Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 12,485,403 $701M 2.1% +833,733 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,025,445 $628M 0.15% -564,146 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,257,633 $520M 0.03% +181,335 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 7,989,298 $448M 0.45% +3,648,598 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/ 7,037,090 $395M 0.03% +336,479 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 6,519,909 $366M 9.26% +162,636 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,356,556 $244M 6.12% +575,079 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,174,110 $178M 1.97% +22,481 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 3,063,500 $172M 3.82% 0 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. 2,973,511 $167M +65,738 Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,644,422 $137M 3.01% +575,214 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,688,408 $94.8M +22,920 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,644,723 $92.3M 0.03% +78,966 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,251,083 $70.2M 0.05% +44,704 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,174,478 $65.9M 3.55% +138,570 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,153,350 $64.7M 3.3% +86,407 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,096,078 $61.5M 0.01% +119,065 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,024,529 $57.5M 0.08% +261,086 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 953,155 $53.5M 0.21% -694,249 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 936,819 $52.6M 0.7% +912,529 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 879,137 $49.3M 0.07% +20,180 13F-HR Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 851,654 $47.8M 28.23% +42,697 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 840,251 $47.2M 0.01% -236,206 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 840,073 $47.1M <0.01% -370,606 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 832,597 $46.7M 0.01% +130,966 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 791,627 $44.4M 1.03% -42,578 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 788,157 $44.2M 0.02% +50,210 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 756,320 $42.4M 0.19% +21,001 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 710,799 $39.9M 9.93% +101,278 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 708,457 $39.8M 0.02% -201,418 13F-HR Timeline INCOME RESEARCH & MANAGEMENT More: the full row for INCOME RESEARCH & MANAGEMENT 705,962 $39.6M 10.59% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 701,467 $39.4M 0.09% +29,627 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 690,694 $38.8M 14.15% -174,442 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 555,879 $31.2M 0.01% +49,319 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 550,000 $30.9M 1.13% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 504,035 $28.3M 0.02% -124,411 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 503,149 $28.2M 8.18% +103,244 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 460,930 $25.9M 0.06% -117,680 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 455,250 $25.2M 0.57% +66,939 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 454,228 $25.1M 0.04% -76,304 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 439,846 $24.7M 2.35% -30,120 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 428,878 $24.1M +7,550 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 405,132 $22.7M 0.06% +43,934 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 380,343 $21.3M 3.17% +3,928 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/ 370,100 $20.8M 0.02% +268,091 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 343,644 $19.3M 0.36% -55,719 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 339,624 $19.1M 2.07% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 330,654 $18.6M 0.42% +90,154 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 329,777 $18.5M 0.04% -92,880 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 329,468 $18.5M 1.97% +16,557 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 303,555 $17M 0.98% +11,524 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 303,400 $17M 0.08% +3,123 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 300,912 $16.9M 1.18% +55,456 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 296,919 $16.7M <0.01% -224,312 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 289,163 $16.2M 0.17% -76,693 13F-HR Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 281,000 $15.8M 0.05% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 271,092 $15.2M 0.06% +6,539 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 268,382 $15.1M 3.04% +15,520 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 263,422 $14.8M 0.43% +3,840 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 262,990 $14.8M 0.18% +47,987 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 252,881 $14.2M 1.42% +83,969 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 245,276 $13.8M 7.5% +56,213 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 236,171 $13.3M 3.14% +36,151 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 238,337 $13.2M +120,118 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 220,298 $12.4M 0.09% -185,784 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 211,962 $11.9M 0.18% +80,996 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 206,913 $11.6M 3.97% +47,818 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 206,328 $11.6M 0.26% +91,568 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 204,070 $11.5M 2.1% +4,753 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 195,746 $11M 0.28% +9,651 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 192,650 $10.8M 5.11% +7,673 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 187,211 $10.5M 0.92% +39,881 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 182,556 $10.2M 0.12% +11,251 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 168,282 $9.44M 0.33% -3,947 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 166,907 $9.37M 4.57% -16,061 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 164,718 $9.24M 0.77% +4,761 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 162,817 $9.14M 0.1% +96,720 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 162,530 $9.12M 3.5% +6,248 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 162,414 $9.11M 1.43% +3,830 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 158,888 $8.92M 4.41% -68,717 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 155,648 $8.74M 0.02% +77,391 13F-HR/A Timeline Group Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 145,052 $8.14M 2.58% -22,691 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 142,837 $8.02M 0.42% new 13F-HR Timeline Group Quadratic Capital Management LLC More: the full row for Quadratic Capital Management LLC 139,823 $7.85M 3.2% -9,642 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 138,098 $7.75M 2.46% +1,379 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 136,415 $7.66M 0.08% -10,291 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 133,600 $7.5M 0.19% 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 133,132 $7.47M 7.02% -15,395 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 129,951 $7.29M 1.67% +74,196 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 124,019 $6.96M 0.26% +3,018 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 122,515 $6.88M 2.07% +2,030 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 120,515 $6.76M 2.6% -328 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 120,067 $6.74M 0.27% +11,131 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 117,639 $6.6M 0.01% +2,673 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 116,214 $6.52M 3.09% +19,152 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 113,026 $6.31M 0.1% +6,226 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 108,604 $6.09M 1.05% -10,662 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 106,968 $6M 0.08% +7,248 