VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 79,815,583 $4.96B 0.09% +4,437,846 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/ 23,893,750 $1.48B 0.13% +1,428,000 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,314,987 $889M -389,006 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,060,858 $873M 1.17% +7,451,401 13F-HR Timeline Group Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 13,400,600 $838M 3.83% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,255,788 $637M 3.81% +5,460,621 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,900,794 $615M 0.04% +112,654 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,423,392 $399M 1.35% +66,734 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,900,252 $364M 3.06% +271,912 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,263,432 $327M +2,235,157 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,203,234 $323M 0.63% +257,792 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,666,811 $228M 0.05% +31,771 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 3,419,447 $212M 13.2% +31,278 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,199,463 $199M 0.05% -486,580 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,181,255 $198M 0.04% +113,809 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,172,470 $197M 3.73% +87,872 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,115,295 $193M 0.08% +102,577 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,869,030 $178M 0.34% +134,213 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,668,330 $166M 0.06% -4,892 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,608,904 $162M 0.26% -94,857 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,584,658 $161M 0.29% +2,580,273 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,546,403 $158M 0.04% +32,215 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,330,013 $146M 0.08% 0 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,201,364 $137M 2.64% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,961,508 $122M 7.96% -239,513 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,797,532 $112M 6.87% new 13F-HR Timeline First American Financial Corp More: the full row for First American Financial Corp 1,790,405 $111M 41.3% -68,980 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,785,619 $111M 0.15% +82,147 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,665,392 $103M 0.21% +10,722 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,637,126 $102M 0.23% +114,295 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,542,233 $95.8M 2.47% -84,976 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,470,452 $91.3M 4.83% +198,843 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,466,266 $91.1M 0.77% +145,101 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,425,797 $88.5M 0.22% -85,526 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,412,617 $87.8M 5.97% +396,666 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,331,290 $82.7M 10.75% -172,352 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,301,596 $80.8M 0.03% -87,475 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,288,421 $80M 7.34% +120,375 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,285,191 $79.8M 9.41% -12,007 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,271,389 $79M 0.1% new 13F-HR/A Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,244,096 $77.3M 7.12% +19,899 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,214,049 $75.4M -68,726 Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,196,493 $74.3M 4.66% +4,420 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,178,605 $73.2M 0.01% +42,571 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,158,560 $71.9M 0.01% -53,440 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,125,720 $69.9M -83,116 Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,091,092 $68.2M 4.59% +46,748 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,090,016 $66.5M 7.59% -19,764 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,061,035 $65.9M 4.95% -52,770 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,042,544 $64.7M 9.38% +91,681 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 945,885 $58.7M 0.06% +6,874 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 937,055 $58.2M 0.08% +43,733 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 858,852 $53.3M 12.48% +37,836 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 831,083 $51.6M 3.57% +126,396 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 804,337 $49.9M 0.97% +43,812 13F-HR Timeline Corrigan Financial, Inc. 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More: the full row for Gleason Group, Inc. 734,574 $45.6M 8.24% +26,555 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 730,700 $45.4M 8.36% +26,200 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 729,493 $45.3M 2.14% -2,016 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 721,392 $44.8M 0.62% +145,166 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 720,600 $44.7M 16.77% -4,198 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 702,454 $43.6M 17.98% -4,412 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 693,759 $43.1M 1.21% -16,303 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 680,343 $42.2M 0.04% +5,875 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 676,926 $42M 2.74% -15,553 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 659,328 $40.9M 5.89% +2,535 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 654,143 $40.6M 1.63% -256,473 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 644,268 $40M 0.17% +305 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 637,377 $39.6M 9.96% -1,480 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 617,830 $38.4M 2.97% -6,158 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 617,611 $38.4M 7.8% +5,897 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 606,875 $37.7M 0.09% -25,965 13F-HR Timeline Group 25 LLC More: the full row for 25 LLC 604,348 $37.5M 15.53% +25,559 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 601,568 $37.4M <0.01% -43,966 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 594,712 $36.9M 1.13% -13,402 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 591,964 $36.8M 11.01% +5,448 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 580,205 $36M 10.1% -18,388 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 578,467 $35.9M 6.41% +13,777 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 574,899 $35.7M 0.34% +72,221 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 563,664 $35M 6.27% +9,006 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 563,170 $35M 0.12% +1,690 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 550,520 $34.2M 0.8% +15,844 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 528,114 $32.8M 2.51% +57,515 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 527,342 $32.7M 0.94% +209,635 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 521,061 $32.4M 0.2% +10,181 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 519,970 $32.3M 4.51% +36,253 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 509,817 $31.7M 1.66% -28,662 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 503,918 $31.3M 0.03% +3,481 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 501,490 $31.1M 2.56% +18,542 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 497,248 $30.9M 0.75% +1 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 492,379 $30.6M 15.55% +26,779 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 492,273 $30.6M 2.53% -1,893 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 486,101 $30.2M 0.35% 0 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 485,279 $30.1M 2.81% +13,882 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 464,442 $28.8M 0.05% +49,007 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 