ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,341,069 $54.8M -48,592 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,220,704 $49.9M 0.01% -39,903 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/ 579,913 $23.7M <0.01% +15,153 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 557,131 $22.8M 0.53% +29,350 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 548,620 $22.4M 0.02% +20,597 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 490,585 $20M 0.03% -91,542 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 459,887 $18.8M 0.04% -5,229 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 364,087 $14.9M 0.04% +35,602 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 339,958 $13.9M <0.01% +4,658 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 284,257 $11.6M 0.01% -11,406 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 256,950 $10.5M <0.01% -852 13F-HR/A Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 237,691 $9.71M 0.72% +46,095 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 231,771 $9.47M 0.08% +13,004 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 219,550 $8.97M 0.05% -126,031 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 197,221 $8.06M 0.04% -11,226 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 180,319 $7.37M 0.22% +2,893 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 177,262 $7.24M 0.01% +10 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 159,524 $6.52M 0.49% +4,557 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 159,173 $6.5M <0.01% +7,560 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 147,002 $6.01M 0.03% +12,029 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 137,927 $5.64M 0.07% +111 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 134,581 $5.5M <0.01% +2,582 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 126,496 $5.17M 0.63% -2,849 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 125,455 $5.13M 0.01% +4,159 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 116,146 $4.75M 0.17% +148 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 110,036 $4.5M 0.03% -116,466 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 108,786 $4.44M 0.03% +511 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 104,626 $4.28M 1.73% +3,051 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 103,838 $4.24M <0.01% +58,333 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 103,478 $4.23M 2.1% +450 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 99,058 $4.05M 0.57% -868 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 93,171 $3.81M 0.04% -128,749 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 87,757 $3.59M 0.16% +73 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 84,479 $3.45M 0.05% -1,257 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 80,655 $3.3M <0.01% +2,364 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 75,293 $3.08M 0.06% -277 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 74,421 $3.04M 1.15% +4,660 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 69,966 $2.86M 0.64% +598 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 69,929 $2.86M 1% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 68,961 $2.82M 0.01% -1,985 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 62,100 $2.54M 0.61% +1,708 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 61,294 $2.5M <0.01% -43,660 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 60,897 $2.49M 0.17% +3,204 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 56,832 $2.32M 0.18% +3,430 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,535 $2.27M 0.03% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 55,257 $2.26M <0.01% +2,879 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 53,770 $2.2M 0.04% +448 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 52,984 $2.16M <0.01% +45,028 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 51,402 $2.1M 0.04% -7,277 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 47,111 $1.92M 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 45,143 $1.86M 0.05% -4,099 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 45,200 $1.85M 0.11% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,963 $1.84M <0.01% +3,906 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 42,640 $1.74M 0.09% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 42,570 $1.74M 1.56% -1,576 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 41,963 $1.71M 0.02% -747 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 41,642 $1.7M 0.02% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 39,883 $1.63M 0.01% +1,972 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 36,902 $1.51M 0.09% +6,508 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 36,169 $1.48M 0.05% +20,739 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,257 $1.44M 0.03% -326 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,115 $1.39M <0.01% +9,456 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 33,916 $1.39M 0.19% +11,678 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 33,855 $1.38M 0.5% +3,807 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 33,115 $1.35M <0.01% +830 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 32,656 $1.33M 0.1% -168 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 32,490 $1.33M 0.81% +2,228 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 32,240 $1.32M 0.03% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,995 $1.31M 0.01% -3,860 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,979 $1.27M 0.03% +2,564 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,848 $1.26M 0.01% -2,938 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30,457 $1.24M <0.01% +202 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 30,377 $1.24M 0.01% -8 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 30,267 $1.24M 0.06% -1,118 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 29,359 $1.2M 0.19% +692 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 29,208 $1.19M 0.04% -1,590 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,163 $1.11M 0.03% -790 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 27,101 $1.11M <0.01% +431 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,793 $1.05M 0.03% +2,731 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,365 $976K <0.01% +2,456 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19,298 $953K 0.31% -206 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23,168 $947K 0.