Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 18,974,344 $1.01B 0.19% -2,819,083 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 5,609,283 $299M 12.52% -77,107 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 5,392,638 $287M 9.74% +11,689 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,925,975 $263M 0.02% -235,383 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,824,745 $151M 0.06% -703,656 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,632,669 $140M 0.03% +372,297 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/ 1,570,325 $83.7M 0.01% -243,206 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,217,760 $64.9M 0.02% -152,902 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,206,490 $64.3M 0.01% +72,789 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,081,225 $57.6M 0.11% -19,027 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,006,410 $53.7M 0.13% -27,541 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 986,930 $52.6M 12.52% +2,665 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 980,582 $52.3M 2.47% -27,936 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 930,254 $49.6M 1.46% -148,616 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 910,476 $48.5M 0.08% +44,570 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 792,983 $42.3M 20.98% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 666,266 $35.5M 1.35% +19,559 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 632,485 $33.7M 6.07% +6,948 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 621,414 $33.1M 0.2% -14,609 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 531,621 $28.3M +40,664 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 518,882 $27.7M 0.86% +47,579 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 496,794 $26.5M 7.44% -55,886 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 483,329 $25.8M 0.01% -333,842 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 481,887 $25.7M 0.09% -25,500 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 443,925 $23.7M 1.66% -12,161 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 440,557 $23.5M 1.3% +11,094 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 412,775 $22M 0.32% -32,515 13F-HR Timeline Group DAIDO LIFE INSURANCE CO More: the full row for DAIDO LIFE INSURANCE CO 403,056 $21.5M 2.91% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 371,597 $19.8M 0.04% -52,165 13F-HR Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 350,120 $18.7M 4.68% -184 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 329,550 $16.9M 2.64% +1,873 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 303,484 $16.2M 0.05% +8,028 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 296,014 $15.8M <0.01% +10,977 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 289,052 $15.4M 0.02% -6,102 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 275,287 $14.7M 0.51% +38,002 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 274,792 $14.5M 0.01% +39,487 13F-HR/A Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 267,603 $14.3M 2.25% -16,303 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 265,140 $14.1M 3.52% +38,710 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 258,493 $13.8M 0.45% +16,610 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 235,876 $12.6M 8.76% -1,592 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 224,621 $12M 0.56% +44,503 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 213,953 $11.4M 0.01% -128,314 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 211,069 $11.3M 0.13% +1,459 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 202,137 $10.8M 0.68% -31,124 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 198,748 $10.6M <0.01% -4,718 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 190,182 $10.1M 2.82% +9,291 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 177,707 $9.47M <0.01% -68,990 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 172,983 $9.22M 0.01% -51,416 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 161,664 $8.62M -78,884 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 160,753 $8.57M <0.01% -35,232 13F-HR/A Timeline Group Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 159,234 $8.49M 5.25% -3,481 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 159,019 $8.48M 0.63% -3,237 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 138,612 $7.32M 0.68% +1,581 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 129,602 $6.91M 0.78% -62,420 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 122,778 $6.55M 1.16% +5,934 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,780 $6.39M 0.01% +14,246 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 114,801 $6.12M 1.65% -5,969 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 97,723 $5.21M 0.03% +19,762 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 97,368 $5.19M 1.17% -37,821 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 96,641 $5.15M 0.01% -4,422 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 92,995 $4.96M 2.87% -157,090 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 92,906 $4.95M 0.23% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 85,590 $4.56M 1.39% -5,512 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 83,593 $4.46M 0.01% -928 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 77,569 $4.14M 0.09% -290 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 82,993 $4.07M 1.76% -46 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 75,237 $4.01M 3.94% -14,442 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 70,310 $3.75M 0.36% -27,445 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 68,286 $3.64M 0.03% -9,701 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 66,473 $3.54M 1.01% -4,740 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 65,482 $3.43M 0.04% -20,626 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 63,171 $3.37M 0.05% +15 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 61,147 $3.26M 0.13% -60,200 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 60,921 $3.25M 1.34% -3,074 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 59,392 $3.17M 0.06% +51,250 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 58,415 $3.11M 0.23% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 56,911 $3.03M 0.96% -2,717 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 56,174 $2.99M 0.3% -7,688 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 56,143 $2.99M 0.05% -717 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 55,554 $2.96M 0.09% -6,833 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 52,252 $2.79M 1.49% -7 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 51,544 $2.75M <0.01% +12,392 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 51,426 $2.74M 0.15% +806 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 47,375 $2.53M 1.27% -719 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 46,842 $2.5M 0.07% -22,705 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 46,803 $2.5M 0.17% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 45,826 $2.44M -15,354 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,389 $2.42M <0.01% -2,516 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 43,813 $2.34M 0.07% +2,870 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 43,516 $2.32M 0.06% -5,382 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 39,795 $2.23M 0.55% -33,481 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 41,520 $2.21M 0.1% -2,233 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 41,149 $2.19M 0.04% +15,024 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 41,088 $2.19M 1.47% -117 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 41,031 $2.19M 0.61% -4,090 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,418 $2.15M <0.01% -2,083 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 40,078 $2.14M 1.05% -2,652 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 39,950 $2.13M 0.01% -188 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 39,411 $2.1M 0.16% -20,429 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 39,151 $2.09M 0.65% -24,970 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,480 $1.96M <0.01% 0 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 36,214 $1.93M <0.01% -6,636 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 36,078 $1.92M 0.28% -151,639 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 35,678 $1.9M 2.5% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 33,169 $1.73M 0.06% -580 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 31,990 $1.71M 0.11% -2,440 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 31,113 $1.66M 0.79% -3,321 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 30,828 $1.64M 0.4% +455 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 30,609 $1.63M 1.4% -229,916 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 29,903 $1.59M 1.42% -7,568 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 28,484 $1.52M 0.15% +2,559 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,190 $1.5M 0.04% -1,727 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 28,132 $1.5M <0.01% +1,359 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 27,986 $1.49M 0.29% -6,233 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 26,416 $1.41M 0.06% -11,437 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 25,681 $1.39M 0.03% 0 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 25,545 $1.36M 0.59% +812 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 25,473 $1.35M 0.01% +4,397 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 24,740 $1.32M 0.05% +3,898 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 24,334 $1.3M 1.32% -762 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 24,328 $1.3M 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24,064 $1.28M 0.02% +52 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 23,827 $1.27M 0.46% -3,429 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,807 $1.27M <0.01% -23,953 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 21,442 $1.14M 0.97% +153 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/ 21,407 $1.14M <0.01% +581 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 20,831 $1.11M 0.61% -21,480 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 20,748 $1.11M 0.69% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 20,301 $1.1M 0.28% -8,440 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,752 $1.05M <0.01% -27,271 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 18,680 $996K 0.26% -514 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,440 $983K 0.04% +2,443 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18,355 $978K <0.01% +73 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,634 $940K 0.03% -2,056 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,465 $931K 0.01% +477 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,045 $909K 0.09% -562 13F-HR/A Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 16,795 $895K 0.24% -27,626 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,330 $871K 0.03% new 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 16,052 $856K 0.46% -1,729 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,006 $853K 0.04% -7,720 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 15,025 $801K 0.75% -276 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 14,391 $767K 0.2% +350 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 14,282 $761K 0.25% -851 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 14,242 $759K 0.11% +5,024 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,478 $719K 0.01% -8,106 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 13,403 $715K 0.22% -500 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,181 $703K <0.01% -1,055 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 13,173 $702K 0.52% -6,889 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,033 $695K 0.09% +1,479 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 12,772 $681K 0.61% -7,854 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,287 $655K 0.47% -8,660 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,990 $639K 0.14% -500 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 11,814 $630K 0.46% -301 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,380 $607K 0.27% +6,087 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 11,319 $603K 0.36% -3,506 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,755 $573K 0.02% +1,881 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,821 $533K 0.17% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,283 $495K 0.37% +879 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,075 $484K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 9,075 $484K <0.01% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,063 $483K <0.01% +4,536 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 9,046 $482K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,986 $479K 0.01% +839 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 8,787 $468K 0.01% -1,333 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8,204 $437K 0.33% -10 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 8,137 $434K 1.35% -805 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,966 $425K 0.01% -236 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,884 $420K 0.05% -906 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,696 $410K <0.01% +1,570 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,650 $408K 0.03% -652 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,608 $406K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,418 $395K <0.01% -868 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,416 $395K -7,057 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,159 $382K 0.02% -35,610 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,788 $362K 0.01% -2,297 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,665 $355K 0.02% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,408 $342K 0.02% -3 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,362 $339K 0.12% +2,269 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,300 $336K 0.15% -300 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,198 $330K <0.01% -2,898 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,993 $319K <0.01% -1,259 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 5,945 $317K 0.08% +545 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,840 $311K 0.02% -81,911 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,562 $306K 0.04% +1,304 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 5,545 $296K 0.11% -446 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,520 $294K 0.08% -8,155 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,446 $290K 0.03% +1,424 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,344 $285K 0.06% -1,634 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,242 $279K 0.01% -89 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,113 $273K 0.02% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,106 $272K <0.01% -179 13F-HR/A Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,951 $264K 0.19% -610 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,863 $259K 0.02% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,733 $252K <0.01% -479 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,665 $249K 0.17% -226 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,631 $247K 0.02% -371 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,501 $240K <0.01% -394 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,468 $238K 0.02% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,436 $236K <0.01% 0 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,423 $236K 0.15% 0 13F-HR Timeline