ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,959,915 $1.01B 0.27% +15,930,985 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14,912,688 $581M 3.91% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 11,259,602 $439M 0.54% -3,435,987 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,155,948 $435M 5.35% +154,390 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,105,172 $355M 1.75% +741,604 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,894,919 $347M 0.03% +272,838 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,875,175 $268M 0.04% +695,193 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,518,468 $254M 25.37% -90,064 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,900,123 $230M 0.04% +684,023 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,498,982 $176M +427,075 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,279,724 $167M 0.19% +421,672 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,212,132 $164M +223,689 Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,167,029 $162M 7.51% +198,552 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,013,581 $156M 0.04% +692,682 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,996,892 $156M +750,323 Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,912,260 $152M 2.86% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,599,322 $140M 15.07% -28,388 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,484,718 $136M 7.84% +2,659,836 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,408,299 $130M 2.55% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,219,028 $125M 0.18% -102,121 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 2,955,353 $115M 3.16% +134,705 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,945,842 $115M 1.65% -52,156 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,935,091 $114M 2.11% +253,757 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,896,421 $113M 12.88% +1,032,895 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,741,547 $107M 1.04% +34,369 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,715,179 $106M 0.59% +60,679 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,714,734 $106M 0.97% +62,145 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,514,144 $98M 0.1% +5,176 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,460,102 $95.8M +802,444 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,390,117 $93.1M 0.14% +1,211,251 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,349,154 $91.5M 0.13% +593,460 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 2,305,283 $89.8M 12.4% +2,285,299 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,290,075 $89.2M 0.09% +195,163 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,267,385 $88.3M 2.77% +199,931 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,216,137 $86.3M 12.9% +11,105 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,149,113 $83.7M 0.44% +185,744 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,991,210 $77.6M 0.61% -56,302 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,909,728 $74.4M 13.07% +52,263 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,882,852 $73.4M 0.05% +152,951 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 1,843,654 $71.8M 2.48% +18,838 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,832,034 $71.4M 0.35% -73,313 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,830,009 $71.3M 9.73% +35,628 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,768,116 $68.9M +171,301 Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,694,569 $66M 7.4% +29,923 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,584,483 $61.7M 1.36% +103,478 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,528,044 $59.5M 6.84% +69,856 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,414,582 $58.9M 3.5% +93,206 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,456,488 $56.7M 4.42% -37,987 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,442,997 $56.2M 5.81% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,422,691 $55.4M 10.9% +51,838 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,420,804 $55.4M 15.53% +100,801 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,393,201 $54.3M 4.02% -2,617 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,283,148 $50M 0.18% +215,368 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,275,994 $49.7M 0.07% +612,746 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,274,663 $49.7M 0.77% +1,265,583 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,264,342 $49.3M 0.24% +215,081 13F-HR Timeline Group Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,226,441 $47.8M 8.82% +4,909 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,219,756 $47.5M 12.5% +11,759 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,209,653 $47.1M 0.01% +396,424 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,113,561 $46.5M 0.69% +908,861 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,191,936 $46.4M 0.26% +137,078 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,173,213 $45.7M 0.07% +146,417 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,155,451 $45M 0.21% +42,128 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,154,484 $45M 0.45% +77,990 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,112,895 $43.8M 0.1% -812,940 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 1,104,032 $43M 4.33% +241,446 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,089,689 $42.5M 8.65% -92,298 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,044,576 $40.7M 1.71% +70,485 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,044,052 $40.7M 4.95% -42,126 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,055,534 $40.2M 13.53% +3 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,031,892 $40.2M 3.42% +183,033 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,013,438 $39.5M 2.21% +861 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,001,616 $39M 23.84% +29,440 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 999,431 $38.9M 0.71% +44,120 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 970,233 $37.8M 0.06% +178,601 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 968,520 $37.7M 2.52% +77,592 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 975,380 $36.9M 1.33% +80,652 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 957,467 $36.5M 1.77% -2,275 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 932,172 $36.3M 5.48% +31,914 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 917,085 $35.7M 5.87% -36,599 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 916,983 $35.7M 0.75% +38,136 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 887,494 $34.6M 7.14% +83,193 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 860,187 $33.5M 1.26% -82,150 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 858,597 $33.5M 11.41% +218,406 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 844,333 $32.9M 2.91% -11,014 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 841,797 $32.8M 9.03% -16,912 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 829,923 $32.3M 17.43% +331,754 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 825,547 $32.2M 9.16% +705,264 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 824,320 $32.1M 0.09% -24,486 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 812,122 $31.6M 17.56% +12,443 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 793,779 $30.9M 0.26% +9,134 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 790,903 $30.8M 12.49% +21,095 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 786,242 $30.6M 7.65% +10,007 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 778,415 $30.3M 0.12% +64,979 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 