JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,130,365 $1.49B 0.1% +1,435,208 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 18,490,336 $915M 0.25% +1,039,578 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,366,837 $513M 0.07% +1,877,940 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,719,014 $481M 0.47% +1,134,562 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,716,272 $332M 4.1% +314,697 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,645,661 $279M 4.57% +688,358 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,355,835 $265M -1,972,794 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,091,855 $252M 0.01% -108,021 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,899,017 $242M 0.01% +631,102 13F-HR/A Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,653,452 $230M 4.13% +352,889 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,191,463 $207M 1.65% -3,396,021 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,004,310 $198M -13,750 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,696,831 $183M 0.01% -109,357 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,633,423 $180M 0.4% +2,900,809 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,594,862 $178M 1.01% +173,875 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,726,718 $135M 0.15% +169,575 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,134,259 $106M 0.02% +82,182 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,087,310 $103M 4.98% +307,650 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,038,807 $101M 2.61% +92,152 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,865,321 $92.3M 1.77% +631,583 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,821,477 $90.1M 16.46% +98,628 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,655,868 $81.9M 15.87% +59,489 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,573,390 $77.8M 4.76% +109,570 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,555,395 $76.9M 0.15% -83,443 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,478,676 $73.1M 0.08% new 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,452,626 $71.8M 4.36% +92,296 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,376,014 $68.1M 3.65% new 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,194,460 $59.1M 0.01% +31,399 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 1,183,741 $58.5M 1.94% -10,383 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,041,217 $51.5M 0.01% -45,994 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,031,922 $51M 0.03% -26,269 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,027,588 $50.8M 0.1% +177,863 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 958,044 $47.4M 0.01% -12,956 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 923,594 $45.7M 2.71% +95,456 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 920,002 $45.5M 0.79% +54,500 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 908,542 $44.9M 0.07% -12,419 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 906,209 $44.8M 0.05% +27,561 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 829,148 $41.2M 1.9% +51,618 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 816,316 $40.4M +49,412 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 793,536 $39.2M 0.01% +63,804 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 766,010 $37.9M 6.37% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 732,514 $36.2M 1.51% +282,208 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 713,174 $35.3M 2.06% +20,070 13F-HR/A Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 709,958 $35.1M 7.35% +7,377 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 706,500 $34.9M +11,059 Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 703,402 $34.8M 1.86% -157,979 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 681,588 $33.7M 6.1% +77,357 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 680,517 $33.7M 5.34% +66,465 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 678,525 $33.6M 13.39% +31,135 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 669,149 $33.1M 0.05% +607,586 13F-HR/A Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 656,977 $32.5M 6.02% +16,477 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 644,577 $31.9M 0.05% -6,424 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 624,486 $30.9M 3.38% -15,683 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 623,127 $30.8M 19.88% +23,948 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 622,992 $30.8M 0.01% +36,686 13F-HR Timeline Group Financial Plan, Inc. More: the full row for Financial Plan, Inc. 592,384 $29.3M 3.36% 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 581,891 $28.8M 4.49% -10,252 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 557,604 $27.6M 3.77% +64,482 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 554,367 $27.4M 1.42% +195,679 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 538,707 $26.6M 0.59% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 524,963 $26M 0.18% +104,379 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 522,421 $25.8M 0.13% 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 510,398 $25.2M 14.31% +67,335 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 502,499 $24.9M 7.54% +6,300 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 497,737 $24.6M 3.87% +51,178 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 489,631 $24.2M 0.01% -12,022 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 485,546 $24M 2.25% +27,838 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 463,471 $22.9M 3.28% -76,538 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 433,954 $21.5M 0.36% +201,544 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 433,770 $21.5M 6.7% +13,487 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 430,933 $21.3M 0.15% +123,793 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 425,432 $21M 8.22% +64,222 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 412,997 $20.4M 1.45% +6,158 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,103,967 $20.3M 5.48% -5,220 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 410,410 $20.3M 5.68% -33,087 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 405,650 $20.1M 4.51% +43,917 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 404,963 $20M 3.38% +5,480 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 403,232 $19.9M 0.39% +8,141 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 398,982 $19.7M 7.39% +10,344 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 398,329 $19.7M 15.42% +12,803 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 396,529 $19.6M 1.35% -236,563 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 385,647 $19.1M 0.03% +59,809 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 382,212 $18.9M 7.82% -52 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 379,958 $18.8M 2.02% +14,121 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 361,700 $17.9M 5.17% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 357,905 $17.7M 2.04% +33,110 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 356,516 $17.6M 0.04% +193,842 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 352,334 $17.4M 7.24% +8,557 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 351,024 $17.4M 0.12% +23,964 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 345,508 $17.1M 2.41% +36,725 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 343,863 $17M 3.18% +28,838 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 339,368 $16.8M 6.12% +50,276 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 