MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 127,280,728 $9.35B 0.67% +8,661,105 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 118,916,992 $8.73B 7.14% +1,988,719 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 108,563,586 $7.97B 7.5% +7,995,758 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 103,233,592 $7.58B 0.58% +4,139,203 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 62,787,251 $4.61B 0.08% +4,743,753 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 24,693,439 $1.81B 0.44% +1,075,048 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,931,316 $1.61B -686,666 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,514,987 $1.42B 8.03% +193,124 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/ 18,374,584 $1.35B 0.12% -3,964,982 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 15,761,081 $1.16B 0.45% +469,511 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,121,865 $964M 0.18% -1,657,407 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 12,734,566 $935M 0.89% -56,735 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,607,391 $779M 1% +628,268 13F-HR/A Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 9,492,759 $697M 23.63% +58,789 13F-HR/A Timeline MASTERCARD FOUNDATION ASSET MANAGEMENT … in group MASTERCARD FOUNDATION ASSET M… More: the full row for MASTERCARD FOUNDATION ASSET MANAGEMENT CORP 8,862,905 $652M 1.43% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,016,578 $589M 0.01% -172,630 13F-HR Timeline Group TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 7,814,408 $574M 49.31% -4,087,175 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 6,998,063 $514M 0.02% -684,099 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,766,348 $495M 0.13% +498,254 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 6,734,159 $495M 24.22% +464,639 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,379,376 $469M 9.8% +700,378 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,348,372 $466M 0.18% +238,783 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,916,021 $435M 0.84% +436,969 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,736,417 $421M 0.09% +891,686 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,373,672 $395M 0.08% -548,418 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,156,039 $379M 3.21% +578,179 13F-HR/A Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,942,051 $359M 9.29% +99,434 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,566,887 $335M 0.08% +136,164 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,737,002 $274M 0.37% +101,846 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,421,562 $251M 0.13% -96,914 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,395,931 $249M 0.91% +179,853 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,365,708 $247M 0.07% +18,983 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,358,331 $247M 0.4% -388,954 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,346,454 $245M 0.22% +156,622 13F-HR/A Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,099,984 $228M 6.15% +235,145 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,995,835 $220M 4.41% +113,802 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 2,828,368 $208M -41,494 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,776,239 $204M 0.69% -168,108 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 2,756,776 $202M 0.79% +310,180 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,458,158 $181M 3.9% +61,711 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,369,347 $174M 3.87% +87,472 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,299,636 $169M 0.53% -43,630 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,285,794 $168M 4.36% -963,739 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,256,150 $164M 0.23% -361,035 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 2,101,364 $154M 5.78% +89,033 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,100,356 $154M 0.42% -209,485 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,095,734 $154M 9.13% +20,510 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,043,204 $150M 9.25% +62,729 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,027,950 $149M 19.36% -306,601 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,024,465 $149M 0.33% -1,784,200 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,860,812 $137M 4.29% +56,361 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 1,855,393 $136M 21.81% +20,562 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,760,749 $129M 0.43% +54,830 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,787,164 $129M 10.26% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,740,574 $128M 8.9% -2,276 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,733,435 $127M 14.02% +85,877 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,708,067 $125M 0.3% +28,851 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,700,295 $125M 0.18% -300,187 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,686,655 $124M 7.77% +27,223 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,683,335 $124M 0.25% -76,009 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,608,109 $118M 8.87% +93,396 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 1,608,100 $118M 41.04% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,570,807 $115M 0.19% +27,536 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,567,276 $115M 6.59% new 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,546,892 $114M 21.42% +51,070 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,538,057 $112M 12.74% +21,057 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,501,736 $110M 0.21% -154,447 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,499,836 $109M 3.74% -18,989 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,471,758 $108M 5.1% +14,481 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,456,202 $107M +151,082 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,454,685 $107M 0.17% -776,249 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,436,998 $106M 0.63% +709,970 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,422,084 $104M 2.69% -509,446 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,413,882 $104M 3.1% +262,804 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,404,135 $103M 6.72% +13,785 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,384,530 $102M 1.19% +63,622 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,374,601 $101M 2.83% +4,701 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 1,320,561 $97M 18.17% +625,600 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,250,709 $91.9M 0.53% -17,340 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,243,482 $91.3M 1.03% -4,532 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,214,058 $89.2M 0.39% +175,458 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,213,460 $89.1M 4.28% -78,227 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,174,115 $86.2M 5.17% +51,815 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,153,161 $84.7M 6.94% +33,073 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,149,527 $84.4M 2.65% +24,733 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,140,531 $83.8M +71,252 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,129,915 $83M 0.15% +1,125,601 13F-HR/A Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,129,623 $83M 13.76% +156,392 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,106,318 $81.3M 0.34% -54,033 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,074,021 $78.9M 7.96% -106,437 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,064,649 $78.2M 2.02% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,011,445 $74.3M 12.84% +41,628 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 1,010,153 $74.2M 37.72% +30,733 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,001,404 $73.6M 0.44% +37,440 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 979,919 $72M 0.19% +65,041 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 964,274 $70.8M 3.43% +426,323 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 957,234 $70.3M 0.82% +108,110 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 947,175 $69.6M 15.83% +12,398 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 952,977 $67.8M 1.05% +511,858 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 