JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,089,606 $274M 0.02% +480,775 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,755,972 $251M 0.27% +125,360 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/ 3,677,576 $246M 0.02% +757,313 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 3,314,686 $222M 0.44% +1,845,386 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,018,759 $202M 0.04% +110,089 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,107,157 $141M +42,305 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,761,760 $118M 0.01% +491,890 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,601,077 $107M 0.02% +484,959 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 1,346,997 $90.1M 0.02% -13,711 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,328,981 $88.9M 0.54% +128,855 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. 1,307,972 $87.5M 0.05% +15,746 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,284,549 $85.9M 0.02% +49,048 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,250,000 $83.6M 0.54% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 934,174 $62.5M 0.18% +39,409 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 909,109 $60.8M 0.61% +29,647 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 890,895 $59.6M 0.48% +169,375 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 721,563 $48.3M 0.01% +17,554 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 577,461 $38.6M 0.03% +221,800 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 558,826 $37.4M +61,778 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 493,515 $33M 0.02% -14,466,953 13F-HR Timeline Group USS Investment Management Ltd More: the full row for USS Investment Management Ltd 420,000 $28.1M 0.13% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 416,093 $27.8M 0.03% +312,857 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 416,075 $27.8M 0.05% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 395,253 $26.4M 0.74% +20,761 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 387,800 $25.9M 1.13% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 377,876 $25.3M 3.41% +6,349 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 $25.2M 0.94% 0 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 376,000 $25.2M 0.78% +265,800 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 346,365 $23.2M 2.39% +30,570 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 327,767 $21.9M 0.01% +469 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 327,524 $21.9M 1.21% -11,361 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 325,004 $21.7M 3.37% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 317,558 $21.2M 0.01% +9,808 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 293,244 $19.5M 0.08% +182,203 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 278,225 $18.6M 0.75% +145,273 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 278,209 $18.6M 1.28% +19,903 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 279,578 $18.6M 1.7% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 273,950 $18.3M 0.04% +93,536 13F-HR Timeline Group Trust Co More: the full row for Trust Co 253,799 $17M 1.74% +83,649 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 243,449 $16.3M 3.06% +957 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 226,161 $15.1M 4.49% +3,981 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 215,216 $14.4M 0.16% +11,637 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 211,666 $14.2M 0.71% +2,644 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 206,924 $13.8M 1.58% +17,564 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 206,125 $13.8M 0.02% +28,058 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 206,060 $13.8M 8.35% +6,990 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 204,305 $13.7M 2.7% 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 193,260 $12.9M 3.07% +2,413 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 176,414 $11.8M 0.02% +35,614 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 162,202 $10.9M 0.55% -4,790 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 161,168 $10.8M 0.01% +58,556 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 155,983 $10.4M 2.7% +11,792 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 153,861 $10.3M 0.93% +1,100 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 141,306 $9.45M 0.01% +10,195 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 141,214 $9.45M 0.3% +4,922 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 130,549 $8.73M 0.02% +17,840 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 128,175 $8.57M 2.56% +2,649 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 127,840 $8.55M 0.08% +9,268 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 126,322 $8.45M 0.19% -23,736 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 125,980 $8.43M 4.82% +2,660 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 124,192 $8.31M 0.02% new 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. 124,000 $8.3M 0.03% +15,000 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 123,513 $8.27M 0.01% +2,003 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 108,477 $7.26M <0.01% -13,683 13F-HR Timeline Group City State Bank More: the full row for City State Bank 107,906 $7.22M 2.09% -193 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 102,895 $6.88M 2.3% +3,425 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 97,135 $6.5M 0.94% +20,329 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 93,738 $6.32M +8,756 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 93,759 $6.27M 0.06% -10,457 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 93,399 $6.25M 0.03% +50,088 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 92,133 $6.16M 0.01% -7,338 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 90,977 $6.09M 0.06% -25 13F-HR/A Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 88,105 $5.89M 1.66% +3,613 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 88,019 $5.89M 0.05% +81,476 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 87,000 $5.82M 0.03% +2,666 13F-HR/A Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 86,480 $5.79M 2.36% 0 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 84,302 $5.64M 3.41% +7,312 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 83,895 $5.61M 0.61% +80,072 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 83,811 $5.61M 0.03% +80,196 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 82,834 $5.54M 2.25% +31,369 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 77,220 $5.14M 2.71% +9,163 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 76,813 $5.14M 4.81% +23,634 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 76,497 $5.12M 0.46% +6,956 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 74,481 $4.98M 0.17% +67,588 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 70,727 $4.73M 0.01% +2,068 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 70,548 $4.72M 2.36% +262 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 70,548 $4.7M 0.01% +35,458 13F-HR Timeline Group KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 68,891 $4.61M 4.35% +934 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 68,718 $4.6M 0.09% +6,783 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 67,500 $4.52M 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 67,437 $4.51M 0.37% +620 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 62,830 $4.48M 0.71% +55,811 13F-HR/A Timeline David Kennon Inc More: the full row for David Kennon Inc 65,899 $4.41M 1.59% -896 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 64,629 $4.32M 0.05% -477 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 64,362 $4.31M 1.16% +25,131 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 62,882 $4.19M 0.25% +19,050 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60,984 $4.08M 0.02% +1,752 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 60,695 $4.06M 