ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,763,226 $1.15B 0.27% +1,803,311 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15,272,021 $630M 3.75% +359,333 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 14,948,542 $617M 0.67% +3,688,940 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/ 10,409,354 $429M 0.03% +1,514,435 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,826,699 $406M 1.66% +721,527 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,867,848 $325M 0.04% +992,673 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,729,230 $278M 22.31% +210,762 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,472,722 $267M 0.05% +572,599 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,636,392 $233M 2.91% -5,519,556 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,754,034 $196M 0.04% +740,453 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,655,796 $192M +156,814 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,583,601 $189M +371,469 Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,528,406 $187M 7.26% +361,377 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,495,210 $185M 2.1% +1,086,911 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,350,104 $179M 0.19% +70,380 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,171,293 $172M 0.65% +2,979,357 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,128,690 $170M 2.91% +216,430 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 4,057,384 $167M +60,492 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,693,307 $152M 14.88% +93,985 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,637,438 $150M 7.75% +152,720 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,441,572 $142M 0.14% +927,428 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,074,543 $127M 0.18% -144,485 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,972,994 $123M 0.15% +582,877 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,926,491 $121M 1.54% -19,351 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,918,971 $120M 12.23% +22,550 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,844,690 $117M 1.11% +129,956 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,827,567 $117M 0.58% +112,388 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,955,353 $115M 3.2% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,752,464 $114M 0.96% +10,917 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 2,645,847 $109M +877,731 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,631,810 $109M 0.14% +282,656 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,594,607 $107M 0.1% +304,532 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 2,440,834 $101M 12.54% +135,551 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,378,111 $98.1M 2.76% +110,726 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,289,576 $94.4M 0.44% +140,463 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,244,990 $92.6M 11.93% +28,853 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,110,994 $87.1M 2.54% +267,340 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,007,093 $82.8M 0.04% +124,241 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,002,126 $82.6M 0.45% +10,916 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,961,478 $80.9M 0.1% +685,484 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,952,219 $80.5M -507,883 Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,934,044 $79.8M 12.76% +24,316 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,823,537 $75.2M 8.71% -6,472 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,815,369 $74.9M 0.29% -16,665 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,803,215 $74.9M 0.22% +538,873 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,734,115 $71.5M 6.78% +39,546 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,686,967 $69.6M 6.23% +243,970 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,660,158 $68.5M 1.27% +75,675 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,582,438 $65.3M 6.26% +54,394 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,493,788 $63.1M 3.44% +79,206 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,527,623 $63M 4.15% +71,135 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,517,600 $62.6M 15.12% +96,796 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,463,610 $60.4M 10.81% +40,919 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,437,130 $59.3M 0.43% +643,351 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,398,059 $57.7M 0.17% +114,911 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,342,622 $55.4M 0.07% +169,409 13F-HR Timeline Group Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,314,008 $54.2M 12.43% +94,252 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,275,139 $52.6M 0.71% +476 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,274,802 $52.6M 8.49% +48,361 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,261,396 $52M 0.01% +51,743 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,261,262 $52M 8.34% +171,573 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,221,090 $50.4M 0.44% +66,606 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,206,275 $49.8M 3.18% +174,383 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,161,885 $48.3M 0.08% +48,990 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,229,643 $47.9M 1.95% +272,176 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,121,313 $46.6M 0.66% +7,752 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,077,141 $44.4M 4.79% +33,089 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,072,064 $44.2M 1.56% +27,488 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,067,709 $44M 2.2% +54,271 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 1,067,068 $44M 3.79% -36,964 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,033,393 $42.6M 0.06% +63,160 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,023,663 $42.2M 0.19% -131,788 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,017,129 $42M 0.12% +261,183 13F-HR Timeline Group Chico Wealth RIA More: the full row for Chico Wealth RIA 1,016,596 $41.9M 21.85% +14,980 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,007,698 $41.6M 6.16% +90,613 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,007,007 $41.5M 0.52% +90,024 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,002,180 $41.3M 0.65% +2,749 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 975,380 $40.1M 1.3% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 969,967 $40M 2.52% +240,580 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 969,277 $40M 2.58% +757 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 956,586 $39.8M +485,876 Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,040,170 $39.6M 13.52% -15,364 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 952,732 $39.3M 5.21% +20,560 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 950,528 $39.2M 6.44% +63,034 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 919,814 $37.9M 0.08% +95,494 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 919,539 $37.9M 1.17% +59,352 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 894,894 $36.9M 10.96% +36,297 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 860,976 $35.5M 17.05% +48,854 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 837,560 $34.5M 2.78% -6,773 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 836,269 $34.5M 17% +6,346 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 830,927 $34.3M 