JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 31,246,850 $3.15B 0.2% +2,959,588 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,976,292 $904M 0.05% +288,868 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,360,636 $842M 1.8% +614,018 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,351,663 $438M 0.09% +239,853 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,072,993 $410M 0.12% +235,654 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,508,580 $253M 0.05% +99,623 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,655,565 $167M 0.5% +175,965 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/ 1,388,033 $140M 0.01% -32,457 13F-HR/A Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,285,625 $129M 11.84% -332,740 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,074,779 $108M -29,701 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 953,216 $96M 0.02% +4,465 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 933,097 $94M 6.42% +13,135 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 924,049 $93M 0.59% +73,467 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 897,336 $90.4M 0.13% +38,222 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 830,943 $83.7M 5.75% +68,158 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 813,729 $81.9M 7.07% +149,989 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 789,186 $79.5M 0.07% +262,115 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 785,903 $79.1M 10.43% +108,638 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 741,325 $74.6M 0.26% +16,101 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 670,363 $67.5M 0.46% -786,884 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 668,019 $67.3M 0.09% +56,517 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 620,387 $62.5M 0.02% +92,150 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 616,365 $62.1M 12.15% -34,499 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 544,632 $54.8M +4,125 Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 541,423 $54.3M 2.04% +18,999 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 538,337 $54.2M 7.52% -36,385 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 500,806 $50.4M 0.07% +44,411 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 494,373 $49.8M 0.07% +12,632 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 486,331 $49M 2.44% +1,412 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 468,317 $47.2M 5.99% +17,542 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 425,896 $42.8M 0.06% -8,593 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 415,933 $41.9M 7.16% +2,601 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 400,267 $40.3M 0.03% +44,804 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 375,486 $37.8M 5.69% +5,106 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 361,926 $36.4M 0.04% +21,156 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 336,359 $33.9M 0.15% +137,554 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 333,337 $33.6M 1.21% +332,031 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 331,110 $33.3M 0.09% -39,087 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 324,046 $32.6M 0.09% +33,455 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/ 315,979 $31.8M 0.04% +70,951 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 306,083 $30.8M 0.85% +15,367 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 290,038 $29.2M 2.63% -10,452 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 283,744 $28.6M 0.28% +12,424 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 280,891 $28.3M 11.99% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 239,767 $24.1M 4.33% -407 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 235,283 $23.7M 0.12% +9,056 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 227,424 $22.9M 0.02% -1,995 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 204,416 $20.6M 3.64% -334 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 203,919 $20.5M 0.5% -1,319 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 202,689 $20.4M 8.88% +3,324 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 200,757 $20.2M 8.87% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 199,428 $20.1M 0.02% +60,022 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 198,223 $20M 0.03% -37,483 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 191,015 $19.2M 0.44% +49,425 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 186,620 $18.8M 1.65% +9,030 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 177,920 $17.9M 0.01% +3,948 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 176,701 $17.8M +96,014 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 174,468 $17.6M 0.82% -117,526 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 174,297 $17.5M 4.51% +743 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 173,420 $17.5M 0.96% +6,706 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 169,795 $17.1M 2.64% -17,270 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 167,514 $16.9M 0.14% +137,790 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 161,521 $16.3M 0.19% +23,488 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 161,406 $16.3M +28,147 Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 157,065 $15.8M 1.28% +1,649 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 155,270 $15.6M 8.31% +14,831 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 153,017 $15.4M 5.34% +6,630 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 148,816 $15M 0.69% -24,610 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 146,227 $14.7M 0.34% -4,654 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 135,066 $13.6M 0.01% -30,856 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 134,906 $13.6M 0.02% -3,795 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 134,233 $13.5M 0.05% +7,300 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 130,666 $13.2M 3.06% -56,767 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 123,700 $12.5M 3.03% +14,129 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 118,907 $12M 0.02% -4,506 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 118,524 $11.9M 0.03% +62,302 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 118,252 $11.9M 0.79% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 111,972 $11.3M 4.79% +25,539 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 108,672 $10.9M 0.53% -9,700 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 105,949 $10.7M 1.54% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 105,744 $10.6M 0.25% -72 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 104,782 $10.6M 1.45% -2,322 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 103,026 $10.4M 0.02% new 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 102,251 $10.3M 0.25% +16 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 102,246 $10.3M 4.7% +9,663 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 101,595 $10.2M 2% -71,277 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 100,077 $10.1M 0.12% +13,902 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 97,311 $9.8M 0.13% +8,080 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 94,796 $9.54M 0.01% +43,328 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 93,210 $9.35M 5.43% +1,610 