Apella Capital, LLC More: the full row for Apella Capital, LLC 1,348,633 $71.9M 1.95% +411,664 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,266,696 $67.6M 7.47% +31,320 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 912,547 $48.7M 6.34% +2,459 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 850,209 $45.4M 4.39% +19,061 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 577,940 $30.8M 8.95% -13,279 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 577,833 $30.8M 11.91% +27,383 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 473,893 $25.3M 4.13% +76,057 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 406,391 $21.7M 0.03% -13,169 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 383,299 $20.5M 8.68% +2,139 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 378,980 $20.2M 0.29% +192,758 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 305,510 $16.3M 3.39% +3,663 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 280,704 $15M 0.04% +22,260 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 245,374 $13.1M 0.07% +46,965 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 237,755 $12.7M +34,003 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 237,003 $12.6M 0.49% -64,972 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 227,258 $12.1M 8.25% new 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 210,523 $11.2M 8.99% -1,003 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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Prosperity Capital Advisors 160,073 $8.54M 0.56% +4,090 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 149,128 $7.96M 3.5% -41,332 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/ 144,050 $7.69M <0.01% -6,417 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 124,791 $6.66M 0.07% +19,681 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 123,756 $6.6M 0.01% +653 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 105,896 $5.65M 0.67% +88 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 94,561 $5.05M 3.28% +4,989 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 86,368 $4.61M 2.02% +3,415 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 83,641 $4.46M +70,057 Timeline Betterment LLC More: the full row for Betterment LLC 79,983 $4.27M 0.01% +4,268 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 71,800 $3.83M 1.31% 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 69,821 $3.73M 2.68% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 69,088 $3.69M 0.03% +10,350 13F-HR/A Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 68,699 $3.67M 2.51% -1,282 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 64,936 $3.46M 2.2% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 53,993 $2.88M <0.01% -1,381 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 44,936 $2.4M 0.11% new 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 44,096 $2.35M 1.35% +2,445 13F-HR/A Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 40,358 $2.15M 1% +6,678 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,110 $2.03M <0.01% +18,358 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,050 $1.98M 0.04% +9,325 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 36,079 $1.93M 1.71% -7,253 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 34,875 $1.86M 0.15% +29,251 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,509 $1.68M <0.01% +12,395 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 31,440 $1.68M <0.01% +17,946 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 29,464 $1.57M 0.22% +26,226 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 28,773 $1.54M 0.07% +2,510 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 27,809 $1.48M 0.06% +1,762 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 25,795 $1.38M <0.01% new 13F-HR/A Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 23,434 $1.25M 0.86% +3,547 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 23,269 $1.24M 1.13% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 22,020 $1.17M 0.1% +1,738 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 21,439 $1.14M 0.58% -14 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 19,835 $1.06M 0.56% +15,192 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 19,010 $1.01M 0.68% -22,115 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,628 $941K 0.32% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,217 $865K 0.02% +998 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,716 $732K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,863 $686K 0.02% +92 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,631 $674K <0.01% +7,655 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 11,713 $625K 0.16% -184 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,584 $618K 0.02% -7,713 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 11,363 $606K 0.25% -1,184 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 10,968 $585K 0.07% +4,942 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,991 $533K 0.13% +4,709 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,997 $533K 0.2% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 9,420 $503K 0.3% +6,980 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,887 $474K <0.01% -52,981 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,763 $468K 0.11% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,624 $460K 0.09% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,916 $422K <0.01% +1,244 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 7,300 $390K 0.11% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 6,971 $373K 0.17% -1,842 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,809 $310K 0.21% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,586 $298K 0.11% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,498 $293K <0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,294 $282K 0.02% +190 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,901 $262K 0.12% 0 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 4,758 $254K <0.01% -74 13F-HR Timeline Group GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,551 $243K 0.12% +194 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,468 $238K 0.01% -6,067 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,347 $232K 0.02% +75 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,296 $229K 0.06% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,105 $219K 0.05% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,853 $206K 0.14% -8,411 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,656 $195K <0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,803 $150K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,417 $129K <0.01% 0 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,710 $91.2K 0.05% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,587 $84.7K 0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 325 $17.3K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 175 $9.34K <0.01% -222 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 129 $6.88K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 85 $4.54K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 35 $1.87K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15 $800 <0.01% 0 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.