JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 77,274,465 $3.83B 0.29% -1,421,174 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 34,497,385 $1.71B 1.4% +857,098 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 30,909,034 $1.53B -1,767,262 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,149,018 $1.3B 1.22% +1,018,135 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,002,421 $1.14B 0.08% +9,156,432 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,920,470 $1.14B 3.05% -1,568,227 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,689,998 $1.08B 0.41% +912,969 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 16,099,226 $799M 0.12% -1 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 12,580,231 $624M 0.04% -741,912 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 12,247,868 $608M 1.9% -3,285,272 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,645,028 $578M 0.14% -443,339 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/ 10,280,709 $510M 0.05% +368,075 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,110,371 $502M 0.65% +573,662 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,678,079 $431M -1,743,204 Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,068,693 $351M 0.1% +326,372 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,311,011 $313M 0.72% +436,747 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,957,028 $296M 0.12% +545,244 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,235,595 $260M 9.02% +65,231 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,227,304 $259M 0.06% -121,845 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 4,630,555 $230M 4.29% +792,628 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,274,400 $212M 0.25% +2,045,800 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,109,767 $204M 0.42% +110,937 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,946,116 $196M 0.32% +139,131 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,770,215 $187M <0.01% +270,058 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,565,817 $177M 0.24% -17,884 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,532,252 $175M 0.05% -80,689 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,529,097 $175M 0.16% +86,139 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,432,972 $170M 2.15% +96,450 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,142,242 $156M 0.26% +143,898 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,927,533 $145M 0.2% +150,061 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,456,907 $122M 3.17% -93,396 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,423,576 $120M 4.19% -23,419 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,409,046 $120M 0.06% -127,683 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,342,086 $116M 1.48% -20,207 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,295,943 $112M 2.9% +1,741,949 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,013,306 $99.9M 1.17% +38,101 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,727,712 $85.7M 1.02% +108,865 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,710,860 $84.9M 0.02% +234,242 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,704,735 $84.6M 3.4% -230,437 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,687,503 $83.7M 0.19% -1,443,500 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,679,830 $83.4M 0.16% +2,492 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,611,562 $80M 0.62% +75,615 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,606,782 $79.7M 0.15% -323,735 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,473,046 $73.1M 5.99% +72,496 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,466,100 $72.7M 2.34% +90,600 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,424,953 $70.7M 4.57% +68,149 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,390,423 $69M 0.49% -43,745 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,368,394 $67.9M 0.41% +663,517 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,365,745 $65.7M 3.37% +150,087 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,309,625 $65M 0.55% +63,503 13F-HR/A Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,309,625 $65M 1.24% +67,055 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,290,072 $64M +33,160 Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,280,464 $63.5M 12.92% -10,463 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 1,258,445 $62.4M 0.01% +59,188 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,240,481 $61.6M 0.07% +12,032 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,230,605 $61.1M 0.09% -7,519 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,169,258 $58M 15.32% -49,484 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,160,626 $57.6M 21.24% -101,413 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,139,016 $56.5M 0.96% +64,786 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,106,794 $54.9M 0.64% +161,048 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,098,496 $54.5M 2.43% +41,665 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,086,022 $53.9M 10.24% +83,560 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,030,423 $51.1M 0.38% +54,341 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,009,574 $50.1M 0.17% -111,513 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 983,824 $48.8M 0.21% +599,525 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 977,027 $48.5M 0.01% -16,082 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 975,080 $48.4M 0.56% +12,356 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 972,983 $48.3M 2.28% -201,676 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 952,949 $47.3M +670,309 Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 950,489 $47.2M 2.7% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 916,268 $45.5M 2.18% +203,855 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 876,063 $43.5M 3.69% +13,800 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 830,246 $41.2M 0.09% +32,252 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 812,890 $40.3M 11.31% +1,026 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 797,763 $39.6M 2.68% +14,280 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 778,873 $38.6M 0.31% -27,501 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 775,141 $38.5M 3.75% +21,154 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 775,053 $38.5M 1.44% -11,156 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 765,171 $38M 0.06% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 761,250 $37.8M 0.14% -275 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 751,673 $37.3M 5.66% -7,092 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 732,243 $36.3M 6.83% -5,840 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 723,668 $35.9M 1.05% +45,883 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 705,065 $35M 0.06% -132,983 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 682,255 $33.9M 0.46% +4,916 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 671,465 $33.3M 0.41% -2,531 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 650,855 $32.3M 10.23% -4,014 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 658,251 $32.2M 4.63% +18,686 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 657,146 $32M 0.18% +7,712 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 639,311 $31.7M 0.37% 0 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 624,098 $31M 1.05% +2,324 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 587,796 $29.2M 3.26% +96,967 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 579,569 $29M 0.58% +14,745 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 579,726 $28.8M 0.06% -441,691 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 579,006 $28.7M 8.45% +2,210 13F-HR Timeline CX Institutional More: the full row for CX Institutional 577,148 $28.6M 1.08% +113,472 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 576,478 $28.6M 0.04% +38,733 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 550,027 $27.3M 2.02% -170,563 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 549,496 $27.3M 4.07% +7,599 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 549,317 $27.3M 