MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,592,890 $591M 0.04% +515,591 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,834,792 $343M 0.03% +86,461 13F-HR/A Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,577,712 $231M 1.89% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,930,664 $173M 2.73% +94,791 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 1,812,009 $162M 0.03% -36,690 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,456,796 $130M 0.09% +53,740 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,287,947 $115M 0.02% +26,469 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,184,203 $106M 6.62% +1,042 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,116,704 $98.9M 0.07% +152,025 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,088,455 $97.5M 0.03% -56,528 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,050,651 $94.1M 0.03% +3,967 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 757,136 $67.8M -28,950 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 752,710 $67.4M 0.73% -50,998 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 683,741 $61.2M 0.01% +42,489 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 645,366 $57.8M 0.07% +7,027 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 627,034 $56.2M 0.01% -4,540 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 606,694 $54.3M 0.04% +40,699 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 595,379 $53.3M 0.01% -103,960 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 527,264 $47.2M 0.21% +16,298 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 518,968 $46.5M 9.12% -8,715 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 468,740 $42M 0.05% +81,924 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 464,900 $41.6M 5.36% +42,464 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 418,105 $37.4M 5.63% +9,911 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 379,511 $34M 0.07% +9,494 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 357,257 $32M 0.15% +19,506 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 313,712 $28.1M 5.25% -3,811 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 304,465 $27.3M 0.36% +684 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 296,889 $26.6M 0.03% -19,582 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 294,108 $26.3M 4.18% +4,626 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 292,079 $26.2M 0.04% +11,953 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 279,698 $25.1M 0.03% +258,034 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 273,154 $24.5M 2.02% +8,196 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 270,589 $24.2M 0.06% +1,164 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 269,703 $24.2M 5.06% +32,020 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 254,908 $22.8M 1.33% +12,127 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 244,140 $21.9M 0.39% -21,020 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 240,245 $21.5M 5.68% +7,291 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 229,671 $20.6M 2.23% +922 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 213,213 $19.1M 0.05% +14,084 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 203,274 $18.4M 0.03% -5,690 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 202,197 $18.1M 0.02% +833 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 201,290 $18M 15.54% -21,269 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 195,956 $17.6M 0.5% +3,990 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 186,463 $16.7M 0.08% +4,366 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 178,266 $16M 2.4% +10,408 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 172,850 $15.5M 0.03% +9,560 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 169,310 $15.2M 1.86% -1,431 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 168,025 $15M 0.02% +20,867 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 164,518 $14.7M 5.4% +11,843 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 146,685 $13.1M 1.55% +18,050 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 144,164 $12.9M 5.79% -6,954 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 141,609 $12.7M 12.52% -3,344 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 141,369 $12.7M +13,527 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 139,262 $12.6M 0.47% +2,713 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 137,180 $12.3M 0.26% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 136,065 $12.2M 1.8% -139 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 133,593 $12M 0.07% +9,244 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130,946 $11.7M 0.46% -2,354 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 126,150 $11.3M 0.02% +36,515 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 119,455 $10.8M 3.72% +2,993 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 119,984 $10.7M 2.7% +5,799 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 118,728 $10.6M 4.15% -23,074 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 118,638 $10.6M +4,137 Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 118,261 $10.6M 3.65% +20,506 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 116,546 $10.4M 0.02% +8,959 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 116,495 $10.4M 4.94% +1,969 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 116,267 $10.4M 4.14% +6,805 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 114,633 $10.3M 0.07% +925 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 112,433 $10.1M 1.21% -2,325 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 106,662 $9.55M 2.65% +1,752 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 105,865 $9.48M 1.25% -9,060 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 105,622 $9.46M 5.47% +53,282 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 103,929 $9.31M 5.25% +1,817 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 101,831 $9.12M 0.83% -3,525 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 101,683 $9.11M 0.38% -19,253 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 100,143 $9.04M 0.93% -3,012 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 100,000 $8.96M 4.19% new 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 97,329 $8.72M <0.01% +8,350 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 96,643 $8.66M 0.02% +13,584 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 96,368 $8.63M 0.01% -13,597 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 95,842 $8.59M 0.02% +4,493 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 95,529 $8.56M 1.33% 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 94,939 $8.5M 0.98% +13,799 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 94,412 $8.46M +2,218 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 90,002 $8.06M 0.05% +9,293 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 89,590 $8.02M 3.25% +35,964 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 87,790 $7.86M 3.13% +1,063 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 87,679 $7.85M 0.2% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 87,289 $7.82M 0.2% -511 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 86,892 $7.78M 2.03% +2,061 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 86,464 $7.74M 0.03% -1,966 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 85,423 $7.65M 4.61% +4,000 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 85,397 $7.65M 0.09% +6,851 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 85,179 $7.63M 0.36% +19,643 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 84,971 $7.61M 1.38% -165 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 84,345 $7.55M 0.93% +2,300 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 83,776 $7.5M 0.01% +345 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 83,438 $7.47M 1.79% +2,852 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 82,383 $7.38M 1.38% +4,562 