JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,028,166 $886M 0.84% +537,412 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,468,108 $219M 0.28% +181,241 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,196,935 $202M 0.02% -8,160,142 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/ 2,908,894 $184M 0.02% +409,476 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 2,050,000 $129M 0.98% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,897,199 $120M 0.03% +183,645 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,852,156 $117M 0.28% -42,703 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,622,601 $102M +46,300 Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,607,696 $102M 0.02% -28,265 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,313,149 $82.9M 0.02% +240,347 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,139,094 $71.9M 0.01% +40,154 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,026,768 $64.8M 0.04% +29,530 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 987,491 $62.4M 0.64% +58,584 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 787,003 $54.8M 0.17% +54,376 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 830,000 $52.4M 0.37% -311,775 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 813,104 $51.3M 0.67% +27,077 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 786,361 $49.7M 0.05% +491,900 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 776,404 $49M 0.39% +225,750 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 772,884 $48.8M 0.4% +152,356 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 687,786 $43.4M 0.07% -42,535 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 516,661 $32.6M 0.01% +43,578 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 452,596 $28.6M 6.16% +16,403 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 421,444 $26.6M 0.01% +13,434 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 397,021 $25.1M +34,972 Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 382,726 $24.2M 0.86% -3,057 13F-HR Timeline Allianz Investment Management U.S. LLC in group Allianz SE More: the full row for Allianz Investment Management U.S. LLC 377,100 $23.8M 1.68% 0 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 365,576 $23.1M 3.61% +104 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 352,884 $22.3M 0.06% +45,258 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 309,274 $19.5M 1.24% +20,461 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 279,578 $18.6M 1.65% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 284,050 $17.9M 0.01% +15,203 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 279,100 $17.6M 0.33% +200,800 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 276,315 $17.4M 1.81% -148,202 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 262,741 $16.6M 0.01% 13F-HR/A Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 253,993 $16M 2.04% +43,520 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 246,131 $15.6M 3.26% -4,197 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 239,495 $15.1M 1.59% +8,723 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 227,560 $14.4M <0.01% -7,664 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 220,221 $14.3M 0.03% +68,004 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 208,449 $13.2M 0.79% -147,104 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 201,527 $12.7M 0.18% +10,535 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 198,361 $12.5M 3.26% +7,256 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 193,713 $12.2M 0.91% +14,540 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 181,952 $11.5M 8.1% +16,400 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 177,547 $11.2M 2.97% +5,944 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 177,066 $11.2M 1.55% +142,217 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 171,693 $10.8M 2.48% +4,631 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 170,980 $10.8M 0.56% -6,620 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 167,228 $10.6M 0.02% +34,082 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 152,008 $9.6M 3.13% +6,901 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 144,648 $9.13M 0.26% -28,033 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 142,921 $9.03M 0.02% -1,107 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 132,701 $8.38M 0.01% +52,939 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 130,885 $8.27M 0.1% -9,735 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 129,917 $8.2M 0.3% +5,512 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 129,283 $8.16M 2.55% +2,676 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 125,897 $7.95M 0.01% +106 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 124,961 $7.89M 5.72% +48,862 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 124,582 $7.87M 0.01% +88 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 119,610 $7.55M 1.09% +28,316 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 119,529 $7.55M 2.57% +5,853 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 115,616 $7.3M 5.05% +3,731 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 105,788 $6.68M 0.61% -661,056 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 104,763 $6.62M 0.01% +4,534 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 103,297 $6.52M 3.18% +18,355 13F-HR Timeline City State Bank More: the full row for City State Bank 101,634 $6.42M 2.26% +3,259 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 96,331 $6.08M 2.3% +2,707 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 90,500 $5.72M 0.01% +30,500 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 89,160 $5.63M 0.02% +10,555 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 88,734 $5.6M 0.92% +5,531 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 86,480 $5.46M 2.25% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 85,000 $5.38M 0.02% -7,000 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 82,283 $5.2M 0.06% +2,526 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 81,685 $5.16M 0.78% -906 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 81,288 $5.13M 1.82% +3,599 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 79,101 $5M 0.22% +7,695 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 78,995 $4.99M 1.75% +1,735 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 72,350 $4.57M 1% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 71,813 $4.53M 1.04% +3,668 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 71,419 $4.51M 2.34% +681 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 68,670 $4.34M 2.84% +1,098 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 68,464 $4.32M 2.39% +8,738 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 68,250 $4.3M +7,499 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 67,833 $4.28M 0.05% +2,196 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 67,323 $4.25M 3.36% +3,365 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 66,988 $4.23M 0.17% +50,520 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 66,895 $4.22M 1.67% +1,022 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 66,468 $4.2M 5.37% +1,238 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 66,030 $4.18M 0.45% -59,482 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 64,746 $4.09M 1.99% +1,386 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 63,953 $4.04M 0.4% +9,501 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 61,283 $3.87M <0.01% -6,347 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 60,549 $3.82M 0.41% +6,678 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 56,869 $3.66M 0.02% +7,297 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 56,900 $3.59M 0.01% -2,032 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 56,079 $3.54M 1.19% -749 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 55,383 $3.5M 0.76% +1,084 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 