VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 3,014,701 $182M 1.54% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,830,577 $165M 0.01% -126,207 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,885,974 $114M 5.43% -2,956 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,589,413 $96M 0.84% +276,646 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,382,441 $83.5M 1.52% +191,408 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,270,119 $76.8M 0.02% +174,769 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 837,598 $50.6M <0.01% +22,965 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 740,678 $44.8M 0.01% +12,832 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 721,652 $43.6M <0.01% -51,032 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 718,431 $43.4M 1.5% -332,999 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 613,648 $37.1M 0.01% +31,062 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 608,959 $36.8M 0.01% +92,134 13F-HR/A Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 591,848 $35.8M 0.67% new 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 586,195 $35.4M 0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 583,395 $35.3M 0.51% +10,287 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 561,566 $33.9M 0.09% -113,963 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 473,007 $28.6M +83,819 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 395,533 $23.9M 0.77% +27,399 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 363,367 $22M 1.17% +13,974 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 322,184 $19.5M 0.61% +10,338 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/ 296,318 $17.9M <0.01% +46,969 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 270,715 $16.4M 0.39% +240,245 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 280,213 $16.2M 0.1% +9,491 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 208,302 $12.6M 1.3% -113,014 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 186,839 $11.3M 1.44% -4,957 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 162,914 $9.84M 0.22% +28,122 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 160,285 $9.69M 2.03% +1,760 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 155,359 $9.39M 0.01% -7,134 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 147,661 $8.92M 2.78% -15,459 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 142,838 $8.63M 0.72% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 141,860 $8.57M 0.11% -19,357 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 134,748 $8.14M 0.06% +115,154 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 131,531 $7.95M 0.04% -28,107 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 131,228 $7.93M 1.3% -1,474 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 130,197 $7.87M 1.77% +9,027 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 124,490 $7.52M 1.76% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 119,433 $7.22M 0.01% +8,110 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 118,194 $7.14M 0.03% +8,441 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 110,888 $6.7M 0.16% -9,438 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 108,410 $6.63M 0.11% -332 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 106,414 $6.43M 1.25% -87,903 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 103,823 $6.27M 2.97% -2,091 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 100,720 $6.09M 0.05% -49,307 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 87,808 $5.31M 0.96% +1,643 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 81,359 $4.97M 0.05% +1,289 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,999 $4.59M <0.01% +2,695 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 76,634 $4.43M 0.09% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 72,893 $4.4M 0.01% -18,491 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 71,000 $4.29M <0.01% +27,036 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 68,925 $4.17M 1.18% +28,751 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 65,735 $3.97M <0.01% -134,265 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 63,755 $3.9M 2.23% +6,624 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 64,411 $3.89M 1.47% +1,362 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 63,638 $3.85M 0.53% -12,190 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 63,350 $3.83M 0.02% +9,377 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 62,410 $3.77M 0.03% +10,471 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 58,725 $3.55M <0.01% +2,137 13F-HR Timeline Group Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 56,938 $3.29M 2.02% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 53,039 $3.21M 0.36% +1,362 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,986 $3.2M <0.01% +2,422 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 52,089 $3.15M 0.02% +10,449 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 50,562 $3.06M 0.96% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 49,234 $2.98M 0.07% +34,948 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 47,967 $2.9M <0.01% -781 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 47,952 $2.9M <0.01% +444 13F-HR Timeline Group Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 45,851 $2.6M 1.41% -251 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 41,104 $2.48M 0.27% +3,747 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 40,014 $2.42M 0.06% +3,423 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 38,700 $2.34M 0.24% -8,500 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 38,362 $2.32M <0.01% -11,618 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 35,654 $2.15M 0.86% +14,803 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 34,335 $2.07M 0.82% -5,261 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,942 $1.93M 0.03% +1,685 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 31,701 $1.92M 0.24% -1,295 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 31,576 $1.91M 0.09% -30,696 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 30,711 $1.86M 0.13% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 29,161 $1.76M 0.03% +11,741 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,360 $1.71M <0.01% +12,044 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 27,655 $1.67M 0.19% +11,330 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 24,117 $1.64M 0.22% +946 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,333 $1.53M 0.02% new 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 24,649 $1.49M 0.44% +10,268 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 23,613 $1.43M 0.3% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 