Apella Capital, LLC More: the full row for Apella Capital, LLC 2,259,550 $120M 1.7% +128,611 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,595,524 $85.5M 8.07% +42,955 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 952,480 $51M 11.31% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 779,026 $41.8M 1.81% +71,171 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 738,963 $39.6M 5.63% +21,725 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 676,064 $36.2M 8.15% +15,657 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 660,685 $35.4M 3.61% -17,852 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 635,640 $34.1M 7.9% +16,339 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 606,888 $32.5M +130,237 Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 486,969 $26.1M 7.32% +38,599 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 468,562 $25.1M 0.02% +2,088 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 467,359 $25M 6.99% -232,503 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 450,943 $24.2M 8.96% +15,991 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 408,097 $21.9M +112,431 Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 384,379 $20.6M 3.38% +16,083 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 387,348 $20.3M 2.54% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 372,058 $19.9M 5.6% +46,800 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 365,866 $19.6M 5.44% +13,893 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 357,028 $19.1M 4.49% +45,347 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/ 334,133 $17.9M <0.01% +23,693 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 316,735 $17M 0.53% +10,444 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 310,477 $16.6M 2.76% +5,438 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 288,905 $15.5M 0.37% +212,536 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 287,453 $15.4M 0.07% -34,818 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 279,075 $15M 0.03% +15,136 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 274,405 $14.7M 0.04% -279,562 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 272,457 $14.6M 0.91% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 271,081 $14.5M 0.14% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 270,512 $14.5M 2.33% new 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 264,904 $14.2M 7.79% +1,946 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 257,900 $13.8M 6.66% +21,095 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 263,676 $13.8M 3.71% +47,981 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 254,386 $13.6M 0.43% +1,267 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 252,993 $13.6M 6.16% +20,131 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 246,732 $13.2M 8.64% +9,665 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 243,427 $13M 5.53% +35,799 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 222,418 $11.9M 1.23% +34,051 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 219,887 $11.8M 6.54% new 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 206,600 $11.1M 7.67% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 196,295 $10.5M 0.09% +10,717 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 193,410 $10.4M 3.63% +3,428 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 188,565 $10.1M 0.5% +16,387 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 186,105 $9.97M 7.97% +30,643 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 175,125 $9.39M +12,858 Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 151,798 $8.14M 0.98% +4,283 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 145,346 $7.79M 3.97% +37,181 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 130,926 $7.02M 0.04% +31,992 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 112,208 $6.01M 1.49% +1,181 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 111,512 $5.98M 0.05% -8,096 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 107,366 $5.75M 0.01% +1,607 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 106,944 $5.73M 0.57% +1,613 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 105,751 $5.67M 1.73% +4,513 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 103,844 $5.57M 0.35% +7,049 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 102,092 $5.47M 2.54% +13,355 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 99,867 $5.35M 0.01% +3,888 13F-HR Timeline Group HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 97,067 $5.2M 4.35% +5,387 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 92,181 $4.94M 2.68% +1,591 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 91,577 $4.91M 2.94% -77 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 90,507 $4.85M <0.01% +5,312 13F-HR Timeline Group Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 87,479 $4.69M 2.52% -18,896 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 82,777 $4.44M 0.03% +3,634 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 80,881 $4.33M 0.01% +27,720 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 79,477 $4.26M 0.17% +18,785 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 78,642 $4.21M 1.62% +1,735 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 76,508 $4.1M 2.59% +4,482 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,560 $4M 0.01% +11,099 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 73,319 $3.93M +1,789 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,170 $3.87M <0.01% +5,121 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 69,354 $3.72M <0.01% +21,504 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 68,806 $3.69M 1.6% +7,376 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 66,142 $3.54M <0.01% +18,046 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 64,939 $3.48M 1.47% +3,917 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 63,426 $3.4M 2.58% +6,021 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 61,411 $3.29M 2.06% -5,778 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 59,360 $3.18M 2.12% +2,341 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 56,123 $3.01M 2.55% +6,935 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 55,520 $2.98M 0.29% +12,318 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 54,083 $2.9M 0.1% +7,247 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 53,887 $2.89M 0.03% +6,375 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 53,213 $2.85M 0.09% +3,025 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 53,193 $2.85M <0.01% +1,593 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 52,959 $2.84M <0.01% +8,170 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 47,544 $2.55M 0.87% +9,937 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 45,474 $2.44M 1.8% +3,680 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 