VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 8,634,000 $324M 2.74% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,075,913 $265M 0.05% +6,876,302 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,848,829 $257M 0.07% +707,485 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,118,699 $229M 0.64% -224,892 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,020,193 $151M 0.21% -121,560 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,832,606 $144M 0.04% +1,065,295 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,887,325 $108M 0.03% +1,551,608 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,529,834 $57.4M +727,531 Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,273,476 $47.7M 14.33% -37,260 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,253,764 $47M 0.05% +679,248 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 759,581 $28.5M 0.02% +80,114 13F-HR Timeline Group Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 670,802 $25.1M 12.5% +24,033 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 593,562 $21.4M <0.01% +89,410 13F-HR/A Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 540,723 $20.3M 2.26% +540,060 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 528,425 $19.8M 0.05% +67,179 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 517,994 $19.4M 0.04% -115,352 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 491,120 $18.4M <0.01% +14,864 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 475,224 $17.8M 0.03% -225,004 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 456,159 $17.1M 2.53% +28,945 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 396,798 $14.9M 7.38% +21,989 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 392,352 $14.7M 0.17% +81,215 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 383,558 $14.5M 1.68% -4,151 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 310,594 $11.6M 0.17% +72,456 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 304,993 $11.4M 0.14% +93,870 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 274,425 $10.3M 0.03% +31,386 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 269,710 $10.1M 0.16% -31,091 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 257,703 $9.66M 1.28% new 13F-HR Timeline 46 Peaks LLC More: the full row for 46 Peaks LLC 254,954 $9.56M 6.96% +20,466 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 221,019 $8.29M 0.04% +41,957 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 191,167 $7.17M 5.12% +23,152 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 173,832 $6.52M 0.05% +13,753 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 172,510 $6.47M 0.07% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 168,708 $6.09M 0.39% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 156,034 $5.85M 0.01% +142,057 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 138,502 $5.19M 0.02% -84,100 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 129,480 $4.85M 0.04% +86,086 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 128,140 $4.85M 0.05% +20,443 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 124,886 $4.68M 3.17% +10,462 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 125,041 $4.63M 1.99% -28,263 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 117,407 $4.4M 2.85% +16,448 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 108,113 $4.05M 0.45% +13,103 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 98,501 $3.69M 0.02% -14,961 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 95,259 $3.57M 0.75% +625 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 87,962 $3.3M <0.01% -85,870 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 82,231 $3.08M 1.32% +2,194 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 80,527 $3.02M 0.01% +7,030 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 71,671 $2.69M 0.12% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 70,391 $2.64M 0.01% +18,605 13F-HR/A Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 66,793 $2.5M 1.28% +8,542 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 51,214 $1.92M 1.25% -1,414 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 49,556 $1.86M <0.01% -11,118 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47,404 $1.78M 0.03% +8,499 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 47,204 $1.77M 0.28% -6,025 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 46,445 $1.74M <0.01% +16,013 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 41,908 $1.57M 0.47% +3,660 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 41,008 $1.54M 0.88% -3,027 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 38,710 $1.45M 0.13% -163 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 37,776 $1.42M 0.86% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 37,748 $1.42M <0.01% +14,957 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,592 $1.37M <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,376 $1.36M +7,825 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 35,482 $1.33M <0.01% -15,264 13F-HR Timeline Group Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 34,766 $1.3M 0.93% -675 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34,585 $1.3M 0.08% -5,920 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/ 32,988 $1.24M <0.01% -31,073 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,296 $1.21M <0.01% +7,699 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 29,768 $1.12M <0.01% +283 13F-HR Timeline Group Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 28,844 $1.08M 0.9% +264 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 28,528 $1.07M 0.07% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,189 $1.06M 0.08% -14,830 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 27,375 $1.03M 0.94% +300 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 26,444 $991K 0.65% +635 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 25,701 $964K 0.14% +4,206 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 25,648 $962K 0.4% +6,596 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 25,090 $941K 0.1% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 23,835 $894K 0.16% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,067 $865K <0.01% +17,607 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 22,591 $847K 0.01% -976 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 20,830 $781K 0.66% +121 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 20,742 $778K 0.06% new 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 20,733 $777K 0.73% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,380 $764K 0.02% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 20,222 $758K 0.09% -589 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 19,360 $726K 0.45% +253 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 19,271 $722K 0.72% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 18,507 $694K 0.45% +660 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,213 $683K 