MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,662,987 $38.1M 0.06% +455,059 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,279,673 $29.3M 0.01% +213,670 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 997,798 $22.8M <0.01% +239,152 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 644,738 $14.8M <0.01% +93,700 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 316,643 $7.25M <0.01% +2,596 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 299,030 $6.85M 0.25% +7,184 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 298,732 $6.84M 0.14% +13,572 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 285,027 $6.53M 0.01% -15,875 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 272,334 $6.21M 0.39% -52,344 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 218,912 $5.01M -933,848 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 212,869 $4.87M 0.1% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 169,300 $3.88M <0.01% -156,935 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 157,886 $3.62M <0.01% -4,318 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 153,087 $3.51M <0.01% +212 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 139,149 $3.19M <0.01% -737 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 129,334 $2.94M <0.01% +23,341 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 123,769 $2.83M 0.18% +3,441 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 121,734 $2.79M 0.08% +12,462 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 102,063 $2.34M 0.56% +18 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 97,695 $2.24M <0.01% +43,942 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 76,582 $1.75M 0.55% -365 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 72,727 $1.67M 0.01% +95 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 70,536 $1.62M 0.34% +26,151 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 66,000 $1.51M 0.06% -186,600 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 63,655 $1.46M <0.01% +23,608 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,200 $1.42M 0.08% +2 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 58,807 $1.35M 0.11% +26,935 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 57,081 $1.31M 0.02% +45,557 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 55,060 $1.26M 0.19% +5,091 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 54,559 $1.25M 1.07% +3,666 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 54,274 $1.24M 0.02% +8,884 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,512 $1.23M 0.01% +4,465 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 52,588 $1.2M <0.01% +4,466 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 51,577 $1.18M 0.01% +2,854 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 49,894 $1.14M 0.16% +2,408 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 47,462 $1.09M 0.04% +2,309 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 47,357 $1.08M <0.01% +14,529 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 46,694 $1.07M <0.01% +8,066 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 44,957 $1.03M 0.12% +2,440 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 44,493 $1.02M 0.17% -17,400 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 43,058 $986K 0.06% -1,000 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 42,980 $979K 0.03% +16,529 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,975 $978K <0.01% +9,925 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 42,600 $976K 0.03% +15,505 13F-HR Timeline Group DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 41,000 $939K 0.13% 0 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 41,000 $939K 0.93% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 40,550 $929K 0.08% +1,956 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 36,950 $846K 0.07% +500 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 35,829 $820K 0.02% +11 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,317 $809K 0.01% +9,527 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,211 $806K <0.01% +8,688 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 34,055 $780K <0.01% +777 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 31,536 $722K 0.05% +3,625 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 30,744 $704K 0.01% +5,263 13F-HR Timeline CROBAN More: the full row for CROBAN 29,899 $684K 0.46% -539 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,070 $620K <0.01% +497 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 26,292 $602K <0.01% +4,425 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 25,412 $582K 0.02% +1,361 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 23,719 $543K 0.07% +350 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,040 $528K +674 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,844 $523K <0.01% +685 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,886 $501K <0.01% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 21,511 $493K 0.11% +333 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 21,464 $492K <0.01% +4,580 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 20,757 $475K 0.05% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 18,984 $435K 0.02% -6,400 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,221 $417K <0.01% +2,007 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 17,909 $408K 0.14% -131 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 17,606 $403K 0.09% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,000 $389K 0.1% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,570 $379K 0.01% -10,584 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,119 $369K <0.01% -13,899 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,200 $348K 0.04% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,686 $334K 0.03% +1,381 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,958 $320K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,938 $319K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,608 $312K 0.01% -1,503 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 13,608 $312K 0.07% -1,503 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,067 $299K 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,581 $288K <0.01% -1,007 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 12,175 $279K 0.15% -4,101 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,168 $279K 0.01% -489 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,070 $276K 0.11% -306 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,921 $273K <0.01% +290 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,881 $271K 0.07% -2,164 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 11,778 $270K 0.15% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,770 $270K 0.01% -6,900 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,750 $269K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11,650 $267K 0.18% -1,270 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,536 $264K 0.08% +40 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,205 $257K <0.01% +1,532 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,065 $253K 0.02% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,603 $243K 0.01% -262 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 10,494 $240K 0.05% -889 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,418 $239K 0.01% 0 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,400 $238K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,350 $237K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,345 $237K 0.01% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 10,263 $235K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,263 $235K 0.04% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,169 $233K 0.01% -200 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 10,098 $231K 0.03% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,000 $229K 0.04% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 9,887 $226K 0.07% +341 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,784 $224K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,774 $224K <0.01% +4,464 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,164 $210K <0.01% +45 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,049 $207K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,000 $206K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,579 $196K 0.02% +2,818 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,222 $120K <0.01% +4,422 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,818 $110K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,500 $103K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,814 $87.3K <0.01% +34 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,822 $64.6K <0.01% +1,728 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,176 $49.8K <0.01% +559 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,070 $47.4K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,029 $46.5K <0.01% +1,994 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,718 $39.3K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,641 $37.6K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,346 $31K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,258 $28.8K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,142 $26.2K 0.01% -3,320 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 660 $15.1K <0.01% +616 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $9.53K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 327 $7.49K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 241 $5.52K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 241 $5.52K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 135 $3.09K <0.01% 0 13F-HR Timeline Group