Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 238,963 $33.5M 0.36% -8,009 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 234,669 $32.9M 0.05% +6,559 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 226,862 $31.8M 1.14% -10,928 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 171,147 $24M 0.11% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 134,423 $18.9M +1,411 Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 99,853 $14M 0.49% -18,743 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 91,995 $12.9M 5.53% -127 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 76,910 $10.8M 0.02% -167 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 73,334 $10.3M <0.01% -544 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 64,225 $9.02M <0.01% +12,372 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 63,644 $8.92M <0.01% +60,057 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 63,386 $8.89M 0.11% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 52,987 $7.43M <0.01% +532 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 49,071 $6.88M <0.01% +3,767 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,799 $6.16M <0.01% +3,034 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 39,826 $5.58M 0.03% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 36,807 $5.16M 0.06% -2,013 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/ 35,537 $4.98M <0.01% -194,666 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,944 $3.92M <0.01% -4,395 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 26,562 $3.72M 0.04% +3,053 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,557 $3.3M <0.01% +283 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,289 $3.13M <0.01% -79 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,745 $3.05M 0.01% +993 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 20,536 $2.88M 0.29% -1,265 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,797 $2.36M <0.01% new 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 15,529 $2.18M 0.93% -5 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 13,492 $1.89M 0.76% +2,980 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 26,164 $1.88M 0.5% -246 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,222 $1.85M 0.01% +970 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,280 $1.58M 0.01% -171 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,193 $1.57M <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,949 $1.54M <0.01% +1,520 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,711 $1.22M 0.14% -182 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,922 $1.11M 0.12% -601 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,975 $978K 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,816 $956K <0.01% +3,059 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 6,794 $953K 0.6% +216 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,670 $935K 0.7% +7 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,936 $832K 0.13% -1,320 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,624 $789K <0.01% +2,072 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,439 $763K 0.08% -435 13F-HR/A Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 4,688 $657K 0.15% -11 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,559 $639K <0.01% +86 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 4,547 $638K 0.07% +872 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 4,528 $635K 0.16% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,507 $632K 0.56% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,398 $617K 0.24% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,224 $592K 0.27% +5 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 4,211 $591K 0.44% -58 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,897 $546K 0.02% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,539 $496K 0.02% -2 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,527 $495K <0.01% -64 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,434 $482K <0.01% +27 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,269 $458K <0.01% +793 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,200 $449K 0.03% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,109 $436K 0.15% -40 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,844 $399K 0.01% -2,844 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,823 $396K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,797 $392K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,696 $378K 0.01% -200 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,659 $373K 0.11% -150 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,630 $369K 0.03% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,466 $345K 0.21% -272 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,345 $329K 0.01% +9 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,257 $317K <0.01% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,200 $309K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,184 $306K <0.01% +8 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,010 $282K <0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,000 $280K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,753 $246K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,735 $243K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,687 $237K <0.01% +8 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,537 $235K 0.07% +1,437 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,631 $229K <0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,630 $229K <0.01% -417 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,629 $228K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,543 $216K 0.18% +7 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,524 $214K <0.01% new 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,517 $213K <0.01% +7 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,503 $211K 0.05% new 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 1,500 $210K 0.1% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,373 $193K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,108 $155K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,100 $154K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,042 $146K <0.01% -363 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 948 $133K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 880 $123K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 712 $99.8K <0.01% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 637 $89.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 625 $87.6K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 500 $70.1K <0.01% -500 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 396 $55.6K 0.04% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 350 $49.1K <0.01% -60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 140 $19.6K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 137 $19.2K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 121 $17K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 98 $13.7K <0.01% +42 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 72 $10.1K <0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 33 $4.64K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18 $2.53K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3 $421 <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1 $140 <0.01% -68 13F-HR Timeline