AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,975,687 $297M 0.08% -359,388 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,564,840 $273M 0.11% +6,007 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,339,112 $199M 0.17% -281,264 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,303,636 $197M 0.05% +123,411 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,873,699 $172M 0.01% +113,440 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,098,373 $125M 0.03% +15,785 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,017,562 $121M 0.04% 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,823,544 $109M 0.16% +121,892 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,735,120 $104M 0.09% -57,604 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,474,446 $88.1M 0.02% +28,511 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,087,292 $64.9M 0.37% -44,821 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/ 1,010,745 $60.4M 0.01% +3,077 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 869,944 $52M 0.14% -22,682 13F-HR/A Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 796,999 $47.6M 6.02% +16,249 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 671,109 $42.6M 0.08% -134,107 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 710,940 $42.5M 0.09% +36,713 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 693,459 $41.4M 5.84% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 589,877 $37.1M 14.13% -9,108 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 585,444 $35M 0.01% +242,958 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 585,174 $35M 0.22% -2,523 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 560,266 $33.5M 3.43% -21,393 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 529,995 $31.7M 0.03% +222,778 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 494,733 $29.6M 8.63% -641,922 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 461,075 $27.5M 6.27% +74,291 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 432,361 $25.8M 0.09% -19,771 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 372,228 $22.2M 0.96% -6,962 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 301,061 $18.6M 0.46% -5,744 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 295,193 $17.6M 0.03% +257,674 13F-HR Timeline Group Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 294,588 $17.6M 1.38% -323 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 261,447 $15.6M 0.2% +18,794 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 245,513 $14.7M 2.2% +10,673 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 235,421 $14.2M 0.17% -37,471 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 233,850 $14M 3.29% +3,125 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 222,721 $13.3M 3.63% +37,290 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 210,573 $12.6M 1.85% -145 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 203,165 $12.1M 0.03% -8,036 13F-HR/A Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 201,013 $12M 9.59% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 196,601 $11.7M 0.17% +4,573 13F-HR Timeline Group Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 196,512 $11.7M 5.99% -1,721 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 187,435 $11.2M +58,881 Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 186,041 $11.1M 3.9% +8,881 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 185,349 $11.1M 1.04% +1,513 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 170,753 $10.2M 0.53% +88,626 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 163,383 $9.76M 0.11% +371 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 144,724 $8.64M new Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 142,511 $8.51M 0.24% -14,166 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 136,909 $8.18M 0.34% -4,617 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 133,222 $7.96M 0.52% +6,934 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 123,323 $7.37M 0.56% +853 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 115,666 $6.91M 0.02% +44,147 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 113,913 $6.8M 1.58% +81,921 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. 112,069 $6.69M 0.15% +95,542 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 110,257 $6.59M 2.44% -1,302 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 107,355 $6.41M 0.86% -37,447 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 106,775 $6.38M 0.02% -10,089 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 104,861 $6.26M 0.01% +10,214 13F-HR Timeline Group Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 104,416 $6.24M 3.86% +859 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 100,408 $6M 0.05% +3,479 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 94,424 $5.87M 4.93% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 96,087 $5.74M 1.01% -2,259 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 96,036 $5.74M 0.01% +2,506 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,970 $5.14M 0.03% -10,308 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 85,177 $5.09M 2.66% -49,673 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 84,262 $5.03M 3.75% -35 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 78,352 $4.68M 0.13% +260 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 70,467 $4.43M 0.03% +1,925 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 69,436 $4.15M 0.25% +3,970 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 69,034 $4.12M 3.83% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 67,959 $4.06M 1.89% -941 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 67,736 $4.05M 0.05% +59,634 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 63,502 $3.79M 0.04% -30,537 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 62,380 $3.73M 0.31% -4,579 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 61,511 $3.67M 0.18% +7,441 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 60,034 $3.59M 2.27% -246 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 57,903 $3.46M 0.5% +1,983 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 57,878 $3.46M 0.44% +272 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 55,992 $3.34M 2.53% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 48,009 $2.87M 0.71% -390 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 46,023 $2.75M 1.27% +3,155 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 44,678 $2.67M 1.01% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 44,642 $2.67M 0.19% +5,609 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,264 $2.46M 0.09% +13,442 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 40,380 $2.43M 0.08% +4,574 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 38,900 $2.32M 0.04% -2,154 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 37,964 $2.27M 0.12% -6,679 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 