Betterment LLC More: the full row for Betterment LLC 12,106,265 $553M 1.05% -507,963 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,082,090 $324M 0.02% -6,523,423 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,340,865 $244M 0.15% +114,048 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,051,251 $139M 0.01% -510,886 13F-HR/A Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,511,565 $115M 0.04% -176,298 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,433,591 $111M +273,134 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,051,425 $93.8M 0.04% +125,331 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,618,969 $74M 0.02% +122,778 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 742,063 $58.7M 1.43% +716,356 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 971,110 $44.4M 0.01% +132,092 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 835,814 $38.2M 2.86% +110,583 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 724,240 $33.1M 0.06% -9,068 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 683,905 $31.3M 0.06% -2,224 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 657,092 $30M +170,861 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 613,049 $28M <0.01% -32,938 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 554,098 $25.3M -48,270 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 512,610 $23.4M <0.01% +16,959 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 481,299 $22M 0.36% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 470,893 $21.5M 0.65% -2,708 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 464,285 $21.2M 0.03% +158,096 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 441,931 $20.2M 2.37% +20,493 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 434,688 $19.9M 0.6% -6,056 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 382,973 $17.5M 0.15% +45,761 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 382,397 $17.5M 0.02% +262,824 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 371,533 $17M 0.07% -21,255 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 366,128 $16.7M 0.02% +25,222 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 354,581 $16.2M 0.01% -35,622 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 339,813 $15.5M 0.45% new 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 285,800 $13.1M 0.03% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 278,259 $12.7M 0.19% -7,341 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 270,152 $12.3M <0.01% -175,154 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 252,187 $11.5M 0.01% +1,777 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 246,457 $11.3M 0.24% +47,983 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 234,268 $10.7M 0.03% +60,097 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 212,929 $9.73M 0.01% -9,957 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 210,449 $9.62M 0.35% +6,758 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 210,261 $9.61M 0.36% +67,979 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 203,391 $9.37M 0.22% -24,785 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 201,597 $9.21M 0.09% new 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 186,341 $8.52M 3.36% +1,954 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 182,360 $8.34M 0.01% -140,963 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 181,721 $8.31M 0.82% -3,930 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 175,271 $8.01M 0.02% +6,196 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 166,377 $7.61M 1.46% -513 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 163,860 $7.49M 0.08% -56,027 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 163,498 $7.47M 0.12% -5,778 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 155,344 $7.1M 0.4% -84,228 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 155,134 $7.09M 0.32% +16,192 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 151,614 $6.93M 0.01% +248 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 149,860 $6.85M <0.01% +33,321 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 141,892 $6.49M 0.03% +2,562 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 140,767 $6.43M 3.26% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 135,013 $6.17M 1.17% +34,824 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 126,201 $5.77M 0.06% +3,292 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 119,857 $5.48M 0.04% +3,280 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 112,212 $5.13M 0.03% -1,005 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 108,628 $4.97M 1.14% +12,706 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 105,497 $4.82M 1.76% +13,373 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 104,085 $4.76M 0.02% -3,637 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 103,505 $4.73M 0.01% +89,750 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 101,869 $4.67M 0.01% -1,906 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 96,028 $4.39M 0.48% +2,806 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 89,713 $4.1M 1.07% +836 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. 88,727 $4.06M 0.08% +4,756 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 87,849 $4.02M 1.01% +8,692 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 87,807 $4.01M 0.12% +16,479 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 87,425 $4M <0.01% +64,586 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 86,626 $3.96M 0.5% -1,437 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 86,444 $3.95M 0.79% -216 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 86,074 $3.93M 1.18% +1,651 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 84,196 $3.85M 0.03% +31,733 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 82,823 $3.79M 1.32% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 82,719 $3.78M 0.72% -2,637 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 75,279 $3.44M 0.4% -1,430 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 73,941 $3.38M 0.01% -257 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 71,770 $3.28M 0.52% -7,641 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 71,379 $3.26M 0.38% -16,585 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 66,926 $3.06M 0.1% -5,275 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 66,389 $3.03M <0.01% -25,972 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 64,754 $2.96M 0.33% +19,784 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 64,275 $2.94M 0.01% -2,056 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 63,763 $2.91M 0.04% +13,587 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 60,460 $2.76M 0.16% +1,231 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 58,217 $2.66M 0.11% -9,516 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 56,675 $2.59M 0.57% -17,139 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 53,561 $2.45M 0.05% +543 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 48,237 $2.2M 0.11% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 47,461 $2.17M 0.03% +2,942 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 46,752 $2.14M 0.13% +16,849 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 45,392 $2.07M 0.04% +1,494 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 45,336 $2.07M 0.07% -957 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 43,966 $2.01M 1.34% +1,620 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 43,690 $2M 0.15% +545 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 42,551 $1.95M 1.47% +29,399 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 42,416 $1.94M 0.04% 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 42,411 $1.94M 0.16% +1,159 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 41,847 $1.91M 0.01% new 