LPL Financial LLC More: the full row for LPL Financial LLC 38,247,130 $1.09B 0.43% -143,074 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 35,861,653 $1.02B 12.98% +9,437,321 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 35,763,240 $1.02B 2.19% +462,059 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,103,795 $289M 3.34% +1,377,983 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,763,364 $222M 0.06% +208,973 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/ 6,888,217 $197M 0.02% +3,533,916 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,499,400 $129M 1.93% -18,091 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,015,562 $115M 0.03% -408,507 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,826,162 $109M 14.36% +2,717,835 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,572,149 $102M +132,664 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,425,516 $97.9M 7.9% +548,311 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,311,672 $94.6M <0.01% -1,850,971 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,246,154 $92.8M 3.79% -65,183 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,203,268 $91.5M 0.02% +197,435 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,115,011 $89M 0.36% -70,596 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 2,964,171 $84.7M 8.48% +346,437 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,721,082 $77.8M 1.47% -160,427 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,572,797 $73.5M 0.88% -373,367 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,274,100 $65M 0.18% +113,707 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,043,626 $58.4M 2.2% -143,177 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,869,745 $53.3M -412,684 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,854,280 $53M <0.01% +567,683 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,844,753 $52.7M 0.32% +39,516 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,807,727 $51.7M 14.88% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,626,727 $46.5M 0.57% -16,979 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,471,330 $42.1M 0.59% -260,626 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,437,430 $41.1M <0.01% -33,649 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,402,556 $40.1M 7.46% -1,709 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,337,412 $38.2M 0.91% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,325,087 $37.9M 0.05% +37,516 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,281,396 $36.6M 4.61% +61,554 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,232,759 $35.2M 5.29% +69,759 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,177,569 $33.7M 9.84% +402,195 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,151,200 $32.9M 0.66% +1,137,296 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,120,368 $32M 0.06% +98,465 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,115,283 $31.9M 5.87% -81,460 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,109,918 $31.7M 0.01% +284,825 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,106,860 $31.6M 0.3% +112,376 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,022,384 $29.2M 0.02% +20,665 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 995,344 $28.4M 12.01% +25,007 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 988,393 $28.2M 8.95% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 978,694 $28M 1.47% +482,715 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 892,268 $25.5M 0.03% +2,910 13F-HR Timeline Group Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 876,252 $25M 13.1% +43,289 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 871,727 $24.9M +190,831 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 870,817 $24.9M 0.54% +45,419 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 782,334 $22.4M 0.04% +30,070 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 710,537 $20.3M 6.54% +33,979 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 671,334 $19.2M 0.49% +391,575 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 656,736 $18.8M 13.06% -35,495 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 626,093 $17.8M 6.07% +96,128 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 608,726 $17.4M 0.03% +86,164 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 601,779 $17.2M 1.17% +344,422 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 595,022 $17M 0.15% +14,419 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 592,625 $16.9M 6.44% -23,886 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 588,764 $16.8M 1.22% +103,727 13F-HR Timeline Collier Financial More: the full row for Collier Financial 565,996 $16.2M 13.75% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550,254 $15.7M 0.03% -102,102 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 528,896 $15.1M 1.47% +27,161 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 512,444 $14.6M 7.66% +13,493 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 494,894 $14.1M 4.18% +28,765 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 492,703 $14.1M 0.76% +41,653 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 478,094 $13.7M 10.9% +25,505 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 476,043 $13.6M 3.77% +58,841 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 475,495 $13.6M 0.16% +17,637 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 472,552 $13.5M 0.03% -249,211 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 471,893 $13.5M 0.55% +22,827 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 440,416 $12.6M 1.47% +11,120 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 435,234 $12.4M 1.41% -44,672 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 403,208 $11.5M 5.09% -154,137 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 393,477 $11.2M 4.71% +20,393 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 393,472 $11.2M <0.01% -1,746,131 13F-HR/A Timeline Group Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 391,533 $11.2M 5.45% -8,498 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 388,476 $11.1M 1.18% +37,505 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 377,413 $10.8M 2.21% +29,403 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 376,673 $10.8M 5.17% -4,016 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 372,822 $10.7M 0.13% +11,179 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 351,721 $10.1M 3.51% +36,206 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 345,912 $9.89M 3.91% +14,557 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 343,914 $9.83M 0.91% +60,432 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 333,042 $9.52M 5.98% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 329,952 $9.43M 2.01% +26,225 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 329,188 $9.41M 0.01% +118,215 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 316,150 $9.04M 1.84% -45,874 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 304,138 $8.69M 0.41% -12,358 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 300,238 $8.58M 0.04% +12,781 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. 