Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,041,385 $778M 1.86% +42,732 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,897,206 $443M 0.18% +178,724 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,902,746 $294M 11.17% -2,468 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,784,720 $275M 0.31% -31,254 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,656,856 $256M 0.35% -41,392 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,632,044 $252M 0.31% +164,266 13F-HR Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 1,512,875 $233M 0.8% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,022,768 $158M 0.27% +279,997 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,015,203 $157M 0.02% -84,100 13F-HR Timeline Group 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 792,335 $122M 0.02% -21,156 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 783,926 $121M 0.07% +48,758 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 766,661 $118M 0.01% +1,065 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 719,961 $111M 1.77% +61,413 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 611,851 $94.4M 0.05% -7,784 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 518,248 $80M -8,631 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 483,515 $74.6M 0.02% +7,526 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 449,540 $69.4M 0.38% -9,037 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 411,759 $63.5M 0.01% +6,503 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/ 350,777 $54.1M <0.01% +30,793 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 357,846 $53.8M 0.16% +182,268 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 342,925 $52.9M +4,718 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 284,050 $43.8M 0.13% -65,594 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 283,898 $43.8M 1.07% -3,432 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 283,383 $43.7M 0.02% -30,591 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 236,988 $36.6M 0.05% -16,701 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 23,478 $36.2M 4.39% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 223,565 $34.5M 0.04% -29,959 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 220,725 $34.1M 0.03% -475 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 217,088 $33.5M 0.03% +8,812 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 213,717 $33M 0.04% +7,593 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 212,812 $32.8M 0.02% -5,698 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 205,418 $31.7M 0.46% -933 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 194,304 $30M 0.03% +7,992 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 177,618 $27.5M 0.75% -3,254 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 171,374 $26.4M 0.01% +12,700 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 170,488 $26.2M 0.37% +2,636 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 169,612 $26.2M 1.93% -10,084 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 165,467 $25.5M <0.01% -13,454 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 165,000 $25.5M 0.09% +5,000 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 81,397 $24.3M 0.02% -34,986 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 139,872 $21.5M <0.01% +2,181 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 135,927 $21M 0.18% -405 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 124,832 $19.3M 1.83% +933 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 120,040 $18.5M 0.18% +442 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119,118 $18.4M 0.02% +12,049 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 118,364 $18.3M 3.89% +623 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 113,969 $17.6M 2.04% +13,645 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 105,235 $16.2M 2.46% -493 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 100,174 $15.5M 1.53% -1,148 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 95,521 $14.7M <0.01% +3,101 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 95,252 $14.7M +9,504 Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 94,513 $14.6M 0.36% +1,570 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 89,587 $13.8M 0.92% +3,932 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 82,953 $12.8M 4.93% +48 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 82,340 $12.7M 0.16% -1,182 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 80,907 $12.5M 0.14% -22,674 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 80,798 $12.5M 0.13% +32 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 78,172 $12M 6.28% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 75,961 $11.7M 1.14% -1,551 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 75,705 $11.7M 0.25% -129 13F-HR Timeline 25 LLC More: the full row for 25 LLC 74,838 $11.5M 3.16% -424 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 73,774 $11.4M 0.99% +17,170 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 72,368 $11.2M 0.05% +523 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 70,424 $10.9M 1.5% +11 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 70,266 $10.8M 1.66% -575 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 70,063 $10.8M 1.81% +2,047 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 68,442 $10.6M 0.11% -4,923 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 68,320 $10.5M 0.13% +4,725 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 67,996 $10.5M 0.92% +33,254 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 67,500 $10.4M 0.01% -206,875 13F-HR/A Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 67,205 $10.4M 4.38% -834 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 66,974 $10.3M <0.01% +16,846 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 66,693 $10.3M 2.59% -504 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 66,466 $10.3M 0.64% -1,344 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 66,359 $10.2M 3.42% +3,437 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 65,752 $10.1M 0.12% -590 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 64,913 $10M 1.1% -9,698 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 64,663 $9.98M 0.01% +3,667 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 64,646 $9.97M 2% +6,495 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 64,256 $9.91M 1.08% -1,143 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 63,978 $9.87M 0.93% +1,813 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 63,816 $9.85M 0.53% -3,887 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 63,295 $9.77M 0.04% +289 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 62,395 $9.63M 0.61% -418 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,358 $9.47M 0.01% -1,118 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,549 $9.34M 0.01% +492 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 60,312 $9.17M 1.68% -829 