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 104,967 $5.89M 0.65% +7,143 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 100,683 $5.65M 4.16% -17,076 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 96,927 $5.44M 1.26% -2,075 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 94,773 $5.32M 0.06% +5,353 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 91,623 $5.14M 0.31% -10,612 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 88,139 $4.95M 0.14% +11,319 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 86,527 $4.86M 0.01% -23,221 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 83,603 $4.69M 0.01% +8,879 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 81,494 $4.57M 0.84% +9,341 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 81,168 $4.56M 1.72% -2,060 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 80,136 $4.5M 0.01% +6,269 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 78,536 $4.41M 0.69% +2,354 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 78,369 $4.4M 2.35% 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 78,012 $4.38M 4.44% +2,351 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75,787 $4.25M 0.03% +9,305 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 75,668 $4.25M 0.17% +1,902 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 75,314 $4.23M 3.27% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 69,877 $3.92M 0.02% -218 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 68,879 $3.87M 0.02% -7,813 13F-HR/A Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 68,255 $3.83M 0.27% -384 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 67,862 $3.79M 0.26% +51,214 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 65,475 $3.67M 0.25% -1,082 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 64,621 $3.63M <0.01% +13,337 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,011 $3.59M 0.01% -5,079 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 63,726 $3.58M 1.12% +7,857 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 60,113 $3.37M 0.1% +2,475 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 59,306 $3.33M 1.48% -28 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 59,127 $3.32M 0.32% -1,641 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 58,678 $3.29M 0.09% new 13F-HR Timeline Group Nekton Capital Ltd. More: the full row for Nekton Capital Ltd. 58,260 $3.27M 6.63% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,003 $3.25M 0.01% +10,922 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 57,234 $3.21M 0.4% +8,056 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 58,070 $3.18M 0.66% +2,190 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 55,881 $3.14M 0.48% +4,903 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 54,600 $3.06M <0.01% -219,600 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 53,854 $3.02M 0.36% -3,785 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 51,870 $2.91M 0.12% +21,636 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 49,916 $2.8M 0.02% +3,895 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 48,808 $2.74M 0.06% -7,479 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 47,782 $2.68M 0.21% +6,430 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 47,321 $2.66M 0.01% -10,558 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 47,064 $2.64M 0.07% +6,706 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 46,770 $2.62M 0.35% 0 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 46,144 $2.59M 0.6% -27,817 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 44,861 $2.52M 1.59% -507 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 43,372 $2.43M 0.26% -1,560 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42,421 $2.38M 0.01% -3,171 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 42,183 $2.37M 1.22% -636 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 40,675 $2.28M 0.03% -1,217 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 39,683 $2.23M 0.82% +895 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 39,310 $2.21M 0.02% +32,426 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 38,815 $2.18M <0.01% -4,482 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 37,837 $2.12M 0.06% +13,791 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 36,642 $2.06M 0.29% +4,344 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 35,791 $2.01M 0.28% +1,724 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,465 $1.98M <0.01% +18,407 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,232 $1.98M 0.01% +157 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 34,730 $1.95M 0.09% -14,666 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 34,220 $1.92M <0.01% new 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 33,260 $1.87M 0.17% -14,663 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 33,128 $1.86M 0.75% +1,531 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 32,494 $1.82M 0.67% -3,111 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 32,326 $1.81M 0.63% -6,210 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 31,181 $1.75M 0.02% +2,056 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 31,086 $1.74M 0.02% -6,500 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 30,381 $1.7M 1.34% -342 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,769 $1.67M 0.03% -8,161 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 29,635 $1.66M 0.33% -14,865 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28,482 $1.6M 0.13% +16,596 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,311 $1.59M 0.11% +12,228 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 28,261 $1.59M 0.04% -2,684,583 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 28,088 $1.58M 0.49% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 27,386 $1.54M 0.43% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 26,135 $1.47M 0.45% +1,005 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 25,712 $1.44M 0.36% +383 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 24,840 $1.39M 0.38% +1,329 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 24,511 $1.38M 0.03% +4,983 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 24,289 $1.36M 0.35% +5,214 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,093 $1.35M 0.01% +3,141 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 24,018 $1.35M 0.99% 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 23,517 $1.32M 0.33% -6,509 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 23,331 $1.31M 0.1% -996 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 22,690 $1.27M 0.08% +329 13F-HR/A Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 22,612 $1.27M 0.3% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 22,189 $1.25M 0.45% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 21,990 $1.23M 1.35% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,301 $1.2M <0.01% -11,490 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,962 $1.17M <0.01% +13,289 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 20,566 $1.15M 0.8% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 20,256 $1.14M 0.99% +99 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 19,772 $1.11M 0.09% -28,517 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,757 $1.11M 0.03% +470 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 19,340 $1.09M 1.13% +2,411 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 19,049 $1.07M 0.13% -6,852 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 18,816 $1.06M 0.77% +7,187 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 18,337 $1.03M <0.01% -11,055 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 17,735 $995K 0.14% -14,340 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 17,755 $978K 0.29% -2,799 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 16,885 $948K 0.27% +2,425 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 16,308 $915K 0.01% -11,768 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 16,277 $913K -1,442 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,267 $913K 0.03% -20,934 13F-HR Timeline