BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,336,403 $974M 0.07% +424,605 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 898,835 $202M 0.05% +23,856 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 596,531 $134M 0.01% -41,194 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 468,988 $105M 1.64% +36,349 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 448,969 $101M 14.11% -2,174 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 420,746 $94.5M 5.31% -30,985 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 406,752 $91.4M 0.02% +26,708 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 325,777 $73.2M +56,660 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 268,001 $60.2M 0.06% +2,656 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 257,399 $57.8M -63,560 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 240,152 $53.9M 0.14% -7,873 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 222,587 $50.1M 0.01% +677 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 194,838 $43.8M 0.01% -23,354 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 189,941 $42.7M 0.06% -11,594 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 161,186 $36.2M 0.05% +16,898 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 145,552 $32.7M 0.03% -3,995 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 125,136 $28.1M 0.02% +7,849 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 124,963 $28.1M 0.04% -1,058 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 120,522 $27.1M 0.07% +18,087 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 108,812 $24.4M 0.04% -6,597 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 104,743 $23.5M <0.01% +15,274 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 93,779 $21.1M 0.82% -4,863 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 91,381 $20.5M -2,434 Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 90,258 $20.3M +7,084 Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 82,020 $18.4M 4.07% +1,575 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 79,964 $18M 0.07% +4,054 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 70,785 $15.9M <0.01% -10,170 13F-HR/A Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 69,015 $15.5M 0.99% -434 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 68,662 $15.4M 2.83% -5,764 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 68,142 $15.3M 0.02% +458 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,363 $14.2M 0.11% -1,192 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 58,564 $13.2M <0.01% +24,825 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 57,663 $13M 0.43% -586 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 50,069 $11.2M 0.05% +209 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 49,737 $11.2M 0.03% -1,202 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 47,593 $10.7M 3.93% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 45,047 $10.1M 6.34% +514 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 44,002 $9.88M -2,277 Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 43,086 $9.68M 3.86% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 41,754 $9.38M 0.1% new 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 40,531 $9.1M 1.56% +788 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 39,211 $8.81M 0.07% -422 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 38,458 $8.61M 3.25% +959 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 38,061 $8.55M 0.63% +1,166 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 35,939 $8.05M 1.82% +58 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 34,927 $7.84M 0.03% -2,004 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,294 $7.7M 0.01% +2,282 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. 33,374 $7.5M <0.01% -1,659 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,163 $7.22M 0.02% -2,783 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 31,643 $7.06M <0.01% +1,702 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 30,480 $6.85M 0.74% +2,896 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 30,430 $6.83M 0.23% +62 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 29,824 $6.7M 3.51% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 29,621 $6.65M 1.61% -1,236 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 29,607 $6.65M 4.43% -691 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,334 $6.59M 0.01% -1,470 13F-HR Timeline Group Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 29,235 $6.57M 2.68% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 28,883 $6.49M 0.05% -312 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 28,244 $6.34M 1.79% +2,261 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 26,875 $6.04M 0.01% +1,178 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 26,329 $5.91M 5.58% -1,147 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 26,302 $5.91M <0.01% -871 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 25,747 $5.78M 0.35% -6 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,600 $5.75M 0.05% -325 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25,288 $5.66M 1.18% -611 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,849 $5.65M 0.01% -8,353 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,099 $5.64M 0.01% +268 13F-HR Timeline Group Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 24,654 $5.54M 2.43% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24,287 $5.45M 0.15% -1,029 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 24,218 $5.44M <0.01% +1,309 13F-HR Timeline Group HC Advisors, LLC More: the full row for HC Advisors, LLC 23,675 $5.32M 3.56% +3,405 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 23,528 $5.28M 1.32% -881 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 23,061 $5.18M 0.24% +1,079 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,949 $5.15M 2.03% -1,680 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 22,315 $5.01M 3.99% +1,545 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,264 $5M 0.04% -5,476 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,982 $4.94M 0.19% -10,383 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,684 $4.87M 0.02% +191 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 21,245 $4.77M 3.07% -948 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 20,761 $4.66M 1.59% -205 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 20,695 $4.65M 0.67% +308 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 19,901 $4.47M 0.46% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,740 $4.43M <0.01% +2,270 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,582 $4.38M 0.03% +2,872 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 19,415 $4.36M 0.12% +1,140 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 19,213 $4.32M 0.01% +5,584 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,600 $4.16M 0.01% -64 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 17,827 $4M 1.36% -472 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 17,432 $3.92M 1.25% +507 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,158 $3.85M 0.06% +9,131 