NEPC LLC More: the full row for NEPC LLC 3,533,516 $274M 5.85% +1,077,991 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,150,759 $89.6M 3.11% +67,242 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 913,233 $70.9M 1.44% +39,603 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 805,738 $62.7M 2.52% +79,178 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 772,526 $60M 1.07% +46,288 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 543,772 $42.2M <0.01% +798 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 362,872 $28.2M 1.05% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 314,927 $24.5M 0.06% +16,520 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 234,347 $18.2M 2.8% +143,662 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 209,180 $16.2M <0.01% +6,145 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 161,123 $12.5M <0.01% +13,606 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 150,163 $11.7M 0.08% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 146,688 $11.4M +4,643 Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 131,901 $10.2M 9.84% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 115,568 $8.97M 0.31% +8,298 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 112,139 $8.71M 0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 110,388 $8.57M <0.01% +5,151 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 76,459 $5.94M 1.04% -6,340 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 71,979 $5.59M 0.01% +22,930 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 68,000 $5.28M 0.01% 0 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 66,104 $5.13M 0.41% +5,599 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,791 $4.64M <0.01% +7,431 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,249 $3.82M 0.01% +2,807 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 48,870 $3.79M 0.53% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 39,284 $3.05M 0.07% +4,227 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,605 $3M <0.01% +309 13F-HR/A Timeline Group Raine Group LLC in group Raine Capital LLC More: the full row for Raine Group LLC 38,331 $2.98M 27.4% +305 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,648 $2.92M <0.01% +7,506 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 37,042 $2.88M 1.84% +971 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 36,768 $2.85M 0.05% +656 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 34,915 $2.71M 0.02% +980 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 32,326 $2.51M 0.24% +640 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 31,793 $2.47M 0.03% -985 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,232 $2.19M 0.01% +12,286 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 26,884 $2.09M <0.01% +3,297 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 25,866 $2.02M 0.05% +6,132 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,585 $1.83M <0.01% -193 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 22,392 $1.75M 0.21% +464 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,888 $1.62M 0.03% +2,912 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 $1.61M <0.01% 0 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 19,977 $1.55M 0.1% -2,676 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 19,199 $1.49M 1.09% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,729 $1.45M <0.01% +4,049 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,918 $1.24M <0.01% +2,537 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 14,813 $1.15M 0.17% +207 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,505 $1.13M <0.01% +1,320 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,373 $1.12M <0.01% +8,265 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,154 $1.1M <0.01% -1,510 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 12,789 $993K 0.36% -1,811 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,667 $906K <0.01% -183 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,355 $882K -377 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,364 $805K <0.01% -1,994 13F-HR Timeline Group Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 10,242 $795K 0.68% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,766 $758K 0.04% -5,317 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,618 $747K 0.02% +198 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,498 $737K 0.02% -37 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 9,310 $725K 0.37% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,901 $691K 0.01% +2,262 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,594 $667K 0.37% +118 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 8,238 $640K 0.4% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,781 $604K 0.07% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,650 $594K 0.17% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,733 $523K <0.01% -19,958 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,702 $520K <0.01% -5,381 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,595 $512K 0.07% +450 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,500 $505K 0.01% -1,270 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,247 $487K 0.02% +1,048 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 6,055 $470K 0.26% -82,700 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,026 $468K <0.01% +790 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,922 $460K <0.01% +597 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,902 $458K <0.01% -365 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,538 $430K 0.12% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,415 $420K 0.03% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,157 $400K 0.04% +81 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,912 $381K <0.01% +732 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,850 $377K 0.04% +8 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,770 $370K 0.15% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,750 $369K 0.07% 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 4,657 $362K 0.12% -22 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,365 $339K 0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,191 $325K 0.02% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,030 $313K 0.14% +56 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,019 $312K <0.01% +2,715 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,907 $303K 0.01% -128 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,825 $297K 0.01% 0 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 3,705 $288K 0.31% 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,632 $282K 0.09% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,427 $266K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,317 $258K <0.01% -2,880 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,225 $250K <0.01% +80 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,150 $245K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,105 $241K 0.01% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,004 $233K 0.05% +56 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,927 $227K 0.05% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,862 $222K 0.23% -294 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,859 $222K 0.03% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,837 $220K 0.01% +176 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,813 $219K 0.05% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,750 $214K <0.01% -2,700 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,715 $211K <0.01% +6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,642 $205K 0.13% -32 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,612 $203K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,486 $193K <0.01% -53 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,200 $171K 0.04% +225 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,095 $163K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,603 $124K 0.02% +36 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,411 $110K <0.01% +1,197 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,373 $107K 0.02% -2,647 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,170 $90.8K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,118 $86.8K 0.04% -21 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,054 $81.8K <0.01% +16 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 745 $57.8K 0.09% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 705 $54.7K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 643 $49.9K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 638 $49.5K 0.01% -427 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 497 $38.6K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 438 $34K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 406 $31.6K <0.01% +6 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 392 $30.4K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 255 $19.8K <0.01% -18 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 210 $16.3K 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% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 187 $14.5K 0.01% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 185 $14.4K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 176 $13.7K <0.01% -175 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 175 $13.6K <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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 133 $10.3K <0.01% -3,000 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 95 $7.34K <0.01% -24 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 89 $6.91K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 78 $6.05K <0.01% +77 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16 $1.24K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11 $854 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $73 <0.01% 0 13F-HR Timeline