BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,146,712 $741M 0.05% +4,968,140 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 2,580,017 $235M -64,264 Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,433,040 $130M 3.01% +117,740 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,111,639 $101M 0.03% +140,103 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 926,578 $81.1M 0.01% +344,364 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 676,988 $61.6M 0.09% -1,296 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 558,101 $50.8M <0.01% +37,002 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 492,559 $44.8M +67,973 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 323,971 $29.5M 0.01% +2,184 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 271,173 $24.7M +26,026 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 243,921 $22.2M 0.06% -7,184 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 218,006 $19.8M <0.01% +69,184 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 155,451 $14.1M 0.07% +25,904 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 141,366 $12.9M 0.16% +25,841 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 129,552 $11.8M 0.02% +20,780 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 128,235 $11.7M 0.91% -10,250 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 107,586 $9.78M 0.2% +4,528 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 100,723 $9.16M 0.01% -10,194 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 99,393 $9.04M 6.28% +4,544 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 98,371 $8.95M <0.01% +45,635 13F-HR/A Timeline Group Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 87,058 $7.92M 4.18% +51,648 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 83,317 $7.58M 0.01% -2,143 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 82,429 $7.5M 0.21% +13,668 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,429 $7.14M 0.02% -20,967 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 77,638 $7.06M 1.73% +3,763 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 74,734 $6.8M 0.19% +1,513 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 72,480 $6.59M 0.01% -55,266 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 67,602 $6.15M 1.14% -637 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 63,403 $5.77M 0.01% +3,171 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 62,179 $5.65M 0.01% +19,699 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 57,335 $5.21M <0.01% +10,967 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 53,402 $4.86M 2.46% -49,647 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 51,182 $4.66M 0.01% -3,843 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 50,803 $4.62M 0.02% -4,464 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 49,871 $4.54M 0.01% +27,647 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 49,663 $4.52M <0.01% -7,100 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 48,807 $4.44M 0.16% new 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 48,318 $4.39M 3.46% +2,518 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 48,255 $4.39M <0.01% +13,315 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 48,088 $4.37M 0.05% -51,521 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 44,987 $4.09M 0.02% +4,621 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,735 $3.98M 0.01% -2,549 13F-HR/A Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 42,337 $3.85M 1.62% +10,580 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 40,525 $3.69M 0.01% +268 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 38,015 $3.46M 0.26% +28,057 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 37,820 $3.44M 0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 37,559 $3.42M <0.01% +19,854 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 35,697 $3.25M 1.25% +112 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 27,503 $3M 1.13% +2,513 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,955 $2.82M <0.01% +28,627 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,916 $2.81M <0.01% -1,406 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 29,278 $2.66M 0.03% +2,758 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 27,907 $2.54M 0.32% +7 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 27,023 $2.46M 0.01% +4,374 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26,256 $2.39M 0.03% -1,351 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 24,420 $2.34M 0.48% +1,501 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 24,116 $2.19M 0.03% -1,024 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 23,868 $2.17M 0.23% +1,863 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 23,119 $2.1M <0.01% -8,805 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 23,013 $2.09M 0.66% +1,085 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 22,806 $2.07M 0.02% -385 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 22,461 $2.04M 0.27% -1,587 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 22,461 $2.04M 0.42% -3,479 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,203 $1.98M 0.01% +2,885 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 20,522 $1.87M 0.06% +1,540 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 20,202 $1.84M 0.6% +58 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 20,160 $1.83M 0.1% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 19,366 $1.76M 0.92% -1,537 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,195 $1.75M 0.14% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 18,684 $1.72M 0.27% +477 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,649 $1.7M <0.01% +1,200 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,495 $1.68M <0.01% +2,669 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 18,184 $1.65M 0.11% +471 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,580 $1.6M 0.04% +903 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,457 $1.59M <0.01% +2,354 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,875 $1.53M 0.02% -2,169 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,785 $1.53M <0.01% +403 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 16,233 $1.48M 0.06% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,489 $1.41M <0.01% +89 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,177 $1.38M 0.03% -1,950 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 14,674 $1.33M 0.17% -77 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 14,585 $1.33M 0.26% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 14,529 $1.32M 0.28% +1,368 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 13,948 $1.27M 0.09% -269 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,670 $1.24M 0.03% +1,366 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13,468 $1.22M 1.12% +73 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,120 $1.19M 0.05% +1,085 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 12,966 $1.18M 0.13% +967 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,949 $1.18M 0.06% -381 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 12,851 $1.17M 0.1% +24 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,181 $1.11M 0.01% -385 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,044 $1.1M 0.01% +1,755 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 12,005 $1.09M 0.12% +1,345 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 11,858 $1.08M 0.3% -546 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 11,533 $1.05M 0.39% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,315 $1.03M 0.04% +1,632 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,122 $1.01M 0.04% +2,414 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,879 $1000K 0.01% -1,789 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,376 $944K 0.01% +307 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,367 $943K 0.01% -80 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,958 $906K +4,145 Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,787 $890K 0.12% -691 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,670 $879K 0.07% +36 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,178 $835K 0.01% +16 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,935 $813K <0.01% -341 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 8,355 $760K 0.13% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,279 $753K 0.1% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,259 $751K <0.01% +897 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 8,073 $734K 0.48% -184 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,998 $727K 0.02% -1,692 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,998 $727K 0.18% -1,692 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 7,806 $710K 0.19% +2,478 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 7,737 $704K 0.44% -4,773 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,681 $699K 0.09% -8 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,523 $684K 0.05% +162 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,019 $638K 0.28% 0 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 6,962 $633K 0.33% +1,694 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,800 $625K 0.13% +98 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,844 $622K <0.01% -39 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,812 $619K 0.02% +4,626 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 6,656 $605K 0.04% -768 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 6,614 $601K 0.58% +2,322 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 6,508 $592K 0.46% +1,133 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,499 $591K <0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,390 $581K 0.01% 0 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,378 $580K 0.03% +70 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,333 $576K <0.01% +410 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6,222 $566K 0.15% +80 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,079 $553K 0.07% +1,901 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,062 $551K 0.1% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,021 $548K 0.01% -747 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,900 $537K 0.02% -28 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 5,853 $532K 0.23% -644 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,820 $529K 0.02% -16 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,806 $528K 0.12% -306 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 5,798 $527K 0.11% +38 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,659 $515K 0.01% +1,483 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,703 $512K 0.01% -640 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,529 $503K <0.01% +398 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,437 $494K 0.18% -596 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,430 $494K 0.09% -2,734 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,240 $477K 0.28% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,157 $469K 0.01% -2,908 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,131 $467K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,131 $467K 0.05% -242 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,977 $453K <0.01% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 4,971 $452K 0.38% -630 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,958 $451K 0.09% -352 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,911 $447K 0.26% -35 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,861 $442K 0.22% -50 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,765 $433K 0.03% +1,665 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,713 $429K 0.06% -986 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,692 $426K 0.13% -569 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 4,606 $419K 0.11% +163 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,597 $418K 0.01% -38 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,537 $413K <0.01% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,531 $412K 0.27% 0 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 4,527 $412K 0.34% -37 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,489 $408K 0.02% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,397 $400K 0.19% +351 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,295 $391K 0.02% +326 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 4,287 $390K 0.18% +1,515 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,254 $387K 0.21% +2,077 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,254 $387K <0.01% +1,591 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,210 $383K <0.01% +445 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,209 $383K 0.25% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,173 $379K 0.68% -1,574 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,594 $378K 0.05% +1 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 4,136 $376K 0.05% -302 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 4,135 $376K 0.05% -22 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,121 $375K <0.01% 0 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,054 $369K 0.11% -375 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,052 $369K 0.13% -4,054 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 3,976 $362K 0.26% 13F-HR Timeline Trust Co More: the full row for Trust Co 3,970 $361K 0.03% -3 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,889 $354K <0.01% -3,090 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 3,830 $348K 0.16% +450 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,932 $344K 0.11% +497 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,725 $339K 0.01% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 3,673 $334K 0.19% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,625 $330K <0.01% +785 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,509 $319K 0.09% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,493 $318K 0.11% +674 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,465 $315K <0.01% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,455 $314K 0.08% -419 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,435 $312K 0.04% -195 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,428 $312K 0.02% -421 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,372 $307K 0.01% +1,187 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,370 $306K -2,942 Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,346 $304K 0.03% +85 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,316 $302K 0.11% -53 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,866 $295K +1 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,245 $295K 0.02% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 3,231 $294K 0.09% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,165 $288K 0.04% +53 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,138 $285K <0.01% -20,495 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,121 $284K 0.09% -86 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,096 $282K 0.04% -1,000 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,996 $272K 0.06% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,994 $272K 0.06% 0 13F-HR Timeline