Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,021,581 $440M +35,983 Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,380,637 $263M 13.38% +4,842,439 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 8,087,211 $254M 0.07% +62,544 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,291,015 $229M 30.48% +295,282 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,861,971 $215M 0.95% +581,087 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,666,431 $209M 0.06% -949,407 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 5,969,193 $187M 18.95% +220,076 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,135,490 $161M 0.78% +164 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,817,439 $151M 0.2% -116,537 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 4,806,630 $151M 1.47% +1,946,150 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,536,974 $142M 16.82% +192,591 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,052,050 $127M 3.99% -35,827 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,827,152 $120M 0.02% -231,690 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,770,416 $118M 6.92% -22,329 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,680,826 $116M 29.1% +49,674 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,421,443 $107M 0.4% -38,112 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,905,314 $91.2M 0.2% +28,602 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 2,806,089 $88.1M 9.24% -44,453 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,797,757 $87.8M 0.56% +31,328 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,793,813 $87.7M 0.33% -207,310 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,762,854 $86.7M 4.16% +10,344 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 2,418,949 $75.9M 24.44% +19,625 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,389,931 $75M 2.74% -57,502 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,350,070 $73.7M 4.16% -35,001 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,336,795 $73.3M 19.21% +5,789 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,210,604 $69.4M 11.38% +23,105 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,171,396 $68.1M 30.27% -59,412 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,160,852 $67.8M 0.01% -433,678 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,105,402 $66.1M 21.12% +144,776 13F-HR Timeline Capstone Financial Advisors, Inc. 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Prosperity Capital Advisors 1,839,453 $57.7M 3.35% -15,847 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,801,189 $56.5M 13.46% -29,022 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,790,092 $55.8M 3.91% +90,635 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,725,295 $54.1M <0.01% +149,977 13F-HR/A Timeline Group Confluence Wealth Services, Inc. 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More: the full row for LEGACY FINANCIAL GROUP, INC. 631,792 $19.8M 5.43% +8,080 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 616,122 $19.3M 0.12% -13,507 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 613,767 $19.3M 6.48% +7,916 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 596,902 $18.5M 0.03% +41,463 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 553,615 $17.4M 14.09% +7,505 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 547,167 $17.2M 16.26% +30,956 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 533,692 $17.1M 2.62% +26,234 13F-HR Timeline Prosperity Planning, Inc. 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More: the full row for Equitable Holdings, Inc. 429,229 $13.5M 0.1% +4,163 13F-HR Timeline Group CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 454,680 $13.4M 4.64% 0 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 394,556 $12.4M 25.26% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 393,987 $12.4M 0.01% -6,341 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 393,858 $12.4M 0.02% -213,540 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 393,733 $12.4M 3.92% -3,790 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 383,935 $12M 2% -6,821 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 381,687 $12M 0.36% -11,246 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 376,612 $11.8M 6.96% +5,904 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 370,310 $11.6M 0.27% -4,108 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 369,406 $11.6M 0.02% -2,962 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 364,007 $11.4M 0.18% +14,047 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 359,418 $11.3M 1.57% +7,615 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 357,145 $11.2M 6.75% -3,127 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 346,144 $10.9M 0.1% +7,656 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 326,431 $10.2M 0.01% +26,308 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 326,172 $10.2M 1.31% -100 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 323,147 $10.1M 1.32% -11,668 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 322,197 $10.1M 2% -8,544 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 322,015 $10.1M 0.15% +16,796 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 313,913 $9.85M 1.14% +52,177 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 308,472 $9.68M 3.02% 0 13F-HR Timeline Porter White Investment Advisors, Inc. 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More: the full row for Warwick Investment Management, Inc. 231,704 $7.27M 1.26% -665 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 218,663 $6.86M 2.94% -3,460 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 217,864 $6.84M 0.05% +3,788 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 215,345 $6.79M 2.86% 0 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 213,657 $6.7M 2.33% +22 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 212,362 $6.66M 2.58% +1,868 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 207,141 $6.5M 0.27% -3,933 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 205,537 $6.45M 0.03% -5,577 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 201,380 $6.32M 2.67% -6,408 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 194,773 $6.11M 1.56% +1,095 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 194,391 $6.1M 0.09% +181,918 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 193,905 $6.08M 0.5% -2,583 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 195,896 $6M 0.68% -4,591 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 190,916 $5.99M 1.11% +7,660 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 190,132 $5.97M 0.97% -70,402 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 186,832 $5.86M 0.39% +20 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 185,646 $5.83M <0.01% +113,437 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 183,431 $5.76M 0.06% -24,104 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 182,331 $5.72M 1.91% +5,854 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 179,396 $5.63M 0.51% -4,151 13F-HR Timeline RS CRUM INC. 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More: the full row for Keystone Financial Group, Inc. 157,910 $4.96M 2.79% +20,234 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 154,249 $4.84M 0.27% +3,308 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 149,510 $4.72M 2.24% -682 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 150,232 $4.71M 3.65% -360 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 149,539 $4.69M -133,339 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 142,755 $4.48M 0.02% +108,543 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 142,232 $4.46M 0.74% -2,568 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 141,465 $4.44M 1.19% +7,716 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 140,000 $4.39M 0.2% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 137,599 $4.32M 1.04% -2,944 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 136,715 $4.29M 3.72% +15,029 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 136,213 $4.27M 0.17% +5,863 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 131,829 $4.14M 0.39% +4,819 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 129,774 $4.07M <0.01% +2,136 13F-HR/A Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 137,431 $4.04M 1.37% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 126,663 $3.97M 0.06% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 119,671 $3.76M 0.12% +716 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 119,485 $3.75M 0.01% -215 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 117,940 $3.7M 2.68% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 116,804 $3.67M 0.5% +205 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 116,433 $3.65M 1.61% -3,913 13F-HR Timeline