VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,922,313 $214M 1.6% -92,388 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,668,663 $192M 0.01% -161,914 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,774,234 $130M 5.7% -111,740 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,597,684 $117M 0.87% +8,271 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,435,813 $105M 0.01% +849,618 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,420,427 $104M 1.6% +37,986 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,283,385 $94M 0.02% +13,266 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 876,080 $64.2M 0.01% +267,121 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 844,813 $61.9M <0.01% +7,215 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 819,076 $60M 0.01% +78,398 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 699,117 $51.2M <0.01% -22,535 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 649,015 $47.5M 0.01% +35,367 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 637,191 $46.7M 0.8% +45,343 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 584,650 $42.8M 0.55% +1,255 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 578,242 $42.4M 1.27% -140,189 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 448,023 $32.8M -24,984 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 437,503 $32.1M 0.85% +41,970 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/ 390,650 $28.6M <0.01% +94,332 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 373,728 $27.4M 1.67% +10,361 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 344,188 $25.2M 0.72% +22,004 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 308,939 $22.6M 0.14% +28,726 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 187,149 $13.7M 0.35% -83,566 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 176,831 $13M 0.25% +13,917 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 165,234 $12.1M 2.17% +4,949 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 159,010 $11.6M 0.85% +16,172 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 156,172 $11.4M 0.01% +813 13F-HR/A Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 150,551 $11M 3.24% +2,890 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 150,441 $11M 0.01% +31,008 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 141,335 $10.4M 0.11% -525 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 137,701 $10.1M 0.05% +2,953 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 135,547 $9.93M 1.75% +5,350 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 130,930 $9.59M 1.05% -55,909 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 128,406 $9.41M 1.83% +3,916 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 125,334 $9.18M 1.37% -5,894 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 119,624 $8.76M 0.04% +18,904 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 115,114 $8.43M 0.03% -3,080 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 114,547 $8.39M 0.1% +37,913 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 112,361 $8.23M 0.01% +46,626 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 111,983 $8.2M <0.01% +103,144 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 109,749 $8.04M 0.15% -1,139 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 103,745 $7.19M 0.89% +15,937 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 87,614 $6.42M 0.75% -120,688 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 86,012 $6.3M 2.54% -17,811 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 85,519 $6.27M 0.07% -22,891 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 76,605 $5.61M 0.04% -4,754 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 75,219 $5.51M 0.01% +2,326 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 73,946 $5.42M <0.01% -2,053 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 75,086 $5.19M 0.13% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 69,835 $5.12M 2.34% +6,080 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 69,136 $5.07M 1.01% +211 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 68,938 $5.05M 1.7% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 67,396 $4.94M 0.32% +36,685 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 62,225 $4.56M 0.02% -1,125 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 59,652 $4.37M 1.52% -4,759 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 58,001 $4.25M 1.16% +7,439 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 57,522 $4.21M <0.01% -1,203 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 56,530 $4.14M 0.03% -5,880 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56,505 $4.14M <0.01% +3,519 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 53,053 $3.89M 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 52,957 $3.88M 0.02% -78,574 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 52,779 $3.87M 0.02% +690 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,239 $3.68M <0.01% -20,761 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 49,247 $3.61M <0.01% +1,295 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 49,184 $3.6M 0.35% -3,855 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,600 $3.41M <0.01% -1,367 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 46,227 $3.16M 1.53% +376 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 42,829 $3.14M 0.3% +1,725 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 42,405 $3.11M 0.36% -21,233 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 40,119 $2.94M 0.07% +105 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 38,335 $2.81M <0.01% -27 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 35,061 $2.57M 0.03% +5,900 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 41,526 $2.51M 1.59% -15,412 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 33,466 $2.45M 0.85% -2,188 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 32,689 $2.39M 0.22% -6,011 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 31,902 $2.34M 0.87% -2,433 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 31,845 $2.33M 0.26% +144 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 30,922 $2.27M 0.21% +3,267 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,959 $2.12M <0.01% +23,881 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 28,452 $2.08M 0.03% -3,490 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 27,992 $2.05M 0.02% +10,882 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 25,985 $1.9M 0.8% +3,129 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 27,586 $1.87M +10,534 Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,789 $1.74M 0.02% +1,341 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 23,733 $1.74M 0.32% +120 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 23,908 $1.7M 0.22% -209 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 22,477 $1.65M 1.47% -277 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,476 $1.65M 0.01% -678 