LPL Financial LLC More: the full row for LPL Financial LLC 48,812,099 $1.41B 0.38% +1,719,493 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 44,094,271 $1.27B 2.41% +3,010,875 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 37,247,174 $1.07B 12.15% +1,385,521 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/ 14,375,967 $415M 0.03% -3,508,462 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,316,901 $326M 3.36% +587,744 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 7,945,875 $229M 6.73% -78,144 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,989,159 $202M +980,571 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,836,309 $197M 0.04% -323,936 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,289,128 $181M 0.49% +948,731 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,757,906 $166M 1.33% +377,331 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,621,794 $162M 5.92% +33,213 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,865,351 $140M 11.53% +501,665 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,645,677 $134M 15.03% +178,073 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,391,681 $97.8M 0.14% -109,118 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,358,644 $96.9M 1.4% +342,131 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,273,468 $94.4M 6.3% -807 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,877,371 $83M 0.02% +40,694 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,843,335 $82M 0.17% +207,365 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,752,121 $79.4M 2.37% +65,099 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,668,179 $77M <0.01% -9,432 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,367,256 $68.4M 0.89% +385,248 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,263,083 $65.3M 14.78% +214,557 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,198,284 $63.4M 7.79% -1,133,784 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,136,311 $61.6M +77,205 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,924,746 $55.5M 0.06% +339,837 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,809,234 $52.2M 0.96% +24,325 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,803,557 $52M +248,758 Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,670,793 $48.2M 2.7% +1,446,130 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,525,809 $44M 0.05% +78,779 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,500,900 $43.3M 9.34% +98,614 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,458,233 $42.1M 0.06% +34,476 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,450,509 $41.8M 5.53% +30,831 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,418,376 $40.9M 4.31% +86,979 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,367,824 $39.4M 4.23% +47,303 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,314,158 $37.9M 3.59% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,304,034 $37.6M <0.01% -939,382 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,278,390 $36.9M 0.25% +73,950 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,274,860 $36.8M 0.58% +56,300 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,091,131 $31.5M 0.53% +202,389 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,066,465 $30.8M 1.6% +521,853 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,037,880 $29.9M 0.46% +1,027,824 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,031,252 $29.7M 0.01% +4,724 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,023,857 $29.5M 0.03% -6 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 1,019,170 $29.4M 0.04% +292,396 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,001,701 $28.9M 0.56% +51,474 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 950,203 $27.4M 0.13% +35,542 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 940,048 $27.1M 12.12% +79,381 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 907,726 $26.2M 4.02% -293,814 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 822,162 $23.7M 6.08% +22,427 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 814,416 $23.5M 3.01% +374,399 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 806,100 $23.2M 0.01% -239,688 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 712,339 $20.5M 0.03% -258,469 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 711,186 $20.5M 0.03% +131,024 13F-HR Timeline Collier Financial More: the full row for Collier Financial 640,911 $18.5M 13.88% +44,180 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 616,646 $17.8M <0.01% -26,399 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 602,287 $17.4M 0.15% -14,277 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 598,595 $17.3M 10.69% +90,353 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 588,379 $17M 0.8% +28,358 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 537,610 $15.5M 0.02% +44,014 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 528,985 $15.3M 0.96% -189,381 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 520,300 $15M 0.15% +26,247 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 513,185 $14.8M 0.33% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 511,714 $14.8M 0.02% +27,230 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 503,002 $14.5M 10.24% +1,553 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 501,392 $14.5M 6.13% -15,722 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 482,652 $13.9M 0.46% +2,324 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 469,413 $13.5M 3.32% -27,010 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 465,570 $13.4M 2.01% -26,569 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 464,355 $13.4M <0.01% +339,840 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 461,884 $13.3M 1.18% +35,987 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 461,379 $13.3M 4.02% -57,035 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 461,236 $13.3M 0.52% -29,772 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 454,605 $13.1M 1.19% +11,112 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 454,171 $13.1M 0.15% +2,864 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 445,153 $12.8M 3.87% +56,212 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 437,881 $12.6M 1.16% -3,559 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 418,460 $12.1M 2.66% +83,700 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 403,133 $11.6M 0.07% +361,355 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 389,389 $11.2M 6.17% +36,695 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 377,726 $10.9M 0.08% +23,639 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 375,897 $10.8M 3.34% +19,465 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 363,904 $10.5M 8.84% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 360,183 $10.4M 0.75% -93,805 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 357,036 $10.3M 0.12% +127,026 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 355,489 $10.3M 2.58% +21,553 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 345,509 $9.96M 3.33% -4,783 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 330,010 $9.52M 1.43% +1,806 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 323,787 $9.34M 4.42% +18,321 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 322,765 $9.31M 7.46% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 319,091 $9.2M 3.36% +5,246 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 316,569 $9.13M <0.01% 0 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 302,860 $8.73M 0.03% -9,634 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 301,794 $8.7M 0.38% +16,324 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 296,450 $8.55M 3.03% -6,312 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 295,949 $8.54M 0.02% +64,318 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. 