LPL Financial LLC More: the full row for LPL Financial LLC 1,174,489 $103M 0.03% +133,600 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,100,543 $96.7M 0.01% -32,510 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,055,283 $92.6M 0.02% +90,449 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 756,635 $66.5M 9.22% +21,999 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 394,033 $34.6M -12,425 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 263,168 $23.1M 0.46% +10,785 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 248,886 $21.9M 9.36% -9,920 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 209,122 $18.4M 0.09% +165 13F-HR Timeline CX Institutional More: the full row for CX Institutional 201,108 $17.7M 0.54% +61,066 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 158,349 $13.5M 1.49% -4,451 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 151,278 $13.3M 2.78% -28,083 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 147,696 $13.1M 1.76% -216,466 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 148,607 $13.1M 1.68% -5,372 13F-HR Timeline Group ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 140,530 $12.4M 7.23% +5,778 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 139,915 $12.3M 5.51% +3,041 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 139,915 $12.3M 0.11% +3,041 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 134,549 $11.8M 0.09% +3,805 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/ 134,083 $11.8M <0.01% -7,170 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 130,481 $11.5M 0.05% -768 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 127,766 $11.2M 0.33% +4,478 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 116,732 $10.3M 3.04% -4,648 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 111,571 $9.81M 0.4% +64,220 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 109,649 $9.64M 0.01% -769 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 102,698 $9.03M 3.66% -1,192 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 100,631 $8.85M 0.02% -656 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 98,859 $8.76M 0.01% +1,053 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 94,282 $8.29M 1.14% +9,327 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 82,385 $7.24M 0.97% +1,947 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 64,161 $5.64M 0.04% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 57,993 $5.1M 0.02% -8 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,736 $4.9M 0.01% +461 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 52,922 $4.65M 0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 50,646 $4.45M 0.01% +1,439 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 50,112 $4.41M 0.25% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 43,792 $3.85M 1.76% -490 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 42,421 $3.73M 2.53% +1,224 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,195 $3.62M 0.01% -3,958 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40,533 $3.56M <0.01% +1,098 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 39,620 $3.48M 1.29% -409 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 35,781 $3.15M 0.06% +21,207 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 34,374 $3.02M 0.91% +2,775 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,779 $3.01M <0.01% +62 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 32,704 $2.88M <0.01% +23,273 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,067 $2.82M 0.07% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 31,455 $2.77M <0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 30,604 $2.69M 0.08% -305 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 28,922 $2.54M 0.13% +1,762 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 26,947 $2.37M 2.25% +554 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 26,788 $2.35M 0.23% +2,197 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,848 $2.1M 0.04% -46 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 23,765 $2.09M 0.09% -489 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23,487 $2.06M 0.46% +1,826 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,630 $1.9M <0.01% +422 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,220 $1.87M <0.01% +5,381 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,382 $1.79M <0.01% -39 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,954 $1.58M 0.02% +265 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 16,631 $1.46M 0.9% +376 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,468 $1.45M <0.01% -673 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 15,882 $1.4M 0.61% -737 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,627 $1.29M 0.01% +2,068 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,406 $1.27M 0.14% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 13,883 $1.22M 0.23% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,184 $1.16M 0.13% +118 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,093 $1.15M 0.06% -356 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,573 $1.11M 0.05% -5 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,775 $1.04M 0.05% +47 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,692 $1.03M <0.01% -14,828 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,639 $1.02M 0.01% +7,597 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,899 $870K 0.01% -161 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,849 $778K <0.01% 0 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,324 $732K <0.01% +2,404 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,317 $731K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,853 $602K 0.01% -878 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,446 $567K <0.01% +1,504 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,401 $563K 0.02% -501 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,205 $545K 0.02% -43 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,460 $485K 0.22% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,440 $478K 0.08% -175 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,430 $477K 0.04% +2,350 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,966 $437K 0.04% +819 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,966 $437K <0.01% +819 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,721 $415K <0.01% +772 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,668 $410K 0.15% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,580 $403K 0.02% +1,051 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,315 $379K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,198 $369K 0.03% +59 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,098 $360K 0.1% -327 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,835 $337K <0.01% -2,015 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,775 $332K <0.01% +209 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,682 $324K 0.25% -20 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,435 $302K 0.12% -137 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,419 $301K <0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,350 $294K <0.01% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,283 $289K 0.01% -632 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,263 $287K <0.01% +1,865 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,057 $269K 0.06% -49 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,012 $265K 0.02% +117 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,808 $247K 0.01% -5,838 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,567 $226K 0.09% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,512 $221K <0.01% +30 13F-HR/A Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,500 $220K 0.15% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,025 $178K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,395 $123K 0.03% -50 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,110 $97.6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,070 $94.1K <0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,048 $92.2K <0.01% -4,518 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 991 $87.1K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 905 $79.5K 0.08% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 885 $77.8K <0.01% -28 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 868 $76.3K <0.01% -6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 754 $66.3K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 745 $65.5K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 647 $56.9K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 525 $46.2K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 412 $36.2K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 390 $34.1K <0.01% -30 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 285 $25.1K <0.01% -209 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 252 $22.2K <0.01% -7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250 $22K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 242 $21.3K <0.01% -3 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 204 $17.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 145 $12.7K <0.01% -205 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 145 $12.7K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 122 $10.7K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 106 $9.32K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 87 $7.65K <0.01% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 84 $7.35K <0.01% +38 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 72 $6.33K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 58 $5.1K <0.01% -40 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 51 $4.44K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50 $4.4K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 31 $2.74K <0.01% -321 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $880 <0.01% new 13F-HR Timeline