SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,195,068 $179M 0.19% +499,858 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,137,996 $153M 0.05% -19,573 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,572,626 $139M 0.03% +497,928 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,222,009 $130M 0.02% +40,187 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,996,233 $125M 0.01% -453,303 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/ 4,597,411 $115M 0.01% -171,731 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,134,453 $78.1M 0.02% +156,426 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,481,632 $61.9M <0.01% +256,529 13F-HR/A Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,207,601 $55M 1.36% -66,419 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,202,667 $54.9M 0.87% +97,954 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,729,543 $43.1M 0.01% +580,975 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,706,229 $42.5M 1.22% -1,023,436 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,575,496 $39.3M -553,216 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,450,383 $36.2M 0.04% -516,530 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,436,041 $35.8M 0.06% +647,582 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,387,825 $34.6M 1.33% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,108,013 $27.6M 3.31% -76,195 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,082,745 $27M 0.19% -57,610 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 973,853 $24.3M <0.01% -22,432 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 967,142 $24.1M <0.01% +130,149 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 388,191 $20.2M 2.15% new 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 649,498 $16.2M 0.92% +287,089 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 593,100 $14.8M 1.85% -800 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 591,857 $14.8M 0.64% +144,705 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 601,290 $14.8M 0.02% +143,615 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 579,128 $14.4M 0.31% +144,305 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 576,876 $14.4M 0.29% +27,367 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 533,585 $13.3M +20,543 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 509,547 $12.7M 0.02% -15,670 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 428,855 $10.7M 0.31% +11,378 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 422,675 $10.5M 0.22% +51,241 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 420,733 $10.5M 0.99% -5,650 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 410,175 $10.2M 1.86% -13,132 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 407,674 $10.2M 0.01% +97,110 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 395,696 $9.86M 0.92% +358,982 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 393,482 $9.81M 0.15% +94,778 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 387,468 $9.66M 0.61% -162,193 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 356,210 $8.88M 0.05% -50,436 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 352,120 $8.78M <0.01% +60,614 13F-HR/A Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 328,376 $8.19M 0.14% +25,234 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 324,982 $8.1M 3.28% -3,772 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 313,438 $7.81M 0.04% +207,682 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 292,360 $7.29M <0.01% +2,278 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 276,142 $6.88M 1.14% +6,272 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 245,636 $6.12M 0.01% +216,843 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 243,979 $6.08M 0.01% +64,800 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 238,062 $5.98M 0.46% +213,026 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 235,171 $5.86M +22,250 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 222,348 $5.54M 0.01% +58,853 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 216,163 $5.39M 1.33% -15,338 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 215,200 $5.36M 0.22% -2,065,900 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 211,588 $5.27M 0.05% +18,676 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 211,587 $5.27M 0.05% +12,386 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 199,086 $4.96M 0.41% +11,977 13F-HR Timeline CX Institutional More: the full row for CX Institutional 189,210 $4.72M 0.14% -13 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 189,195 $4.72M <0.01% +26,890 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 188,648 $4.7M 1.13% -101 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 184,920 $4.6M <0.01% +3,261 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 183,723 $4.58M 0.04% +30,616 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 182,155 $4.54M 0.17% -117,186 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 181,383 $4.52M 0.01% -1,449 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 171,209 $4.33M 0.68% +64,678 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 162,930 $4.06M 0.05% -4,787 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 162,763 $4.06M 0.05% +55,069 13F-HR Timeline Group Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 159,340 $3.97M 2.49% +4,872 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 155,793 $3.88M 0.02% +262 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 147,761 $3.68M 0.71% +1,538 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 141,642 $3.53M 0.01% +19,049 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 121,199 $3.02M 0.01% +33,984 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 119,822 $2.99M 0.02% -8,086 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 118,256 $2.95M 0.47% +45 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 116,126 $2.9M <0.01% -129,518 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 111,596 $2.78M 0.35% +1,545 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 110,734 $2.76M 0.55% +10,812 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 106,825 $2.66M 0.04% +65,668 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 106,436 $2.65M <0.01% new 13F-HR Timeline Group AJ Advisors, LLC More: the full row for AJ Advisors, LLC 104,075 $2.59M 1.06% -6,677 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 103,632 $2.58M 0.03% -429,878 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 102,120 $2.55M 0.08% +586 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 101,083 $2.52M 0.18% -26,064 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 97,286 $2.43M <0.01% +17,624 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 95,662 $2.38M 0.33% -3,341 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 91,895 $2.29M 0.01% -2,050 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 