Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 11,185,021 $2.76B 0.44% +350,190 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,765,868 $2.41B 0.7% +971,490 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,496,159 $1.85B -120,798 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,820,745 $1.19B 0.07% +1,390,244 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,776,771 $1.18B 8.55% -40,680 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,882,663 $959M 7.31% +22,000 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,598,711 $889M 0.59% +231,965 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,623,734 $648M 0.21% +146,301 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 2,505,000 $619M 4.7% -450,000 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. 2,348,060 $580M 0.35% -78,962 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,309,059 $571M 0.13% +422,032 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,285,296 $561M 0.38% +469,957 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,177,166 $538M 4.39% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,953,292 $483M 0.03% -54,129 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,860,900 $459M 6.06% +7,228 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,820,917 $450M 0.52% +362,415 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 1,523,993 $377M 1.71% new 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/ 1,205,687 $298M 0.02% +26,235 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,129,960 $281M 0.43% +10,744 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,087,105 $269M 0.35% +46,996 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,020,987 $242M 0.34% -11,005 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 924,520 $228M 0.13% +904,626 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 888,907 $220M 7.54% -28,651 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 841,478 $208M -418,995 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 830,262 $205M 1.01% +55,322 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 789,798 $195M 0.03% +40,709 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 773,225 $191M 0.03% +560 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 727,568 $180M 0.49% +161,632 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 645,580 $160M 0.5% -14,678 13F-HR Timeline Group Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 643,000 $159M 17.64% -557,000 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 578,345 $143M 0.79% 0 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 534,635 $132M -105,652 Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 533,537 $132M 0.23% -689,353 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 519,590 $128M 0.02% +195,541 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 504,041 $125M 0.33% +434 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 439,084 $109M 3.92% +10,718 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 425,348 $105M 0.14% +20,755 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 425,120 $105M 0.93% -18,500 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 408,487 $101M 0.16% +26,903 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 401,956 $99.3M 5.34% +32,129 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 383,000 $94.6M 8.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Composition Wealth, LLC More: the full row for Composition Wealth, LLC 353,156 $87.3M 1.31% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 349,654 $86.4M 1.32% new 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 332,599 $82.2M 0.04% -26,537 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 307,238 $75.9M 0.09% +13,042 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 300,067 $74.2M 9.64% +299,368 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 294,755 $72.8M 0.09% +2,888 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 291,295 $72M 0.53% +19,098 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 287,565 $71.1M +25,958 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 281,155 $69.5M 0.63% +233,341 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 279,434 $69.1M 0.62% +25,689 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 279,200 $69M 0.11% +272,100 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 273,268 $67.5M 0.2% +35,994 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 259,111 $66.8M 10.69% +5,687 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 265,837 $65.7M 2.66% -2,726 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 258,415 $63.9M 4.1% -175,613 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 255,623 $63.2M 1.05% new 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 255,013 $63M 1.1% -620,847 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 242,572 $59.9M 5.05% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 241,830 $59.8M 5.06% +23,210 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 241,309 $59.6M 0.18% +155,208 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 233,307 $57.7M 10.17% +21,467 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 226,044 $55.9M 0.25% +341 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 221,693 $54.8M 2.9% +12,989 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 215,793 $53.3M 16.9% -6,051 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 213,568 $52.8M 0.1% +201,564 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 210,570 $52M 0.07% +9,672 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 209,886 $51.9M 19.11% +29,323 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 208,184 $51.3M 0.04% +131,398 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 206,555 $51M 5.08% -18,766 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 198,399 $49M 4.17% +3,978 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 198,336 $49M 5.47% -1,029 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 194,626 $48.1M 4.53% +1,695 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 183,390 $45.3M 0.43% -65,558 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 167,637 $41.4M 2.09% -3,786 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 163,229 $40.3M +72,939 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 161,419 $39.9M 1.01% +11,467 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 160,870 $39.8M 0.1% -10,347 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 158,431 $39.2M 5.95% +1,620 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 157,093 $38.8M 0.18% -5,341 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 154,011 $38.1M 0.08% +37,799 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 153,787 $38M 3.81% -153,649 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 152,311 $37.6M 8.34% +2,843 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 150,769 $37.3M 10.37% +60,657 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 150,060 $37.1M 2.78% -1,363 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 149,354 $36.9M 6.21% +1,883 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 148,545 $36.7M 20.02% +112,343 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 144,630 $35.7M 3.73% +4,756 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 144,511 $35.7M 2.42% -18,673 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 144,453 $35.7M 10.24% +5,728 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 142,282 $35.2M 4.65% -8,878 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 142,000 $35.1M 4.32% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 138,602 $34.3M 0.01% +21,269 13F-HR/A Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 137,463 $34M 8.03% -759 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 136,261 $33.7M 10.89% +3,002 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 136,005 $33.6M 0.19% +1,809 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 132,202 $32.7M 9% +11,817 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 130,955 $32.4M 4.8% +7,666 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 129,530 $32M 3.99% +10,730 