Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,446,070 $80.2M 1.53% -1,295,164 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 865,505 $48M 7.66% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 865,505 $48M 7.66% 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/ 807,902 $44.8M <0.01% +31,097 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 673,316 $37.3M 0.01% +81,172 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 583,449 $32.4M 1.53% +61,002 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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Prosperity Capital Advisors 148,135 $8.21M 0.48% +4,832 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 144,296 $8M 0.02% +9,009 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 137,682 $7.63M 6.22% +12,803 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 120,810 $6.7M 5.94% 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 120,093 $6.66M 4.9% +6,849 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 90,202 $5M 1.94% +8,198 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. 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More: the full row for Savvy Advisors, Inc. 9,663 $536K 0.02% +43 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,656 $535K <0.01% -75 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 9,446 $524K 0.35% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,144 $507K 0.13% -418 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 9,110 $505K 0.43% -1 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,837 $490K 0.06% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,577 $476K 0.04% +227 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,545 $474K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,458 $469K <0.01% +772 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,979 $442K <0.01% +5,596 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,350 $408K <0.01% -1,643 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,273 $403K <0.01% -2,960 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,590 $365K 0.13% -3 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,539 $363K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,494 $360K <0.01% +78 13F-HR/A Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 6,494 $360K 0.15% +78 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,433 $357K 0.19% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,135 $340K 0.03% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 5,894 $325K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,394 $299K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,891 $271K 0.01% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,503 $250K 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 4,314 $239K <0.01% +4,168 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,262 $236K <0.01% -1 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,942 $219K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,887 $216K <0.01% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 3,676 $204K 0.07% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,198 $177K 0.02% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,036 $113K 0.07% -1,905 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,547 $85.8K <0.01% +3 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,332 $73.9K 0.01% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,116 $61.9K 0.04% +170 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,050 $58.2K <0.01% -5,166 13F-HR/A Timeline City State Bank More: the full row for City State Bank 1,000 $55.5K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 775 $43K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 351 $19.5K <0.01% +196 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 242 $13.4K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 229 $12.7K <0.01% new 13F-HR/A Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 10 $529 <0.01% 0 13F-HR Timeline