Betterment LLC More: the full row for Betterment LLC 4,659,747 $314M 0.6% +1,345,061 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,117,068 $278M 0.02% +27,462 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,897,233 $263M 0.26% +141,261 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/ 3,428,795 $231M 0.02% -248,781 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,121,405 $210M 0.04% +102,646 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,718,619 $183M 0.41% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,246,045 $151M +138,888 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,717,948 $116M 0.03% +116,871 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,696,819 $114M 0.01% -64,941 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. 1,331,027 $89.8M 0.05% +23,055 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,326,629 $89.5M 0.51% -2,352 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 1,303,413 $87.9M 0.02% -43,584 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,259,690 $84.9M 0.02% -24,859 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,250,000 $84.3M 0.51% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 935,827 $63.1M 0.65% +26,718 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 757,847 $51.1M 0.14% -176,327 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 735,670 $49.6M 0.39% -155,225 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 734,664 $49.5M +13,101 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 673,992 $45.4M +115,166 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 596,518 $40.2M 0.02% +103,003 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 502,300 $33.9M 0.93% +126,300 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 470,538 $31.7M 0.03% +54,445 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 404,489 $27.3M 0.74% +9,236 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 393,574 $26.5M 3.5% +15,698 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 391,624 $26.4M 0.11% +98,380 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 388,620 $26.2M 0.01% +71,062 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 386,534 $26.1M 2.42% +40,169 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 383,250 $25.8M 0.01% +55,483 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 377,100 $25.4M 0.33% new 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 374,164 $25.2M 0.93% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 349,291 $23.6M 0.05% +75,341 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 338,365 $22.8M 0.03% -77,710 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 328,816 $22.2M 3.46% +3,812 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 294,878 $19.9M 1.35% +16,669 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 293,514 $19.8M 4.16% 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 Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 273,148 $18.4M 0.03% new 13F-HR/A Timeline Group Trust Co More: the full row for Trust Co 266,343 $18M 1.68% +12,544 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 247,679 $16.7M 5.59% new 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. 246,000 $16.6M 0.05% +122,000 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 242,172 $16.3M 3.02% -1,277 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 230,388 $15.5M 4.54% +4,227 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 223,842 $15.1M 0.45% -163,958 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 222,886 $15M 0.17% +7,670 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 220,844 $14.9M 0.69% +9,178 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 220,994 $14.9M 8.66% +14,934 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 220,202 $14.8M 1.63% +13,278 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 218,207 $14.7M 0.02% +12,082 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 216,296 $14.6M 2.81% +11,991 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 200,128 $13.6M 3.01% +6,868 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 195,473 $13.2M <0.01% +86,996 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 178,188 $12M 1.33% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 170,184 $11.5M 0.01% +9,016 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 167,881 $11.3M 2.77% +11,898 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 160,127 $10.8M 0.55% -2,075 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 154,589 $10.4M 0.83% +728 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 152,070 $10.2M 0.12% +149,535 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 149,620 $10.1M 0.31% +8,406 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 139,246 $9.39M 0.2% +12,924 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 138,863 $9.36M 0.02% +8,314 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 136,580 $9.21M 3.97% +50,100 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 133,486 $9M 2.32% +5,311 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 130,986 $8.83M 0.01% +7,473 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 129,505 $8.73M 4.89% +3,525 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 127,315 $8.59M 0.01% +56,767 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 122,579 $8.27M 0.04% +38,768 13F-HR Timeline City State Bank More: the full row for City State Bank 113,755 $7.67M 2.1% +5,849 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 111,490 $7.52M 0.17% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 110,251 $7.43M +16,513 Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 109,724 $7.4M 0.79% +25,829 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 109,607 $7.39M 0.24% -168,618 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 107,410 $7.24M 2.12% +61,398 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 106,934 $7.21M 2.31% +4,039 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 104,020 $7.01M 0.03% +10,621 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 103,125 $6.97M 0.01% -21,067 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 98,514 $6.64M 0.89% +1,379 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 97,079 $6.55M 2.55% +14,245 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 94,599 $6.38M 0.87% 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 93,901 $6.33M 3.48% +9,599 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 92,586 $6.24M 0.05% +1,609 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 90,085 $6.07M 0.06% -3,674 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 89,627 $6.04M 0.04% +1,608 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 88,650 $5.98M 0.1% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 88,637 $5.98M 1.57% +532 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 84,242 $5.68M 0.03% -2,758 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 82,846 $5.58M 0.03% +46,383 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 81,402 $5.49M 0.48% +4,905 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 81,268 $5.48M 5% +12,377 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 79,617 $5.37M 1.39% +15,255 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 77,366 $5.22M 0.48% +41,424 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 76,896 $5.19M 2.68% -324 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 76,119 $5.13M 0.09% +7,401 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 75,284 $5.08M 4.38% -1,529 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 73,568 $4.96M 2.47% +3,020 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. 