ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,118,241 $2.08B 4.46% -63,939 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/ 4,318,992 $595M 0.04% -65,650 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,002,276 $414M 0.03% -57,707 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,042,106 $281M 0.06% +298,993 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,753,992 $242M 0.05% +63,931 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,306,931 $180M 0.05% -12,807 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,220,348 $168M 0.1% -3,454 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,098,076 $151M 0.21% -1,698 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,085,191 $149M 0.04% +106,544 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 965,851 $133M 0.03% +7,972 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 856,285 $118M 0.13% -25,365 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 838,797 $116M 0.94% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 838,127 $115M 0.04% -17,088 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 831,915 $115M 1.05% +192,747 13F-HR/A Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 760,063 $105M 11.73% +160,003 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 650,640 $89.6M 0.02% -53,712 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 585,621 $80.7M 0.49% -29,589 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 554,007 $76.3M <0.01% +43,956 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 472,823 $65.1M 0.13% -779 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 397,494 $54.8M 0.15% -14,461 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 365,732 $50.4M 4.04% +2,658 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 347,161 $47.8M 0.06% +22,357 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 344,606 $47.5M +7,110 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 338,054 $46.6M 0.07% +130,155 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 336,216 $46.3M 9.5% +19,781 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 334,920 $46.1M 0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 327,845 $45.2M 0.04% +8,314 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10 $44M 5.09% -314,024 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 297,440 $41M 2.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 293,161 $40.4M 0.64% +9,391 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 287,510 $39.6M 0.05% +202,673 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 248,084 $34.2M 3.23% +23,059 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 220,979 $30.4M 5.97% -15,729 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 211,936 $29.1M 1.8% +4,194 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 202,231 $27.9M 10.41% -1,050 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 198,202 $27.3M 4.11% -985 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 195,249 $27.3M 12% new 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 203,346 $26.7M 3.14% +5,754 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 190,547 $26.2M 17.84% -796 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 171,065 $23.6M +4,856 Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 170,704 $23.5M 6.26% +1,018 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 170,237 $23.4M 0.06% -289,192 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 169,269 $23.4M 0.99% +5,553 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 164,764 $22.7M 3.22% -3,059 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 162,299 $22.3M 0.72% +26,771 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 159,871 $22M 15.24% +12,631 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 159,372 $22M 0.13% +2,346 13F-HR/A Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 157,168 $21.6M 5.32% +16,111 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 155,553 $21.3M 1.96% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 153,341 $21.1M 1.86% +17,089 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 150,103 $20.7M 10.01% -18,021 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 148,186 $20.4M 0.03% +113,186 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 146,187 $20.1M 0.46% +760 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 144,393 $19.9M 1.72% -19,014 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 138,740 $19.1M 10.09% +6,262 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 131,134 $18.1M 2.67% +23,966 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,245 $17.3M 0.08% +65 13F-HR/A Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 120,438 $16.6M 1.49% +2,699 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 117,508 $16.2M 3.56% +3,340 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 113,989 $15.7M 0.08% +3,380 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 113,170 $15.6M 0.31% +12,507 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 112,360 $15.5M 0.15% +1,281 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 110,812 $15.3M 3.34% +9,954 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 110,144 $15.2M 0.1% +1,249 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 105,520 $14.5M 0.02% +2,810 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 103,909 $14.3M 4.41% +950 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 101,313 $14M 0.01% -2,055 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 97,717 $13.5M 0.09% +8,100 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 92,804 $12.8M 6.38% +5,146 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 91,177 $12.6M 0.01% +34,668 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 90,026 $12.4M 0.06% -42,888 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 87,996 $12.1M 0.15% -894 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 86,489 $11.9M <0.01% +33,686 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 84,617 $11.7M 0.03% +1,312 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 82,937 $11.4M 0.07% +21,143 13F-HR/A Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 82,066 $11.4M 3.36% -4,502 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 81,978 $11.3M 1.68% +181 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,707 $10.6M 0.02% -1,352 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 75,167 $10.4M 5.03% +2,429 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 74,951 $10.3M 0.12% -499 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 74,064 $10.2M 5.73% +10,311 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 71,286 $9.82M 1.11% +1,356 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 70,870 $9.76M 1.15% -12,374 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 70,664 $9.74M 0.01% +6,458 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 64,710 $8.9M 2.59% -17,582 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 60,607 $8.35M 2.64% -1,157 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 60,524 $8.34M 0.02% -462 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 59,519 $8.24M 2.4% +555 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 57,438 $7.91M 0.54% +5,823 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 55,865 $7.69M 0.51% -384 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 55,775 $7.68M 5.51% +2,374 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 53,505 $7.37M 4.25% +378 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 52,696 $7.26M 5.35% +5,677 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 52,301 $7.2M 0.48% +7 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 50,043 $6.89M 0.57% -3,995 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 49,808 $6.86M 1.03% -6,148 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 49,289 $6.79M 0.03% +353 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 48,258 $6.65M 