MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,780,617 $760M 1.71% +1,427,370 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,252,358 $745M 0.22% +2,646,865 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,820,830 $702M 5.05% +3,002,602 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 15,140,068 $446M +6,726,730 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,996,961 $177M 2.69% -13,334 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,384,277 $129M 0.89% +65,025 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,888,479 $85.2M 4.97% +22,754 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,352,865 $69.4M 0.03% +102,197 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,226,611 $65.7M 0.08% -37,865 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,180,301 $64.3M 7.25% +45,692 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,951,156 $57.5M 6.36% -14,903 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,928,720 $56.9M +1,869,719 Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,697,956 $50.1M 10.66% +14,702 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,443,877 $42.6M 0.06% -38,196 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,245,030 $36.7M 0.45% +493,704 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,213,688 $35.8M 1.23% -27,741 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,144,646 $33.8M 5.05% -84,696 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,027,563 $30.3M 0.28% +89,328 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 995,438 $29.4M 2.01% +141,473 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 930,719 $27.2M 0.74% +222,836 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 855,214 $25.2M 0.36% +452,011 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 832,618 $24.6M 4.85% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 771,597 $22.6M 1.72% -56,964 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 671,718 $19.7M 5.66% +35,170 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 666,785 $19.7M 2.33% -1,558 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 662,876 $19.6M 5.46% 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 559,512 $16.5M 0.98% -3,233 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 537,932 $15.9M 5.04% +4,890 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 527,283 $15.5M 0.37% -10,130 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 486,699 $14.4M 2.34% +5,758 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 476,162 $14M 0.3% -44,614 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 462,206 $13.4M 3.54% +178 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 451,729 $13.3M 4.69% -22,107 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 435,299 $12.8M 4.66% +10,827 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 431,564 $12.7M 0.02% -799,358 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 410,683 $12.1M 0.43% +64,414 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 390,041 $11.5M 5.38% -9,171 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 378,587 $11.2M 0.67% -55,574 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 378,054 $11.1M 0.02% +108,018 13F-HR Timeline Group Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 376,040 $11.1M 4.9% +1,465 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 364,486 $10.7M 5.18% +8,661 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 354,680 $10.5M 4.8% +30,900 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/ 345,714 $10.2M <0.01% +13,981 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 332,754 $9.81M 0.06% -42,632 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 326,621 $9.63M 0.1% +9,541 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 320,686 $9.46M 2.75% -667 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 318,748 $9.4M 0.05% -12,335 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 315,333 $9.3M 1.18% +35,106 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 315,038 $9.29M 3.72% +6,707 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 309,918 $9.14M 0.1% -4,095 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 302,448 $8.92M 3.75% -4,949 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 296,694 $8.75M 0.06% +32,103 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 296,255 $8.74M 1.6% +12,483 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 283,031 $8.35M 0.01% -146,010 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 272,613 $8.04M 5.38% -207 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 271,247 $8M 0.25% +1,289 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 265,197 $7.82M 2.92% +29,278 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 258,409 $7.62M 1.19% -13,773 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 257,652 $7.6M 1.47% +103,667 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 241,724 $7.13M 1.29% +13,455 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 239,294 $7.06M 2.46% -3,451 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 222,066 $6.55M 1.69% +23,370 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 217,593 $6.42M 4.91% -1,297 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 214,950 $6.34M 3.84% -335 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 201,288 $5.94M 0.01% +3,124 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200,046 $5.9M 4.45% +80,723 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 199,066 $5.87M 0.32% -1,388 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 190,974 $5.63M 3.57% +21,036 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 186,072 $5.49M 0.01% -25,969 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 172,663 $5.09M 1.3% -4,163 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 172,169 $5.08M <0.01% +16,585 13F-HR/A Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 168,825 $5.07M 0.15% +4,808 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 170,625 $5.03M 2.77% +9,456 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 169,298 $4.99M <0.01% +49,426 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 165,485 $4.88M 0.88% +4,625 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 161,725 $4.77M 0.22% +58,100 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 160,009 $4.72M 2.49% +196 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 157,604 $4.65M 0.01% +146,085 13F-HR Timeline Group MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 151,974 $4.48M 2.09% +2,239 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 149,782 $4.42M 2.16% +18,584 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 145,384 $4.29M 1.89% -589 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 141,280 $4.17M 0.93% +11,417 