JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,855,186 $425M 0.02% +4,834,678 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/ 2,392,497 $208M 0.01% +1,983,918 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,302,141 $200M 0.05% +2,291,408 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,732,162 $150M 0.04% +1,615,974 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,446,446 $125M 0.15% +1,440,174 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,383,695 $120M 2.68% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,286,966 $112M 0.22% +1,275,973 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 826,646 $71.7M <0.01% -824,096 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 589,896 $51.2M 0.01% +365,977 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 576,897 $50M 0.01% -190,628 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 539,227 $46.8M 0.9% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 523,600 $45.4M 0.01% +87,191 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 492,750 $42.7M 0.02% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 400,029 $34.7M 0.02% +49,028 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 290,181 $25.2M 0.47% +2,612 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 228,608 $19.8M +13,344 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 200,712 $17.4M <0.01% +123,461 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 200,665 $17.4M 0.18% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 200,063 $17.4M 0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 167,400 $14.5M 0.02% +166,370 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 153,671 $13.3M 0.01% +125,836 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 129,993 $11.3M <0.01% +10,287 13F-HR Timeline Group Gimbal Financial More: the full row for Gimbal Financial 128,232 $11.1M 7.07% 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 121,700 $10.6M 0.02% new 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 116,411 $10.1M 0.09% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 91,168 $7.91M 0.01% +67,094 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 84,022 $7.29M 0.26% -20,552 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 70,319 $6.1M 0.05% +67,472 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 65,789 $5.71M 0.03% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 60,503 $5.25M 0.01% -4,400 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 59,269 $5.14M 0.01% new 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 59,100 $5.13M 0.06% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 58,050 $5.04M 0.01% +3,134 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 53,020 $4.6M <0.01% -551,717 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,792 $4.15M 0.01% +1,116 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 45,695 $3.96M 0.02% +38,183 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 40,710 $3.53M 0.08% -2,425 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 39,901 $3.46M <0.01% +39,101 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 39,090 $3.39M 0.3% +162 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 38,625 $3.35M 0.02% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,697 $3.29M <0.01% +4,890 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 33,800 $2.93M <0.01% +19,000 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 33,075 $2.87M 0.18% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,491 $2.82M <0.01% -8,026 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 31,994 $2.78M 0.27% +4,245 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,741 $2.67M 0.02% +23,726 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 30,415 $2.64M 0.05% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 30,095 $2.61M 1% +2,885 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 28,671 $2.49M <0.01% +305 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 25,754 $2.23M 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 25,077 $2.18M 0.01% new 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 25,077 $2.18M 0.02% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 24,080 $2.09M 0.57% new 13F-HR/A Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 24,035 $2.09M <0.01% new 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 23,900 $2.07M 3.39% +13,500 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,457 $2.04M <0.01% +6,058 13F-HR/A Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 22,859 $1.98M 1.9% +1,567 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,647 $1.96M 0.02% +8,917 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 21,800 $1.89M <0.01% new 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 21,085 $1.83M 0.29% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 20,306 $1.76M <0.01% -2,350 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,295 $1.59M 0.1% +550 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,100 $1.57M 0.01% +1,625 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 16,654 $1.44M 0.02% new 13F-HR Timeline Group Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 15,973 $1.39M 0.29% +27 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15,889 $1.38M 0.63% +107 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,753 $1.37M <0.01% +2,488 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 15,270 $1.32M 0.5% -55 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,672 $1.27M 0.01% +8,778 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 14,587 $1.27M 0.13% -756 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,923 $1.14M <0.01% +500 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,974 $1.13M new Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,245 $1.06M <0.01% -1,067 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,943 $1.04M 0.03% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 11,867 $1.03M 0.26% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,718 $1.02M 0.37% -461 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,715 $1.02M 0.01% +5,658 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,675 $1.01M 0.02% -55,313 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,524 $1000K 0.05% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 11,426 $991K <0.01% +3,726 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 11,345 $984K 0.51% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 11,280 $979K 0.08% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 11,226 $974K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,624 $922K <0.01% +2,347 13F-HR Timeline Group Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 10,575 $917K 0.1% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,555 $916K <0.01% new 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,177 $883K 0.08% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,008 $868K 0.08% -44 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 9,682 $840K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,410 $816K 0.08% -125 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 9,269 $804K 0.11% -1,991 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,890 $771K 0.16% new 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,848 $768K <0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 8,822 $765K 0.08% -2,120 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,674 $752K 0.02% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,656 $751K <0.01% +1,304 