BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 57,618,720 $2.71B 0.2% +4,468,416 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 50,924,140 $2.39B 0.15% +1,253,241 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,815,303 $1.21B +1,186,911 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 10,336,243 $485M 0.09% +253,782 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,839,027 $415M 0.89% +224,746 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,164,127 $383M 0.08% +992,332 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,778,519 $318M 3.21% +307,671 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,271,666 $295M 0.27% +417,050 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,154,440 $289M 0.08% +49,616 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,627,644 $264M 0.08% -61,125 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,741,151 $223M 0.01% +142,864 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,492,511 $211M 0.05% -472,153 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,470,696 $210M 4.73% +329,333 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,654,220 $172M 4.89% +201,939 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,550,703 $120M 1.74% +374,910 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,469,744 $116M 0.02% -826,057 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,271,932 $107M 0.42% -27,925 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,246,461 $105M 0.37% +68,956 13F-HR Timeline Group Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 1,923,500 $90.3M 5.93% new 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,732,187 $80.3M 4.08% +73,214 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,705,540 $80.1M 2.25% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,637,230 $76.9M 0.15% +146,164 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,633,388 $76.7M 0.01% +57,012 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,507,168 $70.8M 0.92% +64,338 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,369,078 $64.3M +156,043 Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,297,363 $60.9M 4.37% +63,854 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,268,396 $59.6M 3.29% +25,655 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,231,441 $57.8M 0.16% +13,984 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,224,727 $57.5M 0.09% +41,115 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,215,618 $57.1M 0.07% +200,522 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,149,564 $54M 0.06% +103,500 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,125,409 $52.8M 0.07% +159,886 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,001,407 $47M 7.68% +46,752 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 994,794 $46.7M 2.33% +15,185 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 943,031 $44.3M 0.03% -19 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 935,087 $43.9M 0.9% +12,675 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 909,795 $42.7M 0.39% +284,118 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 905,293 $42.5M 0.01% +32,151 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 897,210 $42.1M 0.1% +65,563 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. 872,171 $41M 2.78% +17,205 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 824,100 $38.7M 0.03% -27,200 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 813,559 $38.2M 1.92% +93,514 13F-HR Timeline Bell Bank More: the full row for Bell Bank 778,461 $36.6M 1.58% +331,869 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 770,324 $36.2M 0.06% -3,748 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 688,887 $32.4M 5.26% +688,819 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 666,078 $31.3M 11.39% +47,443 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 653,401 $30.7M 1.65% +73,503 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 611,806 $28.8M 0.37% +28,322 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 600,243 $28.2M 0.22% +12,006 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 597,332 $28.1M 3.21% +50,651 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 590,937 $27.8M 0.37% -16,801 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 567,646 $26.7M 4.3% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 555,126 $26.1M 0.04% +15,975 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 542,161 $25.5M 0.05% +11,738 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 539,655 $25.3M 3.51% +36,404 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 528,346 $24.9M 0.62% +70,640 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 506,632 $23.8M 0.09% +21,227 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 494,649 $23.2M 0.06% -12,183 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 478,516 $22.5M 0.03% -1,754 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 475,743 $22.3M 3.63% +159,625 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 468,238 $22M 0.88% -3,336 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 468,155 $22M 1.66% -22,500 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 467,648 $22M 0.16% 0 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 463,828 $21.8M +118,415 Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 432,791 $20.3M 1.22% +26,118 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 426,599 $20M 1.15% +2,296 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 418,200 $19.6M 9.18% +218,200 13F-HR/A Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 404,052 $19M 1.52% +67,572 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 396,868 $18.6M 0.83% -27,030 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 395,522 $18.6M 1.58% +33,716 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 394,092 $18.5M 0.02% -15,694 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 392,837 $18.4M 2.65% +15,402 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 380,326 $17.9M 0.01% +47,792 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 377,437 $17.7M 0.08% -8,852 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 373,096 $17.5M 2.14% +14,261 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 368,775 $17.3M 0.1% +58,326 13F-HR/A Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 364,454 $17.1M 4.4% +32,048 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 358,241 $16.8M 0.41% +2,899 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 345,173 $16.2M 2.13% +22,440 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 336,727 $15.8M 2.62% -3,778 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 331,517 $15.6M 5.37% +1,874 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 325,880 $15.3M 0.7% +125,559 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 324,752 $15.3M 4.81% -15,104 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 323,941 $15.2M 0.07% +8,954 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 323,900 $15.2M 9.14% +93,512 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 318,975 $15M 0.62% -2,000 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 317,977 $14.9M +114,756 Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 309,551 $14.5M 1.69% +27,734 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 306,019 $14.4M 4.79% +6,647 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 305,145 $14.3M 2.41% -4,146 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 301,959 $14.2M 0.03% +10,971 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 297,194 $14M 6.43% +22,368 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 290,491 $13.6M 0.25% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 290,258 $13.6M 0.47% -4,304 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 278,526 $13.1M 3.92% +18,566 