NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 285,507,134 $6.65B 4.43% -46,198,602 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 186,455,668 $4.34B 12.03% +2,454,165 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 157,184,545 $3.66B 6.98% -2,783,919 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 109,982,417 $2.56B 6.01% +290,693 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 40,928,992 $953M 0.73% -426,800 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,411,217 $522M 0.59% +488,836 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 22,372,945 $521M 1.03% -569,196 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,589,034 $503M 2.63% +63,678 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,421,648 $475M 0.75% -419,288 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,032,989 $327M 0.39% +487,889 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,987,719 $302M 4.53% +1,411,622 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,685,293 $295M 3.22% -278,755 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,551,677 $246M 0.01% +197,812 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,213,008 $217M 0.33% -103,303 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,169,702 $213M 0.36% -442,997 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,917,283 $208M 0.27% +94,595 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,762,910 $204M 4.65% +192,479 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,316,348 $170M 8.39% +760,120 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,188,678 $167M 5.77% -70,283 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,686,521 $156M 0.25% +30,540 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,677,104 $155M 4.46% +397,941 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 6,562,236 $153M 6.78% -138,351 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,501,415 $151M 9.13% +331,004 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,382,545 $149M 1.87% -171,004 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,111,770 $142M 0.63% +574,246 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,918,530 $138M 0.21% +51,497 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,828,880 $136M 11.79% +7,121 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,777,346 $134M 0.02% +2,778,081 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,773,868 $134M 0.04% +213,448 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,639,255 $130M 0.09% +760,582 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,540,141 $129M 10.4% +701,049 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,516,074 $128M 0.03% +370,332 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,203,095 $121M 0.01% +8,630 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,160,057 $120M -7,360,085 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,906,971 $114M 0.01% +169,041 13F-HR/A Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,704,295 $110M 3.96% -100,143 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,404,339 $103M 0.81% -6,632 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,324,179 $101M 2.87% -79,024 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,936,386 $91.6M 1.04% +226,850 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,863,870 $90M 3.03% +99,256 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,711,075 $86.5M +297,421 Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,660,860 $85.2M 7.41% -2,322 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,625,827 $84.4M 0.02% +1,036,417 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 3,495,316 $81.4M 1.89% -87,076 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 3,421,576 $79.7M 5.41% +207,503 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,265,605 $76M 0.09% +1,749,943 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,261,672 $75.9M 8.69% -46,806 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,148,698 $73.3M 0.01% -674,093 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,098,450 $72.1M 3.89% -11,858 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,894,224 $67.4M 0.08% -533,087 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,833,034 $66M 0.2% -458,505 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,814,050 $65.5M 0.56% +1,054,026 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,793,442 $65M 0.85% -66,486 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,751,676 $64.1M 0.17% +100,261 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,527,085 $58.3M 0.08% +191,204 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,419,299 $56.3M 0.02% +230,933 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,414,781 $56.2M 0.4% -42,368 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,338,709 $54.4M 0.91% -7,538 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,336,106 $54.4M 1.94% -1,758,597 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,282,884 $53.1M 11.68% +4,389 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,208,572 $51.4M 1.02% +1,954,849 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,185,921 $50.9M 10.07% +175,902 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,154,586 $50.2M 7.04% +280,255 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,990,424 $46.3M 2.76% +1,939,288 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,961,668 $45.7M 0.06% +118 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,957,053 $45.6M 7.13% -95,356 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,949,958 $45.4M 0.9% -163,470 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,878,430 $43.7M 0.27% -22,965 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,861,935 $43.3M 2.3% -19,447 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,856,232 $43.2M 1.58% +24,458 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,828,142 $42.6M 0.58% +94,374 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,814,057 $42.2M 5.96% -15,847 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,698,990 $39.6M 0.25% -311,904 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,648,070 $38.4M 1.79% +111,132 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,620,479 $37.7M 6.32% -43,396 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,580,325 $36.8M 5.66% +8,150 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,494,169 $34.8M 11.2% +116,462 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,434,901 $33.4M 0.23% +68,647 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,432,169 $33.3M 8.19% +160,333 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,397,446 $33.1M 1.24% +32,524 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,405,701 $32.7M 4.36% +95,643 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,389,237 $32.3M 0.06% +1,165,471 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,382,174 $32.2M 0.09% +34,914 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,379,041 $32.1M 1.21% -13,547 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,369,693 $31.9M 0.32% +42,121 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,358,215 $31.6M 4.26% -5,158 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,357,465 $31.6M 0.03% +1,307,334 