UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,701,226 $238M 0.04% +678,776 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,154,724 $210M 13.38% +128,873 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,721,523 $188M 0.01% -328,023 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,440,510 $174M 0.01% -120,012 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,374,429 $171M 0.05% +487,033 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 1,973,943 $99.9M 0.34% 0 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,925,899 $97.5M 3.16% -224,762 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,737,458 $87.7M 0.19% -1,155,094 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,670,830 $84.6M 0.02% +4,135 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 240,556 $77.7M -1,957,652 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,478,476 $74.8M <0.01% -867,292 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,330,297 $67.3M 0.02% +231,499 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,224,629 $62M 5.07% +47,192 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,178,093 $59.6M 6.3% +163,174 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,119,419 $56.7M 1.69% +70,089 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,102,918 $55.8M 4.59% +24,778 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,062,906 $53.8M 0.4% +46,906 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 970,635 $49.1M 0.06% -301,869 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 893,574 $45.2M 2.01% +98,141 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 864,203 $43.7M 0.01% +152,960 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 764,380 $38.7M 10.63% +33,311 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 731,853 $37M 4.84% +13,551 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 710,454 $36M 0.28% +3,120 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 685,587 $34.7M +83,304 Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 628,366 $31.8M 13.13% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 614,679 $31.1M 0.03% +107,395 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 604,726 $30.6M 1.62% +39,299 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 494,588 $25M 0.03% +6,313 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 493,163 $25M 0.33% +26,512 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 492,482 $24.9M 1.03% +51,830 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 471,838 $23.9M 1.64% +126,087 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 458,782 $23.2M 0.11% +123,393 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 444,380 $22.5M 0.06% -10,904 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 425,912 $21.6M 0.06% -13,543 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 411,833 $20.8M 2.6% -4,638 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 407,444 $20.6M 3.5% -32,371 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 404,266 $20.5M 2.6% +602 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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COLE ADVISORS, INC. 359,233 $18.2M 0.61% +4,773 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 333,218 $16.9M 0.02% -207,155 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 328,803 $16.6M 0.25% +6,767 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 326,082 $16.5M 0.56% -6,664 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 322,783 $16.3M 0.33% +93,549 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 318,484 $16.1M 0.29% +6,578 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 313,695 $15.9M 0.02% -42,201 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 303,364 $15.4M 0.36% +85,276 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 301,519 $15.3M 0.03% -12,143 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 299,130 $15.1M 7.35% -555 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 294,610 $14.9M 0.68% +2,273 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 292,426 $14.8M <0.01% +91,001 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 284,991 $14.4M 1.4% -120,338 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 279,754 $14.2M 1.11% -3,599 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 277,350 $14M 4.32% +17,251 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 275,486 $13.9M 0.07% +57,112 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 270,916 $13.7M 6.16% -137,729 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 270,748 $13.7M 4.21% -17,892 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 269,630 $13.6M 5.99% +195,175 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 259,023 $13.1M 0.81% -23,934 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 255,442 $12.9M 0.41% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 253,626 $12.8M 0.67% -202,149 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 253,316 $12.8M 5.24% -6,222 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 243,383 $12.3M 1.21% -13,142 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 243,353 $12.3M 11.79% 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 241,649 $12.2M 0.98% -12,418 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 241,541 $12.2M 7.54% +33,972 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 237,933 $12M 0.09% +52,013 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 237,514 $12M 13.13% -3,692 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 229,196 $11.6M 0.03% +28,460 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 227,396 $11.5M 1.51% +14,390 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 225,240 $11.4M 2.55% +16,882 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 222,864 $11.3M 3.5% +57,970 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 221,346 $11.2M 4.47% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 201,826 $10.2M 0.01% -36,989 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 198,485 $10M 0.08% +5,297 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 193,977 $9.82M 0.86% +6,282 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 185,529 $9.39M 2.16% -7,658 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 184,094 $9.32M 1.94% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 176,302 $8.92M 2.69% -28,302 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 170,656 $8.64M 0.05% +56,382 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 165,418 $8.37M 0.18% -85,389 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 162,966 $8.25M 0.36% +20,335 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 162,706 $8.24M 2.45% +75,860 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 161,235 $8.16M 0.59% +2,613 13F-HR Timeline Group Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 153,641 $7.78M 