Creative Planning in group Creative Planning More: the full row for Creative Planning 22,684,991 $1.55B 1.19% +2,456,531 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,079,314 $553M 0.07% +229,914 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/ 6,609,555 $452M 0.03% +392,795 13F-HR/A Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,856,832 $401M 19.45% +30,872 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,254,447 $291M +402,443 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,946,324 $202M 3.21% +157,434 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,456,384 $168M 10.03% +83,050 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,670,324 $114M -867,435 Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,325,385 $90.7M 2.85% -40,811 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,303,497 $89.2M 1.16% -569,840 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,280,869 $87.7M 0.53% -34,765 13F-HR/A Timeline Group Premier Financial Group More: the full row for Premier Financial Group 1,163,177 $79M 21.12% +3,067 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,151,703 $78.8M 0.57% -67,855 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,149,729 $78.7M 5.77% +361,707 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,146,929 $78.5M 4.43% +67,131 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,073,330 $73.5M 0.01% +108,303 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 974,237 $66.7M 4.11% +415,058 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 973,945 $66.7M 0.03% +92,575 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 967,318 $66.2M 0.08% +17,614 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 954,923 $65.4M 0.11% -61,731 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 954,551 $65.3M 7.7% +547 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 949,428 $65M 3.03% -14,462 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 945,735 $64.7M 3.19% +60,950 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 932,698 $63.9M 7.54% +52,767 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 869,165 $59.5M 0.01% +51,376 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 829,110 $56.8M 0.02% -77,139 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 776,233 $53.1M 0.02% +59,719 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 764,595 $52.3M 1.33% -419,117 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 739,532 $50.5M 5.73% +9,085 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 735,829 $50.4M 0.07% -175,792 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 721,605 $49.4M 10.38% +14,388 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 669,047 $45.8M 0.06% +137 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 659,571 $45.2M 5.38% +3,004 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 652,443 $45.1M 1.18% +30,463 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 612,586 $41.9M 0.97% +22,141 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 594,404 $40.7M 0.03% +18,295 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 565,746 $38.7M 2.75% -13,968 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 563,457 $38.6M 17.57% -10,281 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 552,801 $37.8M 0.05% +45,629 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 546,036 $37.4M 0.2% +58,279 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 543,487 $37.2M 2% -24,436 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 532,668 $36.5M 0.42% -14,377 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 529,522 $36.3M 0.07% +499,655 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 527,235 $36.1M 0.04% +216,441 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 521,252 $35.7M 0.06% -28,613 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 502,209 $34.4M 0.13% +74,254 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 478,644 $32.8M 0.04% +2,798 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 478,329 $32.7M 5.97% -1,130 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 472,029 $32.3M 2.83% +12,822 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 455,741 $31.2M 0.19% -2,770 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 446,126 $30.5M 4.89% -5,471 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 437,153 $29.9M 1.97% +32,876 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 418,342 $28.6M 10.81% +17,887 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 416,923 $28.5M 4.03% +19,257 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 415,969 $28.5M 12.56% +7,197 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 408,751 $28M 0.04% +65,323 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 402,356 $27.5M 7.13% +67,034 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 399,235 $27.4M 6.39% +26,213 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 399,898 $27.4M 2.87% +11,011 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 399,397 $27.3M 2.11% +5,388 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 396,981 $27.2M 1.01% +391,081 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 395,943 $27.1M 0.1% -2,151 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 387,382 $26.5M 0.04% -20,250 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 366,678 $25.1M 0.33% -10,831 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 353,779 $24.4M 6.5% +12,234 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 356,886 $24.4M 0.84% -7,332 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 354,849 $24.3M 0.05% +18,967 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 346,089 $23.7M 3.76% -4,551 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 343,601 $23.5M 0.74% -39,856 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 342,203 $23.4M 12.75% +4,761 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 333,502 $22.8M 2.4% -646 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 326,296 $22.3M 7.49% +5,867 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 323,606 $22.2M 5.73% -1,275 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 322,275 $22.1M 0.44% +4,578 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 304,289 $21M 2.13% -9,418 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 305,395 $20.9M 1.01% -15,284 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 304,342 $20.8M 4.68% +2,634 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 294,454 $20.2M 6.62% -509 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 291,675 $20M 6.54% +17,314 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 291,102 $19.9M 1.13% -19,661 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 291,075 $19.9M 0.4% -14,446 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 289,108 $19.8M 0.17% +35,705 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 282,677 $19.4M 12.15% +3,516 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 281,707 $19.3M 6.87% +7,690 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 277,371 $19M 0.05% +15,552 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 274,281 $19M 3.91% -14,588 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 276,808 $19M 11.77% +4,612 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 276,220 $18.9M 0.03% -349,066 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 272,669 $18.7M 1.89% +5,307 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 271,723 $18.6M 4.64% +21,067 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 263,448 $18M 6.67% +23,629 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 262,626 $18M 6.13% +44,248 