BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,605,513 $620M 0.05% +34,628 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 12,614,228 $575M 1.14% -513,287 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,226,817 $238M 0.16% +124,998 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,562,137 $162M 0.01% +63,326 13F-HR/A Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,687,863 $122M 0.04% -418,466 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,160,457 $98.5M +301,788 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,926,094 $87.8M 0.04% +253,719 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,496,191 $68.2M 0.02% +177,040 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 870,000 $39.6M 0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 839,018 $38.2M 0.01% -45,966 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 733,308 $33.4M 0.06% +5,089 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 725,231 $33M 2.54% +72,444 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 686,129 $31.3M 0.07% +17,949 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 645,987 $29.4M <0.01% -117,056 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 602,368 $27.4M -44,923 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 495,651 $22.6M <0.01% -52,738 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 486,231 $22.2M <0.01% -19,553 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 473,601 $21.6M 0.68% -6,821 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 445,306 $20.3M <0.01% +210,166 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 440,744 $20.1M 0.64% -21,036 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 421,438 $19.2M 2.3% +9,093 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 392,788 $17.9M 0.08% -22,951 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 390,203 $17.8M 0.02% +53,236 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 340,906 $15.5M 0.02% +55,859 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 337,212 $15.4M 0.12% +200,736 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 323,323 $14.6M 0.02% -3,686 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 306,189 $14M 0.02% +3,019 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 285,800 $13M 0.03% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 285,600 $13M 0.21% -85,264 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 250,410 $11.4M 0.01% -16,826 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 239,572 $10.9M 0.64% -11,848 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 228,176 $10.4M 0.26% -18,791 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 222,886 $10.2M 0.01% -527 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 219,887 $10M 0.12% +118,540 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 203,691 $9.28M 0.35% -212,541 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 198,474 $9.04M 0.2% +46,592 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 185,651 $8.46M 0.86% +31,816 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 184,387 $8.4M 3.39% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 174,171 $7.94M 0.02% -2,962 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 169,276 $7.71M 0.13% -28,232 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 169,075 $7.71M 0.02% +2,405 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 166,890 $7.61M 1.6% +93,220 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 151,366 $6.9M 0.01% -13,222 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 142,282 $6.48M 0.24% +41,364 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 140,767 $6.41M 3.32% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 139,330 $6.35M 0.04% -7,438 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 138,942 $6.33M 0.31% +9,931 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 122,909 $5.6M 0.06% -3,530 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 119,573 $5.45M 0.01% -304,184 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 116,539 $5.32M <0.01% -17,118 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 116,577 $5.31M 0.03% -19,427 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 113,217 $5.16M 0.03% +76,438 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 107,722 $4.91M 0.02% +27,268 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 103,775 $4.72M 0.01% -3,695 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100,189 $4.57M 0.9% +27,509 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 95,922 $4.37M 1.05% +9,371 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 93,222 $4.25M 0.48% +37,165 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 92,361 $4.21M <0.01% -23,584 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 92,124 $4.2M 1.6% -874 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 88,877 $4.05M 1% -6,691 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 88,063 $4.01M 0.55% +1,861 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 87,964 $4.01M 0.46% +205 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 86,660 $3.95M 0.83% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 85,356 $3.89M 0.54% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 84,423 $3.85M 1.2% +5,441 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. 83,971 $3.83M 0.08% +17,315 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 79,411 $3.62M 0.58% +3,254 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 79,157 $3.61M 0.9% +2,013 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 76,709 $3.5M 0.41% +21,294 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 74,198 $3.38M 0.01% -3,262 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 73,814 $3.36M 0.75% +2,769 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 72,201 $3.29M 0.15% +12,878 13F-HR Timeline CX Institutional More: the full row for CX Institutional 71,328 $3.25M 0.1% +40,836 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 67,733 $3.09M 0.14% -1,359 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 66,331 $3.02M 0.01% +32,788 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 59,229 $2.7M 0.16% +9,837 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 53,018 $2.42M 0.05% +17,408 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 52,463 $2.39M 0.02% -2,023 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 50,176 $2.29M 0.03% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 48,237 $2.2M 0.12% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 46,293 $2.11M 0.07% -14,439 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 44,970 $2.05M 0.23% -3,350 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 44,519 $2.03M 0.03% +22,399 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 44,291 $2.01M 0.38% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 43,898 $2M 0.07% +2,715 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 43,145 $1.98M 0.15% +1,498 