LPL Financial LLC More: the full row for LPL Financial LLC 47,092,606 $1.36B 0.4% +2,918,962 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 41,083,396 $1.19B 2.27% +5,444,992 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 35,861,653 $1.04B 12% 0 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/ 17,884,429 $517M 0.04% -332,408 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,729,157 $310M 3.13% +379,765 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 8,024,019 $232M 6.62% -224,145 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,160,245 $207M 0.05% -1,384,148 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,008,588 $174M +690,478 Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,588,581 $162M 5.9% -98,511 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,380,575 $155M 1.43% +291,256 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,340,397 $154M 0.46% +783,183 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,467,604 $129M 14.76% +523,486 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,363,686 $126M 10.67% +655,484 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,500,799 $101M 0.14% +2,852,112 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,332,068 $96.3M 8.1% +3,252,821 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,274,275 $94.6M 6.38% +325,705 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,016,513 $87.2M 1.33% +266,485 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,836,677 $82M 0.02% +143,335 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,687,022 $77.7M 2.36% +2,667,815 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,677,611 $77.4M <0.01% -3,046,884 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,635,970 $76.2M 0.16% +150,394 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,243,416 $64.8M <0.01% +78,548 13F-HR/A Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,059,106 $59.5M +140,176 Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,048,526 $59.2M 14.26% +60,286 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,048,526 $59.2M 8.6% +60,286 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,982,008 $57.3M 0.73% +148,890 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,784,909 $51.6M 0.97% +184,389 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,584,909 $45.8M 0.05% +157,532 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,554,799 $44.9M 0.01% +37,879 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,447,030 $41.8M 0.05% +105,958 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,423,757 $41.1M 0.07% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,419,678 $41M 5.56% +20,482 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,402,286 $40.5M 9.38% +126,723 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,331,397 $38.5M 4.31% +231,422 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,320,521 $38.2M 4.26% +45,828 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,218,560 $35.2M 0.59% +64,799 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,204,440 $34.8M 0.26% -46,780 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,201,540 $34.7M 5.55% +50,525 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,045,788 $30.2M 0.01% +18,698 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,026,528 $29.7M 0.01% -11,030 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,023,954 $29.6M 11.22% +24,895 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,023,863 $29.6M 0.03% +6,291 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 970,808 $28.1M 0.04% +38,057 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 970,793 $28.1M -266,339 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 950,227 $27.5M 0.55% +50,567 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 914,661 $26.4M 0.13% -126,032 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 888,742 $25.7M 0.46% +878,885 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 860,667 $24.9M 11.21% -9,120 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 799,735 $23.1M 6.1% +39,345 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 752,025 $21.7M 0.41% -698,293 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 726,774 $21M 0.04% +343,019 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 718,366 $20.8M 1.37% +88,287 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 643,045 $18.6M <0.01% +7,445 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 636,717 $18.4M 4.83% +216,994 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 616,564 $17.8M 0.14% +264,506 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 596,731 $17.2M 12.97% 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 593,737 $17.2M 1.41% +16,264 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 580,162 $16.7M 0.03% +55,284 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 560,021 $16.2M 0.7% +3,709 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 544,612 $15.7M 0.89% +569 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 518,414 $15M 4.66% -14,727 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 517,114 $14.9M 6.77% -361 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 508,242 $14.7M 9.76% +164,037 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 501,449 $14.5M 10.18% +15,574 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 498,185 $14.4M 5.16% +237,614 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 496,423 $14.3M 3.57% +23,071 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 494,053 $14.3M 0.15% +14,194 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 493,596 $14.3M 0.02% -88,088 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 492,139 $14.2M 2.26% +65,669 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 491,008 $14.2M 0.6% -8,106 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 484,484 $14M 0.02% +45,840 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 480,328 $13.9M 0.48% +6,178 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 453,988 $13.1M 0.98% +5,682 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 451,307 $13M 0.14% +56,020 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 443,493 $12.8M 1.22% +18,437 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 441,440 $12.8M 1.21% -1,704 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 440,017 $12.7M 1.89% -173,094 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 425,897 $12.3M 1.11% +5,538 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) 409,534 $11.8M 0.33% +407,834 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 388,941 $11.2M 3.8% +42,869 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 356,432 $10.3M 3.38% +9,844 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 354,087 $10.2M 0.09% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 352,694 $10.2M 6.35% +20,599 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 350,292 $10.1M 3.77% -3,583 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. 