Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 9,119,806 $1.76B 0.33% -203,460 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,462,884 $1.44B -227,662 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,457,233 $1.44B 0.56% +402,719 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,829,868 $885M 8.48% -23,049 13F-HR Timeline National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 3,265,000 $630M 5.66% +182,000 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,110,518 $600M 0.04% +304,914 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,933,060 $566M 0.46% +368,544 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,515,521 $486M 0.25% -70,311 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,394,226 $462M 0.03% +132,414 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 2,230,663 $431M 4.45% -2,261,817 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,201,585 $425M 0.16% +421,792 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,771,739 $342M 6.3% -19,536 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,597,517 $308M 0.08% +68,935 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,262,644 $244M 0.22% +410,340 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,236,817 $239M 0.46% +104,900 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/ 1,134,149 $219M 0.02% +154,539 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,125,021 $217M 0.42% -505,103 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,109,694 $214M +357,316 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,071,038 $207M 0.84% +17,236 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 903,692 $174M 0.39% +169,512 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 860,358 $166M 0.24% +225,699 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 839,751 $162M 7.28% +29,093 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 818,020 $158M 3.18% +624,340 13F-HR Timeline 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 747,926 $144M 0.03% -292,524 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 667,653 $129M 0.03% -48,107 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 609,966 $118M 0.71% -83,042 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 578,345 $112M 0.73% +271,551 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 553,298 $107M +18,407 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 477,830 $92.2M 0.31% +23,057 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 463,120 $89.4M 0.99% -33,880 13F-HR Timeline Group Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 439,582 $84.8M 16.39% -79 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 422,453 $81.5M 3.58% -2,110 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 422,451 $81.5M 6.46% -20,631 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 411,699 $79.5M 2.15% +30,046 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 404,024 $78M 3.68% +3,658 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 383,439 $74M 0.12% +23,036 13F-HR Timeline Group TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 383,000 $73.9M 6.63% -107,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 370,713 $71.6M 0.15% -10,057 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 362,242 $69.9M 5% +17,387 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 283,371 $54.7M 0.27% +59,460 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 282,559 $54.5M 0.07% +189,021 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 251,852 $53.3M 0.12% 0 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 264,800 $51.1M 0.11% +235,700 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 253,891 $49M 0.17% -32,673 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 251,553 $48.6M <0.01% +190,594 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 245,549 $47.4M 0.45% +32,480 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 244,230 $47.1M 0.29% -5,083 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 242,673 $46.8M 4.73% -23,200 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 242,572 $46.8M 4.02% +72 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 236,381 $45.6M -11,509 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 233,056 $45M 0.36% +29,615 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 230,802 $44.5M 17.33% -5,403 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 230,640 $44.5M 0.52% +27,169 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 220,000 $42.5M 4.82% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 202,093 $39M 2.59% +2,518 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 193,733 $37.4M 5.13% -102,668 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 192,102 $37.1M 4.5% +1,190 13F-HR/A Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 191,973 $37.1M 4.33% -5,837 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 186,703 $36M 5.13% +8,313 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 174,652 $33.7M 0.05% -14,916 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 171,710 $33.1M 2% -3,954 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 171,392 $33.1M 0.08% -6,327 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 167,462 $32.3M 3.24% +23,864 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 163,184 $31.5M 2.19% +677 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 161,094 $31.1M 6.04% +761 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 160,441 $31M 14.12% +6,076 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 152,904 $30.4M 5.06% +35,230 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 152,697 $29.5M 2.71% -4,121 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 152,111 $29.4M 4.48% +6,934 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 146,581 $28.3M 8.05% +3,419 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 146,338 $28.2M 5.42% +10,473 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 144,210 $27.8M 13.03% -41,213 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 144,061 $27.8M 0.22% -2,056 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 143,811 $27.8M 0.08% -6,408 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 137,597 $26.6M 3.34% +4,506 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 137,126 $26.5M 7.15% +8,128 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 132,584 $25.6M 9.15% +5,905 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 131,028 $25.3M 1.47% +1,076 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 127,989 $24.7M 6.93% -10,933 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 127,639 $24.6M 0.03% +81,659 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 126,431 $24.4M 8.89% +10,105 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 124,509 $24M 2.23% +15,249 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 122,993 $23.7M 0.21% -18,790 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 122,869 $23.7M 3.5% +17,631 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 122,172 $23.6M 7.15% +4,642 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 120,816 $23.3M 2.57% +15,742 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 120,716 $23.3M +38,606 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 120,330 $23.2M 0.14% +5,465 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 118,655 $22.9M 7.84% +52,544 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 113,109 $21.8M 22.33% +5,429 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 112,233 $21.7M 6.8% +4,939 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 112,194 $21.7M 17.45% +5,650 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 111,576 $21.5M 3.32% -542 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 111,363 $21.5M 2.52% +22,169 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 110,088 $21.2M 3.58% -85 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 110,021 $21.2M 4.09% +13,315 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 109,488 $21.1M 5.09% -2,416 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 107,305 $20.7M 13.43% -8,165 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 104,514 $20.2M 0.94% +1,305 