $756K <0.01% -1,836 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,461 $750K 0.01% new 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 12,438 $748K 0.2% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,295 $740K 0.03% +5,426 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,291 $739K 0.01% -1,877 13F-HR Timeline Mission Creek Capital Partners, Inc. 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