Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 5,840,513 $616M 0.06% +1,893,152 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,711,671 $181M 2.79% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,474,396 $156M 0.04% +1,297,176 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. 1,256,438 $133M 0.08% +34,927 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,098,902 $116M 0.17% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 856,585 $90.4M 0.13% +38,765 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 771,084 $81.4M 0.02% +60,700 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 717,359 $75.7M <0.01% -66,777 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 602,486 $63.6M 5.76% -235,454 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 510,175 $53.8M 0.01% -18,027 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 465,759 $49.2M 0.01% -10,854 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 422,495 $44.6M 0.01% +413,458 13F-HR Timeline Group CPR Investments Inc. More: the full row for CPR Investments Inc. 376,870 $39.8M 26.54% +220,633 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 326,254 $34.4M 0.47% -49,351 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 302,464 $31.9M 0.36% +650 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 290,968 $30.7M 0.14% -35,918 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 244,986 $25.9M 8.38% -32,552 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/ 233,149 $24.6M <0.01% -57,263 13F-HR Timeline Group DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 219,653 $23.2M 2.44% -32,552 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 218,591 $23.1M <0.01% +207,351 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 175,578 $18.5M 0.03% -21,036 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 149,660 $15.8M 0.11% +8,973 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 142,517 $15M 0.04% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 139,210 $14.7M 1.56% +11,600 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 131,346 $13.9M <0.01% +46,262 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 115,905 $12.2M 0.01% -25,158 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 112,551 $11.9M 9.33% +645 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 107,997 $11.4M 0.22% +2,459 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 99,732 $10.5M 0.01% +29,846 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 86,172 $9.1M 1.67% +36,047 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 84,845 $8.96M 0.02% +16,225 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 83,337 $8.8M 3.28% +1,009 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 82,706 $8.73M 0.36% -6,366 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 75,706 $7.99M 0.82% new 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 75,345 $7.95M 1.15% -2,963 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 72,153 $7.62M 0.01% -8,405 13F-HR Timeline Group Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 69,961 $7.38M 5.46% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 68,249 $7.2M 0.58% +33,528 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 65,846 $6.95M 0.01% +32,665 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 65,205 $6.88M 0.22% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 60,586 $6.39M 1.48% +13,245 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 57,775 $6.1M 0.42% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,083 $5.5M 0.01% -22,641 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 47,582 $5.02M <0.01% +35,505 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 45,992 $4.85M 0.03% -9,638 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 41,607 $4.39M 0.01% +1,664 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 37,929 $4M 0.28% +18,789 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 32,993 $3.48M 0.94% +3,555 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,842 $3.47M <0.01% +23,016 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26,552 $2.8M 0.04% -1,641 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,278 $2.77M 0.01% -26,728 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,864 $2.41M <0.01% -14,508 13F-HR Timeline Group Bulwark Capital Corp More: the full row for Bulwark Capital Corp 21,364 $2.25M 1.39% +284 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 21,165 $2.23M 0.06% -3,223 13F-HR Timeline Group Barton Investment Management More: the full row for Barton Investment Management 20,430 $2.16M 0.27% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,176 $1.81M 0.02% -1,766 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,772 $1.77M 0.02% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,236 $1.71M 0.01% -3,586 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 15,170 $1.6M 0.74% -3,691 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 14,681 $1.55M 0.13% -5,143 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,320 $1.51M <0.01% -687 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 12,832 $1.35M 0.01% -24,043 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 37,458 $1.32M 0.26% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,436 $1.31M 0.29% -988 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 11,926 $1.26M 0.09% -13,934 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,547 $1.22M 0.09% -2,530 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,227 $1.19M 0.01% 0 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,106 $1.17M 0.2% +3,230 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 10,996 $1.16M 0.73% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 10,940 $1.15M 0.56% -2,431 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,684 $1.13M 0.49% -6,921 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,659 $1.13M 0.02% +4,954 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,887 $1.04M 0.26% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,677 $1.02M <0.01% -11,028 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,631 $1.02M 0.35% +816 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,485 $1M 0.04% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,082 $959K 0.01% -2,283 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,155 $861K <0.01% +267 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,131 $858K 0.01% +7,955 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,702 $813K <0.01% -553 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 7,580 $800K 0.33% -76 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,147 $754K <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,004 $739K 0.01% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 6,874 $726K 0.39% -85 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,072 $641K 0.07% -1,342 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,071 $641K <0.01% -7,997 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,008 $634K <0.01% -314 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 5,235 $553K 0.23% -4,771 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,910 $519K 0.06% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,829 $510K 0.42% -14 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,459 $471K 0.02% -139 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,202 $444K 0.01% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,150 $438K 0.09% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,064 $429K <0.01% -451 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,929 $415K 0.04% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,753 $396K 0.02% -223 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,704 $391K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,318 $350K 0.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,925 $309K <0.01% -75 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,900 $306K 0.01% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 2,764 $292K 0.07% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,658 $281K 0.01% +110 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,602 $275K 0.01% -472 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,579 $272K 0.01% new 13F-HR/A Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,546 $269K <0.01% 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,500 $264K 0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,498 $264K 0.04% -9,314 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,459 $260K 0.14% -85 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,163 $228K 0.02% +34 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,128 $225K 0.06% +105 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,038 $215K <0.01% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,903 $201K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,898 $200K <0.01% new 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 1,652 $174K 0.1% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 948 $100K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 860 $90.8K <0.01% -40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 858 $90.6K 0.01% +129 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 658 $69.5K 0.11% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 636 $67.1K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 441 $46.5K <0.01% +216 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 301 $31.8K <0.01% +286 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 235 $24.8K 0.01% -159 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 204 $21.5K 0.02% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 182 $19.2K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 145 $15.3K <0.01% -38 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 120 $12.7K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 100 $10.6K <0.01% -416 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 99 $10.5K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 95 $10K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 84 $8.87K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 78 $8.23K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15 $1.62K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2 $211 <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2 $176 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1 $98 <0.01% -674 13F-HR Timeline Group WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 3,722 (0.11%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 3,722 (0.11%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR