Creative Planning in group Creative Planning More: the full row for Creative Planning 24,835,701 $1.73B 1.24% +2,150,710 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,102,950 $565M 0.07% +23,636 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/ 6,631,878 $462M 0.03% +22,323 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,844,597 $407M 19.11% -12,235 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,356,577 $304M +102,130 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,104,414 $216M 3.19% +158,090 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,555,837 $178M 9.82% +99,453 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,620,351 $113M -49,973 Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,384,944 $96.5M 1.2% +81,447 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,355,176 $94.4M 4.88% +380,939 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,306,504 $91M 2.75% -18,881 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,257,727 $87.6M 1.72% +860,746 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,189,294 $82.9M 0.47% -91,575 13F-HR Timeline Group Premier Financial Group More: the full row for Premier Financial Group 1,182,919 $82.8M 21.59% +19,742 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,166,599 $81.3M 0.01% +93,269 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,162,402 $81M 4.37% +15,473 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,154,951 $80.5M 5.64% +5,222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,130,069 $78.7M 0.55% -21,634 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,118,981 $78M 0.12% +164,058 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,049,586 $73.1M 8.04% +116,888 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,021,046 $71.1M 0.03% +47,101 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,006,896 $70.2M 2.91% +61,161 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 999,202 $69.6M 0.08% +31,884 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 968,342 $67.5M 2.89% +18,914 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 966,616 $67.3M 7.61% +12,065 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 919,571 $64.1M +50,406 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 912,788 $63.6M 0.02% +136,555 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 889,001 $61.9M 0.02% +59,891 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 830,897 $57.9M 7.44% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 760,466 $53M 1.36% -4,129 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 735,392 $51.2M 5.57% -4,140 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 721,406 $50.3M 10.35% -199 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 718,936 $50.1M 0.07% -16,893 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 667,600 $49.7M 1.23% +15,157 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 704,276 $49.1M 5.61% +44,705 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 676,560 $47.1M 0.06% +123,759 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 654,144 $45.6M 0.06% -14,903 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 640,922 $44.7M 8.37% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 632,175 $44M 0.24% +86,139 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 618,560 $43.1M 0.75% +5,974 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 606,555 $42.3M 0.06% +330,335 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 600,702 $41.9M 0.05% +73,467 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 587,004 $40.9M 0.03% -7,400 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 577,477 $40.2M 0.16% +75,268 13F-HR Timeline Group DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 561,605 $39.1M 17.35% -1,852 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 555,086 $38.7M 2.66% -10,660 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 548,487 $38.2M 1.8% +5,000 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 547,569 $38.1M 0.06% +26,317 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 527,514 $37.1M 0.07% -2,008 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 518,222 $36.1M 0.42% -14,446 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 482,648 $33.6M 2.9% +10,619 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 472,914 $32.9M 5.41% -5,415 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 470,710 $32.8M 0.04% -7,934 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 465,214 $32.4M 2.09% +28,061 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 455,789 $31.8M 24.8% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 452,836 $31.5M 0.18% -2,905 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 448,766 $31.3M 7.65% +46,410 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 443,051 $30.9M 4.7% -3,075 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 427,125 $29.8M 12.91% +11,156 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 425,052 $29.6M 10.64% +6,710 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 424,499 $29.6M 4.04% +7,576 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 422,944 $29.5M 0.04% +14,193 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 415,630 $29M 6.37% +16,395 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 396,997 $28.8M 0.04% +9,615 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 408,871 $28.5M 2.84% +8,973 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 393,518 $27.4M 0.11% -2,425 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 361,021 $25.4M 6.49% +7,242 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 358,655 $25.3M 0.32% -8,023 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 355,904 $24.8M 0.05% +1,055 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 352,483 $24.6M 3.82% +6,394 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 350,232 $24.4M 12.64% +8,029 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 338,472 $23.6M 7.48% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 332,181 $23.1M 0.7% -11,420 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 329,790 $23M 7.5% +3,494 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 329,494 $23M 0.16% +40,386 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 328,739 $22.9M 5.75% +5,133 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 326,465 $22.7M 0.66% new 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 323,700 $22.6M 0.4% +1,425 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 319,942 $22.3M 0.24% +62,303 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 318,809 $22.2M 4.8% +14,467 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 317,163 $22.1M 1.79% +94,883 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 303,603 $22M 2.08% -686 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 313,146 $21.8M 2.23% -20,356 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 309,315 $21.5M 0.11% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 308,858 $21.5M 1.54% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 305,693 $21.3M 0.06% +28,322 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 303,666 $21.2M 6.51% +9,212 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 298,511 $20.8M 0.91% -6,884 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 297,096 $20.7M 0.42% +36,288 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 296,472 $20.7M 6.56% +4,797 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 289,187 $20.1M 7.04% +25,739 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 288,650 $20.1M 6.85% +6,943 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 288,343 $20.1M 11.4% +11,535 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 286,036 $19.9M 3.78% +282,432 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 285,337 $19.9M 11.99% +2,660 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 285,119 $19.9M 1.06% -5,983 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 281,559 $19.6M 1.89% +8,890 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 280,214 $19.5M 4.67% +8,491 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 263,163 $19.5M 3.49% -11,118 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 273,380 $19M 0.36% -17,695 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 269,525 $18.8M 9.52% +27,091 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 267,844 $18.7M 5.49% +5,218 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 265,846 $18.5M 11.21% +15,440 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 265,216 $18.5M <0.01% +98,222 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 264,962 $18.5M 0.5% +13,003 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 263,405 $18.4M 1.8% +12,704 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 254,358 $17.7M 3.83% +21,676 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 254,109 $17.7M 4.83% +4,010 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 247,036 $17.2M 1.39% +19,511 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 242,771 $16.9M 2.65% +32,809 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 237,356 $16.5M 3.22% -14,925 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 237,201 $16.5M 1.12% +4,708 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 233,602 $16.3M 0.01% +29,140 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 229,504 $16M 0.16% -16,158 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 227,558 $15.9M 3.82% +8,592 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 221,705 $15.4M 0.01% +48,422 13F-HR Timeline Group SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 221,175 $15.4M 12.78% +1,486 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 220,759 $15.4M 3.81% -1,261 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 216,721 $15.1M <0.01% +1,996 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 213,918 $14.9M 0.13% +24,493 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 212,021 $14.8M 2.49% +6,776 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 209,240 $14.6M 1.96% +6,384 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 208,580 $14.5M 0.88% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 203,109 $14.2M 0.45% -56,090 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 200,285 $14M 0.03% +4,682 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 198,095 $13.8M +23,179 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 176,396 $13.3M 0.86% +3,651 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 188,529 $13.1M 4.53% +1,459 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 186,450 $13M 1.13% +6,682 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 184,639 $12.9M 2.35% +4,141 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 183,359 $12.8M 2.32% -429 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 182,708 $12.7M 3.63% +5,533 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 181,990 $12.7M 2.94% +14,077 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 175,826 $12.2M 2.9% -2,178 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 175,246 $12.2M 0.22% +123,750 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 174,422 $12.2M 1.93% +5,126 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 172,018 $12.1M 0.46% +126,586 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 173,752 $12.1M 3.39% +4,084 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 173,709 $12.1M 0.09% +162,153 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 173,048 $12.1M 8.55% +7,805 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 172,883 $12M 1.31% +8,114 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 168,102 $11.7M 2.73% +4,205 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 168,041 $11.7M 0.03% -12,035 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 167,771 $11.7M 5.58% +5,283 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 165,954 $11.6M 8.41% +5,292 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 165,331 $11.5M 0.05% -2,357 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 162,106 $11.3M 0.23% +140,404 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 160,558 $11.2M 1.01% -2,253 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 160,312 $11.2M 0.91% +31,527 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 159,919 $11.1M 0.34% -9,070 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 158,429 $11M <0.01% -74,415 13F-HR/A Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 156,385 $10.9M 1.26% +5,969 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 156,074 $10.9M 1.13% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 154,694 $10.8M 2.83% +8,940 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 140,535 $10.7M 6.57% +1,515 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 150,163 $10.5M 3.18% +9,019 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 149,599 $10.4M 0.03% +14,270 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 148,982 $10.4M 3.9% +2,688 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 148,562 $10.4M 0.13% -5,271 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 147,991 $10.3M 0.06% +2,088 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 143,062 $9.97M 3.77% +2,615 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 142,178 $9.91M 4.12% +9,684 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 139,979 $9.75M 4.12% +3,903 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 138,942 $9.68M 0.57% +16,524 13F-HR/A Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 138,025 $9.62M 2.75% +98,459 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 137,338 $9.57M 0.01% +7,016 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 136,525 $9.51M 0.75% -8,340 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 135,956 $9.47M 0.67% -10,356 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 135,909 $9.47M 2.66% +4,895 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 135,829 $9.46M 0.32% +3,773 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 135,021 $9.41M 0.88% +15,911 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 134,762 $9.39M 2.81% +3,650 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 134,462 $9.37M 0.72% +13,329 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 134,359 $9.36M 0.17% +108,819 13F-HR/A Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 133,628 $9.31M 8.73% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 124,248 $9.27M 1.76% +1,122 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 131,954 $9.19M 0.59% -155 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 131,373 $9.15M 1.66% +5,935 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 129,672 $9.03M 3.31% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 123,882 $8.92M 3.98% +3,981 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 126,970 $8.85M 3.73% +5,467 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 126,637 $8.82M 3.62% -4,889 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 125,304 $8.73M 1.31% +1,676 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 124,844 $8.7M 0.72% -22,846 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 124,151 $8.65M 4.29% +973 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 123,372 $8.6M 8.93% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 121,461 $8.46M 0.6% +5,099 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 109,997 $8.28M 4.21% +9,287 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 115,989 $8.26M 2.93% +9,826 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 117,996 $8.22M 1.67% +257 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 116,419 $8.11M 0.27% -240,467 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 115,764 $8.07M 5.15% -4,414 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 115,482 $8.05M 0.23% -1,579 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 113,248 $7.89M 2.29% -173 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 112,511 $7.84M 0.22% +25,412 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 110,869 $7.72M 0.26% -8,769 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 110,606 $7.71M 4.1% +3,371 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 110,136 $7.67M 0.14% +944 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 109,863 $7.65M 5.75% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 108,810 $7.58M 0.01% +13,216 13F-HR/A Timeline Group