Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 11,653,647 $2.95B 0.28% +468,626 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,725,891 $2.71B 0.74% +960,023 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,390,545 $1.87B -105,614 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,747,672 $1.2B 8.37% -29,099 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,367,200 $1.1B 0.07% -453,545 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,664,198 $927M 0.59% +65,487 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,098,047 $784M 6.74% +3,005,140 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,936,996 $743M 0.23% +313,262 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,779,380 $703M 0.43% +494,084 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 2,776,663 $702M 4.53% -1,106,000 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 2,634,000 $666M 4.89% +129,000 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,477,756 $627M 0.14% +168,697 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. 2,264,161 $573M 0.31% -83,899 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,136,773 $540M 4.35% -40,393 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,096,928 $530M 0.58% +276,011 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,056,044 $520M 6% +195,144 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,940,759 $494M 0.03% -12,533 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,286,802 $325M 0.06% +497,004 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/ 1,192,560 $302M 0.02% -13,127 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,171,905 $301M 0.41% +41,945 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,126,967 $285M 0.38% +39,862 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,085,527 $275M 0.4% +64,540 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 934,161 $236M 8.25% +45,254 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 904,077 $229M 1.08% +73,815 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 835,930 $211M 0.04% +62,705 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. 815,484 $206M 0.12% -109,036 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 760,781 $192M -80,697 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 721,406 $182M 0.51% +75,826 13F-HR Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 621,845 $157M +87,210 Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 587,964 $149M 11.15% +587,107 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 578,345 $146M 0.76% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 501,567 $127M 0.19% -31,970 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 493,966 $125M 0.02% -25,624 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 492,190 $124M 0.18% +83,703 13F-HR Timeline Group Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 485,000 $123M 14.6% -158,000 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 457,299 $116M 0.14% +31,951 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 443,394 $112M 5.28% +41,438 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 442,651 $112M 3.88% +3,567 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 439,316 $111M 0.27% -64,725 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 415,741 $106M 0.08% +207,557 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 417,000 $105M 0.79% -8,120 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 388,016 $98.1M 0.26% -339,552 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 387,000 $97.9M 1.14% +268,000 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 384,443 $97.2M 1.68% +129,430 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 384,096 $97.1M 1.39% +30,940 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 384,040 $97.1M 0.11% +76,802 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 383,000 $96.9M 8.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Financial, LLC More: the full row for Summit Financial, LLC 342,229 $86.6M 1.27% -7,425 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 337,950 $85.5M 0.23% +96,641 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 335,766 $84.9M +48,201 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 327,811 $82.9M 0.1% +33,056 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 309,798 $78.4M 0.04% -22,801 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 302,405 $76.5M 0.52% +11,110 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 298,687 $75.5M 9.69% -1,380 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 288,293 $72.9M 0.87% +8,859 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 285,758 $72.3M 0.22% +12,490 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 284,358 $71.9M 3.32% +62,665 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 269,648 $68.2M 18.53% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 259,396 $67.6M 10.55% +285 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 264,134 $66.8M 2.68% -1,703 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 264,052 $66.8M 1.06% +8,429 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 249,241 $63M 5.18% +7,411 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 242,572 $61.4M 4.27% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 233,361 $59M 9.96% +54 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 225,481 $57M 0.24% -563 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 216,780 $55.3M 0.1% +3,212 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 216,233 $54.7M 0.46% +32,843 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 212,334 $53.7M 19.03% +2,448 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 212,010 $53.6M 0.12% +144,528 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 210,801 $53.3M 16.66% -4,992 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 210,797 $53.3M 0.07% +227 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 203,559 $51.5M 0.28% +106,912 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 197,090 $49.8M 3.36% -1,309 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 193,159 $48.9M 5.35% -5,177 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 186,738 $47.2M 4.34% -7,888 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 181,257 $45.8M 4.69% -25,298 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 174,700 $44.2M +11,471 Timeline Betterment LLC More: the full row for Betterment LLC 174,080 $44M 0.08% +20,069 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 170,675 $43.2M 0.12% +9,805 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 166,868 $42.2M 1.03% +5,449 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 164,805 $41.7M 0.15% +7,712 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 161,684 $40.9M 3.13% +7,897 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 155,847 $39.4M 5.57% -2,584 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 154,578 $39.1M 10.41% +3,809 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 154,340 $39M 8.33% +2,029 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 152,904 $38.6M +28,242 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 152,365 $38.5M 2.92% +2,305 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 149,171 $37.7M 6.16% -183 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 148,949 $37.7M 1.84% -18,688 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 