AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,915,678 $330M 0.08% +182,754 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,893,076 $328M 0.09% +611,527 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,491,789 $234M 0.05% -133,645 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,366,141 $226M 0.01% +451,909 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,050,156 $205M 0.06% +196,632 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,764,278 $186M 0.16% -157,316 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,123,638 $143M +101,090 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,019,351 $133M 0.06% +318,534 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,873,043 $126M 0.08% +218,062 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,742,004 $117M 0.16% -12,073 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,311,410 $88M 0.02% -98,885 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/ 1,265,480 $84.9M 0.01% +75,170 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,084,810 $72.8M 0.08% -5,194 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,001,204 $67.2M 8.68% +28,622 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 892,828 $59.9M 6.72% +7,368 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 818,029 $54.9M 0.26% +12,801 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 676,992 $45.4M 9.66% +23,206 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 670,909 $45M 3.75% -1,851 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 649,956 $43.6M 0.05% -29,179 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 562,825 $37.8M 6.72% +3,467 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 502,667 $33.7M +10,418 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 500,619 $33.6M 0.06% +13,514 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 416,595 $28M 19.68% -14,999 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 405,898 $27.2M 0.04% +210,978 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 335,988 $22.6M 0.04% -39,093 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 318,989 $21.4M 0.67% -401 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 305,427 $20.5M 0.86% -14,994 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 297,509 $20M 0.03% new 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 266,845 $17.9M 2.6% -12,033 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 257,004 $17.3M +28,650 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 250,050 $16.8M 0.04% -10,246 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 241,151 $16.2M 0.12% +786 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 233,466 $15.7M 0.17% +191,739 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 233,406 $15.7M 0.37% +191,679 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 222,449 $14.9M 0.17% +11,985 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 211,453 $14.2M 7.65% +103,888 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 201,138 $13.5M 5.3% +1,543 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 194,305 $13M 0.1% +8,000 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 190,546 $12.8M 1.52% +812 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 185,100 $12.4M 2.72% -11,444 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 183,499 $12.3M 4.28% -16,984 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 180,817 $12.1M 2.62% -83 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 179,959 $12.1M 5.13% +1,445 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 172,182 $11.6M +5,210 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 155,344 $10.4M 0.06% +9,685 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 152,638 $10.2M 0.01% -10,779 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 151,555 $10.2M 0.5% -5,459 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 147,589 $9.91M 3.08% +2,734 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 146,023 $9.77M 0.05% -10,282 13F-HR Timeline 46 Peaks LLC More: the full row for 46 Peaks LLC 145,555 $9.77M 7.11% +3,822 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 143,298 $9.62M 0.54% +65,650 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 130,657 $8.77M 0.31% +8,823 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 116,560 $7.82M 1.65% +10,350 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,881 $7.04M 0.01% -2,414 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 98,804 $6.63M 0.12% -1,829 13F-HR Timeline Group Forge Financial Services LLC More: the full row for Forge Financial Services LLC 96,407 $6.47M 0.66% -1,302 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 95,970 $6.44M 0.09% +50,846 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 94,122 $6.32M 0.28% +3,837 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 91,996 $6.26M 0.38% -4,532 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,198 $5.92M 0.01% +6,687 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 87,127 $5.85M 0.33% +20,741 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 86,428 $5.8M 0.16% +73,774 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 83,281 $5.59M 3.72% -226 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 82,150 $5.51M 0.13% -1,030 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 77,698 $5.22M 0.14% -34 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 63,817 $4.58M 0.1% -15 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 67,952 $4.56M 1.16% 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 63,048 $4.23M 2.11% +2,497 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 59,944 $4.02M 1.21% +482 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 59,913 $4.02M 0.07% +8,402 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 59,214 $4M 0.04% +14,714 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 58,619 $3.93M 0.74% +290 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 58,378 $3.92M 1.56% +10,893 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 56,547 $3.79M 0.01% +30,418 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 56,346 $3.78M 0.43% +711 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 55,354 $3.72M 0.01% +445 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 49,897 $3.26M <0.01% -11,905 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,075 $3.23M 0.02% +30,645 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 47,563 $3.19M 0.99% +2,015 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 47,211 $3.17M 0.02% -65 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 46,766 $3.14M 1% -7,459 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 46,476 $3.12M 0.03% +785 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 44,320 $2.97M 0.32% -469 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 44,233 $2.97M 0.33% -375 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 43,056 $2.89M 0.04% +19,138 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 42,268 $2.84M 1.91% +145 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 41,904 $2.81M 2.07% -3,243 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 40,644 $2.73M 0.95% +19,307 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,897 $2.61M 0.02% -8,434 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 36,096 $2.42M <0.01% -821 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 36,010 $2.42M 0.03% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 35,906 $2.41M 0.87% -848 13F-HR/A Timeline Group PFG Advisors More: the full row for PFG Advisors 33,263 $2.23M 0.11% -34,464 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 32,417 $2.18M 0.07% +3,706 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 31,798 $2.13M 0.13% -380 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,641 $2.12M 0.02% +766 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,599 $2.12M 0.22% -43 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 31,497 $2.11M 0.63% -10 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 31,153 $2.09M 0.1% +3,062 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,620 $1.99M 0.01% -9,718 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 29,269 $1.96M 0.01% +384 13F-HR/A Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 28,922 $1.94M 0.61% -26 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 28,393 $1.91M 0.16% -735 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,903 $1.87M 0.01% -610 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 27,656 $1.86M 0.31% -7,110 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 27,254 $1.83M 0.66% -58 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 26,895 $1.81M 0.97% +697 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 26,511 $1.78M <0.01% +24,986 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 25,323 $1.71M 0.12% -2,161 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,195 $1.69M 0.06% +7,164 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 25,083 $1.68M 1.17% -2,227 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 24,738 $1.66M 0.02% -5,736 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 23,873 $1.6M 0.12% -3,592 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 23,722 $1.59M 0.01% -13 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 23,538 $1.58M 1.17% -453 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 23,524 $1.58M 0.02% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 27,193 $1.56M 0.49% -8,710 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,783 $1.53M 0.12% -39 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,449 $1.51M 0.01% +5,124 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,448 $1.51M 0.03% +2,324 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 22,432 $1.51M 1.03% +994 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,401 $1.44M <0.01% -3,330 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,920 $1.4M 0.35% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,335 $1.36M 0.07% +2,959 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 20,325 $1.36M 0.48% -30 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 19,796 $1.33M 0.16% +1,402 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,327 $1.23M 0.04% -14,581 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,012 $1.21M 0.08% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,846 $1.2M <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,600 $1.18M <0.01% -6,815 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,009 $1.14M 0.02% -6,644 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 15,794 $1.14M 0.57% -552 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 16,964 $1.14M 0.28% -3,767 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 16,859 $1.13M 0.48% -1,344 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 16,665 $1.12M 0.66% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16,006 $1.07M 0.17% +15,638 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,523 $1.04M <0.01% +3,279 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 15,421 $1.04M 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,168 $1.02M 0.01% -1,460 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 13,823 $928K 0.45% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,486 $905K 0.16% -73 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,887 $805K <0.01% +8,691 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,714 $786K <0.01% +598 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,368 $763K 0.03% -92 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,156 $749K 0.03% +89 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,558 $745K -507 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,021 $740K <0.01% +603 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,985 $737K <0.01% -2,621 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,896 $731K 0.08% +3,697 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,878 $730K 0.02% -73 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,949 $717K 0.07% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10,026 $673K 0.57% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,977 $670K <0.01% -392 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,707 $652K <0.01% +1,941 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,689 $650K 0.01% +403 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,238 $620K 0.06% -186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 9,193 $617K 0.05% -93 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,679 $583K 0.16% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 8,443 $567K 0.16% -207 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,308 $558K <0.01% -123 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,110 $544K <0.01% +918 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,840 $542K <0.01% +7,260 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,059 $541K 0.22% +339 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 8,005 $537K 0.16% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,865 $528K <0.01% +18 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,310 $528K 0.12% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,813 $524K <0.01% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 7,425 $498K 0.09% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,007 $470K 0.04% -992 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,592 $445K 0.01% -125 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,563 $441K 0.01% +4,870 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,525 $438K 0.15% +136 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,402 $430K 0.01% +113 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,325 $425K 0.14% -208 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,256 $420K 0.04% 0 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,249 $419K 0.1% -1,640 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,217 $417K 0.1% -74 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,034 $405K <0.01% +513 13F-HR Timeline Group ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,017 $404K 0.17% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,003 $403K 0.03% -208 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,891 $395K 0.04% 0 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 5,866 $394K 0.47% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,614 $377K 0.06% 0 13F-HR Timeline Sterling Wealth Management, Inc. 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