BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,568,647 $3.15B 0.23% +131,154 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,604,287 $481M 0.03% +35,705 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,811,174 $242M 0.05% +27,036 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,750,319 $234M -6,891 Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,506,042 $201M 2.97% +89,344 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,236,644 $165M 0.05% +73,925 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 991,496 $132M 0.04% +20,587 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 968,596 $129M 0.01% -11,365 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 956,331 $128M 0.03% +106,060 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 792,581 $106M 5.66% -91,995 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 566,877 $75.7M -49,296 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 530,259 $70.8M 0.01% +48,857 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 473,735 $63.2M <0.01% -54,632 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 469,787 $62.7M 0.06% -8,142 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 449,425 $60M 0.07% +4,827 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 368,508 $49.2M 0.03% -45,916 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 323,794 $43.3M 0.06% -5,745 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 320,865 $42.4M 0.17% +26,367 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 270,833 $36.2M 0.12% -2,949 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 248,651 $33.2M 0.06% +20,766 13F-HR/A Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 215,280 $28.8M 0.22% 13F-HR/A Timeline Group TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 213,451 $28.5M 4.9% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 208,881 $27.9M 0.02% -6,631 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 208,669 $27.9M 0.04% +63,318 13F-HR/A Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 203,114 $27.1M 0.87% -1,167 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 200,562 $26.8M 0.17% +7,640 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 175,274 $23.4M 0.87% +171,906 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 174,694 $23.3M 0.03% +16,174 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 168,465 $22.5M 0.05% +11,179 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 155,903 $20.8M 0.03% -33,489 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 148,753 $19.9M 0.03% -15,457 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 146,030 $19.5M 3.76% +1,836 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 141,800 $18.9M 0.04% +4,049 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 141,032 $18.8M 5.49% +1,721 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 143,424 $18.8M 6.33% -3,627 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 138,679 $18.5M 0.26% -1,033 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 132,169 $17.6M 3.78% +211 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 131,515 $17.6M 0.02% -5,960 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 129,787 $17.3M 0.03% +1,480 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 128,081 $17.1M 4.15% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 126,162 $16.8M 0.03% new 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 123,123 $16.4M +110,858 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 117,970 $15.7M 0.09% +1,723 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 113,114 $15.6M 0.02% +7,485 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 112,932 $15.1M 0.39% -2,596 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 111,389 $14.9M 5.51% +511 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 110,147 $14.7M -3,105 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 109,156 $14.6M 1.08% -1,247 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 104,442 $13.9M 3.25% -1,251 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 102,796 $13.7M 6.49% +230 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 100,447 $13.4M <0.01% -16,180 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 97,980 $13.1M 0.02% -2,420 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 95,861 $12.8M 0.14% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 95,468 $12.7M 0.05% +5,672 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 88,282 $11.8M 1.73% -1,138 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 86,113 $11.5M 0.03% -1,389 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 84,071 $11.2M 0.01% +21,818 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 82,403 $11M 0.92% +31,423 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 81,340 $10.9M 0.06% new 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 80,676 $10.9M 4.13% +5,642 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 80,988 $10.8M +3,014 Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 78,063 $10.4M 0.9% +621 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 76,902 $10.3M 1.95% +2,446 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 75,775 $10.1M 0.01% -4,100 13F-HR Timeline Group Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 73,154 $9.77M 3.04% +2,242 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 67,734 $9.04M 0.2% -374 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 65,790 $8.78M 0.25% +5,839 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 65,237 $8.71M 0.1% +3,029 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 64,344 $8.59M 0.96% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 61,232 $8.17M 3.95% -150 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 58,723 $7.84M 0.14% -438 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 58,085 $7.75M 0.04% -4,537 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 56,494 $7.54M 1.7% -564 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 54,209 $7.24M 0.03% -1,155 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 53,560 $7.15M 0.02% +43 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 52,715 $7.04M 0.13% new 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 51,883 $6.93M 4.41% -4,632 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 51,841 $6.92M 1.31% -217 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 51,591 $6.89M 0.07% -713 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 50,726 $6.77M 0.49% +13,756 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 50,190 $6.7M 1.14% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 49,349 $6.59M 0.04% +3,905 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 49,176 $6.56M 0.42% +1,882 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 48,719 $6.5M 3.23% -2,281 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 48,217 $6.44M 0.09% -3,586 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 46,897 $6.26M 0.05% +8,332 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 46,179 $6.16M 0.05% +2,593 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 45,665 $6.1M 0.55% -150 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 45,533 $6.08M 0.05% +346 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 47,692 $6.07M 0.67% +1,613 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 45,192 $6.03M 1.86% +1,610 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 44,972 $6M 0.02% +845 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,623 $5.96M 0.01% -88 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,373 $5.79M <0.01% +2,924 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 42,873 $5.73M 4.17% +129 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 