JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 139,629,587 $10.3B 0.7% +8,283,073 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 130,902,798 $9.7B 6.13% +4,285,563 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 124,929,480 $9.25B 0.55% +16,287,510 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 117,781,202 $8.72B 6.24% -7,161,766 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 78,903,250 $5.84B 0.08% +6,989,480 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 24,643,584 $1.83B 0.36% -1,473,851 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,952,426 $1.77B 0.13% +1,039,731 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 22,985,621 $1.7B -42,503 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,272,987 $1.58B 6.47% +641,984 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 18,586,676 $1.38B 0.38% +971,603 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 17,855,111 $1.32B 1.31% +973,898 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,258,624 $1.06B 0.15% +20,725 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 12,887,730 $955M 0.78% -704,354 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 9,807,009 $726M 26.74% +63,785 13F-HR Timeline MASTERCARD FOUNDATION ASSET MANAGEMENT … in group MASTERCARD FOUNDATION ASSET M… More: the full row for MASTERCARD FOUNDATION ASSET MANAGEMENT CORP 8,862,905 $656M 1.6% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,571,066 $635M 0.01% +375,854 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,054,977 $597M 3.39% +1,173,486 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8,006,493 $593M 22.43% +394,349 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,953,607 $589M 8.7% +676,764 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,735,108 $573M 0.18% +865,224 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,691,585 $570M 0.62% +284,567 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,636,749 $493M 8.72% +906,255 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,215,969 $460M +143,507 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,959,797 $441M 0.1% +478,266 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,450,973 $404M 0.07% +254,313 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 5,193,064 $385M 0.01% +797,558 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 5,171,121 $383M 0.07% +31,185 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,636,873 $343M 0.7% +114,204 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,182,255 $310M 0.42% +1,383,871 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,071,280 $302M 0.33% +80,843 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,837,282 $284M 0.91% +28,286 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,737,360 $277M 0.15% +125,798 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,631,542 $269M 0.07% +78,750 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,580,407 $265M 0.16% +204,114 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,032,282 $225M 3.22% -352,467 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,010,839 $223M +59,113 Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 3,001,761 $222M 0.72% -15,577 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,784,632 $206M 0.5% +267,609 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,783,045 $206M 0.28% +51,386 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,645,255 $196M 3.94% +42,063 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,544,118 $188M 4.87% +278,528 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,499,911 $185M 9.59% +348,816 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,484,285 $184M 0.49% +94,521 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,376,713 $176M 2.9% -7,846 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,318,994 $172M -186,963 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,312,615 $171M 5.18% +97,790 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,158,395 $160M 2.04% +316,001 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,153,369 $160M 0.23% -16,943 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,077,828 $154M 8.4% +164,560 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 2,020,700 $150M 14.42% +84,852 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 1,966,377 $146M 24.13% +40,449 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,905,207 $141M 2.58% +172,988 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,879,532 $139M 17.38% -57,263 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,787,067 $132M 1.79% +149,488 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,781,109 $132M 8.36% +75,889 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,765,970 $131M 6.97% +39,999 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,753,658 $130M 0.29% +85,128 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,727,380 $128M 0.9% +376,503 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,711,886 $127M 11.71% +70,206 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,718,105 $127M 0.24% -118,793 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,688,926 $125M 0.17% +20,664 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,684,074 $125M 0.15% +84,015 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,682,087 $125M 19.72% -4,605 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,662,206 $123M +50,040 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,653,788 $122M 2.42% +46,512 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,612,951 $119M 4.8% +58,041 13F-HR Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 1,608,100 $119M 40.2% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,565,416 $116M 2.56% +73,739 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,562,158 $116M 5.01% +159,860 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,511,694 $112M 6.54% +4,671 13F-HR/A Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,506,900 $112M 5.24% -381,700 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,441,348 $107M 0.15% +19,357 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,433,840 $106M 2.5% +6,980 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,423,586 $105M 3.9% +667,493 13F-HR/A Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,422,462 $105M 4.39% +215,982 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,404,556 $104M 3.63% +74,746 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,362,944 $101M 6.87% +98,264 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,359,282 $101M +50,518 Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,324,196 $98.1M 1.19% +38,306 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,299,013 $96.2M 4.63% +40,945 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,296,825 $96.1M 0.37% -8,798 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,281,726 $94.9M 2.19% +73,093 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,277,079 $94.6M 0.55% +62,320 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,261,987 $93.5M 0.11% -133,125 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,259,561 $93.3M 6.31% +46,340 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,175,867 $87.1M -103,137 Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 1,167,075 $86.4M 14.55% -433,159 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,166,330 $86.4M 0.13% +59,429 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,154,063 $85.5M 1.02% +26,540 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,103,579 $81.7M 11.2% +25,906 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,088,068 $80.6M 0.29% +65,961 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,087,255 $80.5M 11.35% +1,069,933 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,085,910 $80.4M 19.08% +66,820 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,039,888 $77M 3.47% -1,193,560 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,036,106 $76.7M 0.15% +3,462 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,033,471 $76.5M 7.03% +19,551 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,031,913 $76.4M 13.1% +19,592 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,026,577 $76M 0.3% +54,224 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,015,856 $75.2M 0.6% -20,753 