BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,641,109 $184M <0.01% +334,322 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/ 3,334,239 $168M 0.01% +523,103 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,053,427 $154M 1.22% +53,236 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,044,322 $154M -42,017 Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 2,155,792 $109M 0.02% +1,245,201 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 1,622,000 $81.8M 1.05% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,488,126 $75.1M 0.15% +6,438 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,264,405 $63.8M 2.07% +795,340 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,107,623 $55.9M <0.01% +492,472 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,076,017 $54.3M 0.01% +132,449 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 976,831 $49.3M -111,645 Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 927,000 $46.8M 0.85% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 801,697 $40.4M 0.67% +46,462 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 762,021 $38.4M 0.01% +21,872 13F-HR Timeline Group Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 722,063 $36.4M 3.47% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 720,795 $36.4M 0.01% -132,835 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 704,075 $35.7M 0.03% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 642,139 $32.4M 0.01% +78,406 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 517,742 $26.1M 0.33% +7,877 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 489,818 $24.7M 0.29% +40,664 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 476,471 $24M 2.76% +15,912 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 466,830 $23.6M 3.05% +26,820 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 438,254 $22.1M <0.01% -112,333 13F-HR Timeline Group MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 400,000 $20.2M 1.18% new 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 396,152 $20M 6.79% +6,966 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 383,483 $19.3M 3.23% +21,286 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 349,813 $17.6M 0.03% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 345,252 $17.4M 0.02% +48,540 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 334,280 $16.9M -36,858 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 303,855 $15.3M 0.02% -105,693 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 297,113 $15M 0.5% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 293,932 $14.8M <0.01% -100,512 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 291,745 $14.7M <0.01% +13,706 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 289,366 $14.6M 0.02% -22,348 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 275,576 $13.9M 0.03% +42,869 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 246,039 $12.4M 0.03% +16,415 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 233,778 $11.8M 1.71% +11,249 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 213,574 $10.8M 0.01% +7,807 13F-HR/A Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 205,654 $10.4M 3.73% +5,292 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 203,302 $10.3M 0.8% -27,826 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 155,317 $7.84M 0.37% +451 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 155,186 $7.83M 0.27% +6,990 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 150,256 $7.58M 0.09% -54,589 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 149,531 $7.54M 3.85% +3,847 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 147,643 $7.45M 4.84% +5,382 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 144,309 $7.28M 0.03% +80 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 141,056 $7.12M 1.44% -2,453 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 138,986 $7.01M 0.02% +117,807 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 134,248 $6.77M 1.29% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 123,272 $6.22M 0.01% -60 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 118,754 $5.99M 0.04% -41,763 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 116,887 $5.9M 0.63% +105,667 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 111,002 $5.6M 0.21% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 109,467 $5.52M 0.11% +2,592 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 107,967 $5.45M 0.12% +2,812 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 107,958 $5.45M 0.3% +17,126 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 107,338 $5.42M 0.19% +8,350 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100,595 $5.07M 0.02% -387 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 98,223 $4.96M 3.57% +963 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 96,842 $4.89M 0.07% +38,888 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 96,724 $4.88M 0.79% +35,114 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 96,181 $4.85M 0.89% +6,659 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 95,539 $4.82M 0.01% -1,294 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 93,174 $4.7M 0.01% +54,268 13F-HR Timeline Group CROBAN More: the full row for CROBAN 93,171 $4.7M 2.27% +41,511 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 83,551 $4.21M 0.01% +5,407 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 80,209 $4.05M 2.33% +68,292 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 75,530 $3.87M 0.66% +36,466 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 76,132 $3.84M 0.31% +25,294 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 73,370 $3.7M 1.63% -678 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 70,522 $3.59M 0.11% new 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 62,439 $3.15M 0.26% -3,331 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,772 $3.07M 0.02% +5,658 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 60,678 $3.06M 0.43% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 58,467 $2.95M 0.2% +626 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 56,562 $2.85M <0.01% +4,476 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 51,513 $2.6M 0.03% -2,829 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 51,348 $2.59M 1.28% 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 49,269 $2.49M 0.1% -379 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,709 $2M <0.01% +11,562 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,531 $1.74M 0.01% -8,492 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 32,678 $1.65M <0.01% -120 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,886 $1.61M <0.01% +5,213 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 31,050 $1.58M 0.13% +1,774 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,547 $1.49M <0.01% new 13F-HR/A Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 29,317 $1.48M 0.07% +4,332 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 29,122 $1.48M <0.01% new 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 28,576 $1.45M 0.14% -5,279 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,450 $1.39M <0.01% +1,074 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,371 $1.33M 0.02% +6,919 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 24,233 $1.22M 0.07% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 24,026 $1.21M 0.08% -1,358 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 23,891 $1.21M 0.7% -491 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 23,319 $1.18M 1.17% +2,162 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,848 $1.15M <0.01% -1,823 