MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,145,923 $212M 0.01% +37,431 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/ 1,003,873 $186M 0.01% -2,383 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 893,163 $165M 0.05% +60,554 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 679,099 $126M 0.08% +20,615 13F-HR/A Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 563,909 $104M 5.58% -75,190 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 461,899 $85.5M -58,681 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 411,752 $76.2M 0.21% +39,004 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 400,718 $74.1M 0.01% +56,972 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 346,803 $64.2M +64,051 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 341,238 $63.2M 0.01% +43,896 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 230,614 $42.7M 0.06% -2,236 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 227,153 $42M 0.08% -1,419 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 219,551 $40.6M 0.01% +22,624 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 211,919 $39.2M 0.01% +15,958 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 211,596 $39.2M 0.58% +15,925 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 203,334 $37.6M 0.07% +3,084 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 185,382 $34.3M 0.04% +124 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 184,217 $34.1M 0.05% +3,910 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 122,150 $22.6M +115,773 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 119,941 $22.2M 0.06% +2,261 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 105,792 $19.6M 0.02% +624 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 105,285 $19.5M 0.03% +84,990 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 103,672 $19.2M 1.21% +4,047 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 103,107 $19.1M 0.05% +18,104 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 93,167 $17.2M 1.09% +766 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 88,342 $16.3M 2.53% -307 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 86,240 $16M <0.01% +10,334 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 85,990 $15.9M 0.06% -801 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 80,177 $14.8M 7.05% -2,477 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 79,615 $14.7M 0.15% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 76,651 $14.2M 0.01% -876 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 70,379 $13.2M 0.05% +4,061 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 62,019 $11.5M 4.46% +5,839 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,737 $11.4M 0.05% -2,741 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 61,406 $11.4M 1.33% +888 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 59,799 $11.1M 0.02% -447 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 57,412 $10.6M 0.03% +438 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 56,646 $10.5M 0.35% -2,436 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 56,276 $10.4M 0.01% -459 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 53,909 $9.98M 2.32% +482 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 52,028 $9.63M 0.01% +1,849 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 52,010 $9.62M +1,829 Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 51,337 $9.5M 1.06% +2,060 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,388 $9.32M 0.01% -2,339 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 47,297 $8.75M 0.02% -1,332 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 46,315 $8.57M <0.01% +26,444 13F-HR/A Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 42,248 $7.82M 0.73% +42,053 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 40,610 $7.51M 0.86% +3,084 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 38,406 $7.11M 2.53% -1,098 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 36,987 $6.84M 0.06% +6,538 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 36,900 $6.83M 0.02% +9,400 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 36,718 $6.79M 4.32% -4,594 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 36,614 $6.78M 0.22% -448 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 32,580 $6.03M 0.29% -173 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 32,345 $5.99M 0.42% +13,390 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 31,447 $5.82M +2,627 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 30,566 $5.66M 0.07% +356 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 30,444 $5.63M <0.01% +3,346 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,809 $5.52M 0.01% +111 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,128 $5.39M <0.01% +8,991 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,068 $5.38M 0.06% +3,307 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 28,769 $5.32M 2.18% +128 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 28,581 $5.29M 1.01% +1,363 13F-HR/A Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,181 $5.21M -64 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 27,621 $5.11M 0.22% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,537 $5.1M 0.1% +4,040 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 26,886 $4.97M 1.28% +5,349 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 26,804 $4.96M 0.09% -533 13F-HR/A Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 26,569 $4.92M 1.15% -156 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,389 $4.88M 0.03% +15,526 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 25,708 $4.76M +390 Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 25,645 $4.75M 0.34% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 25,296 $4.68M +2,166 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,671 $4.57M 0.21% +326 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 24,198 $4.48M 0.56% +176 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 23,779 $4.4M 0.2% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,499 $4.35M 0.01% +18,986 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 23,283 $4.31M 0.05% -3,364 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,565 $4.21M 0.01% +1,525 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,395 $4.14M 0.01% -172 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,268 $4.12M 0.05% -100 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 22,004 $4.07M 1.71% +261 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,479 $3.97M <0.01% +1,893 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 20,687 $3.87M 0.48% new 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 20,814 $3.85M 2.5% +5,108 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,187 $3.74M 0.09% -358 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 19,774 $3.66M 2.12% -720 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 19,757 $3.66M 1.6% +1,926 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,077 $3.53M 0.01% -161 