BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,297,208 $771M 0.07% -1,204,910 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,747,931 $159M <0.01% -64,828 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,302,068 $133M 0.01% +19,892 13F-HR/A Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,261,035 $131M 5.92% +449,287 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,048,988 $119M 0.01% -14,485 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,755,417 $102M 0.03% +171,255 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,113,635 $64.6M 0.01% +15,202 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 924,557 $53.6M 0.05% -54,383 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 828,563 $48M -126,726 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 654,267 $37.9M 0.01% -40,356 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 644,983 $37.4M 0.02% +70,639 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 567,043 $32.9M 0.12% -172,781 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 437,394 $25.4M 0.59% +349,812 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 333,806 $19.4M 0.01% 13F-HR/A Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 316,265 $18.3M 0.02% -58,210 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 292,626 $17M 0.05% -11,038 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 277,452 $16.1M 0.02% -23,336 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 262,630 $15.2M 6.23% +6,726 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 260,123 $15.1M 4.31% +9,245 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 242,456 $14.1M 0.41% -104,964 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 238,902 $13.9M 0.03% -18,195 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 229,166 $13.3M 0.01% +4,960 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 228,800 $13.3M 2.08% -52,581 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 216,560 $12.6M <0.01% -65,642 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 214,829 $12.5M 0.02% -5,542 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 189,664 $11M 3.63% -56,752 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 174,218 $10.1M 0.33% +625 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 170,363 $9.88M 0.01% +144,219 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 165,972 $9.62M <0.01% -172,277 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 165,050 $9.57M 0.14% -3,347 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 160,625 $9.31M 0.02% -19,092 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 160,505 $9.31M 5.44% -300 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 159,922 $9.27M 0.11% +2,795 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 149,652 $8.68M 0.02% -1,602 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 147,585 $8.53M 0.88% +178 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 132,854 $7.7M 0.11% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 132,183 $7.67M 0.01% +1,850 13F-HR/A Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 117,673 $6.82M 2.31% +5,058 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 114,973 $6.67M 1.01% -5,657 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 112,205 $6.51M 1.02% +7,212 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 107,516 $6.23M 0.24% -18,333 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 105,136 $6.1M 2.59% +9,867 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 100,721 $5.84M 0.01% -2,160 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 92,496 $5.8M 1.06% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 93,267 $5.41M 0.77% +39,025 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 91,138 $5.29M 0.23% -1,332 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 89,699 $5.2M 0.05% new 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 86,526 $5.02M 0.03% +8,447 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 82,794 $4.8M -22,984 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 76,442 $4.43M 0.05% -5,889 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 72,191 $4.19M 0.11% +4,295 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 68,000 $3.94M 0.01% -22,700 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66,906 $3.88M 0.05% +81 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 66,794 $3.87M 1.95% +1,027 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 65,599 $3.8M 0.01% -279 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 61,192 $3.55M 0.77% +133 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 59,244 $3.44M 0.01% -13,014 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 58,445 $3.39M 0.03% -844 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 57,802 $3.35M 0.07% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 55,984 $3.25M 0.29% -1,026 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 55,399 $3.21M 0.09% -1,110 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 55,258 $3.2M 0.89% +912 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 53,087 $3.08M <0.01% +1,785 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 53,024 $3.07M 0.01% +1,407 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 49,651 $2.88M 0.01% +23,110 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 45,878 $2.66M 0.04% -737 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 44,330 $2.57M 1.33% +17,662 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 43,097 $2.5M 0.09% +68 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 42,602 $2.47M 0.04% +2,545 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 40,173 $2.33M 0.19% +3,095 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,004 $2.32M 2.99% +60 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 38,146 $2.21M 0.01% -6,877 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,284 $2.16M 0.01% -646 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 36,347 $2.11M 0.05% -5,833 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 35,887 $2.08M 0.63% +2,981 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,327 $2.05M <0.01% -1,462 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 34,740 $2.01M 0.02% +17,188 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 34,241 $1.99M 0.12% -1,133 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 32,097 $1.86M 0.19% -4,267 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 31,531 $1.83M -3,826 Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 31,382 $1.82M 0.78% -10,799 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 31,100 $1.8M 0.57% -1,942 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,040 $1.8M 0.01% -268 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 30,612 $1.78M 0.02% -112,542 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 30,489 $1.77M 0.02% +576 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30,444 $1.77M 0.04% -2,493 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,284 $1.76M 0.01% -6,649 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 30,104 $1.75M 0.12% +4,109 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 30,043 $1.74M 0.45% +393 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 28,987 $1.68M 0.28% -3,414 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 28,804 $1.67M 1.