BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,446,224 $797M 0.06% -198,352 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,059,389 $196M <0.01% +11,386 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,790,053 $179M 0.01% +443,966 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,367,297 $152M 0.01% -83,344 13F-HR/A Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,289,163 $147M 5.57% -1,138 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,784,117 $114M +173,629 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,266,919 $81.1M 0.02% -89,927 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 768,076 $49.2M 0.03% -30,085 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 661,985 $42.4M 0.01% +22,451 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 659,445 $42.2M 0.01% -13,787 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 635,180 $40.7M -32,402 Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 389,986 $25M 0.02% +4,326 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 344,513 $22.1M 0.03% +326,892 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 298,875 $19.1M 0.01% +19,646 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 287,720 $18.4M 6.29% +8,938 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 273,675 $17.5M 0.03% +3,946 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 253,206 $16.2M 0.61% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 252,116 $16.1M 0.02% +9,850 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 226,403 $14.5M 3.79% -7,263 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 209,951 $13.4M 0.01% -677 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 203,266 $13M 0.1% -16,330 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 200,142 $12.8M 0.02% -7,500 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 198,595 $12.7M 0.23% +4,235 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 184,131 $11.8M <0.01% -56,750 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 173,619 $11.1M <0.01% -164,833 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 162,185 $10.4M 0.89% -3,805 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 160,373 $10.3M 0.01% -7,574 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 160,120 $10.3M 0.01% +2,351 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 158,643 $10.2M 0.29% +84,219 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 155,074 $9.93M 0.01% +136,629 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 148,620 $9.52M 0.11% -2,927 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 147,094 $9.42M 0.01% -8,633 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 144,210 $9.24M 0.11% -8,496 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 139,168 $8.91M 0.01% -4,731 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 125,776 $8.05M 0.48% +3,968 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 123,530 $7.91M 1.51% +2,039 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 112,977 $7.39M 0.01% +3,926 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 106,535 $6.82M 0.01% -12,913 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 101,197 $6.48M 2.15% +31,521 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 98,740 $6.32M 1.47% -18,788 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 89,555 $5.74M 0.01% -1,537 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 83,100 $5.32M 0.09% -520 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 80,328 $5.14M 0.02% +1,455 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 80,016 $5.12M 0.77% -2,399 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66,931 $4.29M 0.04% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 60,342 $3.99M 0.23% -1,017 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,471 $3.94M <0.01% -2,620 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 60,807 $3.89M 0.73% -1,356 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 60,166 $3.85M 0.23% +2,745 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 60,013 $3.84M 0.01% +245 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 59,613 $3.82M 0.05% +2,403 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 58,943 $3.77M 0.07% +1,333 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 58,171 $3.73M 0.96% +399 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 56,144 $3.6M +10,424 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 54,563 $3.49M 0.05% +1,565 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,556 $3.49M 0.02% -1,761 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 53,753 $3.44M 0.07% -6,583 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 53,451 $3.42M -8,066 Timeline COMERICA BANK More: the full row for COMERICA BANK 51,036 $3.27M 0.01% -300 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,904 $3.2M 0.05% +1,838 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 44,495 $2.85M 0.2% +3,197 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,683 $2.8M 0.05% +1,372 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 43,090 $2.76M <0.01% -502,031 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 41,804 $2.68M 0.01% +163 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 40,467 $2.59M 0.03% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 40,319 $2.58M <0.01% +28,319 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,316 $2.58M <0.01% +6,036 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 37,090 $2.38M 0.01% -2,539 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 37,022 $2.37M 0.06% -2,274 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 36,871 $2.36M 2.75% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 36,766 $2.35M <0.01% +29,676 13F-HR/A Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 36,164 $2.32M 0.02% +482 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 34,530 $2.21M 0.53% -494 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,433 $2.08M <0.01% +7,663 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 31,899 $2.04M 0.25% +473 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 29,368 $2.02M 0.13% -511 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,388 $2.01M 0.01% -1,745 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 31,314 $2.01M 0.87% +561 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 31,161 $2M 0.44% -275 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 31,030 $1.99M 0.66% -82,257 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 30,845 $1.98M 0.18% +98 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,580 $1.96M 0.01% -821 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 29,261 $1.87M 0.97% -5,303 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,588 $1.83M 0.02% -5,133 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,326 $1.75M <0.01% +1,109 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 31,912 $1.75M 0.78% -528 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 26,543 $1.72M <0.01% +8,309 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 26,812 $1.72M 0.07% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 