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,936 $3.8M 0.01% +2,470 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,638 $3.74M 0.01% +3,137 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16,589 $3.73M 1.1% -61 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 16,411 $3.69M 2.15% +554 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,340 $3.67M 0.09% -3,997 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 16,252 $3.65M 0.61% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,207 $3.64M 0.01% +6 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 16,101 $3.62M 0.29% +1,512 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,002 $3.59M <0.01% +14,468 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 15,938 $3.58M 1.56% -4,636 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 15,788 $3.55M 0.08% -2,242 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 15,775 $3.54M 1.03% +348 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,651 $3.52M 0.02% +7,497 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 15,525 $3.49M 0.31% +348 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 15,349 $3.45M 0.78% +1,887 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 15,063 $3.38M 3.19% +247 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,895 $3.35M 0.02% -2,028 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 14,576 $3.27M 0.91% +422 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,128 $3.17M 0.04% -531 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,888 $3.11M 0.11% +13,178 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,740 $3.09M 0.15% -2,533 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 13,612 $3.06M 0.26% +1,401 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 13,563 $3.05M 0.89% -112 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,525 $3.04M 0.01% -132 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 13,275 $2.98M 0.67% +2,564 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,037 $2.93M 0.09% +708 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,891 $2.9M 0.05% +46 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 12,813 $2.88M 2.17% -1,002 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 12,770 $2.87M 0.58% +132 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,543 $2.82M 0.21% -38 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 12,217 $2.74M 1.01% -377 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,100 $2.72M 0.07% +194 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,954 $2.68M +193 Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 11,720 $2.63M 0.87% +1 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,679 $2.62M 0.02% -604 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 11,320 $2.54M 0.41% +3,676 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,263 $2.53M 0.01% -661 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,146 $2.5M 0.38% +190 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 11,127 $2.49M 0.54% +654 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,950 $2.46M 0.35% -258 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 10,718 $2.41M 0.9% +48 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,355 $2.33M 0.01% -2,985 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,334 $2.32M 0.26% -1,072 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) 10,234 $2.3M 0.06% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,077 $2.26M 0.26% +4,007 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,784 $2.25M 0.03% 0 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 9,945 $2.23M 2.29% -157 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 9,763 $2.19M 0.39% -2,191 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,718 $2.18M <0.01% +8,354 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 9,695 $2.18M 0.11% -89 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,653 $2.16M 0.16% -14 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,483 $2.13M 0.01% +191 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,457 $2.12M 0.05% +133 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,424 $2.12M 0.02% +40 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 9,390 $2.11M 0.55% +19 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 9,350 $2.1M 0.17% -846 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 9,200 $2.07M 0.69% +105 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,762 $1.97M 0.03% -11,532 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,726 $1.96M 0.07% +665 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,639 $1.94M 0.03% -3,719 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 8,629 $1.94M 0.01% -16,433 13F-HR Timeline Group Calder Financial LLC More: the full row for Calder Financial LLC 8,657 $1.94M 1.92% -507 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,460 $1.9M <0.01% +5,956 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,348 $1.87M 0.04% +145 13F-HR/A Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,333 $1.87M 0.73% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,047 $1.81M <0.01% +1,814 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 8,022 $1.8M 0.4% +202 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 7,888 $1.77M 0.49% +1,385 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,809 $1.75M 0.04% +80 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,773 $1.75M 0.13% +274 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,696 $1.73M 0.02% -119 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,641 $1.72M 0.02% -60 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,463 $1.68M 0.09% -1,006 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,449 $1.67M 0.03% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,433 $1.67M 0.04% -65 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,366 $1.65M 0.02% +266 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 7,315 $1.64M 0.28% -245 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,292 $1.64M 0.36% -57 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,040 $1.58M <0.01% -2,810 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 7,000 $1.57M <0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,979 $1.57M 0.08% +61 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 6,927 $1.56M 1.07% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,927 $1.56M 0.01% -87 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,907 $1.55M 1.34% -652 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,803 $1.53M 0.01% -3 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,780 $1.52M <0.01% +319 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,774 $1.52M 0.05% +340 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,631 $1.49M 0.01% -2,283 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,624 $1.49M 0.04% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,501 $1.46M 0.37% -100 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,501 $1.46M 0.02% -51,095 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,447 $1.45M <0.01% +2,977 13F-HR Timeline ARRIEN INVESTMENTS, INC. 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