SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,695,210 $166M 0.19% +1,364,600 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,157,569 $153M 0.05% +422,923 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,449,536 $135M 0.01% -4,810,527 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,181,822 $128M 0.02% +207,619 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,074,698 $126M 0.03% -148,983 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/ 4,769,142 $118M 0.01% +249,959 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,978,027 $73.8M 0.02% -7,402 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,729,665 $67.6M 2.15% +484,723 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 2,281,100 $57.5M 2.04% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,274,020 $56.4M 1.53% +2,255,760 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,225,103 $55.1M <0.01% -116,917 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,128,712 $52.7M -112,753 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,104,713 $52.2M 0.87% +122,365 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,966,913 $48.7M 0.06% +225,431 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,387,825 $34.4M 0.98% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,184,208 $29.3M 3.83% -43,791 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,148,568 $28.5M 0.01% -22,461 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 1,140,355 $28.3M 0.23% -147,330 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 996,285 $24.7M 0.01% +138,583 13F-HR Timeline Group 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 836,993 $20.7M <0.01% +90,932 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 788,459 $19.5M 0.04% +20,983 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 593,900 $14.7M 2% +18,300 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 549,661 $13.6M 0.88% +181,236 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 549,509 $13.6M 0.31% -29,444 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 533,510 $13.2M 0.15% +261,848 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 525,217 $13M 0.02% +865 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 513,042 $12.7M -27,340 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 457,675 $11.4M 0.02% +140,037 13F-HR/A Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 447,152 $11M 0.52% -50,495 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 434,823 $10.8M 0.26% -46,182 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 426,383 $10.6M 1.08% +3,294 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 423,307 $10.5M 2.03% -8,737 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 417,477 $10.3M 0.34% +1,930 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 406,646 $10.1M 0.06% +34,707 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 371,434 $9.2M 0.21% +262,594 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 362,409 $8.98M 0.58% -3,144 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 328,754 $8.15M 3.55% +3,237 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 310,564 $7.7M 0.01% +2,360 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 303,142 $7.51M 0.13% +8,271 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 299,341 $7.42M 0.3% -2,470 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 298,704 $7.4M 0.15% +120,012 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 291,506 $7.22M <0.01% -239,471 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 290,082 $7.19M <0.01% +35,552 13F-HR/A Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 269,870 $6.69M 1.16% -5,218 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 256,289 $6.35M 0.01% -193,076 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 245,644 $6.09M 0.01% -524,651 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 231,501 $5.74M 1.51% -25,337 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 219,173 $5.43M 1.81% -2,348 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 212,921 $5.28M +20,641 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 199,201 $4.94M 0.05% -723 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 192,912 $4.78M 0.05% +111,753 13F-HR Timeline CX Institutional More: the full row for CX Institutional 189,223 $4.69M 0.16% 0 13F-HR/A Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 188,749 $4.68M 1.24% -6,080 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 187,109 $4.64M 0.41% -8,668 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 182,140 $4.51M 2.46% +36,548 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 182,832 $4.51M 0.01% +825 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 181,659 $4.49M <0.01% +78,202 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 179,179 $4.44M 0.01% -9,249 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 167,717 $4.16M 0.06% -49,251 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 163,495 $4.05M <0.01% -152,605 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 162,305 $4.02M <0.01% +70,335 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 155,531 $3.85M 0.02% +10,545 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 154,468 $3.83M 2.59% +1,482 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 153,107 $3.79M 0.04% -6,410 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 146,223 $3.62M 0.78% +3,950 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 127,908 $3.16M 0.02% +34,910 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 127,147 $3.15M 0.27% +117,280 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 122,593 $3.04M 0.01% +9,755 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 118,211 $2.93M 0.52% -6,755 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 111,342 $2.76M <0.01% -24,422 13F-HR Timeline Group AJ Advisors, LLC More: the full row for AJ Advisors, LLC 110,752 $2.74M 1.22% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 110,051 $2.73M 0.38% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 107,694 $2.67M 0.03% -76,177 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 106,286 $2.63M 0.43% +11,234 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 105,756 $2.62M 0.02% -286,687 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 106,531 $2.59M 0.46% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 103,474 $2.56M 0.93% +762 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 101,534 $2.52M 0.09% +5,809 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 100,751 $2.5M 0.06% -3,542 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 99,922 $2.48M 0.57% +7,257 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 99,003 $2.45M 0.38% -7,918 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 98,520 $2.44M 0.24% +1,416 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 96,702 $2.4M <0.01% -36,498 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 93,945 $2.33M 0.01% +1,265 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 90,027 $2.23M 0.76% -2,029 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 88,787 $2.2M 0.97% -4,251 