25,948 $1.66M 0.01% +20,845 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 25,932 $1.66M 0.02% -587 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 25,848 $1.66M 0.06% -30,405 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 25,310 $1.62M 0.79% -633 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,784 $1.59M <0.01% -532 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,567 $1.57M 0.03% +16,170 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,274 $1.55M 0.19% -505 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,087 $1.54M 0.02% -362 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,741 $1.52M 0.01% +257 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 23,506 $1.51M 0.21% -769 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,221 $1.49M 0.01% -6,299 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 22,949 $1.47M 0.39% +300 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22,014 $1.41M 0.91% +412 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,759 $1.39M <0.01% +4,163 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 21,024 $1.35M 0.04% -4,123 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,532 $1.31M 0.01% -623 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 20,242 $1.3M 0.04% -47 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,029 $1.28M 0.02% +1,178 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,004 $1.28M 0.01% +151 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 18,787 $1.2M 0.02% -564 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,740 $1.2M 0.01% +249 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 18,700 $1.2M <0.01% -900 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,538 $1.19M 0.07% -3,615 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,192 $1.17M 0.03% -783 13F-HR/A Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 17,950 $1.15M 0.15% -179,493 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 17,036 $1.09M 1.03% 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 16,852 $1.08M 0.46% +120 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 16,833 $1.08M 0.67% -2,045 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,828 $1.08M 0.5% +253 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,700 $1.07M 0.07% -44 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,412 $1.05M 0.07% +10,956 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,275 $1.04M 0.02% -279 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,166 $1.04M 0.03% -902 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,697 $1.01M 0.02% -14 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 15,694 $1.01M 0.63% +4 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,505 $993K 0.09% -610 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,702 $942K <0.01% +168 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,700 $941K 0.03% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,223 $911K 0.16% +813 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,030 $898K 0.01% -9,894 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,953 $894K 0.02% +167 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 13,765 $882K 0.03% -68 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 13,738 $880K 0.22% +1,727 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,324 $853K 0.03% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13,152 $845K <0.01% +11,730 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,176 $844K 0.02% new 13F-HR/A Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 13,137 $841K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,937 $829K 0.01% -243 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,788 $819K 0.01% -22 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,718 $814K 0.44% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,635 $809K 0.04% -143 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,575 $805K 0.01% -13 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 12,025 $770K 0.13% -895 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,678 $764K 0.01% +131 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 11,867 $760K 0.21% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,673 $748K <0.01% +2,193 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,658 $747K 0.01% -3,964 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,283 $723K 0.02% -2 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 11,165 $715K 0.11% +607 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,944 $693K 0.24% +96 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,708 $686K <0.01% 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,535 $675K <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,221 $655K 0.02% +72 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10,049 $644K 0.1% -214 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,023 $642K 0.01% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,939 $636K 0.02% +24 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,623 $616K <0.01% -543 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,485 $607K 0.13% +1,884 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,387 $601K <0.01% +2,457 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,266 $593K 0.01% +303 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,248 $592K 0.01% +1,824 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,244 $592K 0.01% +768 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,186 $588K <0.01% -830 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 8,440 $540K 0.25% +377 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,384 $537K <0.01% +432 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,347 $535K -3,129 Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,264 $529K 0.03% +9 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 8,236 $527K 0.15% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,233 $527K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,215 $526K 0.02% +335 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,917 $507K <0.01% 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 7,876 $504K 0.4% 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,800 $500K 0.29% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,645 $490K 0.1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,536 $483K 0.01% +3,193 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 7,275 $466K 0.21% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,129 $457K <0.01% +2,046 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,082 $454K 0.09% +53 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,965 $446K 0.11% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,894 $441K <0.01% 0 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 6,887 $441K 0.1% -280 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,726 $431K 0.12% -875 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,542 $419K 0.03% -386 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,494 $416K 0.15% +82 13F-HR Timeline Endowment Wealth Management, Inc. 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