Apella Capital, LLC More: the full row for Apella Capital, LLC 1,670,184 $91.2M 2.03% +321,551 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,314,052 $70.9M 7.44% +47,356 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 935,133 $50.5M 6.15% +22,586 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 864,754 $46.7M 0.28% new 13F-HR/A Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 601,616 $32.5M 11.43% +23,783 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 583,311 $31.5M 8.56% +5,371 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 552,597 $29.8M 4.74% +78,704 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 543,500 $29.3M 8.07% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 425,841 $23M 0.03% +19,450 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 389,681 $21M 8.92% +6,382 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 313,725 $16.9M 3.38% +8,215 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 291,082 $15.7M +53,327 Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 290,606 $15.7M 5.3% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 279,149 $15.1M 0.03% -1,555 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 267,321 $14.4M 0.53% +30,318 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 261,830 $14.1M 2.84% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 242,461 $13.1M 0.06% -2,913 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 233,921 $12.6M 8.16% +6,663 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 223,036 $12M 8.85% +12,513 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 216,185 $11.7M 0.55% +20,481 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 215,588 $11.6M 0.22% -163,392 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 188,878 $10.2M 4.18% +10,751 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 188,032 $10.1M 5.67% -4,888 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 182,305 $9.84M 2.66% +19,463 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 177,840 $9.6M 6.24% +17,214 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/ 175,272 $9.46M <0.01% +31,222 13F-HR/A Timeline Group Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 172,547 $9.31M 5.13% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 168,062 $9.07M 3.68% +18,934 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 166,900 $9.01M 0.52% +6,827 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 155,574 $8.39M 0.35% +110,638 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 154,349 $8.33M 0.01% -19,909 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 149,683 $8.08M 0.01% +25,927 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 140,064 $7.56M 1.21% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 140,064 $7.56M 1.21% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 134,450 $7.25M +50,809 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 127,546 $6.88M 0.07% +2,755 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 104,714 $5.6M 0.64% -1,182 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 101,049 $5.45M 3.21% +6,488 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 90,717 $4.89M 0.04% new 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 90,051 $4.86M 1.88% +3,683 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 88,114 $4.75M 0.01% +8,131 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 85,891 $4.63M 1.4% +14,091 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 84,435 $4.56M 2.78% +19,499 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 79,196 $4.27M 2.82% +9,375 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 79,116 $4.27M 0.25% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 75,908 $4.1M 2.69% +7,209 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 72,128 $3.89M 0.03% +3,040 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 65,890 $3.56M 1.42% +21,794 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 62,163 $3.35M 1.44% +21,805 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 52,291 $2.82M 0.24% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 52,082 $2.81M 0.11% +23,309 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,553 $2.67M <0.01% -4,440 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 49,429 $2.67M <0.01% +11,319 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 47,836 $2.58M 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 43,496 $2.35M 0.04% +6,446 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 42,085 $2.27M 0.17% +7,210 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 38,769 $2.09M 1.7% +2,690 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 38,212 $2.06M 0.08% +10,403 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 36,791 $1.99M 1.62% +13,522 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 36,497 $1.97M <0.01% +4,988 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 35,798 $1.93M <0.01% +4,358 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 33,812 $1.82M 1.21% +24,392 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 30,009 $1.62M 0.78% +10,174 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 25,508 $1.38M 0.82% +2,074 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,344 $1.31M <0.01% +15,457 13F-HR Timeline Group Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 22,774 $1.23M 0.59% +1,335 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 22,674 $1.22M 0.08% +654 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 22,652 $1.22M 0.02% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 21,939 $1.18M 0.26% +11,948 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,734 $1.01M 0.02% +2,517 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 17,920 $967K 0.6% -1,090 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 17,758 $958K 0.11% +6,790 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,628 $951K 0.28% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,211 $821K <0.01% +2,580 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,960 $807K 0.07% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 14,764 $797K 0.17% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 11,908 $646K 0.01% +7,150 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,051 $596K 0.02% -2,665 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 10,689 $577K 0.14% -1,024 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 10,044 $542K 0.14% +5,748 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,992 $539K 0.19% -5 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,608 $518K 0.11% +845 13F-HR/A Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,392 $507K 0.2% -1,971 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,320 $503K <0.01% +1,404 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,883 $479K 0.08% +259 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,662 $467K <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 8,611 $465K <0.01% +8,436 13F-HR Timeline Group Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 8,200 $442K 0.19% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,030 $433K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,726 $417K 0.01% -5,137 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,700 $415K 0.01% -3,884 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,606 $410K 0.01% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 7,300 $394K 0.1% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,032 $379K <0.01% +1,534 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,851 $316K 0.04% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,809 $313K 0.2% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,625 $304K 0.1% +39 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,330 $288K 0.02% +36 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,819 $260K 0.02% +472 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,554 $246K 0.01% new 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,551 $246K 0.12% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,105 $222K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,069 $220K 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,929 $212K <0.01% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,863 $208K 0.08% -1,038 13F-HR/A Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,961 $160K 0.1% -892 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,417 $130K <0.01% 0 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,710 $92.3K 0.05% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,587 $85.7K 0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,162 $62.7K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 522 $28.2K <0.01% new 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 325 $17.5K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 294 $15.9K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 238 $12.8K 0.01% +203 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 140 $7.56K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 85 $4.59K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 73 $3K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38 $2.05K <0.01% new 13F-HR Timeline Group