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 88,491 $2.19M <0.01% -68,531 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 88,083 $2.18M 0.02% -508,157 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 88,675 $2.18M 0.09% +129 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,215 $2.16M 0.01% -7,303 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 84,997 $2.11M 0.04% -105,878 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 84,467 $2.09M 0.06% -16,737 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 81,522 $2.02M 0.19% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 80,722 $2M 0.08% +12,596 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 80,040 $1.98M 0.5% +976 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 79,662 $1.97M <0.01% -114,131 13F-HR/A Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 79,310 $1.97M 0.49% -398,448 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 79,802 $1.96M 0.96% -4,018 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 76,779 $1.9M 0.04% -41,814 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 76,341 $1.89M 1.64% +465 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 73,913 $1.83M 0.02% +1,603 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 71,109 $1.76M 0.05% +14,329 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 70,899 $1.76M 0.93% -8,826 13F-HR Timeline 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 DRAVO BAY LLC More: the full row for DRAVO BAY LLC 67,968 $1.68M 0.81% +12,645 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 67,488 $1.67M 0.01% -7,703 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 66,998 $1.66M 0.01% +19,673 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 66,137 $1.63M 0.84% +4,037 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 64,473 $1.6M 0.81% -1,576 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 62,872 $1.56M 0.01% +17,197 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 62,120 $1.54M 0.32% -11,511 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 60,979 $1.51M 0.01% -1,556 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 59,585 $1.48M +5,790 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 58,806 $1.46M 0.01% -3,350 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 58,233 $1.44M 0.14% -26,616 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 56,630 $1.4M 0.95% +2,714 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 55,181 $1.37M 0.02% +5,929 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 54,522 $1.35M 0.01% -566 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 54,490 $1.35M 0.01% -218 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 54,336 $1.35M <0.01% -7,452 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 53,862 $1.33M 0.43% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 53,411 $1.32M 0.1% +2,886 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 52,624 $1.3M 0.03% +4,790 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 52,226 $1.29M 0.17% +10,469 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 51,700 $1.28M 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 51,390 $1.27M 0.08% -2,806 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 50,883 $1.26M 0.42% -1,554 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 50,219 $1.24M 0.94% +753 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 49,883 $1.23M 0.04% +12,932 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 49,695 $1.23M 0.34% -38,135 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 48,272 $1.2M 0.01% -237,618 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 48,227 $1.2M 0.49% +39,055 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 47,341 $1.17M 0.48% +2,830 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 47,108 $1.17M +5,582 Timeline FC Advisory LLC More: the full row for FC Advisory LLC 46,213 $1.15M 0.35% +16,308 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 44,051 $1.09M 2.29% +2,031 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 42,450 $1.05M 0.24% -725 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 42,382 $1.05M 0.46% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 42,366 $1.05M 0.21% -56,664 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 42,293 $1.05M 0.08% +976 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 42,232 $1.05M 0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 41,650 $1.03M 0.34% +2,600 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 41,583 $1.03M 0.24% -1,925 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 41,506 $1.03M 0.1% -858 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 41,157 $1.02M 0.01% -104,257 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 40,449 $1M <0.01% +3,494 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 40,399 $1M 0.04% +9,768 13F-HR Timeline Friday Financial More: the full row for Friday Financial 40,158 $995K 0.51% -8,223 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 39,913 $989K 0.1% -1,101 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 39,923 $989K <0.01% +19,716 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 39,829 $987K 0.01% -14,266 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 39,698 $963K 0.17% -3,323 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 37,276 $924K 0.09% +17,722 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 36,759 $911K 0.42% +789 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 36,714 $910K 0.1% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 36,553 $906K 0.05% -13,568 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 36,170 $896K 0.07% +23,926 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 35,859 $889K 0.01% -8,408 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 36,326 $887K 0.78% +4,037 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 35,548 $881K 0.15% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,895 $840K <0.01% +12,314 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 33,312 $825K 0.57% -736 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 33,196 $823K 0.13% -31,142 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 32,685 $810K 0.61% +2,835 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,309 $801K 0.05% +10,345 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 32,102 $795K 0.18% -12,097 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 31,791 $788K 0.49% -47,130 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 31,409 $778K 0.24% -11,780 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 31,377 $778K 0.24% +1,483 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,632 $759K 0.03% 0 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. 29,955 $742K 0.02% -11,116 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 29,376 $728K 0.26% +4,164 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 29,143 $722K 0.08% -1,262 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 29,195 $721K 0.09% +9,484 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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