NEPC LLC More: the full row for NEPC LLC 2,455,525 $190M 4.81% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,002,796 $77M 3.28% +3,305 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 830,467 $64.2M 1.42% -105,746 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 712,370 $54.9M 2.57% +5,882 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 701,724 $54.3M 1.3% -3,318 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/ 499,380 $38.6M <0.01% +22,560 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 457,852 $35.4M <0.01% +390,203 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 269,456 $20.8M 0.06% +104,760 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 148,163 $11.5M <0.01% +8,413 13F-HR Timeline Group Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 143,651 $11.1M 2.11% -8,583 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 140,097 $10.8M <0.01% +36,415 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 109,251 $8.39M 1.62% -1,816 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 104,504 $8.08M <0.01% +5,534 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 98,452 $7.61M 0.31% +7,444 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 85,399 $6.6M 2.49% +14,331 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 68,000 $5.26M 0.01% -26,550 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 62,884 $4.86M 0.03% -332 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 58,212 $4.5M 0.45% -132 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 49,884 $3.86M -4,922 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 44,937 $3.47M 0.01% +1,496 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,242 $3.11M <0.01% +255 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 37,803 $2.92M <0.01% new 13F-HR/A Timeline Group Raine Group LLC in group Raine Capital LLC More: the full row for Raine Group LLC 37,537 $2.9M 18.25% -25,758 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 35,415 $2.74M 0.06% +229 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 34,580 $2.67M 1.85% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 33,872 $2.62M 0.03% -13,504 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 33,829 $2.62M 0.07% +9,885 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 31,575 $2.43M 0.02% +8 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 31,297 $2.42M 0.27% +375 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,220 $2.34M <0.01% -3,951 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,546 $2.13M <0.01% +7,572 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,129 $1.94M <0.01% +14,000 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 24,134 $1.87M 0.14% -6,248 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 22,893 $1.77M 0.18% +1,653 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,489 $1.66M <0.01% -338 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/ 20,791 $1.61M <0.01% +426 13F-HR/A Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,496 $1.5M 0.04% +163 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,202 $1.41M <0.01% +14,133 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,893 $1.31M 0.03% +577 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,119 $1.17M 0.01% -367 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,680 $1.14M <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 14,427 $1.12M 0.2% -45 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14,400 $1.11M 0.43% -518 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,546 $1.05M 0.06% +1,940 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,437 $1.04M <0.01% -1,397 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,282 $1.03M <0.01% -1,317 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,565 $972K +1,427 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,358 $956K <0.01% +444 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,834 $915K 0.01% -15,786 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,205 $789K <0.01% -1,607 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 9,310 $720K 0.5% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,307 $720K 0.02% -179 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,257 $716K 0.05% -137 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,795 $603K 0.08% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,650 $592K 0.18% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,601 $588K 0.39% +875 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,127 $551K <0.01% -444 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,745 $520K 0.01% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,868 $454K <0.01% +38 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,766 $446K 0.06% +983 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,538 $428K 0.14% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,450 $421K 0.01% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,415 $419K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,298 $410K <0.01% -163 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,293 $409K <0.01% -10,094 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,013 $388K 0.05% +60 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,849 $375K 0.07% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,798 $371K <0.01% +426 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,770 $369K 0.16% new 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 4,679 $362K 0.13% +516 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,654 $360K 0.04% +109 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,480 $345K 0.01% +62 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,140 $320K 0.01% -18 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,932 $304K 0.16% -3 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,839 $297K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,825 $296K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,632 $281K 0.11% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,212 $248K 0.24% -102 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,128 $242K <0.01% -213 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,674 $207K 0.19% -430 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,605 $201K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,352 $182K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,095 $162K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,951 $151K 0.04% -80 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,779 $138K 0.05% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,567 $121K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,430 $111K <0.01% +44 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,170 $90.5K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,125 $87K 0.04% -634 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,065 $82.4K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,053 $81.4K 0.02% -1,053 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,027 $79.4K <0.01% +12 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 843 $65.2K <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 796 $61.6K <0.01% new 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 745 $57.6K 0.08% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 705 $54.5K 0.04% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 634 $49K <0.01% +634 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 500 $38.7K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 474 $36K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 438 $33.9K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 255 $19.7K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 233 $18K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $15.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200 $15.5K <0.01% -100 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 200 $15.5K 0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 185 $14.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 175 $13.5K <0.01% +40 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 11,543 $11.5K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 118 $9.09K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 55 $4.25K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 50 $3.87K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 35 $2.71K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 35 $2.71K <0.01% -21 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 27 $2.1K <0.01% -64 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16 $1.24K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $71 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.