Creative Planning in group Creative Planning More: the full row for Creative Planning 16,802,461 $1.67B 1.28% +2,207,389 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,332,597 $828M +492,130 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,109,931 $509M 0.15% +226,811 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,882,384 $287M +24,275 Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,767,697 $275M 13.72% +6,353 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,749,775 $274M 6.37% +56,652 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,748,992 $274M 0.02% +7,686 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,348,029 $234M 0.02% +150,648 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,244,932 $223M 0.15% +239,996 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,920,854 $191M 0.04% +109,161 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,377,758 $137M 0.19% -5,419 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,335,293 $133M 0.03% +54,003 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,311,862 $131M 0.03% +48,136 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 1,308,869 $130M 11.89% +237,136 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,276,732 $127M 0.14% +10,052 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,258,918 $125M 3.93% +126,963 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,243,904 $124M 1.24% +60,550 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,211,715 $121M 7% -10,003 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,132,518 $113M 0.04% +17,053 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,069,636 $106M 2.88% -17,167 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,056,136 $105M 1.32% -22,250 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,033,176 $103M 6.14% +117,722 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,001,576 $99.7M 0.61% +62,297 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 994,882 $99M 0.13% -13,032 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 860,585 $85.7M 8.83% +525,426 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 831,724 $82.8M 2.37% +34,131 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 796,316 $79.3M 0.04% +37,748 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 780,288 $77.7M 0.47% +408,295 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 779,377 $77.6M 0.01% +7,632 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 725,819 $72.2M 2.27% +34,054 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 705,596 $70.2M 4.98% +43,669 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 692,014 $68.9M 3.9% -38,245 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 636,120 $63.3M 7.46% +369 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 620,532 $61.8M 0.27% +32,608 13F-HR/A Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 619,638 $61.7M 12.31% -264 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 614,276 $61.1M 0.07% +233,565 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 605,662 $60.3M 3.05% +15,350 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 595,798 $59.3M 0.22% -14,848 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 583,399 $58.1M 4.02% +22,008 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 583,079 $58M 18.39% +17,480 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 546,721 $54.4M 2.69% +546,160 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 553,505 $54.1M 2.03% +98,180 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 505,994 $50.4M 0.2% +12,101 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 472,393 $47M +76,484 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 455,750 $45.4M <0.01% +85,028 13F-HR/A Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 455,237 $45.3M 6.84% +23,380 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 453,155 $45.1M 7.29% -2,114 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 451,747 $45M 0.06% +27,269 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 450,723 $44.9M +49,945 Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 449,371 $44.7M 6.85% +14,183 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 444,857 $44.3M 0.95% -30,535 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 416,396 $41.4M 0.03% +58,675 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 410,678 $40.9M 1.38% +35,408 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 409,900 $40.8M 2.55% -211,171 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 394,040 $39.2M 4.88% +656 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 388,452 $38.7M 3.35% +28,194 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 374,876 $37.3M 0.25% -230,569 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 374,680 $37.3M 12.59% +3,569 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 371,834 $36.9M 0.06% +4,120 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 369,775 $36.8M 18.88% +24,924 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 361,072 $35.9M 0.72% +31,114 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 338,337 $33.7M 5.76% -21,738 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 333,576 $33.2M 0.5% +228,273 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 330,693 $32.9M 11.5% -1,091 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 324,002 $32.2M 0.51% +4,604 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 316,161 $31.5M 0.09% +23,627 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 315,585 $31.4M 0.65% +74,765 13F-HR Timeline Group Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 312,304 $31.1M 22.52% -3,630 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 311,364 $31M 0.19% +27,514 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 307,762 $30.6M 9.12% +10,330 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 304,569 $30.3M 4.16% +6,491 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 302,838 $30.1M 0.97% -25,616 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 301,474 $30M 10.01% -3,355 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 298,783 $29.7M 2.66% +8,346 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 294,833 $29.3M 8.76% +24,136 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 291,631 $29M 9.28% +4,427 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 290,797 $28.9M 3.52% +31,129 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 287,655 $28.6M 11.55% +16,369 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 284,761 $28.3M +7,364 Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 280,008 $27.9M 6.25% +41,453 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 274,705 $27.3M 13.6% -1,558 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 272,522 $27.1M 2.36% +10,757 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 268,986 $26.8M 12.42% +21,874 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 268,228 $26.7M 1.24% +122,189 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 266,861 $26.6M 3.68% +5,412 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 261,133 $26M 3.99% +1,985 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 260,851 $26M 7.4% +35,062 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 260,495 $25.9M 0.04% -275,885 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 