AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,732,924 $310M 0.07% -75,673 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,281,549 $280M 0.08% +89,575 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,625,434 $237M 0.05% +106,364 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,921,594 $191M 0.16% -124,087 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,914,232 $191M 0.01% +140,174 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,853,524 $187M 0.06% +60,174 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,022,548 $132M +53,851 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,754,077 $115M 0.15% -29,901 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,700,817 $111M 0.07% +313,491 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,654,981 $108M 0.07% -13,494 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,410,295 $92.3M 0.02% +11,244 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/ 1,190,310 $77.9M 0.01% +88,314 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,090,004 $71.4M 0.08% -20,199 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 972,582 $63.7M 8% +19,005 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 885,460 $58M 5.98% -6,003 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 805,228 $52.7M 0.25% +12,510 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 679,135 $44.5M 0.05% -291,470 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 672,760 $44.1M 3.7% +14,113 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 653,786 $42.8M 10.38% +30,577 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 559,358 $36.6M 6.92% +24,681 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 492,249 $32.2M -3,196 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 487,105 $32.2M 0.06% -182 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 431,594 $28.3M 20.9% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 375,081 $24.6M 0.04% +267,590 13F-HR/A Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 320,421 $21M 0.46% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 319,390 $20.9M 0.67% -108,149 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 278,878 $18.3M 2.65% +10,821 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 260,296 $17M 0.05% -39,478 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 240,365 $15.7M 0.12% 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 228,354 $15M -4,519 Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 210,464 $13.8M 0.16% +17,846 13F-HR Timeline Group ENZI WEALTH More: the full row for ENZI WEALTH 200,483 $13.7M 4.85% -402,612 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 199,595 $13.1M 5.17% +503 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 196,544 $12.9M 2.83% +12,401 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 194,920 $12.8M 0.02% -60,344 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 189,734 $12.4M 1.5% -7,796 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 186,305 $12.2M 0.14% -578 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 180,900 $11.8M 2.53% +11,511 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 178,514 $11.7M 4.86% 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 166,972 $10.9M +3,748 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 163,417 $10.7M 0.02% +2,546 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 157,014 $10.3M 0.51% +4,304 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 156,305 $10.2M 0.05% +22,877 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 145,659 $9.54M 0.05% +45,513 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 144,855 $9.49M 2.88% +396 13F-HR Timeline 46 Peaks LLC More: the full row for 46 Peaks LLC 141,733 $9.28M 6.81% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 121,834 $7.98M 0.27% -16 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 107,565 $7.04M 4.12% +26,076 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 107,295 $7.03M 0.01% +3,306 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 106,210 $6.95M 1.45% +3,738 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. 100,633 $6.59M 0.13% -217 13F-HR Timeline Group Forge Financial Services LLC More: the full row for Forge Financial Services LLC 97,709 $6.4M 2.74% -489 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 96,528 $6.32M 0.38% -1,091 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 90,285 $5.91M 0.25% +6,222 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 83,507 $5.47M 3.54% +23 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,180 $5.45M 0.12% -100 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,511 $5.34M 0.01% +3,946 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 77,732 $5.09M 0.12% +476 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 77,648 $5.08M 0.61% -7,015 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 72,772 $4.77M 0.01% -1,547 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 67,727 $4.43M 0.22% -12,319 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 63,832 $4.39M 0.11% +1,662 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 66,386 $4.35M 0.26% +19,324 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61,802 $4.05M <0.01% +8,266 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 60,551 $3.96M 2.17% +2,204 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 59,462 $3.89M 1.18% -180 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 58,329 $3.82M 0.72% +3,862 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 55,635 $3.64M 0.41% -738 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,909 $3.6M <0.01% +4,504 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 54,225 $3.55M 1.27% -315 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 51,511 $3.37M 0.07% +1,862 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 48,331 $3.16M 0.02% +766 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 47,485 $3.11M 1.26% +4,195 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 47,276 $3.1M 0.02% +2,352 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 45,691 $2.99M 0.03% +7,969 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 45,548 $2.98M 0.95% +5,439 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 45,147 $2.96M 2.19% -12,000 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 45,124 $2.95M 0.04% +6,366 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 44,789 $2.93M 0.31% -171 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 44,608 $2.92M 0.34% -291 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,500 $2.91M 0.03% +5,915 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 42,123 $2.76M 1.88% +4 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 41,727 $2.73M 0.04% +17,916 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 41,727 $2.73M 0.13% +3,136 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39,338 $2.58M 0.01% -39,070 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,362 $2.51M 0.04% -266 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 36,917 $2.42M <0.01% +1,902 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 36,754 $2.41M 0.81% -6 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 35,903 $2.35M 0.44% +1,347 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 34,766 $2.28M 0.38% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 