NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 101,656,759 $4.62B 2.47% +5,802,903 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 36,816,208 $1.67B 0.09% +1,325,423 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/ 15,740,788 $716M 0.05% +1,033,950 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 15,305,769 $696M 0.03% +825,916 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,982,930 $639M 0.04% +743,813 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,045,220 $593M 0.13% +2,416,935 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,970,047 $499M 3.71% +759,498 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,016,360 $410M 0.11% +1,185,264 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,354,059 $380M +611,554 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,110,234 $369M 4.41% +3,094,581 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,296,054 $332M 0.3% +494,921 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,857,648 $312M 5.46% +114,071 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,751,001 $307M +520,840 Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,729,858 $306M 7.23% +228,574 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 5,495,432 $250M 13.08% +1,995,732 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,491,783 $250M 0.29% +884,737 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,113,836 $233M 0.29% +228,394 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,676,935 $213M +92,656 Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,491,470 $205M 8.33% +492,774 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,397,539 $200M 0.03% +206,486 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,110,125 $187M 1.63% -233,990 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,066,886 $185M 2.76% +61,088 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,836,584 $175M 1.01% +3,219,570 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,506,392 $160M 3.68% +353,902 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,153,325 $143M 3.64% +309,452 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,081,830 $140M 8.86% +102,804 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,049,078 $139M 2.13% +377,232 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,036,872 $138M 0.23% +86,602 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,968,727 $135M 2.26% +149,998 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,734,673 $124M +720,192 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,459,061 $112M 0.23% +299,673 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,446,971 $111M 5.75% +177,215 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,384,200 $108M 7.61% +157,574 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,127,446 $96.8M 0.02% +141,272 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,125,784 $96.7M 0.47% +884,907 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,053,945 $93.8M 8.1% +134,935 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,007,999 $91.3M 0.09% +34,028 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,985,582 $85.3M 1.8% +51,561 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,812,152 $82.4M 0.18% +75,904 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,808,251 $82.3M 0.11% +92,976 13F-HR/A Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,634,738 $74.4M 4.7% +129,202 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,602,623 $72.9M 0.84% +143,429 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,565,006 $71.2M 1.35% +41,007 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,530,984 $69.6M 0.32% +20,565 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,530,225 $69.6M +735,143 Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,482,823 $67.5M 6.13% +301,845 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,435,649 $65.3M 0.56% +111,744 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,421,650 $64.7M 1.19% +63,621 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,388,561 $63.2M 4.89% +543,863 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,363,514 $62.1M 2.84% +67,500 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,307,314 $59.5M 0.91% +83,362 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,298,147 $59.1M 0.43% +43,636 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,190,025 $54.1M 9.05% +43,234 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,163,561 $52.9M 0.83% -100,355 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,116,081 $50.8M 5.96% +24,152 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,114,382 $50.7M 5.95% +46,325 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,098,394 $50M 8.42% +77,988 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,095,153 $49.8M 1.42% +126,484 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,084,423 $49.3M 12.24% +66,217 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,083,023 $49.3M 11.48% +52,974 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,059,149 $48.5M 0.02% +280,371 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,043,899 $47.5M 16.14% +1,028,984 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,027,399 $46.7M 1.49% +360,778 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,026,233 $46.4M 6.67% +15,462 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 971,403 $44.2M 3.23% +152,199 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 943,913 $42.9M 20.53% +38,451 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 941,225 $42.8M 11.34% +70,566 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 927,020 $42.3M 3.01% +28,476 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 914,982 $41.6M 7.09% +19,617 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 912,200 $41.5M 1.09% +153,366 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 903,819 $41.1M 4.89% +60,534 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 894,979 $40.7M 0.41% +58,757 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 881,683 $40.1M 0.51% -21,064 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 879,135 $40M 6.89% +7,661 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 865,549 $39.4M 13.54% +34,892 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 853,855 $38.8M 1.2% +49,258 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 833,949 $37.9M 0.94% +84,320 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 832,624 $37.9M 2.5% +45,142 13F-HR/A Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 827,671 $37.7M 6.88% +32,877 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 816,468 $37.1M 0.05% +75,301 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 813,982 $37M 4.18% +29,496 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 812,609 $37M 3.19% +18,248 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 810,057 $36.8M +44,544 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 806,651 $36.7M 0.56% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 801,959 $36.5M 6.76% +35,757 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 791,676 $36M 6.04% +44,127 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 782,427 $35.6M 16.85% -824,383 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 781,949 $35.6M 0.48% +17,961 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 780,129 $35.5M 4.72% +127,244 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 778,810 $35.4M 0.08% +64,993 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 769,512 $35M 2.26% +1,683 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 765,893 $34.8M 0.29% +135,551 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 742,317 $33.8M 0.01% +108,138 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 738,717 $33.6M 0.02% -37,580 