766,554 $29.9M 0.48% +51,086 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 763,480 $29.7M 4.14% +4,255 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 759,578 $29.6M 13.21% +32,541 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 757,158 $29.5M 0.06% -54,498 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 755,946 $29.5M 0.12% +3,735 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 729,387 $28.4M 2.02% +250,185 13F-HR/A Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 724,813 $28.2M 15.38% +12,156 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 703,869 $27.4M 3.46% +43,855 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 703,365 $27.4M 0.05% +22,454 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 697,006 $27.2M 0.02% -4,789 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 694,340 $27.1M 0.15% +20,201 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 687,837 $26.8M 3.55% -45,242 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 682,588 $26.6M 5.73% -1,625 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 633,761 $25.9M 0.58% +41,305 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 652,779 $25.4M 1.37% +49,417 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 637,783 $24.9M 8.29% +62,403 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 634,026 $24.7M 4.7% +62,415 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 601,944 $24.6M 0.7% +651 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 627,929 $24.5M 10.76% -4,668 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 622,862 $24.3M 10.37% +15,810 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 606,116 $23.6M 9.35% -107,834 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 605,555 $23.6M 0.05% +196,017 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 601,028 $23.4M 3.01% -9,765 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 595,320 $23.2M 0.63% -72,702 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 592,898 $23.1M 0.14% -25,871 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 575,549 $22.8M 5.17% -339,271 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 579,446 $22.6M 0.02% +98,556 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 578,268 $22.5M 10.79% -864 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 574,320 $22.4M 11.12% +18,092 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 563,983 $22M 5.81% -4,984 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 558,710 $21.8M 1.97% -2,378 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 557,089 $21.7M 5.72% -58,770 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 549,642 $21.4M 0.06% +53,873 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 548,519 $21.4M 1.2% -101,928 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 533,171 $20.8M 10.67% +16,561 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 529,016 $20.6M 4.1% +27,638 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 513,255 $20M 0.63% +9,853 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 503,270 $19.6M 6.23% -7,617 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 501,887 $19.6M 6.54% +131,302 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 486,608 $19M 4.11% -9,271 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 470,710 $18.9M -18,449 Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 450,695 $17.6M 5.89% +19,038 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 450,308 $17.5M 0.13% +271,708 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 443,559 $17.3M 0.03% -388 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 441,873 $17.2M 9.91% -39,305 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 439,914 $17.1M 4.5% +37,292 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 437,222 $17M 7.63% -6,419 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 436,189 $17M 1.88% +68,783 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 434,029 $16.9M 6.02% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 427,055 $16.6M 5.69% +40,114 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 424,617 $16.5M 6.17% -50 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 418,596 $16.3M 0.76% -56,557 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 417,974 $16.3M 0.02% +20,197 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 415,965 $16.2M 0.91% +56,865 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 414,246 $16.1M 1.81% -4,594 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 413,013 $16.1M 8.84% +5,031 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 410,787 $16M 3.08% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 409,445 $16M 7.97% +21,477 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 400,792 $15.6M 10.06% +11,946 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 399,338 $15.6M 5.63% +2,958 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 374,114 $15.5M 8.87% -3,221 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 397,010 $15.5M 4.96% +14,987 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 395,583 $15.4M 8.34% +16,683 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 389,842 $15.2M 9.8% +11,714 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 388,335 $15.1M 7.58% -2,012 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 386,944 $15.1M 1.24% -4,423 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 385,357 $15M 7.42% -3,863 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 384,681 $15M 0.01% +374,238 13F-HR Timeline Group Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 381,037 $14.8M 11.28% +16,781 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 380,405 $14.8M 2.18% +60,227 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 378,199 $14.7M 8.71% +18,958 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 374,090 $14.6M 1.38% +71,855 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 373,069 $14.5M 3.02% +5,757 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 370,852 $14.4M 10.7% -1,241 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 370,511 $14.4M 1.87% +104,850 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 369,287 $14.4M 4.43% +10,666 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 368,908 $14.4M 1.8% -25,799 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 357,073 $13.9M 0.18% -34,956 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 356,773 $13.9M 0.95% -34,956 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 354,819 $13.8M 0.15% +34,514 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 354,738 $13.8M 0.17% +1,231 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 353,457 $13.8M 0.43% -11,580 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 352,800 $13.7M 5.97% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 352,526 $13.7M 3.28% +68,896 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 359,028 $13.7M 0.09% +37,462 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 351,192 $13.7M 1.44% +19,441 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 351,073 $13.7M 9.22% +22,267 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 345,655 $13.5M 0.86% +4,546 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for Thayer Financial, L.L.C. 312,670 $12.2M 12.43% -271 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 308,575 $12M 0.99% +18,613 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 307,579 $12M 4.17% +16,230 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 306,109 $11.9M 4.83% +21,380 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 301,697 $11.8M 5.19% +8,138 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 296,202 $11.5M 3.45% +1,737 13F-HR Timeline Spectrum Advisors, Inc. 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