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 18,982 $3.51M 0.65% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,543 $3.5M 0.08% -290 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,674 $3.46M 0.48% -58 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18,256 $3.38M 1.2% +1,351 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 18,085 $3.35M 1.96% -34 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,741 $3.28M 0.23% +682 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 17,584 $3.25M 3.12% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,769 $3.2M 0.09% +1,766 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,719 $3.09M 1.2% +3,789 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,650 $3.08M 0.02% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,455 $3.04M 2.1% -134 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,419 $3.04M 0.01% +684 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,059 $2.97M 0.07% +578 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,028 $2.97M 0.14% +14,582 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 15,284 $2.83M 1.41% +282 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 15,242 $2.82M 0.1% -57 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 15,123 $2.8M 0.26% +3,235 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 15,095 $2.79M 0.55% +13,712 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,531 $2.69M 0.01% +2,542 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,462 $2.68M +1,982 Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,444 $2.67M 0.57% +7 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 14,444 $2.67M 0.5% +7 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,372 $2.66M <0.01% +703 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,215 $2.63M 0.07% +1,158 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 14,165 $2.62M 0.79% -478 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,132 $2.61M 0.01% +3,449 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,119 $2.61M 0.02% +3,703 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 14,023 $2.59M 0.19% +1,899 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 14,000 $2.59M 1.04% +165 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,990 $2.59M 0.02% +2,220 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 13,937 $2.58M 1.6% -472 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 13,808 $2.56M 0.28% -711 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,714 $2.54M <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,694 $2.53M 0.05% +7,267 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,570 $2.51M 0.19% -191 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13,502 $2.5M 0.06% -574 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,200 $2.44M 0.59% +5 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 13,188 $2.44M 0.95% +828 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,975 $2.4M 0.53% -94 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,967 $2.4M 0.04% +5,062 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 12,747 $2.36M 2.11% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,126 $2.24M <0.01% +5,411 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,040 $2.23M 0.75% -141 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,538 $2.13M 0.02% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,529 $2.13M 0.02% +2,599 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,406 $2.11M 0.07% +16 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,931 $2.02M 0.09% +1,496 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,508 $1.94M 0.06% +853 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 10,428 $1.93M 0.45% +344 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,306 $1.93M 0.42% +271 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,308 $1.91M 0.02% -150 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,085 $1.87M 0.01% +2,048 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,054 $1.86M 0.02% -832 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 10,000 $1.85M 0.36% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,848 $1.82M 0.44% +1,285 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,744 $1.8M 0.17% -197 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,728 $1.8M 0.04% +71 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,692 $1.79M 0.49% -182 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,631 $1.78M 0.06% +759 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 9,560 $1.77M 1.5% -366 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,298 $1.72M 0.01% -1,950 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,106 $1.68M <0.01% +3,022 13F-HR Timeline Group STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 9,105 $1.68M 2.17% +116 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,077 $1.68M 0.01% +181 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,747 $1.62M 0.07% +5,702 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 8,650 $1.6M 0.3% +114 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,630 $1.6M <0.01% +680 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 8,549 $1.58M 0.56% -184 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,388 $1.55M 0.03% -30 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,302 $1.54M 0.23% +6 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,089 $1.5M <0.01% +809 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,089 $1.5M 0.27% +135 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,024 $1.48M 1.08% +165 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,009 $1.48M 0.03% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,991 $1.48M 0.3% -90 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 7,932 $1.47M 1.44% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,872 $1.46M 0.02% +870 13F-HR/A Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,732 $1.45M 0.65% +86 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,822 $1.45M 0.02% +40 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,758 $1.44M 0.52% -157 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,712 $1.43M 0.32% -99 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 7,697 $1.42M 0.33% +111 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,693 $1.42M 0.14% -253 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,678 $1.42M 0.54% -145 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,497 $1.39M 0.02% new 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 7,460 $1.38M 0.14% +200 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 7,450 $1.38M 0.58% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,427 $1.37M 0.03% -58 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,243 $1.34M 0.4% +87 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,164 $1.33M 0.06% -229 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,143 $1.32M 0.58% -653 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,087 $1.31M 0.18% -87 13F-HR Timeline SAXON INTERESTS, INC. 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