Creative Planning in group Creative Planning More: the full row for Creative Planning 27,823,389 $2.29B 1.34% +1,592,411 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,449,673 $778M 0.09% +255,958 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/ 6,821,323 $562M 0.04% +202,431 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,887,790 $485M 19.25% -13,200 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,220,288 $347M -167,113 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,262,743 $269M 3.42% +64,794 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,820,974 $232M 10.05% +225,900 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,329,592 $192M 7.45% +743,237 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,237,685 $184M 2.09% +979,958 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,942,273 $160M +154,236 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,506,590 $124M 0.15% +147,845 13F-HR/A Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,328,794 $109M 1.24% -47,811 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,279,755 $105M 0.31% +186,786 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,248,027 $103M 0.04% +35,599 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,235,907 $102M 2.91% +192,108 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,246,691 $101M 2.46% -23,580 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 1,217,796 $100M 4.91% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,200,879 $98.9M 0.02% -23,060 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,150,130 $94.7M 8.77% +53,556 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,127,524 $92.8M 0.09% +131,271 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,127,165 $92.8M 0.03% +99,595 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,115,723 $91.9M 6.42% -25,481 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,069,370 $88.1M +52,647 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 979,623 $80.7M 7.88% +9,180 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 942,761 $77.6M 0.02% +48,072 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 919,443 $75.7M 2.98% -48,360 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 908,781 $74.8M 0.22% +54,215 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 901,285 $74.2M 0.38% +146,631 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 887,282 $73M 0.43% -204,881 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 878,685 $72.4M 0.11% +88,620 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 833,700 $68.6M 7.97% +16,615 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 820,209 $67.5M 0.86% +70,026 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 808,407 $66.6M 5.94% +58,050 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 724,321 $59.6M 10.92% +12,425 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 719,308 $59.2M 1.53% -16,108 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 719,169 $59.2M 5.86% -16,377 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 704,902 $58M 0.07% +135,970 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 685,880 $56.5M 0.06% +39,541 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 679,277 $55.9M 0.05% +39,208 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 676,193 $55.7M 0.21% -1,017 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 673,027 $55.4M 0.07% +113 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 684,518 $55.1M 1.1% +3,073 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 622,027 $51.2M 7.86% -8,069 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 553,678 $45.6M 18.47% -3,814 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 549,404 $45.2M 0.08% +67,173 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 539,346 $44.4M 1.93% -16,322 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 603,275 $42.9M 1.75% +55,564 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 516,155 $42.5M 0.05% -75,645 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 511,559 $42.1M 0.45% +4,321 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 511,517 $42.1M 3.04% +16,820 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 511,228 $42.1M 0.02% +20,060 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 505,291 $41.6M 2.61% -24,207 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 504,189 $41.5M 8.64% +23,996 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 493,378 $40.6M 0.06% -101,336 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 492,155 $40.5M 0.05% +39,625 13F-HR Timeline Group Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 463,838 $38.2M 25.38% +3,409 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 451,314 $37M 6.86% +27,759 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 447,771 $36.9M 5.14% -14,920 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 433,167 $35.7M 4.79% -7,790 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 433,095 $35.7M 3.97% +10,503 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 426,641 $35.1M 13.52% -7,665 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 420,588 $34.6M 0.08% +34,297 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 420,312 $34.6M 0.17% -9,522 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 418,581 $34.5M 2.53% -15,640 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 399,583 $32.7M 0.01% +91,294 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 392,045 $32.3M 10.79% -35,666 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 388,136 $32M 0.25% +6,669 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 368,640 $30.4M -28,596 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 368,474 $30.3M 0.05% +6,401 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 366,497 $30.2M 2.63% -22,842 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 365,926 $30.1M 13.34% +16,360 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 361,150 $29.7M 0.14% +1,909 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 359,277 $29.6M 0.05% +356,325 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 358,848 $29.5M 0.32% -934 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 354,823 $29.2M 4.16% +2,062 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 357,928 $29M 0.41% +6,394 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 347,763 $28.6M 8.18% +955 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 342,420 $28.2M 6.33% +6,256 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 338,393 $27.9M 7.81% -2,143 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 324,817 $26.7M 5.3% +9,213 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 321,166 $26.4M 0.7% -2,692 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 320,063 $26.4M 0.65% +23,298 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 317,417 $26.1M 0.38% +74 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 314,786 $25.9M 7.13% +5,900 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 309,328 $25.5M 2.01% -1,851 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 304,730 $25.1M 4.03% +15,851 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 302,816 $24.9M 7.04% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 301,920 $24.9M 0.31% +9,580 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 300,501 $24.7M 2.33% +34 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 298,118 $24.5M 7.31% +2,662 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 296,430 $24.4M +29,939 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 295,411 $24.3M <0.01% -4,053 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 295,304 $24.3M 6.79% -23,063 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 290,953 $24M 11.71% -1,419 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 289,884 $23.9M 5.09% +5,222 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 289,794 $23.9M 12.48% -31 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 286,224 $23.6M 1.94% +16,403 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 283,052 $23.3M 4.02% -440 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 