NEPC LLC More: the full row for NEPC LLC 2,455,525 $192M 5.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,083,517 $84.8M 3.15% +80,721 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 873,630 $68.5M 1.41% +43,163 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 726,560 $56.9M 2.46% +14,190 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 726,238 $56.9M 1.2% +24,514 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/ 542,974 $42.6M <0.01% +43,594 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 298,407 $23.4M 0.06% +28,951 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 203,035 $15.9M <0.01% -254,817 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 147,517 $11.6M <0.01% +7,420 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 146,989 $11.5M 2.09% +3,338 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 142,045 $11.1M <0.01% -6,118 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 107,270 $8.41M 0.31% +8,818 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 105,237 $8.25M <0.01% +733 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 90,685 $7.11M 1.23% +85,836 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 88,755 $6.96M 2.74% +3,356 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 82,799 $6.49M 1.16% -26,452 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 $5.33M 0.01% 0 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 60,505 $4.74M 0.42% +2,293 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,360 $4.1M <0.01% +2,476 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,049 $3.84M <0.01% +8,807 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 46,442 $3.64M <0.01% +1,505 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,296 $3M <0.01% +493 13F-HR Timeline Group Raine Group LLC in group Raine Capital LLC More: the full row for Raine Group LLC 38,026 $2.98M 23.67% +489 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 36,112 $2.83M 0.06% +697 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 36,071 $2.83M 1.85% +1,491 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 35,057 $2.75M 0.07% +1,228 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 33,935 $2.66M 0.02% +2,360 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 32,778 $2.57M 0.03% -1,094 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 31,686 $2.48M 0.24% +389 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,142 $2.36M <0.01% -78 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,691 $2.09M <0.01% +8,489 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,778 $1.86M <0.01% -3,768 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 23,587 $1.85M <0.01% +2,098 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 22,653 $1.78M 0.12% -1,481 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 21,928 $1.72M 0.22% -965 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/ 20,786 $1.63M <0.01% -5 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,734 $1.56M 0.04% +238 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,976 $1.41M 0.03% +1,083 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,946 $1.25M 0.01% +827 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,664 $1.23M <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,083 $1.18M 0.06% +1,537 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,680 $1.15M <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 14,606 $1.14M 0.19% +179 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14,600 $1.14M 0.42% +200 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,381 $1.05M <0.01% +99 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,185 $1.03M <0.01% +2,980 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,358 $969K <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,083 $947K <0.01% +4,956 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,850 $929K <0.01% -1,587 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,732 $920K -833 Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,535 $747K 0.02% +228 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,420 $738K 0.03% +163 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 9,310 $730K 0.43% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,476 $664K 0.39% +875 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,781 $610K 0.07% -14 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,770 $609K 0.01% -4,064 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,692 $603K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,650 $600K 0.18% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,319 $576K 0.07% +1,553 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,639 $520K 0.01% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 6,267 $491K <0.01% +399 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,197 $486K <0.01% new 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,145 $482K 0.07% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,108 $479K <0.01% +815 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,538 $434K 0.13% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,450 $427K 0.01% 0 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,325 $417K <0.01% +527 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,236 $410K <0.01% -62 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,199 $406K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,076 $398K 0.04% +63 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,842 $380K 0.04% +188 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,770 $374K 0.15% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 4,679 $367K 0.12% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,180 $328K <0.01% +40 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,035 $319K 0.01% -445 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,020 $315K 0.06% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,974 $312K 0.15% +42 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,825 $300K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,632 $285K 0.1% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,156 $247K 0.21% -56 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,145 $247K <0.01% +17 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,133 $246K <0.01% new 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,948 $231K 0.06% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,927 $229K 0.08% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,709 $212K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,674 $210K 0.15% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,661 $209K 0.01% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,571 $202K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,539 $199K <0.01% +187 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,095 $164K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,975 $155K 0.04% +24 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,676 $131K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,567 $123K 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/ 1,304 $102K <0.01% -126 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,170 $91.7K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,139 $89.3K 0.02% +14 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,065 $83.5K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,038 $81.4K <0.01% +11 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 843 $66.1K <0.01% 0 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 745 $58.4K 0.08% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 705 $55.3K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 643 $50.4K <0.01% +169 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 438 $34.3K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 400 $31.4K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 351 $27.5K 0.01% -702 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 273 $21.4K <0.01% +18 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 233 $18.3K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 218 $17.1K <0.01% -6,527 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 214 $16.8K <0.01% +179 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 210 $16.5K 0.01% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $15.7K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200 $15.7K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 185 $14.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 175 $13.7K <0.01% 0 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 Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 127 $9.96K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 119 $9.33K <0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 35 $2.74K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16 $1.25K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $73 <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 $42 <0.01% -633 13F-HR Timeline Group