23,154 $1.4M 0.01% +551 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 22,856 $1.38M 0.65% +3,721 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 22,754 $1.38M 1.32% +6 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,448 $1.36M 0.02% +1,620 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,638 $1.31M 0.06% +1,128 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 21,314 $1.29M 0.04% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 20,263 $1.22M 0.26% -2,256 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 19,551 $1.18M <0.01% -13,681 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,288 $1.17M 0.07% +1,280 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 18,978 $1.15M 0.08% -2,367 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,052 $1.14M +26 Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 18,836 $1.14M 0.37% -1,158 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 18,743 $1.13M 0.3% -1,368 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,443 $1.11M <0.01% -298 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,110 $1.03M 0.01% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 15,362 $928K 0.35% +2,315 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 15,011 $907K 0.35% -1,180 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,009 $907K 0.07% -328 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,004 $907K 0.09% -146 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,685 $887K 0.02% -690 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 14,225 $860K 0.22% -17 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,542 $758K 0.11% +544 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,363 $747K <0.01% -3,049 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,357 $747K 0.06% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,100 $731K 0.04% -8,212 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,239 $679K 0.07% +92 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,874 $657K 0.03% +1,501 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,722 $648K <0.01% +4,697 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,498 $581K 0.44% -830 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,495 $574K 0.02% +423 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 7,599 $549K 0.37% -316 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,839 $534K <0.01% +1,691 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,673 $524K <0.01% +8,447 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 8,607 $520K 0.09% -3,475 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 8,548 $517K 0.04% -27,442 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,378 $506K 0.19% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,363 $505K 0.02% -4,551 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,208 $496K 0.04% +6,438 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,130 $491K 0.07% -1,895 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,056 $486K <0.01% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 7,620 $461K 0.05% +2,948 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,139 $431K <0.01% +2,043 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,134 $431K 0.02% +2,576 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,950 $425K 0.37% +143 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,913 $418K <0.01% -3,240 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,897 $417K <0.01% +2,827 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 6,360 $384K 0.02% +1,378 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,994 $362K <0.01% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,904 $357K 0.07% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,804 $351K 0.18% -100 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,775 $349K <0.01% +622 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,588 $338K <0.01% +218 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,500 $332K 0.23% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,466 $330K 0.07% +530 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,424 $328K 0.04% -1,106 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,163 $312K 0.01% -43 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,148 $311K <0.01% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 5,118 $309K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 5,088 $307K 0.15% -8,071 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,078 $307K <0.01% +231 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 4,902 $301K 0.29% -15 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,889 $295K 0.01% +203 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,590 $277K <0.01% +320 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,474 $270K 0.08% -412 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,472 $270K <0.01% new 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,465 $270K 0.03% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,347 $263K 0.17% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,300 $260K 0.1% -51 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,030 $244K 0.17% -58 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,941 $238K 0.03% -4,965 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,589 $238K 0.03% new 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 3,906 $236K 0.13% 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 3,853 $233K 0.06% +284 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,793 $229K 0.03% +48 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,601 $218K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,548 $214K <0.01% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,506 $212K 0.14% -865 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,448 $208K 0.14% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,427 $207K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,331 $201K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,274 $198K 0.02% -361 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,068 $185K <0.01% -136 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,977 $180K <0.01% +55 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,969 $179K 0.19% +376 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,682 $162K 0.04% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,556 $154K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,866 $113K <0.01% +1,592 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,799 $109K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,747 $106K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,606 $97K <0.01% +445 13F-HR/A Timeline Group MATHER GROUP, LLC. 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