Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 18,594,406 $1.72B 1.12% +206,914 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,505,554 $881M 0.18% +1,591,839 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,807,008 $816M 0.05% -1,755,073 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,472,647 $693M 12.78% +97,862 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/ 6,671,812 $618M 0.05% -987,745 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,951,012 $552M 1.43% +82,469 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,493,932 $324M 0.01% +427,988 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,328,360 $309M 6.57% -48,907 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 3,236,300 $289M 1.44% +1,006,700 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,072,074 $285M 0.05% -340,354 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,022,407 $280M 0.07% +29,517 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,713,587 $252M 0.06% -156,781 13F-HR/A Timeline Group Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 2,587,215 $240M 5.49% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,353,509 $218M 4.42% new 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,137,766 $198M +180,497 Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,849,410 $165M 6.77% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,679,954 $156M 0.19% -957,938 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,628,261 $151M 2.34% +526,647 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 1,603,510 $149M 1.2% +65,600 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,590,521 $147M 0.22% -104,903 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,586,932 $147M 0.16% +251,348 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,516,600 $141M 0.45% +1,449,700 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,486,595 $138M 0.41% -1,135,822 13F-HR Timeline REGENTS OF THE UNIVERSITY OF CALIFORNIA More: the full row for REGENTS OF THE UNIVERSITY OF CALIFORNIA 1,438,678 $133M 4.44% new 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,427,080 $132M 0.12% -177,763 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,397,630 $130M 0.02% -5,330 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,282,254 $119M 0.02% -65,726 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,267,461 $117M 0.17% +85,890 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,265,401 $117M -932,717 Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,220,485 $113M 28.86% +1,808 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,186,439 $110M -59,495 Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,117,518 $104M 0.18% +305,441 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,130,958 $101M 0.01% -327,524 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,064,169 $98.6M 0.12% +154,566 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 965,713 $89.5M 0.28% -20,480 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 960,174 $89M 0.03% -116,144 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 922,738 $85.5M 0.22% -8,783 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 839,269 $77.8M 0.41% +220,342 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 817,316 $75.8M 1.38% +11,953 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 865,251 $73.9M 0.48% +49,558 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 788,797 $73.1M 0.73% -205,012 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 779,777 $72.3M 20.78% -10,520 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 749,413 $69.5M 0.01% -91,162 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 740,271 $68.6M 0.12% +76,347 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 720,395 $64.8M +224,309 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 682,057 $63.2M 0.3% -242,557 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 676,633 $62.7M 1.84% +20,519 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 671,197 $62.2M 0.74% new 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 671,036 $62.2M 0.05% 0 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 658,621 $61M 2.95% -364,371 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 655,124 $60.7M 0.26% +36,830 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 640,580 $60.4M 0.57% +4,874 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 625,603 $58M 3.59% -35,550 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 595,207 $55.2M 16.9% +228,870 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 583,756 $54.1M 2.58% -337,636 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 581,505 $53.9M 1.48% +47,931 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 546,469 $50.7M 0.03% -10,790 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 529,278 $49.1M 5.27% -63,661 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 516,438 $47.9M 0.95% -118,537 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 510,875 $47.4M 3.59% -2,057 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 488,913 $45.3M 0.05% +23,077 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 477,239 $44.2M 0.01% -312,516 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 469,451 $43.5M 2.53% +7,135 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 469,354 $43.5M 9.7% -43,640 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 468,008 $43.4M 3.47% +28,945 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 459,307 $42.6M 0.06% +156,290 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 458,522 $42.5M 0.09% +104,667 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 442,711 $41M 5.93% -90,529 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 423,360 $39.2M 0.02% -31,677 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 413,927 $38.4M 7.62% -33,467 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 401,802 $37.2M 5.51% +3,071 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 394,869 $36.6M 0.58% +40,971 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 394,862 $36.6M 3.15% -28,092 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 383,975 $35.6M 7.1% -2,090 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 369,338 $34.2M 0.07% -188,397 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 368,080 $34.1M 0.09% -48,846 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 349,700 $32.4M 2.45% +143,500 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 347,820 $32.2M +49,073 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 347,591 $32.2M 0.04% -882 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 340,943 $31.6M 2.06% +214,817 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 332,974 $30.9M 0.48% -47,836 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 328,706 $30.5M 2.44% -36,045 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 293,852 $27.2M 0.04% -37,183 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 279,724 $25.9M 5.38% -39,707 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 257,179 $23.8M 9.64% +2,078 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 254,653 $23.6M 9.79% -22,571 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 250,995 $23.3M 