53,813 $3.4M 0.26% +3,789 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 51,518 $3.27M 0.08% +454 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 51,560 $3.26M 0.31% -80,273 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 51,277 $3.24M 0.83% +51,137 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 50,685 $3.2M 0.07% +464 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,166 $3.17M 0.02% +14,815 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 48,866 $3.09M 0.87% +3,649 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 48,766 $3.08M 0.01% -617 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 46,932 $2.98M 1.96% -12,950 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 45,925 $2.9M 0.01% +7,009 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 45,924 $2.9M 0.02% -16,765 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 43,820 $2.77M 0.95% +38,293 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 43,423 $2.74M 0.54% -1,289 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 42,902 $2.71M 0.36% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 42,379 $2.68M 1.5% +335 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 41,777 $2.64M <0.01% new 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 41,014 $2.59M 0.46% +2,070 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,419 $2.55M 0.03% -5,735 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 40,056 $2.55M 1.81% -4,139 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 39,523 $2.5M 0.46% -1,573 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 39,165 $2.47M 1.38% -10 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 37,771 $2.39M 1.97% 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 37,768 $2.39M 0.63% +203 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 37,311 $2.36M 0.07% +3,165 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 36,884 $2.33M 0.03% +1,332 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 36,461 $2.3M 0.86% -158 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,363 $2.3M 0.01% -12,569 13F-HR/A Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 35,913 $2.27M 0.05% -2,478 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 35,580 $2.25M 0.75% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 33,159 $2.1M 1.93% -7,982 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 33,209 $2.1M 0.16% -3,961 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 32,115 $2.03M 1.45% +12,380 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,462 $1.99M <0.01% new 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 31,221 $1.97M 0.61% +1,953 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 31,177 $1.97M 1.06% +1,853 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 31,061 $1.96M 0.75% -4,501 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 31,001 $1.96M 1.39% +5,221 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,106 $1.9M 0.01% +194 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 29,856 $1.89M 0.06% 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 29,283 $1.85M 0.91% +320 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 28,746 $1.82M 0.77% -478 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 27,448 $1.73M 0.03% +4,332 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 27,428 $1.73M 2.17% -4,165 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 26,624 $1.68M 0.31% -4,966 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 26,618 $1.68M 0.72% -1,527 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,545 $1.61M 0.1% +2,716 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 25,370 $1.6M 1.2% -47 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,159 $1.59M 0.01% -2,354 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 24,268 $1.53M 1.52% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,738 $1.5M 0.1% -8,939 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 22,810 $1.44M 0.01% +455 13F-HR Timeline Group Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 22,426 $1.43M 0.79% +501 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 22,512 $1.42M 0.41% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,220 $1.4M 0.04% -40 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22,130 $1.4M 0.11% +38 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 22,061 $1.39M -144 Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 21,872 $1.38M 0.01% +291 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 21,716 $1.38M 0.02% -3,374 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 21,703 $1.37M 1.54% 13F-HR/A Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 21,412 $1.35M 0.46% -3,373 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,279 $1.34M 0.04% +4,238 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,074 $1.33M 0.11% +7,247 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 20,283 $1.28M <0.01% new 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 19,909 $1.26M 0.4% -71 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 19,849 $1.25M 0.01% +15,378 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 19,662 $1.24M 0.06% -2,638 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 19,178 $1.21M 0.27% -25 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,849 $1.19M 0.06% +5,327 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 18,721 $1.18M 0.23% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,960 $1.13M 0.07% +382 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 17,587 $1.11M 0.98% 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 17,186 $1.09M 0.94% +2,824 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,060 $1.08M 0.03% -80 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 16,919 $1.07M 1.59% 13F-HR/A Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 16,631 $1.05M 0.73% -28,680 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,365 $1.03M 0.04% +498 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 16,290 $1.03M 0.76% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 15,512 $980K 0.11% +4,838 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,471 $977K <0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 15,330 $968K 0.09% -1,601 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15,195 $960K 0.08% +586 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 14,926 $943K 0.64% -596 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,499 $916K 0.12% +419 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,492 $915K 0.03% -319 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 13,428 $848K 0.29% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 13,304 $840K 0.33% -221 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,089 $827K 0.09% -872 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 12,987 $820K 0.54% -138 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 12,874 $813K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 12,636 $798K 0.13% -194 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,496 $789K <0.01% +2,463 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,085 $763K 0.02% +649 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,977 $756K 0.03% -375 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,901 $752K 0.03% +1,503 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 11,882 $750K 0.13% +40 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 11,820 $746K 0.46% +1,811 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 11,352 $717K 0.37% -471 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 11,277 $712K 0.21% -543 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 11,075 $699K <0.01% +212 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 11,054 $698K 0.04% +390 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,524 $665K 0.09% -233 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,400 $657K 0.01% new 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,337 $654K 0.02% +157 13F-HR Timeline