Apella Capital, LLC More: the full row for Apella Capital, LLC 1,935,630 $102M 2.01% +265,446 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,475,798 $77.7M 7.93% +161,746 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 974,270 $51.3M 6.1% +39,137 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 694,290 $36.5M 0.21% -170,464 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 657,637 $34.6M 10.58% +56,021 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 651,724 $34.3M 5.33% +99,127 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 635,207 $33.4M 24.18% new 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 630,878 $33.2M 8.59% +47,567 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 584,494 $30.8M 8.22% +40,994 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 452,509 $23.8M 0.03% +26,668 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 416,981 $21.9M 9.01% +27,300 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 390,548 $20.6M 6.52% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 367,041 $19.3M 2.49% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 349,900 $18.4M 3.55% +36,175 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 341,548 $18M +50,466 Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 331,640 $17.5M 5.26% +41,034 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 299,794 $15.8M 0.07% +57,333 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 292,994 $15.4M 2.88% +31,164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 278,535 $14.7M 0.54% +11,214 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 274,055 $14.4M 0.03% -5,094 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 253,422 $13.4M 8.05% +19,501 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 253,845 $13.4M 0.49% +37,660 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 250,831 $13.2M 0.18% +35,243 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 247,016 $13M 5.33% +64,711 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 233,602 $12.3M 8.9% +10,566 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 217,066 $11.4M 6.45% +39,226 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 216,470 $11.4M 3.74% +27,592 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/ 214,971 $11.3M <0.01% +39,699 13F-HR Timeline Group Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 209,687 $11M 5.87% +21,655 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 199,378 $10.5M +64,928 Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 195,896 $10.3M 5.13% +23,349 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 173,574 $9.14M 0.01% +124,145 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 170,020 $8.95M 3.5% +1,958 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 169,284 $8.91M 0.09% +41,738 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 161,308 $8.49M 0.34% +5,734 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 157,261 $8.28M 0.5% -9,639 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 156,329 $8.23M 1.19% +16,265 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 133,190 $7.01M 8.02% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 119,729 $6.3M 0.01% -34,620 13F-HR Timeline Group Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 115,235 $6.07M 3.55% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 111,055 $5.85M 2.98% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 107,461 $5.66M 0.62% +2,747 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 101,418 $5.34M 1.52% +15,527 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 95,124 $5.01M 1.79% +5,073 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 93,159 $4.9M 0.01% +5,045 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 92,786 $4.88M 2.94% +8,351 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 91,123 $4.8M 0.35% +38,832 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 84,941 $4.47M 2.88% +5,745 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 83,050 $4.37M 4.18% 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 80,447 $4.23M 2.65% +4,539 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 77,262 $4.07M 0.03% +5,134 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 76,297 $4.02M <0.01% new 13F-HR Timeline Group Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 73,666 $3.88M 1.59% +11,503 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 70,371 $3.7M 2.57% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 69,034 $3.63M <0.01% -80,649 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 60,342 $3.18M 1.97% +26,530 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 59,381 $3.13M 0.12% +7,299 13F-HR Timeline Group McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 58,943 $3.1M 2.68% 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 58,437 $3.08M 1.58% +32,929 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 49,470 $2.6M 0.03% +5,974 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,108 $2.53M <0.01% -1,445 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 47,702 $2.51M 0.19% +5,617 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 47,090 $2.48M 1.99% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 46,865 $2.47M 0.09% +8,653 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 44,660 $2.35M 0.14% -34,456 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 44,119 $2.32M 1.77% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 42,779 $2.25M 0.02% -5,057 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,417 $2.18M <0.01% +4,920 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 41,059 $2.16M <0.01% +5,261 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 38,435 $2.13M 1.51% -27,455 13F-HR/A Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 40,369 $2.12M 1.64% +1,600 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 40,112 $2.11M 1.8% 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 39,696 $2.09M 1.63% +2,905 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 36,298 $1.91M 0.03% +13,646 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 36,120 $1.9M 1.97% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,048 $1.9M 0.01% +20,837 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 32,765 $1.72M 0.26% +10,826 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 30,139 $1.59M 0.7% +130 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,165 $1.43M <0.01% +2,821 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 27,011 $1.42M <0.01% new 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 25,734 $1.35M 0.06% +21,180 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 25,711 $1.35M 0.15% +7,953 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25,662 $1.35M 0.05% +2,988 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 24,449 $1.29M 0.68% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 19,100 $1.01M 0.08% +4,140 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,628 $928K 0.25% 0 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 16,316 $859K 0.72% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,170 $851K 0.02% -2,564 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 14,130 $744K 0.43% -3,790 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,885 $731K 0.15% -879 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,541 $660K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,778 $620K 0.02% +727 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,182 $589K 0.13% +1,138 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 11,048 $582K 0.13% +359 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,907 $574K <0.01% +1,587 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 10,330 $544K 0.01% new 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,149 $534K 0.18% +157 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,801 $516K 0.01% +2,195 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,603 $505K 0.14% +720 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,140 $481K 0.05% +3,289 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,861 $466K 0.01% +199 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,375 $441K 0.01% +675 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 8,200 $432K 0.18% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,040 $423K 0.09% -1,568 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,608 $400K 0.01% -118 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 7,300 $384K 0.1% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,550 $345K 0.18% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,901 $311K 0.19% +92 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,625 $296K 0.09% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,522 $291K <0.01% +1,593 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,226 $275K 0.02% -104 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,029 $265K 0.05% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,990 $263K 0.03% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,928 $259K 0.23% 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 4,821 $254K <0.01% -7,087 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,791 $253K 0.02% -28 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 4,783 $252K 0.09% -4,609 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,625 $243K 0.11% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,614 $243K 0.03% +545 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,551 $240K 0.11% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,426 $233K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,420 $233K 0.02% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,288 $226K 0.06% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,149 $218K 0.05% +44 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,900 $205K 0.08% +37 13F-HR Timeline Group Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 3,825 $201K 0.18% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,675 $141K 0.08% -286 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,525 $133K <0.01% +108 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,374 $125K <0.01% +1,212 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,200 $116K 0.02% +613 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,710 $90K 0.05% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 715 $38K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 697 $36.7K <0.01% new 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 325 $17.1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 294 $15.5K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 237 $12.5K 0.01% -1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 188 $10K <0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 170 $8.95K <0.01% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 169 $8K <0.01% +96 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 129 $6.79K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 108 $5.68K <0.01% +23 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 89 $4.68K <0.01% -8,522 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 18 $951 <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $5 <0.01% -140 13F-HR Timeline Amount filed as zero, left out of ratios.