MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,612,488 $622M 0.04% +241,202 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,452,628 $595M -368,490 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,143,888 $542M 1.45% -303,456 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,081,104 $358M 0.08% +1,257,230 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,675,688 $289M 0.03% +65,069 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,583,032 $273M 1.63% +803,373 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,314,542 $226M 0.17% +156,870 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,200,325 $207M +39,180 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,182,430 $204M 0.56% +24,472 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,136,682 $196M 0.26% -12,915 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,085,833 $187M +139,806 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 949,158 $164M 0.06% +17,526 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 865,193 $149M +121,123 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 858,551 $148M 0.3% +96,902 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 755,966 $130M 0.03% +108,598 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 755,422 $130M 0.02% -3,910 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 734,201 $126M 0.05% +34,948 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 671,010 $116M 9.94% +125,584 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 586,476 $101M 3.67% -25,132 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 572,845 $98.7M 4.21% +14,699 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 571,086 $98.4M 0.02% +10,554 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 514,278 $88.6M -15,959 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 491,712 $84.7M 1.09% -33,114 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 480,154 $82.7M 0.15% +242,286 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 479,297 $82.6M 0.08% -3,512 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 441,206 $76M 2.1% -31,025 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 433,558 $74.8M 0.17% +95,346 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 433,263 $74.6M 1.85% -284 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 424,191 $73.1M 0.25% -135,006 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 414,427 $71.4M 0.06% +109,884 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 411,004 $70.8M 12.79% +10,011 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 397,338 $68.4M 1.89% +31,778 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 368,806 $63.5M 5.83% +12,820 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 352,034 $60.6M 6.86% +2,994 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 341,008 $58.8M 0.02% +15,637 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 289,792 $49.9M 0.04% -17,348 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 269,547 $46.4M 0.07% +41,575 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 265,700 $45.8M 0.09% +280 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 265,698 $45.8M 0.97% +11,273 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 255,597 $44M 0.02% -2,885 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 246,119 $42.4M 0.07% -253 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 239,534 $41.3M 2.84% -68,701 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 231,707 $39.9M 2.19% +2,344 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 222,272 $38.4M 4.24% +6,700 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 198,902 $34.3M 0.08% +153,060 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 197,172 $34M 1.36% +7,403 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 195,936 $33.8M 1.04% +46,654 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 195,552 $33.7M 6.03% -199 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 195,277 $33.6M 0.11% +5,146 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 186,239 $32.1M 14.52% -679 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 162,972 $28.1M 17.38% +13,154 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 162,637 $28M 0.9% +1,855 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 158,297 $27.3M 0.16% -4,343 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 154,019 $26.5M 7.32% +15,738 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 148,170 $25.5M 0.06% -582 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 146,754 $25.3M 0.29% +2,103 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 144,025 $24.9M 0.02% +32,221 13F-HR/A Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 136,177 $23.5M 5.45% -51,203 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 135,081 $23.3M 6.1% -965 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 131,869 $22.7M 2.37% +21,185 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 131,551 $22.7M 7.66% +3,408 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 127,391 $21.9M 8.92% +90,680 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 127,125 $21.9M 0.33% +8,598 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 117,269 $20.2M 3.12% +3,482 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 97,242 $19.5M 0.04% -342,588 13F-HR/A Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 100,057 $19.2M 11.47% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 110,890 $19.1M 1.16% +37,722 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 107,295 $18.5M 0.11% -191 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 105,662 $18.2M 6.57% +7,242 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,402 $18M 0.02% +2,126 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 99,588 $17.2M 0.04% +27,185 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 96,660 $16.7M 2.14% +1,542 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 96,243 $16.6M <0.01% +208 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 95,441 $16.4M 1.65% +21,041 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 94,747 $16.3M 0.02% +2,898 13F-HR Timeline Group BIP Alliance, LLC More: the full row for BIP Alliance, LLC 90,754 $15.6M 6.61% +9,756 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 89,878 $15.5M 7.55% -1,384 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 89,376 $15.4M 2.24% +771 13F-HR/A Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 89,136 $15.4M 0.07% -22,623 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 86,674 $14.9M 5.52% +42,790 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 84,728 $14.6M 1.12% +18,717 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82,276 $14.2M 0.08% +3,857 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 82,201 $14.2M -4,035 Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 79,765 $13.7M 4.03% -4,075 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 79,190 $13.6M 0.15% -3,812 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 70,759 $13.4M 0.3% +664 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 77,522 $13.4M 1.1% -290 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 76,906 $13.2M 0.02% +41,725 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 75,589 $13M 0.4% +1,976 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 75,460 $13M 0.1% +3,208 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 75,171 $12.9M 0.88% -1,100 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 74,778 $12.9M 1.42% +540 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 74,501 $12.8M 0.22% +1,686 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 74,021 $12.8M 0.99% +1,913 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73,596 $12.7M 0.28% -14 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 73,276 $12.6M <0.01% +9,577 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 72,208 $12.4M 0.04% +1,931 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 70,708 $12.2M 0.02% -18,060 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 80,215 $12.1M 