JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,665,468 $2.78B 0.21% +3,803,808 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,984,136 $803M 0.06% +227,552 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,384,649 $743M 2.04% +195,517 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,580,510 $360M 0.14% +590,459 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,547,004 $357M 0.09% +18,185 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,464,529 $349M 2.93% -10,927 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,125,949 $214M 0.05% +206,962 13F-HR Timeline Group Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 1,990,300 $200M 0.81% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,663,528 $167M 0.67% +39,641 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,625,057 $164M 17.26% +749,763 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,196,939 $120M 0.01% +46,394 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,143,300 $115M 0.17% +228,100 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,096,397 $110M +268,459 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 763,682 $76.8M 0.02% +130,020 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 759,928 $76.5M +194,440 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 723,792 $72.8M 0.1% +251,425 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 723,208 $72.8M 0.61% +116,722 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 700,143 $70.4M 0.28% +19,900 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 698,205 $70.3M 7.17% +427,763 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 661,337 $66.5M 10.99% +24,905 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 648,726 $65.3M 14.84% +30,456 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 647,561 $65.2M 0.22% +32,005 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 580,117 $58.4M 0.06% +68,422 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 532,723 $53.6M 3.24% -45,328 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 501,121 $50.4M 3.27% -33,912 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 475,617 $47.9M 0.02% -3,675 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 474,547 $47.7M 0.08% +19,245 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 456,449 $45.9M 0.09% +53,978 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 434,093 $43.7M 0.1% -67,787 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 431,909 $43.5M 6.27% +1,917 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 387,070 $38.9M 0.06% -148,224 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 368,266 $37.1M 4.22% +143,327 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 363,366 $36.6M 6.5% +53,992 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 361,697 $36.4M 6.57% +145,418 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 337,380 $33.9M 0.05% +25,480 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 330,682 $33.3M -94,895 Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 313,499 $31.5M 3.19% +3,740 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 306,548 $30.8M 0.03% -7,699 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 297,182 $29.9M 0.45% +34,909 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 293,544 $29.5M 0.1% +6,948 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 287,856 $29M 6.49% +250,110 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 283,616 $28.5M 0.9% +4,017 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 282,601 $28.4M 2.2% -21,551 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 265,524 $26.7M 0.33% +5,928 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 253,616 $25.5M 6.93% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 245,934 $24.7M 0.02% -8,712 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 243,043 $24.5M 0.15% +74,834 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 236,350 $23.8M 0.05% +119,555 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 211,331 $21.3M 0.81% +12,914 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 203,817 $20.5M 4.06% +12,097 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/ 200,185 $20.1M 0.02% -55,432 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 194,300 $19.6M 10.61% +1,466 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 193,322 $19.5M 0.59% +183,222 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 190,085 $19.1M 0.04% -86,100 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 175,063 $17.6M 1.79% -3,136 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 174,651 $17.6M 1.05% +32,927 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 173,038 $17.4M 0.01% -5,939 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 164,535 $16.6M 1.12% +5,996 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 154,329 $15.5M 0.19% +84,248 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 151,571 $15.3M 1.1% +4,095 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 146,811 $14.8M 1.52% +58,845 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 146,596 $14.8M 5.98% -3,107 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 144,750 $14.6M 0.21% +996 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 144,744 $14.5M 0.03% +98,430 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 142,585 $14.3M 3.65% +8,787 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 142,115 $14.3M 4.37% +16,664 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 130,118 $13.1M 0.78% +69,343 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 128,512 $12.9M +38,553 Timeline COMERICA BANK More: the full row for COMERICA BANK 128,118 $12.9M 0.05% -7,322 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 124,804 $12.6M 8.72% +10,616 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 124,050 $12.5M 2.52% +59,129 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 123,586 $12.4M 0.02% new 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 123,148 $12.4M 0.03% +20,660 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 119,687 $12M 0.07% -5,467 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 118,392 $11.9M 4.89% +3,422 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 109,402 $11M 0.24% new 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 107,510 $10.8M 0.51% -16,467 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 106,575 $10.7M 0.31% +34,429 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 106,546 $10.7M 0.91% +11,043 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 106,177 $10.7M 2.83% +4,133 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 102,274 $10.3M 0.39% +17 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 99,243 $9.99M 0.45% -6,568 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 98,576 $9.92M 0.02% +38,723 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 96,681 $9.73M 0.15% -1,446 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 101,248 $9.61M 1.87% +26,316 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 95,530 $9.61M 1.89% +20,598 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 92,692 $9.33M 5.44% +388 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 92,637 $9.32M 0.01% +87,950 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 92,261 $9.26M 2.38% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 91,834 $9.24M 0.02% new 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 90,203 $9.08M 4.8% +7,496 