Creative Planning in group Creative Planning More: the full row for Creative Planning 26,230,978 $1.87B 1.27% +1,395,277 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,193,715 $654M 0.09% +1,090,765 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/ 6,618,892 $471M 0.03% -12,986 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,900,990 $420M 18.89% +56,393 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,387,401 $317M +30,824 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,197,949 $227M 3.26% +93,535 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,595,074 $185M 9.8% +39,237 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,788,037 $127M +167,686 Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,586,355 $113M 5.22% +231,179 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,376,605 $97.9M 1.22% -8,339 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,358,745 $96.6M 0.14% +239,764 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,270,271 $94.2M 2.68% -36,233 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,257,727 $87.6M 1.72% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,223,939 $87.1M 0.02% +57,340 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,212,428 $86.2M 0.04% +191,382 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,211,136 $86.1M 4.62% +48,734 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 1,182,493 $85.3M 14.52% -426 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,141,204 $81.2M 5.99% -13,747 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,096,574 $78M 8.25% +46,988 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,092,969 $77.7M 0.38% -96,325 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,092,163 $77.7M 0.52% -37,906 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,043,799 $74.2M 2.88% +36,903 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,027,570 $73.1M 0.02% +114,782 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,016,723 $72.3M +97,152 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 996,253 $70.9M 0.08% -2,949 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 970,443 $69M 7.42% +3,827 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 967,803 $68.8M 2.96% -539 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 894,689 $63.6M 0.02% +5,688 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 854,566 $60.8M 0.24% +277,089 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 817,085 $58.1M 7.51% -13,812 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 790,065 $56.2M 0.09% +71,129 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 754,654 $53.7M 0.3% +122,479 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 750,357 $53.4M 5.41% +46,081 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 750,183 $53.4M 0.83% +131,623 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 681,445 $52.5M 1.17% +13,845 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 735,546 $52.3M 5.64% +154 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 735,416 $52.3M 1.42% -25,050 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 711,896 $50.6M 10.43% -9,510 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 677,210 $48.2M 0.24% +367,895 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 672,914 $47.9M 0.07% +18,770 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 646,339 $46M 0.05% -30,221 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 640,069 $45.5M 0.05% +39,367 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 630,096 $44.8M 8.06% -10,826 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 594,714 $42.3M 0.06% -11,841 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 591,800 $42.1M 0.06% +121,090 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 568,932 $40.5M 0.06% +21,363 13F-HR Timeline Group DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 557,492 $39.7M 17.8% -4,113 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 555,668 $39.4M 1.91% +536,201 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 547,711 $38.2M 1.85% -776 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 529,498 $37.7M 2.56% -25,588 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 507,238 $36.1M 0.43% -10,984 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 494,697 $35.2M 2.94% +12,049 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 491,168 $34.9M 0.02% -95,836 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 482,231 $34.3M 0.07% -45,283 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 480,193 $34.2M 8.13% +31,427 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 462,691 $32.9M 5.41% -10,223 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 460,429 $32.8M 24.87% +4,640 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 452,530 $32.2M 0.05% +29,586 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 440,957 $31.4M 4.75% -2,094 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 434,306 $30.9M 13.2% +7,181 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 434,221 $30.9M 2.24% -30,993 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 429,834 $30.6M 0.17% -23,002 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 427,711 $30.4M 10.86% +2,659 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 423,555 $30.1M 6.49% +7,925 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 422,592 $30.1M 3.75% -1,907 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 397,236 $28.3M +396,169 Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 389,339 $27.7M 2.68% -19,532 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 386,291 $27.5M 0.07% +80,598 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 381,467 $27.3M 0.26% +61,525 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 351,534 $27.1M 0.4% +277,781 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 369,038 $26.9M 1.82% +60,180 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 362,073 $25.8M 0.05% +6,169 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 359,782 $25.6M 0.31% +1,127 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 359,241 $25.6M 0.14% +29,747 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 352,761 $25.1M 3.96% +278 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 349,566 $24.9M 12.49% -666 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 346,808 $24.7M 7.52% +17,018 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 340,536 $24.2M 7.35% +2,064 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 336,164 $23.9M 6% +7,425 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 311,179 $23.1M 2.08% +7,576 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 323,858 $23M 0.69% -8,323 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 318,367 $22.6M 7.56% +29,180 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 317,343 $22.6M 0.39% -6,357 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 315,604 $22.4M 4.87% -3,205 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 308,886 $22M 6.59% +5,220 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 308,289 $21.6M 0.01% +86,584 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 300,467 $21.4M 2.17% -12,679 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 299,464 $21.3M <0.01% +34,248 13F-HR/A Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 296,765 $21.1M 0.58% +31,803 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 295,456 $21M 7% +6,806 