Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,129,982 $480M +11,790 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 8,590,950 $292M 0.08% +523,941 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,416,314 $286M 14.15% -16,352 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,454,243 $253M 31.71% +105,875 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,258,730 $247M 1% +647,889 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,604,704 $224M 0.06% +44,763 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,166,855 $209M 19.86% +106,079 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,208,807 $177M 0.87% +66,092 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,886,852 $166M 17.57% +39,446 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 4,806,630 $163M 1.84% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,323,741 $147M 0.21% +242,778 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,942,065 $142M 4.03% -53,946 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,769,013 $128M 0.02% +61,232 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,737,287 $127M 7.1% -52,651 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,630,000 $123M 29.32% +9,286 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,513,309 $119M 0.22% +3,504,303 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,952,121 $100M 0.18% +53,921 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,875,490 $97.7M 0.2% -15,955 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,783,778 $94.6M 0.57% -30,996 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,541,201 $86.3M 0.34% -111,815 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,521,023 $85.6M +335,676 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,497,062 $84.8M 0.03% +165,786 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/ 2,450,708 $83.3M 0.01% +498,239 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 2,434,023 $82.7M 8.38% -174,690 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 2,394,043 $81.3M 24.92% -4,867 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,391,645 $81.2M 12.09% +107,505 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,390,556 $81.2M 2.93% -37,424 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,387,805 $81.1M 20% +35,769 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,304,226 $78.3M 4.2% +702 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,150,975 $73.1M 20.97% +11,493 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,148,190 $73M 29.35% -81,240 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,143,587 $72.8M 4.44% -19,060 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,065,674 $70.2M 3.78% -25,215 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,997,755 $67.9M 9.23% +34,830 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,949,020 $66.2M 4.06% +106,705 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,822,328 $61.9M 12.14% +1,675 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,764,001 $59.9M 2.32% -11,825 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,762,066 $59.9M 17.98% +42,356 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,612,850 $59.6M 0.88% +499,063 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,697,812 $57.7M 4.04% -257,922 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,544,450 $56.6M 20.1% -13,003 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,621,272 $55.1M 20.96% +31,559 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 1,589,820 $54M 17.11% -16,404 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,573,458 $53.5M 4.73% +145,083 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,565,178 $53.2M 20.45% -26,809 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,422,904 $51.1M 4.6% -13,922 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,401,514 $50.9M 14.39% +34,373 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,502,018 $49.5M <0.01% +1,058,271 13F-HR/A Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,447,156 $49.2M 8.1% +12,292 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 1,416,825 $48.1M 2.74% -119,916 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,394,816 $47.4M 16.05% +7,464 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,327,681 $45.1M 21.77% +10,631 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,323,626 $45M 3.36% -3,188 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,236,646 $44.3M 21.59% +128,405 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,287,714 $43.7M 31.75% +22,492 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,276,502 $43.4M 12.22% -40,639 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,221,414 $41.5M 0.08% -70,663 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 1,206,924 $41M 22.41% -1,259 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,184,794 $40.2M 0.59% -56,932 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,160,548 $39.4M 16.37% -3,795 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,153,055 $39.2M 0.18% -19,463 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,143,842 $38.9M 0.04% -33,767 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,124,416 $38.2M 0.06% +414,694 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,120,695 $38.1M 3.05% -46,854 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,111,628 $37.8M 10.91% -19,347 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,055,497 $35.9M 0.51% -37,539 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,018,559 $34.6M 3.75% +58,323 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 903,646 $30.7M 16.1% +49,126 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 888,337 $30.2M 0.3% +34,472 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 876,378 $29.8M 0.08% +134,727 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 866,264 $29.4M 18.89% +12,100 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 855,795 $29.1M 0.03% -31,166 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 852,469 $29M 3.97% -32,421 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 839,456 $28.5M 1.51% -36,849 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 811,078 $27.6M 3.01% +7,777 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 809,746 $27.5M 0.13% -33,106 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 800,588 $27.2M 0.5% -150,071 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 733,377 $24.9M 7.58% -34,773 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 731,319 $24.8M 2.66% -7,291 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 730,621 $24.8M 7.71% +13,740 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 728,287 $24.7M 14.14% -49,231 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 727,702 $24.7M 0.7% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 721,381 $24.5M +45,497 Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 720,463 $24.5M 4.42% -258 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 740,511 $24.4M 21.36% -55,394 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 