FMR LLC in group FMR LLC More: the full row for FMR LLC 8,407,272 $713M 0.04% -610,966 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,391,562 $373M 0.01% -128,232 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,899,489 $331M 0.02% -116,932 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,119,850 $180M 0.01% +28,597 13F-HR/A Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,766,534 $150M 6.55% -4,160 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,191,309 $101M 0.07% -52,501 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,060,844 $90M -532,178 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 985,562 $83.6M 0.02% -10,891 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 815,269 $69.2M 1.83% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 812,955 $69M 0.13% -24,462 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 758,740 $64.4M 0.01% +6,431 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 712,195 $60.4M 0.01% +61,925 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 633,870 $53.8M 0.06% +10,997 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 521,088 $44.2M 0.01% -246,195 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 520,680 $44.2M 0.01% +52,002 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 520,379 $44.1M 0.09% +7,260 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 476,675 $40.4M 0.07% -97,836 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 427,621 $36.3M 0.01% -12,035 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 424,957 $36M 0.1% +5,631 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 412,701 $35.2M 0.01% +120,001 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 364,435 $30.9M 0.04% +129,312 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 361,910 $30.7M 0.47% +13,238 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 324,913 $27.6M 0.03% +51,737 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 323,498 $27.4M 0.04% -52,888 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 308,736 $26.2M 8.92% -3,659 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 298,110 $25.3M 0.01% -94,963 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 284,023 $24.1M 0.5% +6,858 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 276,525 $23.5M 5.76% -2,633 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 238,682 $20.2M 0.24% -9,722 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 216,938 $18.4M 3.13% +5,618 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 205,502 $17.4M 0.02% +77,861 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 190,104 $16.1M 4.35% -13,352 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 188,330 $16M 0.03% +12,696 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 186,424 $15.8M 2.72% -358,491 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 174,216 $14.8M 0.04% -15,914 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 162,994 $13.7M 0.01% +23,146 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 157,205 $13.3M 0.02% -4,448 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 149,184 $12.7M 1.13% -571 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 147,756 $12.5M 1.12% +1,036 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 131,976 $11.2M 1.22% +14,476 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 131,154 $11.1M 0.39% -297,970 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 127,280 $10.8M 0.01% +957 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 126,873 $10.8M 0.01% -7,348 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 119,374 $10.1M +3,469 Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 119,350 $10.1M 0.75% +2,140 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 112,126 $9.55M +38,512 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 111,308 $9.44M 0.75% +873 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 107,322 $9.1M 0.03% -2,535 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 104,834 $8.89M 0.23% -5,187 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 101,623 $8.62M <0.01% +549 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 95,116 $8.07M 0.11% -1,597 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 91,543 $7.77M 0.01% -13,670 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 89,670 $7.61M 0.01% +7,385 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 87,913 $7.46M 0.48% +6,530 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 87,255 $7.4M 0.78% -2,249 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 85,629 $7.26M 0.49% +2,250 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 85,578 $7.26M 0.1% +1,922 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 83,344 $7.07M 1.16% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 83,063 $7.05M 0.01% +1,173 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 81,678 $6.93M 0.01% new 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 81,152 $6.92M 2.39% -321 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 81,417 $6.91M 1.18% -3,687 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 81,028 $6.87M 0.01% -2,931 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 76,881 $6.52M 0.2% -1,830 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 76,212 $6.47M 0.04% new 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 75,391 $6.4M 0.06% -1,845 13F-HR/A Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 72,895 $6.18M 1.22% +16,984 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 72,826 $6.17M 0.14% -12,096 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 67,367 $5.71M 0.03% -4,018 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 67,061 $5.69M 0.49% +4,620 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 66,880 $5.67M 1.02% +2,779 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,583 $5.65M 0.03% +3,649 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 65,198 $5.53M 0.08% +6,784 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 62,898 $5.34M <0.01% +874 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 60,798 $5.16M 0.43% +3,716 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 59,646 $5.06M 0.18% +45,510 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 58,402 $4.95M 0.1% -943 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 55,706 $4.73M 0.4% +1,587 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 54,853 $4.65M 0.05% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 52,397 $4.44M 0.03% +29,269 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 52,022 $4.41M <0.01% -2,309 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 50,892 $4.32M 0.01% +7,063 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 48,019 $4.07M 0.41% -682 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,578 $3.7M 0.02% +2,463 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 42,802 $3.63M 0.03% -1,547 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 42,357 $3.59M 1.59% +4,254 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 41,560 $3.56M 0.08% -1,829 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 41,692 $3.54M 0.11% -21,435 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 41,663 $3.53M 0.01% +375 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 41,476 $3.52M 0.02% +14,700 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 41,372 $3.51M <0.01% -12,247 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 41,065 $3.48M 0.15% +38,282 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 40,826 $3.46M 0.9% +440 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,889 $3.38M 0.05% -688 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 38,798 $3.29M 0.1% +1,471 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 38,345 $3.25M 0.02% -126 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 37,834 $3.21M 1.8% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 37,096 $3.15M 0.02% -997 13F-HR/A Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 36,991 $3.14M 1.08% +1,027 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,320 $3.08M 0.03% -7,560 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 35,977 $3.05M 0.17% -70,665 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35,924 $3.05M 0.43% -807 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 35,448 $3.01M 0.81% -298 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,803 $2.95M <0.01% -107,010 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 34,179 $2.9M 0.24% +704 13F-HR Timeline Group Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 32,757 $2.76M 0.01% 13F-HR Timeline Group VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 32,283 $2.74M 1.45% -8 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 30,461 $2.58M +3,996 Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 30,430 $2.58M 0.7% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,090 $2.55M 0.09% -175 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 29,833 $2.53M 0.44% -1,236 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 29,745 $2.52M 1.31% -2,327 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,535 $2.34M 0.05% +428 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 27,126 $2.3M 0.02% +26 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 26,768 $2.27M 1.17% -49,413 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,450 $2.24M 0.06% +660 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,818 $2.19M 0.04% -966 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24,436 $2.07M 0.03% -1,709 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,258 $2.06M 0.1% +15 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 23,146 $1.96M 0.1% -490 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 23,047 $1.96M 1.47% +380 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,095 $1.87M 0.01% +631 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 22,051 $1.87M <0.01% -2,664 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 21,781 $1.85M 0.78% +405 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,927 $1.78M 0.01% +494 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,857 $1.77M 0.04% -539 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20,855 $1.77M 0.23% +350 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 20,776 $1.76M 0.14% +207 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 20,677 $1.75M 0.49% -76 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,586 $1.75M <0.01% -1,242 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 20,569 $1.74M 0.1% -112 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20,401 $1.73M 0.03% +10,188 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,970 $1.69M 0.06% -58 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 19,214 $1.63M 0.24% +112 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,092 $1.62M 0.01% +703 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,535 $1.57M <0.01% +10,916 13F-HR Timeline Group Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 18,304 $1.55M 0.58% -132 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,260 $1.55M 0.04% -4,075 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 18,169 $1.54M 1.01% -2,609 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18,070 $1.53M 0.25% +20 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,854 $1.51M 0.01% +7,075 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,688 $1.5M 0.03% -328 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,358 $1.47M 0.01% +2,850 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,394 $1.47M 0.04% -2,196 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 17,269 $1.46M 0.36% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 17,125 $1.45M 0.24% +85 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 16,950 $1.45M 0.09% -478 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 16,847 $1.43M 0.21% -953 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,721 $1.42M <0.01% +2,962 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 18,230 $1.42M 0.12% -149 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 16,429 $1.39M 0.41% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 16,400 $1.39M <0.01% +16,380 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,378 $1.39M 0.02% -143 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,004 $1.36M 0.01% +1,567 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,814 $1.34M <0.01% -3,040 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 15,759 $1.34M 0.81% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,690 $1.33M 0.02% +7,942 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 15,378 $1.3M 0.04% +192 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 15,238 $1.29M <0.01% +6,911 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,180 $1.29M 0.02% -98 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 14,604 $1.24M 0.15% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,511 $1.23M 0.14% +85 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,186 $1.2M 0.03% -1,041 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,124 $1.2M 0.04% -39 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 13,780 $1.17M 0.43% -1,299 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 13,595 $1.15M 0.3% +564 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 13,424 $1.14M 0.11% -281 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,386 $1.14M 0.05% -96 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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