BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,570,885 $606M 0.05% +387,757 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 13,127,515 $586M 1.25% +3,945,532 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,101,819 $228M 0.17% +163,110 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,498,811 $156M 0.01% -444,339 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,106,329 $139M 0.06% -130,373 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,858,669 $83M -110,001 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,672,375 $74.7M 0.04% +204,535 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,319,151 $58.9M 0.02% +74,636 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 884,984 $39.5M 0.01% +371,228 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 763,043 $34.1M <0.01% -5,552,266 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 728,219 $32.5M 0.06% -5,850 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 668,180 $29.8M 0.07% -17,399 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 652,787 $29.2M 2.31% +291,473 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 647,291 $28.9M +213,186 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 548,389 $24.5M 0.01% +90,835 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 505,784 $22.6M <0.01% -267,273 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 480,422 $21.5M 0.73% -11,007 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 461,780 $20.6M 0.71% -27,290 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 423,757 $18.9M 0.03% +360,574 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 416,232 $18.6M 0.76% -7,018 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 415,739 $18.6M 0.09% -31,267 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 412,345 $18.4M 2.41% -11,674 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 370,864 $16.6M 0.28% -53,361 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 352,771 $15.8M 0.72% +9,575 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 336,967 $15.1M 0.01% +6,782 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 327,009 $14.7M 0.03% +123,976 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 303,170 $13.5M 0.02% +173,636 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 285,800 $12.8M 0.03% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 285,047 $12.7M 0.02% -4,948 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 267,236 $11.9M 0.01% -14,488 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 251,420 $11.2M 0.71% -64,890 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 246,967 $11M 0.3% -26,772 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 235,140 $10.5M <0.01% +132,471 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 223,413 $9.97M 0.01% +84,516 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 197,508 $8.82M 0.16% +39,834 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 177,133 $7.91M 0.02% -16,878 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 175,675 $7.85M 2.63% +1,663 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 166,670 $7.45M 0.02% +5,507 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 164,588 $7.35M 0.01% -8,828 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 153,835 $6.87M 0.73% +13,940 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 151,882 $6.78M 0.17% -48,140 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 146,768 $6.56M 0.05% +20,104 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 141,200 $6.31M 0.01% +87,319 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 140,767 $6.29M 3.43% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 136,476 $6.1M 0.06% +18,797 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 136,004 $6.08M 0.03% -32,820 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 133,657 $5.98M <0.01% -34,649 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 129,011 $5.76M 0.32% -13,480 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 126,439 $5.65M 0.06% -42,116 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 115,945 $5.18M <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 107,470 $4.79M 0.01% -18,898 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 101,347 $4.53M 0.06% +9,794 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 100,918 $4.51M 0.18% +98,171 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 95,568 $4.27M 1.15% +514 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 92,998 $4.15M 1.75% +1,347 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 87,759 $3.92M 0.47% +9,778 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 86,660 $3.87M 0.9% -237,230 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 86,551 $3.87M 0.99% +25,861 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 86,202 $3.85M 0.58% -2,312 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 80,454 $3.59M 0.01% -5,020 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 78,982 $3.53M 1.2% -18,193 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 77,460 $3.46M 0.01% -25,502 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 77,144 $3.45M 1.09% +8,636 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 76,157 $3.4M 0.61% +600 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 73,670 $3.29M 0.77% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 72,680 $3.25M 0.72% -21,802 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 71,045 $3.17M 0.81% +667 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 69,092 $3.09M 0.15% +5,986 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 66,656 $2.98M 0.07% -24,096 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 60,732 $2.71M 0.11% +1,725 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 60,719 $2.71M 0.01% +8,942 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 59,323 $2.65M 0.18% +35,231 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 56,057 $2.5M 0.31% -17,111 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 55,415 $2.48M 0.32% +27,177 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 54,486 $2.43M 0.03% -1,097 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 54,396 $2.43M <0.01% +12,884 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 49,392 $2.21M 0.13% -6,993 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 48,320 $2.16M 0.26% -2,826 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 48,237 $2.15M 0.13% -15 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 44,291 $1.98M 0.4% +103 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 43,329 $1.94M 0.27% -41,987 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 41,647 $1.86M 0.15% +23,588 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 41,630 $1.86M 0.39% -10,024 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 41,183 $1.84M 0.08% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 39,354 $1.76M 0.01% -352 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,779 $1.64M 0.01% +809 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 36,440 $1.63M 0.78% +1,000 