JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,695,157 $1.45B 0.09% +2,858,242 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,450,758 $884M 0.26% +840,059 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,584,452 $435M 0.47% -116,140 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,488,897 $430M 0.06% -18,149 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,587,484 $384M 2.01% +645,690 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,328,629 $370M +979,841 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,401,575 $324M 4.19% +263,810 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,199,876 $263M 0.01% -153,447 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,957,303 $251M 4.6% +146,680 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,300,563 $218M 4.38% +216,471 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,267,915 $216M 0.01% +20,299 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,018,060 $203M -302,023 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,806,188 $193M 0.01% -126,811 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,420,987 $173M 1.05% +273,863 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,557,143 $129M 0.15% +143,222 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,052,077 $104M 0.02% +75,500 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,946,655 $98.6M 2.67% +65,883 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,779,660 $90.1M 4.55% +160,831 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,722,849 $87.2M 16.46% +160,209 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,638,838 $83M 0.16% -94,269 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,608,843 $81.5M 0.1% new 13F-HR Timeline Group SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,596,379 $80.8M 16.13% +58,598 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,463,820 $74.1M 4.66% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,360,330 $68.9M 4.43% +428,623 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,233,738 $62.5M 1.3% +157,738 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 1,194,124 $60.5M 2.19% +382,219 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,163,061 $58.9M 0.01% -42,203 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,087,211 $55M 0.01% +521 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,058,191 $53.6M 0.04% +63,364 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 971,000 $49.2M 0.01% -6,328 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 920,961 $46.6M 0.07% +454,023 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 878,648 $44.5M 0.05% +75,772 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 865,502 $43.8M 1.02% +65,358 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 861,381 $43.6M 2.08% -362,185 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 849,725 $43M 0.09% +27,223 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 828,138 $41.9M 2.11% +82,715 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 777,530 $39.4M 1.98% +19,019 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 766,904 $38.8M +39,613 Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 766,010 $38.8M 6.32% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 732,614 $37.1M 0.09% -13,930 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 730,300 $37M 0.05% -325,400 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 729,732 $36.9M 0.01% +143,599 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 702,581 $35.6M 7.42% +24,103 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 695,441 $35.2M +30,021 Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 693,104 $35.1M 1.98% +57,906 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 651,001 $33M 0.05% +50,057 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 647,390 $32.8M 13.37% +43,939 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 640,169 $32.4M 3.62% +281,127 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 633,092 $32.1M 2.27% -218,830 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 640,500 $32M 6.03% +14,260 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 614,052 $31.1M 5.21% +61,826 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 604,231 $30.6M 5.76% +25,865 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 599,179 $30.3M 19.99% +41,334 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 592,143 $30M 4.65% -105,318 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 586,306 $29.7M 0.01% +56,707 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 540,009 $27.3M 4.02% +26,284 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 501,653 $25.4M 0.01% -10,558 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 496,199 $25.1M 7.68% -5,774 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 493,122 $25M 3.53% +24,695 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 457,708 $23.2M 2.23% +152,238 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 450,306 $22.8M 0.99% +92,003 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 446,559 $22.6M 3.73% +12,926 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 443,497 $22.5M 6.6% +21,786 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 443,063 $22.4M 13.46% +22,287 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 420,283 $21.3M 6.74% +12,550 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 420,584 $21.3M 0.16% -269,730 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 406,839 $20.6M 1.52% +5,492 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 399,483 $20.2M 3.53% +15,902 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,109,187 $20.2M 5.67% +31,625 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 395,091 $19.8M 0.44% -44,763 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 388,638 $19.7M 7.5% +15,650 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 385,526 $19.5M 15.4% +20,371 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 382,264 $19.4M 8.32% -3,503 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 379,851 $19.2M -11,300 Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 370,877 $18.8M 0.17% -604,506 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 365,837 $18.5M 2.07% +11,665 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 361,733 $18.3M 4.25% +37,823 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 361,700 $18.3M 5.51% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 361,210 $18.3M 7.28% +21,769 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 358,688 $18.2M 1.02% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 343,777 $17.4M 7.51% +21,569 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 329,176 $16.7M 0.34% +28,634 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 329,003 $16.7M 0.02% +6,217 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 327,060 $16.6M 0.12% +21,316 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 325,838 $16.5M 0.02% -39,196 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 325,060 $16.5M 1.94% +26,668 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 324,795 $16.4M 2.09% +7,655 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 315,025 $15.9M 3.08% +19,504 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 311,587 $15.8M 0.05% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 308,783 $15.6M 2.36% +13,299 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 307,140 $15.6M 0.13% +300,711 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 302,308 $15.3M 2.05% +6,664 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 302,214 $15.3M 0.43% -33,778 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 300,957 $15.2M 0.22% +101,064 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 296,849 $14.9M 1.51% +20,545 