LPL Financial LLC More: the full row for LPL Financial LLC 49,056,429 $1.66B 0.45% +2,313,152 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 29,907,173 $1.01B 0.16% +331,433 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 11,704,768 $396M 4.48% -1,263,328 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,978,081 $371M +613,288 Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 8,695,000 $294M 10.58% -909,000 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,058,136 $272M 0.2% +698,006 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6,513,652 $220M 3.33% +495,900 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,069,488 $205M 1.26% +270,696 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,919,428 $200M 0.01% +624,256 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,729,228 $194M 0.04% +439,893 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,489,968 $186M 0.04% +249,202 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 5,401,994 $183M 20.88% +486,703 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,181,197 $175M 0.36% +99,619 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,080,421 $172M 1.39% +484,033 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,002,120 $169M 0.05% +474,024 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. 3,480,000 $118M 0.18% -573,000 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,260,768 $110M 0.12% +204,949 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,649,639 $89.6M <0.01% -2,077,970 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,519,370 $85.2M 2.5% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,180,763 $73.7M 0.11% -105,499 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 1,974,988 $66.8M 18.77% +134,051 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,845,401 $62.4M 0.07% +289,933 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,818,396 $61.5M +69,218 Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,746,039 $59M 0.95% -8,533 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,713,954 $57.9M 1.6% -7,830 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,703,334 $57.6M 0.01% +1,218,277 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 $56M 0.2% 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 1,643,611 $55.6M 3.71% +7,129 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,589,658 $53.7M 13.18% +33,410 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/ 1,538,912 $52M <0.01% +247,548 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,501,070 $50.8M 4.1% +95,729 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,414,751 $47.8M 0.23% +97,431 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 $47.4M 0.33% 0 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 1,387,356 $46.9M 3.72% +85,559 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,334,122 $45.1M +16,065 Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,283,687 $43.4M 4.8% -23,987 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,123,142 $38M 0.7% +7,735 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,016,160 $34.4M 7.78% +93,981 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 987,670 $33.4M 0.39% +127,167 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 953,744 $32.2M 0.28% +72,078 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 941,586 $31.8M 2.37% +60,012 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 887,718 $30M 9.42% +35,842 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 875,911 $29.6M 1.15% +1,471 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 867,769 $29.4M 0.04% -48,461 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. 827,153 $28M 2.07% +47,228 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 813,747 $27.5M 0.88% +24,023 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 801,444 $27.1M 3.78% -13,903 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 782,226 $26.4M 3.18% +10,124 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 782,050 $26.4M 3.53% +34,330 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 733,009 $24.8M 3.55% +70,549 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 711,579 $24.1M 0.19% +691,052 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 710,924 $24M 0.04% +17,462 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 675,373 $22.8M 0.3% +109,875 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 670,162 $22.7M 0.83% -4,961 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 644,559 $21.8M 0.13% +165,965 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 642,325 $21.7M 4.59% -22,276 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 625,977 $21.2M 6.91% +5,794 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 612,998 $20.7M 3.97% +44,936 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 609,300 $20.6M 0.12% new 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 581,197 $19.7M 1.86% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 564,344 $19.1M 0.05% +208,015 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 561,093 $19M 0.37% +111,261 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 538,057 $18.2M 3.5% +34,049 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 509,031 $17.2M 4.62% +19,263 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 504,115 $17M 14.36% 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 495,364 $16.7M 5.66% -18,184 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 487,555 $16.5M 0.02% -74,067 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 463,341 $15.7M 0.02% +27,279 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 451,157 $15.3M 2.05% -79,350 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 449,589 $15.2M 0.02% +40,446 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 434,353 $14.7M 5.32% +22,582 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 420,225 $14.2M 1.53% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 411,793 $13.9M 0.12% +18,670 13F-HR Timeline Group Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 408,610 $13.8M 6.18% +31,262 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 394,576 $13.3M 0.21% +105,124 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 390,584 $13.2M 0.69% +56,265 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 381,755 $12.9M 0.03% +41,418 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 380,535 $12.9M 10.63% new 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 380,535 $12.9M 10.62% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 373,919 $12.6M 3.13% +14,423 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 371,616 $12.6M <0.01% +269,410 13F-HR/A Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 367,836 $12.5M 0.15% +4,287 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 365,697 $12.4M 0.01% +21,638 13F-HR/A Timeline Group Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 361,607 $12.2M 2.29% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 346,907 $11.7M 0.03% +5,848 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 338,132 $11.4M 5.47% +61,699 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 320,323 $10.8M 0.16% +16,836 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 314,973 $10.6M 0.08% +6,251 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 310,926 $10.5M 0.01% +42,832 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 309,201 $10.4M 0.11% -15,540 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 305,676 $10.3M 0.68% +17,845 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 303,842 $10.3M 2.51% +23,850 13F-HR Timeline Collier Financial More: the full row for Collier Financial 301,752 $10.2M 7.66% +19,513 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 301,641 $10.2M 0.01% -35,582 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 300,314 $10.2M 0.48% +19,084 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 290,867 $9.83M 3.13% +19,332 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 290,508 $9.82M 0.17% +40,536 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 288,610 $9.76M 0.06% +11,815 13F-HR Timeline Group STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 286,664 $9.69M 