32,908 $2.15M 0.07% -18,732 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32,178 $2.11M 0.13% -130 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,642 $2.07M 0.27% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 31,507 $2.06M 0.6% -86 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 30,875 $2.02M 0.02% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 30,474 $2M 0.02% -7,153 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 29,128 $1.91M 0.17% -109 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 28,948 $1.9M 0.58% -4,212 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 28,885 $1.89M 0.03% -3,052 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,711 $1.88M 0.07% +3,730 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,513 $1.87M 0.01% -2,512 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 28,091 $1.84M 0.1% -1,296 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,484 $1.8M 0.12% -6,439 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 27,465 $1.8M 0.14% -584 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 27,312 $1.79M 0.63% -3,284 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 27,310 $1.79M 1.26% -1,468 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 26,198 $1.72M 0.95% 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 26,129 $1.71M <0.01% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 24,731 $1.62M <0.01% +1,651 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,415 $1.6M <0.01% +7,849 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 23,991 $1.57M 1.19% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,918 $1.57M 0.02% -45 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 23,735 $1.55M 0.01% -343 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,653 $1.55M 0.03% -220 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 23,524 $1.54M 0.02% +1,324 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 23,428 $1.53M 0.01% +496 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,822 $1.49M 0.11% -2,663 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 21,438 $1.4M 0.98% -919 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 21,337 $1.4M 0.5% +13,978 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 20,792 $1.36M 0.2% -221 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 20,731 $1.36M 0.32% -2,345 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 20,355 $1.33M 0.48% -424 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,124 $1.32M 0.03% -21 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 18,394 $1.2M 0.14% -460 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 18,203 $1.19M 0.53% -2,748 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,031 $1.18M 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,012 $1.18M 0.09% -11 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,430 $1.14M 0.01% +305 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,376 $1.14M 0.06% +2,019 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,325 $1.13M 0.01% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,628 $1.09M 0.02% +2,097 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 16,346 $1.07M 0.6% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15,421 $1.01M 0.09% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 14,775 $967K 0.2% +66 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 13,823 $905K 0.45% -9 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,606 $891K <0.01% +9,469 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,559 $888K 0.16% +78 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,654 $829K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,244 $802K <0.01% +2,706 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,065 $763K 0.02% new 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,460 $750K 0.03% -210 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,116 $728K <0.01% +768 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,067 $725K 0.03% +310 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,951 $717K 0.02% -696 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,949 $717K 0.11% +643 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,418 $682K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,369 $679K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10,026 $656K 0.56% -38 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,748 $638K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,424 $617K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 9,286 $608K 0.05% -126 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,286 $608K 0.01% +46 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,679 $568K 0.15% +3 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 8,650 $566K 0.16% -5,064 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,431 $552K <0.01% +756 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 8,005 $524K 0.14% +45 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,999 $524K 0.04% -861 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,889 $517K 0.13% -10,291 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,847 $514K <0.01% -133 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,813 $512K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,766 $509K <0.01% -25 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,720 $505K 0.21% +219 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 7,425 $486K 0.07% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,350 $481K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,199 $471K 0.06% +744 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,192 $471K <0.01% +21 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,717 $440K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,580 $431K <0.01% new 13F-HR/A Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,533 $428K 0.14% +2 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,400 $419K 0.14% -1,960 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,389 $418K 0.14% -1,995 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,371 $417K <0.01% +1,110 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,291 $412K 0.1% +407 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,289 $412K 0.01% +1,666 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,271 $411K 0.03% -11,613 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,256 $410K 0.04% -12,512 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,211 $407K 0.03% +800 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,017 $394K 0.17% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,891 $386K 0.04% 0 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 5,866 $384K 0.42% -1,288 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,614 $368K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,521 $362K <0.01% -2,381 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,440 $356K 0.1% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,354 $351K <0.01% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 5,244 $343K 0.04% -26,195 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,238 $343K <0.01% +101 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,876 $319K <0.01% 0 13F-HR Timeline Symphony Financial Services, Inc. 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