JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,836,915 $1.3B 0.09% +7,272,592 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 16,610,699 $835M 0.28% +1,753,729 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,700,592 $437M 0.51% -13,095 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,507,046 $428M 0.07% +2,388,349 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,941,794 $349M 1.96% +817,434 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,348,788 $319M +38,333 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,137,765 $309M 4.3% +137,896 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,353,323 $269M 0.02% -125,336 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,810,623 $242M 5.33% +563,446 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,320,083 $217M +1,913,383 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,247,616 $214M 0.01% +99,915 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,084,092 $205M 4.64% +206,352 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,932,999 $198M 0.02% +370,400 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,147,124 $158M 1.14% +464,788 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,413,921 $121M 0.15% +19,297 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,976,577 $99.4M 0.02% +3,011 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,880,772 $94.5M 2.72% +11,274 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,733,107 $87.1M 0.19% -282,335 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,618,829 $81.4M 4.49% +209,913 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,562,640 $78.6M 15.77% +79,990 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,537,781 $77.3M 16.46% +20,722 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,223,566 $61.5M 3.17% -553,431 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,205,264 $60.6M 0.01% -38,400 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,086,690 $54.6M 0.01% +128,825 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,076,000 $54.1M 1.27% +143,303 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,055,700 $53.1M 0.07% -703,800 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 994,827 $50M 0.04% +49,419 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 977,328 $49.1M 0.01% +4,776 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 975,383 $49M 0.46% +227,161 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 931,707 $46.8M 3.23% +23,166 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 891,034 $44.8M 0.43% +20,967 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 866,198 $43.5M 0.06% -109,872 13F-HR/A Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 851,922 $42.8M 3.31% -9,254 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 822,502 $41.3M 0.1% +23,959 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 811,905 $40.8M 1.58% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 802,876 $40.4M 0.07% +57,233 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 800,144 $40.2M 1.02% +16,332 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 766,010 $38.5M 5.72% -200,520 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 758,511 $38.1M 2.05% +10,368 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 746,544 $37.5M 0.1% +28,428 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 745,423 $37.5M 2.01% +110,655 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 727,291 $36.6M -144,746 Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 697,461 $35.1M 5.77% +676,593 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 690,314 $34.6M 0.31% -8,505 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 678,478 $34.1M 7.53% +38,791 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 665,420 $33.4M +5,287 Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 635,198 $31.9M 1.9% -12,481 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 626,240 $31.5M 6.31% -20,804 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 603,451 $30.3M 13.04% +368,506 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 600,944 $30.2M 0.05% +39,136 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 586,133 $29.5M 0.01% +57,079 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 578,366 $29.1M 5.81% +71,860 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 557,845 $28M 20.21% +236,956 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 552,226 $27.8M 5.51% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 529,599 $26.6M 0.01% +28,203 13F-HR/A Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 513,725 $25.8M 4.23% +124,949 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 512,211 $25.7M 0.01% +101,253 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 501,973 $25.2M 8.35% -62,826 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 495,257 $24.9M 3.96% -2,280 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 474,028 $23.8M 0.54% +91,091 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 468,427 $23.5M 4.65% +20,259 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 466,938 $23.5M 0.04% +16,969 13F-HR/A Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 439,854 $21.9M 0.59% -29,753 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 433,633 $21.8M 3.94% +16,319 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 421,711 $21.2M 6.69% +108,575 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 420,776 $21.2M 13.94% +10,012 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 407,733 $20.5M 7.41% +206 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 401,347 $20.2M 1.59% +2,882 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 391,151 $19.7M +30,825 Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 385,767 $19.4M 8.69% +121,635 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 383,581 $19.3M 3.77% -1,276 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 380,854 $19.1M 0.02% +10,630 13F-HR Timeline Group Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 372,988 $18.8M 7.72% +6,034 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,077,562 $18.7M 5.99% +12,944 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 365,155 $18.4M 15.84% +6,574 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 365,034 $18.4M 0.02% +96,412 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 361,700 $18.2M 7.59% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 359,042 $18M 2.13% -35,590 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 358,303 $18M 0.85% +42,244 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 354,172 $17.8M 2.1% -15,752 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 348,632 $17.5M 0.46% +2,994 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 345,339 $17.4M 1.72% +221,077 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 339,441 $17.1M 8.15% -4,301 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 335,992 $16.9M 0.49% +2,606 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 331,306 $16.7M 0.78% -43,863 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 323,910 $16.3M 4.06% +25,165 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 322,786 $16.2M 0.02% -17,172 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 322,208 $16.2M 7.77% +10,956 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 317,140 $15.9M 2.23% -70 