Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,598,015 $82.9M 5.57% +41,786 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,303,809 $41.6M 0.81% +56,010 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,284,433 $40.6M 0.03% +70,176 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 938,826 $29.9M 0.03% -3,838 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 902,519 $28.8M 0.01% +25,431 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 837,987 $26.7M <0.01% -9,241 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 739,518 $23.6M 7.21% -7,467 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 711,552 $22.7M 7.71% +22,941 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 669,244 $21.3M 3.27% +14,444 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 595,885 $19M 0.16% +47,479 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 572,944 $18.3M 0.6% +33,449 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 531,974 $17M 0.96% +55,129 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 525,657 $16.8M 0.04% +51,354 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 496,696 $15.8M 5.1% -14,276 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 480,936 $15.3M 4.05% -56,911 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 478,568 $15.3M 7.59% +8,552 13F-HR Timeline Index Fund Advisors, Inc. 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More: the full row for Baird Financial Group, Inc. 48,638 $1.55M <0.01% +19,958 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47,204 $1.51M 0.05% +442 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 45,710 $1.46M 0.03% -6,644 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 45,265 $1.44M 0.56% -1,579 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 45,420 $1.44M <0.01% +3,024 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 44,775 $1.43M 0.89% +601 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 44,618 $1.42M 1.16% -22,557 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 42,586 $1.41M +13,556 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 41,044 $1.31M <0.01% -3,580 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 39,760 $1.27M 0.57% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 39,563 $1.26M 0.15% -1,081 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 37,055 $1.18M 0.87% +17,940 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 36,409 $1.16M 0.01% +2,687 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 34,998 $1.12M 0.73% +1,351 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 34,685 $1.11M 0.11% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 34,350 $1.1M 0.04% -84,608 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 33,684 $1.07M 0.44% +1,056 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 32,280 $1.03M 0.04% +6,262 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 32,210 $1.03M 0.01% +1 13F-HR Timeline Group Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 32,084 $1.02M 0.44% +167 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 31,322 $999K 0.17% +3,248 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 30,507 $973K <0.01% +1,428 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,464 $971K <0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,177 $962K <0.01% new 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 29,963 $956K 0.37% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 29,963 $956K 0.37% -5,981 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 28,228 $900K 0.56% +119 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 27,946 $891K 0.01% new 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 27,738 $885K 0.05% +107 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 27,094 $864K 0.02% +102 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,891 $858K <0.01% +3,961 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 22,676 $723K 0.13% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,719 $693K 0.04% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 21,471 $685K 0.08% +11,854 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 21,365 $681K 0.13% -10,656 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 20,419 $651K 0.24% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,335 $648K 0.04% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 20,231 $645K 0.34% +19 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 19,361 $617K 0.17% +941 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19,089 $609K <0.01% +1,440 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 18,999 $606K 0.06% +186 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 18,447 $588K 0.23% +53 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 18,397 $587K 0.48% -221 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17,995 $574K 0.07% -156 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 17,985 $574K 0.23% new 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 17,729 $565K 0.42% +1,826 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 17,336 $553K 0.25% +1,923 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,617 $551K 0.33% +110 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 16,303 $520K 0.16% +5,842 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 15,724 $501K 0.17% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,126 $482K 0.15% +4,861 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,550 $464K 0.18% +600 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 13,829 $441K 0.05% new 13F-HR Timeline Group SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 13,697 $437K 0.32% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 13,440 $429K 0.37% +4,060 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 13,330 $425K 0.27% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 13,326 $425K 0.03% +84 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,462 $397K 0.02% +1,794 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,458 $397K 0.16% -244 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,271 $391K 0.06% -36 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,991 $382K 0.1% +94 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,492 $366K 0.01% +1,660 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 10,979 $350K 0.08% -85 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 10,652 $345K 0.22% -420 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 10,781 $344K 0.15% -1,201 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10,328 $329K 0.19% -126 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,261 $327K 0.04% +471 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,151 $324K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,009 $319K <0.01% new 13F-HR Timeline Group Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 9,853 $314K 0.21% +120 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 9,818 $313K 0.03% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 9,687 $291K 0.1% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 9,070 $289K 0.05% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,857 $282K <0.01% +400 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,661 $276K 0.19% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 8,555 $273K 0.03% +1,042 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,507 $271K <0.01% +623 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,142 $260K <0.01% +818 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,983 $255K 0.01% -58 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. 7,931 $253K 0.01% +975 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,839 $250K 0.01% new 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 7,778 $248K 0.07% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,766 $248K <0.01% +359 13F-HR/A Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7,560 $241K 0.13% +83 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,353 $235K 0.02% -43 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,967 $222K 0.13% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,500 $207K 0.14% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,422 $205K 0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,395 $204K 0.01% +861 13F-HR Timeline MOTCO More: the full row for MOTCO 6,146 $196K 0.02% -326 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,478 $175K 0.06% +28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,960 $158K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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