MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,207,928 $27.3M 0.06% -252,106 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,152,760 $26M -185,751 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,066,003 $24.1M 0.01% +83,420 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 758,646 $17.1M <0.01% -73,148 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/ 551,038 $12.4M <0.01% +60,845 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 326,235 $7.37M <0.01% +222,045 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 324,678 $7.33M 0.49% +125,221 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 314,047 $7.09M <0.01% -5,800 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 300,902 $6.8M 0.01% -7,032 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 291,846 $6.59M 0.24% +148,935 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 285,160 $6.44M 0.14% +25,381 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 252,600 $5.68M 0.2% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 162,204 $3.66M <0.01% -9,183 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 152,875 $3.45M <0.01% +3,655 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 139,886 $3.16M <0.01% -12,270 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 136,280 $3.08M <0.01% new 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 120,328 $2.72M 0.18% +13,073 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 109,272 $2.47M 0.08% +3,344 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 105,993 $2.39M <0.01% -1,543 13F-HR/A Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 102,045 $2.31M 0.61% +19 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 76,947 $1.74M 0.59% +6,125 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 72,632 $1.64M 0.01% -5,114 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,198 $1.41M 0.09% +2 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 61,893 $1.4M 0.25% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 53,753 $1.21M <0.01% +5,973 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 50,893 $1.15M 1.08% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 49,969 $1.13M 0.18% -26,286 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 49,047 $1.11M 0.01% +2,701 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 48,723 $1.1M 0.01% -473 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 48,122 $1.09M <0.01% -2,221 13F-HR/A Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 47,486 $1.07M 0.17% +24,779 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 45,680 $1.03M <0.01% new 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 45,390 $1.03M 0.02% +31,666 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 45,153 $1.02M 0.04% +1,892 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 44,385 $1M 0.22% -30,994 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 44,058 $995K 0.07% +1,000 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 42,517 $960K 0.12% +380 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 41,000 $926K 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 $926K 1.05% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40,047 $903K <0.01% +13,821 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,628 $873K <0.01% +3,151 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 38,594 $872K 0.08% +73 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 36,450 $823K 0.07% -3,550 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 35,818 $809K 0.02% +11 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 33,278 $752K <0.01% +3,726 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,050 $746K <0.01% -5,105 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 32,828 $742K <0.01% -202 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 31,872 $720K 0.1% new 13F-HR Timeline CROBAN More: the full row for CROBAN 30,438 $687K 0.59% +1,195 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,018 $678K <0.01% +5,837 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27,911 $630K 0.05% +751 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,154 $613K 0.01% -4,675 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 27,095 $612K 0.02% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,573 $600K <0.01% -5,864 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 26,451 $599K 0.02% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,523 $599K <0.01% +1,210 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,790 $583K <0.01% +15,632 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 25,481 $576K 0.01% -1,555 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 25,384 $573K 0.02% +2,000 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,051 $543K 0.03% +2,709 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 23,369 $528K 0.07% -5,275 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 22,366 $505K +1,428 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,159 $501K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,867 $494K <0.01% -1,797 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 21,178 $478K 0.12% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 20,757 $469K 0.05% -4,444 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 19,401 $438K 0.21% new 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 19,401 $438K 0.16% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,670 $422K 0.02% -16,234 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 18,040 $407K 0.15% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,884 $381K <0.01% -2,980 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 16,276 $368K 0.22% -1,000 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,214 $366K <0.01% +1,575 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,894 $359K <0.01% +145 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 15,515 $350K 0.05% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,200 $343K 0.05% +4,445 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,111 $341K 0.01% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 15,111 $341K 0.07% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,045 $315K 0.09% -681 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,958 $315K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,938 $315K 0.01% 0 13F-HR/A Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,595 $307K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,588 $307K <0.01% -3,463 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 13,305 $300K 0.02% +1,855 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,067 $295K 0.03% -791 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 12,920 $292K 0.21% -300 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,657 $286K 0.02% -1,343 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,593 $284K 0.02% +8 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,376 $280K 0.12% +194 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,750 $265K 0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,631 $263K <0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,524 $260K <0.01% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,496 $260K 0.08% +59 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 11,383 $257K 0.06% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,065 $250K 0.02% -8,600 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,916 $247K <0.01% -5,047 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,865 $245K 0.01% -326 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,418 $235K 0.01% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,400 $235K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,369 $234K 0.01% -70 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,345 $234K 0.01% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,000 $226K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,673 $219K <0.01% -645 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 9,546 $216K 0.07% -1,069 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,119 $206K <0.01% -2,168 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,000 $203K <0.01% -39,309 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,761 $130K 0.01% +4,033 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,310 $120K <0.01% +2,699 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,818 $109K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,500 $102K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4,462 $101K 0.04% +41 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,780 $85.4K <0.01% +34 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,070 $46K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,718 $38.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,617 $36.5K <0.01% 0 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 Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,258 $28.4K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,110 $25.1K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,094 $24.7K <0.01% -15 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 $14.1K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $9.4K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 327 $7.39K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 241 $5.44K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 241 $5.44K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 135 $3.05K <0.01% -171 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 44 $994 <0.01% -223 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 35 $790 <0.01% -1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.