Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 11,651,670 $671M 2.19% +912,682 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,589,591 $669M 0.18% -2,041,714 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,076,298 $523M 0.04% +684,091 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,700,611 $386M 0.03% -3,270,324 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 6,357,273 $366M 10.14% +295,403 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,340,700 $250M 0.28% -36,934 13F-HR/A Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,781,477 $218M 6.13% +713,762 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,151,629 $182M 2.31% +165,775 13F-HR/A Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 3,063,500 $176M 4.16% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,712,844 $156M 4.43% +116,910 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. 2,907,773 $155M +214,513 Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,069,208 $119M 3.42% +314,029 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,665,488 $95.9M +107,666 Timeline COMERICA BANK More: the full row for COMERICA BANK 1,647,404 $94.9M 0.4% +66,279 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,565,757 $90.2M 0.04% +345,408 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,210,679 $69.7M 0.01% -205,038 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,206,379 $69.5M 0.05% -25,878 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,076,457 $62M 0.01% +66,802 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,066,943 $61.5M 3.95% +128,920 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,035,908 $59.7M 3.5% -28,104 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 977,013 $56.3M 0.01% -326,111 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 909,875 $52.4M 0.02% -113,748 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 865,136 $49.8M 15.3% +3,612 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 858,957 $49.5M 0.08% +29,292 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 834,205 $48.1M 1.42% +4,578 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 808,957 $46.6M 30.44% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 763,443 $44M 0.07% +205,482 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 737,947 $42.5M 0.02% +59,219 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 735,319 $42.4M 0.21% +13,894 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 701,631 $40.4M 0.01% -188,784 13F-HR/A Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 671,840 $38.7M 0.1% +667,047 13F-HR/A Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 646,593 $37.3M 3% +221,286 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 628,446 $36.2M 0.03% +104,273 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 609,521 $35.1M 9.33% +590,196 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 578,610 $33.3M 0.09% +193,536 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 550,000 $31.7M 1.29% +65,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 530,532 $30.6M 0.06% -68,891 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 521,231 $30M 0.01% -196,839 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 506,560 $29.2M 0.01% +76,523 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 469,966 $27.1M 2.82% +17,053 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 422,657 $24.3M 0.06% +36,913 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 421,328 $24.3M -203,631 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 406,082 $23.4M 0.2% -1,501 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 399,363 $22.1M 0.49% 0 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 376,415 $21.7M 3.31% +3,439 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 388,311 $21.5M 0.56% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 365,856 $21.1M 0.24% -117,490 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 361,198 $20.8M 0.06% +105,839 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 312,911 $18M 2.17% +22,265 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 399,905 $17.8M 8.11% +36,693 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 300,277 $16.8M 0.09% +12,468 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 292,031 $16.8M 1.09% -3,166 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 274,200 $15.8M 0.01% -56,200 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 271,893 $15.7M 0.66% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 264,553 $15.2M 0.06% +24,504 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 259,582 $15M 0.46% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 252,862 $14.6M 3.21% +96,956 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 245,456 $14.1M 1% +14,523 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 240,500 $13.9M 0.3% +57,650 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 227,605 $13.1M 7.58% -50,806 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 221,339 $12.8M 0.11% new 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 215,003 $12.4M 0.15% -92 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 200,020 $11.5M 2.74% -89,936 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 199,317 $11.5M 2.19% +6,781 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 189,063 $10.9M 5.93% +18,185 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 186,095 $10.7M 0.31% +67,302 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 184,977 $10.7M 5.41% +6,562 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 182,968 $10.5M 5.5% +7,445 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 172,229 $9.92M 0.37% -1,581 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 171,305 $9.83M 0.14% +8,965 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 168,912 $9.73M 1.09% -37,631 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 167,743 $9.66M 3.36% -1,278 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 159,957 $9.22M 0.86% +1,197 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 159,095 $9.17M 3.42% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 158,584 $9.14M 1.7% -3,778 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 156,282 $9M 3.81% +7,747 13F-HR Timeline Quadratic Capital Management LLC More: the full row for Quadratic Capital Management LLC 149,465 $8.58M 2.21% -24,105 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 148,527 $8.56M 9.32% -5,504 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 147,330 $8.49M 0.72% -1,417 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 146,706 $8.45M 0.1% -258,352 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 136,719 $7.88M 2.69% +4,145 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 130,966 $7.54M 0.12% +21,918 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 121,001 $6.97M 0.28% +10,750 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 120,843 $6.96M 2.82% +13,396 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 120,485 $6.94M 2.2% +17,472 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 119,266 $6.87M 1.27% -11,767 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 117,759 $6.78M 5.41% -405 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 118,219 $6.76M +19,244 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 114,966 $6.62M 0.01% +2,614 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 114,760 $6.61M 0.18% +8,223 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 109,748 $6.32M 0.01% -32,517 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 108,936 $6.28M 0.28% +23,764 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 107,336 $6.18M 0.27% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 106,800 $6.15M 0.11% -58,151 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 102,235 $5.89M 0.39% +70,366 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/ 102,009 $5.88M 0.01% +73,309 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 99,720 $5.74M 0.08% +1,452 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 99,002 $5.7M 1.51% +616 