NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95,853,856 $4.37B 2.69% +3,411,046 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 35,490,785 $1.62B 0.1% +774,465 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/ 14,706,838 $671M 0.05% +871,672 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 14,479,853 $661M 0.03% +558,668 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,239,117 $602M 0.04% +1,664,794 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,628,285 $485M 0.13% +1,241,211 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,210,549 $466M 4.06% +1,560,151 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,831,096 $357M 0.11% +1,649,202 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,742,505 $353M +1,706,214 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,801,133 $310M 0.33% +930,834 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,743,577 $308M 5.85% +351,315 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,501,284 $297M 7.81% +1,609,056 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,230,161 $284M +361,683 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,015,653 $229M 3.93% +1,388,283 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,885,442 $223M 0.31% -10,176 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,607,046 $210M 0.31% -283,820 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,584,279 $209M +136,438 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,344,115 $198M 1.98% +182,512 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,191,053 $191M 0.04% +187,088 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,998,696 $184M 8.92% -36,705 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,005,798 $183M 3.17% +150,495 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,864,523 $176M 0.46% +595,649 13F-HR Timeline Group Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 3,499,700 $160M 9.31% +83,294 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,152,490 $144M 3.78% +266,232 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,979,026 $136M 9.78% +106,593 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,950,270 $135M 0.26% -246,571 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,857,865 $130M 6.26% +49,570 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,843,873 $130M 4.02% +353,665 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,818,729 $129M 2.44% +110,352 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,671,846 $122M 2.22% -7,509,343 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,014,481 $121M -586,839 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,269,756 $104M 5.98% +129,541 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,226,626 $102M 8% +135,819 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,159,388 $98.5M 0.27% -307,685 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,986,174 $90.6M 0.02% +199,276 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,973,971 $90.1M 0.1% +83,237 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,919,010 $87.9M 8.4% +178,021 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,934,021 $83.2M 1.99% +177,017 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,736,248 $79.2M 0.2% +104,822 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,715,275 $78.1M 0.11% +821,523 13F-HR Timeline Group Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,606,810 $73.3M 18.56% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,523,999 $69.5M 1.35% +19,740 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,510,419 $68.9M 0.32% +70,345 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,505,536 $68.7M 4.68% +150,902 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,459,194 $66.6M 0.85% +333,490 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,358,029 $62M 1.52% +122,002 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,323,905 $60.4M 0.66% +994,949 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,311,022 $59.8M 0.24% +120,652 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,296,014 $59.1M 3.08% +99,972 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,278,631 $58.3M 0.21% +54,232 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,274,360 $57.9M 0.65% +692,833 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,263,916 $57.7M 1.06% -135,998 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,254,511 $57.2M 0.48% +37,887 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,240,877 $56.6M 0.45% +116,755 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,223,952 $55.8M 0.92% +218,020 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,180,978 $53.9M 5.59% +425,002 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,164,361 $53.1M 4.21% +199,845 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,146,791 $52.3M 10.07% +36,355 13F-HR/A Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,091,929 $49.8M 7.2% +60,625 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,068,057 $48.7M 6.45% +50,721 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,030,049 $47M 11.85% +39,507 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,020,406 $46.6M 8.87% +101,836 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,018,206 $46.5M 12.87% +42,465 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,010,771 $46.4M 6.94% +1,242 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 968,669 $44.2M 1.39% +36,604 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 905,462 $41.3M 24.4% +8,868 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 902,747 $41.2M 0.64% +26,898 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 898,544 $41.1M 3.33% +15,924 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 895,365 $40.8M 7.81% +56,989 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 871,474 $39.8M 7.42% +15,617 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 870,659 $39.7M 9.4% +103,185 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 844,698 $38.5M 3.66% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 843,285 $38.5M 5.19% +46,976 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 836,222 $38.1M 0.44% +29,514 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 835,374 $38.1M 2.27% +830,845 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 830,657 $37.9M 14.12% +14,929 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 819,204 $37.4M 3.11% +40,540 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 804,597 $36.7M 1.38% -70,994 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 795,082 $36.3M +10,771 Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 794,794 $36.3M 7.67% +32,406 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 794,361 $36.2M 3.45% +35,975 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 788,878 $36M 0.04% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 787,482 $35.9M 2.69% +208,518 13F-HR/A Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 784,486 $35.8M 4.63% +66,233 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 776,297 $35.4M 0.02% -80,162 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 778,778 $35.4M 0.02% +282,627 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 767,829 $35M 2.58% +34,625 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 766,202 $35M 7.22% -16,582 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 765,513 $34.9M +279,274 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 763,988 $34.9M 0.54% +322,342 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 758,834 $34.6M 1.11% +106,166 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 749,629 $34.2M 0.97% +13,927 