0.64% -358 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 47,143 $6.49M 4.23% +6,260 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 46,562 $6.41M 0.01% +205 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,323 $6.11M 0.01% +3,098 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 44,029 $6.06M 2.57% +6,254 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 43,821 $6.04M 3.15% -3,098 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 43,138 $5.94M 0.74% -4,086 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 42,247 $5.82M 2% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 42,195 $5.81M 0.13% +35,372 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 40,791 $5.62M 3.27% -28,683 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,346 $5.56M 0.06% -275 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 39,654 $5.49M 1.41% +202 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 39,100 $5.39M 0.01% +31,000 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 39,018 $5.37M 2.87% -16,646 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 38,724 $5.33M 0.15% +152 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 38,268 $5.27M 2.04% +4,049 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 37,633 $5.2M 0.11% +718 13F-HR 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. 37,473 $5.16M 0.83% -535 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36,664 $5.05M 0.2% -259 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 36,450 $5.02M 0.04% 0 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 36,021 $4.96M 2.13% +13,720 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35,927 $4.95M 0.33% +903 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 35,209 $4.85M 3.41% +614 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 35,046 $4.83M 0.23% +435 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 34,650 $4.77M 0.28% -140 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 31,669 $4.36M 1.61% -543 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 31,643 $4.32M 0.15% +15,987 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 30,829 $4.25M -2,221 Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 29,595 $4.08M 1.76% -193 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,387 $4.05M 0.07% -360 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 28,948 $3.99M 1.36% +969 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 28,782 $3.96M 0.03% +950 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 28,712 $3.96M 0.02% -1,505 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 28,329 $3.9M 0.27% -457 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28,092 $3.87M 0.5% +638 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 26,811 $3.69M 2.86% +2,727 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 26,478 $3.65M 0.79% -8,193 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 26,083 $3.59M 3.29% -7,115 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 25,485 $3.51M 1.04% -20 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,461 $3.51M 0.01% +4,897 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 25,343 $3.49M 0.12% -278 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 24,871 $3.43M 1.24% +14 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 24,847 $3.42M 2.15% +978 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 24,734 $3.41M 0.25% +24 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,769 $3.27M 0.02% -1,083 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,640 $3.26M 0.02% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 23,538 $3.24M 0.8% +971 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 22,965 $3.16M 4.23% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 22,446 $3.09M 0.8% +4 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,280 $3.07M 0.01% +729 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,267 $3.07M <0.01% +2,190 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 21,913 $3.02M 0.36% -4,350 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 21,573 $2.97M 0.98% +612 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21,444 $2.95M 0.03% -5,380 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,369 $2.94M 0.1% +13,233 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 21,173 $2.92M 1.3% -29 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 20,653 $2.84M -604 Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 20,168 $2.78M 1.27% +13 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,149 $2.78M <0.01% -1,515 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 19,982 $2.77M 0.43% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 19,981 $2.75M 0.26% -1,212 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 19,888 $2.74M 0.11% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,186 $2.64M 0.06% +2,630 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,786 $2.59M 0.71% -101 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,682 $2.57M 0.01% +347 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,629 $2.57M 0.08% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,390 $2.55M 0.03% +83 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 17,983 $2.48M 1.71% -468 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,619 $2.43M 0.02% +1,369 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,190 $2.37M 0.02% -186,553 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,189 $2.37M 0.05% +713 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 16,206 $2.23M 0.11% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,033 $2.21M 0.83% +871 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,866 $2.19M 0.02% +3,317 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,838 $2.18M 0.02% +1,170 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 15,818 $2.18M +977 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,486 $2.13M 0.1% +7 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 15,324 $2.11M 0.8% -35 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,293 $2.11M 0.01% +4,154 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,262 $2.1M 0.09% -14,278 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15,183 $2.09M 0.74% +205 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 15,179 $2.09M 1.09% -68 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 15,093 $2.08M <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 14,841 $2.04M 0.06% +205 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,614 $1.88M 1.42% -213 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,340 $1.85M 0.05% +4,304 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 13,138 $1.81M 0.52% -272 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 13,080 $1.8M 0.62% -369 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,931 $1.78M 0.07% -678 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 12,854 $1.77M 0.55% +2,756 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,715 $1.75M 0.03% +196 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,473 $1.72M 0.06% +250 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 12,446 $1.71M 0.87% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,369 $1.7M <0.01% +1,516 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,978 $1.65M <0.01% -573 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 11,978 $1.65M <0.01% +3,101 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,977 $1.65M 0.01% +58 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 11,707 $1.61M 0.68% +60 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,528 $1.59M 0.09% -1,472 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,451 $1.58M 0.06% +1,799 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,450 $1.58M 0.77% +75 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,786 $1.49M 0.03% +1,390 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,750 $1.48M 0.03% -432 13F-HR Timeline