BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,745,149 $392M 0.03% +1,920,892 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,750,827 $342M 0.09% -5,540 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,638,870 $184M 0.01% +7,187 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,042,045 $103M 0.02% -168,523 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,792,834 $90.8M 0.71% +68,398 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,768,788 $89.6M -126,221 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,561,623 $79.1M 0.09% -9,606 13F-HR Timeline Group Financial Advisory Corp More: the full row for Financial Advisory Corp 1,494,464 $75.7M 10.51% -99,404 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,337,826 $67.7M 8.82% +102,751 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,303,001 $66M 2.68% -194,556 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,182,871 $59.8M 2.3% +175,263 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,164,797 $59M 0.01% +303,711 13F-HR/A Timeline Group Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,135,747 $57.5M 11.95% +36,651 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,072,659 $54.3M 0.02% +20,293 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,065,200 $53.9M 0.62% +62,529 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,038,819 $52.6M 10.22% +709,301 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,035,906 $52.4M 0.06% -46,680 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,023,783 $51.8M 0.01% -233,995 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 997,985 $50.5M 0.07% +29,864 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 907,031 $45.9M 1.43% -1,012 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 906,988 $45.9M 17.81% +35,331 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 856,299 $43.4M 0.11% -59,488 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 832,366 $42.1M 1% -5,264 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 827,191 $41.9M 0.04% +161,824 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 796,761 $40.3M 10.32% -23,027 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 776,704 $39.3M 13.45% +105,390 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 699,741 $35.4M 0.61% +55,336 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 658,900 $33.4M 0.07% -109 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 636,839 $32.2M 3.18% +36,399 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 624,744 $31.6M 1.14% +449,599 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 619,183 $31.3M 40.6% +449,259 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 585,477 $29.6M 3.47% new 13F-HR Timeline Ifrah Financial Services, Inc. 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Prosperity Capital Advisors 494,090 $25M 1.42% +81,394 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 483,683 $24.5M 16.79% +214,936 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 464,752 $23.5M 0.23% -24,162 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 461,402 $23.3M 15.87% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 449,808 $22.8M 2.27% +3,645 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 445,105 $22.5M 29.94% +191,008 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 436,853 $22.1M 6% -66,251 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 431,963 $21.9M 0.47% +296,762 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 425,165 $21.5M 7.2% +206,161 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 416,662 $21.1M 0.02% -173,188 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 409,027 $20.7M 0.73% -1,882 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 406,901 $20.6M 0.04% +15,766 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 399,043 $20.1M 0.19% +132,095 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 383,553 $19.4M 0.01% -2,222 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 377,801 $19.1M 4.56% -33,196 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 360,431 $18.2M 10.34% -1,998 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 339,302 $17.2M 3.06% +91,623 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 317,993 $16.1M 0.01% -163,236 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 303,924 $15.4M 3.32% +22,886 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 296,312 $15M 0.31% +77,462 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 292,273 $14.8M 0.02% -307,206 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 291,138 $14.7M 0.03% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 277,035 $14M 0.49% +73,684 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 268,379 $13.6M 4.19% +22,358 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 253,469 $12.8M 0.43% -529 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 248,525 $12.6M 0.02% -7,775 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 246,845 $12.5M 3.46% +76,146 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 247,360 $12.5M 0.71% +1,623 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 245,240 $12.4M 0.91% -6,515 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 244,181 $12.4M 2.44% +17,859 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 242,208 $12.3M <0.01% +194,323 13F-HR/A Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 241,455 $12.2M 7.42% +43,451 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 238,560 $12.1M 0.06% -30,932 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 230,838 $11.7M 7.08% +65,141 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 228,780 $11.5M 5.71% -47,282 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 221,679 $11.2M 3.55% +31,508 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 213,753 $10.8M 0.17% +100,337 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 213,380 $10.8M 1.19% +5,900 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 199,657 $10.1M 2.46% +11,517 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 199,512 $10.1M 0.09% -37,966 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 183,323 $9.28M 0.07% -39,767 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 181,867 $9.18M 0.06% -26,327 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 174,572 $8.84M 3.3% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 172,371 $8.73M 6.38% +6,794 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 170,670 $8.64M 0.31% +9,900 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 166,683 $8.43M 1.15% +25,737 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 166,110 $8.41M 0.66% +3,835 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 164,760 $8.34M 0.01% +160,212 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 160,320 $8.12M 1.78% -110,826 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 159,090 $8.05M 0.05% -29,597 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 158,119 $8.01M 3.32% -12,828 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 156,296 $7.91M 0.02% -18,610 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 154,390 $7.82M 2.23% -81,415 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 152,152 $7.7M 8.46% -65,060 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 