Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,541,232 $84.3M 0.79% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,342,334 $73.4M 7.55% +168,832 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/ 990,203 $54.1M <0.01% +124,218 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 905,653 $49.5M 1.56% +62,933 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 819,826 $44.8M 0.01% +162,981 13F-HR Timeline Group Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 571,496 $31.2M 4.79% +11,933 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 458,254 $25.1M 7.95% +17,814 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 386,625 $21.1M 0.09% +111,202 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 382,291 $20.9M 7.13% +101,402 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 351,603 $19.2M 0.16% +42,892 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 328,375 $18M 0.09% +159,267 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 322,435 $17.6M 1.74% -2,977 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 321,150 $17.6M 2.11% +4,802 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 316,276 $17.3M +150 Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 309,509 $16.9M 5.86% +42,299 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 306,515 $16.8M <0.01% +285,167 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 285,441 $15.6M 0.24% +13,448 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 275,196 $15M 2.47% +8,994 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 232,728 $12.7M 0.02% +10,520 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 201,876 $11M 0.69% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 199,814 $10.9M 0.03% +11,832 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 189,811 $10.4M 0.06% +90,282 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 188,195 $10.3M 0.01% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 175,871 $9.62M 0.02% -683 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 174,986 $9.57M 6.2% +13,245 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 174,700 $9.55M 6.9% +16,825 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 164,065 $8.92M 0.13% +154,246 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 148,321 $8.11M 0.4% +7,300 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 139,121 $7.61M 4.97% +7,855 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 139,112 $7.61M 5.85% +6,256 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 137,493 $7.52M 0.21% -309 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 133,473 $7.3M +15,390 Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 126,290 $6.9M 4.78% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 116,007 $6.34M <0.01% +50,454 13F-HR Timeline Group Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 111,763 $6.11M 3.28% +5,101 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 104,528 $5.71M 1.75% +3,683 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 102,127 $5.58M 4.76% +6,536 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 89,737 $4.91M <0.01% +89,337 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 87,069 $4.76M 0.04% -4,906 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 83,013 $4.54M 0.03% +3,942 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 80,308 $4.39M 0.17% +18,810 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 77,808 $4.25M 0.01% +9,616 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 68,096 $3.72M 0.1% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 66,714 $3.65M 1.98% +12,888 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 62,731 $3.43M 0.02% +49,794 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 61,927 $3.39M 0.54% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 61,067 $3.34M 0.03% +6,134 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 59,188 $3.24M <0.01% +10,720 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 53,974 $2.95M 1.3% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 50,999 $2.79M <0.01% -48 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 49,935 $2.74M <0.01% +24,119 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 49,914 $2.73M 0.92% +475 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 49,364 $2.7M 0.1% +2,292 13F-HR Timeline Group HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 48,043 $2.63M 2.2% +1,386 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,946 $2.51M 0.01% -235 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,896 $2.4M <0.01% +963 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 42,645 $2.33M 1.46% -35,716 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 42,038 $2.3M 0.08% +2,226 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 40,712 $2.23M 0.04% +5,693 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 39,405 $2.15M 0.51% -3,446 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 37,878 $2.07M 0.07% +3,942 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 37,733 $2.06M 0.07% +6,148 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 36,030 $1.95M 0.97% +5,334 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,290 $1.88M 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 34,255 $1.87M 0.06% -442 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 33,351 $1.82M 0.09% +2,427 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 32,056 $1.71M +16,420 Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 31,688 $1.69M 0.1% +19,610 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 27,411 $1.5M 0.03% +14,158 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 25,908 $1.42M 0.19% +658 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 25,315 $1.38M 0.34% +554 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 25,120 $1.37M 0.53% +830 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,266 $1.27M 0.03% +957 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21,982 $1.2M <0.01% new 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 19,906 $1.08M 0.28% +8,619 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,527 $958K 0.12% +238 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,018 $876K 0.01% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 15,212 $832K 0.21% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 14,937 $817K 0.01% new 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 14,283 $781K 0.25% -68 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 14,068 $769K 0.26% +3,275 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 13,084 $715K 0.22% -3,178 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 12,608 $689K 0.25% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,408 $678K <0.01% +1,167 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,391 $623K 0.01% +209 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,242 $615K 0.01% +6,325 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,975 $600K 0.12% +278 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 10,781 $589K 0.32% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,733 $532K 0.01% +77 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 9,446 $516K 0.37% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 9,403 $514K 0.37% -445 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 9,125 $499K 0.38% +1,825 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,098 $497K 0.12% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,994 $492K <0.01% +333 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,941 $489K 0.03% +434 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,532 $466K 0.01% +1,308 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,198 $394K <0.01% -2,968 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,124 $389K 0.09% -250 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,926 $379K <0.01% +79 13F-HR/A Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,902 $377K 0.11% +45 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,823 $373K 0.05% +12 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,747 $369K 0.06% +282 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,692 $366K 0.15% +76 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 6,667 $364K 0.04% +394 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,487 $355K 0.04% new 13F-HR Timeline Group Williams & Novak, LLC More: the full row for Williams & Novak, LLC 6,114 $334K 0.22% +250 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,027 $330K 0.22% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 5,457 $298K 0.14% -4,187 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 5,185 $283K <0.01% +219 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,961 $271K 0.06% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,763 $260K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,688 $256K <0.01% -30 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,396 $240K 0.01% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,349 $238K 0.18% -592 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,046 $221K 0.09% -62 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,942 $216K <0.01% 0 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,940 $215K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,426 $133K <0.01% +775 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,124 $116K 0.06% +111 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,510 $82.6K 0.01% +495 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,465 $80.1K 0.01% +78 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,134 $62K <0.01% -455 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,116 $61K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,100 $60.1K <0.01% -495 13F-HR Timeline City State Bank More: the full row for City State Bank 1,000 $54.7K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 742 $40.6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 279 $15.3K <0.01% -72 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 235 $12.8K <0.01% +11 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 209 $11.4K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 123 $6.72K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 61 $3.33K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 10 $543 <0.01% 0 13F-HR Timeline