FMR LLC in group FMR LLC More: the full row for FMR LLC 13,817,523 $561M 0.03% +198 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,691,970 $231M 0.01% +193,601 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,371,992 $218M 4.65% +78,903 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,283,204 $174M 0.52% +910,664 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,166,239 $169M +260,925 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,559,374 $144M 0.04% +363,329 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,414,132 $97.9M 5.35% -10,061 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,266,089 $91.7M 0.14% -172,093 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/ 1,945,582 $78.9M 0.01% -197,152 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,828,383 $74.1M 0.1% -19,118 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,804,672 $73.2M -167,607 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,763,751 $71.6M 0.01% +15,921 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,621,230 $65.8M 0.01% +11,122 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,393,972 $56.6M 0.95% -7,916 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,080,501 $44.1M 4.69% +102,992 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,037,836 $42.1M 0.01% +60,842 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 942,042 $38.2M 12.68% +48,780 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 834,945 $33.6M 0.44% +13,185 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 811,141 $32.9M 0.01% -760,873 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 780,724 $31.7M 0.06% +730,947 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 709,661 $28.8M 1.79% -11,441 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 711,648 $28.8M 2.3% +12,041 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 656,556 $26.6M 0.03% -5,524 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 647,181 $26.3M 1.65% +10,330 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 629,981 $25.6M 0.01% +18,323 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 615,598 $25M 0.04% +88,860 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 599,422 $24.3M 7.67% +18,368 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 598,459 $24.3M 4.38% new 13F-HR/A Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 597,989 $24.3M 2% +37,963 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 539,082 $21.9M 0.29% +46,076 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 520,670 $21.1M 0.04% +6,139 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 519,430 $21.1M 2.58% -6,992 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 499,598 $20.3M 3.77% +8,607 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 483,203 $19.6M 1.26% +22,412 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 444,385 $18M 0.31% +45,006 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 431,724 $17.5M 0.02% +57,671 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 412,621 $16.7M 0.05% -8,154 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 407,439 $16.5M 2.03% +29,109 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 397,961 $16M 4.98% +194 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 382,986 $15.5M 0.01% +264,694 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 380,422 $15.4M 1.05% +15,855 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 364,254 $14.8M 2.22% +7,794 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 351,248 $14.3M 2.25% +15,540 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 346,823 $14.1M 5.76% -4,194 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 336,599 $13.7M 0.02% +1,977 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 322,432 $12.9M 1.43% -25,687 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 311,829 $12.7M 0.07% +30,138 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 301,141 $12.2M 0.93% +13,199 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 292,122 $11.9M 0.89% +23,981 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 282,697 $11.5M 1.47% -29,661 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 276,800 $11.2M 0.03% +37,507 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 273,342 $11.1M 9.74% +4,083 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 267,530 $10.9M 0.05% +36,990 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 251,259 $10.2M 0.06% +42,447 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 245,065 $9.94M 0.18% -17,373 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 233,351 $9.47M 0.05% -10,913 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 226,485 $9.19M 0.62% -306,618 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Diversified Portfolios, Inc. 168,596 $6.84M 0.6% +8,094 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 167,208 $6.78M 4.33% -8,170 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 162,981 $6.61M 0.4% +31,567 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 155,415 $6.31M 0.64% +3,683 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 154,581 $6.27M 2.22% +4,452 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 147,216 $5.97M 3.31% +19,268 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 134,016 $5.44M 0.05% +8,909 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 130,057 $5.28M 2.01% +8,373 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 126,312 $5.12M 0.04% +13,997 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 123,969 $5.03M 0.64% +6,668 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 122,886 $4.99M 0.58% +8,383 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 120,870 $4.9M 0.03% -30,791 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 118,087 $4.78M 3.65% +1,431 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 117,537 $4.77M 0.11% +5,344 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 113,681 $4.61M 0.38% -1,056 13F-HR Timeline Group EWG Elevate Inc. More: