SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,025,060 $175M 0.17% -170,008 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/ 6,809,918 $170M 0.01% +2,212,507 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,537,778 $163M 0.05% +399,782 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,405,435 $160M 0.02% +1,183,426 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,691,092 $142M 0.03% +118,466 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,740,456 $118M 0.01% -255,777 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,205,405 $79.9M 0.02% +70,952 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,608,179 $65M <0.01% +126,547 13F-HR/A Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,301,510 $57.4M 0.87% +98,843 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,142,746 $53.4M 1.28% -64,855 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,662,419 $41.5M 1.16% -43,810 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,588,419 $39.6M 0.06% +152,378 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,580,873 $39.4M 0.01% -148,670 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 1,449,293 $36.1M 1.01% +1,061,825 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,387,825 $34.6M 1.31% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,149,127 $28.7M 0.01% +175,274 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 1,108,434 $27.6M <0.01% +141,292 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,062,705 $26.5M 3.12% -45,308 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 971,586 $24.2M 0.15% -111,159 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 775,551 $19.3M 0.02% -674,832 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 735,203 $18.3M -840,293 Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 680,126 $17M 0.98% +30,628 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 642,347 $16.1M 0.65% +50,490 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 630,786 $15.7M 0.28% +51,658 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 585,312 $14.6M 0.26% +8,436 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 552,298 $13.8M 0.02% -48,992 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 541,900 $13.5M 1.7% -51,200 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 492,819 $12.3M 0.01% -16,728 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 447,613 $11.2M 0.12% +54,131 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 445,092 $11.1M 0.01% +37,418 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 438,750 $10.9M 0.3% +9,895 13F-HR/A Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 409,627 $10.2M 1.8% -548 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 405,095 $10.1M 0.18% -17,580 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 397,718 $9.92M 0.91% +2,022 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 368,892 $9.2M 0.84% -51,841 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 355,761 $8.87M <0.01% +3,641 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 351,946 $8.78M 0.07% -4,264 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 349,463 $8.72M 0.01% +160,268 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 338,864 $8.45M 0.05% +25,426 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 320,658 $8M 2.82% -4,324 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 306,032 $7.63M 0.13% -22,344 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 291,312 $7.26M 0.01% +45,676 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 286,430 $7.14M 0.01% +64,082 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 270,409 $6.74M 0.12% +254,948 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 258,107 $6.44M 0.01% +14,128 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 256,254 $6.42M 0.95% +85,045 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 254,994 $6.36M +19,823 Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 247,535 $6.17M 1.31% -28,607 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 236,944 $5.91M 0.07% +182,148 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 226,917 $5.66M 0.07% +15,330 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 220,176 $5.49M 0.01% +78,534 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 209,361 $5.22M 0.41% +10,275 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 209,292 $5.22M <0.01% -83,068 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 208,325 $5.2M <0.01% +23,405 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 205,736 $5.13M 0.04% -5,852 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 201,155 $5.02M 0.06% +38,392 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 198,033 $4.94M 0.03% +78,211 13F-HR Timeline CX Institutional More: the full row for CX Institutional 192,119 $4.79M 0.14% +2,909 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 186,534 $4.65M 1.07% -2,114 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 186,335 $4.65M <0.01% +139,838 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 185,505 $4.63M 0.34% -52,557 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 183,219 $4.57M 0.17% +1,064 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 175,739 $4.38M 0.08% +167,532 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 172,411 $4.3M 0.03% -11,312 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 169,164 $4.22M 0.04% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 164,087 $4.09M 0.16% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 155,841 $3.89M 0.05% -7,089 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 152,823 $3.82M 0.01% -28,560 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 150,446 $3.75M 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 150,228 $3.75M 2.3% -9,112 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 146,700 $3.66M 3.19% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 140,778 $3.51M 0.01% +19,579 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 137,969 $3.44M 0.64% -9,792 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 132,744 $3.31M 0.43% +128,029 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 132,069 $3.29M 0.03% +28,437 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131,970 $3.29M 0.01% -23,823 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 129,599 $3.23M 0.74% -86,564 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 125,516 $3.13M 0.05% +18,691 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 120,424 $3M 0.01% +23,138 13F-HR/A Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 118,880 $2.96M 0.44% +624 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 116,770 $2.91M <0.01% +10,334 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 114,123 $2.86M 0.33% +2,527 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 113,387 $2.83M 0.53% +2,653 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 112,748 $2.81M 0.07% +112,736 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 105,418 $2.63M 0.08% +50,320 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 103,822 $2.59M 0.08% +1,702 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 103,571 $2.58M 0.02% +92,568 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 102,370 $2.55M 0.21% +29,316 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 99,059 $2.47M 0.17% -2,024 