284,000 $8.1M 0.03% -12,000 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 280,247 $8.01M 0.42% -204,045 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 277,929 $7.94M 5.82% -19,065 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 277,233 $7.92M 4.01% -21,015 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 276,476 $7.9M 0.44% +1,035 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 270,135 $7.67M 0.37% +36,866 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 264,109 $7.55M <0.01% -19,651 13F-HR/A Timeline Group PFG Advisors More: the full row for PFG Advisors 258,336 $7.38M 0.41% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 257,035 $7.35M 3.55% +77,559 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 239,598 $6.85M 1.49% +9,240 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 239,198 $6.84M 0.02% +34,292 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 234,575 $6.68M 1.54% -67,400 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 232,655 $6.65M 6.02% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 230,659 $6.59M 0.62% -1,677 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 219,789 $6.34M 2.3% +7,085 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 221,610 $6.33M 3.74% +12,640 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 217,932 $6.23M 0.44% +59,044 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 198,222 $5.67M 0.65% +21,998 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 190,630 $5.45M 0.04% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 187,842 $5.37M 0.77% +118,798 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 182,764 $5.22M 2.18% -79,259 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 178,624 $5.11M 0.07% +21,814 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 156,533 $4.47M <0.01% -37,630 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 154,610 $4.42M 0.6% -12,770 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 173,532 $4.34M 3.42% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 145,405 $4.16M +15,984 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 137,764 $3.94M 0.01% new 13F-HR/A Timeline Group Bonfire Financial More: the full row for Bonfire Financial 137,640 $3.93M 3.63% -82,281 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 137,055 $3.92M 3.12% +714 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 136,988 $3.92M 0.28% -5,869 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 136,913 $3.91M 3.89% +4,051 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 135,832 $3.88M 0.26% +9,086 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 130,092 $3.72M <0.01% +806 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 157,977 $3.69M 0.3% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 130,815 $3.68M 0.01% -216,660 13F-HR/A Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 127,488 $3.64M 0.82% +39,434 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 127,308 $3.64M 0.37% -45,110 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 123,888 $3.54M 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 122,197 $3.49M 0.04% -122,930 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 121,847 $3.48M 0.24% +6,900 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 120,716 $3.45M 0.02% +112,857 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 119,647 $3.42M 0.86% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 118,156 $3.38M 0.16% +26,106 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 115,565 $3.3M 0.09% +79,915 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 111,985 $3.2M <0.01% -68,313 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 111,027 $3.17M 2.88% +9,992 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 108,381 $3.1M 1.16% -1,965 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 105,567 $3.02M 0.01% +3,042 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 103,996 $2.97M 0.53% +13,335 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 102,441 $2.93M 0.02% -129,885 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 98,107 $2.8M 0.03% +82,321 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 96,564 $2.76M 0.01% new 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 95,689 $2.73M 0.01% +61,514 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 92,645 $2.65M 0.12% -15,187 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 91,076 $2.6M 0.27% +1,934 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 90,094 $2.57M 0.11% +77,106 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 87,282 $2.49M 0.56% +2,243 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 83,692 $2.39M 0.81% -670 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 79,782 $2.28M 0.08% -3,522 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 78,646 $2.25M 0.03% +273 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 76,179 $2.18M 1.15% +1,269 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 75,374 $2.15M 0.07% +9,238 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 75,270 $2.15M 1.05% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 74,424 $2.15M 2.4% -8,746 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 74,982 $2.14M 0.1% +1,224 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 73,667 $2.1M 0.16% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 71,583 $2.05M 0.51% +38,549 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 67,526 $1.93M 0.02% +10,982 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 65,969 $1.89M 3.28% -1,164,075 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 62,023 $1.77M 3.13% -52 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 61,392 $1.75M 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 60,851 $1.74M 0.04% +25,109 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 58,369 $1.67M <0.01% +1,504 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 57,392 $1.64M 0.68% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 57,143 $1.63M 0.66% -7,823 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 56,937 $1.63M 0.38% +8,558 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 56,085 $1.6M 0.05% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 55,808 $1.59M 0.52% +1,852 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,717 $1.59M 0.02% -13,673 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 51,800 $1.48M 0.69% +1,595 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 51,651 $1.48M 0.43% -4,167 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 51,441 $1.47M 0.63% +22,219 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 50,662 $1.45M 0.32% -143 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 48,137 $1.38M 0.05% -13,729 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 47,803 $1.37M 0.5% +1,032 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 46,697 $1.33M 1.2% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 46,203 $1.32M 0.1% +3,403 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 44,903 $1.28M 0.12% +2,267 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 44,518 $1.27M 1% -1,964 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 44,184 $1.26M 0.01% +6,904 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,853 $1.25M <0.01% -1,336 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 42,797 $1.22M 0.75% +637 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 42,591 $1.22M 0.74% +17,903 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 41,285 $1.18M 0.69% +771 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 40,664 $1.16M 0.33% -831 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 40,643 $1.16M 0.12% -1,320 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 39,469 $1.13M 0.25% +3,247 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 39,238 $1.12M 0.15% -31,611 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 39,015 $1.12M 0.31% -18,959 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 37,916 $1.08M 0.2% -567 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 37,596 $1.07M 0.19% +7,064 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 36,896 $1.05M 0.86% +3,714 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 36,548 $1.04M <0.01% -1,819 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 35,447 $1.01M 0.15% -6,087 13F-HR/A Timeline Cercano Management LLC More: the full row for Cercano Management LLC 35,199 $1.01M 0.03% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 34,502 $986K -2,596 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 34,162 $976K 0.08% +23,276 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 34,153 $976K 0.55% -5,354 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 32,411 $926K 0.04% +18,026 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 31,568 $900K <0.01% +15,355 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 31,434 $898K 0.03% +998 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 31,320 $895K 0.28% -12,346 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 30,070 $859K 0.14% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 30,067 $859K 0.1% +3,125 13F-HR Timeline