RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,382,633 $188M 0.05% +529,680 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,665,742 $170M 0.01% +2,215,087 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,651,840 $169M 0.15% -173,318 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,207,536 $158M 0.03% +321,030 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,132,087 $131M 0.01% +39,104 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,987,711 $127M 0.01% -503,907 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,643,495 $118M 0.01% +1,925,547 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,522,574 $89.6M 0.02% +202,270 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 1,833,609 $46.6M 1.11% +187,970 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,678,899 $42.7M 0.56% +4,974 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,646,129 $41.9M 1.04% -35,470 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,624,232 $41.3M 0.05% +206,897 13F-HR/A Timeline 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 1,603,453 $40.8M 0.01% +309,053 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,489,159 $37.9M 0.01% -27,390 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,217,294 $31M <0.01% -1,865 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,175,515 $29.9M 0.03% +413,107 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,140,316 $29M 0.01% -394,569 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,137,661 $28.9M 3.01% +48,713 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 992,182 $25.2M 4.49% +896,806 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 848,826 $21.6M 1.04% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 812,251 $20.7M <0.01% -189,765 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 727,550 $18.5M 0.14% +113,498 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 578,550 $14.7M 0.01% -76,222 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 566,641 $14.4M 0.07% +15,641 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 563,102 $14.3M 0.73% +871 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 527,044 $13.4M -15,069 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 517,732 $13.2M 0.3% +26,058 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 517,017 $13.2M 0.01% -15,164 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 459,750 $11.7M 0.01% +434,873 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 456,225 $11.6M 1.29% -73,450 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 446,136 $11.3M 0.01% +27,580 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 402,457 $10.2M 0.05% +129,161 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 400,105 $10.2M 1.54% -5,212 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 374,419 $9.53M 0.74% +14,299 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 370,616 $9.43M 0.34% +6,352 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 357,483 $9.09M 0.71% +36,091 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 354,391 $9.02M 0.18% +22,198 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 338,318 $8.61M 0.05% -7,763 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 337,256 $8.58M 0.14% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 330,455 $8.41M 0.13% -31,824 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 330,291 $8.4M 0.16% +31,182 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 326,644 $8.31M -15,628 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 320,863 $8.16M 0.01% +3,657 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 315,868 $8.04M <0.01% -15,358 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 313,162 $7.97M 0.17% +86,892 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 297,113 $7.56M 0.06% +6,198 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 290,252 $7.37M <0.01% +26,160 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 287,712 $7.29M 0.04% -577,895 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 278,045 $7.07M 0.04% +32,783 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 274,426 $6.98M 0.03% new 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 262,914 $6.69M 0.01% +25,187 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 256,304 $6.52M 0.39% +26,718 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 254,007 $6.46M 0.07% +7,397 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 253,585 $6.45M <0.01% +40,843 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 249,161 $6.34M 0.02% -5,286 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 247,742 $6.24M 1.32% -6,751 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 243,026 $6.18M 0.01% +62,461 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 236,639 $6.02M 0.09% -79,355 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 231,178 $5.88M 0.16% +15,476 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 210,755 $5.36M 0.01% +23,031 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 209,254 $5.32M 0.39% +5,356 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 197,537 $5.03M 0.01% +170,637 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 194,548 $4.95M 0.02% +4,640 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 192,201 $4.89M 0.79% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 188,531 $4.8M 3.38% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 184,350 $4.69M 1% -2,542 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 174,515 $4.44M 2.38% -2,102 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 172,780 $4.4M 0.07% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 166,558 $4.21M 0.01% +1,891 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 151,803 $3.86M 0.01% +20,490 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 144,023 $3.66M 0.03% -62,820 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 128,626 $3.27M 0.01% -10,061 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 127,563 $3.25M 0.54% +10,679 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 127,558 $3.25M 0.09% +24,216 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 125,683 $3.2M 0.03% -18,992 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 121,185 $3.08M <0.01% -138,684 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 120,582 $3.07M 1.17% -12,490 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 119,670 $3.04M 0.95% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 117,607 $2.99M 0.35% -786 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 117,420 $2.99M <0.01% -498 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 115,678 $2.94M 0.3% +1,786 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 114,124 $2.9M 0.21% +8,870 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 114,330 $2.85M 0.77% +42,930 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 110,611 $2.81M <0.01% +22,120 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 109,265 $2.78M 0.07% +16,827 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 106,385 $2.71M 0.14% +69,615 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 105,502 $2.68M 0.55% -19,522 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 102,255 $2.6M +807 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 101,951 $2.59M <0.01% +7,284 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 101,813 $2.59M 0.05% +3,326 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 99,810 $2.54M +14,221 Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 95,834 $2.44M 0.36% +15,665 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 95,682 $2.43M 0.01% +3,085 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 95,118 $2.42M 0.06% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 92,269 $2.35M 0.12% +704 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 92,245 $2.35M 0.01% +6,153 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 92,427 $2.34M 0.63% +2,289 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 91,245 $2.32M 0.28% -1,340 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 88,576 $2.25M 0.17% +111 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 88,058 $2.24M 0.01% -1,747 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 84,780 $2.14M 0.06% +263 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 84,850 $2.12M +43,220 Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 83,262 $2.12M 0.89% -4,104 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 83,045 $2.11M 0.65% +700 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 81,774 $2.08M 1.04% +11,190 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 80,513 $2.05M 0.02% -4,078 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 80,474 $2.05M 0.6% +27,021 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 79,136 $2.01M 0.03% -24,864 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 77,551 $1.97M 0.22% +2,682 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 77,040 $1.96M <0.01% +3,909 13F-HR/A Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 78,530 $1.95M 0.72% +10,087 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 76,456 $1.95M <0.01% +3,305 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 76,422 $1.94M 0.77% +412 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 75,472 $1.92M 0.13% +20,821 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. APS Management Group, Inc. More: the full row for APS Management Group, Inc. 72,483 $1.84M 1.42% +8,769 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 71,486 $1.82M 0.04% +1,418 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 71,160 $1.81M 0.23% +1,669 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 68,076 $1.73M 0.58% 0 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 66,625 $1.69M 2.42% +1,041 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 65,995 $1.68M 0.14% +39,168 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 65,583 $1.67M 0.41% +8,591 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 65,510 $1.67M 0.09% -456 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 64,728 $1.65M 0.06% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 64,618 $1.64M 0.57% -990 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 63,610 $1.62M 0.01% -13,240 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 61,729 $1.57M 0.01% +606 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 60,748 $1.55M 0.01% +286 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 59,607 $1.52M 0.06% +365 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 58,750 $1.49M 1.28% +4,379 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 58,684 $1.49M 0.73% -2,769 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 57,464 $1.46M 0.03% +20,590 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 57,037 $1.45M 0.17% +2,416 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 56,835 $1.45M 0.01% +29,190 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 56,770 $1.44M 0.01% +302 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 54,284 $1.38M 0.02% -2,775 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 53,466 $1.36M 0.36% +968 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 52,520 $1.34M <0.01% -5,659 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 52,011 $1.32M 0.04% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 51,975 $1.32M 0.02% +4,936 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51,700 $1.32M 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 50,299 $1.28M <0.01% -4,986 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 49,672 $1.26M 0.02% -3,492 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 49,303 $1.25M 0.03% +10,586 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 48,726 $1.24M 0.09% +3,017 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 48,536 $1.23M 0.58% -10,040 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 48,294 $1.23M 0.41% +3,422 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 47,347 $1.2M 0.2% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 47,178 $1.19M 0.02% -203 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 46,717 $1.19M 0.09% -1,831 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 46,252 $1.18M 0.02% -382 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 46,251 $1.18M 0.01% -382 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 44,836 $1.14M 0.06% -2,657 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 44,210 $1.12M 0.06% +7,010 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 42,557 $1.08M 0.01% -10,245 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 41,565 $1.06M 0.08% +751 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 39,987 $1.02M 0.01% -415,533 13F-HR Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 39,706 $1.01M 0.23% +4,481 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 37,388 $951K 0.54% +7,013 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 36,530 $909K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 35,679 $908K <0.01% +7,770 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,609 $906K 0.02% +1,932 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 35,548 $904K 0.12% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,344 $899K 0.04% -81 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 35,136 $894K 0.14% -932 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 34,775 $885K 0.05% +21 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 34,287 $872K 0.07% 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 34,083 $867K 0.6% +459 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 33,962 $864K 0.03% -15,866 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 33,859 $858K 0.61% -579 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 33,611 $855K 0.75% +16,005 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 33,415 $850K 0.01% -610 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 32,876 $836K 0.42% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 32,598 $829K 0.11% -1,479 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 32,507 $827K 0.27% -2,165 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 32,795 $819K 0.12% -1,108 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,786 $806K 0.01% -3,973 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 30,785 $783K 0.5% +11,569 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,632 $779K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 30,564 $778K 0.01% +973 13F-HR Timeline SimpliFi, Inc. 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