MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,814,047 $259M 0.02% +432,003 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,851,916 $208M +2,707,370 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,835,496 $98.9M 0.07% -31,423 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,153,055 $62.1M 0.01% +133,932 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 983,367 $53M <0.01% -86,763 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 961,495 $51.8M 0.01% +152,028 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 697,228 $37.6M 0.01% +36,503 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 475,437 $25.6M 0.56% -14,188 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 470,703 $25.4M 14.97% +55,055 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 421,801 $22.7M 0.35% -36,326 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 419,368 $22.6M 0.01% +20,251 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 403,392 $21.7M <0.01% +26,983 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 321,927 $17.3M 0.02% +7,370 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 272,694 $14.7M 0.87% +42,629 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 271,113 $14.6M 0.03% -128,110 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 270,264 $14.6M 0.77% +14,100 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 268,329 $14.5M 0.18% +13,824 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 248,283 $13.4M 0.82% +11,424 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 227,812 $12.3M 2.99% +12,373 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 218,405 $11.8M 2.14% -17,891 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 205,014 $11M 2.43% +590 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 189,568 $10.2M 0.01% +146,848 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 186,095 $10M 0.12% -10,115 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 184,166 $9.92M 0.01% +11,612 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 177,224 $9.55M 0.07% -8,996 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 172,567 $9.3M 0.99% +6,961 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 155,282 $8.37M 0.01% +6,432 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 153,980 $8.29M 1.4% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 148,098 $7.98M 0.13% +13,747 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 146,259 $7.88M 0.6% +8,442 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 141,841 $7.64M 3.68% +15,424 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 132,300 $7.13M 0.89% -1,987 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 124,435 $6.7M 0.08% +669 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 119,020 $6.41M 0.02% +9,010 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 109,265 $5.89M 0.01% new 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 108,630 $5.85M 0.99% -7,867 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 100,996 $5.44M 0.01% -2,924 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 98,151 $5.29M 0.37% +15,011 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 94,920 $5.11M 0.53% -4,267 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 93,987 $5.06M <0.01% -32,538 13F-HR/A Timeline Group Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 92,373 $4.98M 0.83% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 87,376 $4.71M 0.06% +2,827 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 78,986 $4.25M 0.05% +4,227 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 73,114 $3.94M 0.09% -2,845 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 72,660 $3.91M 0.41% +4,510 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 69,793 $3.76M 2.48% +42,007 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 69,569 $3.75M 0.71% +692 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 67,802 $3.65M 0.02% +14,476 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 66,273 $3.57M 0.02% +66 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 63,114 $3.4M 0.01% -178,264 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 62,536 $3.37M 0.38% +13,648 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 59,621 $3.21M <0.01% +5,570 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 57,045 $3.07M 0.41% +396 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 54,758 $2.95M 0.81% +4,700 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 53,625 $2.89M 0.04% +7,277 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,431 $2.77M 0.01% -3,477 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 50,283 $2.71M 1.46% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 49,740 $2.68M 0.06% +2,000 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 48,627 $2.62M 0.05% -2,282 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 48,571 $2.62M 0.41% +445 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 48,564 $2.62M 0.19% -2,474 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 47,156 $2.54M <0.01% +12,880 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,140 $2.25M 0.02% -5,783 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 40,970 $2.21M 1.58% -9,190 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,920 $2.2M 0.05% +346 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 39,725 $2.14M 0.06% -2,220 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 39,457 $2.13M <0.01% -148 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 36,366 $1.96M 0.01% +637 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 36,009 $1.94M 2.35% +9,973 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,907 $1.88M 0.01% +5,220 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 35,135 $1.86M 0.06% -675 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 34,571 $1.86M <0.01% +3,040 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 33,941 $1.83M 0.32% +6,494 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 32,555 $1.75M 0.93% -5,193 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,397 $1.75M 0.03% +10,658 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,897 $1.66M <0.01% +1,139 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,302 $1.58M 0.01% -179 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,653 $1.54M <0.01% +20,000 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 28,210 $1.52M 0.1% -3,358 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 27,845 $1.5M 0.12% +412 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,031 $1.46M <0.01% +20,915 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 26,706 $1.44M 0.18% +1,405 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,192 $1.41M <0.01% -1,753 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,114 $1.41M 0.05% +903 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 26,021 $1.4M 0.09% -3,600 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,156 $1.36M 0.02% +1,355 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,634 $1.35M <0.01% +805 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 24,374 $1.31M 0.29% +3,021 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 24,060 $1.3M 0.29% -432 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 22,673 $1.22M 0.74% +608 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 