LPL Financial LLC More: the full row for LPL Financial LLC 17,789,030 $889M 0.24% -701,306 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,678,894 $583M 0.08% +1,312,057 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,783,729 $439M +3,427,894 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,073,953 $353M 4.2% +357,681 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,826,114 $291M 0.02% +927,097 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,727,635 $286M 0.26% -3,991,379 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,447,681 $272M 4.34% -197,980 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,942,565 $247M 0.01% -149,290 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,890,809 $244M 4.25% +237,357 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,855,031 $243M 0.53% +1,221,608 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,481,859 $224M +477,549 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,455,868 $223M 1.75% +264,405 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,797,614 $190M 0.01% +100,783 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,505,501 $175M 0.85% -89,361 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,847,124 $142M 0.15% +120,406 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,466,492 $123M 0.02% +332,233 13F-HR/A Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,425,416 $121M 5.8% +338,106 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,312,674 $116M 2.13% +447,353 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,100,623 $105M 2.68% +61,816 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,852,424 $92.5M 16.68% +30,947 13F-HR/A Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,709,627 $85.4M 15.07% +53,759 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,685,046 $84.2M 5.08% +111,656 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,520,921 $76M 4.27% +144,907 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 1,487,047 $74.3M 2.28% +303,306 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,478,677 $73.9M 0.08% +1 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,471,015 $73.5M 4.54% +18,389 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,468,510 $73.4M 3.49% +639,362 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,465,040 $73.2M 0.14% -90,355 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,347,765 $67.3M 0.43% new 13F-HR/A Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,333,111 $66.6M 3.75% +629,709 13F-HR/A Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,179,891 $58.9M 0.01% -14,569 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,102,937 $55.1M 0.03% +71,015 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,100,702 $55M 3.29% +177,108 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,092,047 $54.5M 0.06% +185,838 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,090,394 $54.5M +49,177 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,048,449 $52.4M 0.82% +128,447 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,004,638 $50.2M 5.37% +380,152 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 956,747 $47.8M 0.1% -70,841 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 930,673 $46.5M 0.07% +22,131 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 892,213 $44.6M <0.01% -29,238,152 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 856,145 $42.8M 0.04% +564,036 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 799,165 $39.9M 0.01% -158,879 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 788,685 $39.4M +82,185 Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 783,398 $39.1M 7.73% +73,440 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 774,292 $38.7M 0.45% new 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 750,511 $37.5M 5.91% +69,994 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 738,954 $36.9M 2.62% +25,780 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 717,241 $35.8M 6.2% +35,653 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 711,469 $35.5M 0.01% -82,067 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 706,033 $35.3M 0.05% +61,456 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 705,949 $35.3M 4.39% +148,345 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 682,185 $34.1M -134,131 Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 680,491 $34M 3.64% +88,107 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 656,298 $32.8M 0.58% +222,344 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 656,176 $32.7M 6.03% -801 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 628,807 $31.4M 20.4% +5,680 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 620,201 $30.9M 11.4% -58,324 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 590,921 $29.5M 4.2% +127,450 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 572,974 $28.6M 5.08% -193,036 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 571,882 $28.6M 0.04% -97,267 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 566,241 $28.3M 15.35% +55,843 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 546,717 $27.3M 4.1% +48,980 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 542,851 $27.1M 0.01% -80,141 13F-HR Timeline Group Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 522,141 $26.1M 3.61% 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 512,651 $25.6M 0.01% +23,020 13F-HR/A Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 506,084 $25.3M 7.63% +3,585 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 501,985 $25.1M 2.37% +16,439 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 500,168 $25M 5.13% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 497,026 $24.8M 7.25% +86,616 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 442,387 $22.1M 0.03% +56,740 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 432,060 $21.6M 4.77% +26,410 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 423,463 $21.2M 16.69% +25,134 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 420,154 $21M 0.11% +406,992 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 416,335 $20.8M 1.5% +3,338 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 409,198 $20.4M 7.87% +10,216 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 408,487 $20.4M 3.5% +3,524 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 405,450 $20.3M 6% +43,750 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,104,084 $20.2M 5.32% +117 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 396,348 $19.8M 3.68% +63,924 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 395,601 $19.8M 7.79% -29,831 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 387,498 $19.4M 2.06% +7,540 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 387,222 $19.3M 0.35% +59,675 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 384,241 $19.2M 0.03% +240,837 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 383,074 $19.1M 7.7% +862 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 382,363 $19.1M 7.02% +122,258 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 379,888 $19.1M 0.28% -23,344 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 366,971 $18.3M 2.49% +21,463 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 366,902 $18.3M 3.22% +23,039 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 365,519 $18.3M 5.83% +26,151 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 352,966 $17.6M 4.99% -228,925 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 348,731 $17.4M 0.48% +27,561 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 348,233 $17.4M 6.98% -4,101 