1.36% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 60,192 $4.03M 0.26% +3,272 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 58,997 $3.98M 3.16% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 58,462 $3.91M 0.62% -1,898 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,729 $3.86M 0.01% +39,801 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 57,004 $3.81M 0.61% +3,064 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 56,840 $3.8M 0.74% +903 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 56,417 $3.77M 0.84% +2,572 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 56,319 $3.77M 2.13% -22,199 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,454 $3.64M 0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 53,898 $3.61M 0.01% new 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 52,367 $3.5M 0.76% -896 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 51,854 $3.47M <0.01% -669 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 50,709 $3.39M 0.15% -1,001 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 48,733 $3.26M 0.05% +12,693 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 48,634 $3.25M 0.51% -3,755 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 46,984 $3.14M 1.84% +696 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 46,907 $3.14M 0.78% +5,403 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 46,193 $3.09M 0.52% +832 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,962 $3.07M 0.01% +42,858 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 46,012 $3.07M 1.06% +10,458 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 45,314 $3.03M 1.45% +1,643 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 44,871 $3M 0.02% +2,114 13F-HR/A Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 44,402 $2.97M 0.17% -47,584 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,601 $2.91M <0.01% -5,469 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,475 $2.84M 0.01% -2,647 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 41,121 $2.75M <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 40,722 $2.72M 0.02% +28,248 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 39,742 $2.66M 1.88% +1,925 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 39,114 $2.62M 0.05% +1,383 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 37,710 $2.52M 0.01% +3,800 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 36,847 $2.47M 1.11% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 36,463 $2.45M 0.02% -3,514 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 36,382 $2.43M 0.05% -5,945 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 35,997 $2.41M <0.01% +29,872 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 35,942 $2.41M 0.29% -35,310 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 35,776 $2.39M 0.33% -37,815 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 35,735 $2.39M 1.72% +1,957 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 35,658 $2.39M 1.43% -345 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 35,608 $2.38M <0.01% +5,319 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 34,894 $2.33M 1.36% -186 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,912 $2.27M 0.01% +11,391 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 33,737 $2.26M 0.04% -10,919 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 33,471 $2.25M 0.12% +1,781 13F-HR/A Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 33,481 $2.24M 1.86% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 33,126 $2.22M 0.06% -462 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 32,980 $2.21M 0.14% -24 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 32,930 $2.2M 1.61% +2,612 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 32,208 $2.15M 0.59% +476 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31,617 $2.12M 0.05% -52 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 30,912 $2.07M 0.76% +1,822 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 30,836 $2.06M 0.39% +15,666 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 30,377 $2.03M 0.64% +666 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 29,778 $1.99M 0.88% +72 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,249 $1.96M 0.06% +5,411 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 29,232 $1.96M 0.41% +2,205 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 29,077 $1.95M 0.41% +502 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 29,001 $1.94M 0.04% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 28,175 $1.88M 0.75% +2 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 27,218 $1.82M 1.46% +1,267 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 26,722 $1.79M 1.77% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,053 $1.74M 0.08% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 25,939 $1.74M 0.12% +498 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 25,069 $1.68M 1.22% +312 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 25,000 $1.67M 1.33% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 24,151 $1.62M 1.51% +737 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,076 $1.61M 0.07% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 24,013 $1.61M 0.07% -78 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,598 $1.58M 0.03% -461 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 23,574 $1.58M 0.5% -4,668 13F-HR/A Timeline Rinkey Investments More: the full row for Rinkey Investments 23,033 $1.54M 0.41% +3,399 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 22,880 $1.53M 0.41% -433 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 22,559 $1.51M 0.88% +945 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 22,495 $1.5M 0.01% -300 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 22,418 $1.5M 0.05% -4,415 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 22,305 $1.49M 1.57% -578 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21,976 $1.47M 0.1% +251 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,415 $1.43M 0.04% -204 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 21,128 $1.41M -683 Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 21,043 $1.41M 0.64% +327 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,031 $1.34M 0.12% +3,166 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 19,517 $1.31M 0.77% +941 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 19,144 $1.28M 0.24% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 18,098 $1.21M 0.63% +5,171 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,093 $1.21M 0.05% -5,042 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 17,679 $1.18M 0.16% +1,399 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,633 $1.18M <0.01% +8,043 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 17,190 $1.15M 0.64% +115 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,058 $1.14M 0.03% +1,543 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,980 $1.14M 0.02% +5,418 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 16,979 $1.14M 1.48% +22 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,618 $1.11M 0.09% +10,598 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 16,154 $1.08M 0.01% -5,929 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 16,154 $1.08M 0.04% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,521 $1.04M 0.01% +3,171 13F-HR Timeline Group Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 15,367 $1.03M 0.6% -11 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,280 $1.02M 0.63% -2,180 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 15,143 $1.01M 0.19% +659 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 15,126 $1.01M 0.26% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,821 $992K <0.01% +5,687 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,544 $973K <0.01% +40 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,268 $955K 0.05% +1,114 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,099 $943K 0.03% +789 13F-HR Timeline