VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 84,450,019 $6.2B +2,779,506 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,473,059 $1.43B 0.11% +2,841,876 13F-HR/A Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 15,072,244 $1.1B +15,067,142 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,695,968 $1.01B -361,477 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,842,728 $870M 0.05% +485,188 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,032,156 $810M 4.24% +593,518 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,209,032 $527M 3.58% +790,874 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,534,152 $480M 0.56% -42,920 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,381,611 $469M 1.29% -27,926 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,618,953 $413M 0.48% +5,286,387 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,590,518 $337M -795,993 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,585,960 $337M 0.08% +564,715 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 4,131,963 $304M 14.14% -17,853 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,023,281 $296M 0.09% +615,405 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,841,808 $282M 0.05% -198,617 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,815,257 $280M 0.05% +95,871 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,280,962 $241M 0.27% +1,432,968 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,224,821 $237M 3.74% +12,790 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,094,210 $230M 0.35% +20,540 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,774,990 $204M 0.07% +58,241 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,730,300 $201M 0.04% +116,432 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,344,159 $172M 0.08% +14,146 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,086,750 $153M 8.58% +163,824 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,098,997 $152M 0.21% +349,316 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 1,740,574 $128M 5.19% +177,981 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,718,255 $127M +246,011 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,720,748 $126M 6.64% +9,829 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,713,511 $126M 2.4% -1,535,065 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,682,824 $124M 0.13% +100,490 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,643,671 $121M 6.81% +73,993 13F-HR Timeline First American Financial Corp More: the full row for First American Financial Corp 1,614,320 $119M 38.87% -176,085 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,606,848 $118M 0.5% +142,855 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,584,181 $116M 0.19% -12,643 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,564,991 $115M 9.02% +171,114 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,450,630 $107M 3.04% +19,637 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,380,583 $101M 0.21% +11,327 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,292,993 $95M 0.03% +998 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,285,939 $94.5M 0.01% -4,265,227 13F-HR/A Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,242,772 $91.3M 9.3% +44,194 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,216,673 $89.4M 11.14% +96,165 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,216,619 $89.4M 8.98% +97,690 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,181,872 $86.8M 10.87% -70,558 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,146,203 $84.2M 4.56% +34 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,117,073 $82.1M 0.16% +509,867 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,111,887 $81.3M 4.82% +10,510 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,049,453 $77.1M 7.41% -26,772 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 970,065 $71.3M -27,474 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 965,564 $70.9M 0.06% +29,917 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 944,243 $69.4M 4% +26,671 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 925,561 $68M 9.22% +189,064 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 921,878 $67.7M 0.09% -67,822 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 917,596 $67.4M 0.2% +68,832 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 869,407 $63.9M 1.14% +26,642 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 812,159 $59.7M 12.96% -709 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 804,960 $59.1M 0.01% -969 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 791,412 $58.1M 0.35% -10,972 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 814,162 $58.1M 1.43% 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 776,939 $57.1M 18.6% +33,573 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 775,547 $57M 0.36% +14,057 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 747,248 $54.9M 1.34% +34,326 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 740,093 $54.4M 0.49% -7,008 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 734,100 $53.9M 0.14% +186,542 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 732,827 $53.8M 17.35% -1,750 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 729,446 $53.6M 0.43% +13,232 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 724,048 $53.2M 2.16% -4,287 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 712,897 $52.4M 0.04% +37,483 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 700,517 $51.5M 0.25% +150,280 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 693,725 $51M 9.9% +56,348 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 686,983 $50.5M 6.52% +7,337 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 686,324 $50.4M 0.37% +44,293 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 675,100 $49.6M 0.08% -11,643,831 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 650,241 $47.8M 2.69% +9,752 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 644,491 $47.3M 0.18% -3,054 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 639,617 $47M 7.95% +25,947 13F-HR Timeline 25 LLC More: the full row for 25 LLC 632,978 $46.5M 15.83% +10,138 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 604,825 $44.4M 0.03% +44,251 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 599,979 $44.1M 11.65% +6,743 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 590,218 $43.4M 1.58% -19,547 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 588,106 $43.2M 0.48% +101,417 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 584,887 $43M 2.83% -9,181 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 583,680 $42.9M 0.86% +8,533 13F-HR/A Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 578,112 $42.5M 6.47% +13,872 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 565,628 $41.6M 5.05% +54,771 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 553,423 $40.7M 6.06% +1,176 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 531,148 $39M <0.01% +66,147 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 529,679 $38.9M 0.8% +17,901 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 528,100 $38.8M +92,707 Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 517,325 $38M 3.26% +36,635 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 515,084 $37.8M 3.38% +23,550 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 512,465 $37.6M 0.05% +32,879 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 