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 103,273 $19.9M 1.54% +2,451 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 98,840 $19.2M 2.58% +5,100 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 96,160 $18.6M 0.26% +1,704 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 96,029 $18.5M 3.24% +1,831 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 94,665 $18.3M 0.54% -1,165 13F-HR/A Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 93,922 $18.1M 1.77% +6,715 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 92,953 $17.9M 1.12% +11,552 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 91,434 $17.6M 4.28% -856 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 90,583 $17.5M 0.33% +56,860 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 90,275 $17.4M 8.36% +5,381 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 89,937 $17.4M 8.47% +3,026 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 89,411 $17.3M 0.12% -3,361 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 89,157 $17.2M 1.45% +904 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 88,468 $17.1M 9.22% -13,202 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 87,402 $16.9M 0.3% -283,720 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 81,452 $16.5M 4.2% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 85,159 $16.4M 0.07% +72,650 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 84,537 $16.3M 0.36% -2,093 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 83,221 $16.1M 0.16% -34,740 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 83,221 $16.1M 0.16% -34,740 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 83,145 $16M 3.29% +53,227 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 82,109 $15.8M 0.72% 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 80,698 $15.6M 2.96% +6,882 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 79,892 $15.4M 10.99% -56,573 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 78,977 $15.2M 0.23% +62,612 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 78,126 $15.1M 9.33% +2,649 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 77,743 $15M 0.3% +6,099 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 76,736 $14.8M 5.77% +2,728 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 75,824 $14.6M 1.49% +2,058 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 75,021 $14.5M 0.02% -1,010 13F-HR Timeline Group Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 74,595 $14.4M 7.88% -3,388 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 73,635 $14.2M 1.73% +458 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 73,618 $14.2M 0.58% -2,610 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 70,213 $13.6M 0.59% +25,195 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 70,054 $13.5M 4.29% +680 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 69,013 $13.3M 0.33% -3,837 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 68,644 $13.3M 2.05% +7,051 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 68,286 $13.2M 0.46% -12,028 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 67,348 $13M 0.16% -130,423 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 67,325 $13M 0.04% -162,000 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 67,204 $13M 4.25% -398 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 67,000 $12.9M 0.84% 0 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 65,505 $12.6M 8.03% -92 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 65,358 $12.6M 2.2% +8,138 13F-HR/A Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 65,270 $12.6M 5.12% +4,973 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 64,159 $12.4M 0.39% +35,004 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 63,869 $12.3M 1.66% -334 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 61,961 $12M 0.49% +8,571 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 60,317 $11.6M 0.69% +5,738 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 58,120 $11.2M 9.91% +2,546 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 57,393 $11.1M 0.3% -14,028 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 56,114 $10.8M 0.41% +181 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55,559 $10.7M 5.63% +2,845 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 55,117 $10.6M 0.03% +25,966 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 54,389 $10.5M 7.7% +9,236 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 53,961 $10.4M 0.15% +7,548 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 52,533 $10.1M 2.52% -3,919 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 52,409 $10.1M 0.01% +6,167 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 52,251 $10.1M 10.45% -1,055 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 51,718 $9.98M <0.01% +16,060 13F-HR/A Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 51,175 $9.88M 7.17% +40,491 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,164 $9.88M <0.01% +819 13F-HR/A Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 49,141 $9.49M 1.78% +4,861 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 47,377 $9.14M 6.26% -410 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 47,143 $9.1M -25,656 Timeline World Investment Advisors More: the full row for World Investment Advisors 46,656 $9.01M 0.23% +3,916 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 46,024 $8.88M 0.14% -2,966 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 45,539 $8.79M 0.62% +11,052 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,129 $8.71M 0.13% +10,005 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 43,905 $8.47M 0.61% +6,356 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 39,573 $8.33M 0.8% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 42,727 $8.25M 3.12% +3,488 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 42,668 $8.24M 1.02% -14,618 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 42,200 $8.15M 0.21% -5,800 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 42,095 $8.13M 0.51% +1,451 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 41,863 $8.08M 0.03% -417 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 41,771 $8.06M 0.09% +3,300 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 41,180 $7.95M 0.01% +29,737 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 40,982 $7.91M 1.6% +8,516 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40,400 $7.8M 0.73% -1,645 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 16,267 $7.74M 1.08% +14,088 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 39,790 $7.68M 7.27% +1,104 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 39,475 $7.62M 5.65% +1,297 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 39,264 $7.58M 2.26% -1,131 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 39,179 $7.56M 3.73% -3,857 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 38,723 $7.47M 0.01% +10,157 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 38,380 $7.41M 0.02% +7,641 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 38,277 $7.39M 0.14% -92 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 38,031 $7.34M 4.79% +2,440 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 37,808 $7.3M 0.06% +4,333 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 37,033 $7.15M 6.22% -251 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 36,933 $7.13M 4.07% +3,220 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 36,803 $7.1M 1.37% +1,858 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 36,458 $7.04M 0.27% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 36,412 $7.03M 0.19% +3,175 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 36,389 $7.02M 0.66% -58 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 36,350 $7.02M 0.56% +19,745 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 21,361 $6.92M 1.7% -36,670 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 35,598 $6.87M 2.43% -6,186 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 35,286 $6.81M 0.01% new 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 35,222 $6.8M 3.04% +14,205 13F-HR Timeline