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 98,086 $5.65M 0.9% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 97,824 $5.64M 0.67% +23,170 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 97,062 $5.59M 2.84% +12,598 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 89,420 $5.15M 0.07% -1,279 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 83,228 $4.79M 2.02% +21,810 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 79,127 $4.56M 0.65% +364 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 78,257 $4.51M 0.01% -113,892 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 76,820 $4.43M 0.15% +1,911 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 76,692 $4.42M 0.02% +57,740 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 76,182 $4.39M 0.84% +2,165 13F-HR/A Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 75,661 $4.36M 5.01% +607 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,724 $4.3M 0.01% +11,745 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 73,961 $4.26M 1.09% -9,181 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 73,867 $4.26M 0.01% -1,800 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 73,766 $4.25M 0.17% +2,628 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 72,153 $4.16M 0.84% +3,500 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 70,095 $4.04M 0.03% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 69,090 $3.98M 0.01% +2,009 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. 68,639 $3.95M 0.29% +534 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 66,557 $3.83M 0.28% -232 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 66,482 $3.83M 0.03% -547 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 66,097 $3.81M 0.05% +534 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 60,768 $3.5M 0.36% -968 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 59,334 $3.42M 1.66% +5,235 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 59,199 $3.41M 0.4% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 57,879 $3.33M 0.02% +3,810 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 57,639 $3.32M 0.42% +550 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 57,638 $3.32M 0.11% +6,074 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,287 $3.24M 0.08% -138 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 55,880 $3.22M 0.75% +3,391 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 55,869 $3.22M 1.15% +14,641 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 55,755 $3.21M 0.75% +2,154 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 54,981 $3.17M 2.32% +2,724 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,284 $2.95M <0.01% -41,938 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 50,978 $2.94M 0.49% +15,984 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49,396 $2.85M 0.16% -6,431 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 49,178 $2.83M 0.38% +21,901 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 48,289 $2.78M 0.26% +34,531 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 47,923 $2.76M 0.28% +13,478 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 47,081 $2.71M 0.01% -6,473 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 46,770 $2.69M 0.35% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 46,021 $2.65M 0.02% -200 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45,592 $2.63M 0.02% -20,835 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 45,368 $2.61M 1.73% +532 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 44,932 $2.59M 0.29% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 44,500 $2.56M 0.53% -4,315 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 44,045 $2.54M 1.42% +3,724 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,297 $2.49M <0.01% -7,724 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 42,819 $2.47M 1.39% +982 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 41,892 $2.41M 0.03% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 41,352 $2.38M 0.23% +11,957 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 41,284 $2.34M 1.3% -2,387 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 40,358 $2.33M 0.07% -729 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 39,957 $2.3M 0.77% +6,646 13F-HR/A Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 38,788 $2.23M 0.88% +949 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 38,536 $2.22M 0.85% -3,011 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,930 $2.19M 0.06% -29,135 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 37,586 $2.17M 0.03% -22,221 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 37,201 $2.14M 0.07% +5,293 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 35,605 $2.05M 0.74% -12,977 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,075 $2.02M 0.01% +111 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 34,067 $1.96M 0.3% +2,329 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,791 $1.89M <0.01% +2,343 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 32,298 $1.86M 0.29% -1,300 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 32,075 $1.84M 0.25% -21,560 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 31,597 $1.82M 0.89% +2,475 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 30,723 $1.77M 1.41% +142 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,234 $1.74M 0.14% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 30,026 $1.73M 0.5% -1,290 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,392 $1.69M 0.01% -28,997 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 29,125 $1.68M 0.02% -766 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) 28,331 $1.63M 0.05% new 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 28,308 $1.63M 0.02% new 13F-HR/A Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 28,076 $1.62M 0.02% +15,581 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 25,901 $1.49M 0.19% -261,005 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 25,422 $1.46M 0.43% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 25,329 $1.46M 0.39% +2,221 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 25,130 $1.45M 0.49% +2,305 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 24,327 $1.4M 0.12% -837 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,290 $1.4M 0.02% +5,693 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 24,046 $1.39M 0.05% +11,704 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 23,511 $1.35M 0.43% -952 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,328 $1.34M 0.04% -296 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 22,461 $1.29M 1.72% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,361 $1.29M 0.1% -7,799 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 22,482 $1.24M 0.41% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,952 $1.21M 0.01% -726 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,357 $1.17M <0.01% -19,005 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,226 $1.17M 0.04% -11,211 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 20,157 $1.16M 1.09% +62 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 19,934 $1.15M <0.01% +13,220 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 20,554 $1.15M 0.44% +267 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,528 $1.13M 0.03% +726 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 19,345 $1.11M 0.54% +7,576 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,287 $1.11M 0.04% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 19,075 $1.1M 0.3% +179 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 18,262 $1.05M 0.22% -254 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 17,719 $1.02M -6,431 Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 17,175 $989K 0.07% -1,923 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,058 $979K <0.01% new 13F-HR/A Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 16,929 $975K 1.11% +10,312 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 16,928 $975K 0.01% new 13F-HR Timeline