ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,305,221 $182M +112,499 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,370,895 $131M <0.01% +40,235 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 970,064 $53.5M 0.01% +72,139 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 876,093 $48.4M 0.04% +45,550 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 520,923 $27.8M <0.01% +19,970 13F-HR/A Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 371,876 $20.5M 0.02% +13,949 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 310,256 $17.1M 0.13% +4,766 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 290,020 $16M 0.07% +2,468 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 229,221 $14.2M 0.21% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 232,254 $12.8M 0.01% +3,668 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 227,786 $12.6M 4.37% -13,890 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 165,104 $9.11M 0.03% -17,980 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 155,960 $8.61M 0.48% -4,610 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 137,108 $7.57M <0.01% +16,450 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 133,772 $7.38M <0.01% +15,662 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 131,211 $7.24M <0.01% -50,763 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 129,642 $7.16M <0.01% +9,731 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 126,785 $7M 1.06% +7,719 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 106,085 $5.86M 0.01% +21,878 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 104,099 $5.75M 4.03% +1,507 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/ 103,795 $5.73M <0.01% +246 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 100,458 $5.55M 0.06% -4,160 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 96,470 $5.33M 0.01% +569 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 95,906 $5.29M 0.03% +61,065 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 93,966 $5.19M 0.02% +32,258 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 93,408 $5.16M 2.34% +10,182 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 85,845 $4.74M 1.99% +77,874 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 81,964 $4.46M 0.01% -2,022 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 78,747 $4.35M 0.01% +1,224 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 77,300 $4.27M 0.01% -12,700 13F-HR/A Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 73,467 $4.06M 0.2% +14,616 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 72,193 $3.99M 0.5% -2,360 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 71,447 $3.94M 3.26% +5,893 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 70,646 $3.9M 0.21% -1,452 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 69,421 $3.83M 0.51% +897 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 68,225 $3.77M 1.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 67,306 $3.72M 0.01% -1,516 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 66,456 $3.67M <0.01% -12,530 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 64,975 $3.59M 0.61% +1,411 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 62,838 $3.47M 0.03% +40,129 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,405 $3.28M 0.01% -1,327 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 58,260 $3.22M 0.49% +24,486 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,618 $3.18M <0.01% +4,150 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 55,706 $3.1M 0.05% +20,185 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55,868 $3.08M 0.01% +8,833 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,617 $2.96M 0.02% +979 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 53,270 $2.94M 0.85% -2,643 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 51,564 $2.85M 0.19% +470 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 50,602 $2.79M 0.1% +896 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 42,655 $2.72M 0.37% -868 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 48,398 $2.67M -1,679 Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 48,204 $2.66M 0.7% +5,152 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 47,904 $2.64M 1.7% -47,883 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 45,746 $2.53M 0.02% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 45,274 $2.5M 0.43% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 44,836 $2.47M 0.02% -5,652 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 42,943 $2.37M -1,585 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 41,165 $2.37M 0.02% -440 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 42,555 $2.35M 0.41% +1,580 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,168 $2.27M 0.01% -207 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 40,680 $2.25M 0.71% -1,899 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 39,030 $2.15M <0.01% +5,834 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 38,685 $2.14M 0.29% -239 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 38,471 $2.12M 0.01% +14,565 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 37,594 $2.08M 0.72% +2,674 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,746 $2.03M 0.02% +11,776 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 35,691 $1.97M 1.36% +9,160 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 35,689 $1.97M 0.04% +3,133 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,668 $1.97M 0.01% -2,869 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 34,897 $1.93M 0.81% +7,293 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 34,476 $1.9M 0.02% +15 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 32,523 $1.8M 1.49% +271 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 31,046 $1.71M 0.18% +176 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 29,588 $1.63M 0.05% -640,667 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 29,445 $1.63M 0.07% +2,392 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 29,247 $1.61M <0.01% +8,938 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 28,405 $1.58M <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 26,550 $1.47M 0.01% +1,652 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 26,493 $1.46M 0.12% -1,322 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 26,236 $1.45M 0.97% +205 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 25,813 $1.42M <0.01% +4,396 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,918 $1.33M 0.01% +1,381 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 22,714 $1.25M 0.02% +80 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 21,690 $1.2M 0.11% +48 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,487 $1.19M <0.01% +1,320 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 21,190 $1.17M 0.44% +4,091 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,982 $1.16M 0.02% -346 13F-HR/A Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 20,769 $1.15M 0.67% +299 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 