Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,882,222 $511M -247,760 Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,368,617 $308M 13.49% -47,697 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 8,228,270 $303M 0.07% -362,680 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,779,410 $287M 31% +325,167 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,700,191 $247M +95,487 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,594,247 $243M 1.03% -664,483 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,491,032 $239M 19.64% +324,177 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,222,632 $192M 0.85% +13,825 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,054,079 $186M 17.25% +167,227 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 4,806,630 $177M 1.66% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,450,159 $164M 0.21% +126,418 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,862,746 $142M 0.02% +93,733 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 3,903,563 $142M 3.45% -38,502 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,743,466 $138M 6.88% +6,179 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,692,741 $136M 28.41% +62,741 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,295,765 $121M 0.2% -217,544 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/ 3,205,258 $118M 0.01% +754,550 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,814,600 $104M 0.18% -60,890 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,791,019 $103M 0.57% +7,241 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,706,140 $99.7M +185,117 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,626,969 $96.8M 0.03% +129,907 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,465,252 $90.8M 12.42% +73,607 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,462,672 $90.7M 0.26% -78,529 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,434,768 $89.7M 20.69% +283,793 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,410,224 $88.8M 20.22% +22,419 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 2,391,457 $88.1M 8.31% -42,566 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 2,313,175 $85.2M 23.95% -80,868 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,311,945 $85.2M 2.68% -78,611 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,274,985 $83.8M 4.1% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,231,887 $82.2M 0.13% -720,234 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,214,709 $81.6M 0.05% +1,768,238 13F-HR Timeline Group Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,158,889 $79.5M 28.76% +10,699 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,070,402 $76.3M 2.18% +306,401 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,043,404 $75.3M 3.67% -22,270 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,007,568 $74M 8.86% +9,813 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,963,742 $72.3M 4.1% +14,722 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,949,537 $71.8M 19.73% +187,471 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,894,281 $69.8M 3.87% -249,306 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,808,735 $66.6M 11.79% -13,593 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,783,165 $65.7M 5.28% +209,707 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 1,626,249 $59.9M 12.13% +36,429 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,603,245 $59.1M 19.71% +58,795 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,596,426 $58.8M 20.19% -24,846 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,602,530 $58.6M 0.83% -10,320 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,585,523 $58.1M <0.01% +83,505 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,572,354 $57.9M 3.65% -125,458 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,534,860 $56.5M 19.83% -30,318 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,492,148 $54.4M 14.65% +90,634 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,468,984 $54.1M 8.53% +21,828 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,424,036 $52.5M 15.79% +29,220 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,410,622 $52M 4.11% -12,282 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,399,265 $51.5M 3.45% +75,639 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,362,389 $50.2M 2.48% -54,436 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,347,961 $49.7M 21.04% +20,280 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,328,450 $49M 0.14% +518,704 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,317,129 $48.5M 30.84% +29,415 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,297,654 $47.8M 19.46% +61,008 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,275,089 $47M 12.38% -1,413 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 1,241,297 $45.7M 22.04% +34,373 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,215,877 $44.8M 0.06% +91,461 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,211,224 $44.6M 0.08% -10,190 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,184,461 $43.6M 15.72% +23,913 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,177,632 $43.4M 0.04% +33,790 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,153,522 $42.5M 0.04% +297,727 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,120,817 $41.3M 0.54% -63,977 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,112,424 $41M 9.24% +796 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,110,002 $40.9M 3.18% -10,693 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,067,151 $39.3M 3.77% +48,592 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,049,121 $38.6M 0.5% -6,376 13F-HR Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 948,539 $34.9M 16.91% +236,244 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 933,045 $34.4M 0.08% +56,667 13F-HR/A Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 920,770 $33.9M 16.2% +17,124 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 891,121 $32.8M 0.28% +2,784 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 880,269 $32.4M 18.32% +14,005 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 844,650 $31.1M 3.77% -7,819 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 840,321 $31M 0.58% +231,872 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 837,360 $30.8M 0.88% +787,714 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 800,336 $29.5M 1.28% -39,120 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 793,729 $29M 4.09% -17,349 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 782,836 $28.8M 0.03% +128,187 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 782,441 $28.8M 0.45% -18,147 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 771,681 $28.4M 0.13% -381,374 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 770,819 $28.4M 0.16% +721,745 13F-HR Timeline Aspen Private Advisors, LLC More: the full row for Aspen Private Advisors, LLC 764,320 $28.2M 28.25% 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 764,422 $28M 21.65% +23,911 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 748,420 $27.6M 14.13% +20,133 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 727,702 $26.8M 0.66% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 720,654 $26.5M 4.32% +191 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 718,310 $26.5M 2.51% -13,009 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 716,825 $26.4M -4,556 Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 704,170 $25.9M 6.79% +22,234 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 700,494 $25.8M 7.06% -30,127 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 675,314 $24.9M 6.6% -58,063 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 670,634 $24.7M 5.27% -4,046 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 667,000 $24.6M 5.73% +21,915 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 664,948 $24.5M 17.39% +11,898 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 624,247 $23M 0.81% +616,914 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 621,951 $22.9M 0.11% +283,917 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 631,244 $22.9M 0.46% -11,807 