22,111 $1.19M 0.39% +4,137 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,091 $1.19M 0.03% 0 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,586 $1.16M <0.01% -1,749 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 21,319 $1.15M 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 21,293 $1.15M +15,503 Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 20,846 $1.12M 0.04% +5,107 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 19,580 $1.05M 0.9% +583 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,557 $1.05M 0.03% +167 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 19,509 $1.05M 0.49% +1,284 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,839 $1.01M 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,625 $1M <0.01% +7,127 13F-HR Timeline Group LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 17,879 $963K 0.4% +337 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,509 $943K 0.05% +395 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 17,459 $941K 0.23% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,534 $928K <0.01% +4,358 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,922 $916K 0.01% -1,529 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 16,400 $883K 0.73% -400 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16,174 $871K 0.11% -576 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,250 $869K 0.06% +2,097 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,971 $860K 0.13% +399 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 15,509 $835K 0.37% +212 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,006 $808K 0.02% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,565 $731K <0.01% +110 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,409 $722K <0.01% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,063 $704K 0.16% -1,163 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 13,000 $700K <0.01% -1,400 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,874 $694K 0.01% -145 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,626 $680K 0.1% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,510 $674K 0.2% +496 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,384 $667K 0.08% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,106 $652K 0.09% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,490 $619K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,704 $617K 0.4% -331 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,094 $606K <0.01% -5,221 13F-HR/A Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 11,007 $593K 0.23% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,777 $581K 0.01% -234 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 10,704 $577K 0.29% -568 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 10,345 $557K 0.58% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,300 $555K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,120 $545K 0.02% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,663 $521K 0.04% +35 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,538 $514K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,497 $512K 0.01% +173 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,438 $508K 0.05% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 9,379 $505K 0.02% -709 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,151 $493K 0.03% -19 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 8,903 $480K 0.13% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,971 $477K 0.01% +1,671 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,645 $466K 0.02% -645 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,389 $452K 0.15% +674 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 8,211 $442K 0.15% +3,729 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 7,962 $429K 0.14% -28 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,852 $423K 0.01% -79 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,581 $408K 0.03% +2,000 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,437 $401K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,435 $401K <0.01% -914 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 7,327 $395K 0.24% -2,116 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,317 $394K 0.02% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,312 $394K <0.01% -27 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,200 $388K <0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,085 $382K 0.09% -112 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,786 $366K 0.04% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 6,744 $363K 0.29% -2,568 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 6,530 $352K 0.04% +99 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,230 $336K 0.22% +805 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,114 $329K <0.01% -726 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,041 $325K 0.02% -13,114 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,961 $321K 0.09% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 5,883 $315K 0.13% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,823 $314K <0.01% new 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,668 $313K 0.07% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,808 $313K <0.01% -96 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,750 $310K 0.04% -336 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,628 $303K <0.01% +473 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 5,500 $296K 0.29% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,420 $292K 0.02% -310 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,418 $292K 0.02% +120 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,372 $291K 0.01% -18,816 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,294 $285K 0.03% +50 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,286 $283K 0.02% -14 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,236 $282K 0.02% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,167 $278K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,120 $276K <0.01% +2,163 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,946 $266K 0.1% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,855 $262K 0.01% new 13F-HR Timeline Group REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 4,850 $261K 0.2% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,706 $254K 0.07% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,555 $245K 0.13% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,502 $243K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,363 $238K 0.01% -34 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,112 $222K 0.05% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,063 $219K <0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,950 $213K 0.02% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3,921 $211K 0.12% -8,976 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,850 $207K 0.01% -2,450 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 3,731 $200K 0.17% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,291 $177K <0.01% +59 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. 3,250 $175K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. 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