Betterment LLC More: the full row for Betterment LLC 5,700,214 $374M 0.71% +1,040,467 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 4,097,342 $269M 0.25% +200,109 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,101,478 $267M 0.02% -15,590 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,384,826 $222M 0.02% -43,969 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,189,423 $210M 0.04% +68,018 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,931,145 $193M +685,100 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,648,379 $174M 0.38% -70,240 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,116,549 $139M 0.01% +419,730 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,748,235 $115M 0.08% +1,739,967 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 1,675,300 $110M 0.02% +371,887 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,588,810 $104M 0.02% -129,138 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,351,243 $88.8M 0.02% +91,553 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. 1,311,599 $86.2M 0.05% -19,428 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,309,388 $86M 0.42% -17,241 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,250,000 $82.1M 0.48% 0 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,120,402 $73.6M +446,410 Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,110,800 $73M +1,074,988 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 977,829 $64.2M 0.64% +42,002 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 811,414 $53.3M +76,750 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 779,518 $50.7M 0.02% +183,000 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 755,715 $49.6M 0.15% -2,132 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 640,798 $42.1M 0.34% -94,872 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 510,997 $33.6M 0.04% +40,459 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 460,382 $30.2M 0.01% +71,762 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 446,100 $29.3M 0.69% -56,200 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 432,297 $28.4M 0.01% +49,047 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 414,396 $27.2M 2.02% +27,862 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 406,477 $26.7M 3.44% +12,903 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 406,173 $26.7M 0.73% +1,684 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 377,100 $24.8M 0.27% 0 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 362,872 $23.8M 4.87% +69,358 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 331,670 $21.8M 6.37% +101,282 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 324,243 $21.2M 0.06% +241,397 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 293,661 $19.3M 1.32% -1,217 13F-HR Timeline Trust Co More: the full row for Trust Co 278,335 $18.3M 1.71% +11,992 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 273,929 $18M 0.02% +55,722 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 265,199 $17.4M 1.86% +44,997 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 251,203 $16.5M 1.83% +73,015 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 246,454 $16.2M 2.98% +4,282 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 243,429 $16M 8.62% +22,435 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 239,876 $15.7M 0.02% -33,272 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 227,746 $15M 0.01% +57,562 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 224,112 $14.7M 0.7% +3,268 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 223,444 $14.7M 2.61% +7,148 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 206,491 $13.6M 0.13% -16,395 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 202,602 $13.3M 0.03% -146,689 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. 201,000 $13.2M 0.04% -45,000 13F-HR/A Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 200,901 $13.2M 1.26% +102,387 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 200,783 $13.2M 2.93% +655 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 198,852 $13.1M 3.7% -129,964 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 198,250 $13M 0.02% -140,115 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 183,650 $12.1M 0.09% +91,064 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 182,154 $12M 2.85% +14,273 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 181,530 $11.9M 0.04% -210,094 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 179,169 $11.8M 1.27% +69,445 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 171,947 $11.3M 0.05% +49,368 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 168,404 $11.1M <0.01% -27,069 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 162,134 $10.7M 0.03% +23,271 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 159,837 $10.5M 0.3% +10,217 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 157,922 $10.4M 0.56% -2,205 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 151,061 $9.92M 0.21% +11,815 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 152,070 $9.88M 0.14% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 144,727 $9.51M 0.02% +41,602 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 142,332 $9.35M 0.01% +15,017 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 140,836 $9.25M 3.4% +43,757 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 139,073 $9.14M 2.34% +5,587 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 136,580 $8.97M 4.07% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 130,388 $8.57M 4.82% +883 13F-HR Timeline City State Bank More: the full row for City State Bank 127,304 $8.36M 2.17% +13,549 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 127,287 $8.36M 1.24% +68,594 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 125,574 $8.25M 3.04% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 125,219 $8.23M 2.11% +36,582 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 121,678 $8.12M +11,427 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 115,139 $7.55M 0.01% -15,847 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 111,710 $7.34M 2.31% +4,776 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 98,089 $6.44M 0.03% +8,462 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 96,521 $6.34M 3.45% +2,620 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 94,657 $6.22M 0.9% +58 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 87,891 $5.89M 0.46% +6,489 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 87,315 $5.74M <0.01% +66,927 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 85,414 $5.61M 1.32% +5,797 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 85,019 $5.58M 2.28% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 84,867 $5.57M 0.24% +32,380 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 84,730 $5.57M 0.03% +488 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 81,776 $5.37M 4.94% +508 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 79,255 $5.21M 0.02% -24,765 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,597 $5.1M 0.02% +9,902 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 76,360 $5.02M 0.05% -13,725 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 76,083 $5M 0.48% -1,283 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 75,920 $4.94M 2.51% -976 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 73,062 $4.92M 0.67% +39,964 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 73,483 $4.83M 2.35% -85 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 73,190 $4.81M 0.01% +2,850 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 72,782 $4.78M 0.89% +15,324 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 70,882 $4.66M 1.64% +6,553 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 69,698 $4.58M 0.01% +33,894 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 69,557 $4.57M 0.5% +2,038 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 68,363 $4.49M <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 68,126 $4.48M 