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 733,356 $33.4M 1.71% +88,991 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 732,704 $33.2M 0.36% -541,656 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 729,218 $33.2M 2.23% -4,586 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 722,949 $32.9M 5.15% +329,744 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 713,409 $32.5M 3.26% +41,695 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 702,891 $32M 3.89% +28,580 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 702,477 $32M 1.75% +24,710 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 694,781 $31.6M 7.9% +78,306 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 680,582 $31M 3.44% +45,610 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 674,141 $30.7M 4.44% -12,887 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 663,881 $30.2M 3.48% +43,649 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 664,235 $30.2M 0.24% -28,554 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 663,628 $30.2M 7.26% +38,115 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 662,811 $30.2M 1.42% +17,500 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 668,475 $30.1M 4.8% +47,118 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 659,694 $30M 0.09% -618,937 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 656,681 $29.9M 9.22% -6,210 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 636,549 $29M 1.54% +48,232 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 629,621 $28.6M 5.41% +49,329 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 619,230 $28.2M 14.7% +4,253 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 616,590 $28M 6.32% +12,297 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 615,521 $28M 20.66% +82,053 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 612,680 $27.9M 13.33% +33,151 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 607,288 $27.6M 8.99% +47,016 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 603,317 $27.4M 7.4% +14,891 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 591,500 $26.9M 7.25% +15,942 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 577,902 $26.3M 5.71% +6,751 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 573,804 $26.1M 7.35% +243,656 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 563,259 $25.6M 0.41% +41,778 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 558,029 $25.4M 1.63% +30,896 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 556,482 $25.3M 12.17% +13,964 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 551,758 $25.1M 4.61% +29,155 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 551,216 $25.1M 5.96% +49,658 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 544,210 $24.8M 0.75% -3,745 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 537,070 $24.4M 1.06% +151,829 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 533,746 $24.3M 8.61% +37,332 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 528,955 $24.1M 5.07% new 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 527,196 $24M 17.27% +58,212 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 509,687 $23.3M 0.26% +18,993 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 510,635 $23.2M 10.39% +7,613 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 508,997 $23.2M 2.56% +134,805 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 508,821 $23.1M 6.67% -142,016 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 503,662 $22.9M 16.77% +58,596 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 505,516 $22.8M +258,470 Timeline Tidemark, LLC More: the full row for Tidemark, LLC 497,628 $22.6M 5.1% +76,484 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 483,888 $22.1M 13.96% +47,788 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 478,684 $21.8M 0.2% -12,873 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 476,256 $21.7M 5.22% +30,508 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 467,220 $21.3M 0.83% -62,290 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 460,856 $21M 4.69% +18,413 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 455,014 $20.7M 0.22% +49,722 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 454,066 $20.7M 0.43% +66,972 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 449,753 $20.5M 8.08% +41,444 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 449,653 $20.5M 0.73% +23,711 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 462,712 $20.3M 4.15% +278,199 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 448,871 $20.2M 1.06% +408,660 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 435,954 $19.9M 5.54% +49,496 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 435,727 $19.8M 8.67% +41,520 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 434,951 $19.8M 1.18% +65,442 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 430,900 $19.6M 1.95% +9,767 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 426,451 $19.4M 5.9% +19,324 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 421,979 $19.2M 5.27% +11,804 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 420,968 $19.1M 0.19% +28,691 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 416,538 $18.9M 5.59% +20,753 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 409,818 $18.6M 1.13% +5,718 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 409,076 $18.6M 1.7% +81,731 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 402,883 $18.3M 9.09% +7,295 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 399,567 $18.2M 4.32% +33,182 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 399,944 $18.1M 0.03% +43,221 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 396,355 $18M 6.39% +16,704 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 394,895 $18M 0.3% -2,141 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 395,870 $18M 0.1% +30,759 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 385,581 $17.5M 8.07% +34,406 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 383,552 $17.4M 16.29% 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 379,148 $17.2M +65,899 Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 376,993 $17.1M 1.61% +20,068 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 371,465 $17M 8.03% +3,370 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 368,299 $16.8M 1.74% -5,252 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 367,020 $16.7M 0.06% +16,115 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 364,738 $16.6M 12.86% +51,242 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 361,305 $16.4M 3.72% +7,209 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 358,978 $16.3M 8.76% -6,557 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 357,130 $16.2M 1.94% +40,145 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 354,540 $16.1M 0.28% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 352,719 $16M 2.02% +159,001 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 347,605 $15.8M 6.71% -8,927 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 347,145 $15.8M 5.68% +32,139 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 344,513 $15.7M 0.78% +22,781 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 344,314 $15.7M 1.14% +107,530 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 343,812 $15.6M 7.71% +29,961 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 339,700 $15.5M 0.02% +110,600 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 337,947 $15.4M 2.15% +32,614 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 339,398 $15.4M 2.02% +10,082 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 328,860 $15M 4.21% +15,465 13F-HR Timeline Rooted Wealth Advisors, Inc. 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