712,295 $24.2M 14.13% +17,665 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 643,051 $23.4M 0.52% -1,609 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 681,936 $23.2M 7.16% -2,115 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 674,680 $22.9M 5.46% -15,051 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 654,649 $22.2M 0.03% +243,453 13F-HR Timeline Group marrick wealth, LLC More: the full row for marrick wealth, LLC 653,050 $22.2M 18.66% +1,068 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 645,085 $21.9M 5.79% -1,317 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 600,657 $21.6M 17.93% +3,561 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 629,397 $21.4M 6.1% +1,422 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 625,195 $21.2M <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 611,688 $21.1M 0.2% +60,425 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 608,449 $20.7M 0.46% -60,229 13F-HR/A Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 605,775 $20.6M 19.98% -706 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 606,817 $20.6M 0.03% -2,705 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 604,801 $20.5M 0.11% -232 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 603,494 $20.5M 0.11% -4,830 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 593,257 $20.3M 0.04% -157,683 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 586,059 $19.9M 1.14% -19,399 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 550,672 $18.7M 0.03% +51,733 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 550,554 $18.7M 14.25% -3,825 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 543,183 $18.5M 10.02% +3,493 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 518,643 $17.6M 4.03% -18,633 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 518,020 $17.6M 0.85% +495,717 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 509,315 $17.3M 4.18% +13,329 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 488,760 $16.6M 4.21% -23,693 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 486,972 $16.5M 0.04% +302,012 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 484,743 $16.5M 2.12% -832,663 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 476,773 $16.2M 6.99% +38,054 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 476,589 $16.2M 6.7% +10,972 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 473,924 $16.1M 0.08% -1,483 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 471,355 $16M 4.12% -24,892 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 469,006 $15.9M 1.08% +4,559 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 460,529 $15.6M 1.72% +70,298 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 460,305 $15.6M 8.8% -35,425 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 456,204 $15.5M 7.29% -46,269 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 447,358 $15.2M 7.42% -13,320 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 446,471 $15.2M 0.02% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 443,607 $15.1M 0.18% -37,318 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 433,679 $14.7M 0.02% +372,782 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 431,174 $14.6M 0.41% +384 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 427,506 $14.5M 4.35% -12,660 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 442,174 $14.5M 0.09% +1,331 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 425,376 $14.5M 1.79% +97,384 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 406,157 $13.8M 0.02% -19,855 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 404,889 $13.8M 1.43% +32,306 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 389,490 $13.2M 3.59% -2,319 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 381,462 $13M 0.01% +5,833 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 377,834 $12.8M 1.79% +14,777 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 373,555 $12.7M 0.02% +1,541 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 372,834 $12.7M 0.28% -7,009 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 372,649 $12.7M 13.2% +15,130 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 366,393 $12.4M 0.18% -3,698 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 365,715 $12.4M 2% +1,443 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 363,405 $12.3M 0.01% +99,833 13F-HR Timeline Group ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 346,394 $11.8M 7.03% -10,897 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 341,590 $11.6M 3.39% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 338,034 $11.5M 0.09% -177 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 336,513 $11.4M 1.62% 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 ERn Financial, LLC More: the full row for ERn Financial, LLC 317,053 $10.8M 2.03% -7,759 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 309,641 $10.5M 2.31% +10,655 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 306,347 $10.4M 0.13% +952 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 303,923 $10.3M 2.46% +4,958 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 302,525 $10.3M 4.12% -2,586 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 301,098 $10.2M 8.2% +68,220 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 293,560 $9.97M 1.07% -6,986 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 284,431 $9.66M 5.64% +12,192 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 271,864 $9.23M 1.52% +61,625 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 270,834 $9.2M 1.12% -5,600 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 275,897 $9.1M <0.01% +121,000 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 263,778 $8.96M 3.03% -58,383 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 263,308 $8.94M 3.11% -10,939 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 251,277 $8.54M 3.72% -30,304 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 247,517 $8.41M 0.06% +235,469 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 252,764 $8.27M 0.4% -2,430 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 241,584 $8.21M 6.47% -6,364 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 236,652 $8.04M 4.18% +39,892 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 234,375 $7.96M 5.55% -1,386 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 232,367 $7.89M 1.76% -5,003 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 232,288 $7.89M 2.21% -236,320 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 226,465 $7.69M 3.01% -7,261 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 225,352 $7.66M 3.05% -760 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 224,206 $7.62M 1.15% +35,982 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 223,273 $7.58M 0.06% new 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 214,494 $7.29M 5.26% +19,331 13F-HR Timeline Warwick Investment Management, Inc. 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