Creative Planning in group Creative Planning More: the full row for Creative Planning 45,354,564 $1.37B 1.17% +2,140,455 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 32,109,859 $969M 0.07% +7,071,441 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,023,854 $242M 3.37% +286,606 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,522,959 $227M 0.08% +478,138 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,519,028 $227M 0.01% +1,194,093 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,917,217 $148M 0.01% +5,762 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,157,783 $126M -451,179 Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,845,566 $116M 3.62% +9,803 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,799,251 $115M 0.2% -326,449 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,492,076 $105M <0.01% +286,709 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,463,300 $74.4M 0.1% -1,184,400 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,394,657 $72.3M 0.02% +39,194 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,197,330 $66.3M 4.39% -134,262 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,194,515 $66.3M 4.77% +1,106,340 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,047,345 $61.8M 0.02% +569,101 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,043,547 $61.7M 5.43% +69,574 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,931,260 $58.3M +69,494 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,871,909 $56.5M 0.04% +266,367 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,793,532 $54.1M 0.01% -83,120 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,774,125 $53.6M 0.01% -98,411 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,728,456 $52.2M 0.08% +17,789 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,564,923 $47.2M 5.19% -32,393 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,344,119 $40.6M 0.07% +136,157 13F-HR/A Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,336,587 $40.4M 0.02% -117,407 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,334,361 $40.2M 0.1% -533,850 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,328,635 $40.1M 18.23% +88,018 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,196,955 $36.1M 5.61% +31,631 13F-HR/A Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,085,013 $32.8M 3.59% -15,326 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,070,549 $32.3M 2.91% +765 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,069,164 $32.3M 2.87% +60,106 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,060,026 $32M 4.94% +23,409 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,050,095 $31.7M 2.5% 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,041,019 $31.4M 5.42% -92,272 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,016,953 $30.7M 11.45% +114,001 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,000,822 $30.2M 0.06% +267,000 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 980,896 $29.6M 10.91% +46,659 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 968,086 $29.2M 0.05% +82,382 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 967,366 $29.2M 0.32% -466,579 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 943,302 $28.5M 0.51% +97 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 881,003 $26.6M 18.07% +101,286 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 789,909 $23.8M 3.29% -34,931 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 772,023 $23.3M 6.68% +46,226 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 748,209 $22.6M 1.78% -126,072 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 725,125 $21.9M 0.35% +66,942 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 721,724 $21.8M <0.01% -15,352 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 717,251 $21.7M 0.08% +57,005 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 705,285 $21.3M 0.53% +119,637 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 705,043 $21.3M 1.31% +126,073 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 700,164 $21.1M 4.39% -31,389 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 663,656 $20M 5.06% +6,415 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 644,512 $19.5M 1.29% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 637,452 $19.2M 0.47% -392,696 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 629,356 $19M 0.1% +48,585 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 610,984 $18.4M 4.29% -24,296 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 598,935 $18M 0.03% -11,527 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 558,568 $16.9M 0.07% -119,778 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 556,678 $16.8M 1.35% -7,658 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 544,271 $16.4M 0.04% -103,954 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 536,939 $16.2M <0.01% +532 13F-HR/A Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 535,603 $16.2M 0.19% -7,753 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 534,908 $16.1M 2.77% +23,050 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 531,557 $16M 0.01% -17,069 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 493,172 $14.9M 0.02% -677 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 490,929 $14.8M 0.08% -37 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 487,335 $14.7M 7.8% -8,291 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 476,742 $14.4M 4.83% -96,457 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 469,529 $14.2M 5.52% +314,988 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 464,851 $14M 12.08% -741 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 453,770 $13.7M 0.65% -28,054 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 450,568 $13.6M 1.72% -44,465 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 443,195 $13.4M 0.08% -14,548 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 442,884 $13.4M 0.23% +1,639 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 437,579 $13.2M 0.41% +32,712 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 436,472 $13.2M 2.29% +28,243 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 426,120 $12.9M 0.02% +146,973 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 427,035 $12.9M 0.21% +12,132 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 425,000 $12.8M 0.03% -513,192 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 424,522 $12.8M 3.12% +38,977 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 421,198 $12.7M 0.15% -125,019 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 406,241 $12.3M 5.4% +6,167 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 397,388 $12M 0.28% +103,868 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 397,127 $12M 4.51% +2,973 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 390,971 $11.8M 3.23% +11,726 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 389,118 $11.7M 0.25% +1,876 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 374,889 $11.3M 1.18% -1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 365,000 $11M <0.01% +77,895 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 359,784 $10.9M 0.68% +7,305 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 341,316 $10.3M 0.01% -6,021 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 337,163 $10.2M 1.88% +22,363 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 330,647 $9.98M 0.07% new 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330,028 $9.96M <0.01% -18,316 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 322,586 $9.74M 0.7% -3,979 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. 