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,663 $885K 0.12% -65 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,588 $882K 0.28% -200 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,418 $875K <0.01% +390 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 20,667 $844K 0.16% +1,942 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 20,076 $820K 0.63% +9,743 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 19,449 $795K 0.6% +3,303 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 18,496 $756K 0.06% +483 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 18,352 $750K 0.19% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,771 $726K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 17,487 $715K 0.25% +673 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 17,270 $706K 1.58% -224 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,237 $704K 0.19% +18 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,233 $704K 0.01% +3,012 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 17,161 $701K 0.07% -380 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,885 $690K 0.01% +62 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 16,643 $680K 0.19% -1,256 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,508 $675K <0.01% -43 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,387 $629K 0.02% +308 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,201 $622K <0.01% +4,768 13F-HR/A Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,092 $617K 0.03% -888 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 13,911 $595K 0.3% -70 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,068 $575K 0.01% -101 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,723 $561K <0.01% 0 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 13,686 $559K 0.22% +220 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,404 $548K <0.01% +187 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,617 $516K 0.02% -395 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 12,188 $498K 0.31% +146 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,055 $493K 0.06% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,930 $487K 0.94% +239 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 11,716 $479K 0.14% +187 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,615 $475K 0.02% -83 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,211 $458K <0.01% -38,603 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 11,166 $456K 0.04% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,126 $455K 0.07% +45 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,070 $452K 0.01% +1,288 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 10,885 $445K 0.13% +5,351 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,787 $441K <0.01% +884 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,585 $433K 0.08% 0 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 10,237 $418K +19 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,201 $417K 0.01% +6,446 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,170 $416K 0.09% +172 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 9,941 $406K 0.16% +35 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,601 $392K 0.07% +687 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,411 $385K 0.03% -247 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,303 $380K 0.02% -165 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 9,160 $374K 0.06% -856 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,156 $374K 0.06% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,784 $359K 0.04% +66 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,757 $358K <0.01% +920 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,748 $357K 0.01% +2,386 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,496 $347K 0.04% -33 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,403 $343K 0.01% -3,042 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,364 $342K 0.05% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,332 $340K 0.1% -515 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,318 $340K 0.02% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 7,750 $317K 0.15% +76 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,717 $315K <0.01% +1,658 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,678 $314K <0.01% -63 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,184 $302K 0.04% -1 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,372 $301K <0.01% -1,469 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,293 $298K 0.05% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 7,290 $298K <0.01% +1,747 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,192 $294K 0.01% 0 13F-HR/A Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,174 $293K 0.01% -1,143 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 7,099 $290K 0.25% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,816 $285K 0.04% -21 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,865 $281K <0.01% new 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,815 $278K 0.1% -585 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $278K 0.17% 13F-HR Timeline Amount filed as zero, left out of ratios. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,760 $276K <0.01% +2,642 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,557 $267K 0.09% +64 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,473 $265K 0.01% +2 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,400 $262K 0.04% +149 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,329 $259K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,318 $258K <0.01% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 6,316 $258K 0.09% +69 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,294 $257K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,290 $257K <0.01% -12,446 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 6,221 $254K 0.01% +72 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,982 $244K 0.07% -4,883 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,894 $241K 0.01% -252 13F-HR Timeline Group PCB Capital LLC More: the full row for PCB Capital LLC 5,880 $240K 0.39% 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 5,746 $235K 0.07% -146 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,706 $233K 0.24% -904 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,362 $233K 0.05% -79 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,667 $232K 0.03% +91 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,405 $221K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,335 $218K <0.01% -1,001 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 5,328 $218K 0.34% +294 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,318 $217K 0.01% -154 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,240 $214K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,103 $208K 0.01% +66 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,082 $208K 0.03% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,910 $208K 0.01% new 13F-HR Timeline Group October Effect Ltd More: the full row for October Effect Ltd 4,962 $203K 0.22% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,787 $196K <0.01% +447 13F-HR Timeline Group Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,784 $195K 0.17% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,320 $177K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,212 $172K 0.02% -1,105 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,825 $156K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,346 $137K 0.01% +387 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,124 $128K 0.03% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,035 $124K 0.1% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,968 $121K <0.01% +162 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,896 $118K <0.01% +2 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,863 $117K 0.04% -312 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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