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 42,346 $1.93M 1.35% new 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 42,331 $1.93M 0.33% +5,922 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 41,252 $1.88M 0.16% +17,073 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,482 $1.84M 0.01% +1,128 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 36,677 $1.67M <0.01% -17,719 13F-HR Timeline Group SWS Partners More: the full row for SWS Partners 35,636 $1.62M 0.4% +70 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 34,768 $1.58M 0.59% +18,711 13F-HR/A Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 34,561 $1.57M 0.24% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 33,516 $1.53M 0.12% +4 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 31,651 $1.44M 0.01% -892 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 31,003 $1.41M 0.62% -768 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 30,914 $1.41M 0.19% +2,030 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,631 $1.39M <0.01% +26,391 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 29,903 $1.36M 0.12% -3,653 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 29,399 $1.34M <0.01% +6,093 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,482 $1.25M 0.03% -5,180 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,427 $1.2M 0.01% -992 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,707 $1.17M 0.03% +11,242 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 25,474 $1.16M 0.33% new 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 25,411 $1.16M 2.66% +790 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 25,128 $1.15M 0.02% +1,501 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 25,065 $1.14M +1,250 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 24,915 $1.14M 0.09% -3,434 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 24,729 $1.13M 0.35% 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 23,460 $1.07M 0.41% +1,835 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 23,439 $1.07M 0.07% +3 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,839 $1.04M <0.01% -6,641 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,752 $1.04M 0.01% -1,451 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 22,577 $1.03M 0.25% new 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 22,572 $1.03M 0.49% +1,509 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 22,220 $1.01M 0.33% +2,074 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,904 $998K 0.03% -91 13F-HR/A Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 21,483 $979K 0.19% -20,147 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 21,327 $972K 0.03% +744 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,588 $938K 0.12% -22,741 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,466 $933K <0.01% +1,940 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 20,284 $924K 0.04% -216 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 19,800 $902K <0.01% -121,400 13F-HR Timeline 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 19,735 $899K 0.04% +2,565 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 18,836 $858K 0.26% +1,537 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 18,514 $844K 0.38% +260 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,464 $841K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,183 $829K <0.01% +5,057 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 17,905 $816K 0.26% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,724 $808K <0.01% +459 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 17,592 $802K 0.18% +672 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 17,244 $786K 0.08% +10,540 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,220 $785K 0.01% -551 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,160 $782K 0.04% -3 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 16,879 $769K 0.26% -1,158 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 16,739 $763K 0.27% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 16,447 $749K 0.07% -1,490 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 16,304 $743K 0.25% -225 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 16,198 $738K 0.07% -822 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 15,827 $721K 0.3% +10,428 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 15,471 $705K 0.2% -757 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,645 $667K 0.04% +255 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,259 $650K 0.02% -9,743 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 14,238 $649K 0.08% -3,940 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,035 $640K 0.02% -1,040 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,805 $629K <0.01% +206 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,755 $627K <0.01% -9,633 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,561 $618K <0.01% -3,149 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,543 $617K 0.2% +7 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13,476 $614K 0.23% -1,265 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 13,152 $599K 0.54% -741 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,912 $588K <0.01% 0 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,720 $580K 0.05% -781 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,707 $579K 0.02% -1 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 12,628 $575K 0.19% -99 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 12,563 $573K 0.46% +595 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,501 $570K 0.02% +571 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,351 $563K <0.01% +1,665 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,830 $539K 0.05% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,754 $536K <0.01% 0 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,750 $535K 0.26% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,510 $528K 0.31% +1,348 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,442 $521K 0.27% +76 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,371 $518K 0.01% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,342 $517K 0.23% -2,660 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 11,100 $506K 0.15% -242 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,950 $499K 0.12% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,602 $483K <0.01% +1,588 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,555 $481K <0.01% +971 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,317 $470K 0.01% -1,983 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 10,285 $469K 0.07% -263 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 9,930 $453K 0.15% -3,284 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,526 $434K <0.01% +2,559 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 9,510 $433K 0.23% +2,070 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. 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