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 89,957 $9.05M 0.65% +1,554 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 90,254 $9.05M 6.65% -29,243 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 89,840 $9.04M 0.13% -21,999 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 89,470 $9M 0.23% +51,160 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 89,250 $8.98M 1.63% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88,728 $8.93M 0.08% +33,014 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 88,475 $8.9M 5.44% +12,147 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 85,790 $8.63M 1.56% +18,860 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 84,687 $8.52M 0.64% +18,217 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 84,333 $8.49M 0.28% +5,628 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 83,444 $8.4M 0.37% +48,797 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 83,330 $8.38M 1.9% +45,664 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 82,740 $8.33M 0.28% -1,253 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 81,278 $8.18M 3.47% -1,144 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 80,985 $8.15M 0.12% +43,851 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 80,818 $8.13M 4.54% -3,373 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 79,767 $8.03M 3.84% +11,152 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 79,461 $8M 5.99% +26,720 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 77,916 $7.84M 0.37% +18,063 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 77,675 $7.82M 0.65% +2,247 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 76,291 $7.68M 3.84% +21,960 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 76,235 $7.67M 0.02% +5,248 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 75,951 $7.64M 3.31% -472 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 74,003 $7.45M 1.77% +855 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 74,018 $7.44M 6.87% 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 72,517 $7.3M 0.88% -1,264 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 71,643 $7.21M 0.01% +39,152 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 71,214 $7.16M 0.29% +45,068 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 70,635 $7.11M 0.04% +9,460 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 69,296 $6.97M 0.42% -52 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 68,958 $6.94M 0.29% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 68,372 $6.88M 0.38% +216 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 67,855 $6.83M 1.96% +29,730 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 67,862 $6.8M 7.22% +3,592 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 67,578 $6.8M 0.57% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 66,315 $6.67M 1.53% +2,266 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 64,866 $6.53M 0.24% +5,882 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 64,842 $6.52M 0.79% +61,990 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 64,655 $6.51M 0.03% +14,306 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 64,153 $6.46M 0.06% +18,018 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 61,939 $6.23M 0.05% -19,883 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 60,698 $6.11M 0.08% +52,767 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 60,348 $6.07M 3.12% -1,162 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 60,319 $6.07M +2,305 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 59,787 $6.02M 0.09% -7,404 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 59,573 $5.99M 2.53% +4,190 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,916 $5.93M 0.04% -2,868 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 57,967 $5.83M 0.23% +9,380 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 57,700 $5.81M 2.48% +3,373 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 57,686 $5.8M 1.82% -30,006 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 57,165 $5.75M 0.01% +2,285 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 56,944 $5.73M 6.69% +27,191 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 55,582 $5.59M 0.17% +7,326 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 53,231 $5.36M 1.14% -12,712 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 52,819 $5.31M 3.3% +1,815 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 52,625 $5.3M 0.3% -2,163 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 52,601 $5.29M 0.01% -8,451 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 51,730 $5.21M 0.95% +2,384 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 51,093 $5.14M 0.35% +5,319 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 50,377 $5.07M 1.55% -4,093 13F-HR/A Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 50,005 $5.03M 1.48% -4,340 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 48,749 $4.91M 0.74% +41,360 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 48,741 $4.9M 0.15% -4,215 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 48,765 $4.89M 0.28% +21,818 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 48,439 $4.87M 1.4% -1,867 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 47,700 $4.8M 0.07% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 46,669 $4.7M 0.23% -10,633 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 45,758 $4.6M 0.23% -1,200 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 45,750 $4.6M 0.79% +23,314 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 45,743 $4.6M 1.13% -971 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 45,651 $4.59M 0.49% -427 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,035 $4.53M 0.16% +7,788 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 44,967 $4.52M 7.89% +35,617 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 44,883 $4.52M 3.27% +2,386 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 44,668 $4.49M 0.1% +17,792 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 44,653 $4.49M 1.41% +1,347 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 44,545 $4.48M 1.39% -15,885 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 44,504 $4.48M 0.49% +688 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 44,481 $4.48M 0.66% +1,915 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 44,461 $4.47M 0.2% +3,068 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 44,282 $4.46M 0.14% +6,647 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 44,008 $4.43M 2.49% +38,651 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,753 $4.4M <0.01% -100,306 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 42,883 $4.31M 0.16% -26,712 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 42,085 $4.23M 0.93% +5,833 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 42,029 $4.23M 1.97% +22,987 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 41,561 $4.18M 2.04% +1,299 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 41,540 $4.18M 0.49% +17,026 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 41,511 $4.17M 1.51% -3,202 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 41,370 $4.16M 0.23% +11,422 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 41,106 $4.14M 0.02% +25,303 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 40,977 $4.12M 3.15% -401 13F-HR Timeline Clear Point Advisors Inc. 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