JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,053,342 $207M 0.01% -2,913,068 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,675,974 $181M 0.21% new 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/ 1,762,453 $119M 0.01% +135,341 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,209,495 $81.8M 0.02% +221,859 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,060,062 $73.1M 0.51% +460,062 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 953,967 $64.5M 0.01% -12,237 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 738,110 $49.9M 0.01% -69,644 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 696,246 $47.1M 9.93% +695,185 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 621,645 $42M 0.06% +487,176 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 613,613 $41.5M 0.98% -13,724 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 536,624 $36.3M <0.01% +53,097 13F-HR/A Timeline Group GUARDIAN POINT CAPITAL, LP in group GUARDIAN POINT CAPITAL, LP More: the full row for GUARDIAN POINT CAPITAL, LP 475,000 $32.1M 9.94% +175,000 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 462,030 $31.3M 0.5% +59,890 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 442,290 $29.9M 2.84% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 418,252 $28.3M 0.03% -126,894 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 382,936 $25.9M 0.03% -17,714 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 315,845 $21.4M 0.01% +63,373 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 305,697 $20.7M 4.57% -2,254 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 304,416 $20.6M 4.16% +46,818 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 267,341 $18.1M <0.01% +37,747 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 251,229 $17M 0.02% +43,750 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 242,213 $16.4M 0.69% +29,006 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 242,170 $16.4M 1.52% -85,153 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 227,025 $15.4M 0.02% -60,864 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 221,479 $15M 0.09% +60,111 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 213,259 $14.4M <0.01% -27,549 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 202,335 $13.7M 0.66% -49,303 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 202,119 $13.7M 0.18% -49,519 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 164,832 $11.1M <0.01% +28,700 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 164,812 $11.1M 1.27% +1,495 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 162,119 $11M 0.18% -1,643 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 150,288 $10.2M 0.04% +20,720 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 149,453 $10.1M 0.08% +18,074 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 146,143 $9.89M 0.02% +72,926 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 142,003 $9.61M 0.03% +31,318 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 133,250 $9.01M 1.72% -938 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 119,411 $8.08M 0.25% -19,254 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 102,825 $6.96M 0.01% +81,696 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 99,895 $6.76M 1.28% -14,905 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 97,913 $6.62M 4.1% -4,011 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 91,873 $6.21M <0.01% +58,576 13F-HR/A Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 89,285 $6.04M 1.12% +11,842 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 88,575 $5.99M 0.06% +55,121 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 88,543 $5.99M <0.01% -74 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 85,119 $5.76M 0.3% +22,052 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 77,768 $5.55M 0.01% +2,480 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 80,862 $5.47M 1.16% -18,217 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 72,504 $5.42M 1.1% +7,112 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 77,994 $5.28M 1.01% +11,556 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 77,000 $5.21M 5.01% -23,000 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 76,291 $5.16M 2.78% +48,388 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 68,240 $4.62M 1.41% -10,723 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 66,206 $4.48M 0.01% -1,468 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 59,959 $4.06M 1.17% -14,651 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 59,525 $4.03M 0.01% +126 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 52,875 $4.02M 0.55% 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 58,691 $3.97M 0.36% -1,420 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 58,064 $3.93M +1,066 Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 58,064 $3.93M 1.41% +27,774 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 56,310 $3.81M 0.06% -5,201 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 56,107 $3.78M 1.61% -8,207 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 55,907 $3.78M 0.23% +640 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 55,600 $3.76M 0.4% -5,100 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 55,325 $3.74M 0.01% +47,822 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 54,765 $3.7M 0.08% +4,566 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 54,453 $3.68M 1.33% -10,749 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 53,159 $3.6M 1.24% -27,845 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 51,689 $3.5M <0.01% +27,832 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 51,183 $3.46M 0.02% +23,944 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 49,590 $3.35M 7.94% +1,043 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 49,483 $3.35M 0.01% -7,317 13F-HR/A Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 49,164 $3.33M 0.56% +1,185 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 48,510 $3.28M 2.35% +565 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 47,248 $3.2M 2.89% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 45,834 $3.1M 1.15% +15,789 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 45,258 $3.06M 0.11% +9,010 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 44,792 $3.03M 0.46% -2,785 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,520 $3.01M <0.01% +31,789 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 44,001 $2.98M 0.1% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 40,843 $2.76M 0.1% -26,038 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 39,626 $2.68M 0.02% new 13F-HR Timeline Group Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 37,123 $2.51M 0.66% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,278 $2.5M <0.01% -7,619 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 34,138 $2.31M 0.03% +4,500 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 34,000 $2.3M 0.33% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 32,366 $2.19M -1,102 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,793 $2.15M 0.04% +1,086 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,336 $2.12M 0.02% +4,386 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 30,750 $2.08M 0.15% -2,132 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 30,424 $2.06M 0.04% -3,768 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 30,105 $2.04M 0.14% -11,280 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,834 $2.02M 0.04% +16,655 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,767 $2.01M 0.05% +271 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 29,696 $2.01M <0.01% 0 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 29,433 $1.99M 0.37% +6,135 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 29,406 $1.99M 0.09% -2,483 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 