ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,455,776 $61.5M +114,707 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,262,817 $53.3M 0.01% +42,113 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/ 579,698 $24.5M <0.01% -215 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 550,392 $23.2M 0.02% +1,772 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 543,977 $23M 0.55% -13,154 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 496,523 $21M 0.03% +5,938 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 450,749 $19M 0.04% -9,138 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 432,210 $18.2M +68,123 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 338,361 $14.3M 0.02% +161,099 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 334,484 $14.1M <0.01% -5,474 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 330,421 $14M 0.07% +110,871 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 274,350 $11.6M 0.01% -9,907 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 266,357 $11.2M <0.01% +9,407 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 237,625 $10M 0.08% +5,854 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 228,502 $9.65M 0.72% -9,189 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 218,563 $9.23M 0.04% +21,342 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 180,319 $7.62M 0.23% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 163,638 $6.91M <0.01% +4,465 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 134,116 $5.66M <0.01% -465 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 128,876 $5.44M 0.01% +123,541 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 125,635 $5.31M 0.65% -861 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 122,115 $5.16M 0.01% -3,340 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 109,993 $4.65M 0.03% +1,207 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 112,294 $4.59M 0.03% +2,258 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 107,691 $4.55M <0.01% +54,707 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 107,234 $4.53M 0.05% -30,693 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 105,668 $4.46M 1.74% +1,042 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 104,792 $4.43M 2.19% +1,314 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 99,648 $4.21M 0.17% -16,498 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 90,669 $3.83M 0.53% -8,389 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 87,116 $3.68M 0.17% -641 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 79,142 $3.34M 0.05% -5,337 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 74,819 $3.16M 0.04% -18,352 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 74,637 $3.15M <0.01% -6,018 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 73,137 $3.09M 0.06% -2,156 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 72,740 $3.07M 1.16% -1,681 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 71,292 $3.01M <0.01% -32,546 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 68,677 $2.9M 0.01% -284 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 66,631 $2.81M 0.64% -3,335 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 62,357 $2.64M 0.2% +1,460 13F-HR/A Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 60,139 $2.54M 0.87% -9,790 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 59,303 $2.5M 0.17% +2,471 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 58,208 $2.46M 0.04% +4,438 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,535 $2.35M 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. 49,845 $2.1M <0.01% -5,412 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 49,716 $2.1M 0.49% -12,384 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 47,111 $1.99M 0.04% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 45,262 $1.91M 0.11% +8,360 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 45,200 $1.91M 0.11% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 44,874 $1.9M 0.04% -269 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,191 $1.87M <0.01% -772 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 42,470 $1.79M 0.1% -170 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 42,053 $1.78M 0.02% +90 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 41,976 $1.77M 0.02% +334 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 40,318 $1.7M 0.01% +435 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 40,003 $1.69M 1.49% -2,567 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,580 $1.67M <0.01% +6,465 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,151 $1.65M <0.01% +5,036 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 38,251 $1.62M 0.21% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 38,672 $1.59M <0.01% +31,912 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,751 $1.59M <0.01% +26,540 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 37,024 $1.56M 0.04% +6,045 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 35,763 $1.51M 0.21% +1,847 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35,118 $1.48M 0.51% +1,263 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 34,551 $1.46M 0.03% -706 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 32,644 $1.38M 0.1% -12 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,490 $1.37M <0.01% +2,033 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 32,389 $1.37M 0.05% -3,780 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 $1.36M 0.03% 0 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 30,202 $1.28M 0.06% -65 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 30,103 $1.27M 0.75% -2,387 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 29,953 $1.26M 0.01% -424 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 29,275 $1.24M 0.01% -1,573 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,546 $1.21M 0.01% -3,449 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 28,188 $1.19M 0.19% -1,171 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,843 $1.18M 0.02% -23,559 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 27,101 $1.14M <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26,926 $1.14M 0.04% -2,282 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 26,443 $1.12M 0.03% -720 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,764 $1.09M 0.01% -29 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 24,097 $1.02M 0.13% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23,168 $978K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,187 $937K <0.01% -124,815 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 22,022 $930K 0.18% +1,355 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,028 $888K <0.01% -390 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 20,856 $881K 0.12% -807 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 20,201 $853K 0.27% -1,387 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 19,930 $842K 0.21% +1,578 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,712 $832K 0.01% +9,511 13F-HR Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 19,449 $821K 0.6% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 18,577 $785K 0.26% +1,090 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,033 $762K <0.01% +9,276 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 17,440 $736K 0.46% -1,858 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,382 $734K <0.01% -389 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,237 $728K 0.1% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,885 $713K 0.01% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,872 $713K 0.06% -289 