EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 174,648 $3.86M 0.12% -589 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 174,517 $3.86M 0.13% -3,991 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 173,485 $3.85M 2.16% -54 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 172,560 $3.81M 0.43% +10,220 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 172,020 $3.8M 0.09% +26,528 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 171,260 $3.78M 0.4% +13,088 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 172,880 $3.78M 0.22% +130,854 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 170,810 $3.77M 1.07% -659 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 170,720 $3.77M 0.06% -1,912 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 169,008 $3.74M 0.34% -12,247 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 168,626 $3.73M 0.87% -1,488 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 168,170 $3.72M 0.04% +90,342 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 165,619 $3.66M 0.45% +898 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 165,095 $3.65M 1.16% +14,684 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 164,760 $3.64M <0.01% +40,845 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 164,683 $3.64M 1.61% -18 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 160,045 $3.63M 0.22% -1,801 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 163,703 $3.62M 0.7% +443 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 162,570 $3.59M 0.24% -3,401 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 162,134 $3.58M 0.04% -5,308 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 162,016 $3.58M 0.31% -775 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 160,787 $3.55M 0.16% +102,040 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 159,020 $3.51M 0.74% +11,020 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 158,860 $3.51M 0.13% -128,016 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 157,811 $3.49M 0.91% -7,289 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 157,763 $3.49M 1.26% +3,599 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 157,547 $3.48M 0.09% -3,856 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 156,198 $3.45M 1.37% -10,048 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 155,563 $3.44M 0.02% +963 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 154,792 $3.42M 0.37% -21,115 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 154,671 $3.42M 2.71% +18,313 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 152,404 $3.37M 1.66% -6,621 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 152,095 $3.36M 0.16% +9,642 13F-HR/A Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 151,031 $3.34M 2.33% -4,436 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 150,947 $3.34M 0.25% +12,514 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 150,274 $3.32M 0.03% +10,630 13F-HR/A Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 148,681 $3.29M 3.05% +224 13F-HR Timeline Friday Financial More: the full row for Friday Financial 148,185 $3.27M 1.67% -3,558 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 148,033 $3.27M 0.11% -4,681 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 147,630 $3.26M 2.18% -1,776 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 146,229 $3.23M 0.13% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 144,539 $3.19M 0.1% +1,423 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 143,996 $3.18M 0.3% -961 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 143,017 $3.16M 0.13% +880 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 142,895 $3.16M 0.37% -3,602 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 142,062 $3.14M 0.37% +12,046 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 141,804 $3.13M 3.33% +1,567 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 140,491 $3.1M 0.01% new 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 139,579 $3.08M 0.01% +21,158 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 138,989 $3.07M 0.43% -417 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 138,578 $3.06M 0.75% -7,960 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 137,494 $3.04M 0.19% -6,152 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 137,086 $3.03M 1.12% -1,064 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 135,653 $3M 0.06% +2,836 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 134,880 $2.98M 0.2% +18,620 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 134,153 $2.96M 1.29% +1,239 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 133,989 $2.96M 0.36% +2,057 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 133,494 $2.95M <0.01% -1,338 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 133,355 $2.95M 0.01% +99,174 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 131,920 $2.92M 1.33% -15,000 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 131,495 $2.91M 0.11% +10,433 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 130,646 $2.89M 0.05% +6,519 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 129,810 $2.87M 0.21% -3,045 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 129,798 $2.87M 1.05% +443 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 129,694 $2.87M 0.38% -2,380 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 128,924 $2.85M 0.43% +590 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 127,583 $2.82M 0.88% -5,235 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 127,197 $2.81M 0.26% +824 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 126,866 $2.8M 0.39% -7,576 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 126,768 $2.8M 0.35% -3,431 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 126,703 $2.8M 0.94% -2,133 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 125,592 $2.78M 0.02% -4,517 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 125,589 $2.78M 0.09% -37,438 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 125,209 $2.77M 0.27% -330 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 124,332 $2.75M 1.28% -3,562 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 123,983 $2.74M 0.22% -7,669 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 123,807 $2.74M 0.41% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 123,212 $2.72M +24,177 Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 121,671 $2.69M 0.79% -8,562 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 120,593 $2.67M 0.44% +92,775 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 119,580 $2.64M 0.11% +60,657 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 118,449 $2.62M 1.22% +16,932 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 117,454 $2.6M 1.04% -730 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 116,258 $2.57M 0.17% -1,269 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 115,601 $2.56M 0.01% -929,665 13F-HR/A Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 114,490 $2.53M 0.66% +27,290 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 114,188 $2.52M 0.33% +459 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 115,981 $2.5M 0.13% +276 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 113,121 $2.5M 2.12% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 111,885 $2.47M <0.01% +1,790 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 111,134 $2.46M 0.89% +3,372 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 110,626 $2.44M 0.34% -4,278 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 110,201 $2.44M 0.41% -386 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 109,118 $2.41M 0.15% +4,753 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 108,419 $2.4M 0.52% +9,411 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 108,384 $2.4M 1.24% -2,021 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 107,696 $2.38M 1.09% +12,368 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 106,978 $2.36M 1.59% -4,147 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 106,158 $2.35M 0.18% -58,283 