ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,842,689 $2.59B 4.45% +245,994 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/ 4,675,795 $764M 0.05% +36,583 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,220,989 $526M 0.03% +153,582 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,461,240 $402M 0.08% +182,014 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,794,377 $293M +59,682 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,652,554 $270M 1.68% +315,657 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,237,905 $202M 0.05% -33,296 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,158,233 $189M 0.04% +74,786 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,105,925 $181M 0.09% -55,068 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 993,873 $162M 0.03% -10,699 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 877,045 $143M 0.14% +41,857 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 789,084 $129M 0.15% +95,076 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 757,229 $124M 10.91% +19,968 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 753,203 $123M 0.03% -36,752 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 733,157 $120M 0.9% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 720,076 $118M 0.02% -7,383 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 683,600 $112M 0.01% +90,976 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 531,727 $86.9M 0.43% -15,016 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 486,183 $79.5M 0.12% +1,982 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 451,202 $73.7M +66,005 Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 442,676 $72.4M 4.38% +8,290 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 388,720 $63.5M 0.14% +2,866 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 387,221 $63.3M 0.09% +3,737 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 386,443 $63.2M 2.39% +13,347 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 383,716 $62.7M 0.05% +17,952 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 379,594 $62M 10.7% +10,854 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 369,442 $60.4M 0.06% +27,394 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 366,159 $59.8M 4.03% -1,269 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 349,628 $57.1M 4.95% +34,245 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 343,974 $56.3M 0.07% +83,226 13F-HR Timeline Group MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 314,324 $51.4M 10.4% +308,693 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 301,213 $49.2M 0.06% +9,194 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 316,144 $48.7M 0.14% +157,557 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 285,839 $46.7M 0.59% -5,065 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 226,306 $37M 0.97% +77,618 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 219,087 $35.8M 10.7% -1,454 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 216,700 $35.5M 1.15% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 211,636 $34.6M 14.85% +9,712 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 210,222 $34.4M 12.38% +4,047 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 208,483 $34.1M 2.54% -5,793 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 197,037 $32.2M 3.93% -688 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 191,472 $31.3M 2.11% +8,363 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 189,915 $31M 18.71% +985 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 187,389 $30.6M 5.23% -24,458 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 182,380 $29.8M 1.09% +6,301 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 181,191 $29.6M 0.14% -2,141 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 179,184 $29.3M 10.53% +5,001 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 172,557 $28.2M 6.71% -3,768 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 171,874 $28.1M +5,577 Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 158,930 $26M 3.12% +314 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 158,867 $26M 3.12% +2,476 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 154,080 $25.2M 12.12% +4,898 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 149,966 $24.5M 0.62% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 146,800 $24.1M 2.22% +3,723 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 146,457 $23.9M 5.23% -266 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 145,484 $23.8M 0.14% +32,081 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 143,280 $23.4M 0.32% +441 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 141,613 $23.1M 6.66% +2,262 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 141,114 $23.1M 0.15% +11,051 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 133,485 $21.8M 1.65% -3,225 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 132,385 $21.6M 8.16% +14,670 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 129,222 $21.1M 0.31% +7,794 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,856 $20.6M 0.07% -110 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 120,323 $19.7M 4.03% +6,982 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 116,563 $19.1M 0.04% +22,400 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 113,093 $18.5M 2.66% +112,688 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 111,569 $18.3M 0.02% -58 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110,373 $18M 0.01% +18,174 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 109,313 $17.9M 0.3% -2,102 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 106,191 $17.4M 0.07% +54,019 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 104,998 $17.2M 0.02% +2,753 13F-HR/A Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 102,562 $16.7M 2.07% +18,635 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 102,217 $16.7M 0.01% -1,124 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 99,930 $16.3M 0.07% +2,016 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 98,280 $16.1M 0.09% +627 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 90,700 $14.8M 0.17% +341 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 89,888 $14.7M 0.01% -1,462 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 89,104 $14.6M 0.07% +550 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 86,771 $14.2M 0.02% +83,401 13F-HR Timeline Group ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 82,962 $13.6M 8.82% +2,867 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 81,651 $13.3M 6.46% -19,223 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,496 $13M 0.02% +1,826 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 79,306 $13M 1.4% -263 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 79,304 $13M 7.76% +6,791 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 76,747 $12.5M 2.4% +5,382 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 76,615 $12.5M 0.73% +8,239 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 76,465 $12.5M 0.75% -4,474 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 73,556 $12M 0.02% -1,949 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 72,209 $11.8M 1.15% +5,181 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 72,071 $11.8M 0.13% -2,701 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 71,941 $11.8M 0.07% -47,537 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 71,182 $11.7M +38,751 Timeline Capital Planning LLC More: the full row for Capital Planning LLC 70,530 $11.5M 3.36% -528 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 69,987 $11.4M 0.02% +801 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 65,983 $10.8M 4.67% -8,626 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 65,270 $10.7M 3.23% +4,906 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 65,255 $10.7M 1.63% -5,573 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 60,975 $9.97M 6.23% +2,562 