149,518 $7.57M 0.62% -14,770 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 145,961 $7.39M 0.64% +1,260 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 144,795 $7.33M 0.13% +1,948 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 144,678 $7.32M 5.98% +793 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 144,556 $7.32M 0.01% -20,343 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 134,910 $6.83M 3.09% +7,093 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 128,808 $6.52M 0.02% -377,631 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 128,737 $6.52M <0.01% -104,703 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 123,548 $6.26M 1.03% +4,490 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 121,028 $6.13M 1.72% +98,697 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 117,397 $5.94M 0.19% -9,568 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 116,786 $5.89M 0.29% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 115,491 $5.85M 0.75% -46,018 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 114,522 $5.8M 0.14% -88,269 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 114,282 $5.79M 0.06% -87,089 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 111,810 $5.66M 1.49% +41,785 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 110,807 $5.61M 4.34% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 110,020 $5.57M 0.01% new 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 109,835 $5.56M 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 106,245 $5.38M 0.39% +3,527 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 104,167 $5.27M 0.39% -2,702 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 102,020 $5.17M 1.98% -80,628 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 100,678 $5.1M 1.26% -879 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 100,656 $5.1M 0.02% -25,804 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 97,346 $4.93M 0.88% +1,071 13F-HR Timeline Group Baring Financial LLC More: the full row for Baring Financial LLC 96,730 $4.9M 3% +5,791 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 95,592 $4.84M 0.03% +26,139 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95,077 $4.81M <0.01% +10,150 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 92,730 $4.69M 0.01% -744 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 90,088 $4.56M 0.27% -494,107 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 86,296 $4.37M 2% -22,631 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 86,100 $4.36M 0.37% -61,789 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 85,742 $4.34M 2.18% +84,870 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 85,518 $4.33M <0.01% new 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 84,682 $4.29M 1.54% -1,377 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 84,253 $4.27M 0.77% +3,296 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 84,014 $4.25M 3.45% -243 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 83,995 $4.25M 0.02% +555 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 79,468 $4.02M 1.37% +74,999 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 79,515 $4.02M 1.52% -2,735 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 78,757 $3.99M 0.23% +14,488 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 78,352 $3.97M 1.81% +25,257 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 78,023 $3.95M 0.08% +5,333 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 74,870 $3.79M 3.27% -3,336 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 71,942 $3.64M 1.45% -14,827 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 69,659 $3.53M 0.74% -15,555 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 66,821 $3.38M 0.02% -6,063 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 66,284 $3.36M 0.08% -170,026 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 66,059 $3.34M 0.62% -5,088 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 65,080 $3.29M 0.74% +13,325 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 63,312 $3.21M 0.01% -44 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 63,090 $3.19M 0.93% +6,115 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 61,232 $3.1M 0.17% +19,874 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 58,354 $2.95M 2.22% -22,262 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 56,071 $2.84M 0.22% -11,151 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 54,910 $2.77M 0.01% -94,940 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 54,614 $2.77M 0.41% +1,818 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 54,403 $2.75M 0.1% -3,417 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 54,396 $2.75M 0.11% -34 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 53,281 $2.7M 1.81% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 53,326 $2.7M 1.1% +29,259 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 53,225 $2.69M 1.39% +30 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 53,035 $2.69M <0.01% +2,728 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 52,412 $2.65M 0.32% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 52,249 $2.65M 0.01% +1,542 13F-HR Timeline Group Foundry Financial LLC More: the full row for Foundry Financial LLC 50,782 $2.57M 1.09% +37,368 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 50,194 $2.54M 0.52% -1,266 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50,090 $2.54M 0.05% +1,776 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 49,671 $2.51M 0.03% -414 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 49,242 $2.49M 0.67% +25,753 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 48,928 $2.48M 0.18% -2,970 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 48,598 $2.47M 0.38% -666 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 48,026 $2.43M 0.05% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47,092 $2.38M 0.01% -9,341 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 46,839 $2.37M <0.01% -1,633 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 46,158 $2.34M 0.55% +3,668 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 44,236 $2.24M 0.13% -525,447 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 42,693 $2.16M 0.82% +15,914 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 41,945 $2.12M 0.14% -3,135 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. 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More: the full row for Koshinski Asset Management, Inc. 35,868 $1.82M 0.11% -593 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 35,656 $1.81M 0.06% +9,810 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 35,645 $1.8M <0.01% -36,408 13F-HR Timeline Group 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 35,209 $1.78M 1.68% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 34,285 $1.74M <0.01% -65,729 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,109 $1.73M <0.01% +29,368 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 34,093 $1.73M 0.13% -211 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 34,076 $1.73M 0.62% +374 13F-HR Timeline Sovereign Financial Group, Inc. 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