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 94,094 $2.35M 0.32% -1,568 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 93,036 $2.32M 0.05% +4,925 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 92,883 $2.32M 0.98% +16,463 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 91,277 $2.28M 0.01% -618 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 90,050 $2.25M 0.47% +3,874 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 $2.21M <0.01% 0 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 88,380 $2.2M 0.13% +2,499 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 87,619 $2.19M 0.77% -3,154 13F-HR Timeline Friday Financial More: the full row for Friday Financial 86,336 $2.15M 0.76% +13,642 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 86,210 $2.15M 0.02% +289 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 84,495 $2.12M 0.07% +44 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 81,895 $2.04M <0.01% +31,350 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 81,473 $2.03M 0.02% -1,475 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 80,605 $2.01M +12,534 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 77,283 $1.93M 0.01% +598 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 74,640 $1.86M 0.24% +687 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 74,393 $1.86M 0.06% +10,538 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 74,234 $1.85M 0.81% -8,781 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 73,766 $1.84M 0.04% -5,915 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 73,391 $1.83M 0.31% 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 72,563 $1.81M +7,455 Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 70,560 $1.76M 0.03% -4,147 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 ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 68,443 $1.72M 0.77% +37,848 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 68,284 $1.7M <0.01% +16,806 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 68,076 $1.7M 0.69% -724 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 67,829 $1.69M <0.01% -6,483 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 67,095 $1.67M 0.25% +1,532 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 66,607 $1.66M 0.14% -22,396 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 66,208 $1.65M 0.01% -533 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 65,910 $1.64M 0.68% -8,343 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 64,511 $1.61M 0.03% -9,472 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 64,300 $1.6M 0.51% +1,005 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 63,263 $1.58M 0.09% +16,337 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 61,180 $1.53M 1.14% -15,489 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 60,785 $1.52M 0.01% +2,512 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 60,443 $1.51M 0.04% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 59,650 $1.49M 0.96% +5,669 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 58,576 $1.46M 0.72% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 58,230 $1.45M <0.01% +31,882 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 57,441 $1.43M 0.01% -270 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 56,666 $1.41M 1.45% 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 55,420 $1.38M 1.18% -113 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 54,466 $1.36M 0.4% +1,853 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 54,393 $1.36M 0.39% +3,290 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 54,120 $1.35M 0.06% +728 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 53,953 $1.35M 0.01% -230 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 53,150 $1.33M 0.39% +10,575 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 52,986 $1.32M -480,599 Timeline KWMG, LLC More: the full row for KWMG, LLC 52,688 $1.31M 0.11% -9,514 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51,700 $1.29M 0.06% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 51,526 $1.29M 0.46% +19,279 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 51,317 $1.28M 0.38% +3,419 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 50,629 $1.26M 0.02% +9,252 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 49,783 $1.24M 0.4% -809 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 49,151 $1.23M 0.07% +5,642 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,848 $1.22M <0.01% +33,280 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 48,837 $1.22M 0.06% +9,603 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 48,408 $1.21M 0.01% -12,480 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 47,410 $1.18M 0.01% -933 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 46,600 $1.16M 0.05% -168,600 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 45,847 $1.14M 0.23% +5,151 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 44,651 $1.11M 0.98% 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. 44,606 $1.11M 0.02% -312 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 43,082 $1.07M 0.15% +3,281 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 42,956 $1.07M 0.1% +4,345 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 42,266 $1.05M 0.42% +2,568 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 41,616 $1.04M <0.01% -4,594 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 41,183 $1.03M 0.09% -3,085 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 40,838 $1.02M 0.18% -392 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 40,154 $1M 0.01% -2,499 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 40,117 $1M <0.01% -19,482 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 40,032 $998K 0.03% -27,999 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 39,884 $995K 0.11% -13,583 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 38,929 $971K 0.02% +30,042 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 38,115 $956K 0.15% -1,094 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 38,237 $954K 0.01% -1,183 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 38,064 $949K 0.15% -951 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 38,009 $948K 0.03% -442 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 37,321 $931K 0.57% -1,366 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 37,252 $929K 0.18% -14,748 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 36,770 $917K 0.05% +12,332 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 35,548 $887K 0.13% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 35,232 $883K 0.68% -626 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 34,962 $872K 0.24% -14,966 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 34,740 $866K 0.06% +27 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 34,538 $861K 0.23% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 33,352 $832K 0.01% -8,552 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 33,352 $832K 0.04% -8,552 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 33,342 $832K 0.04% -483 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 32,665 $819K 0.61% +12,731 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 31,795 $793K 0.02% -1,514 13F-HR Timeline TRUST POINT INC. 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