Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 11,197,565 $2.66B 0.26% -456,082 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,526,183 $2.5B 0.66% -199,708 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,388,195 $1.76B -2,350 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,764,517 $1.13B 7.63% +16,845 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,134,354 $982M 0.06% -232,846 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,694,937 $878M 0.54% +30,739 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,415,137 $791M 0.38% +635,757 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,189,189 $758M 0.23% +252,193 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,748,266 $656M 0.15% +270,510 13F-HR/A 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 2,691,000 $639M 4.92% +57,000 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,576,146 $612M 6.71% +520,102 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. 2,235,446 $531M 0.31% -28,715 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,217,040 $527M 0.56% +120,112 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,080,865 $494M 0.03% +140,106 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,942,336 $462M 3.91% -194,437 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,743,076 $414M 0.08% +456,274 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 1,500,663 $357M 2.16% -1,276,000 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,175,381 $279M 0.39% +48,414 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/ 1,170,927 $278M 0.02% -21,633 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,007,267 $239M 0.35% -78,260 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,003,302 $239M 7.6% +69,141 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 895,507 $213M 1% -8,570 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 886,351 $211M 0.04% +50,421 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 852,166 $204M 0.45% -319,739 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 841,158 $200M 2.14% +817,611 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 823,000 $196M 2.28% +436,000 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 821,445 $195M 1.03% +243,100 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 803,930 $191M 0.12% -11,554 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 746,482 $177M 0.25% +254,292 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 735,987 $175M -24,794 Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 1,245,263 $162M +623,418 Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 655,388 $156M 2.62% +270,945 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 613,454 $154M 11.31% +25,490 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 497,553 $118M 0.14% +40,254 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 480,372 $114M 0.12% +96,332 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 441,361 $112M 5.41% -2,033 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 443,314 $105M 0.27% +55,298 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 441,718 $105M 3.91% -933 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 438,348 $104M 1.43% +54,252 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 424,408 $97.6M 0.08% +8,667 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 402,000 $95.5M 0.77% -15,000 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 390,837 $92.9M 0.26% -48,479 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 386,700 $91.9M 0.08% +361,700 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 377,396 $89.7M 16.47% +340,575 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 359,351 $85.4M 0.1% +31,540 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 354,132 $84.1M 0.22% +16,182 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 353,436 $84M +17,670 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 344,553 $81.9M 1.04% +2,324 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 290,204 $81.4M 10.87% +30,808 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 317,576 $75.5M 0.6% +29,283 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 312,615 $74.3M 2.83% +28,257 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 286,321 $72.4M 0.47% -16,084 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 300,039 $71.3M 8.31% +1,352 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 291,465 $69.3M 0.32% +5,707 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 287,831 $68.4M 18.44% +18,183 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 279,062 $66.3M 1.03% +15,010 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 266,867 $63.4M 2.45% +2,733 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 263,000 $62.5M 6.9% -120,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One Day In July LLC More: the full row for One Day In July LLC 261,249 $62.1M 4.97% +12,008 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 259,607 $61.7M 0.14% +47,597 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 234,688 $55.8M 0.2% +69,883 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 227,469 $54.1M 0.23% +1,988 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 226,706 $53.9M 0.03% -83,092 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 222,614 $52.9M 0.07% +11,817 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 220,323 $52.4M 2.33% +96,049 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 217,138 $51.6M 17.75% +4,804 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 216,296 $51.4M 0.01% -277,670 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 223,502 $51.4M <0.01% +90,277 13F-HR/A Timeline Group Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 215,245 $51.1M 36.69% +185,181 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 213,731 $50.8M 5.56% -19,630 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 213,128 $50.6M 15.72% +2,327 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 201,639 $47.9M 2.7% +4,549 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 201,037 $47.8M 0.09% +26,957 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 194,905 $46.3M 4.95% +1,746 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 193,372 $45.9M 0.09% -23,408 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 187,473 $44.5M 4.55% +6,216 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 179,046 $42.5M 0.58% +54,688 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. 