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 129,017 $31.9M 2.86% +5,949 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 128,300 $31.7M 6.91% -8,941 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 127,179 $31.4M 2.34% +17,528 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 126,926 $31.4M 0.02% +81,390 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 125,136 $30.9M 0.47% -26,948 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 124,662 $30.8M -3,671 Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 123,956 $30.6M 1.51% +14,048 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 121,776 $30.1M 9.65% +52,095 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 120,226 $29.7M 2.81% +2,952 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,934 $29.6M 0.03% +7,081 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 119,000 $29.4M 0.39% +29,000 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 116,940 $28.9M 3.7% +14,772 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 116,369 $28.8M 4.69% -1,904 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 116,234 $28.7M 0.59% -5,152 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 110,892 $28.7M 12.63% +110,023 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 112,661 $27.8M 1.72% +9,244 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 112,462 $27.8M 4.08% +559 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 111,856 $27.6M 18.6% -4,063 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 111,004 $27.4M 0.11% +59,006 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 110,167 $27.2M 7% -7,559 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 109,468 $27.1M 10.92% -18,531 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 108,593 $26.8M 0.06% +744 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 108,414 $26.8M 13.58% -3,223 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 105,496 $26.1M 3.96% +1,594 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 101,215 $25M 0.56% +11,365 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 101,209 $25M 6.14% +7,031 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 98,603 $24.4M 11.04% +11,415 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 98,279 $24.3M 4.81% -336,833 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 98,253 $24.3M 18.46% -23,913 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 97,870 $24.2M 1% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 96,740 $24M 3.55% -4,800 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 96,939 $24M 1.04% +88,264 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 96,743 $23.9M 8.83% +5,503 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 96,647 $23.9M 0.14% +10,572 13F-HR/A Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 92,907 $23M 0.25% -15,901 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 91,824 $22.7M 0.31% +1,113 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 91,151 $22.5M 0.45% +22,080 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 91,093 $22.5M 5.62% -7,345 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 85,988 $22.3M 3.83% -2,922 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 89,895 $22.2M 0.2% +9,306 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 88,287 $21.8M 0.88% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 88,123 $21.8M 0.44% +4,253 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 85,068 $21M 1.82% -48,385 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 84,278 $20.8M 0.69% +10,595 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 83,904 $20.7M 1.4% -1,168 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 82,597 $20.4M 3.94% +852 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 82,522 $20.4M 9.84% +1,600 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 82,821 $20.4M 2.83% +1,495 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 82,292 $20.3M <0.01% -117,812 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 81,708 $20.2M 0.16% +3,420 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 81,633 $20.2M 5.4% +2,190 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 81,525 $20.1M 0.78% -8,746 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 79,013 $20M 12.17% +1,123 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 80,290 $19.8M 0.24% -1,335 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 79,787 $19.7M 0.4% +11,844 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 79,656 $19.7M 1.63% +699 13F-HR Timeline Group Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 78,198 $19.3M 9.36% +3,676 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 78,004 $19.3M 0.94% +4,495 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 76,756 $19M 0.65% +1,362 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 75,350 $18.6M 0.01% +7,207 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 75,277 $18.6M 3.95% +61,113 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 75,006 $18.5M 0.22% +24,904 13F-HR Timeline Group Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 73,702 $18.2M 1.82% +274 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 72,909 $18M 0.64% -3,476 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 72,104 $17.8M 5.6% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 71,430 $17.7M 0.5% +2,914 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 69,674 $17.2M 0.36% +27,501 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 69,637 $17.2M 0.63% +18,856 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 68,434 $16.9M 2.56% +2,891 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 67,482 $16.7M 0.04% +19,135 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 67,367 $16.6M 7.29% +522 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 67,241 $16.6M 1.75% +3,264 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 66,535 $16.6M 7.78% +3,453 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 67,074 $16.6M 4.51% -188 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 65,000 $16.1M 0.94% -1,000 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 64,790 $16M 5.01% -7,232 13F-HR/A Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 64,298 $15.9M 3.79% +17,502 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 63,654 $15.7M 0.24% +35,810 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 63,513 $15.7M 0.1% +7,219 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 62,750 $15.5M 0.33% +3,689 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 62,393 $15.4M 0.91% +18,715 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 61,724 $15.3M 2.53% +16,608 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 60,547 $15M 0.57% +26,745 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 58,673 $14.5M 0.21% +19,979 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 57,425 $14.2M 0.04% -25,800 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 57,239 $14.1M 0.46% -381 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 57,028 $14.1M 0.16% +3,275 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 56,693 $14M 1.05% +2,921 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 56,384 $13.9M 9% +26,929 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55,992 $13.8M 6.12% +2,747 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 55,644 $13.8M 9.81% +55,635 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 55,320 $13.7M 0.24% +13,069 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 55,224 $13.6M 0.01% 0 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 54,012 $13.3M 7.57% +216 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 53,763 $13.3M 8.36% -686 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 52,642 $13M 0.23% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 52,376 $12.9M 9.5% +10,448 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 52,035 $12.9M <0.01% new 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 50,061 $12.8M 2.69% +2,268 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 51,300 $12.7M 8.6% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 50,680 $12.5M 0.96% +47,157 13F-HR Timeline