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 81,305 $7.28M 0.68% -900 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 80,114 $7.18M 0.55% -8,193 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 79,851 $7.15M 2.65% +907 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 78,409 $7.02M <0.01% +5,971 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 76,640 $6.86M 1.2% +3,944 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 74,113 $6.64M 1.54% +583 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 70,963 $6.36M 0.12% +299 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 69,822 $6.25M 0.06% -390 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 69,660 $6.24M 0.08% +14,963 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 65,472 $5.86M 0.32% -34 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 63,191 $5.66M 1.07% -4,755 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 62,945 $5.64M 0.23% new 13F-HR Timeline American Trust More: the full row for American Trust 62,201 $5.57M 0.47% -1,703 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 61,259 $5.49M 0.25% +5,759 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 60,922 $5.46M 0.88% +5,871 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 60,816 $5.38M 1.81% -708 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 60,052 $5.38M 0.51% -4,177 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 59,546 $5.33M 0.04% -3,177 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 59,409 $5.32M 0.37% +112 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 59,279 $5.31M 0.01% +1,835 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 56,239 $5.04M 0.01% +1,502 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 55,774 $5M 0.61% -100 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 55,559 $4.98M 1.2% +325 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 55,261 $4.95M 0.02% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,358 $4.92M 3.7% -53,036 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 54,620 $4.89M 1.9% +964 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 53,821 $4.82M 1.48% +1,956 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,744 $4.72M 0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 52,397 $4.69M 0.78% -40,194 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 51,633 $4.62M 0.06% +2,023 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 50,682 $4.54M 0.96% +5,843 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 50,185 $4.5M 2.04% +2,771 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 49,763 $4.46M 0.09% -1,023 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 49,759 $4.46M 0.68% -302 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 49,407 $4.43M 0.51% -647 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 48,516 $4.35M 1.63% -7,517 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,942 $4.29M 0.06% +2,299 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 45,604 $4.08M 2.04% +370 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 45,211 $4.05M <0.01% -2,012 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 44,034 $3.94M 2.21% +3,129 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 43,233 $3.87M 0.01% +26,684 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 42,685 $3.82M 1.35% +430 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 42,821 $3.82M 0.34% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 42,544 $3.81M 1.68% +13,648 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,460 $3.8M <0.01% -88,977 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 41,664 $3.76M 0.55% -6,561 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 41,930 $3.76M 0.08% -295 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 41,900 $3.75M 0.15% +2,820 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 41,895 $3.75M 1.15% +5,960 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 41,823 $3.75M 0.25% -10 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 41,308 $3.7M 0.04% +646 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 40,188 $3.6M 0 Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 39,828 $3.57M 2.34% -838 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 39,556 $3.54M 0.02% -1,020 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 39,389 $3.53M 3.58% +372 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 38,113 $3.41M 0.86% -4,572 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 37,531 $3.36M 0.04% +2,135 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 36,420 $3.26M 0.44% +1,544 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 36,382 $3.26M 0.52% -396 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 36,179 $3.24M 0.03% -835 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 35,568 $3.19M 0.36% -267 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 35,561 $3.19M 0.14% -576 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 35,404 $3.17M 0.04% +19,413 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 35,102 $3.14M 0.42% +8,141 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 35,101 $3.14M 0.33% +1,020 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 35,100 $3.14M 0.82% -417 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 35,003 $3.14M 0.65% -330 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 34,600 $3.1M 2.04% +848 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,565 $3.1M 0.08% -439 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 34,333 $3.08M 0.21% +1,001 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34,299 $3.07M 0.07% +1,801 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 32,053 $2.87M 0.87% +3,046 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 31,928 $2.86M 0.19% +7,847 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,724 $2.84M 0.04% +5,901 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 30,469 $2.73M 0.57% +17 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 30,369 $2.72M 2.58% +1,349 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 30,202 $2.71M 0.32% -46,244 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 29,951 $2.68M 2.61% +14 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 29,770 $2.67M 0.96% -726 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,355 $2.63M 0.02% +4,942 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 29,183 $2.61M 1.27% +23 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 28,468 $2.55M 1.17% +3,019 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 28,081 $2.52M 0.02% +21,300 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 27,982 $2.51M 0.24% -261 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,738 $2.48M 0.09% +11 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 27,326 $2.45M 0.67% -205 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 27,067 $2.42M 1% -1,053 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26,936 $2.41M 0.27% -756 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 26,915 $2.41M 0.06% -53 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 26,721 $2.39M 0.55% -1,122 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,644 $2.39M 0.07% +2,126 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 26,431 $2.37M 0.35% -1,404 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25,968 $2.33M 0.02% -1,634 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 24,902 $2.23M 1.09% -351 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 24,260 $2.17M 1.42% +873 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 24,165 $2.16M 0.46% -1,647 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 23,871 $2.14M 0.01% -1,853 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 23,441 $2.1M 0.1% -1,760 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 23,124 $2.07M 0.58% -73 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,949 $2.06M <0.01% +2,346 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,906 $2.05M 0.01% -109 13F-HR Timeline Group