VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 81,670,513 $5.64B +1,854,930 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,631,183 $1.15B 0.09% -7,262,567 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,057,445 $971M -257,542 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,318,931 $851M 1.13% +9,710,027 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,357,540 $785M 0.05% +1,456,746 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,438,638 $721M 4.05% +182,850 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,577,072 $454M 0.77% +1,373,838 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,418,158 $443M 3.55% +517,906 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,409,537 $443M 1.35% -13,855 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,551,166 $384M 0.03% +4,372,561 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,386,511 $372M +123,079 Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,149,816 $287M 15.88% +730,369 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,040,425 $279M 0.05% +859,170 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,021,245 $278M 0.07% +821,782 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,719,386 $257M 0.05% +52,575 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,407,876 $235M 0.08% +292,581 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,248,576 $224M 3.24% +1,706,343 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,212,031 $222M 3.79% +39,561 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,073,670 $214M 0.35% +204,640 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,716,749 $188M 0.06% +48,419 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,613,868 $181M 0.04% +67,465 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,330,013 $161M 0.08% 0 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,922,926 $133M 7.97% -38,582 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,847,994 $128M 0.16% +62,375 13F-HR Timeline First American Financial Corp More: the full row for First American Financial Corp 1,790,405 $124M 42.13% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,749,681 $121M 0.22% +112,555 13F-HR/A Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,710,919 $118M 6.57% -86,613 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,596,824 $110M 0.2% -68,568 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,582,334 $109M 0.13% +310,945 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,569,678 $108M 6.74% +157,061 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,562,593 $108M 4.98% +92,141 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,472,244 $102M +258,195 Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,463,993 $101M 0.66% -2,273 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,430,993 $98.9M 3% new 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,393,877 $96.3M 8.13% +105,456 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,369,256 $94.6M 0.21% -56,541 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,291,995 $89.3M 0.03% -9,601 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,252,430 $86.5M 11.52% -78,860 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,198,578 $82.8M 8.99% -86,613 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,146,169 $79.2M 4.59% -50,324 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,120,508 $77.4M 10.31% +77,964 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,118,929 $77.3M 8.38% +384,355 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,101,377 $75.9M 4.77% +10,285 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,076,225 $74.7M 7.61% -13,791 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 997,539 $68.9M -128,181 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 989,700 $68.4M 0.09% +52,645 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 935,647 $64.6M 0.06% -10,238 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 917,572 $63.4M 3.96% +86,489 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 848,764 $58.6M 0.36% +742,504 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 842,765 $58.2M 1.14% +38,428 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 836,166 $57.8M 0.56% +766,492 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 812,868 $56.2M 12.88% -45,984 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 805,929 $55.7M 0.01% -352,631 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 802,384 $55.4M 0.4% +786,676 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 761,490 $52.6M 0.37% +11,715 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 747,101 $51.6M 0.49% -3,776 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 743,366 $51.3M 18.4% +40,912 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 736,497 $50.9M 7.4% -16,355 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 734,577 $50.8M 17.55% +13,977 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 728,335 $50.3M 2.15% -1,158 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 716,214 $49.5M 0.59% -5,178 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 712,922 $49.3M 1.29% +19,163 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 679,646 $47M 6.75% +20,318 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 675,414 $46.7M 0.04% -4,929 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 660,000 $45.6M 0.27% +330,000 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 647,545 $44.7M 0.17% +3,277 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 642,031 $44.4M 0.37% +67,132 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 640,489 $44.3M 2.64% -36,437 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 637,377 $44M 9.78% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 658,588 $43.2M 19.09% +333,161 13F-HR Timeline 25 LLC More: the full row for 25 LLC 622,840 $43M 15.81% +18,492 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 615,000 $42.5M 8.69% -115,700 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 613,670 $42.4M 7.75% -3,941 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 609,765 $42.1M 1.64% -44,378 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 607,206 $42M 0.09% +331 13F-HR/A Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 594,068 $41M 2.98% -23,762 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 593,236 $41M 11.66% +1,272 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 575,147 $39.7M 0.84% +24,627 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 564,240 $39M 6.34% -14,227 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 560,574 $38.7M 0.03% +56,656 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 552,247 $38.2M 6.22% -11,417 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 550,237 $38M 0.2% +29,176 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 547,558 $37.8M 0.11% -15,612 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 532,757 $36.8M 4.69% +12,787 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 527,241 $36.4M <0.01% -74,327 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 511,778 $35.4M 0.78% +14,530 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 510,857 $35.3M 4.76% +72,632 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 502,935 $34.7M 2.7% +10,662 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 502,916 $34.7M 16.63% +10,537 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 