1.12% +8,705 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 546,938 $27.1M 0.33% +10,911 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 557,911 $27.1M 2.68% +19,509 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 536,096 $26.6M 2.84% +19,426 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 533,291 $26.5M 11.19% +12,116 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 514,112 $25.5M 1.78% +67,355 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 477,847 $23.7M 0.27% -47,864 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 474,746 $23.6M 1.35% -36,965 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 469,305 $23.3M 3.63% +50,040 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 466,078 $23.1M 1.68% +1,537 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 461,894 $22.9M 0.73% +56,833 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 448,029 $22.2M 0.09% -111,466 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 443,169 $22M 0.22% -19,519 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 435,683 $21.6M 2.69% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 408,480 $20.3M 0.12% -26,790 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 397,450 $19.7M 2.25% +27,600 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 389,564 $19.3M 0.27% -80,921 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 384,741 $19.1M 4.32% -49,768 13F-HR/A Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 375,484 $18.6M 7.68% -59,953 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 365,718 $18.1M 4.49% +30,172 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 351,255 $17.4M 0.25% +37,667 13F-HR Timeline Group ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 349,867 $17.4M 11.65% +32,888 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 346,865 $17.2M 0.85% +1,262 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 346,642 $17.2M 0.43% -517,311 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 343,887 $17.1M 0.06% -11,287 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 341,787 $17M 0.4% new 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 336,851 $16.7M 5.21% +43,388 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 337,840 $16.4M 0.56% +37,789 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 329,835 $16.4M 2.08% +7,344 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 321,448 $16M 2.72% -77,356 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 318,407 $15.8M 0.97% +1,950 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 317,590 $15.8M 3.69% +22,050 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 316,474 $15.7M 1.35% +652 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 314,677 $15.6M 4.38% +13,710 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 321,424 $15.5M 1.84% +65,454 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 312,127 $15.5M 1.28% +9,674 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 311,811 $15.5M 1.65% +8,759 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 310,924 $15.4M 0.41% +28,163 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 309,064 $15.3M 0.01% +17,467 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 309,000 $15.3M 0.04% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 305,106 $15.1M 4.62% -39,002 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 304,742 $15.1M 0.04% +6,253 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 302,380 $15M 0.42% -50,415 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 300,744 $14.9M 6.93% -1,121 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 297,035 $14.7M 14.29% +15,365 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 303,756 $14.6M 1.18% +24 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 292,659 $14.5M 2.44% +69,709 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 292,099 $14.5M 0.91% +26,683 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 291,836 $14.5M 0.06% +63,518 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 289,892 $14.4M 0.21% +219,924 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 289,209 $14.4M 5.13% +6,999 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 286,888 $14.2M 2.49% -21,682 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 285,156 $14.1M 0.08% -73,138 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 283,114 $14M 1.88% +4,337 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 278,112 $13.8M 6.93% -10,194 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 277,684 $13.8M 5.44% +477 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 276,604 $13.7M 9.62% 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 275,302 $13.7M 4.55% +10,343 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 274,900 $13.6M 0.02% -219,300 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 291,808 $13.6M 4.21% +20,165 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 274,795 $13.6M 0.07% +162,680 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 261,767 $13M 3.05% +26,299 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 259,465 $12.9M 2.87% +112,866 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 258,783 $12.8M 0.91% -11,691 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 258,065 $12.8M 1.24% -130 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 262,629 $12.8M 1.46% +25,084 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 256,591 $12.7M 0.04% -16,310 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 253,140 $12.6M 0.32% -7,848 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 252,224 $12.5M 7.59% +41,225 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 248,113 $12.3M 0.13% +24,086 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 247,309 $12.3M 0.56% +43,173 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 245,383 $12.2M 1.16% -77,292 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 243,293 $12.1M 3.26% +25,357 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 241,079 $12M 4.1% +20,703 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 235,002 $11.7M 0.98% +1,807 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 238,162 $11.6M 2.49% -32,806 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 232,769 $11.6M 0.04% +30,992 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 232,504 $11.5M 6.13% -6,563 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 230,640 $11.4M 4.53% +19,794 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 227,716 $11.3M 0.57% +440 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 227,266 $11.3M 5.47% +18,187 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 222,180 $11M 3.22% +68,096 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 220,180 $10.9M 0.07% -21,784 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 219,812 $10.9M 2.71% -147,253 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 218,718 $10.9M 0.1% +114,165 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 217,128 $10.8M 9.69% -4,615 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 217,100 $10.8M 2.16% +8,118 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 214,413 $10.6M 2.34% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 214,275 $10.6M 0.16% +78,723 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 212,365 $10.5M 0.02% +20,242 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 207,169 $10.3M 1.52% +10,691 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 206,083 $10.2M 3.43% +2,053 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 205,329 $10.2M 3.11% -464 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 205,056 $10.2M 0.16% -39,479 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 204,295 $10.1M 0.52% -25,276 13F-HR/A Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 201,706 $10M 6.55% +10,186 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 201,142 $9.98M 1.24% -4,052 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 200,893 $9.97M 0.83% +12,613 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 197,225 $9.79M 0.96% -5,825 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 194,957 $9.67M 0.54% +65,130 13F-HR Timeline 25 LLC More: the full row for 25 LLC 194,222 $9.64M 3.99% +10,615 13F-HR Timeline