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,012,001 $75M 0.09% +415,709 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 984,315 $72.9M 12.34% +18,689 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 976,109 $72.3M 0.11% +137,854 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 970,602 $71.9M 7.36% -50,013 13F-HR Timeline Trust Co More: the full row for Trust Co 945,014 $70M 6.57% +16,092 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 932,412 $69.1M 0.74% +177,755 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 920,885 $68.2M 11.26% +32,981 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 904,116 $67M 4.41% +142,338 13F-HR/A Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 898,873 $66.6M 19.95% +18,705 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 891,816 $66.1M 8.58% +64,554 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 886,213 $65.6M 0.04% +255,210 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 883,725 $65.5M 2.54% -8,926 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 882,131 $65.3M 0.38% +171,936 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 871,735 $64.2M 4.48% +50,133 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 819,723 $60.7M 5.65% +1,523 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 787,867 $58.4M 1.61% +22,981 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 779,726 $57.8M 0.45% +195,653 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 779,104 $57.7M 7.25% +680 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 774,796 $57.4M 0.02% +32,824 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 771,262 $57.1M 8.06% +2,213 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 764,845 $56.7M 1.67% +102,002 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 759,888 $56.3M 16.6% +3,240 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 758,499 $56.2M 0.05% +102,106 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 758,193 $56.2M 0.29% 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 745,166 $55.2M 21.32% +6,355 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 737,256 $54.6M 9.76% +40,588 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 736,279 $54.5M 17.39% -26,950 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 736,205 $54.5M 3.23% +81,236 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 730,593 $54.1M 10.3% +35,860 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 727,515 $53.9M 0.43% -624,161 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 720,000 $53.3M 1.78% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 717,453 $53.1M 2.38% +40,747 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 716,492 $53.1M 0.87% +87,418 13F-HR/A Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 712,921 $52.8M 8.91% -94,493 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 708,793 $52.5M 8.01% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 691,645 $51.2M 1.91% +59,809 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 679,847 $50.4M 21.3% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 678,723 $50.3M 6.44% +63,243 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 678,524 $50.3M 0.34% +12,779 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 674,499 $50M 13.93% 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 669,857 $49.6M 8.07% +67,012 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 665,035 $49.3M 1.51% +163,119 13F-HR/A Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 664,305 $49.2M 8.03% +7,408 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 661,100 $49M 0.63% 0 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 659,718 $48.9M 26.1% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 630,152 $46.7M 7.18% -332,576 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 604,549 $44.8M 3.97% +28,019 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 593,754 $44M 19.88% +8,490 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 593,361 $44M 21.39% -10,219 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 592,019 $43.9M 24.98% +567,928 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 589,590 $43.7M 2.3% +1,866 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 577,473 $42.8M 2.54% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 577,158 $42.8M 0.42% +36,521 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 558,741 $41.8M 0.22% +45,895 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 560,038 $41.5M 0.78% -47,265 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 559,145 $41.4M 1.78% +8,317 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 550,053 $40.7M 3.43% +26,727 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 549,681 $40.7M 12.77% 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 464,371 $40.2M 22.87% -554,918 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 530,977 $39.3M 2.28% +141,347 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 530,483 $39.3M 0.8% +56,044 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 526,032 $39M 1.12% -18,708 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 523,900 $38.8M 3.44% +17,994 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 517,396 $38.3M 7.59% 0 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 516,682 $38.3M 9.63% +7,396 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 514,675 $38.1M 7.85% +13,119 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 513,784 $38.1M 3.92% +30,220 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 509,225 $37.8M 0.49% +83,228 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 507,753 $37.6M 12.34% +43,071 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 502,274 $37.2M 2.44% +22,472 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 496,270 $36.8M 0.03% -635,761 13F-HR Timeline Group Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 491,967 $36.4M 31.41% +11,990 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 489,125 $36.2M 1.13% +18,649 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 487,044 $36.1M +22,298 Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 482,819 $35.8M 1.68% +8,812 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 478,294 $35.4M 4.64% +4,283 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 475,245 $35.2M 2.6% +25,985 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 601,222 $33.8M 3.7% +185,800 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 454,125 $33.6M 0.36% -78,166 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 453,185 $33.6M 8.12% +40,755 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 446,556 $33.1M 27.44% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 443,051 $32.8M 2.83% +12,494 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 440,085 $32.6M 0.15% -1,954 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 434,354 $32.2M 8.57% +17,931 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 431,766 $32M 8.9% +47,618 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 430,069 $31.9M 13.43% +111,858 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 429,826 $31.8M 3.5% -46,023 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 421,702 $31.2M 15.97% +11,825 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 418,064 $31M 14.84% +19,135 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 412,680 $30.6M 2.63% +12,539 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 411,808 $30.5M 2.69% -40,149 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 407,611 $30.2M 2.52% -43,879 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 407,094 $30.2M 9.74% +6,890 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 404,199 $29.9M 7.46% +17,486 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 402,243 $29.8M +10,091 Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 400,700 $29.7M 1.68% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 400,460 $29.7M 20.33% +21,463 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 399,666 $29.6M 0.95% -102,047 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 393,709 $29.2M 1.03% +64,073 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 389,927 $28.9M 0.37% +38,832 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 388,581 $28.8M 5.49% +8,312 13F-HR Timeline