BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 763,696 $29.5M 19.56% -206,352 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 758,644 $29.3M 1.93% -2,769 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 758,138 $29.2M 15% +48,119 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 752,894 $29M 19.72% +18,929 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 746,636 $28.8M 3.92% +33,545 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 744,508 $28.7M 6.38% -8,386 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 743,613 $28.7M 12.7% -28,773 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 737,493 $28.4M 24.92% -7,099 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 736,271 $28.4M 18.46% +36,159 13F-HR Timeline MATHER GROUP, LLC. 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Empirical Wealth Management 716,143 $27.6M 0.56% -9,013 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 713,164 $27.5M 4.35% +36,671 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 703,019 $27.1M 19.64% +42,578 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 701,195 $27M 1.53% +40,355 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 699,126 $27M 0.39% +479,488 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 690,303 $26.6M 15.35% -10,754 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 687,746 $26.5M 8.54% -34,971 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 677,878 $26.1M 5.67% -25,298 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 672,556 $25.9M 13.67% +30,092 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 666,431 $25.7M 20.96% +25,217 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 649,946 $25.1M 1.37% +59,861 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 626,927 $24.2M 14.64% +6,904 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 615,158 $23.7M 1.09% +557,323 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 612,878 $23.6M 15.93% +20,004 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 608,414 $23.5M 2.86% -70,353 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 606,443 $23.4M 0.35% +170,205 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 605,383 $23.3M 15.4% +54,780 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 595,041 $23M 2.05% +3,095 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 594,422 $22.9M 0.58% +4,471 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 590,731 $22.8M 0.02% -7,141 13F-HR Timeline Group Wealth Management Strategies, Inc. 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More: the full row for LEGACY FINANCIAL GROUP, INC. 559,201 $21.6M 5.91% -14,386 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 551,549 $21.5M 1.6% +7,283 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 556,136 $21.5M 8.45% -6,700 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 540,067 $20.8M 0.43% +35,451 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 536,053 $20.7M 6.25% +16,146 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 533,903 $20.6M <0.01% +80,312 13F-HR/A Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 525,419 $20.3M 6.91% +312,694 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 520,957 $20.1M 10.99% +3,677 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 518,191 $20M 0.04% +32,937 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 515,551 $19.9M 0.86% -17,127 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 511,049 $19.7M 1.21% +202,748 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 505,019 $19.5M 11.46% +14,970 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 497,143 $19.2M 14.1% +27,907 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 496,598 $19.2M 13.6% +368 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 480,264 $18.5M 4.81% +19,483 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 476,826 $18.4M 1.06% -374,590 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 474,336 $18.3M 0.85% +85,210 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 466,259 $18M 2.31% +1,002 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 463,379 $17.9M 11.64% -4,452 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 455,828 $17.6M 0.11% +17,758 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 450,440 $17.4M 0.02% -853 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 444,283 $17.1M 0.05% +311,047 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 429,390 $16.6M 10.89% -5,644 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 424,466 $16.4M +7,881 Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 456,678 $16.4M 5.57% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 422,941 $16.3M 9.24% -59,265 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 414,214 $16.2M -10,714 Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 415,590 $16M 0.46% -134,120 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 422,740 $16M 9.26% +66,280 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 410,039 $15.8M 2.06% -8,709 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 408,142 $15.8M 6.64% +10,504 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 405,307 $15.6M 6.16% -3,137 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 403,234 $15.6M 10.62% +2,415 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 401,502 $15.5M 31.6% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 400,473 $15.4M 3.74% -38,609 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 397,898 $15.3M 6.94% +40,072 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 396,937 $15.3M 0.19% +42,997 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 392,156 $15.1M 11.64% -351 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 361,319 $15M 3.39% +338,131 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 388,986 $15M 0.1% +25,447 13F-HR/A Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 373,524 $14.4M 5.3% +9,988 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 374,059 $14.4M 2.26% -7,568 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 369,579 $14.3M 0.6% -5,079 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 359,396 $13.9M 0.11% +229,531 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 353,624 $13.7M 0.74% +13,183 13F-HR/A Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 350,793 $13.5M 4.69% -5,405 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 345,288 $13.3M 0.22% -2,558 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 342,125 $13.2M 0.32% +106,492 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 330,561 $12.7M 7.97% +2,859 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 326,300 $12.7M 7.7% +6,720 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 330,223 $12.7M 5.57% +2,130 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 329,852 $12.7M 1.11% -2,074 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 329,005 $12.7M <0.01% +18,997 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 325,976 $12.6M 4.87% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 325,976 $12.6M 4.87% -22,049 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 318,259 $12.4M 2.55% -46,936 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 320,167 $12.3M 0.38% -4,276 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 319,479 $12.3M 0.95% +15,818 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 316,980 $12.2M 2.68% -19,044 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 314,426 $12.1M 7.11% -863 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 309,936 $12M 3.16% -55,000 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 309,118 $11.9M 1.3% +8,907 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 302,298 $11.7M 3.57% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 300,785 $11.6M 0.4% -1,134 