BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,486,417 $223M <0.01% +845,308 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,189,086 $158M 0.93% +135,659 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/ 3,156,984 $157M 0.01% -177,255 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,388,240 $119M -656,082 Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,622,000 $80.5M 0.89% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,515,213 $75.2M 0.15% +27,087 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,490,869 $74M 0.02% +414,852 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,278,660 $63M 0.01% -877,132 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 924,345 $45.9M 0.67% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 856,466 $42.5M 0.66% +54,769 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 749,542 $37.2M 0.01% +28,747 13F-HR/A Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 722,529 $35.5M 0.4% +204,787 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 709,435 $35.2M 0.01% +67,296 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 661,593 $32.8M <0.01% -446,030 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 601,919 $29.9M 0.01% -160,102 13F-HR/A Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 535,944 $26.6M 0.31% +46,126 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 495,996 $24.6M 2.75% +19,525 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 449,909 $22.3M 3.08% +216,131 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 425,561 $21.1M <0.01% -12,693 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 415,959 $20.6M 0.02% +70,707 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 399,942 $19.8M 7.5% +3,790 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 349,813 $17.4M 0.03% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 312,516 $15.5M 0.02% +8,661 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 308,474 $15.3M -25,806 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 307,527 $15.2M <0.01% +13,595 13F-HR/A Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 305,149 $15M 0.01% -398,926 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 297,596 $14.8M 0.02% +8,230 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 297,113 $14.7M 0.45% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 290,830 $14.4M 0.03% +15,254 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 280,359 $13.9M <0.01% -11,386 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 267,535 $13.3M 0.01% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 252,840 $12.5M 1.37% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 231,131 $11.5M 0.09% +80,875 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 213,569 $10.6M 0.01% -5 13F-HR Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 210,023 $10.4M 3.76% +4,369 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 195,963 $9.73M 1.05% +79,076 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 180,799 $8.97M 5.59% +33,156 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 177,496 $8.81M 0.02% +38,510 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 172,477 $8.56M 0.29% +65,139 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 153,266 $7.61M 0.86% -50,036 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 152,686 $7.58M 0.25% -2,500 13F-HR Timeline CROBAN More: the full row for CROBAN 144,235 $7.16M 3.37% +51,064 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 143,861 $7.14M 0.03% -448 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 132,893 $6.6M 0.07% +36,051 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 126,792 $6.29M 0.02% -119,247 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 119,070 $5.91M 0.04% +316 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 119,067 $5.91M 0.01% -4,205 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 114,368 $5.68M 3.36% +34,159 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 113,962 $5.66M 0.11% +4,495 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 111,921 $5.55M 0.24% +3,963 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 111,884 $5.55M 0.13% +3,917 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 111,002 $5.51M 0.24% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 104,226 $5.17M 0.99% +8,045 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 102,076 $5.07M 0.02% +1,481 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 100,217 $4.97M 0.84% +24,687 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 100,000 $4.96M 2.34% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 99,669 $4.95M 3.5% +1,446 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 93,264 $4.63M 0.65% -3,460 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 79,751 $3.96M 0.3% +3,619 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 76,439 $3.79M 1.98% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 75,003 $3.72M 0.01% -8,548 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 71,322 $3.54M 1.66% -2,048 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 66,207 $3.3M 0.01% +38,757 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 63,990 $3.18M 0.02% +3,218 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 56,083 $2.78M 0.11% +6,814 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 55,130 $2.74M 0.23% -7,309 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,438 $2.7M <0.01% -2,124 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 54,378 $2.7M <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 47,677 $2.37M 0.16% -10,790 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,860 $2.19M <0.01% +5,151 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 43,751 $2.17M 0.04% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,435 $2.16M 0.01% +8,904 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 42,965 $2.13M -933,866 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,411 $2.01M <0.01% -55,128 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 36,660 $1.82M 0.21% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 34,793 $1.73M 0.14% +3,743 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,843 $1.63M <0.01% -60,331 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 32,413 $1.61M 0.94% +8,522 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 32,077 $1.59M <0.01% -601 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 30,262 $1.5M <0.01% -1,624 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 29,134 $1.45M 1.36% +5,815 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 29,053 $1.44M <0.01% -69 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,336 $1.31M 0.01% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 25,000 $1.24M 0.16% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 22,467 $1.12M 0.07% -1,559 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,962 $1.09M 0.02% +1,437 13F-HR/A Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 21,462 $1.07M 0.77% +10 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 21,252 $1.05M <0.01% -1,596 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 20,821 $1.03M 0.27% -174 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 20,319 $1.01M 0.07% -40,359 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 