the full row for EWG Elevate Inc. 111,513 $4.52M 1.41% +9,206 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 110,741 $4.49M 1.72% -2,034 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 109,060 $4.42M 0.06% +2,679 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 108,565 $4.41M 0.13% +38,618 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 108,403 $4.4M 0.04% +7,860 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 104,379 $4.23M 0.14% +233 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 102,616 $4.16M 0.19% +705 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 99,212 $4.02M <0.01% +21,464 13F-HR Timeline Group PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 98,560 $4M 2.99% +2,265 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 98,197 $3.98M 0.14% -937 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 96,012 $3.9M <0.01% +8,539 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 95,785 $3.89M 0.01% -12,837 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 93,914 $3.81M 0.01% -217,513 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 92,965 $3.77M 0.01% -152,309 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 91,087 $3.7M 0.85% -29,303 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 90,978 $3.69M 0.01% +53,398 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 90,846 $3.69M 2.06% +748 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 89,744 $3.64M 1.22% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 88,974 $3.61M 0.22% +1,237 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 87,585 $3.55M 0.97% +3,722 13F-HR Timeline Group ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 86,337 $3.5M 1.8% +21,189 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 81,378 $3.3M 0.08% +1,301 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 80,859 $3.28M 2.44% +686 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 77,352 $3.14M 0.01% +40,516 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 76,340 $3.1M 0.07% -6,350 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 75,527 $3.06M 1.06% +7,856 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 74,296 $3.01M 0.03% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 74,001 $3M 0.91% +30,894 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 72,954 $2.96M <0.01% -5,716 13F-HR Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 71,266 $2.89M 5.87% +1,351 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 71,030 $2.88M <0.01% +51,585 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 68,884 $2.79M 1.04% -699 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 66,857 $2.71M 1.85% +2,882 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 65,194 $2.64M 0.07% -1,414 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,647 $2.5M 0.01% -667 13F-HR/A Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 61,626 $2.5M 0.71% +2,109 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 61,156 $2.48M 0.11% -5,311 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 60,091 $2.44M 0.19% -51,286 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 59,816 $2.43M 0.08% +26,497 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 57,493 $2.33M 2.3% -2,325 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 56,399 $2.29M 0.14% -1,746 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 53,606 $2.17M 1.24% -7,953 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 53,447 $2.17M <0.01% +40,644 13F-HR/A Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 52,963 $2.15M 0.69% -271 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 49,740 $2.02M 0.72% +1,249 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 48,296 $1.96M 0.09% -10,897 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 46,504 $1.89M 0.26% +62 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 43,003 $1.74M 0.06% -6,900 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 42,362 $1.72M 1.17% -532 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 41,502 $1.68M 0.99% +627 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 39,359 $1.6M 0.12% -1,056 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38,906 $1.58M 0.18% +22,461 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 38,797 $1.57M 0.17% -7,240 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 38,592 $1.57M 0.12% -1,296 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 38,138 $1.55M 0.14% -18,242 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 38,086 $1.55M 0.27% +1,960 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,090 $1.5M 0.01% -6,381 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,078 $1.5M <0.01% +1,691 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 36,345 $1.47M 0.48% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 36,089 $1.46M 0.03% -2,279 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 35,939 $1.46M 0.2% -1,065 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 35,069 $1.42M 0.38% -1,768 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 33,448 $1.36M 0.35% +12,412 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 31,591 $1.28M 0.63% +701 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,359 $1.27M <0.01% +1,748 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 30,891 $1.25M 0.07% +3,214 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 30,364 $1.23M 0.24% -3,697 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 29,568 $1.2M 0.06% -1,757 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 28,756 $1.17M 0.11% +30 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 26,036 $1.06M 0.04% +674 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 25,300 $1.03M 0.42% -1,020 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 23,900 $970K 0.44% -110 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,852 $967K 0.08% -674 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. 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