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 91,611 $9.22M 4.92% +16,216 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 90,313 $9.09M 0.27% +37,193 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 90,154 $9.08M 3.3% +31,246 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 89,947 $9.06M 0.26% +1,859 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 89,900 $9.05M 0.34% -6,430 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 87,964 $8.86M 0.05% -7,415 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 87,886 $8.85M 1.9% +3,274 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 86,753 $8.74M 0.36% +84,695 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 86,502 $8.71M 0.42% -8,564 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 85,001 $8.56M 3.92% -12,360 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 84,492 $8.51M 0.02% +2,829 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 84,123 $8.47M 0.02% -25,478 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 83,875 $8.45M 0.15% +12,041 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 82,210 $8.28M 3.02% -967 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 82,168 $8.27M 0.32% +584 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 80,345 $8.09M 1.95% +11,418 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 79,175 $7.97M 0.57% -181 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 78,955 $7.95M 0.47% -1,883 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 78,749 $7.93M 0.1% +5,164 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 78,406 $7.89M 0.58% +2,236 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 78,292 $7.88M 3.17% +16,431 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 78,118 $7.87M 2.1% +5,345 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 78,032 $7.86M 4.54% -1,800 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 77,580 $7.81M 1.23% +63,650 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 76,378 $7.69M 0.32% -9,795 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 76,509 $7.68M 5.85% +3,357 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 76,058 $7.66M 4.54% -23,339 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 75,265 $7.58M 1.49% +5,435 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 72,505 $7.3M 2.7% -2,168 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 71,538 $7.2M -3,477 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 69,678 $7.02M 0.05% +10,209 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 68,602 $6.91M 0.03% +3,910 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 67,919 $6.84M 1.35% -1,010 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 67,492 $6.8M 1.69% -71,742 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 67,004 $6.75M 2.34% +1,201 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 65,930 $6.64M 0.22% -15,584 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 65,537 $6.6M 1.33% -19,945 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 65,416 $6.59M 0.22% -4,849 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 64,848 $6.53M 3.42% +13,835 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 64,211 $6.44M 0.07% -11,960 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 63,234 $6.37M 0.76% +25,040 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 62,814 $6.32M 0.11% -21,112 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 62,770 $6.31M 0.04% +1,392 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 62,002 $6.24M 0.2% +16,414 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 60,983 $6.14M 0.04% +32,782 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 60,811 $6.12M -2,303 Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 60,451 $6.09M 0.36% -22,403 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 60,325 $6.07M 0.14% +486 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 60,166 $6.06M 2.26% +463 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 59,889 $6.03M 3.39% -13,184 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 59,228 $5.96M 1.76% -2,251 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 58,516 $5.89M 2.37% -44,096 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 57,236 $5.76M 0.66% +7,393 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 57,131 $5.75M 0.95% +5,145 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 56,149 $5.65M 0.04% +297 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 55,901 $5.63M 0.01% +30,477 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 55,813 $5.62M 0.05% -258,127 13F-HR/A Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 54,445 $5.48M 3.51% +23,074 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 54,229 $5.46M 5.31% +1,966 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 53,994 $5.44M 0.14% -11,911 13F-HR/A Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 53,647 $5.4M 0.23% -6,481 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 53,090 $5.35M 1.33% +2,380 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 53,073 $5.34M 3.34% +3,436 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 52,845 $5.32M 0.3% -12,050 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 51,705 $5.21M 0.01% -8,083 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 50,624 $5.1M 0.81% +112 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 50,617 $5.09M 0.05% +1,585 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 49,845 $5.02M 0.47% -6,406 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 49,625 $5M 0.24% -1,089 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 49,575 $4.99M 1.07% -23,668 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49,360 $4.97M 0.13% +4,638 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 49,148 $4.95M 0.71% +5,096 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48,528 $4.89M <0.01% +360 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 48,041 $4.84M 0.1% +1,667 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 47,763 $4.81M 0.01% -1,635 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 46,611 $4.69M 1.5% +21,911 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,100 $4.64M 0.11% +829 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 45,729 $4.6M 0.08% +5,319 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 45,332 $4.56M 0.2% +5,821 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 45,282 $4.56M 0.53% +354 13F-HR/A Timeline CIM, LLC More: the full row for CIM, LLC 43,980 $4.43M 0.58% +363 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 43,972 $4.43M 0.01% +5,843 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 43,374 $4.37M 0.12% -2,540 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 43,201 $4.35M 2.33% -49,423 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 42,837 $4.31M 2.26% +3,610 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 42,120 $4.24M 3.28% +2,232 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 41,965 $4.23M 0.8% +464 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 41,902 $4.22M 2.32% +1,938 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 41,544 $4.18M 0.37% +785 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 41,484 $4.18M 1.13% +300 13F-HR Timeline Clear Point Advisors Inc. 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