90,773 $2.26M 0.73% +746 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 89,003 $2.22M 0.2% -9,517 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 88,491 $2.21M <0.01% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 88,111 $2.2M 0.05% -12,640 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 86,176 $2.15M 0.48% +6,866 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 85,921 $2.14M 0.02% -2,162 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 85,881 $2.14M 0.21% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 84,451 $2.11M 0.08% -4,224 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 83,015 $2.07M 0.94% +3,213 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 82,948 $2.07M 0.02% +9,035 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 79,681 $1.99M 0.05% -4,786 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 76,685 $1.91M 0.01% +9,197 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 76,669 $1.91M 1.54% +328 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 76,420 $1.91M 0.86% +10,283 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 74,707 $1.86M 0.04% -2,072 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 74,312 $1.85M <0.01% -37,030 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 74,253 $1.85M 0.82% +6,285 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 73,983 $1.84M 0.03% -11,014 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 73,953 $1.84M 0.25% -6,087 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 73,054 $1.82M 0.16% -8,468 13F-HR Timeline Friday Financial More: the full row for Friday Financial 72,694 $1.81M 0.76% +32,536 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 66,538 $1.75M 0.16% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 68,800 $1.72M 0.77% -2,099 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 68,071 $1.7M +8,486 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 68,031 $1.7M 0.05% -12,691 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 66,741 $1.66M 0.01% +12,219 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 65,563 $1.63M 0.25% -40,723 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 65,108 $1.62M +18,000 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 63,855 $1.59M 0.05% +13,972 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 63,295 $1.58M 0.59% -1,178 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 62,202 $1.55M 0.14% +3,969 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 60,888 $1.52M 0.02% +40,259 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 59,599 $1.49M <0.01% -196,690 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 59,534 $1.48M 0.96% +2,904 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 59,000 $1.47M <0.01% -37,702 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 58,273 $1.45M 0.01% -533 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 57,711 $1.44M 0.01% -3,268 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 55,533 $1.38M 1.23% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 55,098 $1.37M 0.06% +22,789 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 54,796 $1.37M 0.02% -385 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 54,183 $1.35M 0.01% -307 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 53,981 $1.35M 0.92% +3,762 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 53,467 $1.33M 0.16% +1,241 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 53,392 $1.33M 0.06% +2,002 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 52,613 $1.31M 0.4% +1,730 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 52,000 $1.3M 0.26% -10,120 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51,700 $1.29M 0.06% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,478 $1.28M <0.01% +17,583 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 51,103 $1.27M 0.37% +4,890 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 50,592 $1.26M 0.41% -3,270 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 50,545 $1.26M <0.01% -3,791 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 49,928 $1.24M 0.33% +233 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 48,407 $1.21M 0.35% -55,067 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 48,343 $1.21M 0.01% +71 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 47,898 $1.19M 0.41% +557 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 47,093 $1.17M 0.25% +4,643 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 46,926 $1.17M 0.08% -6,485 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 46,497 $1.16M <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 46,210 $1.15M <0.01% -16,662 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 44,918 $1.12M 0.02% +14,963 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 44,268 $1.1M 0.1% +2,762 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 43,509 $1.08M 0.07% +1,216 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 42,653 $1.06M 0.01% +13,579 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 42,575 $1.06M 0.31% +925 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 41,904 $1.04M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 41,904 $1.04M 0.07% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 41,377 $1.04M 0.02% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 41,230 $1.03M 0.19% +19,130 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 40,696 $1.01M 0.23% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 40,495 $1.01M 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 39,801 $992K 0.15% +6,605 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 39,698 $990K 0.4% +2,939 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 39,209 $987K 0.16% -489 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 39,420 $983K 0.01% -409 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 39,234 $978K 0.05% +2,681 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 39,015 $973K 0.16% -3,351 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 38,687 $964K 0.62% +5,375 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 38,611 $963K 0.09% -1,302 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 38,572 $962K <0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 38,451 $959K 0.03% -1,948 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 37,319 $930K <0.01% +24,676 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 37,276 $929K <0.01% -2,647 13F-HR Timeline Group K2 Financial Inc. More: the full row for K2 Financial Inc. 35,858 $897K 0.72% -468 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 35,548 $886K 0.14% 0 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 34,845 $869K 0.37% -7,537 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 34,713 $865K 0.06% -1,457 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 34,538 $861K 0.25% +3,161 13F-HR Timeline TRUST POINT INC. 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