Unison Advisors LLC More: the full row for Unison Advisors LLC 1,271,042 $35.6M 3.98% +7,695 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 449,820 $12.6M 0.18% +232,759 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 345,990 $9.69M 0.1% -37,075 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 287,928 $8.06M 0.19% -4,335 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 267,984 $7.6M 2% +7,494 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 235,741 $6.6M 0.78% +7,748 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 162,462 $4.55M 2.19% +8,470 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 162,045 $4.54M 1.32% +4,438 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 154,701 $4.33M 0.02% -7,829 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 150,436 $4.21M 0.54% -17,147 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 136,103 $3.94M 0.11% +1,526 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 139,655 $3.91M <0.01% +8,032 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 125,465 $3.51M 0.01% +34,280 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 107,979 $3.02M 0.02% -11,082 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 104,017 $2.91M 0.16% +96 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 95,802 $2.68M 0.97% +7,354 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 86,939 $2.43M 1.28% +1,376 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 78,388 $2.19M 0.02% -8,534 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 71,637 $2.01M 1.15% +25,218 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 68,955 $1.93M 0.02% +29,907 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 68,211 $1.91M 0.01% -8,113 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 67,519 $1.89M <0.01% -24,366 13F-HR/A Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 59,352 $1.66M 0.42% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 58,521 $1.64M <0.01% -10,448 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 57,886 $1.62M 0.75% -480 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 57,800 $1.62M 0.71% -11,758 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 56,467 $1.58M 0.65% +3,085 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 53,737 $1.5M <0.01% -2,261 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 51,705 $1.45M 0.56% -5,663 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/ 49,972 $1.4M <0.01% +4,023 13F-HR Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 49,520 $1.39M 0.64% +8,458 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 48,234 $1.35M 0.01% +39,457 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,620 $1.19M 0.01% +2,203 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 41,775 $1.17M 0.11% -1,892 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 40,815 $1.14M 0.07% +213 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,060 $1.12M <0.01% -81,022 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 33,892 $949K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 33,252 $931K <0.01% +951 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,572 $884K 0.01% +232 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,428 $852K <0.01% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 30,171 $843K 0.14% new 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 29,651 $830K 0.39% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 29,144 $816K 0.58% -14,011 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,989 $672K 0.02% +3,577 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 19,853 $556K 0.33% +5,262 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 19,399 $556K 0.36% +196 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 19,794 $554K 0.51% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,804 $471K <0.01% +1,827 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 15,385 $431K 0.29% -346 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14,634 $410K 0.16% -2,982 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 14,178 $397K 0.03% +1,837 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 13,995 $392K 0.19% -5,177 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 13,459 $377K 0.1% +2,482 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 13,387 $375K 0.16% -575 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,246 $371K <0.01% +276 13F-HR Timeline Group Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 12,313 $345K 0.28% +70 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 11,728 $340K 0.23% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 11,273 $316K 0.12% +1,938 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,272 $316K 0.02% +767 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 11,073 $310K 0.12% +1,289 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 10,963 $307K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,873 $304K 0.02% -180 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 10,471 $294K 0.19% +3 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,621 $248K 0.1% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,792 $246K <0.01% +1,792 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,579 $240K 0.11% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,386 $238K 0.01% -160 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 7,909 $221K 0.08% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,387 $207K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,359 $206K 0.02% +1,433 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,292 $176K <0.01% -203 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,402 $95K <0.01% +1,450 13F-HR/A Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,356 $94K 0.07% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,051 $85.4K 0.01% new 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,751 $77K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,176 $60.9K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,680 $47K <0.01% -97 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,040 $29K <0.01% new 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 915 $25.6K 0.02% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 874 $24.5K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 815 $22.8K <0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 795 $22.3K <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 634 $17.8K 0.01% -1,138 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $11.2K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 120 $3.36K <0.01% -8 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 86 $2.41K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 76 $2.13K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32 $914 <0.01% -39 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6 $170 <0.01% new 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.