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 55,139 $8.51M 0.11% +22,504 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 54,546 $8.42M 0.07% +4,809 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 50,360 $7.77M 6.59% +4,471 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 49,945 $7.71M 1.11% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 48,603 $7.5M 1.34% +6,518 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 48,568 $7.49M 4.69% +689 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 48,358 $7.46M 3.9% +862 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 47,826 $7.38M 0.93% -665 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 47,746 $7.37M <0.01% +15,303 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 47,588 $7.34M 0.46% -39,936 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 46,689 $7.2M 0.19% -2,005 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 49,241 $7.18M <0.01% +24,315 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 45,219 $6.98M 0.35% -24,302 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 44,087 $6.81M 0.99% -1,519 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 43,690 $6.74M 0.08% -430 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 43,400 $6.7M 0.02% -2,163 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 43,099 $6.65M 0.03% -1,061 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 42,809 $6.61M 0.58% -2,132 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 42,746 $6.6M 1.81% +1,155 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 41,789 $6.45M 4.31% new 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 41,063 $6.34M 2.79% -557 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 40,769 $6.29M 0.08% -5,965 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 40,614 $6.27M 0.38% +6,098 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 40,487 $6.25M 1.13% +896 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 40,384 $6.23M 1.02% +1,187 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 39,355 $6.07M 0.28% +37,898 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 39,135 $6.04M 3.23% +709 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 38,475 $5.94M 1.3% -1,328 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,321 $5.91M 0.01% +343 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 38,182 $5.89M 0.03% +4,183 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 38,004 $5.86M <0.01% +4,959 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 29,016 $5.83M 0.9% +3,258 13F-HR/A Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 36,706 $5.66M 2.88% -1,471 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 36,104 $5.57M 0.37% -1,735 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,885 $5.54M 0.13% +350 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 35,745 $5.52M 0.21% +606 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 35,565 $5.49M 1.31% +713 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35,380 $5.46M 2.71% -120 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 35,258 $5.33M +16,542 Timeline NWAM LLC More: the full row for NWAM LLC 34,344 $5.3M 0.26% +1,137 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 33,046 $5.1M 4.01% +331 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 32,798 $5.06M 3.35% +24 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 32,550 $5.02M 2.14% +234 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 32,020 $4.94M 1.86% -747 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 31,747 $4.9M 0.62% -953 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30,905 $4.77M 0.36% -942 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,695 $4.74M 0.01% +4,684 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 30,650 $4.73M 0.25% -311 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,297 $4.67M 0.07% +589 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 30,255 $4.67M 0.04% +1,008 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 29,652 $4.58M 3.08% +2,069 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 29,643 $4.57M 1.79% -659 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 29,614 $4.57M 0.02% -54,027 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 29,455 $4.54M 1.49% +26,805 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 28,631 $4.42M 0.37% -22 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,459 $4.39M 0.04% -19 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 28,289 $4.36M 0.44% +4 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 28,194 $4.35M 0.41% -352 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 28,049 $4.32M 0.5% +1,592 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 27,900 $4.3M 0.23% +31 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 27,713 $4.28M 1.46% -4,017 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 27,479 $4.24M 0.22% +195 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 27,408 $4.23M 0.2% -154 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 27,031 $4.17M 0.34% +278 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 26,742 $4.13M 0.92% +999 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 26,713 $4.12M 3.3% +23,540 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 25,712 $3.97M 1.52% +971 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 25,683 $3.96M 0.45% -4 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,597 $3.95M 0.02% +9,456 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 25,224 $3.89M <0.01% -119,574 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 24,698 $3.81M 0.19% 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 24,185 $3.73M 0.78% -140 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 23,492 $3.62M 0.55% -8,068 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 23,375 $3.61M 2.31% +5,287 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,214 $3.58M 2.19% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 23,136 $3.57M 1.71% -1,009 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 23,054 $3.56M 0.51% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 22,724 $3.51M 1.46% +3,838 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,709 $3.5M 0.02% +92 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 22,754 $3.48M 1.01% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 22,521 $3.48M 1.05% -1,549 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 22,516 $3.47M <0.01% -122,047 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,074 $3.41M <0.01% +13,256 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 21,945 $3.39M 0.16% +494 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 21,931 $3.38M -1,107 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,906 $3.38M 0.09% -905 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,796 $3.36M 0.11% +6,073 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 21,549 $3.32M 1.65% +1,995 13F-HR Timeline TD Waterhouse Canada Inc. 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