Unison Advisors LLC More: the full row for Unison Advisors LLC 1,263,347 $31.9M 4.05% +48,921 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 383,065 $9.66M 0.11% -96,347 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 292,263 $7.37M 0.2% +59,734 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 260,490 $6.57M 1.96% +60,023 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 227,993 $5.75M 0.72% +2,553 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 217,061 $5.47M 0.14% +22,825 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 167,583 $4.23M 0.61% -66,840 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 162,530 $4.1M 0.02% -10,165 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 157,607 $3.97M 1.24% +27,929 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 153,992 $3.88M 2.02% -2,284 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 134,577 $3.47M 0.12% +4,023 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 131,623 $3.32M <0.01% +5,203 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 121,082 $3.05M <0.01% +3,585 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 119,061 $3M 0.02% +256 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 103,921 $2.62M 0.1% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 91,885 $2.32M 0.01% +39,742 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 91,185 $2.3M <0.01% -33,745 13F-HR/A Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 88,448 $2.23M 0.98% +1,929 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 86,922 $2.19M 0.02% -5,374 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 85,563 $2.16M 1.37% +4,833 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 76,324 $1.92M 0.02% -5,641 13F-HR/A Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 69,558 $1.75M 0.86% +886 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 68,969 $1.74M <0.01% +15,539 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 58,366 $1.47M 0.89% +3,830 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 57,368 $1.45M 0.64% -1,550 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 55,998 $1.41M <0.01% +7,936 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 53,382 $1.35M 0.52% +2,834 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 46,419 $1.17M 0.84% +6,844 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 45,949 $1.16M <0.01% -6,744 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 43,667 $1.1M 0.11% +8,150 13F-HR/A Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 43,155 $1.09M 0.75% +6,518 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 41,062 $1.04M 0.55% +2,432 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 40,602 $1.02M 0.07% +208 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 40,417 $1.02M 0.01% +15,929 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 39,048 $985K 0.01% +21,420 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,722 $926K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 33,892 $855K 0.02% +370 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 32,301 $815K <0.01% +420 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,340 $790K 0.01% +34 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,428 $767K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,412 $515K 0.01% +2,486 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 19,172 $484K 0.26% -101 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 19,203 $464K 0.39% +1,503 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 17,616 $436K 0.14% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,059 $405K <0.01% new 13F-HR/A Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 15,731 $397K 0.29% +4,118 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 14,977 $378K <0.01% +2,245 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 14,591 $368K 0.25% +177 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 13,962 $352K 0.17% -44 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,970 $327K <0.01% +1,282 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 12,341 $311K 0.03% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 12,243 $309K 0.28% +10 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,053 $279K 0.02% -1,300 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 10,977 $277K 0.08% new 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 10,468 $266K 0.19% +1 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,505 $265K 0.02% -300 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,784 $247K 0.1% +581 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 9,335 $235K 0.1% +7,266 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,838 $223K 0.01% +1,450 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,777 $221K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 8,777 $221K <0.01% new 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,546 $216K 0.01% -69 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,000 $177K <0.01% -9,300 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,495 $164K <0.01% +1,069 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,926 $149K 0.01% +3,017 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,356 $84.6K 0.07% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,751 $69.4K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,952 $49K <0.01% -648 13F-HR/A Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,772 $44.7K 0.03% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,777 $44.6K <0.01% +1 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 915 $23.1K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 815 $20.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $10.1K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 128 $3.23K <0.01% -3 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 107 $2.7K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 76 $1.88K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 71 $1.8K <0.01% +7 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.