BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,717,339 $804M 0.07% +5,845,270 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,397,904 $174M 0.22% +149,363 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,777,768 $142M 0.01% +994,885 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,717,156 $87.9M 0.07% +76,501 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,696,780 $86.8M 0.02% +17,896 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,490,481 $76.3M -333,312 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,351,929 $69.2M <0.01% +80,379 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,200,224 $61.4M 1.9% +11,003 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,163,225 $59.5M 0.16% +53,365 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 973,257 $49.8M 0.07% +22,743 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 950,000 $48.6M 6.97% new 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 812,700 $41.6M 1.48% +163,700 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 796,673 $40.8M 0.01% -90,831 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 765,074 $39.2M 0.01% -98,945 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 718,628 $36.8M 0.01% +40,020 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 663,868 $34M 0.11% -9,470 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 568,192 $29.1M -265,531 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 494,075 $25.3M 0.19% +21,890 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 467,955 $23.9M 0.14% +368,926 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 458,264 $23.5M 0.01% +14,103 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 410,905 $21M 0.01% -4,079 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 409,876 $21M 0.35% -138,876 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 369,714 $18.9M <0.01% -1,457 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 329,849 $16.9M 0.6% +991 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 278,500 $14.3M 0.01% -18,900 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 240,951 $12.3M 0.02% +195,254 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 212,838 $10.9M <0.01% +16,051 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 201,953 $10.3M 0.12% +166,373 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 200,592 $10.3M 0.03% -15,218 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 192,399 $9.85M 0.02% +3,531 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 191,556 $9.8M 1.42% +449 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 184,540 $9.44M 0.63% -16,371 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 183,445 $9.39M 0.04% +5,006 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 182,784 $9.35M 0.1% +5,023 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 179,139 $9.17M 0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 165,830 $8.49M 0.02% +13,928 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 163,287 $8.36M 0.01% +1,878 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 143,389 $7.34M 0.07% -23,138 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 142,730 $7.3M 0.01% +3,317 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 127,416 $6.52M -140,010 Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 116,459 $5.96M 0.02% -29,637 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 112,732 $5.77M 0.15% -6,186 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 109,176 $5.59M 0.57% +7,504 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 107,363 $5.49M 0.08% +75,164 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 105,703 $5.41M 2.1% +6,661 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 100,747 $5.16M 0.01% -34,455 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 97,088 $4.97M 0.33% -18,694 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 96,191 $4.92M 0.32% -22,239 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 94,564 $4.84M 0.39% -14,284 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 87,806 $4.49M 0.78% -16,165 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 87,491 $4.48M 0.25% +10,360 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. 85,058 $4.35M 0.09% +617 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 84,045 $4.3M 0.01% -5,673 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 85,008 $4.24M 0.24% +78,329 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 81,036 $4.15M -6,397 Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 80,466 $4.12M <0.01% -248 13F-HR/A Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 77,445 $3.96M 0.53% +3,976 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 73,604 $3.77M 0.16% -2,262 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 72,362 $3.7M 0.22% +6,756 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 69,850 $3.57M 0.44% +808 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 66,241 $3.39M 0.05% -251 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 65,980 $3.38M 1.16% +4,472 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 63,851 $3.27M 0.74% -970 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 63,648 $3.26M 0.02% -56,840 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 62,135 $3.18M 0.01% -7,290 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 61,190 $3.13M 0.02% -99,972 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 57,542 $2.95M 0.24% -959 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 57,298 $2.93M 0.03% -1,654 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 56,946 $2.91M 0.01% +11,935 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 54,945 $2.81M 0.03% -201 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 50,918 $2.61M <0.01% -81,425 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 48,868 $2.5M 0.29% -89 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,600 $2.49M 0.03% +197 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 48,142 $2.46M 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 47,500 $2.43M 0.03% +4,170 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 47,000 $2.41M <0.01% +19,000 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 46,384 $2.37M <0.01% +804 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 45,474 $2.33M 0.44% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 45,437 $2.33M 0.95% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 45,304 $2.32M 1.21% -1,407 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 42,923 $2.2M 0.03% +2,831 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,506 $2.12M <0.01% -365 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 40,989 $2.1M 0.03% +532 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,904 $2.09M 0.01% -14,008 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 39,325 $2.01M 0.06% +29,907 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 39,108 $2M 0.03% +3,593 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 38,772 $1.98M 0.6% +1,354 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 38,178 $1.95M 0.39% -181 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 36,716 $1.88M <0.01% -693 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 36,528 $1.87M 0.7% +9,839 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 37,028 $1.82M 0.09% +2,672 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 34,938 $1.79M 0.4% -30,730 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,223 $1.75M <0.01% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 34,223 $1.75M 0.93% -2,702 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 33,820 $1.73M 0.13% -233,236 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 32,868 $1.68M 0.07% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 32,336 $1.66M 0.02% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30,842 $1.58M 2.07% +1,502 