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 299,232 $11.5M 1.36% -8,273 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 296,170 $11.4M 2.41% +813 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 296,125 $11.4M 0.05% +214,871 13F-HR/A Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 296,568 $11.4M 2.34% +4,810 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 292,070 $11.3M 1% -6,414 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 291,394 $11.2M 2.41% -8,602 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 287,754 $11.1M 6.82% -4,667 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 287,155 $11.1M 0.04% -16,148 13F-HR Timeline Group RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 286,245 $11M 6.48% -1,330 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 276,252 $10.7M 5.13% -5,018 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 270,541 $10.4M 0.84% +6,050 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 265,944 $10.3M 3.11% -11,897 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 264,468 $10.2M 3.13% -1,801 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 256,986 $9.91M 1.26% -1,319 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 255,182 $9.84M 2.19% +9,770 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 252,601 $9.74M 0.17% +15,631 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 250,185 $9.65M 3.03% +78,490 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 249,728 $9.63M 0.39% +27,287 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 243,066 $9.38M 2.81% -3,800 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 238,363 $9.19M 1.14% +229,820 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 233,957 $9.02M 5.14% -201 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 233,835 $9.02M 1.12% -774 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 232,401 $8.96M 2.22% +71,190 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 227,421 $8.75M 0.54% +123 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 226,556 $8.74M 2.18% -3,425 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 225,323 $8.69M 7.34% -13,465 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 224,706 $8.67M 0.71% -1,807 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 221,385 $8.54M 3.7% -719 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 220,579 $8.51M 3.24% -1,461 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 219,896 $8.48M 6.69% +3,000 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 215,443 $8.31M 1.07% +46,635 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 211,730 $8.15M 0.56% +9,666 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 208,907 $8.06M 2.51% +14,065 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 206,759 $7.97M 3.48% +1,165 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 206,550 $7.97M 3.86% +416 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 204,035 $7.87M 2.84% -100 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 202,819 $7.82M <0.01% +5,605 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 202,814 $7.82M 7.41% -6,197 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 192,493 $7.42M 0.88% +2,407 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 186,447 $7.19M 0.43% -1,694 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 184,976 $7.13M 1.16% +2,177 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 181,462 $7M 0.17% -1,648 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 180,242 $6.95M 3.82% -335 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 179,208 $6.91M 0.57% -320 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 176,686 $6.81M 0.15% -3,351 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 173,851 $6.71M 1.55% -10,516 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 172,015 $6.63M 0.47% +15,449 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 170,721 $6.58M 3.6% -10,454 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 163,179 $6.29M 0.85% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 161,889 $6.24M 5.41% +3,181 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 160,968 $6.21M 4.86% +36,567 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 160,265 $6.18M 0.21% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 160,130 $6.18M 0.08% +2,161 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 159,338 $6.15M 2.95% -4,336 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 159,276 $6.14M 0.24% 0 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 159,061 $6.13M 3.94% -696 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 156,018 $6.02M 0.07% +59,198 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 155,401 $5.99M 2.78% -1,511 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 154,359 $5.95M 2.05% +42,933 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 152,722 $5.89M 2.61% -10,762 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 152,276 $5.87M 4% +5,428 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 151,516 $5.84M 0.84% -1,418 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 150,851 $5.82M 2.59% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 150,851 $5.82M 2.59% +382 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 150,273 $5.8M 0.55% +9,473 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 149,838 $5.78M 0.12% +8,975 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 149,006 $5.75M 5.61% -2,720 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 148,460 $5.73M -756 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 148,278 $5.72M 0.01% +16,910 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 147,684 $5.7M +14,758 Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 146,871 $5.66M 1.52% -565 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 145,043 $5.61M 2.66% +1,614 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 144,825 $5.59M 0.8% -7,402 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 144,063 $5.56M 0.03% +3,552 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 143,685 $5.54M <0.01% +6,065 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 142,899 $5.51M 0.43% -1,287 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 141,510 $5.46M 0.54% +122 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 140,451 $5.42M 0.18% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 140,311 $5.41M 2.79% +6,459 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 139,865 $5.39M 0.88% -135 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 138,815 $5.35M 0.28% +18,938 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 138,472 $5.35M 2.4% -11,273 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 137,843 $5.32M 3.16% +33,647 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 136,467 $5.26M 0.91% -3,677 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 134,424 $5.18M 0.11% -12,526 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 132,542 $5.15M 0.19% +8,032 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 132,404 $5.11M 3.49% -1,937 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 129,998 $5.01M 0.05% -3,475 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 129,804 $5.01M 1.06% -2,816 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 129,722 $5M <0.01% -331 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 129,530 $5M 0.84% -200,409 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 128,851 $4.97M 0.8% +512 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 126,329 $4.87M 4.28% -7,288 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 126,041 $4.86M 1.99% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 125,865 $4.85M 0.01% +10,960 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 124,812 $4.81M 0.12% -8,415 13F-HR Timeline Group