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 40,709 $1.86M 0.01% +227 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 38,709 $1.77M 0.64% +3,941 13F-HR/A Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 38,020 $1.74M 0.73% +7,017 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 34,561 $1.58M 0.22% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 342,120 $1.56M 0.38% +306,484 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,218 $1.47M <0.01% +1,587 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 32,126 $1.47M 0.01% +475 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 31,802 $1.46M 0.1% -1,714 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 30,999 $1.42M 0.07% +16,354 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,908 $1.41M 0.01% +4,481 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 30,001 $1.37M 0.04% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 28,921 $1.32M <0.01% -478 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 28,332 $1.3M 0.02% +850 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 28,126 $1.29M 0.16% -2,788 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 27,622 $1.26M 2.82% +2,211 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,367 $1.25M <0.01% -9,310 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 25,883 $1.18M 0.09% +968 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,796 $1.13M <0.01% +6,613 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 24,729 $1.13M 0.35% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 24,590 $1.12M 0.43% +1,130 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,789 $1.09M 0.02% +18,676 13F-HR/A Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 23,735 $1.08M 0.5% +1,163 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 23,481 $1.07M 0.36% +6,602 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 23,469 $1.07M 0.33% +1,249 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 23,443 $1.07M 0.07% +4 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 22,693 $1.04M 0.24% +116 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,011 $1.01M 0.02% +107 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,588 $941K 0.11% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 19,777 $904K <0.01% -689 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 19,660 $899K 0.07% +3,462 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 18,686 $854K 0.04% -1,598 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,464 $844K 0.01% 0 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 18,425 $842K 0.03% -1,310 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 18,099 $827K <0.01% +375 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,979 $822K 0.01% -4,773 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 17,905 $818K 0.25% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 17,670 $808K 0.37% -844 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 17,426 $797K 0.05% +182 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,128 $783K 0.04% -32 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 16,996 $777K 0.44% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 16,739 $765K 0.24% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,623 $760K <0.01% +10,431 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,434 $751K <0.01% +4,083 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 16,414 $750K 0.19% -1,178 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 16,318 $746K 0.3% +491 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 16,279 $744K 0.21% -2,557 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,779 $721K 0.07% -668 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 15,471 $707K 0.19% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 15,267 $698K 0.54% +2,704 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,643 $669K <0.01% +6,268 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 14,231 $651K 0.2% +688 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,838 $633K 0.02% -197 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,631 $623K <0.01% -174 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 13,358 $611K 0.07% -880 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,255 $606K 0.01% -3,965 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,803 $585K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,707 $581K 0.02% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 12,248 $560K 0.18% -380 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,223 $559K 0.04% -497 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,181 $557K 0.02% -320 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,109 $554K 0.04% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,750 $537K 0.23% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 11,715 $535K 0.19% -1,761 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,417 $522K 0.01% -9,910 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,403 $521K 0.22% +61 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,371 $520K 0.01% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,317 $517K 0.28% -193 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 11,232 $513K <0.01% -2,329 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,224 $513K +10,999 Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,080 $506K 0.04% -750 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,971 $501K 0.04% +5,328 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,771 $492K 0.01% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,572 $483K <0.01% +17 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,545 $482K <0.01% -57 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,227 $467K 0.01% +5,280 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,173 $465K 0.02% +2,000 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 10,066 $460K 0.24% -1,376 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,012 $458K 0.01% -305 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,584 $438K 0.04% +7,217 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 9,456 $432K 0.21% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,399 $428K 0.14% +124 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,863 $405K 0.02% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,820 $403K -16,245 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,688 $397K <0.01% 0 13F-HR/A Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 8,621 $394K 0.13% -7,683 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,617 $394K 0.06% -1,668 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,614 $394K 0.09% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,318 $380K <0.01% +2,615 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 8,317 $380K 0.11% -2,783 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,223 $376K 0.03% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,034 $367K 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,986 $365K 0.02% +333 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,943 $363K 0.02% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,890 $361K 0.12% -2,040 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,876 $360K 0.05% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 7,794 $356K 0.04% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,613 $348K 0.15% +887 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,581 $347K 0.01% +1,261 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,525 $344K 0.08% +614 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,464 $341K <0.01% -702 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,458 $341K 0.01% -6,801 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,355 $336K <0.01% -2,171 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,288 $335K 0.01% +1,517 13F-HR Timeline