Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,652,610 $89.5M 5.88% +54,595 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,622,858 $54.8M 0.03% +338,425 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,341,125 $45.2M 0.83% +37,316 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 939,619 $31.7M 0.01% +37,100 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 932,682 $31.5M 0.03% -6,144 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 831,372 $28.1M <0.01% -6,615 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 730,900 $24.7M 7.88% +19,348 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 704,601 $23.8M 6.97% -34,917 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 674,897 $22.8M 0.72% +101,953 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 674,705 $22.8M 3.36% +5,461 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 606,046 $20.4M 0.14% +10,161 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 551,175 $18.6M 1% +19,201 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 550,474 $18.6M 0.04% +24,817 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 549,309 $18.5M 15.34% 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 482,981 $16.3M 7.59% +4,413 13F-HR Timeline Index Fund Advisors, Inc. 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More: the full row for Timonier Family Office, LTD. 150,467 $5.08M 1.61% +1,555 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 150,161 $5.07M 0.71% +2,580 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 151,543 $5.07M 2.57% +24,394 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 144,242 $4.87M <0.01% -4,937 13F-HR Timeline Group Financially in Tune, LLC More: the full row for Financially in Tune, LLC 134,302 $4.53M 4.23% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 133,218 $4.49M 1.52% +720 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 131,814 $4.45M 0.64% +11,671 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 130,532 $4.4M <0.01% +14,407 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 122,072 $4.12M 0.19% +22,833 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 117,736 $3.97M 3.43% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 117,433 $3.96M 0.04% +35,516 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for LAM GROUP, INC. 82,235 $2.77M 1.59% -1,025 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 79,793 $2.69M 2.24% +6,393 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 74,370 $2.51M 0.52% -6,648 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 73,458 $2.48M 0.01% -9,412 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 73,170 $2.47M 0.18% -2,735 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 69,375 $2.34M 0.29% +9,206 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 68,591 $2.31M 0.27% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Baird Financial Group, Inc. 56,962 $1.92M <0.01% +8,324 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 56,097 $1.89M 0.44% -2,255 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 53,408 $1.8M 0.66% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 51,042 $1.72M 0.14% -51 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 50,695 $1.71M 0.66% -878 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 49,246 $1.66M 0.45% -1,219 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 48,775 $1.65M 0.59% +3,510 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 48,723 $1.64M 0.06% +1,519 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 45,346 $1.53M 0.01% -4,597 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 44,739 $1.51M 0.86% -36 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 44,270 $1.49M 1.25% -348 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,798 $1.48M 0.03% -1,912 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 43,480 $1.47M +894 Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 42,943 $1.45M 0.27% 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 40,075 $1.35M 0.26% -8,689 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 39,911 $1.35M <0.01% -1,133 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 39,760 $1.34M 0.6% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 39,614 $1.34M 0.37% +23,311 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 39,563 $1.33M 0.14% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 39,542 $1.33M 1.06% +2,487 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 38,410 $1.3M 0.51% +4,726 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 38,260 $1.29M 0.81% +3,262 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 37,992 $1.28M 0.01% +1,583 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 37,229 $1.26M <0.01% +6,722 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 35,049 $1.18M 0.26% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 34,685 $1.17M 0.11% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,399 $1.13M 0.04% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 33,055 $1.12M 0.42% +15,070 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 32,840 $1.11M 0.18% +1,518 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32,097 $1.08M <0.01% +1,633 13F-HR Timeline Group Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 31,736 $1.07M 0.94% 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 31,592 $1.07M 0.44% -492 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 31,070 $1.05M 0.01% +3,124 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 30,778 $1.04M 0.06% +3,040 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,654 $1.03M <0.01% +3,763 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 30,460 $1.03M 0.04% -1,820 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 29,851 $1.01M 0.01% -2,359 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 28,807 $972K 0.59% +579 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 28,011 $945K 0.02% +917 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 25,448 $859K 0.26% +10,322 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 25,151 $849K 0.31% -4,812 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 22,676 $765K 0.13% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,719 $733K 0.04% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 21,493 $725K 0.19% +2,132 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 21,371 $721K 0.13% +6 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 21,093 $712K 0.83% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,335 $686K 0.04% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 20,144 $680K 0.34% -87 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 18,470 $623K 0.24% +23 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 18,082 $610K 0.47% +353 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 18,072 $610K 0.05% -927 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17,641 $595K 0.07% -354 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 17,336 $585K 0.26% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 17,024 $574K 0.36% +3,694 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 16,829 $568K 0.56% 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,823 $568K 0.33% +206 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,733 $565K <0.01% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,631 $561K <0.01% -2,458 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 15,837 $534K 0.19% +113 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 15,650 $528K 0.2% +1,100 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 14,844 $501K 0.57% 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 13,697 $462K 0.32% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 13,430 $453K 0.39% -10 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 13,410 $452K 0.03% +84 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,823 $433K <0.01% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,678 $428K 0.09% +687 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 12,428 $419K 0.36% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,358 $417K 0.02% -104 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,166 $410K 0.15% -292 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,163 $410K 0.06% -108 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,972 $404K 0.01% +480 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,852 $400K 0.08% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 11,843 $400K 0.34% 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 11,168 $377K 0.39% 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 10,043 $377K 0.23% -609 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,961 $370K 0.01% new 13F-HR/A Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10,910 $368K 0.2% +582 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,823 $365K 0.03% +562 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,393 $351K <0.01% +1,536 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 10,033 $339K 0.17% 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 9,911 $334K 0.2% +58 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 9,818 $331K 0.02% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 9,590 $324K 0.14% -1,191 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,459 $319K 0.04% +904 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,260 $312K <0.01% -891 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,159 $309K 0.09% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. 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