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 289,092 $14.6M 6.21% +128,653 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 283,931 $14.4M 0.27% +20,714 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 278,550 $14.1M 0.01% +17,368 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 271,588 $13.8M 0.34% -77,044 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 269,734 $13.7M 0.01% -111,120 13F-HR Timeline Group ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 269,428 $13.6M 8.31% +4,605 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 266,002 $13.5M 0.87% +91,413 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 265,645 $13.4M 0.86% +14,809 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 264,160 $13.4M 2.9% +31,215 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 263,627 $13.3M 3.56% +6,276 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 260,714 $13.2M 1.22% -84,625 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 260,035 $13.2M 7.21% +95 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 242,191 $12.3M 0.03% -57,483 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 241,959 $12.3M 1.68% +54,498 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 236,134 $12M 0.02% +2,194 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 235,966 $11.9M 2.98% +19,906 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 235,738 $11.9M 0.19% +33,470 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 235,161 $11.9M 0.05% -2,369 13F-HR/A Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 232,410 $11.8M 0.19% +120,383 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 227,734 $11.5M 4.67% +95,752 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 227,641 $11.5M 2.59% +7,322 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 226,463 $11.5M 3.13% -330 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 221,686 $11.2M 1.3% +10,103 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 213,699 $10.8M 1.18% +311 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 208,294 $10.5M 0.01% +137,122 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 207,302 $10.5M 0.58% +16,863 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 198,136 $10M 0.04% +62,110 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 196,020 $9.92M 0.59% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 195,284 $9.89M 3.82% +7,320 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 194,866 $9.87M 8.42% -30,978 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 194,023 $9.82M 6.8% +149,322 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 192,437 $9.74M 1.77% +6,278 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 191,670 $9.7M 0.04% +15,143 13F-HR Timeline Trust Co More: the full row for Trust Co 191,543 $9.7M 0.99% +44,251 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 191,279 $9.68M 3.91% +9,009 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 185,450 $9.39M 4.18% +5,639 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 185,067 $9.37M 0.01% -5,382 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 184,968 $9.36M 0.15% +7,056 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 183,802 $9.31M 2.97% +8,165 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 179,263 $9.08M 0.08% -5,655 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 173,259 $8.77M 0.2% -9,729 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 172,048 $8.71M 0.02% +12,790 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 171,278 $8.67M 0.51% +21,829 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 170,660 $8.64M 1.62% +5,195 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 167,935 $8.5M 1.87% +5,191 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 167,662 $8.49M 2.79% -3,529 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 166,945 $8.45M 2.17% +8,448 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 164,867 $8.35M 0.66% +6,193 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 163,342 $8.27M 1.36% +19,037 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 163,189 $8.26M 0.04% -17,430 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 162,674 $8.24M 0.02% -12,988 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 161,733 $8.19M 4.46% +4,786 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 161,314 $8.17M 0.05% +4,424 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 160,508 $8.13M 4.28% -138 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 158,637 $8.03M 4.59% +7,038 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 155,834 $7.89M 0.88% +6,149 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 154,502 $7.82M 2.1% +14,433 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 152,280 $7.71M 3.71% +32,879 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 151,984 $7.69M 3.54% -2,074 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 151,950 $7.69M 0.49% +10,024 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 151,337 $7.66M 0.61% +10,457 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 146,211 $7.4M 3.78% -35,881 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 145,724 $7.38M 0.35% +27,937 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 147,097 $7.36M 0.01% -3,096 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 138,780 $7.03M 3.9% +6,892 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 138,366 $7.01M 5.45% +5,327 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 130,387 $6.6M 0.06% 0 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 127,399 $6.45M 2.42% +5,386 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 125,393 $6.35M 3.52% +4,490 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 125,128 $6.34M 0.97% +9,388 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 124,419 $6.3M 4.72% +6,172 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 124,391 $6.3M 0.23% +45,409 13F-HR Timeline Group Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 120,902 $6.12M 2.54% +6,461 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 119,501 $6.05M 2.08% +4,949 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 118,288 $5.99M 0.46% +16,262 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 117,479 $5.95M 0.21% +6,901 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 117,019 $5.92M 0.01% -1,076 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 114,636 $5.8M 1.91% +1,620 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 112,705 $5.71M <0.01% +24,632 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 112,609 $5.7M 0.29% +10,850 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 112,472 $5.69M 0.7% +2,873 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 111,715 $5.66M 1.89% +76,047 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 111,336 $5.64M 0.03% +1,637 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 111,272 $5.63M 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 110,591 $5.6M 0.83% +9,775 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 109,430 $5.54M 2.74% +5,591 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 109,045 $5.52M 2.13% +15,681 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 106,769 $5.41M 0.01% +25,558 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 106,136 $5.37M 0.98% +229 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 105,479 $5.34M 3.51% +19,531 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 105,203 $5.33M 0.03% +14,712 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 103,918 $5.26M 0.22% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 101,722 $5.15M 4.35% +3,445 13F-HR Timeline Friday Financial More: the full row for Friday Financial 101,434 $5.14M 2.15% +8,892 13F-HR Timeline Tradewinds, LLC. 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