336,837 $16.7M 0.01% +7,834 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 336,538 $16.6M <0.01% new 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 334,501 $16.5M -45,350 Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 332,424 $16.4M 3.31% +68,264 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 330,367 $16.3M 0.05% +18,780 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 328,718 $16.3M 1.02% +62,716 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 327,547 $16.2M 0.29% -1,629 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 321,170 $15.9M 0.44% +18,956 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 310,537 $15.4M <0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 309,233 $15.3M 1.98% +6,925 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 307,241 $15.2M 1.44% +10,392 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 295,126 $14.6M 1.59% -29,934 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 292,109 $14.4M 0.01% +13,559 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 290,676 $14.4M 0.27% +6,745 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 283,269 $14M 0.89% +17,624 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 283,238 $14M 1.77% +41,279 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 282,150 $14M 8.09% +12,722 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 277,475 $13.7M 1.26% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 275,811 $13.6M 3.44% +12,184 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 268,795 $13.3M 7.42% +74,772 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 260,105 $12.9M 5% +32,371 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 258,197 $12.8M 0.2% +22,459 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 256,510 $12.7M 6.8% -3,525 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 252,087 $12.5M 0.01% +15,953 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 246,442 $12.2M 0.03% +4,251 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 245,708 $12.2M 2.74% +9,742 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 242,590 $12M 4.4% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 239,373 $11.8M 0.05% +4,212 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 237,509 $11.8M 0.61% +30,207 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 236,758 $11.7M 0.28% -34,830 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 233,785 $11.6M 0.01% -35,949 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 229,976 $11.4M 3.03% +3,513 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 227,839 $11.3M 1.03% -32,875 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 224,632 $11.1M 1.24% +2,946 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 217,623 $10.8M 2.84% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 214,890 $10.6M 0.01% +6,596 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 210,202 $10.4M 0.04% +12,066 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 209,870 $10.4M 0.77% +45,003 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 209,416 $10.4M 1.12% -4,283 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 207,389 $10.3M 0.11% +120,882 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 205,239 $10.2M 1.79% +12,802 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 203,074 $10M 3.77% +7,790 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 203,057 $10M 0.14% -97,900 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 202,873 $10M 3.84% +11,594 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 202,482 $10M 0.04% +10,812 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 200,896 $9.94M 0.01% +15,829 13F-HR Timeline Group Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 200,107 $9.9M 8.27% +5,241 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 199,848 $9.88M 2.15% -27,793 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 196,750 $9.74M 4.19% +11,300 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 196,030 $9.7M 1.65% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 194,851 $9.64M 0.15% +9,883 13F-HR Timeline Group Trust Co More: the full row for Trust Co 194,347 $9.61M 0.9% +2,804 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 192,290 $9.51M 6.76% +53,924 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 192,252 $9.51M 3.69% +157,452 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 191,136 $9.45M 0.47% -4,884 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 186,039 $9.2M 3.89% +153,298 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 185,090 $9.15M 0.19% +11,831 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 183,575 $9.08M 2.04% new 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 183,481 $9.07M 1.47% +20,139 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 181,890 $9M 0.11% +2,627 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 181,634 $8.98M 0.02% +9,586 13F-HR/A Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 179,687 $8.89M 2.81% -4,115 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 179,299 $8.87M 2.77% +11,637 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 178,203 $8.81M 2.79% new 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 177,786 $8.79M 8.25% 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 177,672 $8.79M 2.38% +10,727 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 176,041 $8.71M 1.84% +8,106 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 171,963 $8.51M 1.52% +1,303 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 170,915 $8.45M 0.46% -363 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 170,294 $8.42M 4.21% +8,561 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 170,251 $8.42M 0.03% +7,062 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 169,786 $8.4M 6.92% 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 169,652 $8.39M 7.89% 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 165,620 $8.19M 5.34% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 165,299 $8.18M 0.87% +9,465 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 164,555 $8.14M 6.04% +111,160 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 163,869 $8.1M 3.83% +3,361 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 163,412 $8.08M 0.62% +12,075 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 162,364 $8.03M 3.79% +10,084 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 161,182 $7.97M 0.04% -132 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 158,642 $7.85M 0.48% +6,692 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 158,621 $7.85M 4.39% -16 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 157,927 $7.81M 3.49% +5,943 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 154,049 $7.62M 0.28% +8,325 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 153,545 $7.59M +147,379 Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 153,383 $7.59M 1.96% -1,119 13F-HR Timeline Yeomans Consulting Group, Inc. 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More: the full row for Good Harbor Advisors, Inc. 138,053 $6.83M 7.95% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 137,325 $6.79M 2.17% +25,610 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 133,916 $6.62M 2.39% +6,517 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 131,912 $6.52M 0.91% +6,784 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 130,387 $6.45M 0.05% 0 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 127,369 $6.3M 2.57% +103,632 13F-HR Timeline Mullaney, Keating & Wright, Inc. 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