1.25% +19,079 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 286,416 $9.68M 1.06% +5,693 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 279,602 $9.45M 3.4% +66,908 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 278,960 $9.43M 6.71% +30,805 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 278,780 $9.43M 2.24% +12,444 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 273,163 $9.24M 0.49% +64,824 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 270,400 $9.14M 2.9% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 269,322 $9.11M 3.66% +100,840 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 267,437 $9.04M 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 248,533 $8.4M 2.78% +21,560 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 246,508 $8.33M 0.51% +8,699 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 245,053 $8.29M 3.8% 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 243,791 $8.24M 3.96% 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 241,626 $8.19M 1.25% +767 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 241,960 $8.18M 0.01% +4,371 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 238,148 $8.06M 4.71% +20,552 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 231,596 $7.83M 0.14% -5,626 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 225,058 $7.61M 0.83% +77,416 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223,927 $7.57M 0.04% -1,172 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 222,363 $7.52M 4.74% +11,776 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 221,061 $7.47M 0.15% +12,131 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 220,842 $7.47M 0.56% +44,213 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 220,218 $7.45M 0.95% +102,392 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 216,650 $7.32M 1.98% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 215,824 $7.3M 0.19% +42,851 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 214,592 $7.26M 0.06% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 214,179 $7.24M <0.01% +40,069 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 210,722 $7.12M 3.71% +1,592 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 210,688 $7.12M 0.01% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 208,401 $7.05M 0.75% -8,508 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 207,696 $7.02M 0.19% +44 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 207,369 $7.01M 0.06% -4,202 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 207,276 $7.01M 0.21% -6,532 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 207,155 $7M 0.1% +22,233 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 206,531 $6.98M 0.13% -6,821 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 205,778 $6.96M 0.6% +15,729 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 203,393 $6.88M 2.34% +20,504 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 200,139 $6.77M 2.92% -19,687 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 199,524 $6.75M 0.91% +53,230 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 192,196 $6.5M 0.36% +16,314 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 188,873 $6.39M 1.66% -16,481 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 188,073 $6.36M <0.01% +84,301 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 187,582 $6.34M 1% +2,153 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 185,671 $6.29M 0.14% +6,862 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 181,611 $6.14M 0.07% -12,286 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 180,638 $6.11M 1.92% +26,784 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 179,625 $6.07M +15,985 Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 177,679 $6.01M 0.39% +42,740 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 175,082 $5.92M 0.07% +9,082 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 174,387 $5.9M 0.26% +9,247 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 170,041 $5.75M 0.04% +13,056 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 168,762 $5.71M 0.02% -7,197 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 164,963 $5.58M 0.01% new 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 164,122 $5.55M 0.07% new 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 161,000 $5.44M 0.02% -84,000 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 157,546 $5.33M 0.51% +133,802 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 155,329 $5.25M 0.06% +636 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 155,210 $5.25M 0.17% +7,420 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 153,075 $5.18M 0.3% +1,402 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 152,161 $5.14M 0.24% +13,521 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 150,111 $5.08M 0.02% -7,287 13F-HR/A Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 149,499 $5.05M 0.02% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 149,279 $5.05M 0.07% -12,557 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 147,266 $4.98M 0.01% +2,503 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 143,357 $4.85M 0.07% +21,994 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 141,774 $4.79M 1.44% +72,565 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 139,475 $4.72M 3.14% +4,171 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 138,039 $4.67M 0.08% +731 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 136,355 $4.61M 1.87% +2,670 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 136,067 $4.6M 2.97% -4,993 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 135,894 $4.59M 0.01% +29,666 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 135,437 $4.58M 1% +1,376 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 132,692 $4.49M 3.65% +57,164 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 131,641 $4.45M 1.34% -20,523 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 128,634 $4.35M 3.42% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 125,691 $4.25M 0.02% +6,245 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 124,305 $4.2M 0.2% +27,686 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 122,849 $4.15M 2.15% +8,782 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 121,297 $4.1M 2.86% +11,772 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 121,099 $4.09M 0.01% +2,833 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 119,293 $4.03M 1.56% +11,404 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 119,111 $4.03M 0.35% -94,185 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 115,041 $3.89M 3.29% +6,847 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 114,081 $3.86M 0.43% +6,581 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 113,417 $3.83M 0.14% +12,478 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 112,681 $3.81M 0.17% +12,151 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 112,649 $3.81M 0.89% +401 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 112,185 $3.79M 2.47% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 109,240 $3.69M <0.01% -683,154 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 108,530 $3.67M 0.07% -183,416 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 106,143 $3.59M 1.9% +4,347 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 104,438 $3.53M 0.32% +11,373 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 103,491 $3.5M 0.44% +5,452 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 100,571 $3.4M 0.02% 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 98,337 $3.32M +6,147 Timeline Payne Capital LLC More: the full row for Payne Capital LLC 97,763 $3.31M 3.37% -539 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 97,707 $3.3M 1.21% +1,856 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 97,130 $3.28M 0.05% +47,899 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 92,781 $3.14M 0.27% +9,020 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,716 $3.1M 0.02% -10,464 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 90,990 $3.08M 0.18% +23,978 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 89,630 $3.03M 0.07% +2,045 13F-HR Timeline