42,847 $5.72M 0.07% +58 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,443 $5.67M 0.07% -6,719 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 40,949 $5.47M 0.55% +6,638 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 39,434 $5.26M 0.43% +5,943 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 39,412 $5.26M 0.98% -1,215 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 37,784 $5.04M 0.19% +16,959 13F-HR/A Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 37,699 $5.03M 2.17% +4,331 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 36,769 $4.91M 0.02% -467 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 36,762 $4.91M 0.06% +706 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 36,526 $4.88M 1.03% +145 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 36,040 $4.81M 1.57% +1,518 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 34,882 $4.66M 1.61% +1,632 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,695 $4.63M 0.06% +1,452 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 34,431 $4.6M 0.37% +838 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 34,113 $4.55M 0.01% +256 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 33,849 $4.52M 1.43% +737 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 33,247 $4.44M 1.39% +5,150 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 32,797 $4.38M 4.13% -50 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 32,531 $4.34M 0.01% +7,907 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 32,219 $4.3M 0.02% +353 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,097 $4.28M 0.02% +626 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,849 $3.98M 0.14% +449 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,773 $3.97M 0.15% +905 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 29,133 $3.89M 1.47% -360 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,097 $3.88M 0.03% +1,890 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 28,817 $3.85M 1.62% +715 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 27,885 $3.72M 0.04% +268 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,823 $3.71M <0.01% +214 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,774 $3.71M 0.05% +664 13F-HR Timeline Group RCW Management, LLC More: the full row for RCW Management, LLC 27,735 $3.7M 3.74% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 27,500 $3.67M 0.11% -6,155 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 27,355 $3.65M 2.12% -872 13F-HR Timeline City State Bank More: the full row for City State Bank 26,985 $3.6M 0.99% +46 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 26,703 $3.56M 0.35% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,001 $3.47M 0.01% -845 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,704 $3.43M 0.05% -863 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25,685 $3.43M 0.05% -70 13F-HR Timeline Group Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 27,363 $3.42M 1.53% +2,043 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,475 $3.39M 0.08% -147 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,623 $3.29M 0.04% -1,151 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,832 $3.18M 0.02% +1,936 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 23,802 $3.18M 0.73% +257 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 23,505 $3.14M 0.94% -1,553 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 23,472 $3.13M 1.1% +1,459 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22,768 $3.04M 0.01% +2,308 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,756 $3.04M 0.08% +46 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 21,968 $3.01M 0.07% +300 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 22,538 $3.01M 0.14% 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 22,403 $2.99M 0.59% -106 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 22,087 $2.95M 1.15% +155 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 21,683 $2.89M 0.08% +3,850 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 21,664 $2.89M 0.22% -593 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) 21,550 $2.88M 0.07% +7,200 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,465 $2.87M <0.01% +1,305 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 20,925 $2.79M 0.02% +16,197 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 20,903 $2.79M 0.2% +19,064 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 20,613 $2.75M 0.05% +8,953 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,475 $2.73M 0.02% -7,031 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 20,074 $2.68M 1.43% +184 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 19,002 $2.54M 0.23% +3,106 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,026 $2.54M 0.01% +593 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,766 $2.51M 0.02% -389 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,648 $2.49M 1.66% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 18,485 $2.47M 0.02% +1,149 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,130 $2.42M 0.07% +17,831 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,788 $2.37M 0.14% +58 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,722 $2.37M <0.01% -9,763 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,532 $2.34M 0.12% +8,878 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,141 $2.29M 0.18% -795 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17,088 $2.28M 0.48% -215 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,750 $2.24M <0.01% +4,601 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 16,711 $2.23M 0.49% -168 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,596 $2.22M <0.01% +911 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,568 $2.21M <0.01% +3,687 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 16,454 $2.2M 1.45% +227 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 16,220 $2.17M 0.46% -249 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 15,647 $2.1M 2.64% -904 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 15,667 $2.09M 1.01% +1,157 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,480 $2.07M 0.01% -199 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 15,192 $2.03M 0.79% +886 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 14,785 $1.97M 0.34% +75 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,613 $1.95M 0.02% -1,774 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 14,595 $1.95M 1.57% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,442 $1.93M -683 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,365 $1.92M 0.01% +694 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 14,329 $1.91M 1% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,447 $1.89M 0.06% -1,538 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,894 $1.85M 0.03% +1,452 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 13,853 $1.85M 0.98% -2,860 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,514 $1.85M 0.04% +963 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 13,787 $1.84M 0.1% +142 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,765 $1.84M 0.01% -2,414 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,490 $1.8M 0.03% +284 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 13,443 $1.79M 1.52% -484 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 13,422 $1.79M <0.01% +7,706 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,373 $1.79M 0.04% +296 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Disciplined Investors, L.L.C. 12,352 $1.65M 1.08% -538 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,342 $1.65M 0.13% -99 13F-HR Timeline