JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,287,262 $2.84B 0.2% +621,794 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,687,424 $873M 0.06% +703,288 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,746,618 $779M 1.84% +361,969 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,111,810 $413M 0.09% +564,806 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,837,339 $386M 0.13% +256,829 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,408,957 $242M 0.05% +283,008 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,618,365 $163M 15.42% -6,692 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,479,600 $149M 0.52% -183,928 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,457,247 $147M 1.17% -2,007,282 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/ 1,420,490 $143M 0.01% +223,551 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,104,480 $111M +8,083 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 948,751 $95.4M 0.02% +185,069 13F-HR/A Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 919,962 $92.5M 9.67% +221,757 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 859,114 $86.4M 0.15% +425,021 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 850,582 $85.5M 0.63% +127,374 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 762,785 $76.7M 4.78% +480,184 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 725,224 $72.9M 0.27% +25,081 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 677,265 $68.1M 10.1% +315,568 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 663,740 $66.7M 6.57% +295,474 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 650,864 $65.4M 13.69% +2,138 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 611,502 $61.5M 0.08% -112,290 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 574,722 $57.8M 8.78% -86,615 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 540,507 $54.3M -219,421 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 528,237 $53.1M 0.02% +52,620 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 527,071 $53M 0.05% -53,046 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 522,424 $52.5M 3.01% +21,303 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 484,919 $48.8M 2.66% -47,804 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 481,741 $48.4M 0.07% +7,194 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 456,395 $45.9M 0.07% +69,325 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 450,775 $45.3M 6.2% +18,866 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 434,489 $43.5M 0.07% -21,960 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 413,332 $41.6M 7.62% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 370,380 $37.2M 6.11% +7,014 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 370,197 $37.2M 0.11% -277,364 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 355,463 $35.7M 0.03% +48,915 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 340,770 $34.3M 0.04% +3,390 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 313,940 $31.6M 0.35% +16,758 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 300,490 $30.2M 2.85% -13,009 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 291,994 $29.4M 1.5% +117,343 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 290,716 $29.2M 0.86% +7,100 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 290,591 $29.2M 0.08% -2,953 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 271,320 $27.3M 0.3% +5,796 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/ 245,028 $24.6M 0.03% +44,843 13F-HR/A Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 240,174 $24.1M 4.64% +116,124 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 235,706 $23.7M 0.05% +159,471 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 229,419 $23.1M 0.02% -16,515 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 226,227 $22.7M 0.12% -16,816 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 205,238 $20.6M 0.62% -6,093 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 204,750 $20.6M 3.86% +933 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 199,365 $20M 10.26% +5,065 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 198,805 $20M 0.1% +79,118 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 187,433 $18.8M 4.61% +44,848 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 187,065 $18.8M 3.01% +101,275 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 177,590 $17.9M 1.68% +2,527 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 173,972 $17.5M 0.01% +934 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 173,554 $17.4M 4.79% +31,439 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 173,426 $17.4M 0.85% +126,757 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 172,872 $17.4M 3.72% -114,984 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 166,714 $16.8M 1.02% +2,179 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 165,922 $16.7M 0.01% +94,279 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 155,416 $15.6M 1.39% +8,605 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 150,881 $15.2M 0.49% +110,439 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 146,387 $14.7M 5.2% -209 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 141,590 $14.2M 0.36% +35,015 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 140,439 $14.1M 8.76% +15,635 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 139,406 $14M 0.02% -96,944 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 139,234 $14M 4.76% +88,857 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 138,701 $13.9M 0.02% -6,043 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 138,033 $13.9M 0.18% -6,717 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 133,259 $13.4M 0.88% -18,312 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 126,933 $12.8M 0.05% -1,185 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 123,413 $12.4M 0.02% -66,672 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 122,701 $12.3M 0.01% +30,064 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 118,372 $11.9M 0.63% -11,746 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 109,601 $11M 0.02% +11,025 13F-HR/A Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 109,571 $11M 2.72% +3,394 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 107,104 $10.8M 1.64% +17,854 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 105,816 $10.6M 0.32% +23,076 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 102,612 $10.3M 4.39% +64,910 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 102,235 $10.3M 0.27% -39 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 99,397 $9.99M 5.99% +46,578 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 97,361 $9.79M 5.25% +16,543 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 96,330 $9.68M 0.39% -2,913 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 95,379 $9.59M 0.07% +6,651 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 95,066 $9.56M 0.64% +10,379 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 92,655 $9.32M 0.92% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 92,624 $9.31M 5.07% -68 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 92,583 $9.29M 4.57% +2,380 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 91,600 $9.17M 5.91% +1,346 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 89,231 $8.97M 0.13% -7,450 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 