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 21,452 $1.08M 0.78% -6,499 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 20,995 $1.06M 0.2% -866 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,525 $1.04M 0.02% +562 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,277 $973K 0.01% +4,110 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 19,168 $967K 0.53% 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 18,906 $954K 0.1% -398 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 18,540 $935K 0.18% +451 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,972 $907K 0.01% +420 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,853 $901K 0.21% -381 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,339 $875K 0.01% +1,373 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 17,343 $875K 0.17% +547 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,549 $835K <0.01% +1,120 13F-HR/A Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 15,941 $804K 0.05% +1,776 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,509 $732K 0.01% +9,979 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 14,315 $722K <0.01% -4,253 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 14,163 $715K 0.16% +13,665 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 14,150 $714K 0.11% +9,763 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,949 $704K <0.01% -4,086 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 13,810 $697K 0.36% -179 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,637 $638K <0.01% +85 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,559 $634K 0.02% +12,517 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 12,059 $608K 0.01% -13,570 13F-HR Timeline Group Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 12,059 $608K 0.56% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,940 $602K 0.12% +132 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,846 $598K <0.01% +5,680 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 11,267 $568K 0.38% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,067 $559K 0.01% +228 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,379 $524K <0.01% +5,843 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 10,325 $521K 0.09% -3,950 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,792 $494K 0.03% -14 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,471 $478K <0.01% -197 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 9,386 $474K 0.27% 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 9,148 $462K 0.29% +4,714 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,366 $422K 0.06% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,114 $409K 0.07% -81 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,903 $399K 0.03% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,789 $393K <0.01% +553 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,755 $391K 0.03% 0 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,577 $382K 0.07% -285 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,299 $368K <0.01% -545 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,220 $364K 0.06% -200 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 7,130 $360K 0.09% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,024 $354K <0.01% -36 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,000 $353K 0.14% new 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 6,896 $348K 0.95% -15,075 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,788 $342K <0.01% new 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,725 $339K 0.01% +88 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,689 $337K 0.08% +5,979 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,510 $328K 0.01% +995 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,846 $295K 0.07% +98 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,826 $294K 0.19% -608 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,798 $293K 0.14% -10,839 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,714 $288K 0.01% +1,453 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,521 $279K 0.01% -176 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,523 $279K <0.01% -1,345 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,301 $267K <0.01% -117 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,082 $258K 0.01% -735 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,103 $257K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,093 $257K 0.01% +85 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,068 $256K 0.26% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 5,036 $254K 0.13% -2,183 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 5,014 $253K 0.14% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,907 $248K 0.07% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 4,842 $244K 0.14% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,720 $238K 0.01% +780 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,635 $234K 0.05% -136 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,590 $232K 0.04% -1,190 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,425 $223K <0.01% -376 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,399 $222K 0.02% +398 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,362 $220K <0.01% new 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 4,283 $216K 0.14% +689 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,090 $206K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,654 $184K 0.06% -117 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,588 $181K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,525 $178K <0.01% -286 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,472 $175K 0.06% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,172 $160K 0.07% -247 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,896 $95.7K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,795 $90.6K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,749 $88.2K 0.05% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,595 $80.4K 0.01% +978 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,500 $75.7K 0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,259 $63.5K 0.02% +111 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,032 $52.1K <0.01% +709 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 963 $48.6K 0.01% +16 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 732 $36.9K 0.01% -29 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 722 $36.4K 0.04% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 532 $26.8K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 527 $26.6K <0.01% +161 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 505 $25.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 504 $25.4K <0.01% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 455 $23K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 453 $22.8K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 415 $20.9K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400 $20.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 355 $17.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 319 $16.1K <0.01% +4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 313 $15.8K <0.01% +9 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 304 $15.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 260 $13.1K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 239 $12.1K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 231 $11.7K <0.01% -183 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 230 $11.6K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $10.1K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $10.1K <0.01% 0 13F-HR Timeline