ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,922,267 $604M 0.19% +1,485,459 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,293,587 $562M 1.37% +146,848 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,481,517 $391M 3.07% +7,002,364 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 6,336,492 $160M 10.31% +288,205 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,222,653 $157M 2.6% +213,531 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,467,820 $113M +776,097 Timeline Carlson Capital Management More: the full row for Carlson Capital Management 3,912,589 $98.7M 4.31% +16,451 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 3,165,787 $79.9M 3.33% +49,739 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,171,536 $54.8M 0.07% +159,039 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,160,372 $54.5M 0.03% +106,516 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,007,885 $50.7M 7.39% +206,991 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,889,957 $47.7M 6.05% +43,290 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,665,927 $42M 9.62% +3,891 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,576,507 $39.8M 0.06% +507,745 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,504,922 $38M 0.06% +15,885 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,477,931 $37.3M 2.55% +607,188 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,280,120 $32.3M 5.79% -9,308 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,238,738 $31.3M 1.19% +43,418 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,157,040 $29.1M 3.04% -811,910 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 875,436 $22.1M 0.23% +88,730 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 717,758 $18.1M 1.51% +126,968 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 668,103 $16.9M 2.13% +28,375 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 636,548 $16M 5.34% +50,357 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 621,474 $15.7M 0.36% -66,793 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 583,279 $14.7M 0.95% +67,090 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 544,770 $13.7M 4.77% +3,594 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 511,481 $12.9M 2.17% +7,114 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 487,682 $12.3M 0.96% -263,156 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 474,381 $12M 4.64% +26,143 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 407,495 $10.3M 4.58% +45,258 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 404,559 $10.2M 0.24% +256,671 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 401,906 $10.1M 4.92% +42,963 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 383,282 $9.67M 5% +12,806 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 380,673 $9.6M 0.06% -61,746 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 379,522 $9.58M 0.1% -1,477 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 365,775 $9.23M 3.61% +144,818 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 365,610 $9.22M 4.45% +17,179 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 364,769 $9.2M 0.09% +15,417 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 346,903 $8.75M 0.3% +6,052 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/ 330,710 $8.34M <0.01% +22,796 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 309,602 $7.81M 0.12% -7,838 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 303,137 $7.65M 3.55% +19,040 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 299,576 $7.56M 0.28% +28,962 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 295,767 $7.46M 0.08% +969 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 288,457 $7.28M 2.45% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 285,858 $7.21M 3.43% +61,176 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 279,460 $7.05M 1.04% +12,092 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 274,810 $6.93M 0.27% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 270,923 $6.83M 1.14% +5,195 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 265,090 $6.69M 4.99% +17,561 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 264,872 $6.68M 0.29% +9,980 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 260,396 $6.57M 2.47% +116,637 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 251,089 $6.33M 1.29% +9,110 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 249,990 $6.31M 0.05% +26,087 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 248,042 $6.26M 3.56% +11,233 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 224,170 $5.66M 3.74% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 222,744 $5.62M <0.01% +78,648 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 211,281 $5.33M 4.69% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 205,618 $5.18M 1.13% +11,510 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 202,719 $5.11M 3.75% +2,234 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 199,248 $5.03M 0.01% +54,278 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 186,089 $4.7M 1.29% -259,111 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 176,696 $4.46M 2.29% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 173,460 $4.38M 2.66% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 168,289 $4.25M 0.01% +7,111 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 161,187 $4.07M 4.19% 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 156,650 $3.95M 2.69% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 154,550 $3.94M 0.13% +4,665 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 153,946 $3.88M 1.02% +258 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 147,695 $3.73M 1.91% +13,175 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 143,593 $3.62M 1.93% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 142,711 $3.6M 0.88% +1,400 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 138,146 $3.49M 1.17% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 132,374 $3.34M 0.28% -5,141 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 131,382 $3.31M 0.7% +35,223 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 131,261 $3.31M <0.01% +62,887 13F-HR Timeline Group Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 129,021 $3.26M 1.96% +33,897 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 112,258 $2.83M 1.77% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 107,272 $2.71M <0.01% +7,318 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 107,030 $2.7M 1.72% +7,243 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 103,945 $2.65M 2.02% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 100,102 $2.53M 0.03% +42,780 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 97,857 $2.47M 0.92% -1,055 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 97,340 $2.46M 1.19% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 93,918 $2.37M 0.13% +20,252 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 91,235 $2.3M 0.01% +9,539 13F-HR/A Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 89,854 $2.26M 0.55% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 86,715 $2.19M 0.23% +420 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 85,741 $2.16M 0.5% +13,257 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 85,264 $2.15M <0.01% +9,955 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 81,526 $2.06M <0.01% +13,004 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 80,457 $2.03M 0.38% +6,321 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 78,113 $1.97M 0.13% +10,384 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 73,736 $1.86M 0.11% +6,632 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 71,448 $1.8M 0.02% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 71,315 $1.8M 0.27% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 68,339 $1.72M 0.02% +38,508 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 66,315 $1.67M <0.01% 13F-HR/A Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 65,672 $1.66M 0.33% -10,281 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 63,588 $1.6M 0.53% -784 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 62,984 $1.59M 0.32% +11,763 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 59,664 $1.51M 0.77% +7,881 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 59,156 $1.49M 0.31% +55 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 59,075 $1.49M 0.01% +27,026 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 56,601 $1.43M 0.02% +7,606 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 56,029 $1.41M 1.07% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 55,625 $1.4M 0.34% -454 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 55,555 $1.4M 0.09% +1,744 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 54,633 $1.38M <0.01% -48,923 13F-HR Timeline Group Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 52,478 $1.32M 0.61% +3,039 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 52,378 $1.32M 0.29% -251 13F-HR Timeline Friday Financial More: the full row for Friday Financial 48,401 $1.22M 0.84% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,289 $1.22M <0.01% -2,260 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 47,717 $1.2M 0.81% -2,359 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 46,534 $1.17M 0.24% +6,387 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 44,686 $1.13M 0.2% -1,036 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 44,575 $1.12M 0.43% -2,150 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 43,382 $1.09M <0.01% +34,316 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 43,373 $1.09M 0.56% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 43,297 $1.09M <0.01% +3,492 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 42,371 $1.07M 0.14% +14,375 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 40,603 $1.02M 0.85% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 39,901 $1.01M 0.04% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 39,684 $1M 0.49% +9,670 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,361 $917K 0.01% -2,937 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 33,398 $843K 0.02% -1,900 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 31,928 $806K 0.69% -988 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 31,911 $805K 0.47% +18,105 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 31,880 $804K 0.6% 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 31,533 $796K 0.38% +741 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 28,003 $776K 0.52% +16 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 30,571 $771K <0.01% -2,229 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 29,505 $744K 0.37% +340 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 28,893 $729K 0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 28,086 $709K <0.01% +4,249 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 27,895 $703K <0.01% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 27,685 $699K 0.37% -6,538 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 27,281 $688K <0.01% +12,141 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 26,431 $667K 0.02% +1,144 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 26,306 $664K 0.55% +16,360 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 26,100 $659K 0.66% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 25,696 $648K 0.32% -416 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,646 $647K 0.04% -2,110 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 25,235 $637K 0.03% +263 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 24,976 $630K 0.3% -82,982 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,861 $627K <0.01% -7,730 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 23,873 $602K 0.02% +111 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 22,207 $590K 0.43% 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 21,617 $545K 0.54% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 21,460 $541K 0.22% +14,029 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,098 $532K 0.05% +309 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,488 $466K <0.01% -9,492 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 18,220 $460K 0.04% -4,386 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 17,910 $452K 0.02% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 17,290 $436K 0.14% +5,142 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 17,294 $436K 0.43% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 17,240 $435K 0.24% +69 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 16,938 $427K 0.09% -8,072 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,681 $396K <0.01% +1,787 13F-HR/A Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 15,473 $390K 0.11% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,445 $390K 0.01% +4,065 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 14,739 $372K <0.01% -969 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 16,511 $361K 0.12% +7,399 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,259 $360K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,575 $342K 0.01% +4,920 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 13,513 $341K 0.09% +366 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 13,259 $335K 0.16% +9,241 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,007 $328K 0.03% +391 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,657 $319K <0.01% -195 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 12,210 $308K 0.09% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 12,157 $307K 0.03% +66 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,901 $300K 0.16% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,787 $297K 0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,749 $296K <0.01% +1,127 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 11,749 $296K <0.01% +1,127 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 11,694 $295K 0.03% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 11,482 $290K 0.15% +48 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,021 $278K 0.01% +1,166 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,609 $268K 0.16% +1,674 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 10,417 $263K 0.1% -1,195 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 10,324 $260K 0.03% +57 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,261 $259K 0.01% +2 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,218 $258K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,203 $257K <0.01% -2,519 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,751 $246K <0.01% +5,318 13F-HR Timeline Group Bedel Financial Consulting, Inc. 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