4.72% +14,867 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 153,204 $7.76M 2.69% +3,308 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 149,338 $7.56M 4.29% -789 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 147,105 $7.45M 0.01% +2,401 13F-HR Timeline Group Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 143,450 $7.26M 4.94% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 142,219 $7.2M 0.03% +346 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 141,545 $7.17M 1.37% -17,421 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 141,262 $7.15M 0.27% +919 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 140,119 $7.09M 0.71% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 138,319 $7M 1.84% +18,616 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 136,100 $6.89M 0.08% +6,394 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 131,415 $6.65M 1.78% +7,742 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 129,738 $6.57M 4.82% +26,108 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 128,908 $6.53M 0.01% +6,602 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 120,098 $6.08M 0.41% -6,172 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 118,278 $5.99M +67,869 Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 116,388 $5.89M 0.32% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 116,213 $5.88M 0.22% -8,325 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 113,588 $5.75M 0.18% +1,544 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 109,840 $5.56M 4.84% +11,897 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 109,729 $5.55M 3% +19,095 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 107,142 $5.42M 2.4% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 106,856 $5.41M 0.48% +9,479 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 104,111 $5.27M 0.64% -18,000 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 102,539 $5.19M 2.58% -87,156 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 99,891 $5.06M 0.01% -11,914 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 99,688 $5.05M 2.21% +4,756 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 99,645 $5.04M 0.03% -10,995 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 99,596 $5.04M 0.14% +4,578 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 98,994 $5.01M 2.71% +3,274 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 98,779 $5M 1.15% +2,780 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 98,674 $4.99M 0.22% +5,336 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 97,832 $4.95M <0.01% -118,681 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 97,278 $4.92M 0.05% -27,875 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 96,067 $4.86M 0.87% +77 13F-HR Timeline Group Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 93,615 $4.74M 2.57% +7,524 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 93,568 $4.74M 3.87% +6,878 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 93,108 $4.71M 0.42% -5,555 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 92,277 $4.67M 0.71% -56,192 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,995 $4.66M 0.03% +32,398 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 90,188 $4.57M 1.48% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 89,886 $4.55M 0.25% +1,942 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 89,177 $4.51M 0.05% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 89,165 $4.51M 3.96% -8,410 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 87,847 $4.44M 0.1% -258 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 84,625 $4.28M 1.68% +6,478 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 83,992 $4.25M 1.47% +3,813 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 82,505 $4.17M 1.05% -46,524 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 82,364 $4.17M 1.31% +1,821 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 81,266 $4.11M 0.05% -113,936 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 79,428 $4.02M 0.02% -321 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 79,056 $4M 0.65% +2,118 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 78,914 $3.99M 3.57% +23,694 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 78,600 $3.98M 0.06% 0 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 78,224 $3.96M 0.99% -2,814 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 75,839 $3.84M 0.23% -3,502 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 74,962 $3.79M 3.3% +2,265 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 74,743 $3.78M <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 74,740 $3.78M 0.15% +20,422 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 73,678 $3.73M 0.12% -13,819 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 73,154 $3.7M 0.15% +1,689 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,588 $3.66M 0.03% +24,819 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 71,547 $3.62M 0.03% -2,669 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 71,126 $3.6M 0.21% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 70,968 $3.59M 0.24% +51,717 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 70,251 $3.54M 0.01% new 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 69,249 $3.51M 0.5% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 68,855 $3.49M 0.01% +26,475 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 67,423 $3.41M 1.29% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 67,224 $3.4M 0.25% -15,140 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 67,110 $3.4M 1.22% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 65,488 $3.32M 3.38% +17,967 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 65,357 $3.31M 0.14% +24,327 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 65,036 $3.29M <0.01% +8,605 13F-HR Timeline Group URS Advisory LLC More: the full row for URS Advisory LLC 64,572 $3.27M 2.39% +11,403 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 62,820 $3.18M 0.73% -6,857 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 61,380 $3.11M 3.05% -972 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 61,225 $3.1M 0.04% -1,450 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 60,864 $3.08M 0.21% +12,503 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 59,678 $3.02M <0.01% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 59,532 $3.01M 1.35% -13,747 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 58,027 $2.94M 0.1% -27,877 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 57,684 $2.92M <0.01% +124 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54,702 $2.77M <0.01% +3,502 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 54,031 $2.74M 0.92% +1,484 13F-HR Timeline StoneCrest Wealth Management, Inc. 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