LPL Financial LLC More: the full row for LPL Financial LLC 5,014,123 $376M 0.08% +121,047 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,000,962 $375M 0.08% +85,284 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,073,547 $305M 0.24% +1,309,269 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,805,245 $285M 0.02% +439,104 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,771,131 $283M 0.05% +279,342 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,203,414 $240M 0.07% +153,258 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,457,335 $182M 0.07% +437,984 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,173,659 $163M 0.09% +300,616 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,103,140 $158M -20,498 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,748,863 $131M 0.16% +6,859 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/ 1,429,049 $107M 0.01% +163,569 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,189,588 $89.2M 0.02% -121,822 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,040,771 $78M 0.07% -44,039 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,007,790 $75.5M 8.69% +6,586 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 910,954 $68.3M 0.31% +92,925 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 808,540 $60.6M 5.75% -84,288 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 685,861 $51.4M 3.77% +14,952 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 671,903 $50.4M 4.64% -5,089 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 630,958 $47.3M 0.05% -18,998 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 572,359 $42.9M 6.6% +9,534 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 516,384 $38.7M 0.07% +15,765 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 502,751 $37.7M 0.14% +480,302 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 442,101 $33.1M -60,566 Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 423,460 $31.7M 19.96% +6,865 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 418,494 $31.4M 0.04% +12,596 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 347,933 $26.1M 0.92% +42,506 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 344,277 $25.8M 0.73% +25,288 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 294,316 $22.1M 0.03% -3,193 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 282,568 $21.2M 7.61% +71,115 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 269,833 $20.2M 2.56% +2,988 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 247,563 $18.6M 0.03% -88,425 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 240,881 $18.1M 0.12% -270 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 240,356 $18M 0.04% -9,694 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 234,236 $17.6M 0.63% +232,415 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 230,283 $17.3M 0.17% +7,834 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 218,054 $16.3M -38,950 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 212,619 $15.9M 0.3% -20,787 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 212,600 $15.9M 0.15% -20,866 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 210,662 $15.8M 0.08% +16,357 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 201,271 $15.1M 5.29% +133 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 190,400 $14.3M 2.83% +5,300 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 189,511 $14.2M 1.47% -1,035 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 185,722 $13.9M 2.44% +4,905 13F-HR Timeline DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 204,728 $13.4M 11.95% 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 177,848 $13.3M +5,666 Timeline ENZI WEALTH More: the full row for ENZI WEALTH 177,127 $13.1M 4.15% -6,372 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 166,685 $12.5M 0.06% +11,341 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 159,268 $11.9M 0.51% +7,713 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 154,341 $11.6M 0.05% +8,318 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 152,829 $11.5M 3.36% +5,240 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 151,432 $11.4M 0.01% -1,206 13F-HR Timeline Group 46 Peaks LLC More: the full row for 46 Peaks LLC 149,917 $11.2M 7.07% +4,362 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 136,734 $10.2M 0.12% +40,764 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 130,069 $9.75M 0.01% +116,229 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 128,751 $9.65M 0.01% +23,870 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 127,601 $9.56M 0.3% -3,056 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 119,708 $8.97M 1.72% +3,148 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 114,002 $8.54M 0.01% +57,455 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 104,079 $7.8M 0.34% +9,957 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 98,814 $7.41M 0.25% +11,687 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 96,922 $7.27M 0.11% -1,882 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 94,501 $7.08M 0.61% -1,906 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 90,020 $6.75M 0.36% -1,976 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 87,105 $6.53M 0.15% +677 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 83,224 $6.24M 0.64% -60,074 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 81,930 $6.14M 0.11% -220 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 81,410 $6.1M 3.91% -1,871 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 77,710 $5.83M 0.13% +12 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 76,376 $5.73M 0.09% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 75,786 $5.68M 0.06% +32,730 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 68,521 $5.14M 1.78% +10,143 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 67,359 $5.05M 1.73% +61,342 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 65,173 $4.8M 0.1% +1,356 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 63,355 $4.75M 2.01% +307 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 63,526 $4.75M <0.01% +13,629 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 61,165 $4.58M 0.04% +1,951 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 60,112 $4.51M 0.02% +12,037 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 59,863 $4.49M 0.64% -81 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 58,812 $4.41M 0.73% +193 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 58,738 $4.4M 0.07% -1,175 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 57,762 $4.33M 0.44% +1,416 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 56,895 $4.26M 0.01% +1,541 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 50,610 $3.79M 1.09% +3,047 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 49,580 $3.72M 1.12% +8,936 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 47,101 $3.53M 0.03% +625 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 46,094 $3.46M 0.34% +1,861 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 45,753 $3.43M 0.93% -1,013 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 43,923 $3.29M 0.02% -3,288 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 42,824 $3.21M 1.7% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 41,953 $3.14M 0.28% -2,367 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 41,235 $3.09M 1.82% -669 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 41,038 $3.08M 1.85% -1,230 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 40,512 $3.04M 0.2% new 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 37,997 $2.85M 0.54% +10,804 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 36,565 $2.74M 1.3% -31,387 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 36,491 $2.74M 0.83% +585 