Betterment LLC More: the full row for Betterment LLC 7,520,903 $506M 0.86% +1,820,689 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 4,283,035 $288M 0.25% +185,693 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,647,079 $246M 0.01% -454,399 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,411,984 $229M 0.04% +222,561 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,134,822 $211M 0.01% -250,004 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,077,855 $207M 0.05% +146,710 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,686,305 $181M 0.35% +37,926 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 2,702,926 $180M 0.53% +1,393,538 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,188,737 $147M 0.01% +72,188 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 1,650,865 $111M 0.02% -24,435 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,501,752 $101M 0.06% -246,483 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,480,565 $99.6M 0.02% -108,245 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,351,550 $90.9M 0.02% +307 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,290,036 $86.7M 0.04% -21,563 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,278,934 $86M +158,532 Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,250,000 $84M 0.45% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,066,594 $71.7M -44,206 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 919,634 $61.8M 0.02% +140,116 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 893,417 $60.1M 0.41% +252,619 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 755,102 $50.8M 0.13% -613 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 661,366 $44.5M -150,048 Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 613,500 $41.3M 0.67% +167,400 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 517,660 $34.8M 0.03% +6,663 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 462,987 $31.1M 0.01% +2,605 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 448,652 $30.2M 0.01% +16,355 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 446,500 $30M 0.76% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 435,695 $29.3M 3.39% +29,218 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 412,915 $27.8M 0.68% +6,742 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 377,100 $25.4M 0.27% 0 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 375,202 $25.2M 4.77% +12,330 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 362,702 $24.3M 0.06% +38,459 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 342,544 $23M 6.21% +10,874 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 309,560 $20.8M 1.32% +15,899 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 284,255 $19.1M 0.02% +10,326 13F-HR Timeline Trust Co More: the full row for Trust Co 280,735 $18.9M 1.7% +2,400 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 275,864 $18.5M 1.8% +10,665 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 263,086 $17.6M 2.93% +16,632 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 258,812 $17.4M 1.41% 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 257,940 $17M +136,262 Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 252,253 $17M 8.36% +8,824 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 248,114 $16.7M 0.15% -729,715 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 229,423 $15.4M 0.17% +77,353 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 227,077 $15.3M 0.67% +2,965 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 225,894 $15.2M 2.46% 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 224,000 $15.1M 0.03% +23,000 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 220,100 $14.8M 0.01% -7,646 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 215,899 $14.5M 0.09% +32,249 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 213,111 $14.3M <0.01% +206,242 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 211,010 $14.2M 0.02% -28,866 13F-HR/A Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 210,678 $14.2M 1.41% -40,525 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 205,098 $13.8M 2.81% +4,315 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 198,936 $13.4M 0.03% +36,802 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 194,585 $13.1M 3.66% -4,267 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 187,705 $12.6M 4.32% +46,869 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 187,058 $12.6M 2.62% +4,904 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 182,352 $12.3M 0.02% -20,250 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 179,179 $12M 0.11% -27,312 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 172,709 $11.6M 0.01% +85,394 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 164,456 $11.1M 0.29% +4,619 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 164,347 $11.1M 0.2% +13,286 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 154,122 $10.4M 0.01% +11,790 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 153,953 $10.4M 0.55% -3,969 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 144,541 $9.72M <0.01% -23,863 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 140,364 $9.44M 2.06% new 13F-HR Timeline City State Bank More: the full row for City State Bank 139,857 $9.4M 2.15% +12,553 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 138,481 $9.32M 0.01% +23,342 13F-HR Timeline Group GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 136,580 $9.18M 3.75% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 132,146 $8.89M 1.23% +4,859 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 117,576 $7.91M 2.27% +5,866 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 114,330 $7.65M 0.38% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 114,119 $7.64M 0.02% -67,411 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 106,348 $7.15M 0.03% +8,259 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 105,659 $7.1M 0.24% +41,816 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 102,759 $6.91M 0.72% -98,142 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 102,370 $6.88M 1.42% +16,956 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 94,745 $6.37M 0.91% +88 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 92,782 $6.24M 0.01% -105,468 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 92,677 $6.23M 1.02% +19,895 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 90,797 $6.11M 0.01% +59,703 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 90,307 $6.07M 0.42% +2,416 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 89,098 $5.99M 0.62% +16,036 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 86,874 $5.84M 2.12% +1,855 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 86,147 $5.79M 0.03% +1,417 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 85,296 $5.74M 1.28% -39,923 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 79,455 $5.34M 0.45% +3,372 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 78,654 $5.29M 0.01% +24,824 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 76,137 $5.12M 1.63% +5,255 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 75,940 $5.11M 0.01% +2,750 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 75,820 $5.1M 0.02% -1,777 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 74,802 $5.03M 0.02% +7,367 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 74,020 $4.98M 2.25% +537 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 72,867 $4.9M 0.47% +3,310 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 71,375 $4.8M 4.12% -10,401 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 71,221 $4.79M 0.05% +3,095 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 71,871 $4.74M 2.85% -4,049 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 70,085 $4.71M 0.04% -6,275 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 69,901 $4.7M <0.01% +19,476 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 69,689 $4.68M 0.01% +10,996 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 