Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 805,384 $31.9M 12.69% -10,688 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 804,494 $31.8M 4.11% -40,133 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 799,156 $31.6M 7.53% -1,608 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 796,184 $31.5M 14.65% +38,046 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 794,997 $31.5M 4.84% +3,130 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 790,195 $31.3M 17.46% 0 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 790,116 $31.3M 25.61% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 780,809 $30.9M 0.06% +336,526 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 779,444 $30.9M 19.05% 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 766,407 $30.3M 18.22% +13,513 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 758,615 $30M 18.59% -5,081 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 754,119 $29.9M 21.61% -15,161 13F-HR Timeline Wheels Up Wealth, Inc. 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More: the full row for MATHER GROUP, LLC. 726,382 $28.8M 0.3% -7,651 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 724,680 $28.7M 0.81% -5,403 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 708,356 $28.4M 12.23% -8,805 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 715,356 $28.3M 0.51% -787 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 713,645 $28.3M 19.79% +10,626 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 708,683 $28.1M 5.89% -35,825 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 706,410 $28M 12.05% -37,203 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 703,849 $27.9M 12.11% -15,062 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 703,042 $27.8M 5.65% +25,164 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 698,559 $27.7M 21.53% +32,128 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 696,900 $27.6M 0.04% -767,500 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 690,258 $27.3M 1.01% -43,344 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 689,181 $27.3M 0.56% +149,114 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 687,201 $27.2M 1.45% -13,994 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 687,034 $27.2M 15% -3,269 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 676,317 $26.8M 27.4% 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 670,853 $26.7M 8.86% +50,769 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 669,772 $26.5M 0.86% +54,614 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 647,416 $25.6M 16.77% +42,033 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 642,432 $25.4M 15.7% +29,554 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 641,167 $25.4M 1.32% -8,779 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 640,550 $25.4M 14.74% +13,623 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 622,843 $24.7M 5.46% +46,920 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 612,771 $24.3M 11.17% +25,026 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 607,176 $24M 1.78% +12,135 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 597,596 $23.7M 6.09% +13,661 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 678,784 $23.6M 8.19% -8,962 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 595,143 $23.6M 0.06% +12,588 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 588,905 $23.3M 1.7% +37,356 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 585,019 $23.2M 0.01% -5,712 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 579,442 $22.9M 0.56% -14,980 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 567,340 $22.5M 13.15% 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 554,892 $22M 5.76% -4,309 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 551,249 $21.8M 6.42% +25,830 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 550,052 $21.8M 11.01% +29,095 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 533,715 $21.7M 23.64% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 542,967 $21.5M 7.43% -13,169 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 542,531 $21.5M 6.23% +6,478 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 539,324 $21.4M 2.58% 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 535,865 $21.2M 21.12% 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 530,877 $21M 20.07% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 529,844 $21M 0.95% +55,508 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 527,299 $20.9M 0.17% -41,951 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 525,961 $20.8M 16.62% +28,818 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 515,960 $20.4M 2.43% -92,454 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 508,034 $20.1M 5.07% +27,770 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 506,806 $20.1M 17.29% 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 505,370 $20M <0.01% -28,533 13F-HR/A Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 499,485 $19.8M 0.82% -16,066 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 496,744 $19.7M 13.48% +146 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 487,307 $19.3M 0.02% +36,867 13F-HR Timeline Group Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 483,347 $19.1M 16.88% 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 460,238 $19M 11.64% -3,141 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 468,583 $18.6M 2.13% +2,324 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 466,734 $18.5M 1.1% -10,092 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 443,962 $18.1M +29,748 Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 453,922 $18M 9.17% +31,182 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 455,552 $18M 0.1% -276 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 452,125 $17.9M 3.76% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 450,951 $17.9M +26,485 Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 447,300 $17.7M 5.28% +197,115 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 447,143 $17.7M 11.08% +17,753 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 438,998 $17.4M 13.95% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 426,588 $16.9M 0.87% -84,461 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 424,818 $16.8M 19.24% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 424,183 $16.8M 0.2% +27,246 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 411,210 $16.7M 10.95% +7,976 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 419,537 $16.6M 12.34% 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 419,405 $16.6M 9.02% -3,536 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 405,767 $16.1M 6.01% +460 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 402,832 $15.9M 0.03% -115,359 13F-HR/A Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 400,421 $15.9M 7.17% +2,523 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 399,223 $15.8M 6.1% -8,919 13F-HR/A Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 394,752 $15.6M 3.65% -5,721 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 394,043 $15.6M 0.02% +379,926 13F-HR Timeline Group Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 391,703 $15.5M 11.32% -453 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 391,198 $15.5M 0.3% +369,067 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 390,151 $15.4M 15.7% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 387,820 $15.4M 0.1% -1,166 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 378,452 $15M 0.11% +19,056 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 375,157 $14.9M 5.25% +1,633 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 372,256 $14.7M <0.01% +43,251 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 366,525 $14.5M 0.64% -3,054 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 359,703 $14.2M 