0.03% -4,602 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 70,033 $12.1M 2.81% +2,726 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 70,032 $12.1M 1.28% +5,902 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 68,830 $11.9M 3.47% +2,655 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 68,264 $11.8M 0.59% -961 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 68,148 $11.7M 1.41% -2,730 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 65,263 $11.2M 4.23% +5,738 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65,120 $11.2M 0.32% +14,385 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 64,226 $11.1M 10.34% +2,527 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 64,190 $11.1M 4.27% -14,436 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 63,585 $11M 0.02% -4,345 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 62,731 $10.8M 2.09% +696 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 62,696 $10.8M 5.3% +5,653 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 62,546 $10.8M 7.2% -5,418 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 62,223 $10.7M 0.76% +4,254 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 61,870 $10.7M 2.03% +138 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 68,057 $10.5M 2.37% +13,316 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 60,614 $10.4M 0.01% -1,616 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 60,233 $10.4M 2.84% +787 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 60,233 $10.4M <0.01% +5,628 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 59,209 $10.2M 0.04% +698 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 58,539 $10.1M 1.01% -828 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58,074 $10M 0.02% -2,212 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 56,295 $9.7M 0.02% -1,981 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 53,559 $9.23M 0.22% -1,182 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,216 $8.82M 0.08% -487 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 51,851 $8.81M 0.25% -377 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 50,811 $8.75M 0.07% -417 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 50,009 $8.61M 8.05% +3,257 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 49,801 $8.58M 0.14% -5,816 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 49,431 $8.51M 6.53% -244 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 48,752 $8.4M 1.13% +5,650 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 48,485 $8.35M 2.92% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 47,527 $8.19M 0.1% +15,949 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 46,809 $8.06M 1.64% -203 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45,782 $7.89M 0.57% +545 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 45,322 $7.81M 0.06% -1,040 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 45,306 $7.8M 6.34% +2,353 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 44,391 $7.65M 0.12% +1,483 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 39,749 $7.55M 0.72% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 43,047 $7.42M 0.75% -998 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 43,045 $7.41M 5.46% +472 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 42,898 $7.39M 2.66% -2,013 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 42,722 $7.36M 0.03% +2,230 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 41,523 $7.16M 0.16% +34,547 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 41,539 $7.16M 2.5% -58 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 40,682 $7.01M 2.95% +2,013 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 40,634 $7M 0.44% +21,522 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 40,077 $6.9M 4.92% +3,709 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 39,745 $6.85M 0.27% -850 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 39,720 $6.84M 1.29% -500 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 38,409 $6.62M 1.36% -275 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 37,800 $6.51M 0.06% -40,497 13F-HR/A Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 37,171 $6.4M 0.13% +6,928 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 36,162 $6.23M 0.35% +307 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 35,866 $6.18M 2.95% +31,983 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 35,768 $6.16M 0.07% -7,275 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 35,689 $6.15M 6.15% +123 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 34,482 $6.02M 0.03% -274 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 33,588 $5.79M 0.08% -45,698 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,545 $5.78M 0.09% -3,658 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 33,215 $5.72M 0.09% -206 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 32,264 $5.56M 0.37% -94 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 31,581 $5.44M 0.51% -1 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 31,505 $5.43M 5.44% +4,926 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 31,467 $5.42M 3.93% -3,489 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,450 $5.42M 0.01% -2,047 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 31,408 $5.41M <0.01% +1,567 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 30,743 $5.3M 3.42% +648 13F-HR/A Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 30,644 $5.28M 3.21% +28 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,481 $5.25M 0.01% -3,408 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 29,527 $5.09M 0.1% +1,096 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 29,409 $5.07M 1.18% +1,792 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29,386 $5.06M 0.13% -525 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 29,837 $5.04M 1.11% -2,668 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 28,700 $4.94M 0.07% +16,277 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28,556 $4.92M 0.33% +1,295 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 25,387 $4.82M 0.39% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 27,925 $4.81M 1% +504 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,494 $4.74M 0.36% +2,033 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 27,215 $4.69M 2.36% -680 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 27,050 $4.66M 3.12% +355 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 27,027 $4.66M 3.44% -3,596 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 26,463 $4.56M 0.32% -1,122 13F-HR Timeline Security National Bank More: the full row for Security National Bank 26,355 $4.54M 0.86% -62 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 26,281 $4.53M 1.58% +1,222 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 26,141 $4.5M 1.99% +7 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 26,122 $4.5M 3.57% +985 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 26,105 $4.5M 3.6% -59 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 25,678 $4.47M 0.44% new 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 25,742 $4.43M 8.39% -956 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 24,320 $4.19M 0.31% -585 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,309 $4.19M 0.13% -1,504 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 24,300 $4.19M 0.01% +5,800 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,974 $4.13M 0.11% -5,674 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23,700 $4.08M 0.06% -331 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,546 $4.06M 0.08% +121 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,771 $3.94M 0.1% +20,002 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,706 $3.91M 0.01% +617 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 22,317 $3.84M 1.43% -546 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 22,070 $3.8M 3.21% +810 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,653 $3.73M 0.04% +3,868 13F-HR Timeline