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 747,549 $34.1M 6.67% +69,911 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 741,167 $33.8M 0.05% +9,160 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 733,804 $33.5M 2.51% +21,407 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 713,817 $32.6M 0.1% +203,331 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 692,789 $31.6M 0.3% +5,394 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 687,028 $31.3M 4.96% -71,423 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 677,767 $30.9M 1.85% +33,895 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 674,311 $30.8M 4.31% +46,840 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 671,714 $30.6M 3.5% +17,732 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 666,621 $30.4M 1.12% new 13F-HR Timeline Group WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 662,891 $30.2M 10.53% +5,787 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 652,885 $29.8M 5.34% -148,191 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 650,837 $29.7M 9.96% -29,343 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 644,365 $29.6M 1.67% +60,511 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 645,311 $29.4M 1.55% +94,400 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 634,972 $29M 3.75% +45,860 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 634,179 $28.9M 0.01% -4,911 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 630,342 $28.8M 0.28% +129,678 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 625,513 $28.5M 7.72% +53,398 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 621,357 $28.5M 4.77% +62,117 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 620,232 $28.3M 3.75% +54,953 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 617,014 $28.1M 0.21% +25,505 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 616,475 $28.1M 8.17% +26,107 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 614,977 $28.1M 16.67% +36,580 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 604,293 $27.6M 6.93% +155,570 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 588,426 $26.8M 7.96% +3,563 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 588,317 $26.8M 1.67% +67,193 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 580,292 $26.5M 5.49% +61,233 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 579,529 $26.4M 14.37% +14,403 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 575,558 $26.3M 7.67% +71,051 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 571,151 $26.1M 6.39% -9,729 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 565,202 $25.8M 0.03% +10,519 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 560,272 $25.6M 9.25% +62,385 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 547,955 $25M 0.85% +32,679 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 542,518 $24.7M 13.03% +26,977 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 533,468 $24.3M 19.96% +45,782 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 529,510 $24.2M 1.15% +92,219 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 527,133 $24M 1.76% +4,108 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 522,603 $23.8M 5.07% +38,218 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 521,481 $23.8M 0.43% +32,457 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 507,657 $23.2M 2.08% +47,252 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 503,022 $22.9M 11.03% +261,516 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 501,558 $22.9M 6.07% +5,248 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 496,414 $22.6M 8.88% +90,966 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 490,694 $22.5M 0.29% +62,127 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 491,557 $22.4M 0.25% +5,244 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 478,045 $21.8M 1.33% -204 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 468,984 $21.4M 17.76% +58,073 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 445,748 $20.3M 4.88% +32,922 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 445,066 $20.3M 17.66% +22,048 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 442,443 $20.2M 4.88% +30,902 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 436,100 $20.1M 12.32% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 425,942 $19.4M 0.77% +291,239 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 421,144 $19.2M 4.88% +42,066 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 421,133 $19.2M 2.28% +26,099 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 410,175 $18.7M 5.62% +16,237 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 408,309 $18.6M 8.09% +32,640 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 407,127 $18.6M 6.22% +24,162 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 405,292 $18.5M 0.22% +29,148 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 404,100 $18.4M 1.35% +26,046 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 397,036 $18.1M 0.29% +48,640 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 395,785 $18.1M 6.47% +9,008 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 395,588 $18M 9.89% +33,171 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 393,205 $18M 3.65% +51,788 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 394,207 $18M 8.89% +18,466 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 392,277 $17.9M 0.21% +176,600 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 387,094 $17.7M 0.42% +53,134 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 386,458 $17.7M 5.89% +31,134 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 385,241 $17.6M 0.78% +48,714 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 379,651 $17.3M 6.82% -1,997 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 375,793 $17.1M 3.61% +9,766 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 374,192 $17.1M 2.09% +356,078 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 373,551 $17M 2.02% -3,606 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 373,042 $17M 4.69% +3,326 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 372,364 $17M 1.86% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 369,509 $17M 1.09% +39,275 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 368,095 $16.9M 8.75% +14,331 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 366,385 $16.7M 4.39% +8,463 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 365,535 $16.7M 9.63% +3,796 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 365,111 $16.7M 0.1% +26,004 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 360,474 $16.4M 1.22% +19,069 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 356,723 $16.3M 0.04% +154,249 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 356,925 $16.3M 1.8% +30,747 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 356,532 $16.3M 7.75% -18,512 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 355,628 $16.2M 0.6% +157,893 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 354,096 $16.1M 4.37% -43,860 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 351,175 $16M 8.56% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 350,905 $16M 0.09% +29,533 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 330,148 $15.1M 5.31% +10,656 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 329,316 $15M 2.22% +11,478 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 327,345 $14.9M 1.62% +50,642 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 321,732 $14.7M 0.82% +27,874 13F-HR/A Timeline Physician Wealth Advisors, Inc. 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