RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,852,953 $170M 0.05% +315,175 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,825,158 $169M 0.16% -199,902 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,886,506 $146M 0.03% +195,414 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,491,618 $136M 0.02% -913,817 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/ 5,092,983 $126M 0.01% -1,716,935 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,450,655 $110M 0.01% -289,801 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,320,304 $82.3M 0.02% +114,899 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,717,948 $67.4M <0.01% +109,769 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,681,599 $41.7M 1.14% +19,180 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,673,925 $41.5M 0.61% -627,585 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 1,645,639 $40.8M 1.14% +196,346 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,534,885 $38.1M +799,682 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,516,549 $37.6M 0.01% -64,324 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,417,335 $35.1M 0.05% -171,084 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,387,825 $34.4M 1.49% 0 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 1,294,400 $32.1M 0.01% +185,966 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,219,159 $30.2M 0.01% +70,032 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,088,948 $27M 3.51% +26,243 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,002,016 $24.7M <0.01% +646,255 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 865,607 $21.5M 0.13% -105,979 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 762,408 $18.9M 0.02% +317,316 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 654,772 $16.2M 0.02% -120,779 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 614,052 $15.3M 0.14% +166,439 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 562,231 $13.9M 0.74% -117,895 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 551,000 $13.7M 0.07% +212,136 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 542,113 $13.4M +489,127 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 532,181 $13.2M 0.02% +39,362 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 529,675 $13.1M 1.6% -12,225 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 491,674 $12.2M 0.32% +52,924 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 455,520 $11.3M 0.13% +415,366 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 418,556 $10.4M 0.02% -133,742 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 405,317 $10.1M 1.71% -4,310 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 364,264 $9.18M 0.35% -278,083 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 362,279 $8.98M 0.16% -42,816 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 360,120 $8.93M 0.85% -8,772 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 346,081 $8.58M 0.07% -5,865 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 342,272 $8.49M +87,278 Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 332,193 $8.24M 0.14% +26,161 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 331,226 $8.21M 0.01% -18,237 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 321,392 $7.97M 0.7% -76,326 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 317,206 $7.87M 0.01% +59,099 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 315,994 $7.84M 0.14% -269,318 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 299,109 $7.42M 0.16% +28,700 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 290,915 $7.21M 0.07% +158,846 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 273,296 $6.78M 0.05% +46,379 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 264,092 $6.5M <0.01% +55,767 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 259,869 $6.44M 0.01% -26,561 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 254,493 $6.34M 1.44% -1,761 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 254,447 $6.31M 0.03% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 246,610 $6.12M 0.07% +9,666 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 245,262 $6.08M 0.05% +39,526 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 237,727 $5.9M 0.01% -53,585 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 235,375 $5.84M 0.01% new 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 229,586 $5.77M 0.39% +44,081 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 226,270 $5.61M 0.15% +120,852 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 215,702 $5.35M 0.17% +32,483 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,742 $5.28M <0.01% +3,450 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 206,843 $5.13M 0.05% +5,688 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 203,898 $5.06M 0.4% -5,463 13F-HR Timeline CX Institutional More: the full row for CX Institutional 193,555 $4.8M 0.15% +1,436 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 192,201 $4.77M 0.84% +54,232 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 189,908 $4.71M 0.02% +17,497 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 187,724 $4.66M 0.01% -32,452 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 186,892 $4.63M 1.08% +358 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 180,565 $4.48M 0.01% +39,787 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 176,617 $4.38M 2.74% +26,389 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 164,667 $4.1M 0.01% +11,844 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 144,675 $3.59M 0.04% -11,166 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 138,687 $3.57M 0.02% -59,346 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 133,072 $3.3M 1.35% +40,189 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131,313 $3.26M 0.01% -657 13F-HR/A Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 125,024 $3.1M 0.7% -4,575 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 124,905 $3.1M 0.05% -611 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 118,393 $2.94M 0.42% -487 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 117,918 $2.92M 0.01% -2,506 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 116,884 $2.9M 0.52% +3,497 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 113,892 $2.82M 0.34% -231 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 105,254 $2.61M 0.21% +2,884 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 104,000 $2.58M 0.04% -46,446 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 103,342 $2.56M 0.08% -480 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 101,448 $2.52M +28,885 Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 98,487 $2.44M 0.05% +5,451 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95,376 $2.37M 0.47% +5,326 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 94,667 $2.35M <0.01% +26,838 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 92,597 $2.3M 0.01% +1,320 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 92,585 $2.3M 0.32% -1,509 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 92,438 $2.29M 0.07% +18,045 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 91,565 $2.27M 0.12% +3,185 13F-HR Timeline Friday Financial More: the full row for Friday Financial 90,138 $2.24M 0.77% +3,802 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 89,805 $2.23M 0.02% -13,766 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 88,491 $2.19M <0.01% 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 88,465 $2.19M 0.19% +21,858 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 87,366 $2.17M 1% -233,292 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 86,092 $2.13M 0.02% +4,619 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 85,589 $2.12M +4,984 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 84,517 $2.12M 0.07% +22 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 84,591 $2.1M 0.02% -1,619 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 82,345 $2.04M 0.71% -5,274 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 80,957 $2.01M <0.01% -105,378 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 80,169 $1.99M 0.33% +6,778 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 76,850 $1.91M 0.01% -433 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 76,010 $1.89M 0.82% +1,776 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 74,869 $1.86M 0.25% +229 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,151 $1.81M <0.01% -8,744 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 73,131 $1.81M <0.01% +4,847 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 71,400 $1.77M 0.52% +18,250 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 70,584 $1.75M 0.98% +10,934 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 70,068 $1.74M 0.04% -3,698 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 69,491 $1.72M 0.26% +2,396 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 68,443 $1.7M 0.76% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 68,076 $1.69M 0.64% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 65,966 $1.64M 0.09% +2,703 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 65,608 $1.63M 0.66% -302 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 65,584 $1.63M 2.79% +20,933 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 63,714 $1.58M 1.35% +8,294 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 61,123 $1.52M 0.01% +338 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 61,453 $1.52M 1.08% +273 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 60,462 $1.5M 0.01% +6,509 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 59,242 $1.47M 0.07% +5,122 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 58,576 $1.45M 0.73% 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. 58,179 $1.44M <0.01% -51 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 57,059 $1.42M 0.03% -13,501 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 56,992 $1.41M 0.4% +2,526 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 56,468 $1.4M 0.01% -9,740 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 55,285 $1.37M 0.01% -2,156 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 54,651 $1.36M 0.1% -44,408 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Breakwater Capital Group More: the full row for Breakwater Capital Group 54,621 $1.35M 0.18% +11,539 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 54,371 $1.35M 1.29% -2,295 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 53,453 $1.33M 0.48% +1,927 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 53,164 $1.32M 0.02% -11,347 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,802 $1.31M 0.01% +5,392 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 52,498 $1.3M 0.38% -1,895 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 52,011 $1.29M 0.05% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51,700 $1.28M 0.05% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 49,828 $1.24M 0.06% +991 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 48,548 $1.2M 0.1% -4,140 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 48,451 $1.2M 0.92% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 47,381 $1.19M 0.02% -3,248 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 47,493 $1.18M 0.06% -1,658 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 47,347 $1.17M 0.22% +1,500 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. 47,039 $1.17M 0.02% +2,433 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 46,634 $1.16M 0.03% +13,282 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 46,633 $1.16M 0.01% +13,281 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 45,709 $1.13M 0.09% +2,753 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 44,872 $1.11M 0.47% +2,606 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 44,544 $1.1M 0.3% -19,756 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 41,630 $1.05M +20,498 Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 15,798 $1.04M 0.61% +5,446 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 41,358 $1.03M 0.34% -8,425 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40,814 $1.01M 0.09% -369 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 38,717 $960K 0.03% -1,315 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 37,900 $940K 0.03% -109 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 37,200 $923K 0.05% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 36,874 $914K 0.02% +5,079 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 36,770 $912K 0.05% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 36,068 $894K 0.16% -4,770 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 35,759 $887K 0.01% -3,170 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 35,548 $882K 0.13% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,425 $879K 0.04% +2,083 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 35,225 $874K 0.23% +687 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 34,438 $867K 0.63% -794 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 34,754 $862K 0.06% +14 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 34,672 $860K 0.31% +2,939 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 33,903 $853K 0.13% -4,212 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 34,077 $845K 0.14% -3,987 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 34,025 $844K 0.01% -4,212 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 33,624 $843K 0.61% +959 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,677 $835K 0.02% +2,298 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 32,904 $816K 0.15% +3,608 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 32,734 $812K 0.21% +1,433 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 31,550 $782K 0.19% +15,000 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 31,289 $776K 0.13% +7,952 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,632 $760K 0.02% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 30,469 $756K 0.37% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 30,375 $753K 0.51% +3,466 13F-HR Timeline SimpliFi, Inc. 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