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 260,808 $17.9M 0.37% -4,846 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 259,199 $17.7M 0.51% +2,550 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 257,639 $17.6M 0.27% +28,729 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 251,959 $17.3M 0.48% +19,781 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 252,281 $17.3M 3.33% -76,348 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 250,701 $17.2M 1.74% +63,540 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 250,406 $17.1M 10.97% +10,066 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 250,099 $17.1M 4.87% +3,381 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 245,662 $16.8M 0.17% +49,513 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 242,434 $16.6M 9.37% +3,594 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 239,977 $16.4M 2.66% +4,692 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 232,844 $15.9M <0.01% -39,095 13F-HR/A Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 232,682 $15.9M 3.98% -1,498 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 232,493 $15.9M 1.15% -2,607 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 227,525 $15.6M 1.28% +101 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 222,280 $15.2M 1.22% -11,852 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 222,020 $15.2M 3.87% -19 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 219,689 $15M 13.06% -3,304 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 218,966 $15M 3.78% +9,978 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 214,725 $14.7M <0.01% -15,092 13F-HR/A Timeline Group WPWealth LLP More: the full row for WPWealth LLP 209,962 $14.4M 2.35% +39,451 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 205,245 $14.1M 2.32% -6,839 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 204,462 $14M 0.01% +14,675 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 202,856 $13.9M 1.94% +3,218 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 195,603 $13.4M 0.03% +74,205 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 189,425 $13M 0.1% +31,703 13F-HR Timeline Group Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 187,070 $12.8M 4.53% -455 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 183,788 $12.6M 2.36% +13,777 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 180,498 $12.4M 2.24% -24 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 180,076 $12.3M 0.04% -2,141 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 179,768 $12.3M 1.1% +7,626 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 178,004 $12.2M 2.92% -9,119 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 177,175 $12.1M 3.68% +5,404 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 174,916 $12M +26,968 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 173,283 $11.9M 0.01% +34,522 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 169,668 $11.6M 3.35% -1,521 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 169,296 $11.6M 1.94% +36,201 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 172,745 $11.6M 0.8% +6,743 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 168,989 $11.6M 0.37% -6,284 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 167,913 $11.5M 2.76% -4,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 167,688 $11.5M 0.05% -1,249 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 166,994 $11.4M <0.01% +31,152 13F-HR Timeline Group BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 165,243 $11.3M 8.34% -6,693 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 164,769 $11.3M 1.28% +39,684 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 163,897 $11.2M 2.71% +7,012 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 162,811 $11.1M 1.03% +74 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 162,488 $11.1M 5.94% +5,839 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 160,662 $11M 8.21% +16,427 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 162,443 $11M 3.86% +1,205 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 153,833 $10.5M 0.14% +7,795 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 150,416 $10.3M 1.32% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 147,690 $10.1M 0.78% -680 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 146,312 $10M 1.65% -8,349 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 146,294 $10M 3.87% +2,891 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 145,903 $9.99M 0.06% -3,220 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 145,754 $9.98M 3.74% -563 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 144,865 $9.92M 0.82% -259 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 141,144 $9.66M 3.12% +12,882 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 140,447 $9.61M 4.08% +5,953 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 137,725 $9.43M 1.83% -2,194 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 139,020 $9.39M 6.1% +799 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 136,076 $9.32M 3.92% -47,926 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 135,329 $9.26M 0.02% +9,187 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 132,494 $9.07M 4.01% +9,342 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 132,109 $9.04M 0.61% -1,187 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 132,056 $9.04M 0.31% -1,061 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 131,526 $9M 2.43% -4,629 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 131,112 $8.98M 2.8% +1,744 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 131,014 $8.97M 2.65% +5,639 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 130,322 $8.92M 0.01% +18,258 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 128,785 $8.82M 0.76% +51,284 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 125,438 $8.59M 1.61% +6,800 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 123,628 $8.46M 1.38% +4,046 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 123,178 $8.43M 4.38% +49 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 123,126 $8.41M 1.72% +33,836 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 122,418 $8.38M 0.47% +20,129 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 121,503 $8.32M 3.68% +3,874 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 121,133 $8.29M 0.67% +4,205 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 120,178 $8.23M 5.39% +1,187 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 119,638 $8.19M 0.29% -24,346 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 119,901 $8.19M 3.88% +1,605 13F-HR Timeline WEBSTER BANK, N. A. 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A. 119,110 $8.15M 0.78% +6,123 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 117,739 $8.06M 1.81% -988 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 117,628 $8.05M 3.01% +1,031 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 117,061 $8.01M 0.25% +4,368 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 116,362 $7.97M 0.59% +453 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 115,311 $7.89M 0.07% -19,115 13F-HR/A Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 113,421 $7.76M 2.35% +2,811 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 110,451 $7.56M 4.05% -9,794 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 109,692 $7.51M 0.04% +6,720 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 109,192 $7.48M 0.15% -816 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 107,235 $7.34M 4.1% -5,844 13F-HR Timeline Ruedi Wealth Management, Inc. 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