LPL Financial LLC More: the full row for LPL Financial LLC 1,264,638 $115M 0.03% +90,149 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,095,075 $99.3M 0.01% -5,468 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,033,790 $93.7M 0.02% -21,493 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 724,401 $65.7M 9.39% -32,234 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 357,385 $32.4M -36,648 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 264,176 $24M 0.46% +1,008 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 243,597 $22.1M 9.34% -5,289 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 215,474 $19.5M 0.09% +6,352 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/ 197,400 $17.9M <0.01% +63,317 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 192,048 $17.4M 0.52% -9,060 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 160,530 $14.6M 1.38% +2,181 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 149,620 $13.9M 1.81% +1,924 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 147,301 $13.4M 7.53% +6,771 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 144,403 $13.1M 0.11% +4,488 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 144,392 $13.1M 5.36% +4,477 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 141,882 $12.9M 0.09% +7,333 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 138,386 $12.5M 1.67% -10,221 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 133,003 $12.1M 2.35% -18,275 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 130,742 $11.9M 3.2% +14,010 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 122,198 $11.1M 0.36% -5,568 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 111,139 $10.1M 3.97% +8,441 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 109,192 $9.9M 0.04% -21,289 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 99,648 $9.04M 1.17% +5,366 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 98,109 $8.9M 0.02% -2,522 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 95,496 $8.81M 0.01% -3,363 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 94,969 $8.61M 0.01% -14,680 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 85,316 $7.74M 0.99% +2,931 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 72,810 $6.63M 6.29% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 64,597 $5.86M 0.04% +436 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 64,161 $5.82M 0.02% +6,168 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,930 $5.62M 0.01% +6,194 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,030 $4.81M 0.01% +2,384 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 50,121 $4.54M 0.24% +9 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 45,981 $4.17M 1.81% +2,189 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,329 $3.93M <0.01% +2,796 13F-HR/A Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 42,631 $3.87M 2.58% +210 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,043 $3.72M 0.01% -152 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 39,313 $3.56M 1.23% -307 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,817 $3.43M 0.01% +3,038 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 33,143 $3.01M 0.05% -2,638 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,275 $2.93M 0.07% +208 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 31,906 $2.89M <0.01% +451 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 30,562 $2.77M 0.13% +1,640 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 27,417 $2.49M 2.27% +470 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 26,677 $2.42M 0.22% -111 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,374 $2.39M <0.01% -26,548 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 25,348 $2.3M 0.11% +1,583 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 24,812 $2.25M 0.06% -5,792 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 24,512 $2.22M 0.48% +1,025 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,460 $2.22M 0.04% +612 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 22,780 $2.06M <0.01% +1,150 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 22,530 $2.05M 0.03% +10,891 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,395 $2.03M <0.01% +1,175 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,027 $2M <0.01% -10,677 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 20,914 $1.9M 0.54% -13,460 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,445 $1.76M <0.01% -937 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,954 $1.63M 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,241 $1.47M <0.01% -227 13F-HR Timeline Group Stanich Group LLC More: the full row for Stanich Group LLC 16,114 $1.46M 1.1% -517 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 15,893 $1.44M 0.6% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,991 $1.36M 0.03% +13,921 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,604 $1.32M 0.01% -23 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,506 $1.31M 0.15% +100 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,853 $1.26M 0.02% new 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,502 $1.22M 0.13% +318 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 13,470 $1.22M 0.23% -413 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 13,127 $1.19M 0.05% +554 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,395 $1.12M 0.06% -698 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,248 $1.11M 0.04% -99,323 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,783 $1.07M 0.05% +8 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,657 $1.06M <0.01% -35 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,789 $978K <0.01% +9,904 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,446 $947K 0.01% +547 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,657 $876K <0.01% +1,333 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,771 $795K <0.01% -78 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,487 $770K <0.01% +170 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,973 $723K <0.01% +4,710 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,358 $576K 0.02% -43 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,270 $569K <0.01% -176 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 5,753 $522K 0.04% +323 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,713 $518K 0.02% -492 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,460 $495K 0.21% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,385 $488K 0.01% -1,468 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,365 $486K 0.07% -75 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 5,085 $461K 0.47% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,637 $434K 0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,585 $416K <0.01% -136 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,486 $407K 0.02% -94 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,394 $398K 0.03% +79 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,072 $369K 0.1% -26 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,835 $348K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,799 $344K <0.01% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,734 $339K 0.25% +52 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,682 $334K 0.03% -516 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,610 $327K <0.01% -165 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,502 $317K 0.12% +67 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,419 $310K <0.01% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,283 $298K 0.01% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,100 $281K 0.06% +43 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,012 $273K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,868 $260K 0.02% -2,098 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,868 $260K <0.01% -2,098 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,808 $255K 0.02% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,784 $252K 0.01% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,500 $227K 0.16% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,489 $226K 0.08% -78 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,248 $204K 0.05% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,025 $184K 0.03% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,810 $164K <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,275 $116K 0.03% -120 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,217 $110K <0.01% +226 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,110 $101K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 950 $86.1K <0.01% 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 947 $85.8K <0.01% -101 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 905 $82K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 861 $78.1K <0.01% -7 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 782 $70.9K <0.01% +370 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 729 $66.1K <0.01% -25 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 698 $63.3K <0.01% -47 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 414 $37.5K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 395 $36K <0.01% +5 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 252 $22.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250 $22.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 237 $21.5K <0.01% -5 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 204 $18.5K <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 200 $18.2K <0.01% +169 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 199 $18.1K <0.01% +54 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 165 $15K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 157 $14.2K <0.01% -128 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 145 $13.1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 122 $11.1K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 114 $10.7K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 112 $10.1K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 84 $7.63K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50 $4.53K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 39 $3.54K <0.01% -33 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29 $2.63K <0.01% new 13F-HR/A Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18 $1.63K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10 $907 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $907 <0.01% 0 13F-HR Timeline