FMR LLC in group FMR LLC More: the full row for FMR LLC 26,988,815 $1.03B 0.05% -158,597 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,033,120 $229M 0.05% +1,937,952 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,124,645 $195M 0.05% +838,259 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,749,748 $142M 0.09% +518,786 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,113,064 $118M 1.37% +2,745,327 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,792,321 $106M +2,783,863 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,331,165 $88.6M 0.03% +931,354 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,244,419 $85.3M 0.12% +19,083 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,132,405 $81M 0.02% +525,804 13F-HR/A Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,065,365 $78.5M +1,088,682 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,962,108 $74.6M 0.08% +625,917 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,810,612 $68.8M 0.6% +29,623 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,833,593 $67.5M <0.01% -12,346 13F-HR/A Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,750,838 $66.5M 1.75% -16,362 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,404,752 $53.4M 0.45% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,338,806 $50.9M 0.07% +552,279 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,321,302 $50.2M <0.01% +541,555 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,220,056 $46.4M 0.01% +286,625 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,060,363 $40.3M 0.01% +284,784 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 923,152 $35.1M 1.69% +19,377 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/ 871,856 $33.1M <0.01% +645,168 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 860,278 $32.7M 0.09% +4,799 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 841,857 $32M 0.84% +27,224 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 758,360 $28.8M +273,926 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 727,780 $27.7M 0.99% +666,885 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 429,616 $16.3M 2.11% new 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 412,569 $15.7M 1.58% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 377,214 $14.3M 0.02% +193,003 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 360,173 $13.7M 1.66% +59,345 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 357,112 $13.6M 0.01% +89,626 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 330,362 $12.6M 3.24% -22,805 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 326,752 $12.4M 0.52% new 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 321,361 $12.2M 4.54% -6,948 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 314,436 $11.9M 0.67% +105,492 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 306,710 $11.7M 7.17% +38,537 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 281,068 $10.7M 3.73% +73,564 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 269,165 $10.2M 4.96% +10,377 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 237,178 $9.01M 0.02% +60,085 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 234,700 $8.92M 0.16% +22,754 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 212,154 $8.06M 0.17% +50,181 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 209,694 $7.97M 0.36% +19,907 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 198,331 $7.54M 4.39% -4,533 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 176,088 $6.69M 1.84% +18,412 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 169,186 $6.43M 1.04% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 157,192 $6.11M 3.09% +13,621 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 160,425 $6.1M 5.81% -4,378 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 159,792 $6.07M 1.47% +8,383 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 154,009 $5.85M <0.01% +102,693 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151,712 $5.77M 0.01% +151,449 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 150,039 $5.7M 0.97% +6,578 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 145,081 $5.48M 0.04% +27,523 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 142,132 $5.4M 1.82% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 140,061 $5.32M 0.01% +15,085 13F-HR Timeline Group 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 139,293 $5.29M <0.01% +28,858 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 137,672 $5.23M 0.4% -9,863 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 135,162 $5.14M 0.06% -2,621 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 131,354 $4.99M 2.47% +5,791 13F-HR Timeline CROBAN More: the full row for CROBAN 130,070 $4.94M 2.33% +9,803 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 129,933 $4.94M 0.05% +9,526 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 128,192 $4.87M 0.1% +38,436 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 121,321 $4.61M 0.51% +26,698 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 120,995 $4.6M 0.02% +5,749 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 119,627 $4.55M 0.8% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 117,289 $4.46M 1.88% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 111,093 $4.22M 1.52% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 110,681 $4.21M 0.31% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 109,449 $4.16M 1.73% +30,184 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 105,938 $4.03M 0.01% +6,440 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 105,302 $4M 0.72% +3,196 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 103,654 $3.94M 1.45% +13,978 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 87,984 $3.34M 2.22% +54 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 80,258 $3.05M 0.02% +22,393 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 78,873 $3M 0.95% +29,840 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 75,285 $2.86M 1.39% +13,300 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 70,647 $2.68M 0.03% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 68,877 $2.62M 0.17% +58,726 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 68,367 $2.6M 0.01% -1,292 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 68,321 $2.6M 1.78% +6,966 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,651 $2.59M 0.02% +16,378 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 66,996 $2.46M 0.09% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 63,817 $2.43M 0.09% +6,106 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 63,688 $2.42M 0.27% +6,586 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 58,076 $2.21M 0.11% +5,843 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 57,407 $2.18M 0.29% +30,723 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 56,923 $2.16M 0.03% +27,131 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 56,615 $2.15M 0.02% +46,819 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 55,959 $2.13M 0.49% -1,759 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 55,904 $2.12M 0.91% +3,644 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 54,530 $2.07M 0.61% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 51,016 $1.94M 0.67% +4,041 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 50,536 $1.92M <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 47,818 $1.82M <0.01% +34,738 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 45,651 $1.73M 0.29% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 44,051 $1.67M 1.04% +13,640 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,253 $1.53M 0.02% +4,477 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 39,601 $1.5M 