FMR LLC in group FMR LLC More: the full row for FMR LLC 10,260,063 $259M 0.02% -2,811,936 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,734,646 $145M 0.05% +140,838 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,330,610 $134M 0.17% -209,392 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,223,681 $132M 0.03% -841,073 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,974,203 $125M 0.02% -387,910 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,519,183 $114M 0.01% -621,414 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,985,429 $75.3M 0.03% +303,452 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,342,020 $59.1M <0.01% +15,637 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 2,281,100 $57.5M 2.04% +683,800 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,244,942 $56.6M 2% +240,238 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,241,465 $56.5M -64,405 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,982,348 $50M 0.93% +1,921,120 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,741,482 $43.9M 0.06% -371,988 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,387,825 $35M 1.03% +973,525 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,287,685 $32.5M 0.28% -23,692 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,227,999 $31M 4.48% +130,892 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,171,029 $29.5M 0.01% +97,353 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 857,702 $21.6M <0.01% +41,469 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 770,295 $19.4M 0.03% +761,998 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 767,476 $19.4M 0.04% +39,940 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 746,061 $18.8M <0.01% +83,500 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 596,240 $15M 0.17% +40,686 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 578,953 $14.6M 0.38% -7,903 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 575,600 $14.5M 2.14% +72,700 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 540,382 $13.6M +6,290 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 530,977 $13.4M <0.01% +72,819 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 524,352 $13.2M 0.02% +74,517 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 497,647 $12.6M 0.64% -20,588 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 481,005 $12.1M 0.33% -17,972 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 477,758 $12M 3.23% +414,629 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 449,365 $11.3M 0.03% -11,428 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 439,406 $11.1M 0.66% +17,169 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 432,044 $10.9M 2.47% +3,474 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 423,089 $10.7M 1.25% +6,725 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 415,547 $10.5M 0.39% +14,597 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 392,443 $9.9M 0.07% +143,911 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 371,939 $9.38M 0.06% -71,833 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 368,425 $9.29M 0.71% -37,626 13F-HR/A Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 365,553 $9.22M 0.67% -1,028 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 325,517 $8.21M 3.84% +1,862 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 317,638 $8.01M 0.02% +21,704 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 316,100 $7.97M 0.01% +4,865 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 308,204 $7.77M 0.02% +28,511 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 301,811 $7.61M 0.34% -179,117 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 294,871 $7.44M 0.2% +37,036 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 285,890 $7.21M 0.06% -27,318 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 275,088 $6.94M 1.21% +13,196 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 271,662 $6.85M 0.08% +236,652 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 256,838 $6.48M 1.87% +10,387 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 254,530 $6.42M <0.01% -1,880 13F-HR/A Timeline Group Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 221,521 $5.59M 1.9% -2,365 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 216,968 $5.47M 0.06% +30,881 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 199,924 $5.04M 0.06% +57,106 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 195,777 $4.94M 0.48% +3,788 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 194,829 $4.91M 1.39% +71 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 193,793 $4.89M 0.01% +35,066 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 192,280 $4.85M +14,513 Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 190,875 $4.81M 0.11% +77,768 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 189,223 $4.77M 0.18% -60 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 188,428 $4.75M 0.01% +14,101 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 183,871 $4.64M 0.06% +17,029 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 182,007 $4.59M 0.01% +18,725 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 178,692 $4.52M 0.12% +30,750 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 171,520 $4.22M 0.43% +143,815 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 159,517 $4.02M 0.05% +44,404 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 152,986 $3.86M 2.88% +10,080 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 157,022 $3.79M 0.01% -3,200 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 145,592 $3.67M 2.57% 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 145,414 $3.67M 0.05% -763 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 144,986 $3.66M 0.02% +934 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 142,273 $3.59M 0.83% +932 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 135,764 $3.42M 0.01% +6,574 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 133,200 $3.36M 0.01% -16,100 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 125,710 $3.25M 0.01% -25,884 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 128,650 $3.24M 0.01% -353,050 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 124,966 $3.15M 0.63% -20,891 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 118,593 $2.99M 0.08% -101,025 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 47,834 $2.85M 0.04% +24,319 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 112,838 $2.85M 0.01% +76 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 108,840 $2.74M 0.07% -1,662 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 106,921 $2.7M 0.45% -4,341 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 104,293 $2.63M 0.07% +11,715 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 103,457 $2.61M <0.01% +39,546 13F-HR/A Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 102,712 $2.59M 1.01% -143 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 101,204 $2.55M 0.08% +53,518 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 99,030 $2.5M 0.56% -30,497 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 97,104 $2.45M 0.26% -2,486 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 97,063 $2.45M 0.5% +1,830 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 95,725 $2.41M 0.1% +7,667 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 95,052 $2.4M 0.46% +3,907 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 94,518 $2.38M 0.01% +3,714 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 93,038 $2.35M 1.19% -884 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 92,998 $2.34M 0.02% +2,600 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 92,680 $2.34M 0.01% +1,795 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 92,665 $2.34M 0.65% +667 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 92,056 $2.32M 0.84% +2,881 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 91,970 $2.32M <0.01% -79,446 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 87,830 $2.22M 