NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,882,011 $896M 0.48% +1,661,573 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,625,214 $353M 15.49% -75,217 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 6,136,594 $251M 1.88% -146,573 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,688,330 $192M 0.02% +1,528,330 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,417,256 $140M 6.09% +77,587 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,078,519 $126M 17% -5,920 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,355,846 $95.5M 0.02% -121,946 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,013,674 $82.5M 2.16% +77,412 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,894,651 $77.6M 5.69% +69 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,324,191 $54.2M 0.01% -89,881 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,061,578 $43.5M 0.01% +199,765 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 902,253 $37M -61,448 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 843,379 $34.5M 0.01% +57,864 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 773,011 $31.6M <0.01% -41,524 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 741,199 $30.4M 0.56% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 714,191 $29M 0.01% +236,778 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 658,583 $27M <0.01% +32,228 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 654,453 $26.8M 0.13% +21,200 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 654,401 $26.8M 6.19% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 630,132 $25.8M 0.31% -42,982 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 598,639 $24.5M 0.15% +11,470 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 546,768 $22.4M 0.41% -10,956 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 545,342 $22.3M 1.5% -13,328 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 509,257 $20.9M 2.68% +167,102 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 480,001 $19.7M 3.46% +21,524 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 422,185 $17.3M <0.01% +79,578 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/ 419,425 $17.2M <0.01% +75,322 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 394,937 $16.2M +11,138 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 371,000 $15.2M 0.08% -142,322 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 368,038 $15.1M 0.69% -2,490 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 360,909 $14.8M 2.41% +2,985 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 358,978 $14.7M 0.58% -4,280 13F-HR/A Timeline DDFG, Inc More: the full row for DDFG, Inc 333,144 $13.6M 2.71% +10,216 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 326,954 $13.4M 0.8% -10,240 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 308,413 $12.6M 6.76% +7,641 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 301,313 $12.3M 0.01% -327 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 300,000 $12.3M 0.01% +151,554 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 296,493 $12.1M 0.1% -69,907 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 280,971 $11.5M 0.06% +44,438 13F-HR/A Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 266,303 $10.9M 2.45% -488 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 222,095 $9.1M 1.07% -1,431 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 212,566 $8.71M 5% +18,473 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 200,727 $8.22M 0.02% +64,398 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 187,076 $7.66M 0.09% +56,971 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 173,378 $7.1M 2.86% +40,378 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 172,164 $7.05M 2.08% +34,401 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 160,285 $6.57M 0.48% -41,366 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 155,260 $6.36M 1.27% +3,488 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 152,373 $6.24M 0.01% +7,452 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 151,417 $6.2M 0.37% +6,941 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 151,210 $6.19M 0.01% -23,078 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 148,915 $6.1M 0.09% -5,455 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 142,558 $5.84M 0.59% +52,468 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 137,225 $5.62M 0.83% +2,071 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 131,120 $5.43M +69,928 Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 129,073 $5.29M 0.34% +38,558 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 127,235 $5.21M 0.03% -2,493 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 126,051 $5.16M <0.01% -185,276 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 115,189 $4.71M 0.12% -3,703 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 112,257 $4.6M 2.1% +950 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 112,003 $4.59M 0.28% +2,171 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 111,553 $4.57M -6,739 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 109,092 $4.47M 0.01% +63,284 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 106,097 $4.35M 0.01% +19,521 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,226 $4.27M 0.01% +1,500 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 103,574 $4.24M 2.73% +4,796 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 97,314 $3.99M <0.01% +91,418 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 97,257 $3.98M <0.01% -7,307 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 94,844 $3.88M <0.01% +44,765 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 94,579 $3.87M 0.45% -175,531 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 93,589 $3.83M 0.05% +45,230 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 93,062 $3.81M 1.79% +3,160 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 91,480 $3.75M 0.08% -2,729 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 78,037 $3.2M 0.04% +142 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 75,362 $3.09M <0.01% -193 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 69,932 $2.86M 0.03% -427 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 65,203 $2.67M 0.07% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 64,221 $2.63M <0.01% +7,307 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 60,670 $2.55M 0.61% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 61,964 $2.54M 0.08% +568 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,167 $2.51M <0.01% -344 