LPL Financial LLC More: the full row for LPL Financial LLC 44,869,616 $1.51B 0.5% +2,637,433 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 29,180,418 $980M 0.17% -12,497,614 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 12,968,096 $435M 5.24% +12,803,930 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,172,046 $342M -90,187 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,915,048 $232M 0.2% -51,448 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,580,940 $187M 1.32% +95,829 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,512,775 $185M 3.11% +474,631 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,407,199 $182M 0.04% +2,537,710 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 5,304,000 $178M 9.73% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,025,502 $169M 0.4% +108,164 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,741,246 $159M 0.01% -358,157 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,737,109 $159M 0.03% +195,511 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,398,143 $147M 19.92% +38,793 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,233,058 $142M 0.05% +145,273 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,053,000 $136M 0.32% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,015,141 $135M 1.48% +115,454 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,980,448 $100M 0.13% +17,714 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,689,473 $90.3M <0.01% +256,871 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,519,370 $84.6M 2.54% +473,790 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,210,761 $74.1M 0.13% +565,376 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,182,139 $73.3M 0.11% +1,872,691 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,765,224 $59.3M 1.06% -14,015 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,747,100 $58.7M 0.06% +454,100 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 1,687,157 $56.7M 18.77% +80,220 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 1,655,766 $55.6M 0.22% 0 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,648,808 $55.4M +117,310 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 1,518,966 $51M 3.67% -137,966 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,509,098 $50.7M 0.01% +859,534 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,479,922 $49.7M 13.33% +57,762 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,431,982 $48.1M 1.6% -38,239 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 1,402,903 $47.1M 0.36% 0 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,322,605 $44.4M 3.88% +51,589 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,274,950 $42.8M 0.23% -339,419 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,264,856 $42.5M 0.01% +109,978 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,231,779 $41.4M 4.53% -22,419 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,151,515 $38.7M 3.45% +599,771 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/ 1,118,614 $37.6M <0.01% +55,660 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,086,586 $36.5M 0.73% +26,238 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,086,522 $36.5M 0.06% -41,406 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,057,990 $35.3M 0.06% -91,302 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 894,368 $30M 7.81% +233,512 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 894,368 $30M 4.22% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 864,256 $29M 1.25% +34,621 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 863,815 $29M 0.34% +43,109 13F-HR/A Timeline Group Burt Wealth Advisors More: the full row for Burt Wealth Advisors 834,673 $28M 6.41% +9,568 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 833,057 $28M 0.86% +64,515 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 831,272 $27.9M 2.46% +30,206 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 823,264 $27.6M 0.38% +728 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 819,060 $27.5M 0.55% +384,507 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 809,255 $27.2M 9.37% -543,577 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 786,961 $26.4M 3.92% +122,188 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 773,187 $26M 1.83% +3,888 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 726,133 $24.4M 0.04% -16,536 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 724,848 $24.3M 3.36% +10,943 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 702,994 $23.6M 5.75% +57,257 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 706,171 $23.6M 3.63% 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 677,943 $22.8M 3.4% +20,934 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 676,214 $22.7M 2.04% +23,977 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 667,254 $22.4M 5.21% -19,684 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 659,808 $22.2M 8.97% +16,388 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 607,038 $20.4M 1.11% -260,741 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 584,055 $19.6M 5.6% +25,068 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 559,589 $18.8M 2.96% +12,005 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 524,943 $17.6M 4.36% +54,845 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 489,280 $16.4M 3.23% 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 466,916 $16.4M 2.15% +405,576 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 469,957 $15.8M 0.11% -121,163 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 465,814 $15.6M 4.65% -332 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 461,733 $15.5M <0.01% +8,197 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 454,718 $15.3M 0.08% +31,822 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 445,213 $15M 0.92% +26,877 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 415,276 $13.9M 0.02% +21,035 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 407,272 $13.7M 0.05% -893,138 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 388,529 $13M 1.56% +61,282 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 381,334 $12.8M 6.08% +77,239 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 372,415 $12.5M 0.15% +5,500 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 363,549 $12.2M 0.18% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 355,216 $11.9M 0.26% -177,620 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 356,213 $11.9M 0.32% +141,827 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 337,517 $11.3M 0.01% +19,149 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 332,801 $11.2M 0.03% +34,206 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 323,933 $10.9M 0.03% -6,588 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 319,145 $10.7M 0.01% +115,623 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 316,171 $10.6M 0.64% +35,742 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 301,010 $10.1M 0.09% -3,933 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 298,900 $10M 0.01% -649,100 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 297,310 $9.98M 0.02% new 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 297,081 $9.97M 0.13% +1,980 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 290,618 $9.76M 2.79% +5,627 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 283,171 $9.51M 3.25% -412,100 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 281,200 $9.44M 0.67% +6,027 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 276,740 $9.29M 0.05% -820 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 276,299 $9.28M 0.44% +25,256 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 272,121 $9.14M 1.71% -245 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 270,400 $9.08M 3.22% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 269,326 $9.06M 4.05% -11,436 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 264,930 $8.9M 0.2% +44,669 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 264,848 $8.89M 3.07% -166,778 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 250,000 $8.39M 2.74% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 251,143 $8.39M 1.46% +13,356 