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,228 $714K <0.01% +7,074 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 8,155 $707K 0.22% -231 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,153 $707K <0.01% +6,713 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,016 $695K <0.01% -67 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,750 $672K 0.19% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,710 $669K 0.03% +714 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,500 $651K 0.05% +4,500 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,111 $617K <0.01% -7 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 7,000 $607K <0.01% -3,183,961 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,896 $598K 0.24% -184 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 6,727 $584K 0.2% -230 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 6,700 $581K 0.16% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,575 $570K 0.04% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,525 $566K <0.01% +2,600 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,519 $566K <0.01% +2,597 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,150 $534K 0.39% -64 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,130 $532K <0.01% -69 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,000 $520K 0.16% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,772 $500K <0.01% new 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 5,791 $492K <0.01% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 5,600 $486K 0.1% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,590 $485K 0.03% new 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,445 $472K 0.34% -203 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,400 $468K 0.02% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,361 $467K 0.34% -72 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,255 $456K 0.01% -17 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 5,255 $456K <0.01% +1,590 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,193 $451K <0.01% new 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,175 $449K 0.1% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,104 $443K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,052 $438K 0.01% -2,779 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,037 $437K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,965 $431K <0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,889 $424K 0.01% -11,597 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,806 $417K <0.01% -950 13F-HR/A Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,764 $413K <0.01% -200 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,718 $409K <0.01% -970 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,660 $404K 0.01% +1,300 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,605 $399K 0.06% -163 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,588 $398K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Summit Financial, LLC More: the full row for Summit Financial, LLC 4,546 $394K <0.01% +367 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,392 $381K <0.01% +677 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,220 $366K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,156 $361K <0.01% -4 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,132 $358K 0.01% +1 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,914 $340K <0.01% -449 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,910 $339K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,803 $330K <0.01% -564 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,769 $327K <0.01% -5 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,583 $311K <0.01% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 3,507 $304K 0.09% -46 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,469 $301K 0.03% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,455 $300K 0.08% -156 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,303 $287K 0.01% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,233 $285K 0.01% -866 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,264 $283K 0.01% +483 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,244 $281K 0.02% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,133 $272K 0.08% -35 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,132 $272K 0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,050 $265K 0.03% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,008 $261K <0.01% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,915 $253K 0.02% -39 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,893 $251K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,888 $250K 0.02% +432 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,858 $248K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,854 $248K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,781 $242K 0.02% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,734 $237K 0.04% -478 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,669 $232K <0.01% +251 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,613 $227K 0.06% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,574 $223K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,542 $221K 0.01% -98 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,537 $220K <0.01% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,506 $217K 0.05% -2,031 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,502 $217K 0.04% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 2,404 $209K 0.12% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,345 $203K 0.05% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,343 $203K 0.17% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,325 $202K 0.01% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,312 $201K 0.14% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,207 $191K <0.01% +388 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,154 $187K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,152 $187K <0.01% +55 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/ 1,908 $166K <0.01% +103 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,848 $160K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,483 $130K 0.01% -117 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,488 $129K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 1,407 $122K 0.12% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,244 $108K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,222 $106K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,194 $104K <0.01% +1,070 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 1,000 $86.8K 0.13% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 996 $86.4K <0.01% +96 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 990 $85.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 891 $77.3K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 888 $77K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 870 $75.5K 0.02% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 681 $59K <0.01% +405 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 669 $58K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 608 $52.7K <0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 570 $49.4K 0.02% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 569 $49.4K <0.01% +7 13F-HR Timeline Group Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 554 $48.1K <0.01% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 510 $44.6K <0.01% new 13F-HR Timeline Group