FMR LLC in group FMR LLC More: the full row for FMR LLC 48,842,293 $1.77B 0.09% +1,596,091 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,803,351 $140M 8.43% +196,439 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,544,557 $129M 0.18% +214,706 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,304,054 $120M 15.49% +593,389 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,847,497 $103M 0.03% +194,015 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,106,221 $76.4M +1,610,229 Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,918,682 $69.7M 18.85% -48,085 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,893,097 $68.7M 0.25% +748,283 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,723,420 $62.5M 0.07% +14,238 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,693,968 $61.4M 0.16% +297,351 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,667,985 $60.5M 4.56% +142,143 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,287,125 $46.7M 0.01% +508,069 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,078,243 $39.1M 0.02% -52,900 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 921,775 $33.4M 0.05% -378,460 13F-HR Timeline Group Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 866,015 $31.4M 3.16% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 864,471 $30.5M <0.01% +147,019 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 838,432 $30.4M 0.12% -43,689 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 790,948 $28.7M 3.71% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 778,843 $28.3M 0.01% +155,847 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 638,900 $23.2M 0.02% -475,100 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 473,649 $17.2M 14% -6,738 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 428,917 $15.6M <0.01% +238,241 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 416,910 $15.1M 3.13% +19,258 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/ 399,974 $14.5M <0.01% +12,937 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 341,372 $12.4M 0.01% -2,110 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 314,976 $11.4M 8.45% +15,430 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 264,226 $9.58M <0.01% +127,292 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 217,998 $7.91M 0.01% +68,283 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 179,340 $6.85M 0.04% +4,329 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 184,494 $6.69M 4.58% +19,225 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 176,956 $6.47M 4.85% +20,254 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 172,624 $6.29M 0.03% +107,325 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 168,727 $6.12M 0.02% +16,396 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 149,507 $5.42M 1.45% -1,343 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 148,473 $5.39M 1.98% -2,345 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 136,262 $4.94M 0.01% -55,560 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 121,721 $4.41M <0.01% +17,818 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 127,721 $4.41M 1.89% -114,650 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 118,707 $4.34M 0.01% -105,198 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 106,667 $4.22M 1.11% +2,126 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 105,951 $4.04M 0.2% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 109,162 $3.96M 0.01% -4,257 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 103,060 $3.74M 0.45% -1,911 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 101,708 $3.69M <0.01% new 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 89,455 $3.68M 0.25% +32,357 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 96,284 $3.52M 0.03% +6,293 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 90,979 $3.3M <0.01% +20,644 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 89,300 $3.24M 0.65% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 88,279 $3.2M 0.1% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 87,013 $3.16M 1.35% +11,761 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 83,967 $3.05M 0.08% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 80,836 $2.93M 0.47% +8,356 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 80,534 $2.92M 0.62% +135 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 81,883 $2.89M 0.19% +42,785 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 71,809 $2.6M <0.01% +13,002 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 62,068 $2.49M 0.2% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 67,621 $2.45M 0.36% +26,444 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 65,920 $2.39M <0.01% +15,347 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 60,365 $2.19M 0.01% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 57,587 $2.09M 0.33% -8,407 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 56,830 $2.06M <0.01% +42,905 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 54,382 $1.97M <0.01% +9,798 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 53,392 $1.94M 0.79% -1,016 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 53,191 $1.93M 0.8% +13,704 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 52,595 $1.91M 0.13% +1,554 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 52,456 $1.9M 0.84% +1,971 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 49,911 $1.81M 0.05% +7,089 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 48,258 $1.75M 0.01% -648 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 47,952 $1.74M 0.01% +24,761 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 47,367 $1.72M <0.01% +4,647 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 45,666 $1.66M 0.01% -4,093 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 43,204 $1.57M <0.01% +8,403 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 41,573 $1.51M 0.21% +5,072 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 40,651 $1.47M <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 40,359 $1.46M 0.05% +10,405 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,515 $1.4M <0.01% -40,402 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 35,771 $1.3M 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 34,924 $1.27M 0.06% +1,246 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 33,947 $1.23M 0.14% +1,566 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33,551 $1.22M 0.02% +5,483 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,022 $1.16M <0.01% -10,786 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 31,343 $1.14M 0.1% -33 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,631 $1.04M 0.01% -18,310 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 26,639 $1.03M 0.26% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,177 $986K 0.03% new 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 26,129 $948K 0.65% -18 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 25,941 $941K 0.5% +13,110 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 25,190 $914K 0.05% +10,883 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 23,926 $868K 0.3% +78 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 23,566 $855K 0.04% +1,666 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 22,993 $834K 0.49% +183 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,014 $798K 0.04% new 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 21,770 $790K 0.26% +1,547 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,807 $755K 0.01% +713 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 20,436 $741K 0.22% +751 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 20,003 $726K 0.21% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 19,553 $709K 0.65% +4,538 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,168 $695K 0.01% +3,854 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 18,415 $668K 0.07% +10,965 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 18,355 $666K 0.37% +1,670 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 17,362 $630K 0.41% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,800 $609K 0.01% -153,634 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,582 $601K 0.01% +42 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,072 $583K 0.03% -770 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 15,560 $564K 0.06% -14,220 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 15,150 $549K 0.15% +468 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 14,750 $535K 0.32% +3,000 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 14,578 $529K 0.27% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,677 $496K 0.01% +41 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,487 $489K 0.03% +16 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 13,458 $488K 0.17% +38 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 13,262 $481K 0.23% -1,505 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 12,982 $471K <0.01% -81 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 12,955 $470K 0.4% +36 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 12,711 $461K 0.07% +1,389 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,654 $459K 0.09% +35 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 12,246 $444K 0.35% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,136 $440K 0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,004 $435K 0.03% +321 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,948 $433K <0.01% -1,192 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,904 $432K 0.01% +132 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 11,860 $430K 0.06% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,555 $419K 0.01% +2,200 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 11,268 $409K +5,482 Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,074 $402K 0.02% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 10,090 $370K 0.1% +28 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,003 $363K 0.01% -3,871 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,638 $350K <0.01% +8,834 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,632 $349K 0.01% +215 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,231 $335K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,417 $305K 0.01% +805 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,399 $305K <0.01% -1,748 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,371 $304K <0.01% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,273 $300K 0.03% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,134 $295K 0.04% 0 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 8,000 $290K 0.17% -1,470 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7,743 $281K 0.03% +21 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,669 $278K 0.05% +402 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,617 $276K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,591 $275K <0.01% +238 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,462 $271K <0.01% +2,238 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,351 $267K <0.01% +258 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,267 $264K 0.02% -709 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 7,243 $263K 0.16% +9 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,201 $261K 0.11% -3,240 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,092 $257K 0.04% -960 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,048 $256K 0.01% new 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,047 $256K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,017 $255K 0.01% +19 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,981 $253K 0.02% +547 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,952 $252K <0.01% 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 6,830 $248K 0.03% +15 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,804 $247K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forge Financial Services LLC More: the full row for Forge Financial Services LLC 6,676 $242K 0.02% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,514 $236K 0.03% +19 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 6,356 $231K 0.1% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,350 $230K <0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,329 $230K 0.02% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,168 $224K 0.02% +480 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,731 $223K <0.01% +83 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 6,118 $222K <0.01% new 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 6,064 $220K 0.16% +4 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,926 $215K 0.04% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,872 $213K 0.02% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 5,849 $212K 0.18% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,832 $212K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,776 $209K <0.01% new 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 5,729 $208K 0.05% +15 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,591 $203K <0.01% -899 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 5,564 $202K 0.2% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,357 $194K 0.17% +36 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,096 $185K <0.01% +3,138 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,770 $173K <0.01% -2,820 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,763 $173K <0.01% -7,382 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 4,628 $168K 0.12% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,423 $156K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,138 $150K <0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. 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