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 35,500 $2.66M 0.22% +3,901 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33,387 $2.5M 0.07% +970 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 33,226 $2.49M 0.02% +1,585 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 32,952 $2.47M 0.11% +1,799 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 32,836 $2.46M <0.01% +6,325 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 32,400 $2.43M 0.01% -7,497 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,938 $2.39M <0.01% -4,158 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29,890 $2.24M 0.11% -1,908 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 29,857 $2.24M 0.62% -1,640 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 29,461 $2.21M 0.01% +192 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,262 $2.12M 0.01% -1,358 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 27,928 $2.09M 0.16% -465 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,903 $2.09M 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 27,857 $2.09M 0.96% +962 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,806 $2.07M 0.12% +2,483 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 27,355 $2.05M 0.61% +101 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 26,724 $2M 0.52% -2,198 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 26,476 $1.98M 0.29% -1,180 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,430 $1.91M 0.06% +235 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,305 $1.9M 0.01% +1,583 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 25,013 $1.88M <0.01% +3,612 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 24,489 $1.84M 1.12% +951 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 24,358 $1.83M 0.03% +1,910 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 23,811 $1.78M 0.11% -62 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 23,551 $1.77M 1.11% +1,119 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 23,524 $1.76M 0.02% 0 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 23,457 $1.76M 0.12% +674 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 23,273 $1.74M 1.08% -1,810 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 22,774 $1.71M 0.02% -1,964 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 21,746 $1.63M 0.84% +5,081 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,954 $1.57M 0.07% +619 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,837 $1.56M 0.46% -83 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20,236 $1.52M 0.17% +440 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 20,214 $1.52M 0.09% +2,202 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 20,128 $1.51M 0.44% -197 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 19,956 $1.5M 0.08% -13,307 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,389 $1.45M <0.01% +3,866 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 16,632 $1.25M 0.44% -227 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 16,530 $1.24M 0.26% -434 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 15,798 $1.2M 0.57% +4 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,063 $1.2M <0.01% -72,135 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16,023 $1.2M 0.16% +17 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15,421 $1.16M 0.09% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,394 $1.15M 0.3% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,282 $1.13M +4,724 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,974 $1.12M 0.01% -194 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,486 $1.01M 0.15% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,110 $983K <0.01% +2,125 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 12,976 $973K 0.4% -847 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,731 $954K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,447 $933K <0.01% -5,153 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,914 $893K 0.01% -5,095 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,733 $879K <0.01% +19 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,320 $849K 0.03% -48 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,210 $840K 0.07% +314 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,777 $808K 0.03% -379 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,792 $806K 0.02% -86 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,308 $773K 0.1% -641 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,149 $753K <0.01% -1,738 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10,030 $752K 0.56% +4 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,596 $719K <0.01% -381 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,048 $678K 0.04% -145 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,689 $653K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,681 $651K 0.16% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,410 $630K <0.01% +102 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,200 $615K 0.05% +4,950 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 8,211 $610K 0.45% 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 8,036 $602K 0.16% +31 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,006 $600K 0.22% -53 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,004 $600K 0.02% -10,323 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,002 $600K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,813 $586K <0.01% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 7,796 $584K 0.05% +3,446 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,790 $584K 0.14% -653 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 7,425 $557K 0.09% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,332 $544K 0.12% +22 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,245 $543K <0.01% -620 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,074 $530K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,024 $527K <0.01% +990 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,010 $525K 0.05% +754 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,007 $525K 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,543 $490K 0.01% -49 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,440 $483K <0.01% +2,281 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,432 $482K 0.14% -93 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,420 $481K 0.01% +18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,416 $481K 0.01% -147 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,344 $476K 0.04% +1,335 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 6,334 $475K 0.96% +468 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,204 $465K 0.03% +201 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,151 $461K 0.09% -66 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,104 $458K 0.04% -3,134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,800 $435K 0.02% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,771 $433K 0.09% -478 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,614 $421K 0.06% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 5,576 $418K 0.25% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,500 $412K <0.01% -4,207 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,429 $407K 0.1% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,350 $401K 0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,156 $386K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,112 $384K 0.01% +95 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5,009 $375K 0.19% +89 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,623 $347K 0.01% -92 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,486 $336K <0.01% 0 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,478 $336K 0.15% +3 13F-HR Timeline