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 59,716 $2.45M 2.19% -949 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 59,467 $2.44M 0.09% -541 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58,421 $2.39M 0.04% -2,544 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 53,812 $2.2M 0.38% +2,352 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 50,167 $2.05M 0.01% +48,574 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 49,972 $2.05M 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 42,634 $1.75M 0.11% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,692 $1.67M <0.01% -4,283 13F-HR/A Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 40,156 $1.64M <0.01% +21,625 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,582 $1.62M 0.01% +28,650 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 39,344 $1.61M 0.52% +7 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 37,225 $1.52M 1.17% +5,335 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 36,026 $1.48M 0.83% -4,563 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 35,220 $1.44M 0.1% +17,298 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 32,620 $1.34M 0.02% +1,307 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 31,468 $1.29M 0.95% -83 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 31,371 $1.28M 0.43% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 30,564 $1.25M 0.03% +344 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,281 $1.25M 0.03% +5 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 29,659 $1.21M <0.01% +1,930 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 29,375 $1.2M 0.18% -4,225 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 28,157 $1.15M 0.01% +13,823 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,520 $1.09M <0.01% -1,490 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,321 $1.04M <0.01% +633 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 24,955 $1.02M <0.01% -440 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,516 $1M 0.01% -4,671 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 22,320 $914K 0.42% +3,355 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,783 $892K 0.02% +190 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,532 $841K <0.01% +4,743 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 19,254 $789K 0.04% +2,723 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 17,935 $735K <0.01% +4,677 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 17,169 $703K 0.17% +864 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,012 $697K 0.08% -562 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,150 $662K <0.01% +778 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,139 $661K <0.01% +3,492 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 16,085 $659K 0.07% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,579 $638K 0.01% -353 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,421 $632K <0.01% +1,731 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,341 $628K <0.01% +10,820 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,215 $623K <0.01% +4,019 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,240 $583K 0.06% -182 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,264 $543K 0.07% -20 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 13,097 $541K 0.03% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 12,916 $529K 0.18% -192 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,894 $528K 0.04% +8 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,802 $524K <0.01% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 11,519 $472K 0.03% -1,362 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,392 $467K <0.01% +248 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,245 $461K 0.01% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,208 $418K 0.03% +21 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,000 $410K 0.03% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,960 $408K 0.1% +239 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,535 $391K 0.01% -47 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 9,445 $387K 0.01% +683 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 9,354 $383K <0.01% +1,002 13F-HR Timeline Group LCW Services, LLC More: the full row for LCW Services, LLC 8,856 $363K 0.16% -1,894 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,500 $348K 0.04% -4,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,438 $346K <0.01% +2,791 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,392 $344K 0.01% +105 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,185 $335K 0.28% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,786 $322K 0.02% +406 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,447 $305K <0.01% +232 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,912 $283K 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,572 $271K <0.01% -628 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,575 $269K 0.02% -453 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 6,375 $261K 0.04% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,280 $257K <0.01% +19 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,276 $257K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,988 $245K <0.01% +1,275 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,764 $236K <0.01% +24 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,434 $223K 0.02% -80 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,215 $214K <0.01% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,171 $212K 0.07% +30 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,078 $208K 0.09% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,063 $207K 0.07% -1,900 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,043 $207K 0.05% -61 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,207 $172K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,503 $103K 0.04% +387 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,741 $71.3K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,629 $66.7K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,620 $66.4K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,517 $62.1K <0.01% +240 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,372 $56.2K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,367 $56K <0.01% +225 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,046 $42.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,006 $41.2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 973 $39.9K <0.01% -3 13F-HR Timeline Harbor Asset Planning, Inc. 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