LPL Financial LLC More: the full row for LPL Financial LLC 46,743,277 $1.58B 0.46% +1,873,661 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 29,575,740 $1B 0.16% +395,322 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 12,968,096 $439M 5.09% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,364,793 $351M +192,747 Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 9,604,000 $325M 17.06% +4,300,000 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 7,360,130 $249M 0.19% +445,082 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6,017,752 $204M 3.22% +504,977 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,798,792 $197M 1.26% +217,852 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,295,172 $179M 0.01% +553,926 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,289,335 $179M 0.04% -117,864 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,240,766 $178M 0.04% +503,657 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,081,578 $172M 0.37% +56,076 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,034,300 $171M 0.14% +3,287,200 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,915,291 $167M 19.86% +517,148 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,727,609 $160M 0.01% +2,038,136 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,596,388 $156M 1.55% +581,247 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,528,096 $153M 0.05% +295,038 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 $137M 0.3% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,055,819 $104M 0.12% +75,371 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,519,370 $85.4M 2.39% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,286,262 $77.3M 0.11% +75,501 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 1,840,937 $62.4M 17.78% +153,780 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,754,572 $59.5M 0.99% -10,652 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,749,178 $59.3M +100,370 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,721,784 $58.4M 1.7% +289,802 13F-HR Timeline Group 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 $56.1M 0.21% 0 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 1,636,482 $55.5M 3.74% +117,516 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,556,248 $52.7M 13.06% +76,326 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,555,468 $52.7M 0.06% +468,946 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,405,341 $47.6M 3.99% +82,736 13F-HR Timeline 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 $47.5M 0.34% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,318,057 $44.7M 0.01% +53,201 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,317,320 $44.6M 0.22% +42,370 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,307,674 $44.3M 4.61% +75,895 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,301,797 $44.1M 3.63% +150,282 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/ 1,291,364 $43.8M <0.01% +172,750 13F-HR/A Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,115,407 $37.8M 0.71% +28,821 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 922,179 $31.3M 7.53% +27,811 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 922,179 $31.3M 4.54% +27,811 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 916,230 $31M 0.05% -141,760 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 881,574 $29.9M 2.39% +50,302 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 881,666 $29.8M 0.32% +17,851 13F-HR Timeline Group 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 874,440 $29.6M 1.19% +10,184 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 860,503 $29.2M 0.36% +37,239 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 856,611 $29M 7.13% +21,938 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 851,876 $28.9M 9.32% +42,621 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 815,347 $27.6M 3.84% +28,386 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 792,394 $26.9M <0.01% +627,933 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 789,724 $26.8M 0.78% -43,333 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. 779,925 $26.4M 1.8% +6,738 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 772,102 $26.2M 3.28% +47,254 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 752,977 $25.6M 3.6% +46,806 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 747,720 $25.3M 3.47% +69,777 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 699,809 $23.7M 1.95% +23,595 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 693,462 $23.5M 0.04% -32,671 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 675,123 $22.9M 1.08% +68,085 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 667,870 $22.6M 7.86% +8,062 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 664,601 $22.5M 4.94% -2,653 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 662,460 $22.5M 3.29% +102,871 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 620,183 $21M 7.04% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 568,062 $19.3M 4.08% +43,119 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 565,498 $19.2M 0.25% +393,948 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 561,622 $19M 0.03% +264,312 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 530,507 $18M 2.19% +63,591 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 513,548 $17.4M 5.36% -189,446 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 504,008 $17.1M 3.38% 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 489,768 $16.6M 4.59% +23,954 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 485,057 $16.4M <0.01% +23,324 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 478,594 $16.2M 0.1% +8,637 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 449,832 $15.3M 0.34% +93,619 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 436,062 $14.8M 0.02% +20,786 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 420,225 $14.2M 1.56% +31,696 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 411,771 $14M 5.43% +251,151 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 409,143 $13.9M 0.02% -1,772,996 13F-HR Timeline Group Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 400,000 $13.6M 4.24% +150,000 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 393,123 $13.3M 0.1% new 13F-HR Timeline Group Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 377,348 $12.8M 5.77% -3,986 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 376,265 $12.8M 0.14% +3,850 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 363,549 $12.3M 0.17% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 359,496 $12.2M 3.28% -224,559 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 356,329 $12.1M 0.04% -50,943 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 344,059 $11.7M 0.01% +6,542 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 341,059 $11.6M 0.03% +17,126 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 340,337 $11.5M 0.03% +7,536 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 337,223 $11.4M 0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 334,319 $11.3M 0.63% +18,148 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 324,741 $11M 0.13% +27,660 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 308,722 $10.5M 0.08% +7,712 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 306,815 $10.4M 2.76% +16,197 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 303,487 $10.3M 0.16% +38,557 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 291,946 $9.89M 0.2% -63,270 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 289,452 $9.81M 0.16% +46,202 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 287,831 $9.76M 0.65% +6,631 13F-HR Timeline Collier Financial More: the full row for Collier Financial 282,239 $9.57M 7.19% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 279,992 $9.53M 2.6% +15,144 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 281,230 $9.53M 0.41% +4,931 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 280,723 $9.51M 1.08% +34,539 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 276,795 $9.38M 0.05% +55 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 276,433 $9.37M 4.76% +34,324 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 276,016 $9.35M 1.65% +3,895 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 271,535 $9.2M 3% +29,357 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 271,091 $9.19M 3.96% +1,765 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 270,400 $9.16M 3.05% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 268,094 $9.09M 0.01% +39,574 13F-HR Timeline Group STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 267,585 $9.07M 1.23% +93,804 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 266,336 $9.03M 2.22% +102,131 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 249,972 $8.44M 0.09% +65,308 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 248,155 $8.41M 6.37% +3,462 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. 