Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 29,474,371 $2.44B 4.32% -2,933,650 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 616,361 $50.9M 0.01% -2,990 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 557,561 $46.1M 0.06% -1,331 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 544,882 $45.1M 0.01% -67,432 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 326,745 $27M 0.03% -2,628 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 293,720 $24.3M +7,513 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 276,028 $22.8M <0.01% -4,888 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 265,062 $21.9M -17,993 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 240,445 $19.9M <0.01% +4,550 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 234,347 $19.4M 0.01% +26,169 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 216,534 $17.1M 1.65% +802 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 202,875 $16.8M 0.56% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 159,948 $13.2M -19,265 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 138,057 $11.4M 0.18% +3,198 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 134,343 $11.1M 0.62% +21,057 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 125,622 $10.4M 0.02% -1,545 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 121,987 $10.1M 0.74% -4,323 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 111,596 $9.22M 0.01% -6,486 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 111,331 $9.2M 0.09% +5,228 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 109,236 $8.98M 0.6% -997 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 102,727 $8.49M 2.38% +8,755 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 92,019 $7.6M 0.19% +487 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 91,405 $7.55M 0.16% +1,862 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 86,556 $7.15M 0.01% +14,556 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 86,293 $7.13M <0.01% +5,736 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 84,743 $7M 0.01% -5,574 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 81,302 $6.5M <0.01% +7,398 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 73,768 $6.1M 0.1% -179 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 73,484 $6.07M 0.06% -934 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 70,825 $5.85M -29,122 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 62,923 $5.2M <0.01% +17,753 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 60,053 $4.96M 0.02% -47,299 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,054 $4.72M 0.01% +1,546 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 53,705 $4.44M 0.03% -3,045 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 51,659 $4.27M 0.93% +7,449 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 47,832 $3.95M <0.01% +2,209 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 40,158 $3.32M 0.42% +637 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,851 $3.04M 0.01% +3,634 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,099 $2.9M 0.08% -4,338 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,998 $2.64M 0.04% -1,427 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,393 $2.35M 0.01% +2,249 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 28,279 $2.34M 0.04% +5 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,406 $2.26M <0.01% -22,675 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,217 $2.25M 0.01% -1,892 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 26,628 $2.2M 0.05% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,596 $2.2M <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 26,364 $2.18M 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,796 $2.13M 0.07% -1,055 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 24,820 $2.05M <0.01% -40,600 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 23,912 $1.98M 0.08% +14,776 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 23,401 $1.93M 1.56% -191 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,314 $1.93M 0.02% +37 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,819 $1.89M <0.01% -359 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 21,932 $1.81M <0.01% -351 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,112 $1.74M <0.01% new 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 20,353 $1.68M 0.09% -2,682 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,773 $1.63M 0.01% +9,237 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 19,194 $1.59M 0.27% -1,557 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,130 $1.58M 0.02% -436 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,949 $1.57M <0.01% +1,363 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,717 $1.55M 0.12% -516 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,489 $1.53M 0.17% +2 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,303 $1.51M <0.01% +5,875 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 16,597 $1.37M +5,580 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,788 $1.3M <0.01% -798 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,628 $1.29M 0.06% +66 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,354 $1.27M <0.01% -367 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 14,783 $1.22M 0.06% +290 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,637 $1.21M 0.02% -1,338 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,544 $1.2M 0.32% -514 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,319 $1.18M 0.01% -71 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,776 $1.14M 0.01% +9,724 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,663 $1.13M <0.01% +6,202 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,645 $1.13M <0.01% -765 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 13,452 $1.11M 0.06% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,312 $1.1M <0.01% -270 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 13,283 $1.1M 0.07% -475 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 13,173 $1.09M 0.09% -112 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,854 $1.06M 0.01% -245 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12,602 $1.04M 0.13% -233 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,393 $1.01M <0.01% +10,073 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,773 $973K <0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,731 $969K 0.03% -10 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,287 $933K <0.01% -2,528 13F-HR/A Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,049 $913K 0.14% +1,289 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,746 $888K <0.01% -1,017 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,450 $863K 0.01% +43 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,184 $842K 0.01% -559 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,131 $837K <0.01% -3,794 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 9,914 $819K 0.4% +1 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 9,913 $819K 0.31% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 9,731 $804K 0.16% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 9,761 $797K 0.49% +2,592 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 9,535 $788K 0.09% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,341 $770K <0.01% +389 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,196 $760K <0.01% -519 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,192 $760K 