LPL Financial LLC More: the full row for LPL Financial LLC 11,727,434 $3.55B 0.8% +1,201,251 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,678,658 $2.63B 8.44% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,587,239 $2.3B +199,044 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,160,404 $1.56B 0.08% +1,026,050 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,474,745 $1.36B 8.06% -289,772 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,165,109 $1.21B 0.49% +749,972 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,868,368 $1.17B 0.63% +173,431 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,519,556 $1.07B 7.17% +943,410 13F-HR Timeline Group National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 3,322,000 $1.01B 6.58% +631,000 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,312,693 $1B 0.27% +123,504 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,219,767 $975M 0.08% -7,977,798 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,087,599 $936M 0.19% +339,333 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,073,663 $931M 4.19% +1,573,000 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,385,588 $723M 0.66% +168,548 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,069,185 $627M 0.31% -166,261 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,916,464 $581M 4.34% -25,872 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,864,379 $565M 0.02% -216,486 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/ 1,697,390 $514M 0.03% +526,463 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,469,858 $445M 0.52% +462,591 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,422,385 $431M 0.54% +247,004 13F-HR Timeline Main Management ETF Advisors, LLC group of 3 filers holding More: the full row for Main Management ETF Advisors, LLC 1,293,502 $392M +48,239 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,100,665 $333M 1.53% +205,158 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 1,080,000 $327M 3.18% +257,000 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,002,640 $304M 8.11% -662 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 941,419 $285M 0.05% -801,657 13F-HR Timeline Group 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 891,072 $270M 0.04% +4,721 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 883,746 $268M 0.32% +137,264 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 859,095 $255M 0.43% +6,929 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 821,445 $249M 1.05% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 749,276 $227M +13,289 Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 711,937 $216M 0.12% -91,993 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 687,050 $208M 0.47% +243,736 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 658,384 $199M 0.41% +267,547 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 653,757 $198M 0.97% +336,181 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 643,133 $195M 0.19% +162,761 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 626,388 $187M 0.13% +201,980 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 588,006 $178M 11.51% -25,448 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 484,041 $147M 1.72% +45,693 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 473,609 $143M 0.22% new 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 472,925 $143M 0.31% +320,200 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 454,343 $138M 28.91% +166,512 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 446,330 $135M 0.84% +44,330 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 432,731 $131M 0.84% +400,000 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 425,069 $129M 0.02% +307,078 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 404,491 $123M +51,055 Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 383,004 $116M 18.87% +5,608 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 481,421 $114M 4.65% +40,060 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 377,200 $114M 0.12% +17,849 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 356,488 $108M 1.18% +11,935 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 353,196 $107M 0.18% +159,824 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 327,421 $99.2M 0.3% +92,733 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 298,981 $90.6M 0.04% 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 293,890 $89M 0.17% +34,283 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 289,917 $87.8M 0.52% +3,596 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 296,733 $86.2M 10.85% +6,529 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 294,421 $83.4M 8.79% -5,618 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 273,436 $82.8M 0.38% -18,029 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 272,631 $82.6M 1.14% -6,431 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 267,702 $81.1M 0.1% +45,088 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 267,482 $81M 2.78% +615 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 265,841 $80.5M 5.6% +4,592 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 263,000 $79.7M 7.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 252,056 $76.4M 0.28% +24,587 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 252,021 $76.4M 2.5% -60,594 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 249,211 $75.5M 5.59% +94,753 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 244,300 $74M 0.13% +43,263 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 241,261 $73.1M 40.93% +26,016 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 237,933 $72.1M 2.73% +17,610 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 229,703 $69.6M 0.83% +119,598 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 217,587 $65.9M 18.87% +449 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 213,092 $64.6M 17.58% -36 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 209,490 $63.5M 7.66% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 204,092 $61.8M +25,951 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 203,414 $61.6M 0.04% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 200,988 $60.9M 0.07% +66,923 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 200,772 $60.8M 3.01% -867 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 202,750 $60.2M 6.92% -10,981 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 191,528 $58M 5.63% -3,377 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 190,470 $57.7M 0.7% +11,424 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 190,216 $57.6M 0.04% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 188,652 $57.2M 0.22% +47,430 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 186,222 $56.4M 1.64% +14,561 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 183,409 $55.6M 0.02% +14,586 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 180,750 $54.8M 0.27% +101,590 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 174,478 $52.9M +9,056 Timeline Q3 Asset Management More: the full row for Q3 Asset Management 183,081 $52.7M 9.64% +161,496 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 171,271 $51.9M 0.3% +139,923 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 168,645 $51.1M 14.62% 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 168,538 $51.1M 9.44% +2,551 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 170,157 $50.7M <0.01% -53,345 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 166,207 $50.4M 0.26% +23,489 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 165,171 $50M 0.05% -332,382 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 163,323 $49.5M 0.36% +27,494 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 161,196 $48.8M -17,165 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 157,545 $47.7M 3.17% -1,733 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 156,057 $47.3M 0.15% +3,577 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 155,633 $47.2M 0.22% +5,790 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 154,804 $46.9M 10.63% +2,605 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 153,000 $46.4M 5.89% -2,379 13F-HR/A Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 151,497 $45.9M 4.21% -35,976 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 150,909 $45.7M 7.14% +1,876 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 150,719 $45.7M 3.95% +819 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 150,298 $45.5M 5.77% +7,306 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 149,327 $45.2M 9.95% -8,536 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 148,564 $45M 0.09% +17,803 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 148,542 $45M 11.43% +4,960 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 145,412 $44.1M 12.55% +43,104 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 146,078 $44M 2.11% +18,863 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 144,788 $43.9M 0.7% +3,172 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 144,178 $43.7M 0.34% +5,763 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 141,373 $42.8M 2.43% -478 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 141,092 $42.7M 4.95% +1,220 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 138,941 $42.1M 10.09% +65,205 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 137,829 $41.8M 7.88% +2,583 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 137,298 $41.6M 0.03% +7,046 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 137,024 $41.5M 4.21% +3,657 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 133,370 $40.4M 0.35% +12,075 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 137,553 $39.4M 4.49% +42,315 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 129,254 $39.2M 2.21% +18,608 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 127,139 $38.5M 6.64% +2,726 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 123,304 $37.4M 6.24% +4,574 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 123,215 $37.3M 5.15% +556 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 122,854 $37.2M 8.76% +1,955 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 122,370 $37.1M 3.89% +3,153 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 122,211 $37M 7.69% -12,114 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 121,336 $36.8M 4.71% -211 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 120,688 $36.6M 7.55% +115,031 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 117,955 $35.7M 12.87% +36 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 117,650 $35.6M 6.76% +4,842 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 117,219 $35.5M 0.36% -2,240 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 116,737 $35.4M 4.51% -834 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 115,869 $35.1M 22.1% -1,674 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 113,795 $34.5M 0.53% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 113,417 $34.4M 2.66% -33,788 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 112,053 $33.9M 1.37% +1,242 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 111,422 $33.8M 2.92% +3,808 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 110,441 $33.5M 0.49% -1,999 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 109,025 $33M 4.3% +32,282 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 108,910 $33M 10.79% -2,502 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 108,258 $32.8M 10.9% +106,311 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 107,584 $32.6M 0.02% +8,780 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 110,640 $32.5M 5.03% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 106,951 $32.4M 1.16% +106,915 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 106,778 $32.4M 0.63% +26,083 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 106,000 $32.1M 0.39% +7,122 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 105,037 $31.8M 3.16% -3,517 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 102,620 $31.1M <0.01% -113,676 13F-HR Timeline Group Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 102,476 $31M 13.18% -4,993 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 101,440 $30.7M 7.12% +2,955 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 100,236 $30.4M 4% +21,000 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 99,901 $30.3M 0.32% +5,338 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 99,807 $30.2M 0.11% +94,515 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 99,497 $30.1M 3.84% +8,451 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 97,959 $29.7M 10.95% -8,667 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 97,634 $29.6M 0.41% +1,780 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 96,625 $29.3M 0.62% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 95,196 $28.8M 0.19% +63,604 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 95,124 $28.8M 0.91% +1,342 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 94,765 $28.7M 0.16% +1,922 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 94,409 $28.6M 6.1% -1,948 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 96,404 $28.5M 3.01% +12,653 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 91,944 $27.9M 3.21% +95 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 91,098 $27.6M 4.25% -4,395 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 90,000 $27.3M 0.56% +47,800 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 89,650 $27.2M 3.33% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 89,512 $27.1M 3.76% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 89,343 $27.1M 4.01% -8,045 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 88,774 $26.9M 4.06% +15,483 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 88,281 $26.7M 0.79% -1,633 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 93,116 $26.2M +80,014 Timeline AllGen Financial Advisors, Inc. 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