20,162 $1.11M 0.31% -1,141 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 19,832 $1.09M 0.34% -20 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,269 $1.06M 0.03% +13,940 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 19,169 $1.06M 0.18% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,361 $1.01M 0.02% +346 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 18,188 $1M 0.49% +1,603 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,397 $960K <0.01% -240 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 16,871 $931K 0.07% +670 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 16,665 $920K 0.21% +494 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,498 $911K <0.01% -1,058 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,250 $897K 0.03% +11,147 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,376 $849K 0.02% +325 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,210 $840K 0.02% -24 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,072 $832K 0.01% +2,952 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,903 $823K 0.1% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 14,635 $808K 0.24% -378 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,615 $807K 0.08% +40 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,304 $790K 0.01% +36 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,866 $765K 0.04% -435 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,574 $749K 0.02% -307 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,767 $741K <0.01% +6,653 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,049 $720K 0.01% -183 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 12,879 $711K +2,192 Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,821 $708K 0.01% +3,929 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,558 $693K 0.02% +5,509 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,552 $693K 0.03% +273 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,008 $691K -2,055 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,910 $657K 0.01% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,548 $643K 0.56% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,633 $642K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,588 $640K 0.01% -487 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,492 $634K <0.01% -45 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 11,346 $626K 0.28% -787 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,974 $625K 0.27% +199 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,324 $625K 0.05% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,254 $621K <0.01% -5,525 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,559 $583K <0.01% +2,802 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,492 $582K 0.02% -1,104 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 10,470 $578K 0.14% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,906 $547K 0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,749 $538K 0.01% -448 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 9,736 $537K 0.16% +19 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,662 $533K 0.03% +4,790 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,522 $533K <0.01% -14,337 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,369 $517K 0.01% +749 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 9,292 $513K 0.2% -159 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,290 $513K 0.01% +116 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,108 $503K 0.01% +1,124 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 8,837 $488K 0.25% -14 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 8,802 $486K 0.33% +49 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 8,572 $473K 0.09% -1,621 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 8,456 $467K 0.31% -2,475 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 8,456 $467K 0.03% -2,475 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 8,323 $459K 0.21% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 8,316 $459K 0.12% -33 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,232 $454K 0.01% +290 13F-HR/A Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 8,221 $454K 0.16% -30 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,189 $452K 0.03% -25 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,087 $446K 0.01% +1,702 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 9,521 $444K 0.35% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6,954 $442K 0.06% +6,490 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,934 $438K 0.13% +2,531 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,902 $436K 0.01% +3,528 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 7,574 $436K 0.04% -600 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,800 $431K <0.01% -600 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 7,648 $422K 0.13% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,532 $416K <0.01% +311 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,405 $409K 0.12% +1,205 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 7,382 $407K 0.05% +24 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 7,354 $406K 0.22% -496 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,219 $398K 0.09% +888 13F-HR Timeline EQ LLC More: the full row for EQ LLC 7,128 $393K 0.11% +674 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,018 $387K 0.16% -1,541 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,927 $382K 0.03% +15 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,820 $376K 0.19% -370 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,538 $361K 0.08% -126 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,514 $360K 0.04% +383 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,494 $358K 0.11% +539 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,453 $356K 0.12% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,440 $355K <0.01% -853 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,345 $350K <0.01% -256 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 6,019 $332K 0.1% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,978 $330K 0.05% -2,478 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,263 $327K 0.01% +334 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 5,850 $323K 0.28% +55 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 5,743 $317K 0.08% -9 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,742 $317K 0.01% -5,142 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,646 $312K 0.02% +138 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,528 $305K 0.32% -392 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,466 $302K 0.02% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,419 $299K 0.05% -1,600 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,434 $294K 0.03% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,322 $294K 0.08% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,282 $292K 0.01% +865 13F-HR Timeline NORTHLAND SECURITIES, INC. 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