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 60,975 $9.97M <0.01% -11,087 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 60,926 $9.96M 5.36% +5,203 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 59,778 $9.77M 0.01% -1,344 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 58,928 $9.63M 0.01% new 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 57,120 $9.34M 3.3% +9,387 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 55,575 $9.08M 4.91% +11,489 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 54,393 $8.89M 3.03% +4,488 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 51,314 $8.39M 0.2% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 50,096 $8.19M 0.55% -588 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 50,055 $8.18M -625 Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 42,784 $6.99M 5.22% +2,657 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 42,166 $6.89M 3.04% -243 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 42,136 $6.89M 2.4% -554 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 41,638 $6.81M 3.15% -2,738 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,732 $6.66M 0.07% +784 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 40,457 $6.61M 1.58% +151 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 39,799 $6.51M 3.58% +11,427 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 39,538 $6.46M 0.25% +911 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 39,246 $6.41M 0.34% -1,581 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 37,808 $6.18M 2.74% +721 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 37,580 $6.14M 4.93% +481 13F-HR/A Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 36,166 $5.91M 0.7% -115 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 36,079 $5.9M 0.86% +1,865 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,616 $5.82M 0.43% -7,870 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 35,093 $5.74M 0.48% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 34,909 $5.71M 0.04% -1,745 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 34,278 $5.6M 3.51% -613 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 34,132 $5.58M 2.81% +935 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 32,920 $5.38M 0.27% -175 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 32,657 $5.34M 4.67% +1,489 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 32,004 $5.23M 0.1% -21 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,701 $5.18M 0.01% -10,149 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 31,524 $5.15M 0.1% -2,445 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 31,192 $5.1M 0.46% +1,420 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 30,807 $5.04M -823 Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30,545 $4.99M 2.93% +939 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30,287 $4.95M <0.01% -764 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 29,774 $4.87M 0.12% -1,600 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 29,745 $4.86M 0.08% -2,431 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29,650 $4.85M 0.23% -243 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 29,369 $4.8M 1.97% -6,034 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,019 $4.74M 0.04% -126 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 28,853 $4.72M 0.94% +2,363 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 28,517 $4.66M 1.76% -55 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 28,231 $4.61M 1.4% +275 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 28,068 $4.59M <0.01% +2,203 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 27,171 $4.58M 0.24% -303 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27,958 $4.57M 0.41% -133 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 27,849 $4.55M 0.29% -202 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 27,180 $4.44M 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26,770 $4.38M 1.14% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 26,737 $4.37M 0.15% -22,834 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 26,568 $4.34M 0.09% -61,515 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 25,507 $4.17M 0.8% +1,068 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 25,462 $4.16M 0.46% -8,828 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 25,348 $4.14M 0.25% +212 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 25,185 $4.12M 0.01% +13,625 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,954 $4.08M 0.02% -1,575 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 24,599 $4.02M 1.37% -5,552 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 24,556 $4.01M 1.28% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,279 $3.97M 0.01% -2,720 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 24,258 $3.97M 0.02% -571 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 24,217 $3.96M 0.12% +9,021 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 24,003 $3.92M 0.22% +273 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 23,983 $3.92M -257 Timeline &PARTNERS More: the full row for &PARTNERS 23,698 $3.87M 0.02% -1,105 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 23,452 $3.83M 2.84% +159 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,404 $3.83M 1.19% -453 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,191 $3.79M 0.01% -1,444 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 23,190 $3.79M 0.02% -10,303 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 23,162 $3.79M 0.13% +2,164 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,143 $3.78M 0.03% +1,684 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 22,438 $3.67M 1.32% -1,713 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,395 $3.66M 0.07% +2,583 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 22,133 $3.62M 0.48% -26 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,762 $3.56M <0.01% +780 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 21,687 $3.54M 0.87% -129 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 21,665 $3.54M 1.51% +1,477 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,527 $3.52M 0.05% -5,008 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21,493 $3.51M 0.03% +1,218 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,091 $3.45M <0.01% +2,066 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 20,180 $3.3M 0.1% +1,100 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,715 $3.22M 0.02% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,710 $3.22M <0.01% +6,394 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 19,660 $3.21M 0.35% +58 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,881 $3.09M 0.76% -22 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 18,807 $3.07M 1.16% -380 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 18,630 $3.05M 0.51% -855 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,606 $3.04M 0.03% -58 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,416 $3.01M 0.05% -48 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 18,316 $2.99M 1.73% -78 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 18,279 $2.99M -204 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,226 $2.98M 0.09% -765 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 17,424 $2.85M 0.01% -232 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 16,793 $2.74M <0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 16,450 $2.69M 0.14% +4,750 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,422 $2.68M 0.86% +441 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 16,410 $2.68M -1,790 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,405 $2.68M 0.02% +892 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 16,316 $2.67M 0.85% -5,168 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,189 $2.65M 0.06% -11,776 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 16,012 $2.62M 0.73% +8 13F-HR Timeline