282,786 $23.3M 0.65% -4,854 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 278,687 $22.9M 1.95% -4,670 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 274,915 $22.6M <0.01% +70,768 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 271,181 $22.3M 0.02% +12,944 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 270,820 $22.3M 9.47% -6,949 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 264,616 $21.8M 0.14% +31,241 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 263,071 $21.7M 1.39% +121,116 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 255,558 $21M 5% -1,081 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 255,152 $21M 0.96% -3,103 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 253,917 $20.9M 3.1% -7,122 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 251,896 $20.7M 1.67% -308 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 250,557 $20.6M 9.66% -20,700 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 248,065 $20.4M 0.04% +39,548 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 244,219 $20.1M 0.34% -13,433 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 241,729 $19.8M <0.01% +2,640 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 239,327 $19.7M 0.27% +14,639 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 238,326 $19.6M 1.2% -495 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 241,473 $19.6M 2.59% -16,077 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 236,987 $19.5M 0.16% +635 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 234,827 $19.3M 4.22% +4,712 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 235,674 $19.3M 2.64% -133,364 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 226,612 $18.7M 2.82% -11,554 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 226,110 $18.6M 2.18% +6,903 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 225,414 $18.6M 3.5% -8,517 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 224,550 $18.5M 13.03% +2,239 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 224,344 $18.5M 2.81% +10,964 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 220,656 $18.2M 1.05% +2,004 13F-HR/A Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 214,183 $17.6M 3.89% -2,078 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 269,115 $17.6M 0.03% -33,658 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 205,995 $17M 6.69% +28,866 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 200,647 $16.5M 0.47% -5,052 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 199,457 $16.4M 4.66% +1,616 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 197,455 $16.3M 1.19% +64,093 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 193,874 $16M 0.87% +8,532 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 192,134 $15.8M 2.53% +21,760 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 191,912 $15.8M 9.23% +2,708 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 190,980 $15.7M 2.56% +2,736 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 190,254 $15.7M 2.23% +12,677 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 189,932 $15.6M 1.21% +4,805 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 188,591 $15.5M 5.74% +11,411 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 186,248 $15.3M 1.22% -414 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 185,715 $15.3M 0.01% +21,717 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 185,231 $15.3M 1.52% -1,081 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 184,557 $15.2M 1.34% +1,444 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 183,808 $15.1M 9.38% +16,889 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 183,701 $15.1M 3.2% +4,407 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 182,371 $15M 3.73% -3,048 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 181,082 $14.9M 3.83% +1,570 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 180,549 $14.9M 0.03% +15,971 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 179,901 $14.8M 3.02% +6,267 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 177,551 $14.6M 1.43% +9,782 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 176,436 $14.5M 0.17% +1,093 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 175,504 $14.5M 1.3% +4,002 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 175,491 $14.4M 0.1% +35,413 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 174,600 $14.4M 3.47% +13,056 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 173,300 $14.3M 0.05% +22,152 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 168,970 $13.8M 0.45% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 166,905 $13.7M 0.22% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 163,345 $13.4M 4.65% +15,334 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 161,542 $13.3M 0.06% -68,982 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 159,251 $13.1M 5.18% +23,649 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 158,743 $13.1M 0.12% +7,580 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 155,022 $12.8M 0.02% +8,568 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 153,751 $12.7M 0.13% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 153,373 $12.6M 2.97% +5,218 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 152,737 $12.6M <0.01% +262 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 152,676 $12.6M 2.08% +13,115 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 173,609 $12.3M 0.34% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 149,093 $12.3M 2.9% +8,640 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 147,590 $12.2M 1.05% -3,309 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 146,985 $12.1M 3.04% -2,815 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 143,153 $11.8M 3.84% -1,469 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 143,008 $11.8M 0.79% +4,626 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 141,576 $11.7M 0.35% +3,282 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 141,455 $11.6M 0.15% -4,430 13F-HR Timeline Group PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 141,095 $11.6M 9.03% +2,490 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 135,563 $11.4M 6.19% -981 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 138,520 $11.4M 3.89% -4,014 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 138,463 $11.4M 0.26% +15,371 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 136,613 $11.2M 4.43% +3,779 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 134,696 $11.1M 0.97% +21,129 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 134,526 $11.1M 1.57% +85,708 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 144,794 $10.9M 2.99% 0 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 132,295 $10.9M 4.1% +2,144 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 130,657 $10.8M 0.6% -987 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 130,300 $10.7M 3.33% +6,250 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for CarsonAllaria Wealth Management, Ltd. 125,618 $10.3M 4.48% +993 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 123,258 $10.1M 1.1% -2,100 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 122,072 $10.1M 0.65% -9,654 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 121,633 $10M 2.18% -59,053 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 120,763 $9.94M 3.88% +4,174 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 120,162 $9.89M 1.6% +1,994 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 119,981 $9.88M 5.69% +3,201 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 119,256 $9.82M 2.3% -2,389 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 118,728 $9.78M 3.33% +17,605 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 113,731 $9.5M 3.82% +7,770 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 114,469 $9.43M 2.3% +1,590 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 113,295 $9.33M 0.23% -1,639 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 111,946 $9.22M 1.17% -599 13F-HR Timeline