0.01% +3,638 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 9,035 $743K <0.01% new 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 8,800 $727K 0.04% 0 13F-HR/A Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 8,363 $691K 0.57% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,403 $689K 0.01% -437 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,281 $684K <0.01% +557 13F-HR/A Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,610 $655K 0.03% -1,668 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,699 $636K 0.02% -1,046 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,552 $624K 0.37% -300 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,533 $622K 0.06% +2 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 7,528 $622K 0.39% -90 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 7,518 $621K 0.38% +95 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 7,417 $613K 0.22% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,330 $606K <0.01% -236 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,269 $601K 0.03% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,162 $592K 0.01% +660 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,115 $588K <0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,071 $584K 0.03% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 7,065 $584K 0.25% -328 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 7,031 $581K 0.23% 0 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 6,945 $574K 0.35% -1,043 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,933 $573K <0.01% -95 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,910 $571K 0.02% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,846 $566K <0.01% 0 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,675 $552K <0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,620 $547K 0.03% -19 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,577 $543K 0.03% -12 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,538 $540K 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,475 $535K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,382 $527K 0.01% -153 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,628 $526K 0.01% -406 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,978 $494K <0.01% +1,011 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 5,848 $483K 0.32% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,801 $479K 0.01% -197 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,786 $478K 0.29% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,754 $475K <0.01% -3,269 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,704 $470K 0.04% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,584 $462K <0.01% -169 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,528 $457K <0.01% -1,729 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 5,381 $445K 0.04% -21 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,280 $436K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,255 $434K <0.01% +635 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,252 $434K <0.01% +1,917 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,238 $433K 0.01% -372 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,225 $432K 0.02% -438 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,198 $429K 0.04% +23 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,091 $421K 0.01% -218 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,904 $405K <0.01% -29 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,855 $401K <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 4,841 $400K 0.02% -3,569 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,804 $397K 0.01% +566 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,713 $389K 0.08% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,694 $388K <0.01% -137 13F-HR/A Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,418 $365K 0.04% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,385 $362K <0.01% +193 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,321 $357K 0.04% +17 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,277 $353K 0.15% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,253 $351K <0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,224 $349K <0.01% +6 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,222 $349K 0.04% -425 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,157 $343K 0.02% -297 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 4,279 $343K 0.09% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,072 $336K <0.01% -6,332 13F-HR Timeline EQ LLC More: the full row for EQ LLC 3,974 $328K 0.08% -604 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,961 $327K 0.04% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,871 $314K 0.12% +189 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,674 $304K 0.06% -331 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,665 $303K <0.01% -110 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,610 $298K 0.02% -16 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,588 $296K 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,693 $294K 0.04% -26,516 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,461 $286K 0.08% +223 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,445 $285K 0.07% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,383 $280K 0.04% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,355 $277K 0.02% +103 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,338 $276K 0.07% +15 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,266 $270K 0.06% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,251 $269K <0.01% +2 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,191 $264K 0.03% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,188 $263K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,140 $259K 0.01% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,105 $257K 0.03% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,089 $255K <0.01% 0 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 3,042 $251K 0.2% -2,880 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,041 $251K 0.07% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,981 $246K 0.01% +144 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,959 $245K 0.1% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,920 $241K <0.01% new 13F-HR Timeline Group VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 2,918 $241K 0.11% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,875 $238K 0.01% -3 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,801 $231K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,778 $230K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,767 $229K 0.01% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,746 $227K <0.01% new 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,633 $218K <0.01% new 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,629 $217K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,623 $217K <0.01% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,570 $212K 0.01% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,555 $211K 0.03% -19,670 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,469 $204K 0.11% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,433 $201K 0.02% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,370 $196K <0.01% -1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,141 $177K <0.01% +1,874 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,993 $165K <0.01% 0 13F-HR Timeline Group