0.06% -852 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 67,615 $4.44M 0.06% -21,035 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 67,435 $4.43M 0.02% +7,179 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 65,700 $4.42M 3.2% +27,711 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 66,587 $4.37M 3.73% -8,697 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 66,074 $4.34M 0.01% -4,211 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 63,860 $4.19M 0.24% +1,277 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 63,843 $4.19M 0.24% +5,776 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 61,308 $4.03M 0.81% +6,139 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 59,629 $3.92M 0.01% -738 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 59,102 $3.88M 0.63% +9,440 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 58,693 $3.86M 0.01% +17,932 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 57,351 $3.77M 0.32% -3,835 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 56,461 $3.71M 0.7% -4,752 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 55,054 $3.62M 0.02% +6,273 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 54,266 $3.56M <0.01% +157 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 53,830 $3.54M <0.01% +40,929 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 53,762 $3.53M 0.76% -2,847 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 53,628 $3.52M <0.01% +2,663 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 52,952 $3.48M 1.21% +3,032 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 51,920 $3.41M 1.92% +1,828 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 50,425 $3.31M <0.01% +14,249 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,504 $3.25M 0.01% +9,842 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 48,329 $3.17M 0.23% +22,454 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 47,986 $3.15M 0.19% +3,451 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 47,929 $3.15M 0.1% +3,801 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 47,733 $3.14M 0.04% -17,299 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 47,679 $3.13M 1.38% +722 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 47,267 $3.1M 0.49% -861 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 45,467 $3.07M 0.05% +1,321 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 45,542 $2.99M 0.01% +3,316 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 43,707 $2.87M 1.85% +6,633 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 43,625 $2.87M <0.01% -14,789 13F-HR Timeline Group BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 43,139 $2.83M 1.52% -1,079 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 42,344 $2.78M 0.24% +18,489 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 42,319 $2.78M 1.82% +2,072 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 41,496 $2.73M <0.01% +41,438 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 40,942 $2.69M 0.06% +403 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 40,932 $2.69M <0.01% +38,445 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 39,620 $2.6M 1.8% +7,801 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 39,420 $2.59M <0.01% +14,252 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 38,731 $2.54M 0.15% +2,198 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,957 $2.49M 0.01% -15,012 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 37,262 $2.45M 1.7% +415 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 36,180 $2.38M 1.07% -141 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 35,680 $2.34M 1.59% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 35,317 $2.32M 2.19% -672 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 34,901 $2.29M 1.61% +1,108 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 33,768 $2.22M 0.54% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 33,711 $2.21M <0.01% +1,281 13F-HR Timeline Group BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 32,725 $2.15M 1.04% +10,777 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 32,525 $2.14M 0.14% -50 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 32,401 $2.13M 0.62% -740 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,277 $2.12M 0.16% +14,373 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,094 $2.04M <0.01% +22,226 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 30,967 $2.03M 0.06% -385 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 30,000 $1.97M 1.65% -3,000 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 29,691 $1.95M 0.73% -169 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 33,020 $1.94M 0.77% -9,293 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 28,717 $1.93M 1.41% +1,284 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,092 $1.91M 0.06% -775 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 28,836 $1.89M 0.03% +836 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 28,320 $1.86M 0.1% new 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 27,567 $1.81M 0.56% -3,405 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 27,266 $1.79M 0.64% -54 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 26,754 $1.76M 0.17% -7,379 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 26,306 $1.73M 0.05% +3,590 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 25,987 $1.71M 1.16% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 25,885 $1.7M 0.01% +2,600 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 25,719 $1.69M 0.91% -10,118 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 25,485 $1.67M 1.66% -448 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 24,542 $1.61M 1.5% +423 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,654 $1.61M 0.06% +9,159 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,078 $1.52M 0.02% -160 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,958 $1.51M 0.07% -2,248 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 22,725 $1.49M 0.38% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 22,512 $1.48M 0.06% +39 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 22,251 $1.46M <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22,140 $1.45M 0.09% +285 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,130 $1.45M <0.01% +6,135 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 22,021 $1.45M 0.11% -7,801 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 21,827 $1.43M +657 Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,568 $1.39M 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 20,337 $1.34M 0.04% +1,355 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,101 $1.32M 0.02% -56,018 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 19,870 $1.31M 0.17% +2,051 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 19,841 $1.3M 0.47% -46,717 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,481 $1.28M 0.04% +19,438 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 19,190 $1.26M 0.17% +221 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 18,979 $1.25M 0.55% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 18,645 $1.22M 0.6% +1,279 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 18,615 $1.22M 0.23% -68 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,542 $1.22M 0.03% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 17,546 $1.15M 0.02% -13,993 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,387 $1.14M 0.01% +256 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 17,169 $1.13M 0.46% 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,022 $1.12M 1.43% +15 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,721 $1.1M 0.01% +2,702 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,683 $1.1M 0.05% +1,111 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 16,624 $1.09M 0.21% +1,082 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 16,598 $1.09M 0.94% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 16,497 $1.08M 0.04% +504 13F-HR Timeline Group