178,361 $42.4M -543,045 Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 178,141 $42.3M +3,441 Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 171,661 $40.8M 1.37% +37,196 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 168,823 $40.1M 0.02% +21,344 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 165,987 $39.4M 8.43% +11,647 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 165,422 $39.3M +12,518 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 159,278 $37.8M 2.83% +6,913 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 157,863 $37.5M 9.91% +11,148 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 155,379 $36.9M 5.14% -468 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 154,458 $36.7M 2.83% -7,226 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 152,725 $36.3M 0.09% +81,300 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 152,480 $36.3M 0.11% -18,195 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 152,199 $36.2M 9.8% -2,379 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 149,033 $35.9M 6.37% -138 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 149,900 $35.6M 3.51% +4,491 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 149,843 $35.6M 0.19% -53,716 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 147,234 $35M 1.9% +1,498 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 147,205 $35M 3.32% -39,533 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 146,787 $34.9M 1.68% -2,162 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 143,582 $34.1M 10.28% -542 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 142,992 $34M 4.93% +14,419 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 142,718 $33.9M 0.17% +2,663 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 141,851 $33.7M 2.21% +2,537 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 141,616 $33.7M 1.08% +2,742 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 141,222 $33.6M 0.16% -1,279 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 138,415 $33.3M 0.31% +52,684 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 139,872 $33.2M 4.3% -1,841 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 135,829 $32.3M 0.27% +69,760 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 135,246 $32.1M 8.49% +4,333 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 134,325 $31.9M 7.33% +432 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 134,065 $31.9M 0.04% +60,819 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 133,367 $31.7M 3.79% +166 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 130,761 $31.1M 0.08% +20,761 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 130,252 $31M 0.03% +6,491 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 127,215 $30.2M 1.8% +1,942 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 124,413 $29.6M 5.52% +110,581 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 122,659 $29.1M 4.77% +6,062 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 95,238 $28.9M 3.38% -50,314 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 121,547 $28.9M 4.25% +11,726 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 121,295 $28.8M 0.31% +43,961 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 120,899 $28.7M 8.05% -501 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 119,459 $28.4M 0.32% +21,660 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 119,217 $28.3M 3.52% +99,268 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 118,730 $28.2M 5.62% +2,030 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 117,991 $28M 0.01% +88,141 13F-HR/A Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 117,919 $28M 11.82% +4,412 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 117,571 $27.9M 4.1% +5,132 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 117,543 $27.9M 18.94% +2,481 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 112,808 $26.8M 6.59% +6,363 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 112,440 $26.7M 0.43% +4,538 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 110,105 $26.5M 0.45% +14,880 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 111,412 $26.5M 9.59% +3,295 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 110,811 $26.3M 1.42% +9,023 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 110,646 $26.3M 1.85% -16,371 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 110,640 $26.3M 3.87% +13,900 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 89,914 $26.2M 0.73% +8,508 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 108,554 $25.8M 3.08% +97,859 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 108,314 $25.7M 0.47% -7,975 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 107,614 $25.6M 2.44% -15,435 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 107,469 $25.5M 12.45% +2,133 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 106,626 $25.3M 10.39% +1,766 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 106,290 $25.3M 2.09% +150 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 102,308 $24.3M 9.04% +53,395 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 98,878 $23.5M 0.33% -21,752 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 98,804 $23.5M 0.02% +14,424 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 98,485 $23.4M 6.44% +34,831 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 97,388 $23.1M 4.23% +5,695 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 96,357 $22.9M 5.56% +2,720 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 95,854 $22.8M 0.35% +26,825 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 95,493 $22.7M 4.03% -3,476 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 94,726 $22.5M 5.34% -9,597 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 94,563 $22.5M 0.27% +5,834 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 93,782 $22.3M 0.83% +20,865 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 83,751 $22.2M 2.46% +14,065 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 92,843 $22.1M 0.14% +6,821 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 91,849 $21.8M 2.88% +2,865 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 91,046 $21.6M 3.45% +74,163 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 90,001 $21.4M 0.34% +3,794 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 975,584 $20.2M 11.42% +20,786 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 82,247 $19.5M 1.07% -398 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 82,000 $19.5M 2.99% -60,000 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 80,695 $19.2M 0.41% +442 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 79,927 $19M 0.31% +13,051 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 79,236 $18.8M 2.98% -172 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 79,160 $18.8M 0.14% -137,073 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 77,480 $18.4M 9.17% +1,157 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 77,268 $18.4M 1.53% +159 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 77,088 $18.3M 0.1% +8,822 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 77,005 $18.3M 0.36% +3,965 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 76,743 $18.2M 2.6% +29,896 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 76,176 $18.1M 0.42% -90,692 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 76,059 $18.1M 8.95% -759 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 75,849 $18M 0.59% -688 13F-HR Timeline Group Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 75,830 $18M 1.85% -58 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 74,200 $17.6M 0.96% +5,605 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 73,736 $17.5M 5.12% +70,692 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 73,291 $17.4M 3.18% +5,996 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 72,728 $17.3M 0.43% +154 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 71,510 $17M 11.41% -7,503 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 64,600 $17M 10.93% +3,740 13F-HR Timeline StoneCrest Wealth Management, Inc. 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