335,000 $9.68M 0.03% +15,000 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 334,760 $9.67M 2.2% +43,240 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 333,936 $9.65M 2.49% +17,693 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 328,204 $9.49M 1.51% +12,967 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 316,569 $9.15M <0.01% -995,567 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 313,845 $9.07M 3.46% +22,742 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 312,494 $9.03M 0.03% +2,527 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 305,466 $8.83M 4.46% +19,998 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 302,762 $8.75M 3.34% +7,273 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 285,470 $8.25M 0.38% +3,770 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 270,426 $7.82M 3.13% +953 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 268,155 $7.75M 0.33% -1,572 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 264,291 $7.64M 0.02% -11,226 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 256,380 $7.41M 0.6% +14,876 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 251,476 $7.27M 0.84% +30,421 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 249,601 $7.21M 5.11% -33,396 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 233,716 $6.75M 4.71% +98,283 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 231,631 $6.69M 0.02% +67,547 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 230,010 $6.65M 0.06% +27,414 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 229,835 $6.64M 1.23% -2,835 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 226,466 $6.54M 0.63% -9,844 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 224,663 $6.49M 0.42% +20,701 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 224,152 $6.48M 2.11% -255 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 223,087 $6.45M <0.01% +3,205 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 215,671 $6.23M 0.22% -33,594 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 207,224 $5.99M 0.07% -3,009 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 203,430 $5.88M 3.35% +202,624 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 202,555 $5.85M <0.01% +156,586 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 201,646 $5.83M 0.03% +31,470 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 201,332 $5.82M 0.63% -189,795 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 188,800 $5.46M 0.01% +24,900 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 188,655 $5.45M 0.03% +45,703 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 186,353 $5.39M 1.13% +14,792 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 184,997 $5.35M <0.01% +150,006 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 176,338 $5.1M 0.27% -563 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 174,543 $5.04M 0.68% +26,174 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 172,091 $4.97M 0.02% +27,226 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 161,961 $4.68M 0.33% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 161,157 $4.66M 0.22% +12,561 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 159,696 $4.62M 0.01% +130,103 13F-HR Timeline Group 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 157,949 $4.56M <0.01% +38,855 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 143,315 $4.14M <0.01% +1,782 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 142,500 $4.12M 0.04% +29,961 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 140,202 $4.05M 0.22% +7,194 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 138,962 $4.02M 0.15% +5,350 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 133,562 $3.86M 3.14% +790 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 126,430 $3.65M 0.49% +14,173 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 124,745 $3.61M 0.02% +1,373 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 124,515 $3.6M <0.01% -33,205 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 123,902 $3.58M 0.08% -9,900 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 123,784 $3.58M 0.01% -550 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 123,480 $3.57M 0.3% -1,221 13F-HR Timeline Group Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 120,043 $3.47M 2.61% +4,850 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 119,763 $3.46M 5.26% +75,924 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 112,421 $3.25M 0.03% +31,105 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 108,233 $3.13M 2.7% new 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 108,067 $3.12M 2.48% -73,450 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 105,949 $3.06M 1.52% +63,793 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 104,296 $3.01M 0.12% +12,296 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 104,269 $3.01M 0.9% -1,076 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 99,266 $2.87M 0.25% -26,398 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 92,117 $2.66M 0.65% +84,273 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 91,084 $2.63M 2.02% -40,206 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 89,893 $2.6M 0.71% +2,515 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 82,500 $2.38M 0.08% +8,326 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 82,074 $2.37M <0.01% +917 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 77,146 $2.23M 0.01% +200 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 75,404 $2.18M 0.9% -176,847 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 74,507 $2.15M 2.37% +1,633 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 72,596 $2.1M 0.02% -111,927 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 71,773 $2.07M 0.95% -199,731 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 65,750 $1.91M 1.73% -3,280 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 64,861 $1.87M 0.01% +6,622 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 63,697 $1.84M 0.11% +12,057 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 62,226 $1.8M 0.14% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 60,380 $1.74M 0.05% -4,786 13F-HR/A Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 59,166 $1.71M 0.63% +2,223 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 58,296 $1.68M 0.34% +2,555 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 57,816 $1.67M 0.49% +4,538 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 57,493 $1.66M 0.56% -185 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,717 $1.61M 0.02% 0 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 54,260 $1.57M 0.63% -873 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 53,621 $1.55M 0.04% +1,158 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 53,448 $1.54M 0.35% +41,857 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 52,235 $1.51M 0.9% -784 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 51,795 $1.5M <0.01% -12,656 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 51,792 $1.5M <0.01% new 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 50,502 $1.46M 0.78% +3,682 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 50,101 $1.45M 0.01% +37,287 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 48,767 $1.41M 0.26% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 48,280 $1.4M 0.32% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 46,967 $1.36M 0.08% -54,397 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,882 $1.35M 0.03% -16,133 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 45,696 $1.32M 0.7% +21,198 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 44,356 $1.28M 0.46% +228 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 44,263 $1.28M 0.32% -1,341 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 43,312 $1.25M 0.91% +80 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 43,247 $1.25M 0.24% +2,867 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 41,778 $1.21M 0.01% +5,395 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 40,951 $1.18M 0.73% -4,621 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 40,900 $1.18M 0.31% +22,500 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 40,399 $1.17M 0.05% -272,753 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 39,981 $1.16M 0.41% 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 39,351 $1.14M 0.26% +1,074 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 351 $1.12M 0.13% -38,818 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 38,731 $1.12M 0.12% +5,576 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 37,339 $1.08M 0.77% +221 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 37,063 $1.07M 0.16% -428 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 36,530 $1.06M 0.03% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 36,023 $1.04M <0.01% +1,731 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 35,519 $1.03M 0.03% +3,033 13F-HR Timeline Blue Trust, Inc. 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