LPL Financial LLC More: the full row for LPL Financial LLC 6,624,488 $790M 0.22% +182,485 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/ 3,308,649 $395M 0.03% +522,883 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,992,182 $357M 0.97% +369,627 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,682,877 $320M 0.02% +199,934 13F-HR/A Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,455,282 $293M 2.36% -164,631 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,726,149 $206M 0.06% +385,146 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,423,949 $170M 0.11% +1,339,497 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,376,905 $164M 0.1% +277,103 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,369,834 $163M -2,793,299 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,231,078 $147M 0.01% +531,093 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,066,595 $127M 0.14% -100,341 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,015,733 $121M 6.8% +17,868 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,011,079 $121M 9.24% -353,235 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,007,696 $120M 0.18% -154,671 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 988,134 $118M 0.02% +106,077 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 888,674 $106M 0.28% +49,905 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 849,001 $101M 14.33% -5,511 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 623,111 $74.3M 8.36% +582 13F-HR/A Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 605,494 $72.2M 9.1% +6,314 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 594,032 $71.9M 0.1% +94,122 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 580,152 $69.2M 0.47% +143,235 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 567,000 $67.7M 0.16% +6,640 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,406,205 $66.9M 8.66% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 545,673 $65.4M 0.12% +391,694 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 526,850 $62.9M 0.3% +10,567 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 400,225 $47.8M 0.01% +62,338 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 380,048 $45.3M 0.06% +64,659 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 376,333 $44.9M 9.07% +5,982 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 340,032 $40.6M 0.86% +43,354 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 338,142 $40.3M 1.09% +25,070 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 332,316 $39.7M 0.02% +124,491 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 306,818 $36.6M 3.98% +25,006 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 297,856 $35.5M 0.01% -22,137 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 286,374 $34.2M 1.62% +48,555 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 282,662 $33.7M 0.04% +39,262 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 279,801 $33.4M 0.18% +81,827 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 266,532 $31.8M 0.04% -13,231 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 254,366 $30.4M 0.03% +20,403 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 252,643 $30.1M 1.03% +102,587 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 248,342 $29.6M 2.3% -3,372 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 246,665 $29.4M 1.04% +3,153 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 241,617 $28.7M 10.79% +28,659 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 239,034 $28.5M 2.14% +88,270 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 238,886 $28.5M 2.18% +3,007 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 237,209 $28.3M 0.08% -300,065 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 230,500 $27.5M 2.99% +1,095 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 230,374 $27.5M 1.17% +4,181 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 223,586 $26.7M 3.06% +3,818 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 223,525 $26.7M 15.64% +22,121 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 201,388 $24M 14% -53,156 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 201,238 $24M 5.01% -7,046 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 199,635 $23.8M 0.27% +34,584 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 194,548 $23.2M 2.64% +93,342 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 173,674 $20.7M 0.37% +67,346 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 173,491 $20.7M 0.15% -211,414 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 170,165 $20.3M 0.49% +49,819 13F-HR Timeline Group Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 168,947 $20.2M 9.8% 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 166,619 $19.9M 10.14% +2,771 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 166,557 $19.9M 0.35% +15,724 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 162,175 $19.4M 0.22% +23,531 13F-HR Timeline Group Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 157,953 $18.8M 7.7% +9,858 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 156,955 $18.7M 0.21% -38,793 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 156,241 $18.6M 0.35% +29,887 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 148,367 $17.7M 1.05% +90,790 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 146,851 $17.5M 0.07% +4,759 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 145,039 $17.3M 6.92% +7,296 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 142,945 $17.1M 7.15% +1,898 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 142,368 $17M 5.84% +32,798 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 107,998 $12.9M 0.26% -9,915 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 106,618 $12.7M 0.19% -852 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 106,101 $12.7M 0.41% +57,149 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 101,438 $12.1M 1.83% +34,785 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 100,162 $12M 1.34% -316,930 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 99,490 $11.9M 0.25% +7,066 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 99,195 $11.8M 0.97% +23,554 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 99,074 $11.8M 1.64% +37,352 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 96,409 $11.4M 0.28% +20,269 