ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,563,782 $68.4M +108,006 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,351,947 $59.2M 0.01% +89,130 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 656,349 $28.2M 0.08% +325,928 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 622,405 $27.2M 0.03% +125,882 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 581,318 $25.4M 0.02% +30,926 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/ 550,651 $24.1M <0.01% -29,047 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 503,359 $22M 0.49% -40,618 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 466,911 $20.4M +34,701 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 442,806 $19.4M 0.03% -7,943 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 338,835 $14.8M 0.02% +474 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 330,645 $14.5M <0.01% -3,839 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 266,311 $11.7M <0.01% -46 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 259,010 $11.3M 0.01% -15,340 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 238,197 $10.4M 0.05% +19,634 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 235,610 $10.3M 0.06% -2,015 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 223,623 $9.79M 0.65% -4,879 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 175,443 $7.68M <0.01% +11,805 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 163,857 $7.17M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 155,342 $6.8M 0.02% +33,227 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 137,293 $6.01M <0.01% +3,177 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 124,894 $5.47M 0.6% -741 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 121,785 $5.33M 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 119,445 $5.23M 0.02% +9,452 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 111,608 $4.88M 0.03% -686 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 107,412 $4.7M 0.13% +7,764 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 106,873 $4.68M 1.56% +1,205 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 106,845 $4.68M 0.05% -389 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 104,256 $4.56M 1.98% -536 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 89,497 $3.92M 0.5% -1,172 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 81,910 $3.58M 0.14% -5,206 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,907 $3.5M 0.01% +11,230 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 78,577 $3.44M 1.14% +5,837 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 77,030 $3.37M 0.04% -2,112 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 73,737 $3.23M 0.04% +600 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 73,229 $3.2M 0.03% -1,590 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 70,149 $3.07M 0.16% +10,846 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 70,110 $3.07M <0.01% -58,766 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 66,578 $2.91M 0.6% -53 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 64,107 $2.81M 0.04% +5,899 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 63,748 $2.79M <0.01% -10,889 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 61,677 $2.7M 0.18% -680 13F-HR/A Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 61,018 $2.67M 0.82% +879 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 55,596 $2.43M <0.01% +16,445 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,535 $2.43M 0.03% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 53,000 $2.32M 0.45% +3,284 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 51,141 $2.24M <0.01% -56,550 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. 49,863 $2.18M <0.01% +18 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 49,632 $2.17M 0.07% +4,370 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 48,048 $2.1M 0.02% +6,072 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 47,111 $2.06M 0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,723 $2.04M <0.01% +2,532 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 46,411 $2.03M <0.01% +6,831 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 46,267 $2.02M 0.24% +10,504 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 45,200 $1.98M 0.11% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 44,479 $1.95M 0.01% +4,161 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 42,676 $1.87M 0.02% +22,964 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 42,954 $1.86M <0.01% +4,282 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 42,155 $1.84M 0.08% -315 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 42,048 $1.84M 0.02% -5 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 40,377 $1.77M <0.01% +25,056 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 40,225 $1.76M 1.41% +222 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 36,358 $1.59M 0.51% +1,240 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,327 $1.55M <0.01% +2,837 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 35,229 $1.54M 0.85% +5,126 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 34,587 $1.51M 0.02% +36 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 32,644 $1.43M 0.09% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 32,483 $1.42M 0.05% +94 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,475 $1.42M 0.01% +3,200 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 32,240 $1.41M 0.03% 0 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 30,892 $1.35M 1.12% +14,815 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 30,708 $1.34M 0.03% -14,166 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 28,662 $1.25M 0.05% -1,540 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 28,547 $1.25M 0.02% +704 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 27,973 $1.22M 0.18% -215 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 27,176 $1.19M <0.01% +75 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 27,160 $1.19M 0.01% -2,793 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26,989 $1.18M 0.04% +63 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,152 $1.14M 0.03% +388 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,755 $1.13M <0.01% -45,537 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 25,644 $1.12M 0.03% -799 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,106 $1.05M <0.01% -4,440 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 24,097 $1.05M 0.12% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23,168 $1.01M 0.02% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 22,586 $988K 0.16% +564 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 21,653 $948K 0.21% +1,723 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,028 $920K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,904 $915K 0.02% -16,120 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 20,073 $878K 0.24% +1,496 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 19,783 $866K 0.24% -418 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 18,922 $828K 0.1% -1,934 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,132 $793K <0.01% +1,247 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 