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 16,643 $703K 0.18% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 16,600 $701K 1.57% -670 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,484 $696K <0.01% -24 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 16,077 $679K 0.63% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,321 $653K <0.01% -8,044 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,928 $630K 0.03% -164 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,397 $608K 0.02% -990 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 13,910 $587K 0.28% -1 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 13,891 $587K 0.17% +3,006 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,723 $580K <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,406 $566K <0.01% +2 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 12,620 $533K 0.33% +432 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,264 $518K 0.01% -1,804 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 12,257 $518K 0.93% +327 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,759 $497K 0.02% -858 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 11,639 $492K 0.14% -77 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 11,584 $489K 0.17% -2,102 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,455 $484K 0.02% -160 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 11,014 $465K 0.04% -152 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,951 $462K <0.01% +164 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,585 $447K 0.08% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,495 $443K 0.06% -631 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,224 $432K 0.34% -9,852 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,236 $418K 0.04% -1 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,723 $411K 0.01% +975 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 9,544 $403K 0.11% -397 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,500 $401K 0.1% -670 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,303 $393K 0.03% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 8,949 $386K 0.06% -211 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,079 $383K 0.05% -77 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,888 $375K 0.03% -523 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,688 $367K 0.04% -96 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,458 $357K 0.05% -38 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,379 $354K <0.01% +1,089 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,318 $351K 0.02% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 8,271 $349K 0.1% -61 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 8,163 $345K 0.29% +1,064 13F-HR/A Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,906 $334K 0.04% -1,695 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,801 $329K 0.04% -563 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,678 $324K <0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,175 $318K 0.04% -9 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 7,506 $317K 0.2% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,192 $310K 0.01% 0 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,296 $308K 0.04% -4,759 13F-HR/A Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,174 $303K 0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,151 $302K 0.01% -1,252 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,995 $295K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,942 $293K <0.01% +77 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,330 $291K <0.01% -143 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,661 $281K <0.01% -1,056 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 6,566 $277K 0.32% +1,604 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $277K 0.16% 0 13F-HR Timeline Amount filed as zero, left out of ratios. IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,533 $276K 0.1% -282 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,426 $274K 0.06% -390 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,425 $271K <0.01% -947 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,377 $269K 0.03% 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,329 $267K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,318 $267K <0.01% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 6,302 $266K 0.09% -14 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,294 $266K 0.01% 0 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 6,275 $265K 0.42% +395 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 6,221 $263K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,087 $257K <0.01% -203 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,039 $255K 0.04% -361 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,250 $255K 0.08% -307 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,930 $250K 0.01% +827 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,706 $241K 0.26% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,667 $239K 0.03% 0 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 5,553 $235K 0.21% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,405 $228K 0.02% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,016 $224K <0.01% new 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,290 $223K 0.05% -72 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,240 $221K 0.02% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,212 $220K 0.01% -106 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,155 $218K <0.01% -10,046 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,851 $209K 0.01% new 13F-HR Timeline Group Berkeley, Inc More: the full row for Berkeley, Inc 4,906 $207K 0.07% -840 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,613 $195K <0.01% -174 13F-HR Timeline Group Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,398 $185K 0.15% -386 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,320 $182K <0.01% 0 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,127 $174K 0.02% -85 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,825 $162K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,877 $159K 0.01% +531 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,427 $145K <0.01% +459 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 2,990 $126K 0.03% -134 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,891 $122K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,829 $119K 0.01% +900 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,748 $116K 0.08% +2 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,694 $114K 0.04% -169 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,565 $108K 0.01% -64 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,544 $107K 0.01% +36 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,537 $107K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,472 $104K 0.11% +144 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,452 $104K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,384 $101K 0.08% -651 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,154 $92.5K <0.01% +141 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,260 $92.4K <0.01% 0 13F-HR/A Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,132 $90K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,038 $86.1K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,652 $69.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,623 $68.5K <0.01% +39 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,606 $67.8K 0.01% -5,687 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,454 $61.4K <0.01% 0 13F-HR Timeline Group