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 305,744 $15.4M 0.13% +28,035 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 305,470 $15.4M 1.59% +223,638 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 300,542 $15.1M 0.35% +64,789 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 299,674 $15.1M 0.05% +70,696 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 298,392 $15M 1.99% +22,976 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 295,644 $14.9M 2.22% +14,526 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 295,521 $14.9M 3.19% +11,945 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 295,484 $14.9M 2.58% +18,575 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 283,182 $14.2M 3.46% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 276,304 $13.8M 1.58% +5,819 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 264,823 $13.3M 8.49% +8,118 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 263,217 $13.2M 0.27% +8,528 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 261,182 $13.1M 0.01% +36,624 13F-HR Timeline Group Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 259,940 $13.1M 7.67% -2,235 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 257,351 $12.9M 3.77% +898 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 250,836 $12.6M 0.84% +22,991 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 237,530 $11.9M 0.06% +7,208 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 233,940 $11.8M 0.02% +20,190 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 232,945 $11.7M 2.81% +15,462 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 226,793 $11.4M 3.33% +15,187 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 225,844 $11.4M 10.33% +3,161 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 220,319 $11.1M 2.67% +189,073 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 216,060 $10.9M 2.92% +10,312 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 213,388 $10.7M 1.28% +189,895 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 211,583 $10.6M 1.34% -598 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 202,268 $10.2M 0.18% +23,813 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 200,427 $10.1M 1.87% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 199,893 $9.99M 0.16% +5,103 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 190,449 $9.57M 0.01% +4,676 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 190,439 $9.57M 0.58% +80,696 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 190,116 $9.56M 4.25% -16,843 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 187,964 $9.45M 4.05% +8,445 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 187,461 $9.42M 1.49% +24,647 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 186,159 $9.36M 1.81% +80,755 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 184,918 $9.3M 0.09% -893 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 182,988 $9.2M 0.3% -315 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 182,092 $9.15M 5.05% -2,063 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 182,270 $9.08M 4.01% +8,442 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 180,619 $9.08M 0.04% -23,788 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 179,811 $9.04M 4.27% +1,190 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 177,912 $8.94M 0.17% +166,130 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 176,527 $8.87M 0.05% +82,056 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 175,662 $8.83M 0.03% -10,431 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 175,637 $8.83M 3.05% +3,360 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 174,589 $8.78M 0.61% +4,128 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 171,191 $8.61M 2.92% +2,192 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 159,258 $8.53M 0.02% +136,677 13F-HR/A Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 165,465 $8.32M 1.71% +4,343 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 162,744 $8.18M 1.9% +4,303 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 160,646 $8.07M 5.04% -233 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 160,439 $8.07M 3.75% +5,359 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 158,674 $7.97M 0.69% +43,910 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 158,497 $7.97M 2.27% +2,223 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 156,947 $7.89M 4.6% +2,560 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 156,890 $7.89M 0.06% +24,309 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 154,058 $7.74M 3.88% -20,879 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 151,599 $7.62M 4.68% +5,110 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 149,685 $7.52M 0.9% +960 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 149,449 $7.51M 0.53% +35,232 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 150,193 $7.48M 0.01% +11,935 13F-HR Timeline Trust Co More: the full row for Trust Co 147,292 $7.4M 0.84% +41,478 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 145,119 $7.3M 2.01% new 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 144,305 $7.25M 1.3% +3,410 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 141,926 $7.13M 0.48% +83,014 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 140,880 $7.08M 0.62% +7,844 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 140,069 $7.04M 2.08% -10,943 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 136,026 $6.84M 0.03% +1,399 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 133,039 $6.69M 5.63% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 131,982 $6.63M 2.88% -124,014 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 131,945 $6.63M 2.87% -145 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 131,888 $6.63M 4.53% -2,164 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 131,311 $6.6M 0.01% -114,129 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 130,387 $6.55M 0.06% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 129,955 $6.53M 2.73% +96,133 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 129,340 $6.5M 1.75% +19,836 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 122,691 $6.17M 4.04% -143,743 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 122,013 $6.13M 2.45% +6,039 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 120,903 $6.08M 3.98% -298 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 120,237 $6.04M 1.18% -155 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 119,401 $6M 3.11% +17,201 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 118,247 $5.94M 4.81% +17,347 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 118,095 $5.94M 0.01% -10,492 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 117,787 $5.92M 0.32% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 115,740 $5.82M 0.95% +2,969 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 114,552 $5.76M 2.14% +2,431 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 114,441 $5.75M 2.55% -5,822 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 114,205 $5.74M 0.7% +78,832 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 113,016 $5.68M 2.14% -3,830 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 112,027 $5.63M 0.1% +14,538 13F-HR Timeline Fulton Bank, N.A. 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