13F-HR/A Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 246,184 $8.27M 0.97% +4,559 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 244,693 $8.22M 6.3% +3,039 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 243,446 $8.17M 0.2% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 243,250 $8.17M 0.15% -14,030 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 242,178 $8.13M 2.8% +4,704 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 242,109 $8.13M 4.68% +12,455 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 241,249 $8.1M 0.54% +3,440 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 228,520 $7.67M 0.01% +11,567 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 228,418 $7.67M 0.07% -12,967 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 227,640 $7.64M 2.84% +4,181 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 226,302 $7.6M 0.05% -10,763 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 216,594 $7.27M 4.18% +3,005 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 214,712 $7.21M 4.87% -5,456 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 212,000 $7.12M 0.02% +21,000 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 210,247 $7.06M 0.52% -2,114 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 209,119 $7.02M 0.16% +6,118 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 207,863 $6.98M 0.57% -3,560 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 203,346 $6.83M 4.18% +18,739 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 202,708 $6.81M 1.83% +26,857 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 199,295 $6.69M 0.2% +7,287 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 194,884 $6.54M 0.52% +2,135 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 194,182 $6.52M 4.98% -2,040 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 184,892 $6.21M 1.9% +242 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 184,664 $6.18M 0.07% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 182,431 $6.13M 0.37% +7,752 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 181,930 $6.11M 0.03% -1,486 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 180,247 $6.05M 0.2% +22,782 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 178,789 $6M 0.01% new 13F-HR/A Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 178,093 $5.95M 0.16% -814 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 177,168 $5.95M 1.06% +8,188 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 174,446 $5.86M 0.59% +10,686 13F-HR Timeline Allianz Investment Management U.S. LLC in group Allianz SE More: the full row for Allianz Investment Management U.S. LLC 174,122 $5.85M 0.25% 0 13F-HR Timeline Group STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 173,781 $5.84M 0.95% +5,024 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 171,550 $5.76M 0.08% -3,445 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 171,156 $5.75M 1.71% +21,760 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 168,630 $5.66M 2.2% +58,034 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 165,457 $5.56M 4.23% -2,270 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 165,398 $5.55M 0.16% -313 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 164,461 $5.52M <0.01% -1,526,184 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 164,205 $5.51M 1.48% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 163,785 $5.5M 2.12% +32,807 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 163,528 $5.49M 0.07% -2,483 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 161,354 $5.42M 2.62% +73,435 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 160,620 $5.39M 2.45% +11,007 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 159,201 $5.35M 0.99% +11,618 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 156,554 $5.26M 0.33% +29,405 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 156,370 $5.25M 0.26% +4,864 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 154,904 $5.2M 0.07% +4,910 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 153,868 $5.14M 0.35% -1,979 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 150,975 $5.07M 2.47% -8,773 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 149,943 $5.04M 0.41% +144,472 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 149,486 $5.02M 0.05% +7,286 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 148,999 $5M 0.07% -1,788 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 148,343 $4.98M 0.61% -6,942 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 147,818 $4.96M 0.02% -14,603 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 147,414 $4.95M 0.29% +29,142 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 147,169 $4.95M 0.19% +57,302 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 146,478 $4.92M 0.01% -15,906 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 145,050 $4.87M 0.03% -4,863 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 141,001 $4.73M 0.07% +30,422 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 140,712 $4.73M +29,220 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 139,863 $4.7M 0.04% +11,023 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 132,542 $4.45M 1.62% +66,391 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 132,543 $4.45M 0.1% +45 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 132,523 $4.45M 3.16% +4,285 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 130,374 $4.38M 2% -58,967 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 129,143 $4.34M 1.59% +3,714 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 127,121 $4.27M 1.09% +5,395 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 125,060 $4.2M 0.08% -274,301 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 123,567 $4.15M 0.03% +4,087 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 122,719 $4.11M 0.07% +41,793 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 122,735 $4.1M 2.63% +4,810 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 120,854 $4.05M <0.01% +59,939 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 119,014 $4M 0.03% -6,065 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 117,903 $3.96M 2.5% +31,600 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 115,617 $3.88M 0.29% -7,177 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 110,942 $3.73M 0.22% -15,149 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 109,588 $3.68M 0.01% -2,232 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 108,703 $3.65M 0.92% -4,356 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 108,367 $3.64M 1.94% -76,183 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 107,975 $3.63M 1.6% +5,796 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 104,771 $3.52M 2.99% +3,874 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 104,710 $3.52M 0.16% +18,575 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 102,981 $3.46M 0.34% +10,065 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 102,101 $3.43M 2.14% -3,105 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 99,625 $3.32M 1.29% +59,870 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 98,724 $3.32M 0.14% +14,800 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 97,611 $3.28M 0.01% +7,467 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 95,798 $3.22M 0.61% +6,033 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 95,074 $3.19M 0.33% +19,164 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 94,861 $3.19M 0.3% +17,022 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 93,939 $3.15M 0.15% +9,123 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 91,825 $3.08M 0.09% +45,294 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 91,612 $3.08M 0.06% +11,990 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 90,350 $3.03M 1.28% +9,526 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 87,336 $2.92M 0.45% +8,287 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 84,516 $2.84M 0.07% -103,565 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 81,517 $2.74M 2.06% +7,647 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80,410 $2.7M 0.01% +582 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 77,794 $2.61M 0.36% +131 13F-HR Timeline