2.14% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 823,726 $34M 8.73% -1,821 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 813,233 $33.5M 12.19% +22,330 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 785,542 $32.4M 6.81% -700 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 784,617 $32.4M 7.95% -57,180 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 779,443 $32.2M 12.83% +19,865 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 772,680 $31.9M 3.81% +9,200 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 768,347 $31.7M 0.77% +166,403 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 767,412 $31.7M 15.01% +42,599 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 767,154 $31.6M 0.05% +9,996 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 755,888 $31.2M 3.53% +68,051 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 747,913 $30.9M 0.05% +142,358 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 735,149 $30.3M 3.51% +31,280 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 766,553 $29.9M 0.49% -1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 723,928 $29.9M 0.14% +29,588 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 722,448 $29.8M 4.87% +88,422 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 721,193 $29.7M 0.05% +17,828 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 702,969 $29M 8.63% +65,186 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 700,099 $28.9M 0.02% +485,286 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 693,095 $28.6M 0.12% -85,320 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 686,795 $28.3M 0.02% -10,211 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 680,856 $28M 5.18% -1,732 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 664,575 $27.4M 1.34% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 665,070 $27.4M 0.55% +31,309 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 648,270 $26.7M 0.66% +52,950 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 634,474 $26.2M 11.41% 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 632,309 $26.1M 10.45% +4,380 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 627,900 $25.9M 0.14% +35,002 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 621,176 $25.6M 9.86% -1,686 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 612,525 $25.3M 8.62% +6,409 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 610,714 $25.2M 0.02% +31,268 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 606,362 $25M 2.84% +5,334 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 596,873 $24.6M 1.26% +48,354 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 595,340 $24.6M 10.43% +17,072 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 591,035 $24.4M 5.16% +15,486 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 580,123 $23.9M 9.78% +5,803 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 576,374 $23.8M 4.12% +47,358 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 568,312 $23.4M 5.44% +11,223 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 558,989 $23.1M 6.62% +57,102 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 554,859 $22.9M 10.08% +21,688 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 552,675 $22.8M 0.03% +134,701 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 546,212 $22.5M 1.8% -12,498 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 542,946 $22.4M 5.23% -21,037 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 513,424 $21.2M 0.6% +169 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 513,267 $21.2M 0.05% -36,375 13F-HR/A Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 506,835 $20.9M 4.14% +20,227 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 485,639 $20M 5.66% -17,631 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 477,119 $19.7M 5.67% +26,424 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 472,494 $19.5M 0.11% +22,186 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 462,789 $19.1M 1.97% +26,600 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 462,505 $19.1M 4.43% +22,591 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 462,050 $19.1M 8.27% +52,605 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 459,493 $19M 5.55% +25,464 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 459,122 $18.9M 5.88% +32,067 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 445,022 $18.4M 4.96% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 444,995 $18.4M 0.9% +29,030 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 442,318 $18.2M 6.42% +5,096 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 437,588 $18.1M 1.63% +86,396 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 423,682 $17.5M 5.96% -935 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 417,786 $17.2M 0.03% -25,773 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 413,724 $17.1M 0.71% -4,872 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 412,249 $17M 1.68% -1,997 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 411,081 $17M 8.13% -1,932 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 410,787 $16.9M 3.03% 0 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 410,223 $16.9M 9.81% +9,431 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 404,847 $16.7M 7.97% +9,264 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 404,616 $16.7M 4.73% +7,606 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 400,918 $16.5M 2.22% +20,513 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 399,885 $16.5M 5.37% +547 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 396,464 $16.4M 1.82% +25,953 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 390,913 $16.1M 1.17% +3,969 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 388,869 $16M 7.1% +534 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 387,793 $16M 7% +2,436 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 386,808 $16M 1.01% +51,759 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 386,579 $15.9M 6.22% +53,933 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 385,514 $15.9M 8.54% +7,315 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 380,607 $15.7M 8.53% +6,493 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 379,208 $15.7M 7.94% -62,665 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 375,773 $15.5M 4.32% +6,486 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 375,041 $15.5M 2.95% +1,972 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 374,198 $15.4M 9.57% +3,346 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 374,090 $15.4M 1.27% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 369,700 $15.3M 8.9% +18,627 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 368,524 $15.2M 3.23% +15,998 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 367,111 $15.1M 0.13% +12,292 13F-HR Timeline Group Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 365,591 $15.1M 10.74% -15,446 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 362,454 $15M 8.65% -27,388 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 357,831 $14.8M 0.16% +758 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 357,531 $14.7M 0.88% +758 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 357,002 $14.7M 3.27% +195,145 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 357,606 $14.7M 11.01% +26,489 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 355,694 $14.7M 5.36% +49,585 13F-HR Timeline Vermillion Wealth Management, Inc. 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