88,088 $8.86M 0.27% +3,755 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 86,433 $8.69M 4.52% +10,142 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 86,175 $8.66M 0.12% -42,337 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 86,173 $8.66M 0.38% -21,337 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 85,482 $8.59M 1.58% -15,766 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 84,612 $8.51M 1.94% -7,649 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 84,433 $8.49M 0.01% -39,153 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 83,926 $8.44M 0.16% +50,875 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 83,177 $8.36M 3.26% +1,899 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 82,854 $8.33M 0.56% -7,103 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 81,663 $8.21M 0.02% -41,485 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 81,584 $8.2M 0.34% +3,668 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 81,514 $8.2M 0.29% +16,648 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 80,838 $8.13M 0.77% +11,542 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 80,687 $8.11M -249,995 Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 79,832 $8.03M 5.32% +371 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 79,356 $7.98M 0.61% -27,190 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 76,170 $7.66M 0.59% -1,505 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 76,171 $7.66M 0.09% -13,669 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 75,395 $7.59M 4.68% -13,080 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 75,015 $7.54M +14,696 Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 74,673 $7.51M 3.08% -1,278 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 73,775 $7.42M 0.39% +2,561 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 73,585 $7.4M 0.1% +13,798 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 73,243 $7.36M 1.4% -22,287 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 73,073 $7.35M 0.6% new 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 73,152 $7.33M 6.05% +5,290 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 72,773 $7.32M 2.07% +28,228 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 71,834 $7.22M 0.14% +27,166 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 70,265 $7.06M 0.28% +64,708 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 69,830 $7.02M 1.49% +3,515 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 68,929 $6.93M 1.48% -5,074 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 68,927 $6.93M 1.83% +1,072 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 65,905 $6.63M 0.19% +10,323 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 65,803 $6.62M 2.54% -52,589 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 64,895 $6.52M 0.4% -3,477 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 64,692 $6.5M 0.03% +37 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 64,072 $6.44M 0.25% +6,105 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 61,861 $6.22M 2.68% -17,906 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 61,518 $6.18M 0.03% -9,117 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 61,479 $6.18M 1.9% +3,793 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 61,378 $6.14M 0.04% +32,033 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 60,128 $6.04M 0.37% +9,035 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 60,119 $6.04M 0.83% +11,370 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 59,839 $6.02M 0.15% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 59,788 $6.01M 0.01% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 59,703 $6M 2.35% +130 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 59,469 $5.98M 0.05% -4,684 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 58,908 $5.92M 2.38% +1,208 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 58,494 $5.87M 0.13% -95,835 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 56,966 $5.73M 2.87% -3,382 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 56,854 $5.72M <0.01% -311 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 56,251 $5.66M 0.6% -16,266 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 56,222 $5.65M 0.01% +15,865 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 55,852 $5.62M 0.04% -6,087 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 53,960 $5.42M 0.61% -10,882 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 53,243 $5.35M 0.14% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 53,120 $5.34M 0.19% +10,237 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 52,263 $5.25M 5.63% -4,681 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 51,986 $5.23M 0.93% +256 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,468 $5.17M <0.01% +41,327 13F-HR Timeline Group NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 51,013 $5.13M 3.1% +21,992 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 50,714 $5.1M 0.27% -1,911 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 50,710 $5.1M 1.36% +705 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 50,512 $5.08M 0.94% -2,719 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 49,843 $5.01M 0.62% +18,492 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 49,637 $4.99M 3.34% +4,754 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 49,398 $4.97M 0.01% -3,203 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 49,032 $4.93M 0.06% +1,332 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48,168 $4.84M <0.01% +4,415 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 47,253 $4.75M 1.24% -1,186 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 46,651 $4.69M 1.18% -206,965 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 46,374 $4.66M 0.11% -43,096 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,914 $4.62M 0.14% +1,632 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 45,588 $4.58M 0.17% +1,127 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,271 $4.55M 0.13% +236 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 44,928 $4.51M 0.44% -723 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 44,722 $4.5M 0.11% -36,263 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 44,052 $4.43M 0.7% +6,870 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 43,617 $4.38M 0.59% -864 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 42,620 $4.28M 0.68% -3,130 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 41,627 $4.19M 1.21% +32,392 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 41,501 $4.17M 0.84% -584 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 41,439 $4.17M 0.95% -4,304 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 41,184 $4.14M 1.31% -42,146 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 40,979 $4.12M 0.18% -4,779 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 40,855 $4.11M 1.41% -656 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 40,759 $4.1M 0.4% -3,745 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 40,410 $4.06M 0.08% +33,138 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 40,348 $4.06M 1.56% +23,709 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 39,964 $4.02M 2.37% +488 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 39,888 $4.01M 3.41% +1,010 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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