NEPC LLC More: the full row for NEPC LLC 4,943,439 $380M 7.08% +260,586 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,469,754 $112M 3.06% +113,469 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 979,361 $75.2M 0.22% new 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 735,952 $56.5M 2.05% +19,850 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 732,637 $56.3M 0.9% new 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/ 565,786 $43.5M <0.01% +25,042 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 517,656 $39.8M 4.46% +173,726 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 416,368 $32M 0.02% +382,486 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 336,814 $25.9M 0.05% +38,817 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 312,175 $24M -32,804 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 189,689 $14.6M <0.01% +13,991 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 172,305 $13.2M 0.39% +17,176 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 163,219 $12.5M 0.06% +9,216 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 140,829 $10.8M 0.44% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 139,635 $10.7M 0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 136,096 $10.5M 0.09% new 13F-HR Timeline Group SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 135,694 $10.4M 10.11% 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 98,039 $7.53M 0.31% -264,833 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 93,243 $7.16M <0.01% -19,287 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 83,219 $6.39M <0.01% +69,647 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 77,049 $5.92M 0.94% -1,061 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 72,409 $5.56M 0.37% -872 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 70,908 $5.45M <0.01% +9,259 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 57,056 $4.4M 0.14% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 52,618 $4.04M <0.01% +499 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 51,631 $3.97M 0.35% +688 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 48,263 $3.71M 0.06% +7,422 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 42,753 $3.28M 0.5% -2,054 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,069 $3.08M <0.01% -30,776 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 38,411 $2.95M 1.76% +646 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 34,466 $2.63M 0.01% -995 13F-HR Timeline Raine Group LLC in group Raine Capital LLC More: the full row for Raine Group LLC 32,347 $2.48M 28.04% -6,699 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,347 $2.48M <0.01% -6,699 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,596 $2.2M 0.05% -587 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,816 $1.98M 0.21% +4,777 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,044 $1.92M <0.01% -1,365 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,633 $1.89M 0.02% -3,020 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,803 $1.72M 0.03% -3,378 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 21,196 $1.63M <0.01% +410 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,050 $1.54M <0.01% +5,461 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,826 $1.52M <0.01% +1,509 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 18,648 $1.43M <0.01% +233 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,914 $1.38M 0.01% -11,399 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 16,672 $1.28M 0.06% -1,937 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,056 $1.23M 0.02% -5,375 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,272 $1.17M <0.01% +11,370 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,217 $1.17M <0.01% +905 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,007 $1.15M <0.01% -26 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,877 $1.14M <0.01% +2,808 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 14,851 $1.14M 0.15% +164 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,108 $1.08M 0.01% -23,538 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 14,001 $1.08M 0.05% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,598 $1.04M <0.01% +1,409 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 12,323 $946K 0.03% +1,923 13F-HR Timeline Group Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 11,796 $906K 0.69% +2,509 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 10,644 $817K 0.45% +2,935 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,564 $811K 0.02% +100 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,875 $758K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9,525 $732K 0.25% -3,019 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 9,310 $715K 0.31% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 9,198 $706K 0.45% +850 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,087 $698K 0.33% +451 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,403 $645K <0.01% +3,072 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,405 $569K 0.05% -376 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,391 $568K 0.15% -259 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,945 $533K 0.06% +100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,742 $518K <0.01% -164 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 6,648 $511K 0.62% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,498 $499K <0.01% +523 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,377 $490K <0.01% +222 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,239 $479K <0.01% -330 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,902 $453K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,849 $449K <0.01% -34 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,673 $436K 0.02% -1,429 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,352 $411K 0.04% +615 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,263 $404K 0.04% +65 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 4,971 $382K 0.11% +54 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,927 $374K 0.08% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,847 $372K 0.06% +59 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,683 $360K 0.01% +785 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 4,629 $355K -8,181 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,288 $329K <0.01% +135 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 4,006 $308K 0.2% +9 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,989 $306K 0.01% new 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,870 $297K 0.12% +41 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,846 $295K <0.01% -2,068 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,825 $294K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,632 $279K 0.09% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,625 $278K <0.01% -6,239 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,604 $278K <0.01% -19,840 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,529 $271K <0.01% -213 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,318 $255K 0.02% +235 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,282 $252K 0.01% +359 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,257 $250K <0.01% -21 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,254 $250K 0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,103 $238K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,055 $235K 0.01% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,011 $231K 0.05% +4 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,996 $230K 0.22% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,924 $225K <0.01% new 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,789 $214K 0.07% -138 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,813 $214K 0.04% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,750 $211K <0.01% 0 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,725 $209K <0.01% +75 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,642 $203K 0.11% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,509 $193K <0.01% -574 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,431 $187K <0.01% -948 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,271 $174K <0.01% +351 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,099 $161K 0.01% -75 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,819 $140K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,676 $129K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,650 $127K <0.01% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,500 $115K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 888 $68.2K 0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 856 $65.7K <0.01% +326 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 643 $49.4K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 629 $48.3K <0.01% -250 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 520 $39.9K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 510 $39.2K 0.01% +6 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 504 $38.7K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 415 $31.9K <0.01% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 412 $31.6K 0.01% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 406 $31.2K <0.01% +5 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 465 $29K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 354 $27.2K 0.01% -773 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 350 $26.9K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 296 $22.8K <0.01% +1 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 21,720 $21.7K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 261 $20.1K <0.01% -308 13F-HR Timeline Group Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 255 $19.6K 0.03% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $15.4K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200 $15.4K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 187 $14.4K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 176 $13.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 175 $13.4K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 130 $9.93K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 112 $9K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 96 $7.4K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 80 $6.14K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 70 $5.38K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 60 $4.61K <0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16 $1.23K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13 $998 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10 $784 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $74 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $49 <0.01% 0 13F-HR Timeline Group