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 292,372 $20.8M 11.21% +4,029 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 292,340 $20.8M 0.44% -4,756 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 289,825 $20.6M 12.05% +4,488 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 288,879 $20.5M 5.04% +21,035 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 287,640 $20.5M 0.64% -10,871 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 284,662 $20.2M 4.92% +4,448 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 283,492 $20.2M 3.82% -2,544 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 283,357 $20.2M 1.92% +1,798 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 277,769 $19.8M 9.46% +8,244 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 271,257 $19.3M 10.48% +5,411 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 269,821 $19.2M 1.82% +6,416 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 266,491 $19M +68,396 Timeline WPWealth LLP More: the full row for WPWealth LLP 261,039 $18.6M 2.84% +18,268 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 258,255 $18.4M 0.95% -26,864 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 258,237 $18.4M 0.02% +24,635 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 257,652 $18.3M 0.35% -15,728 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 257,550 $18.3M 3.21% -5,613 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 256,639 $18.3M 4.84% +2,530 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 302,773 $18M 0.04% -94,224 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 252,204 $17.9M 1.59% +5,168 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 238,821 $17M 1.14% +1,620 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 238,166 $16.9M 3.19% -16,192 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 236,352 $16.8M 0.16% +6,848 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 233,931 $16.6M 3.36% -3,425 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 233,375 $16.6M 0.13% +19,457 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 239,089 $16.5M <0.01% +22,368 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 230,524 $16.4M 0.07% +65,193 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 230,115 $16.4M 3.98% +2,557 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 224,688 $16M 0.25% +62,582 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 222,311 $15.8M 12.65% +1,136 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 219,207 $15.6M 2.06% +9,967 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 218,652 $15.6M 0.96% +10,072 13F-HR/A Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 216,261 $15.4M 3.81% -4,498 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 213,380 $15.2M 2.58% +1,359 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 208,517 $14.8M 0.03% +8,232 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 205,699 $14.6M 0.46% +2,590 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 204,147 $14.5M <0.01% +116,946 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 185,342 $14.2M 0.84% +8,946 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 197,841 $14.1M 4.52% +9,312 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 189,204 $13.5M 9.07% +16,156 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 188,244 $13.4M 2.45% +3,605 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 186,662 $13.3M 1.2% +26,104 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 186,312 $13.3M 1.64% +29,927 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 185,419 $13.2M 3.62% +2,711 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 185,127 $13.2M 1.15% -1,323 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 183,113 $13M 1.28% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 180,686 $12.9M 3.09% +4,860 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 179,512 $12.8M 3.64% +5,760 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 179,294 $12.8M 2.84% -2,696 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 177,577 $12.6M 1.99% +3,155 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 177,180 $12.6M 5.4% +9,409 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 177,129 $12.6M 6.26% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 175,343 $12.5M 0.22% +97 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 173,634 $12.4M 2.83% +5,532 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 173,609 $12.3M 0.34% +13,690 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 171,502 $12.2M 1.27% +15,428 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 170,374 $12.1M 2.47% -12,985 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 167,769 $11.9M 1.35% -5,114 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 166,919 $11.9M 8.8% +965 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 164,578 $11.7M 0.03% +14,979 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 168,970 $11.7M 0.42% -3,048 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 163,998 $11.7M 0.01% +74,997 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 161,544 $11.5M 3.22% +11,381 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 144,794 $10.9M 2.99% +10,032 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 152,475 $10.8M <0.01% -5,954 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 151,163 $10.8M 0.1% +114,700 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 151,148 $10.8M 0.06% +3,157 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 150,899 $10.7M 1.02% +15,878 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 149,800 $10.7M 2.91% -4,894 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 148,155 $10.5M 3.01% +10,130 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 148,011 $10.5M 4.28% +5,833 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 136,544 $10.5M 6.17% -3,991 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 146,454 $10.4M 0.02% +9,116 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 145,885 $10.4M 0.15% -2,677 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 144,622 $10.3M 3.72% +1,560 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 142,534 $10.1M 3.78% -6,448 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 141,955 $10.1M 0.77% -18,357 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 140,453 $9.99M 2.76% +4,544 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 140,078 $9.96M 0.28% -186,387 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 139,561 $9.93M 1.82% +8,188 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 138,605 $9.86M 8.77% +4,977 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 138,382 $9.84M 0.78% +3,920 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 138,294 $9.84M 0.34% +2,465 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 135,602 $9.65M 4.21% -4,377 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 133,608 $9.5M 0.67% -5,334 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 133,362 $9.49M 0.75% -3,163 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 132,834 $9.45M 4.17% +8,952 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 131,726 $9.37M 0.63% -4,230 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 131,644 $9.36M 0.6% -310 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 130,151 $9.26M 3.83% +3,181 13F-HR Timeline Waterfront Wealth Inc. 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