37,892 $2.26M <0.01% new 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 36,448 $2.18M 0.87% +84 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 36,204 $2.16M 1.98% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 36,120 $2.16M 0.01% +4,929 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 35,509 $2.12M 0.26% -2,072 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 35,393 $2.11M 0.18% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,243 $2.11M 0.11% +174 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 34,648 $2.07M 0.02% -252 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 34,042 $2.03M <0.01% -1,253 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 33,070 $1.98M 0.16% +699 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32,966 $1.97M 0.2% -609 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 31,600 $1.89M <0.01% +24,200 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 31,296 $1.87M 0.59% -83,177 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 29,848 $1.8M 1.68% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 29,498 $1.76M 0.64% +1,536 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 28,558 $1.71M 0.23% +500 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,472 $1.7M 0.02% -180 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 27,680 $1.65M 0.02% -16,816 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,044 $1.56M <0.01% +1,138 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 25,296 $1.51M 0.16% new 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 25,032 $1.5M 0.14% +122 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,998 $1.49M 0.01% -749 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 24,591 $1.47M 0.15% -648 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 24,369 $1.46M 1.25% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 22,225 $1.33M 0.56% +126 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,178 $1.32M 0.04% new 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 22,113 $1.32M 0.65% +190 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,044 $1.32M <0.01% -8,720 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,067 $1.26M <0.01% -1,442 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 19,136 $1.18M 0.43% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 19,137 $1.14M 0.22% +1,316 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,951 $1.13M 0.02% +902 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 18,625 $1.11M 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,484 $1.1M 0.07% +7,838 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15,546 $929K 0.11% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,344 $857K 0.06% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,218 $849K 0.08% +1,679 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,449 $803K 0.18% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 13,241 $791K 0.07% +567 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 13,235 $791K 0.21% -196 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,903 $771K 0.09% -900 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 12,598 $752K 0.13% +270 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,577 $751K 0.03% +251 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 12,512 $750K 0.06% +6,256 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,100 $723K 0.01% 0 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 12,040 $719K 0.32% -2,584 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,025 $718K <0.01% +3,188 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 11,677 $697K 0.1% +466 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,526 $688K <0.01% +830 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 11,151 $666K 0.33% -46,881 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,049 $660K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,932 $653K 0.04% -750 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 10,712 $640K 0.02% -148 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,243 $612K <0.01% -371 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,172 $608K 0.04% -446 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 9,590 $573K 0.11% +5 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,324 $557K <0.01% -418 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,860 $529K 0.05% -850 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,388 $501K 0.06% -160 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,924 $498K <0.01% -659 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,225 $491K 0.24% -46 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,173 $488K <0.01% +4,928 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 7,934 $474K 0.22% +359 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,850 $469K 0.01% +1,047 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,813 $467K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,782 $465K <0.01% +789 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,352 $439K 0.19% -134 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,401 $385K 0.07% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,592 $384K 0.19% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,355 $380K 0.06% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,133 $366K <0.01% -141 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,075 $363K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,897 $352K 0.01% -214 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,761 $344K 0.11% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,675 $339K 0.02% +5,369 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,577 $333K 0.27% +23 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,472 $327K 0.15% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,440 $325K 0.12% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,325 $318K 0.08% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,212 $311K <0.01% -592 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,206 $311K 0.11% -63 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,121 $306K 0.02% +57 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,911 $293K 0.03% -20 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,876 $291K <0.01% -4,976 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/ 4,811 $287K <0.01% 0 13F-HR Timeline Group Dentgroup LLC More: the full row for Dentgroup LLC 4,593 $274K 0.21% -233 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,591 $274K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,344 $259K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,300 $257K 0.01% +141 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 5,173 $257K 0.12% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,290 $256K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,210 $251K 0.01% +16 13F-HR Timeline Group Cutter & CO Brokerage, Inc. 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