AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,808,597 $311M 0.07% +230,997 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,191,974 $271M 0.08% -28,715 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,519,070 $228M 0.05% -41,660 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,045,681 $197M 0.16% -117,500 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,793,350 $181M 0.06% +24,563 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,774,058 $179M 0.01% -214,146 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,968,697 $127M 0.02% -208,953 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,783,978 $115M 0.15% -22,572 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,668,475 $108M 0.07% +11,348 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,399,051 $90.5M 0.02% -98,504 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,387,326 $89.5M 0.06% +274,723 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,110,203 $71.8M 0.08% +547,871 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/ 1,101,996 $71.3M 0.01% +163,445 13F-HR/A Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 970,605 $62.4M 0.1% +277,765 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 953,577 $61.7M 7.93% +26,297 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 891,463 $57.7M 6% +21,162 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 792,718 $51.3M 0.25% -282,832 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 658,647 $42.6M 3.68% +30,128 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 623,209 $40.3M 10.5% +493,916 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 603,095 $38.5M 13.53% -3,737 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 534,677 $34.6M 6.74% +16,504 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 495,445 $32.1M 0.01% +150,504 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 487,287 $31.5M 0.06% +456,183 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 427,539 $27.7M 0.8% +4,606 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 299,774 $19.4M 0.05% -34,609 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 268,057 $17.3M 2.57% +1,971 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 255,264 $16.4M 0.02% +9,528 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 241,189 $15.6M 0.18% -12,156 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 232,873 $15.1M +5,394 Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 199,092 $12.9M 5.52% +358 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 197,530 $12.8M 1.57% -7,981 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 192,618 $12.5M 0.15% -33,121 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 186,883 $12.1M 0.11% -3,232 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 184,143 $11.9M 2.71% +9,578 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 169,389 $11M 2.43% -60,154 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 163,224 $10.6M +10,027 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 160,871 $10.4M 0.02% +5,368 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 152,710 $9.88M 0.51% +7,896 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 150,000 $9.7M 0.01% new 13F-HR Timeline Group Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 144,459 $9.35M 2.84% +10,374 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 133,428 $8.62M 0.06% +7,106 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 121,850 $7.88M 0.27% -3,268 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 115,901 $7.54M 2.2% -4,471 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 107,491 $6.95M 0.01% -7,174 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 103,989 $6.73M 0.01% +10,869 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 102,472 $6.63M 1.43% +3,540 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. 100,850 $6.52M 0.13% -2,611 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 100,146 $6.48M 0.04% +31,588 13F-HR/A Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 98,198 $6.38M 2.99% +2,781 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 97,619 $6.36M 0.4% -3,098 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 84,663 $5.48M 0.7% -3,974 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 84,063 $5.44M 0.23% +14,062 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 83,484 $5.4M 3.71% -180 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,280 $5.39M 0.18% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 81,489 $5.27M 3.65% +15,545 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 80,046 $5.18M 0.21% -2,171 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78,408 $5.07M 0.02% -57,990 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 77,565 $5.02M 0.01% -615 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 77,256 $5M 0.12% -801 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 74,319 $4.81M 0.01% -20,466 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 62,170 $4.04M 0.11% +1,527 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 59,642 $3.86M 1.25% +175 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 58,347 $3.77M 2.12% +3,485 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 57,147 $3.7M 2.87% -900 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 56,373 $3.65M 0.41% -1,512 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 54,540 $3.53M 1.3% -7,169 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 54,467 $3.52M 0.7% -2,934 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 53,536 $3.46M <0.01% +722 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 51,640 $3.34M 0.12% -22,068 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,405 $3.26M <0.01% +2,288 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 49,649 $3.21M 0.08% +863 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 47,565 $3.08M 0.02% +442 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 47,062 $3.04M 0.18% -22,082 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 44,960 $2.91M 0.32% +6,427 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 44,924 $2.91M 0.02% +2,347 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 44,899 $2.9M 0.35% -3,749 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 43,290 $2.8M 1.2% +1,295 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 42,119 $2.72M 1.91% -1,516 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 40,109 $2.59M 0.86% +1,513 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 38,758 $2.51M 0.04% -6,417 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,628 $2.5M 0.06% -858 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 38,591 $2.5M 0.17% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38,585 $2.5M 0.04% +3,372 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 37,833 $2.45M 0.29% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 37,722 $2.44M 0.04% +4,032 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 37,627 $2.43M 0.03% -847 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 36,760 $2.38M 0.73% -9,190 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,015 $2.27M <0.01% +14,604 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 34,556 $2.24M 0.44% -61 