SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 80,055 $4.05M 0.11% +11,583 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 80,148 $4.05M 0.96% +1,236 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 79,932 $4.04M 0.53% -3,406 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 79,504 $4.02M 1.5% +4,058 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 79,380 $4.02M 0.39% +3,575 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 79,291 $4.01M 0.05% +11,657 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 79,213 $4.01M 0.04% +36,977 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 78,989 $4M 1.14% -3,028 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 78,977 $3.99M 1.09% +1,538 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 78,356 $3.96M 0.08% +3,256 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 77,904 $3.94M 0.26% +39,536 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 77,736 $3.93M 0.32% -10,918 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 76,984 $3.89M 0.1% +4,040 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 76,360 $3.86M 0.06% -9,871 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 75,502 $3.82M 0.19% +6,663 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 75,350 $3.81M 0.85% +9,867 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 75,071 $3.8M 0.02% +8,832 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 74,331 $3.76M 0.08% +12,475 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 73,659 $3.73M 0.5% +9,721 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 73,355 $3.71M 0.39% +20,631 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 73,067 $3.7M 0.01% -975 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 72,940 $3.69M 0.18% -7,045 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 71,798 $3.63M 0.08% -4,646 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 71,720 $3.63M 1.28% +5,003 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 71,243 $3.6M 0.11% -106 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 71,104 $3.6M 1.97% +8,894 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 70,525 $3.57M 0.35% -2,200 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 70,242 $3.55M 1.25% +2,446 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 70,092 $3.55M 0.73% -13,475 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 69,749 $3.53M 2.84% +10,440 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 69,201 $3.5M 0.54% +3,671 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 69,173 $3.5M 2.45% +14,125 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 69,035 $3.49M 0.14% +8,966 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 68,832 $3.48M 0.87% +1,740 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 68,689 $3.47M 0.28% +77 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 68,328 $3.46M 0.07% new 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 67,836 $3.43M 1.22% +8,158 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 67,104 $3.39M 0.57% +52,556 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 66,942 $3.39M 1.16% +3,540 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 66,426 $3.36M 0.41% +1,603 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 66,388 $3.36M 0.1% -48 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 66,319 $3.35M 0.92% -6,391 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 66,230 $3.35M 1.78% -5,242 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 66,228 $3.35M 1.38% -612 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 66,144 $3.35M 0.94% +3,833 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 65,977 $3.34M 0.14% -1,089 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 65,548 $3.32M 0.25% -1,031 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 65,220 $3.3M 0.06% +30,758 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 64,684 $3.27M 0.05% +1,771 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 64,600 $3.27M 0.48% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 64,314 $3.25M 1.2% +210 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 63,573 $3.22M 1.06% -3,355 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 63,432 $3.21M 0.04% -11,497 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 63,210 $3.2M 2.17% -364 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 62,715 $3.17M 0.36% +4,418 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 63,367 $3.17M 0.85% +40 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 62,530 $3.16M 1.29% +224 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 62,527 $3.16M 0.36% -2,466 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 62,145 $3.14M 0.83% +1,559 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 62,046 $3.14M 2.18% +1,468 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 61,717 $3.12M 0.23% +6,575 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 61,257 $3.1M 1.54% +32,560 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 60,827 $3.08M 0.98% -6,804 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 60,691 $3.07M 0.1% -705 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 60,330 $3.05M 1.06% +10,077 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 60,180 $3.04M 0.98% +2,500 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 60,035 $3.04M 0.22% +3,572 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 59,993 $3.03M 0.77% +493 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 59,616 $3.02M 0.07% +1,715 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 59,505 $3.01M 0.85% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 59,485 $3.01M 0.3% -7,310 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 59,478 $3.01M 0.35% +13,758 13F-HR Timeline Trust Co More: the full row for Trust Co 59,421 $3.01M 0.27% -185 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 60,045 $3M 0.48% +7,963 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 59,115 $2.99M 0.57% +671 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 58,856 $2.98M <0.01% -11,689 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 58,752 $2.97M 0.13% +30,294 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 58,482 $2.96M 0.17% 0 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 57,120 $2.89M 1.85% new 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 57,113 $2.89M 0.04% -23,617 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 57,003 $2.88M 1.08% -6,899 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 56,990 $2.88M 0.37% -34,690 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 56,877 $2.88M 0.03% +6,725 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 56,827 $2.87M 0.02% +1,573 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 56,704 $2.87M 0.27% -395 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 56,614 $2.86M 1.65% +1,825 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 56,575 $2.86M 0.56% +7,947 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 56,266 $2.85M 0.1% -850 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 56,241 $2.84M 0.24% +21,835 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 56,075 $2.84M 0.08% +1,948 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 55,962 $2.83M 0.1% -1,880 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 55,811 $2.82M 0.27% +9,016 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 55,210 $2.79M 0.59% +8,938 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 55,808 $2.78M 0.11% +38,948 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 54,688 $2.77M 1.57% +10,306 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 54,625 $2.76M 0.29% +1,526 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 54,499 $2.76M 0.8% +2,051 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 54,235 $2.74M 0.05% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 54,081 $2.74M 0.32% -16,711 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 53,422 $2.7M 0.26% -1,356 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 53,297 $2.7M 0.55% +11,015 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 53,065 $2.68M 0.34% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 53,058 $2.68M 0.26% +1,204 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 52,550 $2.66M 0.04% +3,694 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 52,447 $2.65M 0.07% +9,720 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 52,451 $2.65M 1.46% +1,063 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 52,266 $2.64M 0.02% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 52,226 $2.64M 0.12% +11,389 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 52,205 $2.64M <0.01% -24,908 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 52,139 $2.64M -2,681 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 52,025 $2.63M 0.07% +2,424 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 51,762 $2.62M 0.5% -1,773 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 51,756 $2.62M 0.82% +1,318 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 51,674 $2.61M 0.16% +3,545 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 51,601 $2.61M 0.17% -40 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51,419 $2.6M 0.51% +19,114 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 51,288 $2.59M 2.09% +21,621 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 50,923 $2.58M 0.05% -19,076 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 50,735 $2.57M 0.06% -129,798 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 50,570 $2.56M 0.3% +7,630 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 50,139 $2.54M 0.29% -3,833 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 50,137 $2.54M 0.03% +8,138 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 50,090 $2.53M 0.74% +1,302 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 49,826 $2.52M 0.76% -1,245 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 49,593 $2.51M 0.42% +3,112 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 49,416 $2.5M 0.19% -66 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 48,611 $2.46M 0.01% +13,980 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 48,472 $2.45M 0.45% new 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 48,395 $2.45M 0.69% +665 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 48,272 $2.44M 0.51% -1,766 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 48,257 $2.44M 0.57% -276 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 49,290 $2.44M 0.05% -23,651 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 48,067 $2.43M 1.82% +2,524 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 47,994 $2.43M 0.85% -30,072 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 47,755 $2.42M 0.63% +3,399 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 47,568 $2.41M 0.99% -1,031 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 47,535 $2.4M 0.08% +43,735 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 47,259 $2.39M 0.74% +2,060 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 47,215 $2.39M 0.31% +1,310 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 47,117 $2.38M 1.7% -209,689 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 46,741 $2.36M 0.19% 0 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 46,889 $2.35M 1.34% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 46,300 $2.34M 0.17% -5,851 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 46,125 $2.33M 1.08% +19,876 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 45,871 $2.32M 0.13% -9,750 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 45,589 $2.31M 0.05% -215 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 45,530 $2.3M 0.05% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 45,386 $2.3M 1.69% +3,706 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 45,290 $2.29M 0.03% -1,713 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 45,081 $2.28M 0.06% -2,165 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 44,471 $2.25M 0.72% +514 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 44,339 $2.24M 1.3% +6,832 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 44,196 $2.24M 0.35% -578 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 44,136 $2.23M 0.06% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 44,072 $2.23M 0.61% -367 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 43,593 $2.2M 0.58% -90 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 43,486 $2.2M 0.75% -10,816 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 43,428 $2.2M 0.88% -8,112 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 43,110 $2.18M 0.12% -4,619 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 43,100 $2.18M 0.67% +3,770 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 42,677 $2.16M 0.68% +3,198 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 42,389 $2.14M 0.25% -2,877 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 42,299 $2.14M 1.11% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 42,050 $2.13M 0.54% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 41,159 $2.08M 0.25% -6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 40,974 $2.07M 0.26% +832 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 40,973 $2.07M 0.62% +1,260 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 40,908 $2.07M 0.55% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 40,872 $2.07M 0.28% -9,608 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 40,780 $2.06M 1.04% +21,815 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 40,676 $2.06M 0.64% +28,482 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 40,612 $2.05M 0.05% +13,115 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 40,393 $2.04M 0.29% +9,754 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 40,134 $2.03M 0.27% +1,760 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 39,902 $2.02M 0.04% +10,061 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 39,806 $2.01M 0.11% +5,716 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 39,715 $2.01M 0.96% +4,555 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 39,652 $2.01M 0.01% -179 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 39,316 $1.99M 0.16% +2,760 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 39,113 $1.98M 0.23% +1,551 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 38,641 $1.95M 1.13% +1,741 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 38,477 $1.95M 0.13% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 38,465 $1.95M 0.84% +2,971 13F-HR Timeline Miller Capital Partners, Inc. 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