10.47% +198,735 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 352,616 $14.1M 0.79% -1,008 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 345,912 $13.7M 0.33% +3,787 13F-HR Timeline Group Foundry Financial LLC More: the full row for Foundry Financial LLC 345,417 $13.7M 7.18% 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 333,783 $13.6M 4.54% -17,010 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 332,572 $13.4M 1.99% -41,487 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 332,981 $13.2M 0.99% +13,502 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 332,128 $13.1M 7.64% +5,828 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 330,859 $13.1M 0.38% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 329,564 $13M 7.91% -997 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 324,951 $13M 5.31% -5,272 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 322,510 $12.8M 1.08% -7,342 13F-HR/A Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 321,727 $12.7M 10.85% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 320,175 $12.7M 0.36% +8 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 311,615 $12.6M 2.27% -6,644 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 312,016 $12.4M 7.12% -2,410 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 311,253 $12.3M 2.6% -5,727 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 308,747 $12.2M 10.55% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 296,768 $12.1M 2.3% +200 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 305,252 $12.1M 10.55% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 305,250 $12.1M 1.26% -3,868 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 302,298 $12M 3.58% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 301,378 $11.9M 0.33% -114,212 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 300,851 $11.9M 1.31% +1,619 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 299,784 $11.9M 9.87% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 298,856 $11.8M 0.85% +2,686 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 295,213 $11.7M 9.72% 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 293,543 $11.6M 7.3% +5,789 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 292,990 $11.6M 0.39% -7,795 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 290,879 $11.5M 0.02% +276,936 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 290,006 $11.5M 0.22% -606,168 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 287,195 $11.4M 4.13% -38,781 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 287,193 $11.4M 0.04% +38 13F-HR Timeline Group WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 286,312 $11.3M 11.61% 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 284,805 $11.3M 6.32% -1,440 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 284,441 $11.3M 0.99% -7,629 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 278,926 $11M 2.32% -12,468 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 277,720 $11M 0.85% +7,179 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 276,967 $11M 0.2% +127,129 13F-HR/A Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 272,913 $10.8M 4.98% -3,339 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 268,219 $10.6M 1.58% +13,037 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 268,016 $10.6M 11.02% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 267,062 $10.6M 8.23% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 263,702 $10.4M 8.98% +60,888 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 262,428 $10.4M 3.09% -2,040 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 255,100 $10.1M 9.67% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 246,258 $10M 1.22% -10,728 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 246,533 $10M 5.13% +108,690 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 251,213 $9.95M 2.84% -14,731 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 247,106 $9.78M 0.47% -2,622 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 242,661 $9.61M 0.91% +27,218 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 240,907 $9.54M 2.77% -2,159 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 239,321 $9.47M 2.05% +12,765 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 238,363 $9.44M 1.01% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 238,023 $9.42M 2.34% +5,622 13F-HR Timeline Group BDFS Capital LLC More: the full row for BDFS Capital LLC 236,084 $9.35M 4.72% 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 234,472 $9.28M 5.1% +515 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 233,846 $9.26M 1.14% +11 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 232,355 $9.2M 0.43% +123,714 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 228,982 $9.07M 8.5% 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 224,246 $8.88M 7% -1,077 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 221,929 $8.79M <0.01% +19,110 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 220,019 $8.71M 6.5% +123 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 219,652 $8.7M 3.7% -1,733 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 218,990 $8.67M 3.15% -1,589 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 212,115 $8.4M 0.67% -12,591 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 206,602 $8.38M 0.54% -5,128 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 211,021 $8.35M 2.51% +2,114 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 204,859 $8.11M 3.51% -1,691 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 203,989 $8.08M 2.83% -46 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 203,159 $8.04M 8.29% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 202,669 $8.02M 1.93% -107,267 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 200,754 $7.95M 2.53% +46,395 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 195,698 $7.75M 0.9% +3,205 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 193,836 $7.67M 4.06% +93,716 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 192,279 $7.61M 0.44% +5,832 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 185,485 $7.34M 0.01% +37,207 13F-HR Timeline Group Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 185,000 $7.32M 3.66% 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 184,452 $7.3M 1.22% -524 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 178,814 $7.08M 0.16% -2,648 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 178,153 $7.05M 0.01% +101,123 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 177,832 $7.04M <0.01% +34,147 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 177,130 $7.01M 0.12% +444 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 176,310 $6.98M 3.49% -3,932 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 170,275 $6.74M 2.86% -36,484 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 169,362 $6.71M 0.01% +63,329 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 168,990 $6.69M 3.48% -1,731 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 167,973 $6.65M 0.52% -4,042 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 166,318 $6.58M 1.3% -7,533 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 166,200 $6.58M 0.08% +10,182 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 160,976 $6.47M +12,516 Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 163,498 $6.47M 0.21% +3,233 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 163,179 $6.46M 0.85% 0 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 162,753 $6.44M 5.32% new 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 162,252 $6.42M 5.3% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 162,156 $6.42M 1.58% -199,163 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 160,420 $6.35M 2.54% +7,698 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 159,383 $6.31M 3.3% +42,374 13F-HR Timeline