Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,541,232 $83.4M 0.93% +2,825 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,173,502 $63.5M 8.39% +162,935 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/ 865,985 $46.9M <0.01% -41,221 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 842,720 $45.6M 1.74% +57,470 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 656,845 $35.6M 0.01% -71,346 13F-HR Timeline Group Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 559,563 $30.3M 5.45% +9,465 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 440,440 $23.9M 8.98% +8,179 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 325,412 $17.6M 1.9% -3,885 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 316,348 $17.1M 2.41% new 13F-HR Timeline UBS AM, a distinct business unit of UBS… in group UBS Group AG More: the full row for UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 316,126 $17.1M <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 308,711 $16.7M 0.16% +37,308 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 280,889 $15.2M 6.38% +56,429 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 275,423 $14.9M 0.06% +150,457 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 271,993 $14.7M 0.27% +11,743 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 267,210 $14.5M 5.88% +26,003 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 266,202 $14.4M 2.81% +18,339 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 222,208 $12M 0.02% +11,721 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 187,982 $10.2M 0.04% +1,485 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 176,554 $9.56M 0.02% +12,580 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 169,108 $9.15M 0.07% +2,817 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 161,741 $8.76M 6.56% +10,354 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 157,875 $8.55M 6.92% +8,828 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 141,021 $7.63M 0.43% +12,160 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 137,802 $7.46M 0.24% +10,913 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 132,856 $7.19M 6.16% +2,830 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 131,266 $7.11M 5.02% +6,270 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 118,083 $6.39M -104,514 Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 106,662 $5.77M 3.41% +2,487 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 100,845 $5.46M 1.92% +5,096 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 99,529 $5.39M 0.04% new 13F-HR Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 98,878 $5.35M +49,168 Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 95,591 $5.17M 5.3% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 91,975 $4.99M 0.05% +56,470 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 82,612 $4.47M 0.19% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 79,071 $4.28M 0.04% +6,055 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 78,361 $4.24M 3.06% +30,588 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,192 $3.69M <0.01% +5,707 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 65,553 $3.55M <0.01% +38,449 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 61,498 $3.33M 0.15% +36,534 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 54,933 $2.97M 0.04% +16,645 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 53,826 $2.91M 1.79% +3,241 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 51,047 $2.76M <0.01% +7,800 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 48,468 $2.62M <0.01% +5,073 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 47,072 $2.55M 0.1% +143 13F-HR Timeline Group HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 46,657 $2.53M 2.34% +4,575 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,181 $2.5M 0.01% +33,401 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 42,933 $2.32M <0.01% new 13F-HR Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 42,851 $2.32M 0.63% -3,945 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 39,812 $2.16M 0.08% +2,009 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 37,708 $2.04M 2.09% +2,519 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 35,019 $1.9M 0.03% +4,698 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 34,697 $1.88M 0.06% -4,234 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,290 $1.84M 0.07% +6,364 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,936 $1.84M 0.07% +17,197 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 31,585 $1.71M 0.1% +2,136 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 30,924 $1.67M 0.08% +3,389 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 30,696 $1.67M 0.88% +2,355 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,264 $1.53M <0.01% +18,350 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,816 $1.39M <0.01% +19,292 13F-HR/A Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 25,250 $1.37M 0.52% +378 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 24,761 $1.34M 0.37% +947 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 24,290 $1.31M 0.53% +1,697 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 24,080 $1.3M 0.01% +2,878 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,309 $1.21M 0.03% +2,503 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,348 $1.16M <0.01% new 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,289 $936K 0.13% +7,129 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 16,262 $880K 0.3% -3,334 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 16,020 $867K 0.02% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,636 $849K +3,759 Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 15,212 $823K 0.23% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 14,351 $777K 0.28% +87 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,253 $717K 0.02% +2,784 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,937 $700K <0.01% +3,373 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,078 $654K 0.05% -982 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 11,287 $613K 0.18% +6,985 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,241 $609K <0.01% +3,321 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,182 $605K 0.01% +245 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 10,793 $584K 0.25% -38,342 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,697 $579K 0.13% +1,710 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,579 $573K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,166 $550K <0.01% +4,051 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,819 $539K 0.01% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 9,848 $533K 0.46% +738 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,656 $523K 0.01% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 9,644 $522K 0.27% -86 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 9,446 $511K 0.38% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,661 $469K <0.01% +477 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,507 $461K 0.03% +261 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,374 $399K 0.1% -81 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 7,300 $395K 0.33% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,224 $391K 0.01% +1,301 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,847 $371K <0.01% +873 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,811 $369K 0.06% +52 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,857 $368K 0.12% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,616 $358K 0.17% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,465 $350K 0.07% -59 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 6,273 $340K 0.04% 0 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,864 $318K 0.24% +77 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 4,966 $269K <0.01% new 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,961 $269K 0.07% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,941 $267K 0.23% +175 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,917 $266K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,718 $255K 0.01% -144 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,108 $222K 0.1% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,942 $213K <0.01% 0 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,940 $213K 0.04% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,661 $144K 0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,013 $109K 0.07% +21 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,651 $89.4K 0.26% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,595 $86.3K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,589 $86K <0.01% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,387 $75.1K 0.01% +17 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,116 $60.4K 0.04% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,015 $54.9K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,000 $54.1K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 829 $44.9K <0.01% -159 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 742 $40.2K <0.01% +382 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 400 $21.7K <0.01% -3,675 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 351 $19K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 224 $12.1K <0.01% +6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 123 $6.66K <0.01% -119 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 10 $532 <0.01% 0 13F-HR Timeline