MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,460,034 $32.8M 0.08% +30,103 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,338,511 $30.1M -151,504 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 982,583 $22.1M 0.01% -5,482 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 831,794 $18.7M <0.01% -25,740 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/ 490,193 $11M <0.01% +46,862 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 319,847 $7.19M <0.01% +36,919 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 307,934 $6.92M 0.01% +62,370 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 259,779 $5.84M 0.14% +22,154 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 252,600 $5.68M 0.2% +188,900 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 199,457 $4.49M 0.33% -12,102 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 171,387 $3.85M <0.01% -23,570 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 152,156 $3.42M 0.01% -6,862 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 149,220 $3.36M <0.01% +499 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 142,911 $3.21M 0.13% +5,452 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,536 $2.42M 0.01% +67,702 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 107,255 $2.41M 0.18% +2,505 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 105,928 $2.38M 0.08% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 104,190 $2.34M <0.01% -6,337 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 102,026 $2.29M 0.65% +11 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 77,746 $1.75M 0.01% -6,929 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 76,255 $1.71M 0.31% -151 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 75,379 $1.7M 0.41% +47,317 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 70,822 $1.59M 0.59% +7,638 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,196 $1.4M 0.09% +1 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 50,343 $1.13M <0.01% -3,397 13F-HR/A Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 49,196 $1.11M 0.01% +3,223 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 48,309 $1.09M <0.01% +18,890 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,780 $1.07M <0.01% +942 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 46,346 $1.04M 0.01% -2,628 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 43,261 $973K 0.04% +609 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 43,058 $968K 0.07% -110 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 42,137 $948K 0.12% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 41,000 $922K 0.14% 0 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 41,000 $922K 1.05% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 40,000 $900K 0.09% -4,175 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 38,521 $866K 0.09% -7,196 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,155 $858K <0.01% +5,423 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 35,807 $805K 0.03% +7 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35,477 $798K <0.01% +2,160 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 34,904 $785K 0.04% +12,584 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,437 $730K <0.01% +8,256 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 33,030 $725K <0.01% -4,084 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 31,829 $716K 0.02% +900 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 29,552 $665K <0.01% +2,553 13F-HR Timeline CROBAN More: the full row for CROBAN 29,243 $657K 0.61% +3,186 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 28,644 $644K 0.1% +1,700 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27,160 $611K 0.05% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 27,036 $608K 0.01% -2,360 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26,226 $590K <0.01% -1,631 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,313 $569K <0.01% +1,212 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 25,201 $567K 0.06% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,181 $544K <0.01% -576 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,664 $532K <0.01% +2,442 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 23,384 $526K 0.02% -2,500 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 22,707 $511K 0.09% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22,575 $508K <0.01% -38 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,159 $498K <0.01% -1,541 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 21,342 $480K 0.03% +1,555 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 20,938 $471K -19,358 Timeline COMERICA BANK More: the full row for COMERICA BANK 19,864 $447K <0.01% -200 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 19,665 $442K 0.05% 0 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 18,040 $406K 0.18% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 17,276 $389K 0.24% -650 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,051 $383K <0.01% -7,660 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,963 $359K <0.01% +4,420 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,749 $354K <0.01% +87 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,639 $329K <0.01% +80 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,726 $324K 0.13% +2,004 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 14,000 $315K 0.02% -17,428 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,958 $314K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,938 $313K 0.01% 0 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,858 $312K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,734 $309K 0.06% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,724 $309K 0.01% -24,789 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,350 $300K 0.02% +500 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13,220 $297K 0.23% +675 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,585 $283K 0.02% -25 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,182 $274K 0.13% +2,180 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,750 $264K 0.01% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,437 $257K 0.09% +57 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 11,383 $256K 0.07% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,450 $255K 0.02% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,287 $254K <0.01% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 11,191 $252K 0.02% -724 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,755 $242K 0.04% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 10,615 $236K 0.09% -3,856 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,439 $235K 0.01% -3,775 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,418 $234K 0.01% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,400 $234K <0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,345 $233K 0.01% -9,975 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,318 $232K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,158 $228K <0.01% new 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,999 $225K 0.05% -4,511 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,942 $201K 0.08% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,710 $196K 0.15% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,818 $108K <0.01% +3,362 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,500 $101K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4,421 $99.4K 0.04% +24 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,746 $84.2K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,085 $69.4K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,611 $58.7K <0.01% +1,980 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,070 $46K <0.01% +2,068 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,728 $38.9K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,617 $35.9K <0.01% -221 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,346 $30K <0.01% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,302 $29.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,110 $25K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,109 $24.9K <0.01% +62 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 800 $18.1K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 622 $14K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 327 $7.36K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 306 $6.88K <0.01% +2 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 267 $6K <0.01% -9 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 241 $5.42K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 241 $5.42K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 230 $5.17K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 232 $5K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 64 $1.44K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 61 $1.37K <0.01% +1 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 44 $989 <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 36 $809 <0.01% -1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,300 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.