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 92,100 $11M 0.03% +11,408 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 91,204 $10.9M 4.39% +6,476 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 90,006 $10.7M 3.49% -1,764 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 89,894 $10.7M 5.86% +14,180 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 89,269 $10.7M 0.02% -168,216 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 89,058 $10.6M 2.22% +40,163 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 88,676 $10.6M 1.27% +19,103 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 87,151 $10.4M 0.77% -81,854 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 84,848 $10.1M 4.36% +4,666 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 83,294 $9.94M 1.56% +31,639 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 82,801 $9.88M 1.21% +30,569 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 82,658 $9.86M 6.14% -66,912 13F-HR/A Timeline EWA, LLC More: the full row for EWA, LLC 80,627 $9.62M 2.35% +23,899 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 80,006 $9.55M 3.82% +2,745 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 78,877 $9.41M 0.31% +8,771 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 78,568 $9.37M 2.15% +2,433 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 78,505 $9.37M 5.16% +19,342 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 74,753 $8.96M 1.04% +4,676 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 74,088 $8.84M 3.22% +1,866 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 73,480 $8.77M 0.21% +22,553 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 72,981 $8.71M 1.28% +11,078 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 72,777 $8.68M 3.8% +1,107 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 71,920 $8.58M <0.01% -58 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 71,812 $8.57M 0.19% +6,712 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 71,241 $8.5M 0.05% +17,180 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 71,160 $8.49M 2.07% +31,207 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 69,943 $8.35M 7.48% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 68,988 $8.23M 2.93% +2,203 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 68,984 $8.23M 0.35% +8,441 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 67,918 $8.1M 0.79% +8,112 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 67,399 $8.07M 2.35% +2,806 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 66,735 $7.96M 0.6% +3,594 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 65,477 $7.81M 2.63% -54,394 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 65,254 $7.79M 0.41% +4,063 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 65,134 $7.77M 5.99% +8,940 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 65,124 $7.77M 5.33% +6,190 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 64,690 $7.72M +8,153 Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 64,075 $7.65M 0.86% -1,871 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 63,003 $7.52M 5.02% new 13F-HR/A Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 62,854 $7.5M 1.96% +22,165 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 61,943 $7.39M 0.12% -12,866 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 60,774 $7.25M 0.13% +1,974 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 60,134 $7.18M 4.31% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 59,349 $7.08M 3.45% +18,277 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,047 $7.05M 0.31% -649 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 59,045 $7.05M 3.88% +24,273 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 58,878 $7.03M 3.23% +30,228 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 58,661 $7M 0.08% +25,039 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/ 58,517 $6.98M 0.01% +30,648 13F-HR Timeline Group THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 58,190 $6.94M 2.86% +11,193 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 57,095 $6.81M 0.13% +2,153 13F-HR Timeline Group Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 55,251 $6.59M 2.24% +5,115 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 54,189 $6.47M 0.09% +17,412 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 53,705 $6.41M 1.56% +19,237 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 52,759 $6.3M 0.17% +5,938 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 51,594 $6.16M 0.84% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 50,946 $6.08M 0.29% +9,605 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 49,767 $5.94M <0.01% +44,249 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 49,689 $5.93M 0.11% +1,436 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49,271 $5.88M 0.14% -3,796 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 49,206 $5.87M 2.64% +1,753 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 49,051 $5.85M 1.76% +19,869 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 48,653 $5.81M 1.19% -1,115 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,306 $5.76M 0.07% +159 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 48,162 $5.75M 3.7% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 47,842 $5.71M 0.05% +45,774 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 47,014 $5.61M 0.05% +3,249 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 46,879 $5.59M 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 46,175 $5.51M 0.88% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 46,129 $5.5M 1.56% +3,547 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 45,823 $5.47M 1.81% +17,896 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 44,477 $5.32M 0.05% +38,218 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 43,100 $5.14M 0.71% +18,456 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 42,621 $5.09M 2.28% +16,656 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 42,588 $5.08M 0.38% -8,133 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 42,240 $5.04M 0.7% +1,000 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 42,027 $5.01M 1.17% +13,172 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 41,840 $4.99M 0.01% +15,738 13F-HR Timeline Group IFC & Insurance Marketing, Inc. 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