AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,631,305 $759M 0.19% -160,879 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 10,738,988 $594M 2% +1,044,022 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/ 9,970,935 $552M 0.05% -11,194,451 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,392,207 $465M 0.03% +235,200 13F-HR/A Timeline Group NEPC LLC More: the full row for NEPC LLC 6,061,870 $336M 9.01% +2,032,558 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,377,634 $242M 0.25% +332,365 13F-HR/A Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,067,715 $170M 4.63% -768,977 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 3,063,500 $170M 4.07% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,985,854 $165M 3.41% +186,703 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,595,934 $144M 4.33% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,693,260 $137M +354,569 Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,088,027 $116M 8.54% -162,280 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,755,179 $97.1M 3.11% +190,883 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,581,125 $87.5M 0.35% -2,463 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,557,822 $86.2M +12,310 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,415,717 $78.4M 0.01% -43,056,521 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,303,124 $72.1M 0.02% -756,760 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,232,257 $68.2M 0.07% +169,199 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,220,349 $67.5M 0.03% +100,152 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,075,644 $59.5M 9.35% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,064,012 $58.9M 3.51% -49,570 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,023,623 $56.7M 0.02% +26,610 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,009,655 $55.9M 0.01% -344,385 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 938,023 $51.9M 3.87% +71,626 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 890,415 $49.3M 0.01% -241,724 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 861,524 $47.7M 14.79% +41,910 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 829,665 $45.9M 0.07% +84,886 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 829,627 $45.9M 1.53% -139,286 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 808,957 $44.8M 29.95% -242,116 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 721,425 $39.9M 0.2% +49,627 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 718,070 $39.7M 0.01% -150,057 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 678,728 $37.6M 0.01% 13F-HR/A Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 624,959 $34.6M -14,918 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 599,423 $33.2M 0.06% -5,915,275 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 557,961 $30.9M 0.05% +113,785 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 524,173 $29M 0.02% -130,545 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 485,000 $26.8M 1.07% -370,000 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 483,346 $26.8M 0.3% -311,534 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 479,294 $26.5M 0.53% +344,391 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 452,913 $25.1M 2.65% +24,779 13F-HR/A 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 430,037 $23.8M <0.01% +58,966 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 425,307 $23.5M 1.96% +13,104 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 407,583 $22.6M 0.19% +13,775 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 405,058 $22.4M 0.29% -573,483 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 399,363 $22.1M 0.5% +26,178 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 396,090 $21.9M 0.93% -2,252 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 385,744 $21.4M 0.05% +62,003 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 385,074 $21.3M 0.06% -528,040 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 372,976 $20.6M 2.62% -80,626 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 363,212 $20.1M 9.35% +23,489 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 330,400 $18.3M 0.01% +314,800 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 295,197 $16.3M 1.04% +13,875 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 290,646 $16.1M 2.29% -36,570 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 289,956 $16M 5.23% +32,422 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 287,809 $15.9M 0.09% +18,209 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 286,906 $15.9M 2.03% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 278,411 $15.4M 8.32% 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 255,359 $14.1M 0.04% -51,748 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 245,540 $13.6M 0.07% new 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 240,049 $13.3M 0.05% +95,305 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 230,933 $12.8M 0.95% +14,300 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 215,095 $11.9M 0.14% +5,009 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 206,955 $11.5M 0.23% -25,848 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 206,543 $11.4M 1.28% +97,802 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 192,536 $10.7M 1.97% +6,311 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 192,149 $10.6M 0.02% +3,999 13F-HR/A Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 182,850 $10.1M 0.22% +9,502 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 179,029 $9.91M 0.58% -97,856 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 178,415 $9.88M 4.98% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 175,523 $9.72M 5.09% +10,926 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 173,810 $9.62M 0.35% +5,539 13F-HR Timeline Quadratic Capital Management LLC More: the full row for Quadratic Capital Management LLC 173,570 $9.61M 2.55% -125,346 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 172,615 $9.55M 0.83% +20,678 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 170,878 $9.46M 5.56% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 169,021 $9.36M 3.35% -9,921 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 164,951 $9.13M 0.16% -6,549 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 162,362 $8.99M 1.62% +9,460 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 162,340 $8.99M 0.13% +7,806 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 161,624 $8.95M 0.7% +679 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 158,760 $8.79M 0.78% +2,096 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 155,906 $8.63M 1.96% +27,126 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 155,008 $8.58M 0.41% -88,605 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 154,031 $8.53M 9.03% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 153,502 $8.5M 0.02% +12,980 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 152,002 $8.41M 0.01% -225,367 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 148,747 $8.23M 0.65% +18,985 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 148,535 $8.22M 3.33% +14,344 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 142,265 $7.87M 0.01% -31,193 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 139,883 $7.74M 0.22% -899 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 132,574 $7.34M 2.55% +2,530 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 131,033 $7.25M 1.36% -21,837 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 128,052 $7.09M 7.78% -76,815 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 118,793 $6.58M 0.19% -22,811 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 118,164 $6.54M 5.47% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 112,352 $6.22M 0.01% +12,610 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 110,251 $6.1M 0.23% +12,934 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 