JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,119,839 $614M 0.04% -728,623 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,772,836 $343M 0.08% +567,567 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,262,506 $267M 0.14% +492,873 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,389,856 $222M 8.14% +127,477 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,089,282 $207M 0.19% +453,838 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,257,514 $165M 0.03% +383,048 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,124,556 $158M 0.06% +1,704,781 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,969,076 $150M 0.01% +233,319 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,629,605 $132M 0.22% +361,372 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,208,795 $112M +274,850 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,788,903 $90.6M 0.02% +50,360 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,512,748 $76.6M 0.12% +230,739 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,353,508 $68.6M 0.33% +349,271 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,350,673 $68.4M 3.81% -55,156 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,335,459 $67.6M 1.68% +94,295 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,257,661 $63.7M <0.01% +92,404 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,255,802 $63.6M 1.06% -12,830 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,146,449 $58.1M 0.43% +349,188 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,076,926 $54.6M 0.06% +100,247 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 993,028 $50.3M 0.08% +114,924 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 965,274 $48.9M 6.26% +47,135 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 873,906 $44.3M 0.34% -2,829 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 810,353 $41M 8.95% +12,430 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 793,283 $40.2M 0.73% +17,946 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 748,040 $37.9M 0.23% +13,376 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 728,056 $36.9M 7.54% +5,631 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 724,122 $36.7M 0.07% +160,031 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 695,877 $35.2M +49,753 Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 664,690 $33.7M 7.35% +431,905 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 664,214 $33.6M 2.51% +73,075 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 655,314 $33.2M 0.13% +1,675 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 653,474 $33.1M 0.67% -26,620 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 651,078 $33M 0.39% +169,499 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 648,294 $32.8M 0.03% -176,249 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 641,928 $32.5M 0.06% +22,831 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 599,909 $30.4M 0.04% -76,380 13F-HR/A Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 582,550 $29.5M 4.95% +91,102 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 551,894 $28M 0.04% +66,698 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 537,668 $27.2M 0.72% +58,533 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 520,742 $26.4M 3.56% +141,861 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 516,975 $26.2M 0.23% +41,722 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 504,030 $25.5M 0.71% +27,356 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 500,367 $25.3M 1.86% +19,938 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 484,965 $24.6M 1.9% +267,411 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 475,402 $24.1M 0.03% +42,430 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 470,566 $23.8M 1.75% +85,964 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 444,537 $22.1M 1.2% -135,627 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 432,992 $21.9M 4.51% -15,935 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 426,082 $21.6M <0.01% -8,151 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 400,958 $20.3M 0.09% +389,618 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 400,095 $20.3M 2.01% -13,115 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 397,279 $20.1M 7.21% +16,733 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 385,070 $19.5M 0.06% +103,047 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 380,323 $19.3M 1.4% +109,117 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 376,061 $19M +62,109 Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 369,734 $18.7M 2.86% +84,525 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 359,313 $18.2M 0.28% +111,587 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 356,903 $18.1M 0.2% +1,519 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 346,476 $17.6M 9.69% -122,487 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 345,172 $17.5M 1.28% -6,309 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 337,742 $17.1M 3.88% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 331,936 $16.8M 2.27% +6,275 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 336,222 $16.8M 2.08% new 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 329,861 $16.7M 11.15% +32,511 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 328,817 $16.7M 0.04% +17,900 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 323,908 $16.4M 2.37% +6,999 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 313,229 $15.9M 1.86% +4,153 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 312,202 $15.8M 0.62% +31,500 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 304,147 $15.4M 2.62% +71,956 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 289,678 $14.7M 1.04% +12,674 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 288,087 $14.6M 1.39% -108 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 274,073 $13.9M 1.76% +39,244 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 267,138 $13.5M 0.11% +74,683 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 265,506 $13.4M 1.01% +3,250 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 261,910 $13.3M 0.16% +142,335 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 257,354 $13M 1.3% -66,429 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 257,179 $13M 2.91% -27,302 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 256,993 $13M 4.93% +116,483 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 251,191 $12.7M 0.15% +40,180 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 247,480 $12.5M 0.29% +47,811 13F-HR Timeline Group HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 245,301 $12.4M 3.19% +8,426 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 230,771 $11.7M 1.42% +5,051 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 225,686 $11.4M 0.18% +44,014 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 224,887 $11.4M 0.02% +196,287 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 224,288 $11.4M 2.21% -19,817 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 220,422 $11.2M 2.51% +18,216 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 219,313 $11.1M 0.04% -10,213 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 218,998 $11.1M <0.01% +53,110 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 211,096 $10.7M 0.12% +181,412 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 210,875 $10.7M 1.99% +25,311 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 209,551 $10.6M 0.46% +11,694 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 209,537 $10.6M 0.01% +5,295 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 209,101 $10.6M 0.57% +962 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 204,595 $10.4M 1.96% +5,674 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 203,952 $10.3M 0.19% +15,843 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 201,932 $10.2M 0.52% +11,110 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 201,271 $10.2M 0.41% +1,825 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 193,799 $9.82M 0.25% +74,836 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 187,820 $9.51M 1.58% +13,366 