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 33,160 $2.15M 0.7% -712 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 33,923 $2.09M 0.17% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32,308 $2.09M 0.14% -274 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 31,937 $2.07M 0.02% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 31,593 $2.04M 0.54% -25,401 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 31,439 $2.03M 0.23% -808 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,025 $2.01M 0.01% -1,825 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30,596 $1.98M 0.71% -238 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 29,387 $1.9M 0.11% -2,763 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 29,237 $1.89M 0.17% -3,457 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 28,778 $1.86M 1.39% -794 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,049 $1.81M 0.15% +1,627 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 25,485 $1.65M 0.13% +112 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,981 $1.62M 0.06% +1,781 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,078 $1.56M 0.01% +41 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,963 $1.55M 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,873 $1.54M 0.03% -509 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,811 $1.54M 0.03% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 23,080 $1.49M <0.01% +1,044 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 23,076 $1.49M 0.37% -155 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 22,932 $1.48M 0.01% -356 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 22,357 $1.45M 1.06% +978 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,200 $1.44M 0.02% +3,400 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 21,013 $1.36M 0.2% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 20,951 $1.36M 0.61% +1,200 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 20,779 $1.34M 0.51% -632 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,469 $1.32M 0.19% +304 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,145 $1.3M 0.03% -2,309 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 18,854 $1.22M 0.14% +2,675 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 18,768 $1.22M 0.04% +12,512 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 18,180 $1.18M 0.3% -2,899 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,023 $1.17M 0.09% -44 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 17,884 $1.16M 0.09% +1,278 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,125 $1.11M 0.01% +4,058 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,566 $1.07M <0.01% -4,164 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15,421 $998K 0.11% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,357 $993K 0.05% -48 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 14,709 $952K 0.2% +1,044 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,531 $940K 0.01% +7,098 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 13,832 $895K 0.47% +2,759 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 13,714 $887K 0.27% -4,299 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,481 $872K 0.16% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,670 $755K 0.04% +2,900 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 11,647 $752K 0.02% -874 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,757 $696K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,369 $671K <0.01% -70 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,348 $669K <0.01% +83 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,306 $667K 0.11% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10,064 $651K 0.58% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,538 $617K <0.01% +1,930 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 9,424 $610K 0.07% -505 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 9,412 $609K 0.05% +1,855 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,240 $598K 0.01% -1,555 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,860 $573K 0.05% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,676 $561K 0.15% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,384 $542K 0.18% -457 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 8,360 $541K 0.2% -533 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,307 $537K <0.01% -7,409 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,980 $516K <0.01% -61 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 7,960 $515K 0.16% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,902 $511K <0.01% +205 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,813 $505K <0.01% -1,895 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,791 $504K <0.01% -8 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,675 $497K <0.01% -8 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,501 $485K 0.21% -18 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,359 $476K 0.19% +1,193 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,350 $475K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,171 $464K <0.01% -495 13F-HR Timeline Group Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 7,154 $463K 0.5% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,776 $438K 0.06% +198 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,664 $431K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,531 $422K 0.15% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,500 $420K <0.01% -14,100 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,455 $418K 0.06% -62 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,891 $381K 0.04% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,884 $381K 0.1% +56 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,614 $363K 0.07% +869 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,440 $352K 0.11% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,411 $350K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,354 $346K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,261 $340K <0.01% -161 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,206 $337K 0.11% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,137 $332K <0.01% +2,028 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,876 $315K <0.01% 0 13F-HR/A 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 $311K <0.01% 0 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,671 $302K 0.16% -861 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,623 $299K 0.01% +261 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,528 $293K 0.01% +86 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,290 $278K 0.06% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,224 $273K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,199 $272K 0.05% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,137 $268K <0.01% -5 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,055 $262K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,863 $250K 0.01% +283 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,722 $241K 0.05% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,571 $231K 0.07% -177 13F-HR Timeline Cambria Investment Management, L.P. 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