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 615,470 $22.7M 0.03% +64,798 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 603,863 $22.2M 0.1% -938 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 598,384 $22M 0.11% -5,110 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 595,793 $21.9M 5.63% -33,604 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 595,284 $21.9M 17.68% -5,373 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 592,185 $21.8M 10.21% +49,002 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 577,693 $21.3M 0.04% -15,564 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 574,324 $21.2M 1.97% +169,435 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 561,258 $20.7M 1.05% -24,801 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 556,763 $20.5M 2.56% +178,929 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 527,460 $19.4M 13.05% -23,094 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 523,407 $19.3M 3.95% +4,764 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 519,033 $19.1M 4.37% +9,718 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 515,318 $19M 7.48% +38,545 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 513,837 $18.9M 0.82% -4,183 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 497,251 $18.3M 0.14% -114,437 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 480,554 $17.7M 2.05% -4,189 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 478,755 $17.6M 16.75% -127,020 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 472,299 $17.4M 3.99% -16,461 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 470,989 $17.4M 0.07% -2,935 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 465,556 $17.2M 4.02% -5,799 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 464,628 $17.1M 6.3% -11,961 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 463,297 $17.1M 0.01% +99,892 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 460,156 $17M 0.02% +53,999 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 447,575 $16.5M 7.09% +217 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 446,022 $16.4M 6.85% -10,182 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 445,289 $16.4M 1.61% -15,240 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 438,431 $16.2M 0.1% -3,743 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 431,147 $15.9M 0.17% -12,460 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 429,593 $15.8M 0.39% -1,581 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 425,052 $15.7M 1.56% -324 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 423,536 $15.6M 4.07% -3,970 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 389,396 $14.3M 0.01% +7,934 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 384,843 $14.2M 3.5% -4,647 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 387,541 $14.1M 0.01% +111,644 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 381,067 $14M 0.02% +7,512 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 373,242 $13.8M 10.99% +593 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 372,636 $13.7M 0.17% +6,243 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 366,264 $13.5M 0.28% -6,570 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 362,804 $13.4M 8.73% +61,706 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 358,451 $13.2M 1.86% -7,264 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 350,091 $12.9M 3.48% +8,501 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 349,686 $12.9M 6.74% +3,292 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 334,635 $12.3M 1.64% -1,878 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 322,777 $11.9M 0.02% -284,040 13F-HR/A Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 318,920 $11.7M 2.33% +9,279 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 318,909 $11.7M 1.94% +1,856 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 316,004 $11.6M 0.12% +9,657 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 305,764 $11.3M 1.67% +33,900 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 308,472 $11.2M 3.07% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 302,935 $11.2M 2.32% -988 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 298,082 $11M 5.91% +13,651 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 297,632 $11M 4.22% -4,893 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 291,117 $10.7M 1.05% -2,443 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 272,380 $10M 1.36% +164,065 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 270,812 $9.98M 0.39% +79,621 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 269,575 $9.93M 5.21% +32,923 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 290,463 $9.87M 0.4% +37,699 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 260,306 $9.59M 1.04% -10,528 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 247,021 $9.1M 1.92% +14,654 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 243,861 $8.98M 2.83% -19,917 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 243,478 $8.97M 3.27% -7,799 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 239,116 $8.81M 3.72% -2,468 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 235,909 $8.69M 0.05% +12,636 13F-HR Timeline Group Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 234,010 $8.62M 4% -365 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 231,888 $8.54M 2.08% -400 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 229,431 $8.45M 1.12% +5,225 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 228,994 $8.44M 1.66% +31,572 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 225,469 $8.31M 2.97% +117 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 221,331 $8.15M 0.04% +13,430 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 213,723 $7.87M 0.36% +4,035 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 212,692 $7.84M 2.87% -13,773 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 210,347 $7.75M 4.84% -4,147 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 208,280 $7.67M 4.98% -2,443 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 207,683 $7.65M 0.1% +156,362 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 205,864 $7.58M 2.57% -1,760 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 205,208 $7.56M 5.12% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 201,329 $7.42M 1.64% +869 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 201,038 $7.41M 0.83% -10,585 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 200,582 $7.39M 1.16% +3,305 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 198,360 $7.31M 2.23% +21 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 200,249 $7.3M 2.24% -1,454 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 193,362 $7.12M 2.14% +736 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 187,127 $6.89M <0.01% +38,703 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 186,842 $6.88M 2.69% +37,300 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 179,273 $6.6M 0.65% -5,202 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 178,307 $6.57M 0.75% +1,837 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 177,941 $6.56M 0.48% +1,302 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 175,893 $6.48M 0.47% -3,935 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 174,934 $6.44M 1.4% -1,162 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 174,676 $6.44M 1.21% -3,151 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 168,427 $6.2M 0.1% -11,756 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 167,758 $6.18M 0.49% -2,727 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 160,840 $5.93M 2.33% +5,660 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 159,662 $5.88M 5.05% +16,456 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 158,187 $5.83M 2.12% -2,692 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 154,037 $5.67M 3.5% +1,848 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 153,090 $5.61M 0.18% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 151,543 $5.58M 1.25% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 150,973 $5.56M 0.01% +24,834 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 150,924 $5.56M <0.01% +32,215 13F-HR Timeline Group