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 270,166 $12.7M 1.56% +16,663 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 268,947 $12.6M 0.26% +24,920 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 259,347 $12.2M 2.36% +6,660 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 258,638 $12.1M 0.53% +28,030 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 254,320 $11.9M 0.02% +17,200 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 248,058 $11.6M 0.06% -78,573 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 246,926 $11.6M 2.99% +184,621 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 240,360 $11.3M 2.05% -758 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 238,278 $11.2M 0.06% -395 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 238,092 $11.2M 0.19% +17,822 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 230,300 $10.8M 0.02% -254 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 228,915 $10.7M 0.78% +60,294 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 227,800 $10.7M 0.12% -24,066 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 220,676 $10.4M 1.2% +13,811 13F-HR/A Timeline Level Financial Advisors More: the full row for Level Financial Advisors 217,673 $10.2M 2.88% +10,445 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 215,486 $10.1M 6.91% +8,979 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 210,389 $9.88M 7.69% +13,824 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 208,527 $9.82M 4.42% +9,044 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 204,655 $9.61M 0.24% +11,372 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 200,850 $9.43M 0.02% +191,088 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 199,208 $9.36M 0.58% -6,484 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 196,547 $9.23M 0.37% -22,730 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 192,080 $9.06M 3.15% +4,857 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 190,632 $8.95M 0.01% -49,795 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 189,018 $8.88M 0.85% +877 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 188,785 $8.87M 1.21% +16,542 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 186,728 $8.77M 0.01% -22,000 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 185,140 $8.69M 2.64% +10,101 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 183,580 $8.62M 0.07% +2,410 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 176,446 $8.29M 4.25% +7,998 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 175,531 $8.24M 5.51% +76,821 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 173,421 $8.14M 0.37% +6,316 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 168,787 $7.93M 2.16% +1,776 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 167,597 $7.87M 0.86% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 165,394 $7.77M <0.01% +58,059 13F-HR Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 164,535 $7.75M 2.37% +13,075 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 163,100 $7.66M 0.18% +144,581 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 162,706 $7.64M 3.89% -18,031 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 157,877 $7.41M 0.97% +301 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 154,829 $7.32M 0.16% +2,187 13F-HR Timeline SWS Partners More: the full row for SWS Partners 153,955 $7.23M 1.76% +10,012 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 151,398 $7.11M 5.31% +17,186 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 149,663 $7.03M 0.29% -9,507 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 149,352 $7.01M 1.47% -2,246 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 147,085 $6.91M 0.12% +822 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 146,034 $6.86M 1.85% +904 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 146,024 $6.86M 1.18% +24,496 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 143,346 $6.73M 0.87% +7,391 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 143,064 $6.72M 0.13% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 132,989 $6.25M 0.19% -333 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 132,029 $6.2M <0.01% +19,024 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 127,059 $5.97M 1.42% +2,262 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 123,908 $5.82M 0.34% +10,929 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 123,807 $5.81M 2.38% -1,300 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 123,334 $5.79M 0.07% +6,854 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 122,877 $5.77M 0.09% +24,410 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 122,000 $5.73M 0.94% -10,645 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 117,521 $5.52M 0.5% -1,257 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 116,366 $5.46M 0.05% +2,658 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 113,172 $5.31M 0.09% +9,614 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 112,208 $5.27M 0.99% +6,970 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 111,601 $5.24M 2.67% +3,236 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 104,574 $4.91M 0.97% 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,088 $4.89M 0.01% +20,589 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 104,052 $4.89M 0.91% +4,409 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 103,094 $4.84M 0.28% -86,249 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 102,600 $4.82M 0.07% -56,086 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 101,152 $4.75M 1.04% +2,633 13F-HR/A Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 100,521 $4.72M 2.9% -10,467 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 100,000 $4.7M 1.89% 0 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 99,353 $4.67M 1.33% +13,705 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 94,759 $4.45M 1.33% +351 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 93,405 $4.39M 0.77% -987 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 93,344 $4.38M 2.34% -27,985 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 93,314 $4.38M 0.1% +10,119 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 92,658 $4.35M 1.73% -473 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 92,180 $4.33M 0.49% -2,341 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 91,606 $4.3M 0.37% -2,638 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 91,337 $4.29M 0.47% -12,748 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 89,737 $4.22M +8,409 Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 89,190 $4.19M 0.08% +2,875 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 87,269 $4.1M 0.05% -18,977 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 85,604 $4.02M 0.28% +4,241 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 85,325 $4.01M 0.35% +2,537 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 85,245 $4M 0.77% +1,211 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 83,702 $3.93M 0.45% +1,278 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 82,816 $3.89M <0.01% +5,604 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 82,623 $3.88M <0.01% +11,423 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 80,506 $3.8M 0.51% +19,670 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 80,633 $3.79M 1.11% +256 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 78,711 $3.7M 0.02% -8,342 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 77,720 $3.65M 0.18% +43,310 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 77,548 $3.64M 0.36% +12 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 76,803 $3.61M 0.45% -18,784 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 75,450 $3.54M 0.12% +953 13F-HR Timeline First Heartland Consultants, Inc. 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