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 105,453 $2.33M 0.87% -478 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 105,160 $2.32M 4.12% +2,607 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 104,966 $2.32M 0.65% +2,641 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 104,497 $2.31M 0.06% +13,471 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 104,471 $2.31M 0.32% +435 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 104,448 $2.31M 0.37% +17,750 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 103,527 $2.29M 0.05% -91,405 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 103,446 $2.29M 2.85% -960 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 102,811 $2.27M 0.03% -2,451 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 102,735 $2.27M 0.62% +4,741 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 102,463 $2.26M 0.69% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 102,375 $2.26M 1.27% -300 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 101,794 $2.25M 0.08% +34,812 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 101,439 $2.24M 0.05% -30,328 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 101,416 $2.24M 0.3% +656 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 102,707 $2.24M 1.82% +2 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 100,831 $2.23M 0.15% -3,140 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 100,426 $2.22M 0.72% 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 100,338 $2.22M 1.15% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 100,163 $2.21M 0.29% -3,918 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 99,883 $2.21M 0.99% +14,280 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 99,248 $2.19M 0.12% +3,817 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 99,212 $2.19M 0.09% +12,997 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 98,444 $2.18M -34,756 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 97,237 $2.15M 0.05% 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 97,201 $2.15M 0.58% -6,772 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 92,822 $2.05M 0.03% +21,890 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 90,985 $2.01M 0.1% -6,362 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 90,906 $2.01M 0.43% -16,605 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 90,646 $2M 0.62% -370 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 90,297 $2M 0.42% +279 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 90,192 $1.99M 0.6% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 89,845 $1.99M 0.04% +27,896 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 89,458 $1.98M 0.03% +5,474 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 89,257 $1.97M 1.02% +4,285 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 88,017 $1.95M 0.27% +18,605 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 87,863 $1.94M 0.33% -540 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 86,984 $1.92M 0.69% -10,976 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 86,863 $1.92M 0.18% -56,443 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 86,552 $1.91M 0.2% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 85,718 $1.89M 0.49% -9,973 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 84,753 $1.87M 0.72% -472 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 84,174 $1.86M 0.04% +13,107 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 83,971 $1.86M 1.06% +2,375 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 82,030 $1.81M 0.53% +526 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 81,860 $1.81M <0.01% +626 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 81,558 $1.8M 0.23% -8,422 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 81,124 $1.79M 0.01% +4,682 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 80,987 $1.79M 0.35% -597 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 80,524 $1.78M 0.36% -19,468 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 79,524 $1.76M 0.64% -35,859 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 79,420 $1.76M 0.44% -5,003 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 79,106 $1.75M 0.25% -184 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 78,240 $1.73M 0.63% +557 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 77,856 $1.72M 0.57% -1,393 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 77,853 $1.72M 1.46% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 77,302 $1.71M 0.06% +2,426 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 77,242 $1.71M 0.49% -309 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 76,028 $1.68M 0.39% +10,847 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 75,924 $1.68M 0.06% -574 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 75,868 $1.68M 0.21% -4,972 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 75,820 $1.68M 0.11% new 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 75,655 $1.67M 0.25% -2,808 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 75,593 $1.67M 0.12% +195 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 74,837 $1.65M 0.12% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 74,834 $1.65M 0.01% +2,620 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 74,805 $1.65M 0.7% -88 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 74,607 $1.65M 0.1% -262 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 74,566 $1.65M <0.01% -142 13F-HR Timeline Group FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 73,578 $1.63M 1.7% -10,489 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 73,480 $1.62M 0.32% +831 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 72,468 $1.6M 0.16% -1,397 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 71,913 $1.59M 1.07% -2,135 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 71,193 $1.57M 0.18% +366 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 70,773 $1.56M 0.67% -3,714 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 70,418 $1.56M 1.06% +1,710 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 78,320 $1.55M 0.93% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 68,779 $1.52M 0.2% +1,552 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 68,658 $1.52M 0.06% +18,061 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 67,427 $1.49M 0.46% -1,060 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 67,052 $1.48M 0.01% -71,482 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 66,216 $1.46M <0.01% +4,784 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 66,188 $1.46M <0.01% -1,511 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 66,038 $1.46M 0.08% -2,351 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 65,807 $1.45M 0.04% -988 13F-HR/A Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 65,523 $1.45M 0.51% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 65,457 $1.45M 0.12% -3,807 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 65,420 $1.45M 0.64% +150 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 65,386 $1.45M 0.06% +15,486 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 65,247 $1.44M 0.18% -286 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 64,490 $1.43M <0.01% +4,686 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 64,370 $1.42M 0.36% -4,228 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 64,146 $1.42M 0.28% -5,684 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 63,791 $1.41M 0.91% +330 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 63,389 $1.4M 0.25% +244 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 63,314 $1.4M 0.21% +105 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 63,048 $1.39M 0.1% +1,038 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 63,557 $1.39M 0.04% +114 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 62,695 $1.39M 1.13% +17,340 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 62,534 $1.38M 0.2% +42,441 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 61,908 $1.37M <0.01% +10,472 13F-HR Timeline Group