17,521 $767K 0.43% +81 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,447 $763K 0.09% +210 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,382 $761K <0.01% 0 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,920 $740K 0.06% +48 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 16,839 $737K 0.5% -2,610 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 16,643 $728K 0.16% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 16,494 $722K 1.5% -106 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,257 $711K <0.01% -227 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 16,258 $711K 0.05% new 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 15,732 $688K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,048 $659K <0.01% -7,139 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,704 $643K 0.01% +13,435 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,598 $639K 0.02% +201 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,212 $622K <0.01% -3,821 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 14,056 $615K 0.24% +146 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,038 $614K 0.02% -890 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 13,846 $606K 0.23% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,397 $586K <0.01% -9 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 13,350 $584K 0.89% +1,093 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,229 $579K <0.01% +2,278 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,923 $564K <0.01% -800 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 12,890 $564K 0.29% +270 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,830 $561K <0.01% +6,405 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,632 $548K +7,616 Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,939 $522K 0.1% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,831 $518K <0.01% +6,676 13F-HR/A Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 11,780 $516K 0.13% +141 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,357 $497K <0.01% -26,394 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,321 $495K 0.01% -943 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,202 $490K 0.01% -557 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,878 $476K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,866 $476K 0.01% -589 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,710 $469K 0.05% +215 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 10,611 $464K 0.04% -403 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,585 $463K 0.08% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 10,362 $453K 0.12% -1,222 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 10,362 $453K 0.25% -3,529 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,236 $448K 0.05% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,091 $442K 0.01% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,895 $433K 0.06% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,754 $427K 0.03% +1,066 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,474 $414K 0.09% -26 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 9,410 $412K 0.1% -134 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,372 $410K <0.01% +993 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,303 $407K 0.03% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 8,987 $393K 0.29% +824 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 8,960 $393K 0.06% +11 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,928 $391K 0.01% -795 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,878 $388K 0.02% -10 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,596 $376K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,516 $373K <0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,516 $373K 0.04% -563 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,318 $364K 0.02% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,295 $363K 0.04% -163 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,259 $361K 0.15% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,179 $358K 0.09% -92 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 7,680 $336K 0.32% +1,114 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 7,617 $333K 0.19% +111 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,531 $330K <0.01% -147 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 7,516 $329K 0.4% +1,241 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 7,285 $319K 0.21% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,184 $315K 0.03% +9 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,192 $315K 0.01% 0 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,148 $313K 0.04% -653 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,962 $305K 0.02% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,151 $302K 0.01% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,604 $289K 0.06% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,545 $286K 0.01% +615 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,475 $283K 0.01% -699 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,504 $282K <0.01% -438 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,377 $279K 0.03% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,484 $279K 0.06% +58 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,329 $277K 0.01% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,294 $275K 0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,215 $272K 0.08% -35 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,146 $269K <0.01% +4,829 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,040 $264K <0.01% -47 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,028 $264K <0.01% -633 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,993 $262K 0.01% -228 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 5,753 $252K 0.08% -549 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,735 $251K 0.03% +68 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,706 $250K 0.23% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,482 $240K <0.01% new 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,281 $231K 0.06% -9 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,280 $231K 0.05% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,213 $228K 0.01% +1 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,079 $222K 0.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,089 $222K <0.01% -1,241 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,906 $215K 0.07% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,862 $213K 0.02% -543 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,709 $206K 0.05% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,632 $203K 0.01% -2,363 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 4,575 $200K 0.09% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,784 $195K 0.17% +386 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,387 $192K <0.01% +67 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,084 $179K <0.01% -529 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,936 $172K 0.02% -191 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,877 $170K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. 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