JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,954,178 $593M 0.04% +375,479 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,738,656 $380M +44,683 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,509,793 $232M 0.02% +475,598 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,466,289 $229M 0.86% +618,509 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,097,196 $205M 0.02% +30,599 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,977,837 $131M 0.31% +168,774 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,716,979 $114M 0.04% +356,536 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. 1,531,567 $101M 0.35% +6,053 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,450,614 $96M 4.48% +486,133 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,044,877 $69.2M 0.2% +6,846 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,021,996 $67.7M 0.72% -16,773 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 855,592 $56.6M 0.13% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 820,909 $54.3M 0.02% -29,543 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 804,906 $53.3M 1.32% -26,330 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 800,105 $53M 0.01% +131,890 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 782,491 $51.8M 0.14% -27,735 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 715,002 $47.3M 0.08% +14,823 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 678,558 $44.9M 2.12% -115,938 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 643,700 $42.6M 0.06% -14,390 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 638,978 $42.3M 0.01% -17,751 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 521,984 $34.6M 0.1% +64,584 13F-HR/A 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 484,173 $32.1M 0.03% -572,116 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 483,333 $32M 0.01% -44,764 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 475,630 $31.5M 1.02% +4,632 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 466,657 $30.9M 4.59% +78,265 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 436,285 $28.9M 0.23% +209,307 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 433,730 $28.7M 9.9% -317,708 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 422,719 $28M 3.14% +138,825 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 396,620 $26.3M 0.57% -144,430 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 361,485 $23.9M 1.13% +12,086 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 355,120 $23.5M 2.42% +107,222 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 347,748 $23M 0.01% +83,510 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 315,935 $20.9M 5.26% +293,846 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 294,536 $19.5M 0.01% -9,583 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 283,862 $18.8M 0.65% -267,979 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 282,131 $18.7M 0.17% new 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 267,146 $17.7M 0.95% -1,118 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 255,747 $16.9M 0.22% -9,749 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 247,556 $16.4M 0.01% +30,612 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 253,414 $15.7M 0.03% +172,075 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 237,598 $15.7M 0.02% +28,398 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 236,674 $15.7M 0.24% -2,191 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 228,759 $15.1M 1.06% -4,426 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 228,774 $15.1M 6.18% +10,300 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 224,406 $14.9M 0.03% +58,917 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 215,757 $14.3M 0.01% +19,926 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 204,231 $13.5M 0.03% +131,739 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 202,660 $13.4M <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 202,044 $13.4M 0.05% +38,992 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 199,902 $13.2M 0.01% +551 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 199,161 $13.2M 0.6% -7,160 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 196,430 $13M 0.01% -12,043 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 195,340 $12.9M 0.1% -6,894 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 187,991 $12.4M 4.87% +1,060 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 174,712 $11.6M 0.33% +9,490 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 170,040 $11.3M 0.01% +3,720 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 167,088 $11.1M <0.01% +10,304 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 158,488 $10.5M 0.06% +5,615 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 152,244 $10.1M 0.61% -61,308 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 140,559 $9.31M 2.43% -3,329 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 139,496 $9.23M <0.01% -96,122 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 127,986 $8.47M 1.29% -7,467 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 127,792 $8.46M 0.58% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 126,409 $8.32M 0.01% +64,248 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 115,851 $7.67M 0.02% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 112,263 $7.43M 1.46% 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 109,482 $7.25M 0.41% +6,455 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 105,572 $6.99M 2.95% +4,294 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 105,157 $6.96M 0.8% +6,521 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 102,713 $6.8M 0.01% new 13F-HR/A Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 101,959 $6.75M 0.79% -1,981 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 99,914 $6.61M 2.6% +770 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 94,111 $6.23M 0.01% +61,442 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 89,013 $5.91M 0.15% +45,474 13F-HR Timeline Group Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 88,002 $5.83M 3.92% +1,638 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 87,607 $5.8M 1.98% -2,016 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 85,986 $5.69M <0.01% +3,037 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 83,159 $5.51M 1.5% +70,495 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 75,522 $5M 0.06% -5,217 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 74,535 $4.93M 0.42% -11,971 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 73,080 $4.84M <0.01% +6,828 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 70,492 $4.66M <0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 69,158 $4.58M 0.01% +22,551 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 66,060 $4.37M 2.29% -380 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 65,583 $4.34M 0.53% +3,292 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 63,949 $4.23M 3.22% +14,578 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 63,680 $4.22M 0.03% -11,094 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 62,432 $4.13M 0.03% +2,728 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 59,276 $3.92M 0.97% +46,838 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,501 $3.87M 0.02% -2,021 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 57,261 $3.79M 0.1% -1,908 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 56,375 $3.73M 0.07% +1,574 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 55,747 $3.69M 0.02% -887 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.64M 1.09% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 54,971 $3.64M 0.01% +18,471 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 51,682 $3.42M 0.23% +27,881 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 51,433 $3.4M 0.23% +494 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 51,008 $3.38M <0.01% +2,006 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 50,665 $3.35M 0.46% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 49,397 $3.27M 0.17% +9,629 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 43,085 $2.85M 0.23% +8,846 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 42,951 $2.84M 0.07% -31,052 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 40,302 $2.67M <0.01% -192 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 39,916 $2.64M 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 39,782 $2.63M 1.77% +6,970 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 38,500 $2.55M 0.3% new 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 38,388 $2.54M 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,272 $2.54M <0.01% +2,729 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 37,311 $2.47M <0.01% -5,658 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 36,574 $2.42M 0.17% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33,967 $2.26M 1.1% -4,107 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,685 $2.23M 0.01% +28,185 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 33,291 $2.2M 1.57% -23,563 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 32,714 $2.17M 0.41% -6,067 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 32,255 $2.14M 0.37% -1,759 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 31,901 $2.11M 8.02% -768 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 31,675 $2.1M 1.34% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 30,911 $2.05M 0.03% -1,789 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 30,714 $2.03M 0.03% -12,724 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 30,183 $2M 0.17% -2,853 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 29,370 $1.94M 0.71% +1,838 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 29,336 $1.94M 0.04% +6,773 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 29,320 $1.94M 0.43% +5,829 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 29,290 $1.94M <0.01% +10,373 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 29,067 $1.92M 0.69% -709 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,692 $1.9M <0.01% +5,018 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 27,926 $1.85M 0.23% -2,258 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,211 $1.8M 0.02% +14,920 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 26,544 $1.76M 0.21% -4,184 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,409 $1.75M 0.01% +7,411 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 26,290 $1.74M 0.27% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 26,105 $1.73M 1.37% -522 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 25,926 $1.72M 1.17% +2,580 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 25,840 $1.71M 0.77% -89 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 25,566 $1.69M 0.02% +16,812 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,343 $1.68M 0.05% +3,097 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 25,352 $1.68M 0.3% +2,839 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 25,000 $1.65M 0.3% +1,230 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 24,695 $1.63M 0.84% +4,732 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 24,532 $1.62M 0.37% +402 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 23,829 $1.58M 0.13% +338 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 23,688 $1.57M 0.31% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 23,526 $1.56M 0.06% +9,454 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 23,397 $1.55M 0.71% -251 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,248 $1.54M 0.01% +549 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 22,945 $1.52M 0.7% -1,762 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 22,692 $1.5M 0.01% +1,493 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 22,473 $1.49M 0.11% -387 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 22,009 $1.46M 0.32% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,392 $1.42M 0.21% -3,206 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 20,908 $1.38M 0.09% +4,555 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,012 $1.32M 0.03% +9,392 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 19,826 $1.31M 1.05% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 19,881 $1.31M 0.07% -527 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 19,123 $1.27M 0.11% -1,505 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,018 $1.26M 0.01% +13,230 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,584 $1.23M 0.01% -42 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,562 $1.23M <0.01% +1,637 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,460 $1.22M 0.05% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 18,405 $1.22M 0.46% +4,570 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,371 $1.22M <0.01% -1,205 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 17,959 $1.19M 1.05% -615 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,601 $1.17M 0.03% -864 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,561 $1.16M <0.01% -1,457 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,946 $1.12M 0.04% +217 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 16,838 $1.11M +4,276 Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,570 $1.1M 0.54% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 16,531 $1.09M 0.1% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 16,278 $1.08M 0.08% -672 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 16,068 $1.06M 0.72% -1,019 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,916 $1.05M 0.04% +8,840 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 15,887 $1.05M 0.84% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 14,768 $978K 0.29% -318 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,624 $968K 0.01% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 14,350 $950K 0.02% +925 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,328 $949K 0.05% +4,882 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 14,320 $922K 0.77% +16 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,542 $896K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,032 $863K 0.03% +737 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,705 $841K 0.01% +244 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 12,649 $837K <0.01% 0 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 12,391 $820K 0.06% +364 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,380 $820K 0.18% +130 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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