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 21,990 $1.61M 0.08% +2,702 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 21,287 $1.56M 0.05% -27 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 21,016 $1.54M 0.78% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,542 $1.5M 0.08% -11,034 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 20,437 $1.5M <0.01% +886 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 20,257 $1.48M 0.27% -6 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,473 $1.43M 0.06% -2,165 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 19,261 $1.41M 0.32% +518 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 18,856 $1.38M 0.39% +20 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,795 $1.38M <0.01% +352 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 17,814 $1.31M 0.1% -1,164 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 15,893 $1.16M 0.39% +531 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,183 $1.11M 0.02% +498 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,511 $1.06M <0.01% +2,148 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,326 $1.05M 0.02% 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 14,269 $1.05M 0.22% +44 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 14,148 $1.04M 0.08% -861 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 13,869 $1.02M 0.57% -1,142 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 13,262 $972K 0.53% -11,387 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,171 $965K 0.12% +629 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,329 $903K 0.08% -2,675 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,910 $873K <0.01% +5,013 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 11,640 $853K 0.04% +766 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,239 $823K 0.07% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,003 $806K <0.01% +2,330 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 10,995 $806K 0.06% -1,362 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,815 $792K <0.01% +10,265 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,514 $770K <0.01% -208 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,511 $697K 0.01% +16 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 9,498 $696K 0.47% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,104 $667K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,098 $667K <0.01% +1,959 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,028 $661K 0.21% +650 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,026 $661K <0.01% +3,032 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 8,713 $638K 0.04% +165 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,596 $630K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,363 $613K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,823 $573K 0.05% -385 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,879 $569K 0.07% -251 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 7,599 $557K 0.26% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 7,460 $547K 0.08% -1,147 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,588 $543K <0.01% -468 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 7,345 $538K 0.03% +2,227 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,959 $510K 0.39% +9 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,544 $479K <0.01% -369 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,045 $443K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,904 $433K 0.01% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,904 $433K 0.06% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,832 $427K <0.01% -22,528 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 5,825 $427K 0.02% -535 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,630 $412K 0.19% -174 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,615 $411K <0.01% -160 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,614 $411K <0.01% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,500 $403K 0.26% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,184 $380K 0.08% -282 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,148 $377K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,144 $377K 0.01% -19 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,137 $376K <0.01% -451 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 5,027 $368K 0.04% -397 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 4,905 $359K 0.27% +3 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 4,854 $356K 0.03% new 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,714 $345K 0.16% -374 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,647 $340K <0.01% +175 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,631 $339K 0.01% -258 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,603 $337K <0.01% +13 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,465 $327K 0.03% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,445 $326K <0.01% new 13F-HR/A Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,276 $313K 0.08% -198 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,200 $308K 0.17% -147 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,117 $302K 0.1% -183 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,030 $295K 0.17% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,941 $289K 0.02% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 3,833 $281K 0.06% -20 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,706 $271K 0.16% +258 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,601 $264K 0.01% 0 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,509 $257K 0.03% -3,625 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,485 $255K <0.01% -63 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,427 $251K <0.01% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,398 $249K 0.03% -395 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,378 $247K 0.03% -211 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,337 $244K 0.14% -169 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,304 $242K <0.01% -27 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 3,906 $236K 0.13% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,107 $228K <0.01% +39 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,025 $222K 0.2% +56 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,008 $220K <0.01% +1,917 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,954 $216K <0.01% -23 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,911 $213K 0.1% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,905 $213K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,890 $212K <0.01% +1,922 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,863 $210K 0.02% -411 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,862 $210K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,770 $203K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,762 $202K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. 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