461,065 $28.6M 5.02% +6,812 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 456,883 $28.4M 0.14% -57,401 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 455,960 $28.3M 0.06% -13,567 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 443,621 $27.5M 1.13% +22,879 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 438,225 $27.2M 4.24% +50,073 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 437,468 $27.2M 1.12% +22,244 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 428,911 $26.6M <0.01% +48,602 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 424,226 $26.3M -12,959 Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 423,683 $26.3M 0.93% +3,158 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 417,277 $25.9M 0.05% -4,932 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 415,254 $25.8M 0.11% +60,565 13F-HR Timeline Group Manuka Financial, LLC More: the full row for Manuka Financial, LLC 404,478 $25.1M 16.27% +42,929 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 402,827 $25M 2.21% -673 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 377,729 $23.5M 1.61% +25,325 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 371,181 $23.1M 3.5% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 356,722 $22.1M 2.63% -56,470 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 352,267 $21.9M 0.26% +53,504 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 341,398 $21.2M 13.67% +18,317 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 328,355 $20.8M 0.12% +27,257 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 333,529 $20.7M 31.18% -46,570 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 330,000 $20.5M 0.1% new 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 328,708 $20.5M 0.63% +164,195 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 329,675 $20.5M 11.56% +11,417 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 325,427 $20.2M 12.51% +44,792 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 314,823 $19.6M 4.71% 0 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 312,837 $19.4M 2.43% -28,178 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 304,894 $18.9M 10.54% +17,198 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 300,343 $18.7M 7.13% +3,988 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 298,654 $18.5M 10.48% +2,560 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 294,434 $18.3M 16.31% +5,232 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 292,783 $18.2M 2.82% -5,017 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 286,326 $17.8M 3.11% -8,656 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 280,412 $17.5M 1.14% +140,874 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 278,962 $17.3M 9.5% +1,733 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 278,390 $17.3M 4.39% +19,019 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 278,175 $17.3M 3.24% -674,485 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 274,772 $17.1M 7.22% +2,154 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 273,585 $17M 0.13% +21,712 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 269,981 $16.8M 0.27% 0 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 268,557 $16.7M 6.64% +2,946 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 266,279 $16.5M 9.8% +508 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 261,868 $16.3M 2.4% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 260,943 $16.2M 0.11% -14,073 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 260,361 $16.2M 0.2% +7,852 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 258,033 $16M 0.73% +33,094 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 257,557 $16M 8.06% -1,791 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 253,370 $15.7M 2.74% +126,689 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 252,600 $15.7M 0.29% +113,128 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 251,892 $15.6M 7.25% -4,470 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 248,477 $15.1M 3.25% -18,365 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 242,157 $15M 15.06% +929 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 241,260 $15M 0.93% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 236,055 $14.7M 0.99% -4,151 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 234,990 $14.6M 6.23% -541 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 234,724 $14.6M 0.04% +50,980 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 227,718 $14.1M 0.15% +60,285 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 224,263 $13.9M 11.17% +6,060 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 223,673 $13.9M 0.4% +1,549 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 223,638 $13.9M 1.08% -69,721 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 217,771 $13.5M 8.38% +4,403 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 213,953 $13.3M 5.25% -17,727 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 211,746 $13.1M 0.97% -5,387 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 210,001 $13M 3.2% +26,267 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 204,005 $12.7M 1.56% -1,778 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 203,088 $12.6M 0.56% +173,158 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 198,016 $12.3M 3.41% +4,554 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 197,149 $12.2M 0.01% 0 13F-HR/A Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 189,720 $11.8M 11.25% +9,277 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 186,993 $11.6M 0.65% +75,754 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 183,394 $11.4M 0.01% +49,710 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 181,317 $11.3M 3.47% +21,557 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 177,746 $11M 0.12% -20,992 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 177,717 $11M 0.13% -8,083 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 175,763 $10.9M 5.43% +11,770 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 175,571 $10.9M 0.09% +147,611 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 174,533 $10.8M 1.16% -4,023 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 172,645 $10.7M 3.39% -1,673 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 170,788 $10.6M 0.26% +7,923 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 168,194 $10.4M 8.46% +109,903 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 174,606 $10.4M 0.36% -4,499 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 166,617 $10.3M 3% +13,431 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 166,491 $10.3M 3.37% +27,435 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 163,194 $10.1M 10.05% +27,719 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 162,695 $10.1M 0.02% -17,675 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 162,589 $10.1M 0.89% -1,756 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 160,172 $9.95M 0.12% -230 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 157,874 $9.8M 0.13% -2,001 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 157,672 $9.79M 0.06% -819 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 152,070 $9.51M 0.01% +34,244 13F-HR/A Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 152,457 $9.47M 4.94% +17,327 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 151,539 $9.41M 17.82% +1,221 13F-HR Timeline Schulz Wealth, LTD. 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More: the full row for New Covenant Trust Company, N.A. 141,310 $8.83M 9.33% -960 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 141,551 $8.79M 4.31% +12,038 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 141,346 $8.78M 4.66% +8,726 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 141,172 $8.77M 7.69% +2,436 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 140,722 $8.74M 0.5% -68,736 13F-HR Timeline