109,048 $6.04M 0.1% +2,913 13F-HR/A Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 107,447 $5.95M 2.48% -44,982 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 106,537 $5.9M 0.16% +7,946 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 103,013 $5.7M 1.82% +13,757 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 98,386 $5.45M 1.43% +537 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 98,268 $5.44M 0.08% +8,671 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 98,975 $5.36M +25,848 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 93,222 $5.16M 0.01% +28,283 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 90,699 $5.02M 0.06% -2,502 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 85,172 $4.71M 0.21% +13,853 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 84,464 $4.68M 2.41% +26,669 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 83,142 $4.6M 1.24% -16,346 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 78,763 $4.36M 0.61% new 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 68,506 $4.22M 1.43% +129 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 75,667 $4.19M 0.01% -443 13F-HR Timeline Group KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 75,054 $4.15M 5.31% +2,662 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 74,909 $4.15M 0.13% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 74,654 $4.13M 0.51% +17,975 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 74,017 $4.1M 0.68% +7,186 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 71,138 $3.94M 0.16% +3,809 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 70,095 $3.88M 0.02% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 68,908 $3.81M 0.79% +55,529 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 68,653 $3.8M 0.77% +43,480 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 68,105 $3.77M 0.26% +61,390 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 67,081 $3.71M 0.01% -1,483 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,065 $3.71M 0.13% -132,142 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 67,029 $3.71M 0.03% +6,187 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 66,789 $3.7M 0.27% -20,364 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,427 $3.68M 0.02% +4,753 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 65,563 $3.63M 0.04% -9,047 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 63,048 $3.49M 0.05% -764,623 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,979 $3.49M 0.01% +17,466 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 61,736 $3.42M 0.37% -1,122 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 61,418 $3.4M 2% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 59,807 $3.31M 0.05% -205,453 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 58,389 $3.23M 0.01% -50,807 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 57,089 $3.16M 0.38% +25,775 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,425 $3.11M 0.08% +2,738 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 55,827 $3.09M 0.17% +27,989 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 54,387 $3.01M 1.48% +48,951 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 54,099 $2.99M 1.33% -6,632 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 54,069 $2.99M 0.02% +8,503 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 53,927 $2.98M 0.55% -41,102 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 53,635 $2.97M 0.62% -228,422 13F-HR/A Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 53,601 $2.97M 0.7% +1,881 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,554 $2.96M 0.01% -2,785 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 53,267 $2.95M 1.65% +7,476 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 52,489 $2.91M 0.69% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 52,257 $2.89M 1.98% -1,996 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 51,564 $2.85M 0.09% +602 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 51,021 $2.82M <0.01% +3,442 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 48,815 $2.7M 0.57% +33,380 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 48,582 $2.69M 1.19% -3 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 46,770 $2.59M 0.33% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 46,221 $2.56M 0.02% -809 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 44,836 $2.48M 1.61% -8,863 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 44,226 $2.45M 0.07% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 43,933 $2.43M 1.59% +3,143 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 43,671 $2.42M 1.26% -8,084 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 41,547 $2.34M 0.86% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 41,837 $2.32M 1.2% -1,016 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 41,228 $2.28M 0.81% -48,547 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 41,087 $2.27M 0.07% +6,168 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 40,321 $2.23M 1.15% -4,265 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 39,738 $2.2M 0.45% -4,326 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,362 $2.18M <0.01% new 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 37,839 $2.09M 0.81% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,964 $1.96M 0.01% +3,632 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 34,994 $1.94M 0.42% +1,369 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 34,770 $1.92M 0.88% +10,965 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 34,445 $1.91M 0.2% +1,713 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 33,648 $1.86M 0.09% -5,353 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 33,648 $1.86M 1.49% -5,353 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 33,598 $1.86M 0.29% +11,131 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 33,311 $1.84M 0.68% +1,621 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 31,908 $1.77M 0.06% -19,819 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 31,869 $1.76M 0.12% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 31,738 $1.76M 0.26% +6,052 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 31,437 $1.74M 0.07% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 31,316 $1.73M 0.48% +25,961 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 30,581 $1.69M 1.34% +1,815 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 30,448 $1.69M <0.01% +12,557 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 30,160 $1.67M 0.14% +7,460 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 29,891 $1.65M 0.02% +2,316 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 29,395 $1.63M 0.18% +14,018 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 29,122 $1.61M 0.69% +2,551 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/ 28,700 $1.59M <0.01% +14,969 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. 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More: the full row for Freedom Investment Management, Inc. 25,164 $1.39M 0.12% +8,508 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 24,463 $1.35M 0.46% +227 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 24,487 $1.35M -4,035 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 24,150 $1.34M +2,059 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,624 $1.31M 0.04% +6,869 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 23,108 $1.28M 0.34% +657 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 22,825 $1.26M 0.42% +347 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 22,482 $1.24M 0.4% -30,995 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,678 $1.2M 0.01% -5,196 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 20,287 $1.13M 0.36% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 20,095 $1.11M 1.08% +722 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,798 $1.1M 0.13% +14,666 13F-HR Timeline