491,534 $34M 3.3% -36,580 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 486,689 $33.6M 0.37% +588 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 480,690 $33.2M 3.26% +474,715 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 479,586 $33.1M 0.05% +15,144 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 479,200 $33.1M 1.05% +55,517 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 469,701 $32.5M 2.77% -15,578 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 468,646 $32.4M 0.13% +53,392 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 465,038 $32.1M 1.53% -44,779 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 465,001 $32.1M <0.01% +36,090 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 456,554 $31.5M 4.69% -4,511 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 450,685 $31.1M 1.23% +7,064 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 438,873 $30.3M 7.67% -141,332 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 435,393 $30.1M +11,167 Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 425,514 $29.4M 1.05% -11,954 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 415,879 $28.8M 15.68% +11,401 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 414,805 $28.7M 0.06% -41,155 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 409,500 $28.3M 10.08% new 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 401,071 $27.7M 2.22% -1,756 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 388,074 $26.8M 1.09% +130,041 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 376,287 $26M 0.13% -80,596 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 374,926 $25.9M 0.04% -42,351 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 374,210 $25.9M 1.67% -3,519 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 371,885 $25.7M 1.71% -689,150 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 371,270 $25.7M 0.02% +231,813 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 358,193 $24.7M 0.12% +29,838 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 353,448 $24.4M 2.62% -3,274 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 350,558 $24.2M 13.41% +9,160 13F-HR/A Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 341,227 $23.6M 12.07% +11,552 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 339,093 $23.4M 3.15% -32,088 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 332,566 $23M 0.04% -2,252,092 13F-HR Timeline Group Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 314,823 $21.8M 5.04% 0 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 314,710 $21.7M 11.29% +9,816 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 313,113 $21.6M 17.55% +18,679 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 310,248 $21.4M 7.42% +35,476 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 308,109 $21.3M 11.12% +9,455 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 307,923 $21.3M 31.23% -25,606 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 300,630 $20.8M 6.97% +287 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 296,909 $20.5M 0.05% +62,185 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 294,238 $20.3M 0.14% +20,653 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 288,308 $19.9M 0.24% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 286,051 $19.8M 3.16% -275 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 285,515 $19.7M 4.58% +7,125 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 283,396 $19.6M 3.91% +34,919 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 280,781 $19.4M 2.81% -12,002 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 280,648 $19.4M 0.04% +231,134 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 278,521 $19.2M 0.21% +18,160 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 272,089 $18.8M 9.42% -6,873 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 271,724 $18.8M 0.41% -255,618 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 268,071 $18.5M 6.75% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 264,656 $18.3M 0.24% -5,325 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 263,446 $18.2M 0.46% +39,773 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 255,904 $17.7M 9.86% -10,375 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 254,179 $17.6M 0.11% -6,764 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 250,670 $17.3M 15.87% +8,513 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 249,893 $17.3M 7.68% -1,999 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 249,528 $17.2M 0.01% +66,134 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 244,295 $16.9M 1.89% +40,290 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 242,968 $16.8M 0.94% +1,708 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 239,102 $16.5M 6.39% +4,112 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 235,626 $16.3M 3.6% +25,625 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 233,288 $16.1M 0.98% -2,767 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 231,885 $16M 0.02% +69,190 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 227,109 $15.7M 5.46% +13,156 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 221,101 $15.3M 11.36% -3,162 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 220,811 $15.3M 5.7% -47,746 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 220,185 $15.2M 0.58% +17,097 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 215,299 $14.9M 0.97% +3,553 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 214,949 $14.8M 4.59% +214,342 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 214,132 $14.8M 3.79% +32,815 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 207,763 $14.4M 3.54% +9,747 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 201,461 $13.9M 0.14% +23,744 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 197,740 $13.7M 7.68% -20,031 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 197,149 $13.6M 0.01% 0 13F-HR/A Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 192,292 $13.3M 16.79% +2,572 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 192,761 $13.3M 0.01% +40,691 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 190,921 $13.2M 0.93% -32,717 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 186,460 $12.9M 0.07% +51,401 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 185,958 $12.9M 0.92% -94,454 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 185,675 $12.8M 11% +164,729 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 189,939 $12.8M 11.4% +48,629 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 184,268 $12.7M 5.82% -73,289 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 181,751 $12.6M 5.47% +5,988 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 180,386 $12.5M 0.01% +37,306 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 180,259 $12.5M 0.13% +2,513 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 180,202 $12.5M 1.29% -148,506 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 178,132 $12.3M 3.58% +5,487 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 175,993 $12.2M 9.12% +7,799 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 174,475 $12.1M 3.03% +7,858 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 173,690 $12M 0.07% +16,018 13F-HR Timeline Atria Wealth Solutions, Inc. 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