Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,557,671 $1.35B 0.11% +73,543 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,638,080 $848M 0.19% +39,974 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,724,055 $476M 0.1% -227,374 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,340,730 $427M 0.02% +51,685 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/ 2,261,592 $289M 0.02% +66,655 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,154,797 $275M 2.06% -5,865 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 1,740,482 $222M 0.04% +49,795 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,666,476 $213M 14.15% -10,598 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,231,922 $157M 0.06% +243,378 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,195,593 $153M 0.14% +104,453 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,147,741 $147M 0.17% -54,753 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 957,224 $122M 0.52% -292,016 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 942,746 $120M 0.03% -66,626 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 872,105 $111M 0.02% +86,358 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 832,552 $106M 0.13% +26,070 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 688,862 $88M 2.03% -7,088 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 644,734 $82.4M 0.49% +112,268 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 537,529 $68.7M +9,640 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 456,748 $58.4M 0.27% +163,172 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 423,720 $54.1M 0.01% +126,180 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 389,732 $49.8M -143,957 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 381,264 $48.7M 0.06% -4,374 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 353,559 $45.2M 1.92% +24,530 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 333,763 $42.9M 7.44% -252,834 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 322,460 $41.2M 9.54% +78,748 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 296,838 $37.9M 0.02% +9,431 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 291,325 $37.2M 12.01% +6,686 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 272,048 $34.8M 0.53% 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 252,019 $32.2M 4.36% +2,178 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 248,149 $31.7M 0.5% +13,447 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 233,598 $29.8M 6.2% -85,254 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 232,211 $29.7M <0.01% +18,549 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 228,455 $29.2M 0.06% +43,767 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 227,158 $29M 4.47% -29,077 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 220,752 $28.2M 1.35% +11,110 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 218,171 $28.1M 3.23% -46,530 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 205,291 $26.2M 0.12% +12,058 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 201,381 $25.7M 3.81% +3,175 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 193,496 $24.7M 0.15% +4,756 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 183,897 $23.5M 0.05% +25,581 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 183,408 $23.4M 3.15% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 175,559 $22.4M 6.42% +7,266 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 173,316 $22.1M 4.59% +4,143 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 162,868 $20.8M 0.21% +5,160 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 159,636 $20.4M 0.27% +6,803 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 156,667 $20.1M <0.01% -5,879 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 156,391 $20M 0.67% -1,642 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 149,668 $19.1M 3.72% +4,590 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 142,509 $18.2M 5.88% +1,718 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 142,225 $18.2M <0.01% -9,829 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 142,067 $18.2M 0.05% +13,983 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 132,040 $16.9M 0.33% +11,346 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 125,695 $16.1M 0.14% +4,351 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 109,836 $14M 2.82% +58,348 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 100,084 $12.8M 3.07% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 97,432 $12.4M 1.84% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 96,645 $12.3M 0.75% +3,476 13F-HR Timeline CX Institutional More: the full row for CX Institutional 91,198 $11.7M 0.34% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 90,925 $11.6M 3.27% +552 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 89,476 $11.6M 2.42% +4,326 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 86,318 $11M 6.01% +7,282 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 83,090 $10.6M 3.36% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 81,131 $10.4M 0.01% +2,395 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 75,076 $9.59M 0.2% +278 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 79,115 $9.35M 1.79% +408 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 72,877 $9.31M 0.44% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 71,980 $9.2M 0.09% -1,616 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 69,322 $8.86M 0.01% +4,531 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 68,211 $8.7M 0.04% +51,125 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 67,980 $8.69M 0.01% +27,603 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 65,611 $8.38M 0.04% +859 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 63,756 $8.15M 0.01% -154 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 62,100 $7.93M 0.01% new 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 56,289 $7.19M 0.43% +3,244 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 55,062 $7.03M 0.28% -20 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 54,571 $6.97M 0.01% +43,672 13F-HR Timeline Group Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 54,367 $6.95M 3.11% +8,012 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 54,283 $6.94M 1.7% +3,496 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 53,259 $6.8M 0.24% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,210 $6.8M 0.01% +2,662 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 52,268 $6.68M 0.63% +2,747 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 51,874 $6.63M 0.33% +49 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 50,720 $6.48M 1.84% -55,086 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 49,888 $6.37M 0.03% +1,187 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 47,400 $6.06M 0.01% +1,094 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 47,385 $6.05M 1.51% +698 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 46,073 $5.89M 2.32% +2,905 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 45,959 $5.87M 2.32% +5,254 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 45,523 $5.82M 1.13% -33,164 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 44,763 $5.72M 1.35% -592 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 43,942 $5.61M 1.1% -13,034 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 43,507 $5.56M 0.28% +2,316 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 43,273 $5.53M 0.25% +1,041 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 42,754 $5.46M 0.36% +206 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 42,335 $5.41M 0.36% +210 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 41,790 $5.34M 0.08% +27,900 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 41,107 $5.25M 2.31% -26,320 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,987 $5.24M 0.01% +2,011 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 39,037 $4.99M 1.41% +1,803 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 39,023 $4.99M 0.35% -219 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 38,065 $4.86M 3.65% +487 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,013 $4.86M -1,900 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 37,664 $4.81M <0.01% +16,743 13F-HR Timeline Group Forge Financial Services LLC More: the full row for Forge Financial Services LLC 37,639 $4.81M 0.41% -852 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,961 $4.59M 0.06% +9,343 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 38,506 $4.42M 0.07% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 33,492 $4.28M 0.64% -13 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 33,159 $4.24M 0.56% +14,022 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 33,031 $4.22M 0.58% +30 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,872 $4.2M 0.02% -5,013 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 32,495 $4.15M 0.54% -23 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 32,262 $4.12M 1.33% +11,623 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 30,621 $3.91M <0.01% new 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 29,725 $3.8M 1.82% +5,922 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,198 $3.6M 0.07% -3,153 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 28,023 $3.58M 0.69% +9,280 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,433 $3.38M 0.06% +904 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 25,784 $3.29M -1,176 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 25,400 $3.25M <0.01% +9,179 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 25,232 $3.22M 0.06% -3,625 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,173 $3.22M 0.03% -3,646 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 24,782 $3.17M 0.01% +101 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 24,422 $3.12M 0.11% +1,644 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 23,939 $3.06M 0.3% +10,428 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 23,574 $3.01M 2% +4,663 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 23,446 $3M 1.28% +1,797 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,409 $2.99M 0.03% +2,973 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,598 $2.89M +5,745 Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 21,747 $2.78M 0.94% -44 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 21,724 $2.78M 0.25% -120 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,643 $2.77M 0.03% -37,056 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 21,362 $2.73M 0.79% +78 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,101 $2.57M 0.08% -46,713 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,191 $2.45M 0.04% +863 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 18,366 $2.35M 1.07% -187 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,904 $2.29M 0.21% +1,291 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,096 $2.18M <0.01% +1,626 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,690 $2.13M 0.05% -8,290 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,152 $2.06M 0.1% -1,109 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,924 $2.03M 0.04% -89,149 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,680 $2M 0.09% -223 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,301 $1.95M 0.03% +598 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 15,059 $1.92M 0.13% +2,598 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,770 $1.89M 0.42% +161 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,719 $1.88M 0.02% +181 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,539 $1.86M <0.01% -3,333 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,109 $1.8M 0.01% +755 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,915 $1.78M 0.02% +3,382 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,708 $1.75M 0.13% +488 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,562 $1.73M <0.01% +3,432 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13,548 $1.73M 0.96% +6,041 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,479 $1.72M 0.06% +433 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 13,398 $1.71M 1.64% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,796 $1.63M 0.05% +3,758 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,115 $1.55M 0.03% +94 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11,530 $1.47M 0.24% +2,746 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,403 $1.46M <0.01% -184,647 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,348 $1.45M 0.23% -990 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 11,029 $1.41M 0.78% +300 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,863 $1.39M 0.07% -2,301 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,816 $1.38M <0.01% +6,278 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,675 $1.36M 0.33% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 10,463 $1.34M 0.19% -275 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,391 $1.33M 0.04% -240 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,375 $1.33M 0.02% -6,035 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,158 $1.3M <0.01% 0 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 10,128 $1.29M 0.17% +501 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,122 $1.29M 0.04% +8,113 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,032 $1.28M 0.31% -129 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 9,865 $1.26M 0.8% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,638 $1.23M 0.03% -132 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,238 $1.18M 0.05% +4,270 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 9,193 $1.17M 0.11% +47 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,099 $1.16M 0.03% +715 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,600 $1.1M <0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 8,307 $1.06M <0.01% new 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,113 $1.04M 0.19% +1,972 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,970 $1.02M <0.01% +4,775 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,604 $971K 0.05% -1,870 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,517 $960K <0.01% +38 13F-HR/A Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,362 $941K 0.04% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,353 $939K 0.14% +13 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,318 $935K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,282 $930K 0.1% -6,290 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,600 $843K 0.06% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,492 $829K 0.04% +2,115 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,285 $803K 0.05% +4 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 6,284 $803K <0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,175 $789K <0.01% new 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,988 $789K 0.19% -4,234 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,097 $783K 0.04% -335 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 6,125 $783K 0.7% -2,795 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,927 $757K <0.01% -218 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,766 $737K 0.02% -25 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,617 $718K 0.15% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,548 $709K 0.02% +438 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,439 $695K 0.02% -11 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,426 $693K <0.01% +4,333 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,407 $691K <0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,245 $683K 0.07% 0 13F-HR Timeline