921,586 $67.7M 12.73% -8,863 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 916,645 $67.3M 0.14% -18,907 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 916,193 $67.3M 0.81% +128,685 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 897,368 $65.9M 0.99% +568,399 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 869,015 $63.8M 12.13% +11,471 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 865,458 $63.6M 12.77% +11,594 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 860,357 $63.2M 2.78% +191,693 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 853,398 $62.7M 9.21% +9,353 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 831,261 $61.1M 0.02% -11,543 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 818,858 $60.1M 21.11% +23,801 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 815,260 $59.9M 1.53% +562,198 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 808,366 $59.4M 10.19% +362,127 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 801,342 $58.9M 3.21% +162,872 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 800,224 $58.8M 10.77% -991,685 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 787,880 $57.9M 6.85% +20,619 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 784,719 $57.6M 6.75% +25,174 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 784,153 $57.6M 8.35% -12,251 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 781,702 $57.4M 9.02% +19,331 13F-HR/A Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 751,674 $55.2M 19.74% +35,915 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 751,437 $55.2M 22.24% -45,093,075 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 740,363 $54.4M 1.73% -4,811 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 738,625 $54.3M 4.96% +22,909 13F-HR Timeline Group Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 733,304 $53.9M 13.46% +38,343 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 723,915 $53.2M 15.74% +30,570 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 722,545 $53.1M 2.78% -114,841 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 721,535 $53M 10.37% -9,099 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 720,000 $52.9M 2.15% +50,000 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 717,914 $52.7M 3.51% -52,037 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 725,675 $52.3M 11.49% -90,626 13F-HR Timeline Trust Co More: the full row for Trust Co 699,044 $51.3M 6.1% -8,306 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 675,397 $49.6M 2.56% +592,511 13F-HR/A Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 668,915 $49.1M 6.6% -8,423 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 665,869 $48.9M 0.72% +488,045 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 664,992 $48.8M 10.7% +5,515 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 650,962 $47.8M 0.04% -87,118 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 616,968 $45.3M 0.46% +29,569 13F-HR Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 611,603 $44.9M 9.53% -11,799 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 601,121 $44.2M 3.95% +338,544 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 599,955 $44.1M 24.91% -270,330 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 596,923 $43.8M 0.06% +49,366 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 589,339 $43.3M 20.25% +11,633 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 588,640 $43.2M 0.41% +22,481 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 587,542 $43.2M 0.55% new 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 575,088 $42.2M 2.23% +14,358 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 572,754 $42.1M 2.63% +28,905 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 566,414 $41.6M 10.46% +9,217 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 559,714 $41M 0.78% +120,550 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 551,003 $40.5M 9.03% +539,495 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 549,209 $40.3M 5.6% -74,514 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 545,605 $40.1M 21.28% +2,950 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 536,375 $39.4M 0.09% -115,800 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 529,642 $38.9M 0.3% -179,278 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 524,419 $38.5M 4.92% +18,564 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 523,222 $38.4M 6.13% +8,210 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 521,932 $38.3M 0.04% +9,457 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 517,396 $38M 8.69% +34,246 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 512,708 $37.7M 1.24% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 512,262 $37.6M 0.4% +29,283 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 509,194 $37.4M 23.93% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 503,280 $37M 1.28% +10,419 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 502,492 $36.9M 5.13% +22,084 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 495,736 $36.4M 3.69% +19,968 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 492,174 $36.2M 8.57% +6,990 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 485,157 $35.6M 2.98% +204,146 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 484,850 $35.6M 1.35% -45,094 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 484,545 $35.6M 2.91% +105,529 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 478,583 $35.2M 0.28% +1,792 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 472,567 $34.7M <0.01% +161,279 13F-HR Timeline Group Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 464,246 $34.1M 33.1% +12,912 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 458,999 $33.7M 9.85% -23,935 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 451,306 $33.1M 3.38% +25,903 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 450,843 $33.1M 9.74% +27,042 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 448,289 $32.9M 0.04% +295,538 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 447,457 $32.9M 0.06% +284,582 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 444,984 $32.7M 2.02% +232,553 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 444,825 $32.7M 0.4% +17,328 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 436,992 $32.1M 1.55% +78,146 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 434,695 $31.9M 1.66% +829 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 432,077 $31.7M 0.91% -328,270 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 429,243 $31.5M 0.34% +189,550 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 426,689 $31.3M 0.79% -2,653,269 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 417,556 $30.7M 1.4% +83,922 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 410,145 $30.1M 0.08% +1,246 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 407,774 $30M 6.59% +183,867 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 406,548 $29.9M 12.83% +23,326 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 405,785 $29.8M 2.28% +39,746 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 404,948 $29.7M 6.13% +40,252 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 404,167 $29.7M +14,921 Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 395,909 $29.1M 9.46% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 392,804 $28.9M 2.35% -13,560 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 392,268 $28.8M 3.92% +53,618 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 391,938 $28.8M 4.22% -51,527 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 390,960 $28.7M 3.92% -140,741 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 389,421 $28.6M 9.99% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 389,300 $28.6M 6.11% +22,832 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 383,135 $28.1M 8.53% +39,360 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 382,186 $28.1M 7.02% -17,798 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 380,983 $28M 2.85% +8,447 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 378,114 $27.8M 0.33% +21,661 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 371,256 $27.3M 15.54% +18,174 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 374,079 $26.9M 0.6% 0 13F-HR Timeline Group