147,479 $37.3M 0.02% +20,553 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 146,715 $37.1M 10.29% +2,262 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 145,736 $36.9M 1.94% +60,668 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 145,409 $36.8M 3.69% +779 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 145,552 $36.7M 5.7% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 144,124 $36.5M 11.07% +7,863 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 142,501 $36M 0.19% 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 142,000 $35.9M 3.12% 0 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 141,713 $35.8M 4.58% -569 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 140,055 $35.4M 0.19% +4,050 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 139,314 $35.2M 2.23% -119,101 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 138,874 $35.1M 0.63% +76,124 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 133,201 $34.1M 3.94% +3,671 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 134,465 $34M 1.25% +36,595 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 133,893 $33.9M 7.83% -3,570 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 133,225 $33.7M <0.01% +50,933 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 130,913 $33.1M 9.22% -1,289 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 128,573 $32.5M 4.72% -2,382 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 127,017 $32.1M 2.32% -162 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 125,273 $31.7M 1.88% +12,612 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 124,358 $31.5M 0.45% -778 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 124,274 $31.4M 1.41% +318 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 123,761 $31.3M 0.03% +3,827 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 123,049 $31.1M 2.86% +2,823 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 121,400 $30.7M 8.8% -376 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 120,630 $30.5M 0.41% +28,806 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 120,329 $30.4M 0.54% +19,114 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 116,700 $29.5M 6.16% -11,600 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 116,597 $29.5M 4.91% +228 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 116,289 $29.4M 0.55% +55 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 115,062 $29.1M 20.57% +3,206 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 113,507 $28.7M 12.35% +2,615 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 112,439 $28.4M 4.42% -23 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 110,000 $27.8M 0.06% +1,407 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 109,821 $27.8M 4.09% +4,325 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 108,850 $27.5M 10.85% -618 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 108,117 $27.3M 9.41% +11,374 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 107,902 $27.3M 0.46% +104,623 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 106,445 $26.9M 6.71% -3,722 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 106,140 $26.8M 2.01% -38,371 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 105,336 $26.6M 13.04% -3,078 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 105,247 $26.6M 18.22% +6,994 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 104,860 $26.5M 11.18% +6,257 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 104,323 $26.4M 6.26% +3,114 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 102,607 $26M 3.01% -14,333 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 101,788 $25.7M 1.12% +4,849 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 101,022 $25.6M 2.3% -27,995 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 98,969 $25M 4.63% +690 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 97,799 $24.7M 0.28% +22,793 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 97,500 $24.7M 0.2% new 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 96,740 $24.4M 3.98% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 95,225 $24.1M 0.44% +4,074 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 93,637 $23.7M 5.67% +2,544 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 92,070 $23.3M 0.17% +10,362 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 91,693 $23.2M 4.07% +9,096 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 88,984 $22.6M 3.02% +6,163 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 88,729 $22.4M 0.32% +8,439 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 86,207 $21.8M 0.36% +6,420 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 86,022 $21.8M 0.13% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 85,731 $21.7M 0.23% +22,077 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 85,718 $21.7M 5.91% +4,085 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 84,380 $21.3M 0.02% +9,030 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 82,645 $20.9M 1.24% -1,259 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 81,406 $20.6M 0.88% -2,872 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 80,253 $20.3M 0.42% -7,870 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 79,408 $20.1M 2.95% +10,974 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 79,013 $20M 12.17% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 77,334 $19.6M 0.22% +22,014 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 77,109 $19.5M 1.58% +35,037 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 76,818 $19.4M 9.2% -1,380 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 76,537 $19.4M 0.63% -219 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 76,400 $19.3M 3.6% +1,123 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 76,323 $19.3M 9.57% -6,199 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 76,249 $19.3M 0.67% +3,340 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 75,888 $19.2M 1.87% +2,186 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 73,920 $18.7M 1.56% -5,736 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 73,246 $18.5M 0.03% +60,979 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 73,040 $18.5M 0.36% +3,366 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 72,917 $18.4M 0.7% -8,608 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 72,574 $18.4M 0.48% +1,144 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 71,425 $18.1M 0.05% +14,000 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 69,686 $18M 2.46% 13F-HR Timeline StoneCrest Wealth Management, Inc. 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Prosperity Capital Advisors 66,658 $16.9M 1.01% +20,932 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 66,069 $16.7M 0.14% -215,086 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 64,920 $16.4M 2.74% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 64,643 $16.3M 12.32% 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 64,022 $16.2M 9.67% 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 64,000 $16.2M 0.91% -1,000 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 954,798 $16.2M 10.11% +899,154 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 63,912 $16.2M 0.56% -5,725 13F-HR Timeline Investment Planning Advisors, Inc. 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