18,751 $931K 0.05% +2,810 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 18,362 $911K 0.07% +10,459 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,703 $879K 0.2% -150 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,193 $853K <0.01% -2,084 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 16,876 $838K 0.15% -467 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 16,663 $827K 0.09% -2,243 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 14,686 $730K 0.08% +536 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 $710K <0.01% 0 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 14,256 $708K 0.09% -452,574 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 14,151 $702K 0.15% -12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,008 $695K 0.02% +12,112 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,843 $692K 0.04% +4,051 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 13,385 $663K <0.01% +1,539 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,017 $646K <0.01% +2,638 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/ 12,300 $610K <0.01% +12,220 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,299 $610K 0.02% -260 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,251 $608K <0.01% -4,298 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 12,095 $600K 0.19% -1,715 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 11,385 $565K 0.27% +5,587 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 11,012 $537K 0.05% -17,564 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 10,339 $513K 0.01% -1,720 13F-HR Timeline Group Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 10,189 $506K 0.44% -1,870 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 9,946 $494K 0.46% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,716 $482K <0.01% -4,233 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,115 $453K 0.01% -1,952 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,056 $449K <0.01% -415 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 8,709 $432K 0.26% -677 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,522 $423K <0.01% -42,991 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 8,327 $413K 0.28% -43,021 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 8,059 $400K 0.26% -1,089 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 7,937 $394K 0.25% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,850 $390K 0.03% +95 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,830 $389K <0.01% +1,042 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 7,395 $367K 0.06% -376,088 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,220 $364K 0.06% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,270 $361K <0.01% new 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 7,130 $354K 0.09% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,000 $347K 0.14% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 6,896 $342K 0.75% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,785 $337K 0.01% new 13F-HR Timeline Group Econ Financial Services Corp More: the full row for Econ Financial Services Corp 6,735 $334K 0.16% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,723 $334K <0.01% +2,361 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,721 $334K 0.08% +32 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,447 $320K 0.27% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,897 $293K 0.08% +51 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,865 $291K <0.01% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,840 $290K 0.05% -4,485 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,806 $288K 0.19% -20 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,713 $284K 0.01% +192 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,348 $265K 0.01% -1,377 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 5,204 $258K 0.14% +190 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,156 $256K 0.26% +88 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,139 $255K 0.07% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,138 $255K 0.01% +45 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,087 $252K 0.01% -16 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,071 $251K -65,451 Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 5,044 $250K 0.07% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,907 $244K 0.07% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,882 $242K <0.01% -2,907 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,806 $239K <0.01% -495 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 4,764 $236K 0.14% -78 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,709 $233K 0.01% -373 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,621 $229K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,618 $229K 0.04% -17 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,509 $224K <0.01% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 4,265 $212K 0.11% -771 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,255 $211K 0.17% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,164 $207K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,060 $202K 0.01% -2,450 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,815 $189K <0.01% -3,484 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,706 $184K 0.12% -577 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,588 $178K <0.01% 0 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,502 $174K 0.11% -152 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2,964 $147K 0.06% -208 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,331 $116K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,964 $97.2K <0.01% -12,545 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,823 $90.5K 0.01% +228 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,428 $70.7K 0.01% +1,317 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,000 $49.6K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 982 $48.7K 0.01% -813 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 972 $48.2K 0.01% +9 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 952 $47.2K <0.01% -80 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 786 $39K <0.01% new 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 695 $34.5K 0.02% -27 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 678 $33.6K 0.01% -54 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 630 $31.3K <0.01% -12,007 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 533 $26.5K <0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 509 $25.3K <0.01% +205 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 505 $25.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 481 $23.9K <0.01% +162 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400 $19.9K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 392 $19.4K <0.01% -61 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 383 $19.1K <0.01% -4,016 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 375 $18.6K <0.01% -7,991 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 357 $17.7K <0.01% -170 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 355 $17.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. 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