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 344,513 $17.2M 0.16% +137,124 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 342,077 $17.1M 0.05% +11,710 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 340,621 $17M 1.96% -17,284 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 340,246 $17M 0.02% +3,409 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 339,452 $17M 0.27% +81,255 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 333,950 $16.7M 0.05% -22,566 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 331,890 $16.6M 11.85% +167,335 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 330,205 $16.5M 1% +1,487 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 326,784 $16.4M 1.47% +19,543 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 325,004 $16.2M 0.03% +254,333 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 321,919 $16.1M 0.08% -200,502 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 319,415 $16M 1.95% +36,177 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 313,504 $15.7M 0.04% +67,062 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 308,937 $15.4M 1.98% -296 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 307,769 $15.4M 8.73% +25,619 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 305,716 $15.3M 3.85% +29,905 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 304,638 $15.2M 1.03% -91,891 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 304,473 $15.2M 0.07% +65,100 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 301,326 $15.1M 1% +18,057 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 294,968 $14.7M 0.29% +4,292 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 291,639 $14.6M 7.78% +22,844 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 289,862 $14.5M 0.01% new 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 284,482 $14.3M 1.28% +7,007 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 281,275 $14M 2.41% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 269,145 $13.4M 2.96% +23,437 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 264,090 $13.2M 7.11% +7,580 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 261,610 $13.1M 1.4% -33,516 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 258,536 $12.9M +104,991 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 255,610 $12.8M 0.66% +18,101 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 249,354 $12.5M 4.59% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 245,265 $12.3M 0.06% -185,668 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 242,942 $12.1M 0.01% -9,145 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 238,754 $11.9M 3.05% +21,131 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 238,449 $11.9M 1.86% +54,968 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 235,108 $11.7M 3.23% +5,132 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 232,271 $11.6M 0.01% -1,514 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 227,808 $11.4M 0.14% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 225,879 $11.3M 1.26% +1,247 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 222,456 $11.1M 0.81% +12,586 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 220,228 $11M 4.16% +27,976 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 218,355 $10.9M 1.86% +13,116 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 218,070 $10.9M 1.86% +22,040 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 217,973 $10.9M 1.07% -9,866 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 216,131 $10.8M 0.23% -20,627 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 215,692 $10.8M 8.89% +15,585 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 214,673 $10.7M 4% +11,599 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 211,095 $10.5M 0.57% +40,180 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 209,421 $10.5M 3.94% +6,548 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 208,699 $10.4M 1.11% -717 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 207,963 $10.4M 3.1% +29,760 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 206,066 $10.3M 0.12% +151,411 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 204,389 $10.2M new Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 203,294 $10.2M 4.42% +6,544 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 202,877 $10.1M 0.15% +8,026 13F-HR Timeline Group Summit Portfolio Management, LTD. More: the full row for Summit Portfolio Management, LTD. 200,799 $10M 6.45% 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 200,627 $10M +84,605 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 197,600 $9.87M 0.2% +12,510 13F-HR Timeline Trust Co More: the full row for Trust Co 197,088 $9.84M 0.92% +2,741 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 191,038 $9.54M 1.79% +167,080 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 189,272 $9.45M 2% +13,231 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 188,785 $9.43M 1.64% +16,822 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 188,528 $9.42M 0.56% +136,624 13F-HR Timeline Group SimpliFi, Inc. More: the full row for SimpliFi, Inc. 188,484 $9.41M 3.95% +2,445 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 187,643 $9.37M 2.09% +4,068 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 181,791 $9.08M 2.56% +4,119 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 180,545 $9.02M 4.2% +10,251 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 179,178 $8.95M 1.99% -20,670 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 178,818 $8.93M 2.8% -869 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 178,706 $8.93M 0.07% +116,312 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 178,403 $8.91M 0.72% +14,991 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 177,961 $8.89M 8.2% +175 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 176,528 $8.82M 0.07% -5,362 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 176,381 $8.81M 2.8% -2,918 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 176,195 $8.8M 0.02% -5,439 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 175,370 $8.76M 4.09% +13,006 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 173,510 $8.67M 5.8% +7,890 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 173,006 $8.64M 5.33% -19,284 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 172,373 $8.61M 0.42% +168,044 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 171,634 $8.57M 0.89% +6,335 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 169,803 $8.48M 1.18% +37,891 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 169,428 $8.46M 0.42% -21,708 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 169,200 $8.45M 8.18% -586 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 167,794 $8.38M 7.31% -1,858 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 166,479 $8.32M 0.04% +5,297 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 343,298 $8.24M 0.05% -7,726 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 164,168 $8.2M 2.58% +26,843 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 163,526 $8.17M 0.03% -6,725 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 161,930 $8.09M 3.22% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 161,880 $8.09M 2.1% +8,497 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 161,104 $8.05M 4.53% +2,483 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 158,820 $7.93M 0.03% -51,382 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 158,199 $7.9M 0.9% +17,171 13F-HR Timeline XY Planning Network, Inc. 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