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 138,645 $4.09M 2.15% -42,640 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 133,407 $3.93M 2.56% +2,929 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 126,046 $3.72M <0.01% -5,442 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 124,502 $3.67M 1.59% +17,838 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 119,800 $3.53M 0.28% -8,243 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 119,328 $3.53M 2.24% +8,084 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 115,802 $3.41M 0.01% -47,353 13F-HR/A Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 112,834 $3.33M 1.41% +25,519 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 110,951 $3.27M 1.35% +4,774 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 110,275 $3.25M 0.65% -4,132 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 110,156 $3.25M 0.12% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 105,561 $3.11M 0.03% +86,778 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 104,878 $3.09M 1.43% -3,380 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 98,344 $2.9M 0.37% +20,288 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 97,370 $2.87M 0.27% +3,270 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 97,295 $2.87M 0.03% +11,406 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 96,595 $2.85M 1.87% -4,805 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 95,327 $2.81M 0.17% +12,909 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 94,606 $2.79M <0.01% +11,646 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 86,952 $2.56M 0.47% +6,327 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 86,550 $2.55M 0.12% +5,991 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 85,143 $2.51M 0.01% -14,666 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 82,337 $2.43M 1.64% +6,262 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 80,809 $2.38M 0.46% +7,030 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 70,209 $2.07M 1.09% +17,806 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 67,856 $2M 0.75% -45 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 67,582 $1.99M 0.23% +2,225 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 66,953 $1.97M 0.89% +18,942 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 66,486 $1.96M 1.13% +20,923 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 65,478 $1.93M <0.01% +5,585 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 65,967 $1.92M 0.11% +32,718 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 63,053 $1.86M 0.02% +2,203 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 60,631 $1.79M 0.73% -5,631 13F-HR Timeline Friday Financial More: the full row for Friday Financial 60,606 $1.79M 0.91% -12,268 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 59,581 $1.76M 0.02% +2,621 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 59,296 $1.75M 0.3% +110 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 58,979 $1.74M 0.34% +5,368 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 58,322 $1.72M 0.33% +6,364 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 56,264 $1.66M 0.07% +25,793 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 54,252 $1.6M 0.62% -9,336 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 54,013 $1.59M 0.35% +2,013 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 49,323 $1.45M 0.03% +8,753 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 48,891 $1.44M <0.01% -12,297 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 48,639 $1.43M 0.43% +40,659 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 47,597 $1.4M <0.01% +9,092 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 47,240 $1.39M 0.99% -8,256 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 46,835 $1.38M 0.23% -2,396 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,444 $1.31M <0.01% -1,576 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 44,386 $1.31M 0.21% -127 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 43,268 $1.28M 1% +5,606 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 42,019 $1.24M 0.21% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 39,901 $1.18M 0.04% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 36,049 $1.06M 0.64% +4,147 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 36,041 $1.06M 1% 13F-HR/A Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 35,685 $1.05M 0.44% +5,069 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 34,992 $1.04M 0.68% +216 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 33,623 $992K 0.91% 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 32,750 $966K 0.03% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 31,390 $926K 0.5% -11,695 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 30,580 $902K 0.62% -1,656 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 29,664 $875K 0.07% +7,091 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 29,268 $863K 0.56% +790 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 29,065 $857K <0.01% -2,503 13F-HR Timeline Group RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 27,396 $808K 0.51% -971 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 27,133 $800K 0.37% -3,667 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 25,788 $760K 0.19% +3,612 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,786 $760K 0.05% +354 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 25,605 $755K 0.19% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,456 $751K <0.01% -80 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 25,036 $738K 0.19% +4,175 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 24,378 $719K 0.02% -205 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24,448 $716K 0.03% -595 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 23,882 $704K 0.07% -55,331 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 23,759 $701K 0.3% -1,360 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 22,951 $677K <0.01% -45,537 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 22,730 $670K 0.48% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 22,643 $668K <0.01% -865 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,481 $663K <0.01% +7,782 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21,862 $645K 0.01% -2,538 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,135 $623K 0.05% +27 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 20,948 $616K 0.35% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 20,672 $613K 0.42% 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 20,652 $609K 0.27% +6,414 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 19,586 $578K 0.29% -5,592 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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