289,000 $8.33M 0.02% -46,000 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 287,620 $8.29M 3.21% +17,194 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 267,783 $7.72M 0.02% +3,492 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 261,710 $7.55M 1.69% +213,430 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 260,393 $7.51M 0.84% +8,917 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 247,426 $7.14M 0.66% +20,960 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 242,464 $6.99M 3.93% 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 240,469 $6.94M 4.61% +6,753 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 235,879 $6.8M 1.24% +6,044 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 226,394 $6.53M 0.04% +37,739 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 215,619 $6.22M 0.05% 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 213,085 $6.15M <0.01% -10,002 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 211,741 $6.11M 3.32% +8,311 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 211,612 $6.1M 1.94% -12,540 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 210,069 $6.06M 0.28% +33,731 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 208,313 $6.01M <0.01% +5,758 13F-HR/A Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 206,329 $5.95M 6.15% +98,096 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 201,094 $5.8M 0.19% -14,577 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 200,892 $5.79M 1.13% +14,539 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 199,019 $5.74M 0.05% +56,519 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 197,759 $5.7M 0.01% +38,063 13F-HR/A Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 193,625 $5.58M 0.59% -7,707 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 192,008 $5.54M <0.01% +7,011 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 188,809 $5.45M 0.95% +164,250 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 186,748 $5.39M 3.18% -62,853 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 178,997 $5.16M 0.23% +17,840 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 173,540 $5M 0.07% -578,485 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 163,810 $4.72M 0.23% +1,849 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 163,155 $4.71M 0.24% +22,953 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 161,552 $4.66M <0.01% +148,568 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 158,378 $4.57M 0.02% -13,713 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 157,889 $4.55M 0.02% -43,757 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 157,997 $4.55M 2.97% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 154,871 $4.47M 0.17% +15,909 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 152,145 $4.39M 0.1% +128,465 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 142,967 $4.12M 2.89% -355,218 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 140,880 $4.1M 0.93% -495,837 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 140,428 $4.05M 3.29% +6,866 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 132,292 $3.82M 2.74% +12,249 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 129,361 $3.73M 0.48% +2,931 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 126,204 $3.64M 0.03% +13,783 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 124,892 $3.6M 0.14% +20,596 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 124,599 $3.59M 0.3% +1,119 13F-HR Timeline Group Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 121,391 $3.5M 1.68% +15,442 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 119,771 $3.45M 0.01% -4,013 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 117,461 $3.39M 0.06% -6,441 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 109,201 $3.14M 2.35% +1,134 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 108,376 $3.13M 0.7% +16,259 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 108,117 $3.12M 0.35% -66,426 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 106,222 $3.06M 0.77% 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 104,269 $3.01M 0.84% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 102,360 $2.95M 0.26% +3,094 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 100,664 $2.9M <0.01% +18,590 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 94,773 $2.73M <0.01% -63,176 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 92,378 $2.66M 1.64% 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 91,829 $2.65M 2.86% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 90,476 $2.61M 0.01% -34,269 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 89,831 $2.59M <0.01% -53,484 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 88,248 $2.55M 0.7% -1,645 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 88,200 $2.54M 2.82% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 86,664 $2.5M 0.17% new 13F-HR/A Timeline Bonfire Financial More: the full row for Bonfire Financial 81,318 $2.35M 1.75% -9,766 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 80,999 $2.34M 0.08% -1,501 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 80,103 $2.31M 1.91% 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 77,506 $2.23M 2.89% -42,257 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 75,608 $2.18M 0.01% +10,747 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 74,242 $2.14M 0.01% -2,904 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 73,486 $2.12M 0.05% +44,103 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 73,277 $2.11M 0.92% +1,504 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 71,034 $2.05M 2.26% -3,473 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 67,823 $1.96M 0.38% +14,375 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 67,722 $1.95M 0.11% +4,025 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 64,907 $1.87M 0.02% -7,689 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 63,304 $1.83M <0.01% +27,281 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 62,069 $1.79M 0.51% +4,253 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 61,894 $1.79M 0.13% -332 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 60,891 $1.76M 1.49% -4,859 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 60,480 $1.74M 0.04% +100 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 60,258 $1.74M 0.34% +1,962 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 59,801 $1.72M 0.63% -15,603 13F-HR Timeline M Holdings Securities, Inc. 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