253,105 $25.2M 0.08% +61,011 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 244,757 $24.6M 4.06% +40,665 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 245,195 $24.4M 2.19% +8,773 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 243,365 $24.2M 3.85% -14,336 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 240,540 $24.2M 0.02% +57,604 13F-HR Timeline Group Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 242,480 $24.1M 2.94% -7,495 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 238,823 $23.8M 14.26% +4,877 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 238,594 $23.7M 0.27% -7,234 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 236,220 $23.5M 0.09% +18,168 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 231,544 $23M 0.11% -23,550 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 229,741 $22.9M 1.92% +18,833 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 228,579 $22.8M 6.78% +7,060 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 226,146 $22.5M 4.52% +10,812 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 222,680 $22.1M 0.58% +8,043 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 221,792 $22.1M 5.08% +21,217 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 220,800 $22M 7.29% +17,473 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 218,614 $21.8M 4.9% +12,507 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 217,835 $21.7M 3.99% +5,034 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 216,977 $21.6M 9.18% +3,575 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 216,573 $21.6M 3.4% +6,343 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 212,681 $21.2M 8.55% +25,631 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 211,947 $21.1M 6.05% +1,554 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 210,977 $21M 6.57% new 13F-HR/A Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 208,705 $20.8M 3.05% +1,069 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 204,791 $20.4M 0.4% -16,525 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 202,536 $20.2M 2.56% +4,673 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 202,450 $20.1M 3.79% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 201,883 $20.1M 0.05% -16,533 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 201,123 $20M 2.44% +9,959 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 199,692 $19.9M 1.88% +2,258 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 192,670 $19.2M 9.5% +18,852 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 190,665 $19M 5.01% +6,479 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 190,100 $18.9M 5.43% +8,710 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 189,860 $18.9M 0.69% +3,204 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 186,775 $18.6M 1.17% +2,608 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 186,086 $18.5M 10.19% +23,310 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 183,623 $18.3M 0.04% +4,325 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 182,646 $18.2M 1.03% +1,229 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 181,092 $18M 10.01% +12,972 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 180,956 $18M 0.36% +2,847 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 179,957 $17.9M 1.61% +11,931 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 177,415 $17.7M 1.79% +3,996 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 176,711 $17.6M 7.17% +100,302 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 176,194 $17.5M 1.91% +14,897 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 175,760 $17.5M 1.7% +3,850 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 173,495 $17.3M 5.17% +12,804 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 173,241 $17.2M 3.58% -187 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 173,198 $17.2M 0.75% +943 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 172,127 $17.1M 2.82% -4,297 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 170,714 $17M 10.79% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 169,791 $16.9M 0.13% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 169,525 $16.9M 0.53% +934 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 167,186 $16.6M 2.59% +4,535 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 165,816 $16.5M +2,678 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 160,226 $15.9M 0.03% -10,866 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 160,427 $15.9M 1.47% +23,979 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 162,630 $15.9M 3.33% +21,038 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 157,356 $15.7M 3.03% -4,693 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 157,035 $15.6M 0.64% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 156,244 $15.6M 2.02% +2,410 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 156,187 $15.5M 0.01% -832 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 155,381 $15.5M 0.04% +90,150 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 155,352 $15.5M 0.58% +17,999 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 154,088 $15.3M 3.32% +13,754 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 152,375 $15.2M 2.65% +4,510 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 151,805 $15.1M 1.7% +3,445 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 151,354 $15.1M 2.74% +1,328 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 151,311 $15.1M 3.59% +5,188 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 155,087 $15.1M 0.34% +92,213 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 150,029 $14.9M 2.2% +9,311 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 146,972 $14.6M 0.07% -4,849 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 146,522 $14.6M 5.03% -56,334 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 146,239 $14.6M 7.75% +6,291 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 146,054 $14.5M 1.2% +1,002 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 145,283 $14.5M 1.76% +11,620 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 144,765 $14.4M 0.18% +1,853 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 144,394 $14.4M 6.23% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 141,420 $14.1M 3.06% +15,462 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 141,234 $14.1M 4.51% -17,004 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 138,031 $13.7M 1.32% +73 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 150,699 $13.7M 4.77% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 137,754 $13.7M 0.56% +41,308 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 134,964 $13.4M 2.93% +278 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 134,804 $13.4M 2.09% +2,321 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 137,423 $13.4M 3.02% +4,322 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 134,341 $13.4M 4.01% +24,208 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 133,776 $13.3M 11.24% +2,507 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 130,878 $13M 1.56% +8,626 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 130,036 $12.9M 0.06% -2,109 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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