LPL Financial LLC More: the full row for LPL Financial LLC 1,292,242 $121M 0.03% +27,604 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,052,236 $98.1M 0.01% -42,839 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,002,489 $93.5M 0.02% -31,301 13F-HR/A Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 612,979 $57.2M 9.97% -111,422 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 434,023 $40.5M +76,638 Timeline CX Institutional More: the full row for CX Institutional 321,415 $30M 0.91% +129,367 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. 289,229 $27M 0.49% +25,053 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 244,333 $22.8M 9.57% +736 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 211,692 $19.7M 0.09% -3,782 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/ 206,196 $19.2M <0.01% +8,796 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 156,114 $14.6M 0.16% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 160,530 $14.6M 1.44% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 148,153 $13.8M 0.12% +3,750 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 148,153 $13.8M 5.55% +3,761 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 144,959 $13.5M 7.33% -2,342 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 148,095 $13.4M 0.09% +6,213 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 135,783 $13.3M 1.65% -13,837 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 137,956 $12.9M 1.8% -430 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 137,271 $12.8M 2.31% +6,529 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 128,455 $12M 0.38% +6,257 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 128,356 $12M 2.35% -4,647 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 114,049 $10.6M 0.04% +4,857 13F-HR/A Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 109,087 $10.2M 4.11% -2,052 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 96,328 $9.29M 1.14% -3,320 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 97,585 $9.1M 0.02% -524 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 92,633 $8.64M 0.01% -2,336 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 90,522 $8.44M 1.01% +5,206 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 86,136 $8.03M 0.01% +24,206 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,154 $7.46M 0.02% -16,342 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 78,878 $7.36M 0.02% +14,717 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 71,612 $6.93M 6.61% -1,198 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 63,822 $5.95M 0.04% -775 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 51,268 $4.78M 0.01% -1,762 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 49,562 $4.62M 0.32% -559 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 49,558 $4.62M <0.01% +6,229 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 43,503 $4.06M 2.74% +872 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 42,886 $4M <0.01% new 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 42,001 $3.92M 1.66% -3,980 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 39,288 $3.66M 0.09% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 38,778 $3.62M 1.31% -535 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,992 $3.55M 0.01% +175 13F-HR Timeline Group RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 37,711 $3.52M 2% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 37,484 $3.5M 0.05% +14,954 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,405 $3.49M 0.01% -3,638 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,959 $3.35M <0.01% +4,053 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,275 $3.01M 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 31,740 $2.96M 0.11% +1,178 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 29,217 $2.73M 0.04% -3,926 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 27,091 $2.53M 0.32% +414 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 26,532 $2.47M 2.3% -885 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,519 $2.29M 0.04% +59 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 24,422 $2.28M 0.06% -390 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23,089 $2.15M 0.48% -1,423 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 23,053 $2.15M <0.01% +273 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 22,416 $2.09M <0.01% -3,958 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 21,700 $2.02M 0.52% +786 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,174 $1.88M <0.01% +729 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 19,868 $1.85M 0.01% +6,015 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,745 $1.84M <0.01% -2,650 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18,984 $1.77M 0.03% +1,030 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,619 $1.64M <0.01% +1,378 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 15,919 $1.48M 0.61% +26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,799 $1.47M 0.03% +808 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 15,788 $1.47M 1.12% -326 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,458 $1.37M 0.01% +9,073 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,406 $1.34M 0.15% -100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,314 $1.34M 0.15% +812 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,944 $1.3M 0.07% +1,549 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 13,798 $1.29M 0.06% +671 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,314 $1.24M 0.06% -12,034 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,774 $1.07M 0.07% -9 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,031 $1.03M <0.01% -626 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,881 $922K <0.01% +1,394 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,860 $920K <0.01% +203 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,624 $898K 0.01% -822 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,679 $809K <0.01% +706 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,347 $592K 0.02% -11 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,190 $577K <0.01% -80 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 6,016 $561K 0.04% +263 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,580 $543K 0.02% -133 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,599 $522K <0.01% +1,800 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,519 $515K <0.01% +934 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,460 $509K 0.21% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 5,460 $509K 0.54% 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 4,983 $465K 0.49% -102 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,965 $463K 0.06% -400 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 4,754 $443K 0.6% 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,484 $425K -153 Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,394 $410K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,147 $387K 0.02% -339 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,102 $383K 0.16% +600 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,892 $363K 0.03% +210 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,750 $350K <0.01% -85 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,734 $348K 0.25% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,516 $328K 0.01% +233 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,421 $319K <0.01% -189 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,419 $319K <0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,116 $291K 0.01% +104 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,858 $267K 0.05% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,808 $262K 0.02% -60 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,808 $262K <0.01% -60 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,808 $262K 0.01% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,784 $260K 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,509 $234K 0.11% +20 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,500 $233K 0.16% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,499 $233K <0.01% new 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 2,363 $220K 0.1% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,256 $210K 0.01% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,248 $210K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,025 $189K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,200 $112K 0.02% -75 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,110 $104K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,055 $98.4K <0.01% +273 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 950 $88.6K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 969 $87.7K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 900 $83.9K <0.01% -47 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 729 $68K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 698 $65.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 497 $46.4K <0.01% +260 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 426 $39.7K <0.01% new 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 414 $38.6K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 407 $37.1K <0.01% -10,382 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 395 $36K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 364 $34.4K <0.01% +250 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 264 $24.6K <0.01% 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 252 $23.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250 $23.3K <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 $18.7K <0.01% 0 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 199 $18.6K <0.01% 0 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 145 $13.5K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 131 $12.2K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 128 $11.9K <0.01% -29 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 122 $11.4K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 112 $10.4K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 84 $7.85K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 73 $6.81K <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 61 $5.69K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50 $4.66K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 39 $3.64K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 27 $2.53K <0.01% -177 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18 $1.68K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10 $933 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $933 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 5 $466 <0.01% new 13F-HR Timeline