512,200 $37.6M 8.5% -102,800 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 505,153 $37.1M 4.41% -27,604 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 503,966 $37M 2.68% +1,031 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 498,906 $36.6M 16.81% -4,010 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 486,702 $35.8M <0.01% -40,539 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 475,829 $35M 0.42% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 473,930 $34.8M 2.66% +4,229 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 469,621 $34.5M 0.99% -9,579 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 469,035 $34.5M 0.06% +54,230 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 455,800 $33.5M 1.19% +5,115 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 455,731 $33.5M 4.62% -823 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 452,058 $33.2M 1.47% -12,980 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 446,801 $32.8M 0.13% -21,845 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 441,246 $32.4M 7.88% +2,373 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 439,000 $32.2M 9.54% +29,500 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 434,584 $31.9M 1.15% +46,510 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 421,426 $31M 1.02% -4,088 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 394,726 $29M 0.04% +19,800 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 394,612 $29M 2.13% -6,459 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 394,007 $28.9M 0.07% +97,098 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 387,311 $28.5M 0.13% +11,024 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 381,547 $28M 0.12% +23,354 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 365,348 $26.8M 12.98% +14,790 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 355,311 $26.1M 0.05% +74,663 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 355,014 $26.1M 0.01% +174,628 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 353,946 $26M 24.43% +12,719 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 351,262 $25.8M 1.62% -20,623 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 348,772 $25.6M 13.15% -309,816 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 346,000 $25.4M 0.19% -314,000 13F-HR Timeline Group Aperture Investors, LLC More: the full row for Aperture Investors, LLC 339,093 $24.9M 3.46% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 338,843 $24.9M 2.51% -14,605 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 334,556 $24.6M 11.61% +19,846 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 336,260 $24.6M 15.27% -79,619 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 319,902 $23.5M 2.75% +286,518 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 315,641 $23.2M 0.27% +27,333 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 314,823 $23.1M 5.19% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 312,077 $22.9M 0.14% +17,839 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 310,736 $22.8M 4.71% +488 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 306,694 $22.5M 10.27% -1,415 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 305,720 $22.5M 16.77% -7,393 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 303,613 $22.3M 6.29% +2,983 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 299,285 $22M 1.32% -74,925 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 296,865 $21.8M 4.11% +13,469 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 296,065 $21.7M 4.58% +10,550 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 293,851 $21.6M 0.22% +15,330 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 293,049 $21.5M 3.15% +6,998 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 281,057 $20.6M 2.68% +276 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 281,712 $20.5M 0.01% +88,951 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 279,263 $20.4M 14% +93,588 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 276,985 $20.3M 4.03% +41,359 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 274,443 $20.2M 9.28% +2,354 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 273,762 $20.1M 6.71% +5,691 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 271,724 $20M 0.37% 0 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 261,594 $19.2M 0.03% +29,709 13F-HR Timeline Group Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 258,424 $19M 6.2% +109,983 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 257,340 $18.9M 0.21% -7,316 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 251,997 $18.5M 0.01% +2,469 13F-HR Timeline Group Drystone LLC More: the full row for Drystone LLC 249,239 $18.3M 16.48% -1,431 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 249,090 $18.3M 0.64% +28,905 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 248,898 $18.3M 0.1% -5,281 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 246,883 $18.1M 0.41% -16,563 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 238,795 $17.5M 0.15% +58,536 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 238,393 $17.5M 6.46% -709 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 237,755 $17.5M 0.25% +230,086 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 236,112 $17.3M 5.45% +9,003 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 234,927 $17.3M 0.95% +1,639 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 228,642 $16.8M 1.8% -15,653 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 224,010 $16.5M 0.1% +170,264 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 223,662 $16.4M 3.62% +15,899 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 222,210 $16.4M 11.64% +1,109 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 222,102 $16.3M 0.71% +163,560 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 221,620 $16.3M 0.79% -21,348 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 219,096 $16.1M 0.66% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 217,158 $16M 0.91% +1,859 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 216,357 $15.9M 5.72% -4,454 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 214,971 $15.8M 4.52% +22 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 213,569 $15.7M 7.23% +15,829 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 211,552 $15.4M 3.46% -2,580 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 207,001 $15.2M 0.16% +46,035 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 201,749 $14.8M 0.13% +288 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 199,855 $14.7M 11.94% +7,563 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 198,951 $14.6M 2.04% 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 198,754 $14.6M 8.03% +117,227 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 198,326 $14.6M 1.02% +18,124 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 192,846 $14.3M 0.32% +21,834 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 192,519 $14.1M 5.43% +10,768 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 191,407 $14.1M 0.96% +486 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 188,501 $13.8M 3.84% +10,369 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 187,068 $13.7M 0.06% +608 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 184,419 $13.5M 3.24% +9,944 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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