68,168 $4.58M 0.02% -11,087 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 67,795 $4.56M 0.01% -1,903 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 66,029 $4.44M 0.23% +2,169 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 64,197 $4.32M 0.83% +2,889 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 63,166 $4.25M 3.36% -3,421 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 61,083 $4.11M 0.01% +1,454 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 60,538 $4.07M 0.02% +5,484 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 59,904 $4.03M 0.05% -7,711 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 59,428 $4M 1.2% +6,476 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 58,264 $3.92M 0.24% +9,935 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 57,656 $3.88M <0.01% +4,028 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 55,815 $3.75M 0.54% -3,287 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 54,262 $3.65M 0.55% -2,199 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 54,243 $3.65M 1.88% +2,323 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 53,966 $3.63M 0.31% -3,385 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 52,472 $3.53M 0.2% +4,486 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 52,375 $3.52M 0.26% +10,031 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,445 $3.5M 0.01% +2,941 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 51,691 $3.48M 2.34% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 51,150 $3.44M 0.22% +18,873 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 50,405 $3.39M 0.63% -3,357 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 49,620 $3.34M <0.01% +5,995 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 49,589 $3.33M 1.28% +1,910 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 49,241 $3.31M 0.01% +7,745 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 49,183 $3.31M 0.09% +1,254 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 48,963 $3.29M 0.04% +1,230 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 47,979 $3.23M <0.01% +8,559 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 46,524 $3.13M <0.01% +982 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 46,476 $3.13M 0.04% +5,534 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 46,162 $3.1M 1.95% +3,843 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 45,956 $3.09M <0.01% -8,310 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 45,444 $3.06M <0.01% +4,512 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 44,535 $2.99M 0.42% -2,732 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 44,355 $2.98M 1.73% +648 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 44,572 $2.97M 0.04% -895 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 43,517 $2.93M 0.14% +38,530 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 43,057 $2.9M 1.42% -82 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 41,021 $2.76M 0.13% +18,881 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,746 $2.74M 0.01% +2,789 13F-HR/A Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 39,993 $2.69M 1.62% +373 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 39,403 $2.65M 1.66% +2,141 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 39,302 $2.64M 1.2% -57,219 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,968 $2.62M 0.03% +15,890 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 37,671 $2.53M <0.01% -107,056 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 37,071 $2.49M 0.12% -1,660 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 36,552 $2.46M 0.45% +2,784 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 36,104 $2.43M 1.03% -76 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 35,894 $2.41M 1.94% +577 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 34,901 $2.35M 1.48% -779 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,300 $2.31M <0.01% +589 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,299 $2.31M 0.01% -137,648 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 34,127 $2.29M 0.21% -145,042 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 33,881 $2.28M 0.54% +1,480 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 33,289 $2.24M 0.96% +564 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 32,606 $2.19M 0.13% +81 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 34,721 $2.1M 0.72% +1,701 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 30,779 $2.07M 0.05% -188 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 30,334 $2.04M 0.02% new 13F-HR Timeline Group K2 Financial Inc. More: the full row for K2 Financial Inc. 30,210 $2.03M 1.43% +1,493 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 30,000 $2.02M 1.24% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 29,831 $2.01M 0.08% +1,511 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,645 $1.99M 0.05% +553 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 29,270 $1.97M 0.01% +3,385 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 28,809 $1.94M 0.02% +8,241 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 28,663 $1.93M 0.66% -1,028 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 28,631 $1.93M 0.52% +1,064 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 28,252 $1.9M 0.61% +986 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 28,836 $1.89M 0.03% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 27,726 $1.86M 0.07% +5,214 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 27,649 $1.86M 0.72% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 27,649 $1.86M 0.72% +8,670 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 25,751 $1.79M <0.01% new 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 26,007 $1.75M 0.65% +8,838 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 25,534 $1.72M 0.77% -185 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 25,443 $1.71M 0.49% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 25,306 $1.7M 1.4% +764 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 25,274 $1.7M 1.52% -211 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,260 $1.7M <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,654 $1.66M 0.05% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 22,253 $1.5M 0.35% -472 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 22,251 $1.5M <0.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 22,010 $1.48M 0.1% -11 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 21,398 $1.44M 0.12% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 21,187 $1.42M -640 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21,150 $1.42M 0.03% +813 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 20,922 $1.41M 0.57% +2,277 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 20,753 $1.4M 0.05% -64,114 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,506 $1.38M 0.01% +1,025 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 20,486 $1.38M 0.15% +616 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 19,597 $1.32M 0.16% +407 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,518 $1.31M 0.01% +2,131 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,120 $1.29M 0.02% -981 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,542 $1.25M 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,323 $1.23M <0.01% -3,807 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,254 $1.23M 0.01% +2,408 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 18,210 $1.22M 0.02% +1,713 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 18,155 $1.22M 0.4% -1,686 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,956 $1.21M 0.05% +1,273 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17,871 $1.2M 0.11% -8,883 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 17,698 $1.19M 0.87% +1,100 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 17,548 $1.18M 0.02% +2 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 17,101 $1.15M 0.2% +477 13F-HR Timeline