Creative Planning in group Creative Planning More: the full row for Creative Planning 21,603,359 $2.7B 1.58% +1,407,868 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,563,255 $1.19B +412,749 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,864,486 $981M 0.22% +1,336,636 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/ 3,459,279 $432M 0.03% +635,647 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,408,496 $425M 0.02% +107,581 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,091,988 $386M 0.08% +611,831 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,944,079 $367M -90,706 Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,824,089 $352M 13.4% -9,009 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,653,956 $331M 6.91% -217,977 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,613,184 $326M 0.17% +220,228 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,285,615 $285M 0.05% +543,529 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,929,481 $241M 0.07% +443,148 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,801,650 $225M 1.3% +391,319 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,607,900 $201M +157,852 Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,545,016 $192M 4.67% +75,690 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,433,034 $179M 0.17% +20,680 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,388,724 $173M 7.5% +175,962 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 1,335,841 $167M 11.62% +7,308 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,300,542 $162M 0.19% -65,547 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,160,062 $145M 7.47% -40,839 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,133,259 $141M 12.61% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,119,113 $140M 6.49% +1,118,711 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,063,743 $133M 0.66% -23,399 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,060,508 $132M 0.12% +304,861 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,034,018 $129M 0.06% +158,335 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,021,939 $127M 2.92% -29,728 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 969,133 $121M 0.01% +101,269 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 948,506 $118M 0.35% -11,873 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 918,011 $115M 0.02% +32,398 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 902,611 $113M 9.89% -12,016 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 889,271 $111M 0.14% -62,977 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 864,456 $108M 2.68% +1,890 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 749,891 $93.6M 5.86% +1,854 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 685,757 $85.6M 2.27% -16,635 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 685,640 $85.5M 0.39% +510,329 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 682,657 $85.2M 0.31% +58,894 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 667,861 $83.3M 4.25% -9,673 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 631,595 $78.8M 7.7% -1,254 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 631,580 $78.8M +17,489 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 629,767 $78.6M 0.62% +71,254 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 618,166 $77.1M 12.3% -1,772 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 614,951 $76.7M 4.44% +11,592 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 597,318 $74.5M 6.25% -13,566 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 590,250 $73.6M 1.94% +310,664 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 588,447 $73.4M 17.33% -3,519 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 573,763 $71.6M 2.12% +10,886 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 557,425 $69.5M 0.1% +24,820 13F-HR/A Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 545,956 $68.1M 4.08% +2,788 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 526,841 $65.8M 0.03% +115,812 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 525,630 $65.6M 0.03% +54,796 13F-HR Timeline Group Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 508,262 $63.4M 29.47% +40,381 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 507,991 $63.4M 7.44% +20,390 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 507,078 $63.3M 10.24% +78,904 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 497,164 $62M 3.14% -65,926 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 476,409 $59.4M +15,823 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 466,900 $57.9M 0.1% +59,995 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 454,633 $56.7M 7.31% -29 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 446,377 $55.7M 1.19% +115,553 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 445,593 $55.6M 21.36% +30,526 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 444,573 $55.5M 0.81% +29,914 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 440,829 $55M 6.68% +8,021 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 436,592 $54.5M 0.53% -2,622 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 434,760 $54.2M 1.04% +167,733 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 434,292 $54.2M 3.01% -26,346 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 429,436 $53.6M 0.8% +18,960 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 414,378 $51.7M +112,525 Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 411,350 $51.3M 14.04% -2,238 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 410,057 $51.2M 2.28% +95,363 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 397,677 $49.6M 0.91% -6,863 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 390,844 $48.8M 4.95% -806 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 385,249 $48.1M 3.63% -8,780 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 365,012 $45.5M 6.99% +21,507 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 363,036 $45.3M 0.25% +1,627 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 362,254 $45.2M 10.48% +11,925 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 348,224 $43.4M 0.1% +27,984 13F-HR/A Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 338,946 $42.3M 4.3% +12,533 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 338,462 $42.2M 12.58% +8,762 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 337,905 $42.2M 0.58% +5,082 13F-HR/A Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 328,848 $41M 5.46% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 328,545 $41M 0.16% -906 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 325,361 $40.6M 6.03% -2,156 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 325,220 $40.4M 12.78% +14,072 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 320,844 $40M 0.76% +5,808 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 315,023 $39.3M 9.02% +3,526 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 311,684 $38.9M 13% +5,523 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 307,011 $38.3M 1.48% -50 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 306,724 $38.3M 0.08% +106,461 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 302,746 $37.8M 8.71% +2,867 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 295,565 $36.9M 3.94% +15,272 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 293,796 $36.7M 2.45% +8,424 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 287,762 $36.1M +144,941 Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 288,668 $36M 17.22% -17,449 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 288,366 $36M 13.56% -797 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 287,140 $35.8M 3.65% +15,707 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 284,951 $35.6M 12.92% -4,011 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 282,850 $35.5M 5.09% -3,351 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 281,331 $35.1M 2.16% +13,926 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 277,486 $34.6M 5.65% +17,186 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 275,637 $34.4M 0.03% +109,455 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 270,692 $33.8M 2.14% +10,643 