318,290 $9.61M 0.03% -34,060 13F-HR Timeline Group Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 307,307 $9.28M 3.47% +40,855 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 301,469 $9.1M 0.47% +1,975 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 294,499 $8.89M 0.07% +39,462 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 285,452 $8.62M 0.03% -178,060 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 284,158 $8.58M 2.55% +5,941 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 279,794 $8.29M 5.32% +6,140 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 246,521 $7.44M 0.41% -108,578 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 245,481 $7.41M 2.61% -3,296 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 228,061 $6.88M 0.08% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 226,869 $6.85M 0.42% +14,115 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 223,924 $6.72M 1.23% +23,262 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 221,239 $6.68M 0.45% -7,013 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 218,948 $6.61M 0.02% +43,304 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 218,520 $6.6M 2.05% +28,251 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 217,747 $6.57M 0.17% -4,878 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 212,799 $6.42M 0.15% -13,117 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 206,127 $6.22M 3.59% +13,994 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 204,584 $6.18M 0.07% 0 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 200,144 $6.04M 1.16% +22,231 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 199,669 $6.03M 1.2% -1,363 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 199,514 $6.02M 0.01% +23,811 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 197,979 $5.98M +11,193 Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 197,828 $5.97M 2.34% +79,523 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 196,957 $5.95M 0.38% +43,240 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 196,864 $5.94M 0.03% +17,754 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 190,691 $5.8M 0.04% +140,050 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 189,522 $5.72M 0.08% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 187,497 $5.66M 0.49% -1,143 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 180,078 $5.44M 0.16% -1,420,644 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 179,490 $5.42M 4.43% +3,213 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 179,230 $5.41M 0.09% new 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 175,802 $5.31M 0.12% +4,478 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 173,962 $5.25M 0.43% +4,059 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 166,344 $5.02M 0.32% -24,062 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 164,998 $4.98M 0.22% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 163,035 $4.92M 1.79% +7,516 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 162,980 $4.92M 0.62% +1,314 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 153,750 $4.64M 0.2% +4,700 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 152,946 $4.6M 1.66% +27,528 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 144,662 $4.37M 0.81% +12,730 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 144,387 $4.36M 0.08% -11,408 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 140,959 $4.26M 0.01% +12,041 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 140,891 $4.25M 0.1% +11,044 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 140,310 $4.24M 0.3% +12,908 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 138,644 $4.19M 0.07% -389 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 137,721 $4.16M 0.03% -8,276 13F-HR Timeline Group BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 137,440 $4.15M 2.79% +980 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 136,507 $4.12M 1.69% -1,335 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 133,717 $4.04M 1.72% -1,054 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 133,426 $4.03M 0.36% +3,744 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 133,305 $4.02M 0.03% +26,898 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 133,139 $4.02M 0.08% +118,375 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 132,094 $3.99M 1.45% -12,038 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 131,182 $3.96M 0.06% -6,007 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 127,698 $3.86M 1.63% +11,916 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 126,541 $3.82M 0.71% -98,336 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 126,457 $3.82M 0.03% -11,477 13F-HR/A Timeline Auour Investments LLC More: the full row for Auour Investments LLC 124,934 $3.77M 1.3% -3,558 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 124,297 $3.75M 2.46% +30,995 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 119,968 $3.62M 1.92% -2,608 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 119,425 $3.61M 0.12% +49 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 118,645 $3.58M 2.7% +390 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 118,228 $3.57M 0.83% -8,580 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 110,756 $3.34M 0.21% +725 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 109,350 $3.3M 0.13% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 108,461 $3.27M 0.45% +11,476 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 108,381 $3.27M 0.04% -1,183 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 107,761 $3.25M <0.01% +61,000 13F-HR Timeline Group Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 106,914 $3.23M 1.62% -4,668 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 106,877 $3.23M 1.2% -174 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 104,130 $3.14M 0.08% +7,373 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 103,421 $3.12M 0.15% +45,676 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 103,171 $3.11M 0.78% +14,778 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 102,871 $3.11M 0.64% +5,261 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 100,652 $3.04M 2.19% -60,046 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 100,507 $3.03M 0.15% -492,526 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 99,654 $3.01M 0.03% +12,931 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 98,689 $2.98M 0.11% +30,320 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 98,358 $2.97M 0.04% -254 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 97,486 $2.94M <0.01% -3,161 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 95,967 $2.9M 0.06% +482 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 95,790 $2.89M 1.83% +12,772 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 94,627 $2.86M <0.01% -7,605 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 93,164 $2.81M 0.02% -422 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 88,574 $2.67M 0.01% -1,798 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 88,144 $2.66M 0.01% +3,837 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 86,194 $2.6M 0.47% +12,987 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 85,633 $2.58M 0.86% +5,679 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 84,684 $2.56M 0.85% +9,192 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 84,184 $2.54M 2.38% 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 84,041 $2.53M 1.22% -27,543 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 81,210 $2.45M 0.04% +25,902 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 79,791 $2.41M 0.32% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 79,675 $2.41M 0.56% -344 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 79,649 $2.4M 0.47% -375 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 79,581 $2.4M 0.06% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 79,297 $2.39M -7,730 Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 78,955 $2.37M 0.89% +3,010 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 78,171 $2.36M 0.32% -1,886 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 74,766 $2.26M 0.71% +4,319 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 74,569 $2.25M 0.17% +3,076 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 74,151 $2.24M 0.1% +30,777 13F-HR Timeline GWN SECURITIES INC. 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