0.32% +121 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 249,390 $23.1M 0.12% -81,260 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 240,000 $22.2M 3.12% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 237,159 $22M +6,478 Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 233,759 $21.7M 5.25% +15,998 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 221,713 $20.6M 1.73% -8,264 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 222,303 $20.5M 10.44% -5,861 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 219,654 $20.4M 15.96% -35,502 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 218,510 $20.3M 0.1% -3,731 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 217,800 $20.2M 0.01% -2,300 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 214,228 $19.9M 0.68% +1,633 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 210,028 $19.5M 3.29% +18,029 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 203,402 $18.8M 10.42% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 203,477 $18.7M 4.26% -83,002 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 481,492 $18.5M 0.03% new 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 199,047 $18.4M 0.02% -443,484 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 197,153 $18.3M 0.05% -66,973 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 187,866 $17.4M 0.43% -23,508 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 179,945 $16.7M -9,372 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 177,085 $16.4M 1.16% +811 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 175,389 $16.3M 0.38% -9,430 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 174,416 $16.2M 0.19% -16,543 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 173,345 $16.1M 1.8% +7,091 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 170,467 $15.8M 1.25% -12,879 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 165,617 $15.4M 7.73% -8,260 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 165,427 $15.3M 6.79% -35,361 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 164,903 $15.3M 9.22% +59,293 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 164,385 $15.2M 1.96% -7,436 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 159,510 $14.8M 5.12% -1 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 156,173 $14.5M 3.7% -36,817 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 156,013 $14.5M 1.79% -3,059 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 154,324 $14.3M 6.76% -1,832 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 159,084 $14.2M 9.57% -2,421 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 151,200 $14M 0.02% +145,400 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 146,305 $13.6M 0.01% -16,084 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 144,525 $13.4M 0.4% 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 143,754 $13.3M 6.36% -1,392 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 134,223 $12.4M 3.28% +962 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 134,048 $12.4M 0.01% +1,709 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 130,354 $12.1M 0.03% -142,347 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 129,831 $12M 3.4% +1,341 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 129,822 $12M 2.06% -1,724 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 127,109 $11.8M 7.23% -17,469 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 126,440 $11.7M 2.97% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 121,250 $11.2M 1.48% -4,059 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 121,218 $11.2M 1.82% -113,774 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 119,983 $11.1M 2.48% -12,606 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 118,365 $11M 1.37% +5,256 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 115,888 $10.7M 2.73% -5,092 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 115,281 $10.7M 9.22% +3,112 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 125,159 $10.7M 1.06% -2,068 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 115,047 $10.7M 2.45% -488 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 115,033 $10.7M 1.55% +20,645 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 112,332 $10.6M 0.18% +108,466 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 113,386 $10.4M 2.21% +18,701 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 109,897 $10.2M 0.24% +3,605 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 109,574 $10.2M 0.02% new 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 108,723 $10.1M 2.6% -5,918 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 104,390 $9.68M 0.01% -27,945 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 104,119 $9.65M 3.08% +2,924 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 104,981 $9.57M 0.03% -5,116 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 102,322 $9.48M 0.46% -783 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 100,331 $9.3M 1.11% +28 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 100,066 $9.28M 2.26% +2,642 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 99,994 $9.27M 0.68% -2,035 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 99,139 $9.19M 0.07% -712 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 97,794 $9.06M 0.31% -290 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 97,779 $9.06M 0.08% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 97,302 $9.02M 1.31% -22,079 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 97,292 $9.02M 0.89% -4,730 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 96,619 $8.96M 1.17% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 96,596 $8.95M 0.05% +6,884 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 95,394 $8.84M 2.09% +543 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 93,799 $8.69M 1.64% +1,120 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 93,782 $8.69M 0.89% +19,980 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 93,754 $8.69M 0.03% +47,387 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 92,824 $8.6M 2.96% -8,270 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 91,481 $8.48M 0.1% +7,179 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 91,208 $8.45M 0.24% -2,146 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 91,113 $8.45M <0.01% +25,326 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 90,390 $8.38M 1.46% -79,939 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 90,138 $8.35M 0.44% +15,976 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 90,000 $8.34M 0.96% +16,206 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 89,255 $8.27M 0.11% +1,884 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 88,275 $8.18M 0.13% +2,050 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 87,822 $8.14M 0.8% -3,391 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 90,829 $8.11M <0.01% +17,796 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 87,183 $8.08M 3.17% -3,000 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 85,838 $7.96M 0.07% -955 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. 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