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 269,698 $33.6M 1.19% +114,822 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 264,812 $33M 5.72% +18,216 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 263,037 $32.8M 15.07% +14,133 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 261,635 $32.6M 0.15% +144,828 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 259,185 $32.3M 12.35% -7,691 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 249,625 $31.1M 0.09% +7,890 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 246,862 $30.8M 6.98% +14,332 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 246,111 $30.7M 11.99% +18,880 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 239,298 $29.9M 3.96% -35,437 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 238,894 $29.8M 4.94% -17,998 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 233,551 $29.1M 6.97% +15,227 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 232,700 $29M 0.58% +15,028 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 231,550 $28.9M 0.04% +14,189 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 231,102 $28.8M 3.88% -6,733 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 225,585 $28.1M 4.55% +10,574 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 224,884 $28.1M 2.82% +74,455 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 224,510 $28M 3.29% +560 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 223,710 $28M 0.11% +43,510 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 224,090 $28M 0.17% +14,298 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 223,968 $27.9M 6.87% +9,386 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 222,938 $27.8M 3.98% +1,069 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 220,640 $27.5M 2.17% -2,967 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 220,331 $27.5M 0.23% +16,896 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 218,595 $27.3M 6.43% -5,941 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 216,611 $27M 9.91% +179,075 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 215,990 $26.9M 6.52% +9,578 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 214,617 $26.8M 4.51% +12,142 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 214,066 $26.7M 6.7% -12,504 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 212,533 $26.5M 0.99% +20,598 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 212,515 $26.5M 3.5% +15,564 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 210,495 $26.3M 0.08% +12,781 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 209,010 $26.1M 4.5% -8,049 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 206,450 $25.8M 0.01% +55,150 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 199,471 $24.9M 5.47% -5,176 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 199,235 $24.9M 7.14% +6,133 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 198,515 $24.8M 0.28% +70 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 197,882 $24.7M 0.87% +9,495 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 197,200 $24.6M 9.58% -18,526 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 196,622 $24.5M 0.72% +18,488 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 196,475 $24.5M 0.25% -6,284 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 195,616 $24.4M 0.15% +59,883 13F-HR/A Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 195,332 $24.4M 5.45% +1,825 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 194,744 $24.3M 2.42% +65,140 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 190,859 $23.8M 0.56% +2,503 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 190,592 $23.8M 0.01% +18,742 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 185,857 $23.2M 0.04% +32,545 13F-HR Timeline Group Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 184,679 $23M 10.76% -7,704 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 184,325 $23M 0.04% +5,270 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 184,218 $23M 3.92% +15,566 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 182,054 $22.7M 2.02% -1,338 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 181,759 $22.7M 1.83% +734 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 181,132 $22.6M 0.65% -1,064 13F-HR/A Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 180,780 $22.6M 1.91% -4,314 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 178,008 $22.2M 10.89% +850 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 177,098 $22.1M +354 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 174,954 $21.8M 0.11% +34,349 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 174,504 $21.8M 0.05% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 173,695 $21.7M 0.18% +10,764 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 173,101 $21.6M 5.52% -907 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 172,874 $21.6M 0.71% +669 13F-HR Timeline Group PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 170,148 $21.2M 14.17% +4,193 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 168,024 $21M 3.52% +15,199 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 167,343 $20.9M 13.03% +7,685 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 167,233 $20.9M 3.07% +3,948 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 165,191 $20.6M 2.96% -1,695 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 164,378 $20.5M 2.03% +5,627 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 163,647 $20.4M 8.32% +6,403 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 163,569 $20.4M 3.61% -187 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 162,813 $20.3M 5.73% -1,015 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 161,159 $20.1M 4.26% +160,957 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 159,324 $19.9M 7.66% -51,423 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 158,662 $19.8M 1.92% +1,831 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 157,475 $19.6M 1.99% +122,295 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 157,283 $19.6M 1.02% +28,901 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 155,141 $19.4M 2.46% +944 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 154,836 $19.3M 0.2% +2,619 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 154,747 $19.3M 3.14% -47 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 154,671 $19.3M 2.37% +400 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 154,039 $19.2M 6.91% +5,225 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 151,814 $18.9M 0.91% +92,650 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 151,541 $18.9M 0.38% +93,680 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 150,051 $18.7M 0.61% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 150,096 $18.6M 10.9% -7,368 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 148,410 $18.5M 0.01% +4,876 13F-HR Timeline Group CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 148,246 $18.5M 4.83% -941 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 144,508 $18M 1.55% +291 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 145,141 $17.9M 0.25% -3,414 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 142,143 $17.7M 2.92% -16,221 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 142,111 $17.7M 0.6% +10,282 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 141,712 $17.7M 2.49% +1,601 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 141,618 $17.7M 2.08% +14,312 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 140,889 $17.6M +34,605 Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 140,354 $17.5M 8.63% +14,085 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 140,354 $17.5M 1.91% +7,533 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 137,785 $17.2M 0.02% +2,675 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 137,469 $17.2M 0.86% +3,536 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 137,168 $17.1M 4.39% -64 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 135,602 $17.1M 2.12% +24,035 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 135,283 $16.9M 2.8% +3,867 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 134,010 $16.7M 0.02% -365,520 13F-HR Timeline Group