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 30,112 $1.54M -355 Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 29,408 $1.51M 0.29% +959 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 29,000 $1.48M 0.01% 0 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 28,721 $1.47M 1.44% -1,038 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 28,677 $1.47M 0.31% +2,578 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,401 $1.4M <0.01% -180 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 26,937 $1.38M <0.01% -12,427 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 26,571 $1.36M 0.07% +3,622 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,479 $1.36M 0.01% +442 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 26,379 $1.35M 0.48% +1,201 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,774 $1.32M 0.1% +1,727 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,246 $1.29M 0.08% -44,721 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 24,900 $1.28M +17,720 Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 24,902 $1.27M 1.05% +8,026 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 24,988 $1.24M 0.66% -1,804 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,867 $1.22M <0.01% +4,706 13F-HR/A Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 22,874 $1.17M 0.12% +2,892 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 23,363 $1.17M 0.07% +646 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 22,722 $1.16M 0.05% -2,272 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 22,508 $1.15M 0.04% -83 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 21,956 $1.12M 0.43% +508 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,286 $1.09M <0.01% +1,000 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 21,145 $1.08M 1.01% +9 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,960 $1.07M 0.03% +312 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 20,729 $1.06M 0.09% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,319 $1.04M 0.08% new 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 20,213 $1.03M 0.32% +8,610 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,205 $1.03M <0.01% -394 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 20,000 $1.02M <0.01% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 19,960 $1.02M 0.29% +1,440 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,843 $1.02M 0.01% -3,927 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 19,546 $1M 0.31% new 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 19,172 $984K 0.42% -36 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 19,198 $983K 0.33% +1,227 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 18,970 $971K 0.03% +1,686 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,882 $966K 0.03% -233 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,735 $959K 0.01% +2,570 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18,726 $958K <0.01% -35,539 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 18,678 $956K 0.23% -1,181 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 18,076 $925K 0.1% -500 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 18,630 $921K 0.9% +652 13F-HR Timeline Friday Financial More: the full row for Friday Financial 17,785 $909K 0.54% -4,897 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 17,350 $888K 0.44% +942 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,855 $868K 0.52% -4,906 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,925 $866K 0.07% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 16,880 $864K 0.29% -330 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,633 $863K <0.01% -9,142 13F-HR/A Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,831 $861K 0.05% -251 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,743 $857K 0.01% +376 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 16,673 $853K 0.08% +988 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 16,560 $848K 0.12% -1,346 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,375 $838K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16,255 $832K 0.09% -3,925 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,579 $797K <0.01% -856 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,246 $780K <0.01% -376 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,963 $766K 0.01% -285 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 14,723 $754K 0.28% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,713 $753K 0.32% -213 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,676 $751K 0.08% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,305 $732K 0.33% +12 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,970 $715K 0.15% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 13,715 $702K 0.23% +96 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,704 $701K <0.01% +2,192 13F-HR Timeline Group ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 13,564 $694K 0.63% 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 13,414 $687K 0.22% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,232 $677K 0.01% -5 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,232 $677K 0.01% -5 13F-HR/A Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,213 $676K 0.28% -677 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,945 $663K 0.02% -182,993 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 12,545 $642K 0.04% +686 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,870 $608K <0.01% -233 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,847 $606K 0.01% new 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 11,754 $602K 0.13% +1,692 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,729 $600K 0.04% -5,681 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,722 $600K 0.02% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,540 $591K <0.01% +400 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,540 $591K 0.18% -1,005 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,465 $587K 0.04% +6,675 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 11,226 $575K 0.13% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,151 $571K 0.04% -100 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,008 $563K <0.01% +760 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,972 $562K <0.01% -476 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,775 $551K 0.31% +6,075 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,511 $538K 0.02% +4,436 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,351 $530K 0.02% -1,574 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,103 $517K 0.01% -898 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,080 $516K 0.01% +2,199 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 10,022 $513K 0.06% +4,310 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Security National Bank More: the full row for Security National Bank 10,000 $512K 0.1% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,938 $509K 0.01% -206 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,827 $503K 0.02% +697 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,798 $501K 0.02% +867 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,642 $493K 0.05% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,585 $491K 0.07% -446 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,200 $471K 0.02% -125 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,004 $463K 0.03% +10 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 9,028 $462K 0.04% -102,832 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,920 $457K 0.01% -35,660 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,917 $456K 0.08% -17,225 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,650 $443K 0.01% -1,434 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 8,603 $440K 0.53% 0 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 8,717 $437K 0.17% +68 13F-HR Timeline