73,447 $4.95M <0.01% -504,014 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 70,340 $4.76M 0.01% +2,840 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 70,285 $4.74M 0.01% -442 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 70,100 $4.73M 0.01% -106,314 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 69,491 $4.69M 0.16% -4,990 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 68,978 $4.65M 0.07% +20,245 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,695 $4.56M 0.02% +6,711 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 67,519 $4.55M 0.68% +57,623 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 66,558 $4.49M 1.6% +659 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 65,032 $4.39M 0.05% +403 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 64,787 $4.37M 0.25% +1,905 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 64,329 $4.34M 1.55% +3,634 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 62,583 $4.22M 0.25% +2,391 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 61,213 $4.13M 0.89% +14,306 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 61,186 $4.13M 0.34% -6,251 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 60,367 $4.07M 0.01% +5,913 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 60,256 $4.06M 0.02% +19,534 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 59,454 $4.01M 0.02% +13,492 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 58,693 $3.96M 0.62% +1,689 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 58,414 $3.94M <0.01% -82,892 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 58,067 $3.92M 0.23% +13,665 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 57,458 $3.87M 0.73% +618 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 56,609 $3.82M 0.81% +192 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 55,169 $3.72M 0.85% +2,802 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 54,109 $3.65M <0.01% +211 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 52,969 $3.57M 0.01% +19,057 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 52,487 $3.54M 0.15% +1,778 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,965 $3.44M <0.01% -889 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 50,092 $3.38M 1.93% +3,108 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 49,920 $3.37M 1.22% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 49,662 $3.35M 0.55% +3,469 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 48,781 $3.29M 0.02% +3,910 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 48,128 $3.25M 0.5% -506 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 46,957 $3.17M 1.44% +1,643 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 44,535 $3M 0.18% new 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 44,218 $2.98M 1.57% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 44,146 $2.98M 0.06% +39,959 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 44,128 $2.98M 0.1% +11,002 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,226 $2.85M 0.01% -249 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 41,357 $2.79M 0.01% +3,647 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 40,761 $2.75M <0.01% +5,153 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 40,539 $2.73M 0.06% +1,425 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 40,247 $2.71M 1.87% +505 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39,662 $2.68M <0.01% -3,939 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 38,237 $2.58M 0.66% +23,111 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 37,989 $2.57M 1.92% -21,008 13F-HR/A Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 37,074 $2.5M 1.78% 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 36,847 $2.48M 1.75% +1,112 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 36,533 $2.47M 0.14% +3,062 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 36,321 $2.45M 1.08% -526 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 36,176 $2.44M <0.01% -4,945 13F-HR Timeline Group Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 35,989 $2.43M 2.32% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 35,837 $2.42M 1.3% +943 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 35,812 $2.41M 0.04% +2,075 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,804 $2.41M <0.01% new 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 35,646 $2.4M 1.49% -12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 34,133 $2.3M 0.29% -1,643 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 33,793 $2.28M 1.62% +863 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 33,141 $2.23M 0.62% +933 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 33,098 $2.23M 0.43% +3,866 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 33,000 $2.23M 1.78% +8,000 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 32,575 $2.2M 0.14% -405 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,430 $2.19M <0.01% +14,797 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 31,819 $2.15M 1.46% -24,500 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 31,539 $2.13M 0.04% -4,843 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31,352 $2.11M 0.05% -265 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 30,972 $2.09M 0.64% +595 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,867 $2.01M 0.06% +618 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 29,860 $2.01M 0.73% -1,052 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 29,822 $2.01M 0.16% +9,791 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 42,313 $1.98M 0.84% +12,535 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 28,000 $1.89M 0.03% +4,402 13F-HR/A Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 27,433 $1.85M 1.43% +215 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 27,320 $1.84M 0.71% -855 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 25,933 $1.75M 1.68% -789 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 25,875 $1.74M 0.13% +9,257 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 25,206 $1.7M 0.08% +1,130 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,168 $1.7M <0.01% +12,623 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 24,747 $1.67M 1.44% -322 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 24,119 $1.63M 1.52% -32 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 23,855 $1.61M 0.14% -2,084 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 23,591 $1.59M 0.01% +7,437 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 23,591 $1.59M 0.07% +7,437 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 23,503 $1.58M 0.43% +623 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 23,477 $1.58M 0.98% +918 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 23,285 $1.57M 0.01% +790 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 23,247 $1.57M 0.54% -327 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,238 $1.57M 0.02% +11,446 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 22,979 $1.55M <0.01% -13,018 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 22,725 $1.53M 0.39% -308 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 22,716 $1.53M 0.04% +298 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 22,473 $1.52M 0.06% -1,540 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 21,948 $1.48M 0.73% +3,850 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21,855 $1.47M 0.09% -121 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 21,775 $1.47M 0.66% +732 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 21,170 $1.43M +42 Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,568 $1.39M 0.03% +2,475 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,388 $1.37M <0.01% +6,804 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,982 $1.28M 0.04% +1,924 13F-HR/A Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,969 $1.28M 0.18% +6,619 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 18,683 $1.26M 0.23% -461 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,542 $1.25M 0.03% -2,873 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 18,324 $1.24M 0.97% 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,967 $1.21M 0.01% +2,446 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,904 $1.21M 0.09% +6,971 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 17,819 $1.2M 0.15% +140 13F-HR Timeline