0.01% +24,071 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 39,599 $1.5M 0.06% +7,150 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 38,538 $1.46M 0.95% -383 13F-HR Timeline CLG LLC More: the full row for CLG LLC 38,512 $1.46M 0.36% +6,299 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 38,049 $1.46M 0.08% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 37,319 $1.42M 0.92% +317 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 33,110 $1.36M 0.34% +17,291 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 34,036 $1.3M <0.01% -23 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 34,114 $1.3M 0.48% -1,104 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,251 $1.26M 0.07% +11,275 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 32,322 $1.23M 0.23% +10,789 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 32,196 $1.22M 0.21% +942 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 30,193 $1.15M 0.53% +2,125 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 28,403 $1.08M <0.01% -1,723 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 28,402 $1.08M 0.01% +6,881 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 27,288 $1.04M 0.23% +9,749 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 26,969 $1.02M 0.38% -4,625 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 25,885 $984K 0.39% +10,104 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 25,538 $970K 0.01% -1,908 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 24,186 $919K 0.18% +16,774 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 24,172 $919K 0.56% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 23,773 $903K 0.3% +2,099 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 23,392 $889K 0.17% +3,420 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,205 $882K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,424 $852K 0.03% +3,062 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 21,639 $822K 0.11% +15,943 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,329 $810K 0.01% -302,291 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 21,319 $810K 0.16% +14,008 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,914 $757K 0.08% +13,190 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,591 $744K 0.02% +17,329 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 18,995 $722K 0.48% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18,141 $689K 0.63% +3,511 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,731 $636K 0.02% -19,263 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 16,459 $625K 0.13% -257 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 16,266 $618K 0.15% +5,059 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,109 $612K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,493 $589K <0.01% +4,417 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,040 $572K 0.12% +473 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 14,730 $560K 0.02% -2,999 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,716 $559K 0.06% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,459 $549K 0.05% new 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 14,412 $544K 0.33% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,172 $539K 0.05% -170 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 13,887 $528K 0.01% +3,949 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,563 $515K <0.01% +11,378 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 13,469 $512K 0.22% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 13,445 $511K 0.08% -64 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 13,347 $507K 0.14% +645 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 13,039 $495K 0.48% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,618 $487K <0.01% -10,948 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,558 $477K 0.01% -1,533 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 12,098 $460K 0.13% +2 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,989 $456K 0.03% +4,532 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,953 $454K 0.03% -14,906 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 10,850 $412K 0.18% +2,550 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 10,691 $406K 0.09% +782 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 10,659 $405K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curi Capital, LLC More: the full row for Curi Capital, LLC 10,530 $400K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,250 $390K 0.14% +1,150 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 9,984 $377K 0.04% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,450 $359K 0.02% -578 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,360 $356K 0.03% +4,000 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 8,712 $331K 0.06% +2,903 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,609 $327K <0.01% 0 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,104 $314K 0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,099 $308K 0.04% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,918 $301K 0.02% +1,436 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,716 $293K 0.12% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,468 $284K 0.05% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,036 $267K <0.01% new 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,005 $266K 0.14% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,814 $259K 0.03% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,779 $258K 0.1% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,440 $245K 0.01% -1,301 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 5,897 $224K 0.19% +3,943 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,847 $222K 0.03% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,624 $214K 0.06% +13 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,500 $209K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,474 $208K <0.01% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,351 $203K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,015 $191K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,831 $146K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,700 $141K 0.1% +1,200 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,713 $103K <0.01% +973 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,250 $85.5K <0.01% +2,237 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,211 $46K <0.01% +3 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,111 $42.2K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 863 $32.8K <0.01% +858 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 822 $31.2K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 742 $28.2K <0.01% +42 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 702 $26.7K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 683 $25.9K <0.01% +275 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 574 $21.8K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 549 $20K <0.01% -106 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 524 $19.9K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 442 $19.7K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 462 $17.6K <0.01% +244 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 451 $17.2K <0.01% -7 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 299 $11.4K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 245 $9.31K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 191 $7.25K <0.01% +1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190 $7.09K <0.01% new 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 170 $6.46K <0.01% 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 96 $4K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 92 $3.5K <0.01% 0 13F-HR Timeline