MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 701,720 $127M 0.01% +36,570 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 566,742 $103M 0.02% +31,100 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 494,755 $89.6M 0.02% +8,510 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/ 382,241 $69.2M <0.01% -10,390 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 289,260 $52.3M 0.01% +17,483 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 229,307 $41.5M 0.08% +43,328 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 212,440 $38.5M 3.13% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 209,652 $38M 0.06% +42,167 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 206,706 $37.4M 0.02% +224 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 188,211 $34.1M -21,034 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 169,965 $30.8M 0.3% -8,733 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 161,492 $29.3M 0.15% -2,026 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 129,390 $23.4M 4.97% +1,001 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 109,537 $20.2M 0.03% +11,869 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 85,849 $15.6M 0.03% +17,810 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 80,558 $14.6M 6.37% -2,231 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 79,819 $14.5M 3.83% -4,314 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 79,751 $14.4M 0.38% -3,242 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 73,905 $13.4M 0.43% +15,530 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 72,759 $13.2M <0.01% -9,285 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 71,954 $13M 0.02% +8,492 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 66,269 $12M <0.01% -3,253 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,662 $11.9M 0.03% +21,032 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 62,781 $11.4M 2.61% +924 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 62,162 $11.3M 0.01% +1,920 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 61,866 $11.2M 0.05% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,804 $11M 0.01% +21,303 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 60,183 $10.9M +15,681 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,146 $10.7M 0.38% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 56,682 $10.3M 0.76% +2,856 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 48,896 $8.86M 0.04% +2,622 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 48,878 $8.85M 3.65% +329 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 48,619 $8.81M 1.73% +299 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 45,792 $8.3M 2.19% +659 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 44,421 $8.05M 0.13% -1,142 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 44,257 $8.02M 2.22% +4,019 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 39,071 $7.08M 0.01% +564 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 36,599 $6.63M -1,399 Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 35,820 $6.49M 0.01% +13,000 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 34,352 $6.27M <0.01% +5,651 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,477 $6.06M <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 32,827 $5.95M 0.19% +553 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,926 $5.78M 0.01% +9,083 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 31,819 $5.76M 0.01% -961 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 30,736 $5.57M 0.18% +1,261 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 28,274 $5.12M <0.01% -2,962 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 27,933 $5.06M 2% -10,861 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 26,235 $4.75M 0.53% +3,271 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,688 $4.65M 0.07% +6,946 13F-HR Timeline Castellan Group More: the full row for Castellan Group 25,490 $4.62M 0.51% +2,608 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,650 $3.56M <0.01% -4,031 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 18,082 $3.27M 0.38% +861 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 17,569 $3.18M 2.07% -442,451 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,426 $3.16M 0.03% +646 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 16,248 $2.94M 2.11% -6,802 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,804 $2.86M 0.01% +213 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,670 $2.84M 0.05% -283 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 15,101 $2.74M 0.33% +3,539 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 15,007 $2.72M 0.61% +442 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,924 $2.7M 0.01% +4,346 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,873 $2.69M <0.01% +191 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 14,400 $2.61M 0.23% +318 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,116 $2.56M 0.03% +3,218 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,735 $2.31M 0.31% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,454 $2.26M 0.01% +1,145 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,333 $2.23M 0.37% -200 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 11,919 $2.16M 1.05% +1,699 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,178 $2.02M <0.01% -54,054 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,783 $1.95M 0.01% +7,763 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,463 $1.9M <0.01% +1,983 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,404 $1.88M 0.07% +9,004 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,381 $1.88M 0.04% +4,138 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,291 $1.86M 0.04% +2,527 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,823 $1.78M 0.03% +538 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,335 $1.69M 0.01% +8 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,702 $1.6M 0.35% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 8,112 $1.47M 1.43% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,092 $1.47M 0.02% -30 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 7,920 $1.43M 0.56% -458 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,834 $1.42M 0.01% +542 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 7,815 $1.42M 0.92% +1,391 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 7,265 $1.32M 0.77% -3,298 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,215 $1.31M <0.01% +792 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 6,519 $1.18M 0.01% -291 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,209 $1.12M 0.07% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,117 $1.11M 0.01% -1,939 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,959 $1.08M 0.01% -1,581 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,576 $1.02M +3,240 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,405 $979K 0.01% -820 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,145 $932K 0.03% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,081 $920K 0.05% -41,673 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,074 $919K 0.26% +192 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 5,062 $917K 0.41% -8 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,057 $916K 0.23% -8 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,941 $895K 0.21% -20,958 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 4,684 $849K 0.51% -54 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,674 $847K 0.22% +69 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,498 $815K 0.07% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,390 $795K 0.01% -130 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,065 $736K 0.01% -67 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,908 $711K 0.07% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,877 $702K 0.21% +310 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,780 $685K 0.59% -95 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,764 $682K 0.01% +1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,726 $675K <0.01% +788 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,300 $598K 0.4% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,286 $595K 0.19% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,273 $593K <0.01% -416 13F-HR/A Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,260 $591K 0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,198 $579K <0.01% +1,665 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,161 $573K 0.18% -1,896 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,146 $569K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,107 $563K 0.01% -260 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,063 $555K 0.21% -375 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,045 $552K 0.04% +150 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,035 $550K 0.05% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,027 $548K 0.03% +308 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,990 $542K <0.01% 0 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,854 $517K 0.02% -11,113 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,798 $507K <0.01% -109 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,768 $501K 0.12% -197 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,731 $495K <0.01% -862 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,660 $482K 0.2% +172 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,638 $478K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,587 $469K <0.01% +387 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,587 $469K 0.35% +387 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,582 $468K 0.1% -30 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,508 $454K 0.01% +732 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,485 $450K 0.02% +1,399 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,466 $447K 0.01% -413 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,458 $445K 0.01% +436 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,425 $439K 0.36% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,400 $435K 0.02% 0 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,369 $429K 0.29% -377 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,367 $429K 0.01% -1,819 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,362 $428K 0.01% +337 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,349 $426K 0.11% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,200 $399K 0.03% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,141 $388K 0.15% +120 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,100 $380K 0.12% -500 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,067 $374K 0.01% +285 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,062 $374K <0.01% -335 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,037 $369K <0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,010 $364K 0.05% +2 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,959 $355K 0.02% +62 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,928 $349K 0.11% -111 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,882 $341K 0.04% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,880 $341K 0.14% +279 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,861 $337K <0.01% +63 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,843 $334K 0.02% -481 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,734 $314K 0.01% +101 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,720 $312K 0.11% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,706 $309K <0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,706 $309K <0.01% +551 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,687 $306K <0.01% 0 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,661 $301K 0.04% -175 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,661 $301K 0.01% -77 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,653 $299K <0.01% +184 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,611 $292K 0.12% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,596 $289K <0.01% +8 13F-HR Timeline Group Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,591 $288K 0.16% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,577 $286K 0.02% -248 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,558 $282K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,540 $279K 0.04% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,472 $267K 0.01% +100 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,457 $264K 0.01% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,420 $257K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,419 $257K 0.01% -56 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,416 $257K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,412 $256K <0.01% -533 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 1,395 $253K 0.03% -2,831 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,371 $248K 0.04% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,362 $247K 0.01% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,337 $242K 0.08% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,334 $242K <0.01% +412 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,322 $239K 0.02% -8 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,083 $236K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,295 $234K <0.01% +1,078 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,289 $234K <0.01% -43 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,222 $221K 0.01% +43 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,208 $219K 0.03% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,203 $218K <0.01% -40 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 1,179 $214K <0.01% +11 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,146 $208K 0.15% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,143 $207K 0.02% -60 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,088 $207K 0.01% new 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,139 $206K 0.03% 0 13F-HR Timeline Family Investment Center, Inc. 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