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 36,409 $1.63M 0.3% +1,399 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35,610 $1.59M 0.04% -761 13F-HR Timeline SWS Partners More: the full row for SWS Partners 35,566 $1.59M 0.43% -18,743 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 34,561 $1.54M 0.24% -696 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 33,556 $1.5M 0.14% -34,386 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,543 $1.5M 0.01% -7,267 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 33,512 $1.49M 0.13% -1,078 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 32,662 $1.46M 0.04% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,543 $1.45M 0.02% +16,997 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 31,771 $1.42M 0.66% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 30,492 $1.36M 0.05% -29,653 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,480 $1.32M <0.01% -64,807 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 28,884 $1.29M 0.2% -804 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 28,349 $1.27M 0.11% -5,922 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 27,419 $1.22M 0.01% +948 13F-HR/A Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 24,621 $1.1M 1.68% -1,012 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,203 $1.08M 0.01% +931 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 24,179 $1.08M 0.11% +3,736 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 24,002 $1.07M 0.03% +10,955 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 23,815 $1.06M +2,561 Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 23,627 $1.06M 0.02% +10,084 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 23,436 $1.05M 0.08% +18,685 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,388 $1.04M <0.01% -9,601 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 23,306 $1.04M <0.01% -4,753 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 22,120 $988K 0.02% +2,039 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,995 $983K 0.03% -11,255 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 21,625 $966K 0.41% -2,380 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 21,063 $941K 0.49% +535 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 20,583 $919K 0.03% +232 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 20,500 $916K 0.04% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 20,146 $900K 0.34% +2,137 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 18,217 $831K 0.57% +3,171 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,526 $828K <0.01% -33,220 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,464 $825K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 18,254 $815K 0.42% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,178 $812K 0.11% -16,425 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 18,037 $806K 0.29% -313 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 17,937 $801K 0.08% -360 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 17,905 $800K 0.27% -2,585 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,771 $794K 0.01% -2,574 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 17,299 $773K 0.25% +8,440 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,265 $771K <0.01% -2,163 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 17,170 $767K 0.03% -10,807 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,163 $767K 0.05% +3,408 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,058 $762K 0.01% -6,779 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 17,020 $760K 0.06% +1,021 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 16,920 $756K 0.19% -841 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 16,739 $748K 0.31% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 16,710 $746K <0.01% -2,712 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 16,529 $738K 0.27% -41 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 16,228 $725K 0.23% +10,902 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 16,057 $717K 0.28% new 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,075 $673K 0.02% -575 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,741 $658K 0.29% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,465 $646K 0.02% +2,507 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,390 $643K 0.04% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,190 $634K 0.08% +6,669 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 14,002 $624K 0.33% -4,994 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 13,893 $621K 0.38% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,599 $607K <0.01% +6,206 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,536 $605K 0.22% +7 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,530 $604K 0.03% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 13,501 $603K 0.05% +813 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 13,214 $590K 0.21% -3,835 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,126 $586K <0.01% +761 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 13,055 $583K <0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 13,003 $581K 0.12% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,912 $577K <0.01% 0 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 12,727 $568K 0.2% -2,112 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,708 $568K 0.02% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,300 $549K 0.01% -625 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 11,968 $535K 0.53% +723 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,930 $533K 0.02% -237 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,830 $528K 0.05% -12,189 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,754 $525K <0.01% +2,446 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,750 $525K 0.27% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 11,678 $522K 0.04% -104,897 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,371 $508K 0.02% -202 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,366 $508K 0.28% -4 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 11,342 $507K 0.16% -736 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 10,927 $488K 0.07% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,686 $477K <0.01% +1,453 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 10,548 $471K 0.08% -681 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,162 $454K 0.32% +1,899 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,622 $430K 0.01% -13,214 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,584 $428K <0.01% +812 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,211 $411K <0.01% +1,410 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 9,146 $409K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,076 $405K 0.27% +166 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,014 $403K <0.01% -3,217 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,863 $396K 0.02% 0 13F-HR Timeline Investment Planning Advisors, Inc. 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