45,373 $2.43M 1.57% +3,242 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 45,072 $2.42M 0.08% +611 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 42,647 $2.29M 1.54% +643 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 41,194 $2.21M 1.12% -75,971 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 40,826 $2.19M <0.01% +29,525 13F-HR Timeline Group Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 40,202 $2.13M 0.65% +23,671 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,825 $2.03M 0.01% -2,623 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 37,170 $1.99M 0.2% +11,271 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 34,159 $1.81M 0.48% +14,178 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32,137 $1.73M 0.06% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 29,480 $1.58M 0.89% -17,640 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 26,290 $1.41M 1.07% +10,870 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 20,368 $1.07M 0.06% +3,594 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 19,485 $1.04M 0.05% +4,833 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 19,178 $1.03M 0.42% -19,844 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,628 $945K 0.22% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,566 $941K <0.01% +8,555 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,237 $924K 0.01% new 13F-HR Timeline Group E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 17,203 $922K 0.67% -503 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,714 $896K 0.02% -236 13F-HR Timeline Group First Financial Group Corp More: the full row for First Financial Group Corp 14,600 $782K 0.57% +7,950 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 14,921 $779K 0.15% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,114 $756K 0.02% +530 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,898 $745K 0.01% +5,865 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,410 $719K 0.12% -370 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 12,982 $696K 0.16% +5,630 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,800 $686K 0.01% +241 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,701 $681K 0.01% +3,086 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 12,270 $658K 0.14% +513 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 11,830 $634K 0.21% +451 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,500 $616K 0.09% +1,924 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,782 $577K 0.17% +390 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 10,719 $574K 0.1% +637 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 10,454 $560K 0.06% +6,167 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 10,303 $552K <0.01% +537 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 10,205 $547K 0.27% -2,460 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9,902 $531K 0.04% +5,482 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,801 $525K 0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,608 $515K 0.06% -47 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 9,123 $489K 0.42% +406 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,812 $472K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,660 $464K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,598 $450K +4,413 Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 8,200 $439K 0.17% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,853 $421K 0.01% -64 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,724 $360K <0.01% +613 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,627 $355K 0.02% new 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,550 $351K 0.17% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,273 $336K 0.04% +251 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,249 $335K 0.02% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,088 $326K <0.01% +1,227 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,077 $326K 0.01% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,901 $316K 0.16% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,761 $309K 0.23% +550 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,725 $307K 0.03% +298 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,683 $305K 0.02% +155 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,682 $305K 0.02% +771 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 5,681 $304K 0.13% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,638 $302K 0.02% +823 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,614 $299K <0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,576 $299K 0.07% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,562 $298K <0.01% +504 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,215 $279K 0.1% +590 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,958 $266K 0.02% new 13F-HR Timeline Group GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,954 $266K 0.11% -113 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,854 $260K <0.01% new 13F-HR/A Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,798 $257K 0.09% +588 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,619 $247K <0.01% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,521 $242K 0.04% +236 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,123 $221K <0.01% +1,452 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,000 $214K 0.05% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,221 $173K 0.01% -69,866 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,044 $163K 0.01% +494 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,810 $151K 0.02% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,703 $145K 0.08% +76 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,045 $110K 0.01% +1,740 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,904 $102K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,608 $86.2K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,225 $65.7K 0.01% +379 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 758 $40K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 630 $33.8K 0.01% +6 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 289 $15.5K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 286 $15.3K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 281 $15.1K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 266 $14.3K 0.01% +29 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 250 $13.4K <0.01% -133 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 201 $10.8K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 175 $9.38K <0.01% +46 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 126 $6.75K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 28 $1.49K <0.01% +5 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4 $214 <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.