0.7% +126 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 88,546 $2.14M 0.11% +6,663 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 84,849 $2.14M 0.22% -6,021 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 84,313 $2.13M 0.49% +6,727 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 83,820 $2.11M 1.11% -779 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 81,159 $2.05M 0.03% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 79,725 $2.01M 1.13% -2,367 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 79,064 $1.99M 0.33% +1,620 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 78,921 $1.99M 1.31% -938 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 75,876 $1.91M 1.79% -905 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 75,191 $1.9M 0.02% +5,482 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 73,631 $1.86M 0.41% -108 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 72,310 $1.82M 0.02% +30,552 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,255 $1.82M <0.01% new 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 66,538 $1.75M 0.16% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 68,126 $1.72M 0.08% +33,144 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 66,049 $1.67M 0.99% +24,405 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 64,986 $1.64M 0.31% -131,615 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 64,338 $1.62M 0.29% +8,442 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 62,535 $1.58M 0.01% +327 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,156 $1.57M 0.01% +4,303 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 62,100 $1.57M 0.82% +5,586 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 61,788 $1.56M <0.01% +4,641 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 57,462 $1.45M 0.06% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 56,857 $1.43M 0.02% +4,555 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 56,780 $1.43M 0.05% +1,140 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 55,323 $1.4M 0.74% -7,223 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 55,088 $1.39M 0.01% -9,691 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 54,708 $1.38M 0.01% -3,733 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 53,916 $1.37M 1.21% -1,054 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 54,196 $1.37M 0.1% +5,256 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 54,095 $1.36M 0.02% +31,384 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 53,795 $1.36M 0.05% +4,719 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 53,150 $1.34M 0.13% +44,899 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 52,437 $1.32M 0.5% +466 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 51,700 $1.3M 0.04% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 50,525 $1.27M 0.1% +3,005 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 50,121 $1.26M 0.08% -42,474 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 49,466 $1.25M 1.07% +3,313 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 49,252 $1.24M 0.02% +15,924 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 49,009 $1.24M 0.38% +5,951 13F-HR/A Timeline Friday Financial More: the full row for Friday Financial 48,381 $1.22M 0.73% +3,840 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 47,325 $1.19M 0.01% +14,880 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 45,675 $1.15M <0.01% +1,171 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 44,896 $1.13M <0.01% -9,425 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 44,511 $1.12M 0.43% +1,839 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 44,267 $1.12M 0.01% -10,227 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 44,199 $1.11M 0.28% -17,912 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 44,167 $1.11M 0.12% -1,615 13F-HR/A Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 43,508 $1.1M 0.27% +530 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 43,189 $1.09M 0.37% +1,253 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 43,175 $1.09M 0.28% -1,047 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 42,382 $1.07M 0.49% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 42,364 $1.07M 0.11% -5,367 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 42,020 $1.06M 2.24% +14,026 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 41,526 $1.06M 0 Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 43,021 $1.06M 0.21% -12,182 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 41,757 $1.05M 0.15% -85 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 41,465 $1.05M 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 41,317 $1.04M 0.09% +25,385 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 41,071 $1.04M 0.02% +1,644 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 41,014 $1.03M 0.12% +5,432 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40,111 $1.01M 0.05% +4,879 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 39,675 $1M 0.45% +76 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 39,404 $994K 0.19% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 39,050 $985K 0.35% +1,750 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 37,508 $946K <0.01% +203 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 36,955 $932K <0.01% -344 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 36,951 $931K 0.03% +10,126 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 36,714 $926K 0.11% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,646 $924K -197,597 Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 35,970 $907K 0.49% -126 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 34,048 $859K 0.65% -301 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 33,807 $853K 0.06% -76 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 32,735 $826K 0.15% +363 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 32,695 $825K 0.48% new 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 32,289 $787K 0.77% -1,073 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,632 $773K 0.03% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,631 $773K 0.03% -55 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 30,405 $767K 0.1% 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 29,905 $754K 0.25% -954 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 29,894 $754K 0.26% +84 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 29,850 $753K 0.63% +3,011 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,440 $742K <0.01% -4,139 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 28,689 $724K 0.03% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 28,292 $714K 0.73% -2,305 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 27,101 $683K 0.03% -12,558 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 26,800 $676K 0.14% -2,396 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 26,781 $675K <0.01% +26,613 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 26,599 $671K 0.11% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 26,587 $671K 0.15% -3,598 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 26,380 $665K 0.06% -927 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 25,981 $655K 0.03% -3,680 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 25,212 $636K 0.22% +4,479 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 25,055 $634K 0.62% -995 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 24,939 $629K 0.28% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 24,533 $619K 0.2% -917 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 24,438 $616K 0.04% -20,539 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 24,800 $609K 0.32% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 24,023 $606K 0.04% -1,367 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,999 $605K <0.01% -4,395 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 23,650 $596K 0.01% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 23,331 $588K 0.05% new 13F-HR/A Timeline