MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,833,017 $42M 0.06% +170,030 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,484,974 $34M 0.01% +205,301 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 842,220 $19.3M <0.01% -155,578 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/ 776,550 $17.8M <0.01% +131,812 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 335,339 $7.68M <0.01% +18,696 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 307,757 $7.05M 0.27% +8,727 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 285,315 $6.54M 0.01% +288 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 269,364 $6.17M 0.37% -2,970 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 226,793 $5.2M <0.01% +68,907 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 203,526 $4.66M 0.09% -9,343 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 185,440 $4.25M -33,472 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 180,243 $4.13M <0.01% +10,943 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 177,887 $4.08M <0.01% +24,800 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 144,622 $3.31M <0.01% +46,927 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 137,701 $3.15M <0.01% -1,448 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 125,193 $2.87M <0.01% +72,605 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 125,047 $2.86M 0.18% +1,278 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 115,086 $2.64M 0.08% -6,648 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 101,978 $2.34M 0.44% +31,442 13F-HR/A Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 100,000 $2.29M 0.53% -2,063 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 90,516 $2.07M <0.01% +26,861 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 81,053 $1.86M <0.01% -48,281 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 78,054 $1.79M <0.01% new 13F-HR/A Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 78,023 $1.79M 0.54% +1,441 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 76,195 $1.75M 1.44% +21,636 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 70,992 $1.63M 0.01% -1,735 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 67,140 $1.54M 0.02% +12,866 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,546 $1.46M 0.01% +11,969 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,202 $1.43M 0.07% +2 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 61,030 $1.4M 0.19% +11,136 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 60,150 $1.38M 0.09% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 57,796 $1.32M 0.18% +2,736 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 57,081 $1.31M 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 55,926 $1.28M 0.02% -242,806 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,665 $1.21M 0.01% -847 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 50,375 $1.15M <0.01% +3,018 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 49,506 $1.13M 0.01% +22,436 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 47,831 $1.1M 0.04% +369 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 47,803 $1.1M 0.11% +2,846 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,662 $1.09M <0.01% +968 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 47,116 $1.08M 0.01% +11,799 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 46,564 $1.07M 0.04% +27,580 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 44,124 $1.01M 0.08% +3,574 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 43,502 $1M 0.03% +522 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 42,920 $983K 0.02% +320 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 42,838 $981K 0.06% -220 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,285 $969K <0.01% +7,074 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,204 $968K <0.01% -771 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 41,567 $952K 0.16% -2,926 13F-HR Timeline 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 0.77% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 39,973 $915K 0.44% +10,074 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 37,713 $864K 0.02% +1,884 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 37,484 $859K 0.06% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 35,880 $822K <0.01% +1,825 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 35,525 $814K 0.06% -1,425 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 30,744 $704K 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. 30,524 $699K <0.01% +17,943 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 28,178 $646K +5,138 Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27,562 $631K 0.06% -3,974 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 27,319 $626K 0.08% +3,600 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 27,096 $621K 0.13% +9,490 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,748 $590K <0.01% -544 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 22,844 $523K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,605 $518K <0.01% +4,384 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,886 $501K <0.01% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 21,511 $493K 0.1% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 20,988 $481K 0.05% +10,494 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 20,757 $476K 0.04% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 20,114 $455K 0.05% +5,428 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 19,515 $447K 0.09% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 19,393 $444K 0.02% -6,019 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,930 $411K <0.01% +1,811 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 17,866 $409K 0.23% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,000 $389K 0.1% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,857 $386K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,570 $380K <0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 15,786 $362K 0.01% +6,002 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 15,502 $355K <0.01% -5,962 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,375 $352K 0.02% +5,025 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,200 $348K 0.04% 0 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 14,602 $335K 0.29% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,600 $334K 0.01% +3,395 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,418 $330K 0.01% +4,000 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,118 $325K 0.09% +2,237 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,865 $318K 0.12% +1,795 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,608 $312K 0.01% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 13,608 $312K 0.07% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,381 $307K 0.03% +314 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,378 $306K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,378 $306K 0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,345 $306K 0.01% -613 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 13,000 $298K 0.1% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,966 $297K <0.01% new 13F-HR Timeline Group PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 12,432 $285K 0.2% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,994 $275K 0.01% -174 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% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,909 $273K 0.01% +159 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 11,907 $273K 0.04% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,770 $270K 0.01% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 11,555 $265K 0.14% -223 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 11,275 $258K 0.13% -900 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,156 $256K 0.04% 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 Auour Investments LLC More: the full row for Auour Investments LLC 11,021 $252K 0.08% +1,134 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 10,825 $248K 0.03% +727 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,780 $247K 0.08% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,603 $243K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10,553 $242K 0.16% -1,097 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,311 $236K 0.07% -1,225 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,273 $235K 0.03% +10 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 10,151 $233K 0.06% -7,758 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,144 $232K 0.01% -25 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 CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,731 $223K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,694 $222K <0.01% +530 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,394 $215K <0.01% +345 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 9,373 $215K 0.1% new 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 9,200 $211K 0.01% -56,800 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 JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,912 $204K <0.01% -862 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,514 $172K <0.01% +2,292 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,181 $165K <0.01% +6,521 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7,000 $160K 0.13% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,939 $136K <0.01% +4,221 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 5,697 $131K 0.11% 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/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,046 $93K <0.01% +2,700 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,859 $88.4K <0.01% +45 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,621 $83K <0.01% -879 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,290 $52.5K <0.01% +261 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,070 $47.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,466 $33.6K <0.01% -710 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,300 $29.8K 0.02% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,290 $29.6K <0.01% -1,532 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 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,205 $27.6K 0.03% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,152 $26.4K <0.01% +1,017 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 900 $20.6K 0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 700 $16K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $9.53K <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