LPL Financial LLC More: the full row for LPL Financial LLC 1,302,470 $125M 0.03% +10,228 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,064,134 $102M 0.01% +11,898 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 618,501 $59.4M 9.64% +5,522 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 595,929 $57.2M 0.01% -406,560 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 469,577 $45.1M +35,554 Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 310,781 $29.8M 0.47% +21,552 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 247,899 $23.8M 9.41% +3,566 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 229,378 $22M 0.1% +17,686 13F-HR Timeline CX Institutional More: the full row for CX Institutional 219,118 $21M 0.61% -102,297 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/ 215,964 $20.7M <0.01% +9,768 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 156,893 $15.1M 1.29% -3,637 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 154,827 $14.9M 0.09% +6,732 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 151,649 $14.6M 0.11% +3,496 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 151,649 $14.6M 5.45% +3,496 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 149,024 $14.5M 1.8% +11,753 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 149,823 $14.4M 7.25% +4,864 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 143,056 $13.7M 0.39% +14,601 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 140,309 $13.5M 0.01% +117,893 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 136,092 $13.1M 1.66% -1,864 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 134,597 $12.9M 1.54% -1,186 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 109,830 $10.7M 3.94% +743 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 99,291 $9.53M 0.01% +1,706 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 95,653 $9.18M 1.08% -675 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 91,875 $8.82M 0.03% -22,174 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 91,725 $8.81M 0.01% -908 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 87,503 $8.4M 0.83% -3,019 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 75,849 $7.36M 0.01% -3,305 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 75,374 $7.24M 0.01% -10,762 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 69,242 $6.65M 6.45% -2,370 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 60,694 $5.83M 0.04% -3,128 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,678 $5.83M 0.01% +9,410 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 52,770 $5.07M 0.87% -75,586 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52,639 $5.05M <0.01% +3,081 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 50,581 $4.86M 0.3% +1,019 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 50,096 $4.81M 0.06% +12,612 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,801 $4.49M <0.01% +35,770 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 43,724 $4.2M 2.6% +221 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 41,527 $3.99M 1.49% -474 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 39,767 $3.82M 1.54% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,365 $3.59M <0.01% -40 13F-HR/A Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 37,049 $3.56M 1.16% -1,729 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 37,711 $3.52M 2% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,842 $3.44M <0.01% -117 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 35,111 $3.37M 0.11% +3,371 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,830 $3.25M <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,647 $3.13M 0.07% +372 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 28,534 $2.74M 0.04% -683 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 27,496 $2.64M 0.27% +405 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 26,344 $2.53M 2.16% -188 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 26,315 $2.53M <0.01% +3,262 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 22,153 $2.13M 0.48% +453 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,069 $2.12M <0.01% +4,450 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 22,063 $2.12M 0.43% -1,026 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,458 $2.06M <0.01% +18,959 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,844 $2M 0.04% -3,675 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,620 $1.98M <0.01% +446 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 20,560 $1.97M 0.01% +692 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18,984 $1.82M 0.02% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 18,953 $1.82M 1.15% +3,165 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,034 $1.54M 0.14% +1,720 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 15,936 $1.53M 0.58% +17 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,847 $1.52M 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,452 $1.48M 0.03% -347 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,002 $1.44M 0.06% +1,058 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,581 $1.4M 0.14% +175 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,342 $1.38M <0.01% +5,663 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,290 $1.37M 0.01% -168 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,973 $1.15M 0.06% +199 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,459 $1.1M 0.05% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,230 $982K 0.04% -3,568 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,083 $968K <0.01% +202 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,980 $958K 0.01% +356 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,964 $957K <0.01% +104 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 8,623 $842K 0.63% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,308 $798K 0.04% -5,006 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,519 $626K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,280 $613K +1,796 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,287 $604K <0.01% +688 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,252 $600K <0.01% +733 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,119 $588K <0.01% -71 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,033 $579K 0.03% +17 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,826 $559K 0.02% -521 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,621 $539K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,580 $536K 0.02% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,460 $524K 0.18% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 5,460 $524K 0.4% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 5,060 $486K 0.45% +77 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,765 $458K 0.05% -200 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 4,719 $453K 0.38% -35 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,394 $422K 0.02% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,365 $419K 0.15% +263 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,347 $417K <0.01% -15,398 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,337 $416K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,887 $373K 0.03% -5 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,792 $364K 0.23% +58 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,727 $358K 0.01% +211 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,603 $346K <0.01% -147 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,494 $335K <0.01% +73 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,419 $328K <0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,217 $309K 0.13% +708 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,182 $305K <0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,117 $299K 0.01% +1 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,808 $270K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,799 $269K <0.01% -35,193 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,784 $267K 0.01% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,500 $240K 0.15% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,392 $230K 0.09% +29 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,256 $217K 0.01% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,248 $216K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,156 $207K 0.01% -1,991 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 2,143 $206K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,125 $204K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,092 $201K <0.01% +1,685 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,025 $194K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,110 $107K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,066 $102K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 950 $91.2K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 914 $87.7K <0.01% +14 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 855 $82.1K <0.01% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 782 $75.1K <0.01% -273 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 739 $71K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 698 $67K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 654 $62.8K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 635 $60.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 597 $57.4K <0.01% -132 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 497 $47.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 446 $42.8K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 426 $40.9K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 414 $39.8K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 395 $38K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 373 $35.5K <0.01% -596 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 355 $34.1K 0.02% -845 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 336 $32.2K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 252 $24.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250 $24K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 237 $22.8K <0.01% -27 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 199 $19.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 165 $15.8K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 145 $13.9K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 113 $10.9K <0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 92 $8.83K <0.01% -36 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 85 $8.14K <0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 73 $7.01K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 61 $5.86K <0.01% -61 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 61 $5.86K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50 $4.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 39 $3.75K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 29 $2.8K <0.01% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 26 $2.47K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $961 <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10 $960 <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2 $192 <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $54 <0.01% -199 13F-HR Timeline Group