245,000 $8.3M 0.03% +33,000 13F-HR Timeline Group von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 245,638 $8.3M 1.27% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 240,859 $8.16M 1.34% -10,284 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 237,809 $8.06M 0.51% -3,440 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 237,589 $8.05M 0.01% -81,556 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 237,222 $8.04M 0.18% -6,224 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 234,524 $7.95M 0.22% new 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 226,973 $7.69M 2.69% -667 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 225,099 $7.63M 0.05% -1,203 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 219,826 $7.45M 4.11% +16,480 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 217,596 $7.44M 4.92% +2,884 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 216,909 $7.35M 0.8% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 213,808 $7.25M 0.22% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 213,352 $7.23M 0.15% +4,233 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 212,694 $7.21M 2.59% +44,064 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 211,571 $7.17M 0.06% -16,847 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 210,587 $7.14M 4.97% +16,405 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 209,130 $7.09M 3.81% -7,464 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 208,930 $7.08M 0.16% +28,683 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 208,339 $7.06M 0.38% +60,925 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 207,652 $7.04M 0.2% +8,357 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 205,354 $6.96M 1.71% +2,646 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 193,897 $6.57M 0.1% -625,163 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 190,049 $6.44M 0.58% +15,603 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 187,474 $6.35M 1.9% +2,582 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 186,100 $6.31M 0.01% -112,800 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 185,429 $6.28M 1.01% +8,261 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 184,922 $6.27M 0.09% +43,921 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 182,889 $6.2M 2.21% +19,104 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 178,809 $6.05M 0.14% +716 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 176,629 $5.99M 0.46% +26,686 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 175,959 $5.96M 0.03% -5,971 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 175,882 $5.96M 0.34% -6,549 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 $5.9M 0.22% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 174,110 $5.89M <0.01% +53,256 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 172,973 $5.86M 0.16% +7,575 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 168,482 $5.71M 2.4% +7,128 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 166,000 $5.63M 0.07% +11,096 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 165,140 $5.6M 0.25% +8,770 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 163,640 $5.55M +22,928 Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 161,836 $5.48M 0.07% -1,692 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 157,398 $5.33M 0.02% +9,580 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 156,985 $5.32M 0.04% +17,122 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 154,693 $5.24M 0.05% +5,207 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 153,854 $5.21M 1.71% +24,711 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 152,164 $5.16M 1.61% -131,007 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 151,673 $5.13M 0.32% -2,195 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 149,499 $5.07M 0.02% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 147,642 $5M 0.57% -701 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 147,790 $4.98M 0.17% +621 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 146,294 $4.96M 0.7% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 144,763 $4.91M 0.01% -1,715 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 141,060 $4.78M 2.58% -9,915 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 138,640 $4.7M 0.25% +27,698 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 137,308 $4.65M 0.09% +4,765 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 135,304 $4.59M 3.11% +2,781 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 134,939 $4.57M 0.31% +19,322 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 134,061 $4.54M 1.01% +6,940 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 133,685 $4.53M 1.93% +3,311 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 121,363 $4.11M 0.06% -1,356 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 119,446 $4.05M 0.02% -4,121 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 118,266 $4.01M 0.01% +8,678 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 117,826 $3.99M 0.59% -41,375 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 114,067 $3.87M 2.16% -3,836 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 112,248 $3.8M 0.92% +3,545 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 213,296 $3.8M 0.44% +110,315 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 109,937 $3.73M <0.01% +38,100 13F-HR Timeline Group Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 109,525 $3.71M 2.87% +4,754 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 108,194 $3.67M 3.14% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 107,889 $3.66M 1.46% -86 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 107,500 $3.64M 0.49% +11,702 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 106,228 $3.6M 0.01% +8,617 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 104,103 $3.53M 0.1% +12,278 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 103,772 $3.52M <0.01% +53,231 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 102,206 $3.46M <0.01% -1,406,892 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 102,180 $3.46M 0.02% -42,870 13F-HR/A Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 101,796 $3.45M 1.98% -305 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 100,939 $3.42M 0.13% +2,215 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 100,530 $3.41M 0.16% +6,591 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 98,302 $3.33M 3.38% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 98,039 $3.33M 0.44% +10,703 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 96,619 $3.27M 0.13% -8,091 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 95,851 $3.25M 1.24% +5,501 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 93,065 $3.15M 0.3% -2,009 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 92,190 $3.12M +24,805 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 87,585 $2.97M 0.08% +3,069 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 83,761 $2.84M 0.25% -11,100 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 81,587 $2.76M 1.89% +70 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 81,442 $2.76M 0.35% +3,648 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 81,251 $2.75M 1.92% -84,206 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 75,528 $2.56M 2.15% +6,322 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 74,941 $2.54M 0.76% +461 13F-HR Timeline