29,371 $1.99M 1.07% -13,400 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29,215 $1.98M 0.16% -369 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 28,958 $1.96M 0.48% -1,789 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 28,136 $1.9M 1.36% -7,888 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 27,404 $1.85M 0.2% -777 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,899 $1.82M <0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 26,879 $1.82M 0.03% +15,620 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 26,500 $1.79M 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 26,205 $1.77M 0.53% -1,685 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 26,000 $1.76M 0.93% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 24,780 $1.68M 0.49% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 24,715 $1.67M 1.08% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 24,509 $1.66M 0.15% -13,600 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 24,397 $1.65M 0.44% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 23,742 $1.61M 0.01% 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,692 $1.6M 0.02% -1,479 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,600 $1.53M <0.01% 0 13F-HR/A Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 22,183 $1.5M 0.03% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 21,903 $1.48M 1.08% +6,603 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 21,886 $1.48M 0.76% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,437 $1.45M 0.02% +491 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 21,363 $1.44M 0.22% -818 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,215 $1.43M 0.11% -2,018 13F-HR Timeline Security National Bank More: the full row for Security National Bank 20,534 $1.39M 0.2% +66 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 20,405 $1.38M 0.59% +3,243 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 20,271 $1.37M 0.85% +248 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 19,884 $1.34M 1.36% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 19,306 $1.31M 0.04% +472 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 12,671 $1.31M 1.14% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 19,208 $1.3M 0.01% +9,345 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 18,889 $1.28M 0.01% -241,722 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,741 $1.27M <0.01% -2,600 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 18,699 $1.26M 0.14% +5,243 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 18,533 $1.25M 0.14% +633 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 18,500 $1.25M 0.07% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,150 $1.23M <0.01% -1,000 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 17,954 $1.21M 0.43% 0 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 17,908 $1.21M 0.44% -2,349 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 17,773 $1.2M 0.53% -17,742 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 17,739 $1.2M 0.55% 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 17,529 $1.19M 0.96% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 17,483 $1.18M 0.32% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,207 $1.16M <0.01% +1,112 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,140 $1.16M 0.34% -1,777 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 17,064 $1.15M 0.8% -665 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,934 $1.15M 0.02% +5,256 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,692 $1.13M 0.01% -15,086 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 16,292 $1.1M 0.2% -9,074 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 15,997 $1.08M 0.94% +1,719 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 15,534 $1.05M 0.97% -1,091 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,931 $1.01M <0.01% +685 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 14,307 $968K 0.42% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 14,244 $963K 0.31% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 13,887 $939K 0.38% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,785 $932K 0.09% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,745 $932K <0.01% +4,952 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,659 $924K 0.01% +1,047 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,737 $911K <0.01% +1,611 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 13,457 $910K 0.43% -5,471 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 13,401 $906K 0.95% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,164 $890K 0.03% +1,363 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 12,931 $875K 0.03% -19,617 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,863 $870K 0.04% +1,635 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,855 $870K 0.03% +3,235 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,684 $858K <0.01% +7,212 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 12,460 $843K 0.11% +3,587 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 12,450 $842K 0.21% 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,237 $828K 0.32% -1,619 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,570 $783K 0.04% -76 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 11,550 $781K 0.06% +3,800 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 11,503 $778K 0.49% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 11,500 $778K <0.01% -1,180 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,455 $775K 0.13% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,273 $763K 0.09% +1,655 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,237 $760K <0.01% +683 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,693 $750K 0.02% +2,373 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,085 $750K 0.1% +2,237 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 10,927 $739K 0.6% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,771 $729K <0.01% -302 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,769 $728K 0.02% +134 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,737 $726K 0.07% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10,577 $715K 0.45% -845 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,238 $693K 0.02% +3,237 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,208 $690K 0.05% -3,223 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,187 $689K 0.01% +7,665 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 10,106 $684K 0.45% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,176 $664K 0.01% +1,548 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,641 $652K 0.04% -636 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,630 $651K 0.01% +1,438 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,441 $639K 0.03% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,424 $637K 0.05% -1,057 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,411 $637K 0.03% new 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,062 $613K 0.01% +28 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 9,054 $612K 0.35% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 8,700 $588K 0.56% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,646 $585K <0.01% +1,019 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,561 $579K 0.15% +96 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,489 $574K <0.01% +1,253 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,456 $572K 0.28% -562 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,371 $566K 0.01% +396 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,350 $565K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,313 $562K <0.01% +1,838 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,308 $562K 0.01% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,434 $561K 0.37% -475 13F-HR Timeline