13F-HR Timeline Group Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,356,383 $31.6M 23.71% +52,959 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,325,630 $30.9M 3.32% +32,926 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,287,809 $30M 8.98% -36,410 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,254,623 $29.2M 1.23% +4,537 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,253,779 $29.2M 2.43% -16,301 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,240,054 $28.9M 0.67% -8,742 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,231,527 $28.7M 0.22% +177,838 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,221,685 $28.4M 7.83% -4,439 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 1,221,436 $28.4M 0.38% -73,947 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,217,200 $28.3M 6.56% +88,640 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,190,224 $27.7M 0.51% -84,136 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,150,964 $26.8M 6.94% -82,192 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,145,575 $26.7M 7.1% +1,049 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,145,331 $26.7M 0.05% -74,040 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,126,676 $26.2M 11.51% +33,768 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,124,630 $26.2M 3.03% -128,514 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,119,338 $26.1M 0.22% +57,088 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,118,815 $26M 7.84% -133,731 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,105,513 $25.7M 4.31% -8,141 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,102,732 $25.7M 8.03% +6,716 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,082,043 $25.2M 1.06% -19,720 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,077,096 $25.1M 10.52% +4,597 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 1,057,450 $24.6M 0.5% +101,647 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,048,781 $24.4M 1.04% +19,276 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,036,623 $24.1M 2.83% -54,104 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,033,860 $24.1M 2.89% +88,570 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,027,646 $23.9M 0.15% +129,498 13F-HR/A Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,023,727 $23.8M 1.58% +34,230 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 1,018,356 $23.7M 14.05% +67,912 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,000,835 $23.6M 0.88% +29,926 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,005,413 $23.4M 0.05% +889,812 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 1,000,805 $23.3M 5.81% +71,848 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 997,407 $23.2M 1.49% +27,883 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 997,351 $23.2M 1.81% +39,492 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 982,483 $22.9M 10.92% -1,104 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 982,453 $22.9M 8.43% -615 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 973,830 $22.7M 2.54% +227,544 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 942,115 $21.9M 9.64% +80,546 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 937,941 $21.8M 13.77% -1,833 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 906,903 $21.1M 7.4% +38,928 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 905,624 $21.1M 0.86% -45,404 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 901,906 $21M <0.01% +118,813 13F-HR/A Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 900,084 $21M 2.16% +64,373 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 898,460 $20.9M 5.21% +16,656 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 893,254 $20.8M 2.94% +109,315 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 881,775 $20.5M 4.44% +43,178 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 866,362 $20.2M 10.83% +13,531 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 864,362 $20.1M 1.35% +5,795 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 857,355 $20M 0.09% +71,087 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 853,138 $19.9M 4.38% +30,091 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 850,660 $19.8M 0.26% -12,414 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 836,804 $19.5M 0.74% +31,858 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 834,667 $19.4M 3.01% +6,470 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 828,325 $19.3M 0.39% -24,011 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 822,228 $19.1M 2.17% -24,331 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 821,822 $19.1M 1.81% -98,350 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 821,253 $19.1M 4.25% -37,803 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 821,253 $19.1M 3.07% -37,803 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 810,181 $18.9M 2.12% -1,700,575 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 807,207 $18.8M 0.38% -24,367 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 796,282 $18.5M 5.57% -22,233 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 795,109 $18.5M 2.93% +30,482 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 792,499 $18.4M 3.57% -10,944 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 788,475 $18.4M 3.53% +3,600 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 781,262 $18.2M 1.73% -29,394 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 780,433 $18.2M 3.79% +10,491 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 773,652 $18M 7.75% +30,511 13F-HR Timeline Essex LLC More: the full row for Essex LLC 773,561 $18M 3.26% -4,658 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 810,881 $17.9M 5.59% +459 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 764,021 $17.8M 0.03% -1,346,503 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 758,215 $17.7M 0.45% +55,713 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 756,900 $17.6M 5.7% +13,749 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 753,488 $17.5M 0.88% +12,234 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 750,308 $17.5M 7.37% -18,940 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 743,781 $17.3M 6.46% -3,246 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 741,491 $17.3M 0.65% -16,828 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 733,210 $17.1M 0.69% -3,552 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 731,769 $17M <0.01% +246,015 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 725,890 $16.9M 1.17% +68,566 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 724,931 $16.9M 5.27% -221,210 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 721,600 $16.8M 14.65% -6,725 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 720,475 $16.8M 3.69% +5,451 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 719,602 $16.8M 1.9% +91,066 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 706,500 $16.4M 1.8% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 706,187 $16.4M 2.98% -18,413 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 705,082 $16.4M 0.53% -12,764 13F-HR Timeline Cornerstone Wealth Advisors, Inc. 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