NEPC LLC More: the full row for NEPC LLC 2,455,525 $186M 4.99% +642,813 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 916,624 $69.4M 1.67% +3,949 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 919,993 $68.9M 3.64% +110,469 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 722,809 $54.6M 2.69% +6,982 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 718,891 $54.4M 1.35% +7,197 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/ 440,977 $33.4M <0.01% +6,285 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 209,114 $15.8M -89,178 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 161,164 $12.2M 0.04% -116,688 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 141,664 $10.7M 2.22% +11,028 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 137,701 $10.4M 0.02% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 129,328 $9.79M <0.01% +1,104 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 114,708 $8.68M 0.1% -19,278 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 114,708 $8.68M 2% -19,278 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 95,992 $7.27M <0.01% +9,904 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 95,893 $7.26M <0.01% -12,995 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 85,515 $6.47M 0.01% +5,645 13F-HR Timeline Group Raine Group LLC in group Raine Capital LLC More: the full row for Raine Group LLC 62,795 $4.75M 28.41% +995 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,919 $4.72M 0.03% +576 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 61,188 $4.63M 0.06% -1,282 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 48,108 $3.64M 0.33% -22,062 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 44,335 $3.36M 0.04% -3,337 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,867 $3.32M <0.01% +2,003 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,166 $3.12M <0.01% +24,835 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,710 $3.08M <0.01% +375 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 39,075 $2.96M 0.34% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 35,954 $2.72M 0.24% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 35,016 $2.65M 0.01% -32,518 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 34,333 $2.6M 0.06% +9,256 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30,436 $2.3M 0.02% +229 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 27,527 $2.08M 0.24% +562 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,422 $1.92M +2,510 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 22,472 $1.7M <0.01% +7,391 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 21,741 $1.65M <0.01% +1,475 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 20,225 $1.53M 0.07% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,182 $1.44M 0.05% +7,453 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,549 $1.33M 0.15% +1,092 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,030 $1.21M <0.01% 13F-HR/A Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 15,978 $1.21M 0.26% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,150 $1.15M <0.01% -167 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 15,046 $1.14M 0.48% +4,943 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,831 $1.12M <0.01% +485 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,478 $1.1M 0.01% -2,125 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,280 $1.08M 0.03% +1,709 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,125 $1.07M <0.01% +1,917 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 10,916 $826K 0.05% +673 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,340 $783K <0.01% -1 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,502 $719K 0.09% -260 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,389 $711K <0.01% -356 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 9,310 $705K 0.62% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,175 $695K <0.01% -4,791 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,881 $598K 0.09% -2,735 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,650 $579K 0.19% +65 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,563 $573K <0.01% +844 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 6,929 $525K 0.04% +2,495 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,467 $490K 0.41% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,963 $451K <0.01% -152 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,720 $433K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,667 $429K <0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,450 $413K 0.01% -350 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,010 $379K 0.15% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,916 $372K 0.06% 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,742 $359K 0.05% +269 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,490 $340K 0.01% -580 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,390 $332K <0.01% -1,469 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 4,254 $322K 0.13% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 4,212 $319K 0.09% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,951 $299K 0.21% -156 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,862 $292K <0.01% +706 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,825 $290K 0.01% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,814 $289K 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,791 $287K <0.01% -92 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,632 $275K 0.1% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,525 $267K 0.02% -1,997 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,444 $261K 0.26% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,325 $252K <0.01% -144 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,104 $235K 0.16% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,800 $212K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,314 $175K 0.01% -10,632 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,095 $159K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 64,722 $151K <0.01% +1,282 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,815 $138K 0.04% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,746 $132K 0.07% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,653 $125K 0.02% +22 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,453 $110K <0.01% 0 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,376 $104K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,200 $90.9K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,100 $83.3K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,030 $78K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,008 $76.3K <0.01% +14 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 843 $63.8K <0.01% 0 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 705 $53.4K 0.04% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 515 $39K 0.03% -22 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 500 $37.9K 0.02% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 401 $30.4K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 255 $19.3K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 254 $19K 0.01% +4 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 233 $17.6K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $15.1K <0.01% +100 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 200 $15.1K 0.01% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 185 $14K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 183 $13.9K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 170 $12.9K <0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 11,543 $11.5K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 135 $10.2K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 128 $9.69K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 115 $8.73K <0.01% +25 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 103 $7.81K <0.01% -19,021 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 103 $7.8K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $7.57K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 35 $2.65K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $76 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $67 <0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $8 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.