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 28,315 $1.64M 0.01% -11,053 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,114 $1.63M 0.01% -86 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 27,305 $1.58M <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 27,007 $1.57M 0.04% -95 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 26,484 $1.54M 0.23% -190 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 26,171 $1.52M 0.24% +145 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,171 $1.52M <0.01% -16,859 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 25,782 $1.5M 0.04% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,551 $1.48M 0.02% -1,596 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,343 $1.47M 0.01% +931 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 25,259 $1.46M 0.02% -102 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 24,939 $1.45M 0.01% -4,072 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,601 $1.43M 0.01% -1,016 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 24,327 $1.41M <0.01% +1,227 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 23,986 $1.39M 0.3% -1,291 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 22,684 $1.32M 0.05% -1,851 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 22,300 $1.29M 0.01% -5,400 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,429 $1.26M 0.01% -4,668 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 21,451 $1.24M 0.52% -401 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21,257 $1.23M <0.01% -16,734 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20,451 $1.19M 0.67% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,940 $1.16M 0.05% -526 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 19,870 $1.15M 0.9% -117 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,997 $1.1M 0.01% +14,535 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18,899 $1.1M 0.09% -649 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,887 $1.1M 0.01% -2,676 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,398 $1.07M <0.01% 0 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,283 $1.06M 0.07% -246 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,875 $1.04M 0.01% +37 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,873 $1.04M <0.01% -16,483 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,632 $1.02M 0.02% +814 13F-HR Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 17,352 $1.01M 0.05% +598 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,575 $961K 0.66% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 16,293 $945K 0.63% +3,090 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16,255 $943K 0.1% -200 13F-HR/A Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 16,163 $937K 0.73% -236 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,998 $928K 0.03% -4,249 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,100 $927K 0.02% +57 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,085 $875K 0.02% -768 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 14,807 $859K 0.46% +426 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 14,792 $858K 0.37% -3,634 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,700 $852K 0.03% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,546 $844K 0.2% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 14,470 $839K 0.15% +33 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,238 $826K 0.03% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,875 $805K <0.01% +223 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 13,756 $798K 0.03% +102 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 13,451 $780K 0.16% -65 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,322 $773K 0.02% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,134 $762K 0.05% -353 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,718 $738K 0.55% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 12,436 $721K 0.08% -564 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,255 $711K 0.2% -356 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,944 $693K 0.3% -160 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11,894 $690K 0.27% +27 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,769 $682K <0.01% +5,079 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,597 $673K 0.11% -34 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,447 $664K 0.01% +8,176 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,204 $650K 0.03% -1,034 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,632 $617K 0.01% -2,833 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,334 $599K 0.01% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,911 $575K 0.37% +5,603 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,886 $573K <0.01% +1,592 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 9,881 $573K 0.02% +5 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,833 $570K 0.02% -594 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,974 $563K 0.53% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,513 $552K 0.18% +670 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,736 $548K 0.23% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,198 $533K 0.02% -100 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,810 $511K 0.04% +16 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,277 $480K 0.05% +43 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,257 $479K <0.01% -58 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 8,233 $477K 0.01% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,800 $452K 0.29% +700 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 7,785 $451K 0.12% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,645 $443K 0.11% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,536 $437K 0.15% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,456 $433K 0.2% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,445 $432K 0.01% -2,753 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,412 $430K <0.01% +1,067 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,090 $411K <0.01% 0 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 7,086 $411K 0.13% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,003 $406K 0.01% +204 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,975 $404K 0.19% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,971 $404K <0.01% +42 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 6,882 $399K 0.22% +781 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,717 $390K <0.01% +70 13F-HR Timeline Compound Planning, Inc. 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