NEPC LLC More: the full row for NEPC LLC 4,682,853 $360M 7.16% +1,149,337 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,356,285 $104M 3.37% +205,526 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 937,634 $72M 1.48% +24,401 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 716,102 $55.4M 2.13% -89,636 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/ 540,744 $41.5M <0.01% -3,028 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 362,872 $27.9M 1.21% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 344,979 $26.5M +198,291 Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 343,930 $26.4M 3.83% +109,583 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 297,997 $22.9M 0.06% -16,930 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 175,698 $13.5M <0.01% +14,575 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 155,129 $11.9M 0.41% +39,561 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 154,003 $11.8M 0.06% +3,840 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 112,530 $8.65M <0.01% +2,142 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 78,110 $6M 1.05% +1,651 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 73,281 $5.63M 0.43% +7,177 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 72,888 $5.6M 0.01% +4,888 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 70,845 $5.44M 0.01% -1,134 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 61,649 $4.74M <0.01% +1,858 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 57,056 $4.36M 0.16% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 52,119 $4M 0.01% +2,870 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 50,943 $3.91M 0.37% +18,617 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 44,807 $3.44M 0.6% -4,063 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 40,841 $3.14M 0.06% +4,073 13F-HR Timeline Raine Group LLC in group Raine Capital LLC More: the full row for Raine Group LLC 39,046 $3M 28.49% +715 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 37,765 $2.9M 1.89% +723 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 37,646 $2.89M 0.03% +28,745 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,461 $2.71M 0.01% +546 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,882 $2.6M <0.01% +27,149 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,313 $2.25M 0.01% +1,081 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,183 $2.24M 0.05% -10,101 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 27,653 $2.12M 0.02% -4,140 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 26,409 $2.03M <0.01% -475 13F-HR/A Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,181 $2.02M 0.05% +315 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,444 $1.79M <0.01% -14,204 13F-HR/A Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,431 $1.65M 0.03% +543 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 21,039 $1.62M 0.21% -1,353 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 $1.6M <0.01% 0 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 18,609 $1.43M 0.09% -1,368 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 18,415 $1.41M 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,317 $1.41M <0.01% +2,399 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,033 $1.16M <0.01% -194,147 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 14,687 $1.13M 0.17% -126 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,589 $1.12M <0.01% -4,140 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,312 $1.1M <0.01% -193 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 14,001 $1.08M 0.06% +9,810 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,572 $1.04M <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,810 $984K +1,455 Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 12,544 $964K 0.36% -245 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 12,189 $936K <0.01% +522 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,069 $927K <0.01% -11,516 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,464 $804K 0.02% +846 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10,400 $799K 0.03% +902 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 10,154 $780K 0.04% +388 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,875 $759K <0.01% +6,448 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,864 $758K <0.01% +7,149 13F-HR/A Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 9,310 $715K 0.36% 0 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 9,287 $714K 0.62% -955 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,636 $664K 0.35% +42 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 8,348 $641K 0.42% +110 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,781 $598K 0.06% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,709 $592K 0.41% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,650 $588K 0.17% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,102 $544K 0.03% +855 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,906 $529K <0.01% +1,994 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,845 $526K 0.07% +250 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,569 $505K <0.01% -133 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,155 $473K <0.01% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,975 $459K <0.01% +53 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,914 $454K <0.01% -8,459 13F-HR Timeline 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 5,883 $452K <0.01% -143 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,331 $410K <0.01% -1,169 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,198 $399K 0.04% +41 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 4,917 $378K 0.12% +260 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,788 $368K 0.06% +38 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,737 $364K 0.04% -113 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,252 $327K 0.01% -113 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,153 $319K <0.01% +1,667 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 3,997 $307K 0.22% +292 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,898 $299K 0.01% -9 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,902 $299K <0.01% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,829 $294K 0.13% -201 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,825 $294K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,742 $288K <0.01% -277 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,632 $279K 0.11% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,379 $260K 0.01% +767 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,278 $252K <0.01% +53 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,150 $242K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,083 $237K <0.01% -234 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,083 $237K 0.03% +224 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,055 $235K 0.01% -50 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,007 $231K 0.05% +3 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,996 $230K 0.24% +134 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,923 $225K 0.01% +86 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,927 $224K 0.07% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,813 $216K 0.05% 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. 2,650 $204K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,642 $203K 0.12% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,174 $167K 0.01% +1,004 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,920 $148K <0.01% +1,787 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,819 $140K 0.02% +216 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,676 $129K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,373 $105K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,127 $86.6K 0.03% +9 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 879 $67.5K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 644 $49.5K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 643 $49.4K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 569 $43.7K <0.01% -842 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 530 $40.7K <0.01% 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 520 $40K 0.01% +82 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 504 $38.7K 0.01% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 500 $38.4K 0.02% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 412 $31.7K 0.01% -226 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 410 $31.5K <0.01% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 401 $30.8K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 350 $26.9K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 335 $25.7K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 295 $22.6K <0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 21,720 $21.7K 0.01% +10,177 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 255 $19.6K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 218 $16.7K <0.01% new 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 ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 185 $14.2K 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 Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 175 $13.4K <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% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 80 $6.15K <0.01% -974 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 70 $5.38K <0.01% -140 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 $999 <0.01% -76 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 $55 <0.01% -77 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,046 $3K +441 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.