0.01% -60,506 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,170 $681K 0.03% +11,982 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 18,123 $679K 0.33% -1,243 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 18,037 $676K 0.1% +7,496 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 17,404 $652K 0.56% -349 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 17,010 $638K 0.05% -1,209 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 16,663 $625K 0.34% +10,608 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,561 $621K <0.01% -408 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,538 $620K 0.01% -997 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,219 $608K <0.01% +2,731 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,477 $604K <0.01% -1,015,013 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,554 $583K 0.02% -463 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 15,456 $579K 0.29% +1,010 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,388 $577K 0.01% +3,701 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,082 $570K <0.01% -9,780 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,222 $551K 0.09% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14,586 $547K 0.04% +11 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 14,121 $529K 0.1% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,504 $506K <0.01% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 12,675 $475K 0.08% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,459 $467K <0.01% +1 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,415 $465K 0.02% +847 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,120 $454K <0.01% -5,504 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,956 $448K 0.01% -61,780 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 11,706 $439K 0.1% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 11,621 $436K 0.12% -1,036 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,606 $435K <0.01% +5,034 13F-HR Timeline Group FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 11,595 $435K 0.29% -545 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,552 $433K 0.04% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,533 $432K 0.07% +4 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 11,452 $429K +4,852 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,390 $427K 0.03% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,217 $421K 0.02% +6 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,188 $419K 0.02% -14 13F-HR Timeline Security National Bank More: the full row for Security National Bank 11,056 $414K 0.06% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,822 $406K 0.03% +10 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 10,695 $401K 0.13% +9 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,352 $388K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 10,021 $376K 0.02% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,012 $375K <0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,011 $375K <0.01% +9 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,005 $375K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,340 $350K 0.01% -47 13F-HR/A Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,337 $350K 0.01% -1,265 13F-HR Timeline CLG LLC More: the full row for CLG LLC 9,140 $343K 0.09% +521 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,764 $329K 0.03% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,762 $328K 0.12% -300 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 8,724 $327K 0.02% +4,395 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 8,511 $319K 0.11% +1,809 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 8,272 $310K 0.15% +6 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,971 $299K 0.02% +1,029 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 7,852 $294K 0.04% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,677 $288K 0.01% -620 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 7,660 $287K 0.03% -318 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,645 $287K 0.02% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 7,582 $284K 0.12% +14 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,502 $281K <0.01% -12,665 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,499 $281K 0.01% 0 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,097 $277K 0.08% +7 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,323 $275K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,253 $272K 0.01% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,227 $271K 0.05% +1,198 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,176 $269K 0.04% +6 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,992 $262K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,983 $262K <0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,959 $261K 0.05% -3,487 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,768 $254K 0.02% +2,912 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,682 $251K 0.01% +300 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,614 $248K 0.01% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,516 $244K 0.06% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,499 $244K 0.03% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,493 $243K <0.01% +382 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,247 $237K 0.01% -4,091 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,301 $236K <0.01% -856 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,949 $223K <0.01% -1,174 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,819 $218K <0.01% +3 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,796 $217K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5,777 $217K 0.1% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,769 $216K 0.14% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,756 $216K <0.01% +667 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,700 $214K 0.02% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,707 $213K 0.06% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,645 $212K 0.03% -4,858 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,427 $203K 0.01% +5 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 5,348 $200K 0.19% -1,390 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,347 $200K <0.01% new 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,037 $189K <0.01% -122 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,907 $184K 0.1% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,470 $168K 0.11% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,212 $158K <0.01% +1,178 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,014 $150K <0.01% -73 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,379 $127K <0.01% +3,309 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,264 $122K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,103 $116K <0.01% -166 13F-HR Timeline Portfolio Resources Advisor Group, Inc. 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