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 182,958 $9.27M 0.01% +78,733 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 179,784 $9.11M 0.04% -27,759 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 173,682 $8.8M +11,180 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 168,454 $8.52M 0.05% +11,677 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 167,312 $8.48M 0.05% +102,769 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 166,534 $8.44M 0.11% +19,538 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 161,098 $8.16M +3,701 Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 160,874 $8.15M 0.57% +3,385 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 160,613 $8.14M 0.16% +71,016 13F-HR Timeline Group 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 159,631 $8.09M 6.91% +6,255 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 158,074 $8.01M 2.51% +2,306 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 157,953 $8M 0.37% +85,338 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 155,996 $7.9M 0.1% +37,281 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 155,263 $7.86M <0.01% +15,905 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 152,292 $7.71M 0.7% +7,677 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 150,599 $7.63M 0.01% +6,364 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 149,599 $7.58M 1.63% +18,705 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 146,169 $7.4M 0.12% -7,689 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 144,042 $7.3M 0.04% -64,663 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 139,531 $6.98M 1.2% -1,955 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 137,455 $6.96M 0.82% +4,523 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 137,001 $6.94M 1.33% +6,167 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 136,030 $6.89M 0.31% +1,368 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 135,791 $6.88M 0.04% +542 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 135,577 $6.87M 0.66% +954 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 132,238 $6.7M 0.33% +6,647 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 130,633 $6.62M 2.41% +484 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 130,289 $6.6M 0.54% +17,452 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 129,870 $6.58M 0.8% +97,903 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 127,268 $6.45M 0.04% +23,593 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 126,012 $6.38M 0.1% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 123,269 $6.24M 1.84% +35,425 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 113,404 $5.74M 0.06% +10,238 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 111,947 $5.67M 0.4% +29,022 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 111,283 $5.64M <0.01% -545,144 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 109,873 $5.54M 0.8% +4,185 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 107,479 $5.44M 0.19% +5,043 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 106,601 $5.4M 0.77% +2,475 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 106,023 $5.37M 0.05% +18,169 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 105,539 $5.35M 1.02% +42,223 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 104,293 $5.28M 1.07% -2,869 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 103,060 $5.22M 0.02% +65,199 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 101,909 $5.16M 0.05% +13,674 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 101,151 $5.12M 2.81% +9,151 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100,446 $5.09M 1.18% +2,296 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 99,721 $5.05M 0.25% +59,570 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 97,587 $4.94M 0.66% +8,170 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 94,998 $4.81M 0.04% -6,776 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 92,638 $4.69M 0.29% +35,967 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 89,609 $4.54M 1.09% -98 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 89,544 $4.54M 0.06% +72,752 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 87,996 $4.46M 0.18% +1,710 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 87,510 $4.43M 0.11% +16,251 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 83,700 $4.24M 0.21% +4,004 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 81,300 $4.12M 3.46% +10,589 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 81,292 $4.12M 0.35% +42,354 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 79,879 $4.05M 0.01% +3,843 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 78,223 $3.96M 0.19% 0 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 76,623 $3.88M 0.82% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 76,087 $3.85M 0.45% +3,805 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 74,512 $3.77M 0.02% -1,115 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 74,215 $3.76M 0.15% +18,015 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 73,926 $3.74M 1.37% +1,026 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 73,349 $3.72M 0.01% +14,631 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 73,327 $3.71M 0.77% +40,232 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 72,994 $3.7M 0.9% -37,350 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 70,395 $3.57M 0.24% +39,635 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 69,610 $3.53M 0.1% +52,375 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 68,398 $3.46M 0.33% -3,267 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 67,919 $3.44M 2.2% -3,834 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 66,594 $3.37M 0.04% -217 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 65,933 $3.34M <0.01% -10,617 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 64,028 $3.24M 0.37% +5,269 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 62,995 $3.19M +11,250 Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 62,975 $3.19M 1.91% -512 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 62,749 $3.18M 0.69% +2,335 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 62,642 $3.17M 1.24% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 62,419 $3.16M 0.06% +3,049 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 60,901 $3.08M 0.02% +209 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 60,247 $3.05M 0.76% +12,128 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 60,000 $3.04M 1.35% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 59,253 $3M 1.04% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 59,009 $2.99M 0.29% -8,374 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 57,674 $2.92M 0.21% +9,031 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 57,652 $2.92M 0.68% -711 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 57,136 $2.89M 0.22% +6,762 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 55,588 $2.82M 0.08% +4,933 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 55,210 $2.8M 0.33% +46,394 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 55,862 $2.78M +31,274 Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 54,604 $2.77M 0.79% -1,941 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 53,651 $2.72M -27,455 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 53,015 $2.69M 0.03% +20,003 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 52,136 $2.64M 1.35% +9,535 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 50,800 $2.57M 0.43% +20,000 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 50,597 $2.56M 2.15% +7,099 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 50,254 $2.55M 0.05% +3,650 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 49,858 $2.53M 0.67% +3,071 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 49,678 $2.52M 0.19% +256 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 49,506 $2.51M 0.06% +7,121 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 49,512 $2.51M 0.25% +42,476 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 48,681 $2.43M 0.13% +32,670 13F-HR Timeline