JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,848,462 $642M 0.04% -743,639 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,205,269 $310M 0.08% +673,345 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,769,633 $238M 0.15% +609,927 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,262,379 $213M 8.91% +1,044,894 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,635,444 $182M 0.19% +761,782 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,874,466 $144M 0.03% +119,001 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/ 2,735,757 $137M 0.01% +529,795 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,268,233 $114M 0.25% -449,393 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,933,945 $96.7M +319,259 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,738,543 $86.9M 0.03% -203,414 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,419,775 $70.8M 0.03% +664,233 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,405,829 $70.3M 4.51% +158,953 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,282,009 $64.1M 0.11% +69,089 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,268,632 $63.4M 1.2% +38,093 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,241,164 $62M 1.7% -10,236 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,165,257 $58.3M <0.01% +413,837 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,004,237 $50.2M 0.4% +386,302 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 976,679 $48.8M 0.07% +80,138 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 918,139 $45.9M 6.45% +276,263 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 878,104 $43.9M 0.08% +82,299 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 876,735 $43.8M 0.37% +131,059 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 824,543 $41.2M 0.04% +14,724 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 797,923 $39.9M 9.7% +16,373 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 797,261 $39.9M 0.35% +392,171 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 775,337 $38.8M 0.76% +58,732 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 734,664 $37.1M 0.24% +40,791 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 722,425 $36.1M 8.13% +11,107 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 680,094 $34M 0.78% -114,451 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 676,289 $33.8M 0.05% -63,650 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 656,427 $32.8M 0.04% +570,812 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 653,639 $32.7M 0.19% +16,216 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 646,124 $32.3M +68,307 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 632,187 $31.6M 0.08% +117,110 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 619,097 $30.9M 0.06% -9,965 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 591,139 $29.6M 2.44% +60,992 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 580,164 $29.1M 1.73% +124,986 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 564,091 $28.2M 0.08% -3,172 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 491,448 $24.6M 4.81% +33,687 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 485,196 $24.3M 0.03% +47,596 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 481,579 $24.1M 0.34% +245,980 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 480,429 $24M 1.94% +111,139 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 479,135 $24M 0.77% +43,847 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 476,674 $23.8M 0.76% +49,705 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 475,253 $23.8M 0.24% +20,604 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 468,963 $23.4M 13.34% -21,493 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 448,927 $22.4M 4.85% +26,027 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 434,233 $21.7M <0.01% +238,476 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 432,972 $21.6M 0.03% -2,376 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 413,210 $20.7M 2.31% +10,488 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 384,602 $19.2M 1.6% +50,744 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 380,546 $19M 7.55% -9,671 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 378,881 $18.9M 2.75% -86,083 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 355,384 $17.8M 0.23% +68,316 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 351,481 $17.6M 1.39% -1,218 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 325,661 $16.3M 2.48% +2,463 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 323,783 $16.2M 1.8% +56,598 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 316,909 $15.8M 2.51% +116,601 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 313,952 $15.7M +11,067 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 310,917 $15.5M 0.04% -16,402 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 309,076 $15.5M 2.23% +160,993 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 297,350 $14.9M 11.14% +27,224 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 288,195 $14.4M 1.59% +38,158 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 285,209 $14.3M 2.37% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 284,481 $14.2M 3.62% +15,202 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 282,023 $14.1M 0.07% +43,800 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 280,702 $14M 0.59% +27,520 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 277,004 $13.8M 1.13% +8,241 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 271,206 $13.6M 1.11% -13,392 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 262,256 $13.1M 1.1% +4,588 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 258,177 $12.9M 0.05% +45,761 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 247,726 $12.4M 0.23% +26,388 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 244,105 $12.2M 2.7% +16,144 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 236,875 $11.8M 3.38% +10,702 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 234,829 $11.7M 1.7% +16,244 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 232,785 $11.6M 2.76% -17,555 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 232,191 $11.6M 2.32% -123,727 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 229,526 $11.5M 0.05% -127,877 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 227,954 $11.4M <0.01% +213,003 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 225,720 $11.3M 1.58% -229 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 217,554 $10.9M 1.03% +6,233 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 211,011 $10.5M 0.13% +67,785 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 208,705 $10.4M 0.06% +14,723 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 208,139 $10.4M 0.72% +23,853 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 207,543 $10.4M 0.05% +47,972 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 204,242 $10.2M 0.01% +13,423 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 202,206 $10.1M 2.48% +70,647 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 199,669 $9.98M 0.26% +15,861 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 199,446 $9.97M 0.46% +59,921 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 198,921 $9.94M 2.03% +26,344 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 197,857 $9.89M 0.49% +3,052 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 192,455 $9.62M 0.09% -5,593 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 190,822 $9.61M 0.54% +30,843 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 188,109 $9.4M 0.19% -21,446 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 185,564 $9.28M 1.9% +23,271 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. 181,672 $9.08M 0.17% +43,275 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 174,454 $8.72M 1.56% +5,931 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 165,888 $8.29M <0.01% -18,049 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 162,502 $8.12M +31,843 Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 157,489 $7.87M 0.62% +25,446 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 157,397 $7.87M +15,955 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 156,777 $7.84M 0.05% +16,767 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 155,768 $7.79M 2.72% +14,906 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 153,858 $7.69M 0.14% -2,378 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 153,376 $7.67M 7.12% +3,573 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 146,996 $7.35M 0.11% +16,865 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 144,615 $7.23M 0.76% +21,104 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 144,235 $7.21M 0.01% -3,869 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 141,486 $7.07M 1.21% -881 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 140,510 $7.02M 3.09% +410 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 139,358 $6.97M <0.01% -137,365 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 135,249 $6.76M 0.05% -172 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 134,662 $6.73M 0.35% +26,423 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 134,623 $6.73M 0.73% +25,646 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 132,932 $6.68M 0.82% +769 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 130,894 $6.54M 1.59% -1,456 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 130,834 $6.54M 1.38% +7,794 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 130,149 $6.51M 2.6% -23,216 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 125,934 $6.3M 0.06% +85,649 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 125,591 $6.28M 0.35% +4,833 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 119,575 $5.98M 0.1% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 118,963 $5.95M 0.18% +36,303 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 118,715 $5.93M 0.09% +27,064 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 112,837 $5.64M 0.51% +23,114 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 110,344 $5.51M 1.53% +54,178 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 107,162 $5.36M 1.14% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 105,688 $5.29M 0.87% +4,304 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 104,564 $5.23M 0.25% +899 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 104,225 $5.21M 0.01% +20,709 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 104,126 $5.21M 0.82% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 103,675 $5.18M 0.04% +26,482 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 103,166 $5.16M 0.06% +35,402 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 102,436 $5.12M 0.21% +33,316 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 101,774 $5.09M 0.04% +4,234 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98,150 $4.91M 1.29% +4,734 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 92,000 $4.6M 2.7% +36,521 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 89,707 $4.48M 1.2% +14,668 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 89,597 $4.48M 0.17% -7,810 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 89,417 $4.47M 0.69% +6,489 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 88,235 $4.41M 0.04% +55,331 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 87,854 $4.39M 0.05% -11,940 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 87,844 $4.39M 1.57% +39,669 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 86,286 $4.31M 0.19% -1,551 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 85,353 $4.27M 4.56% -73,407 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 82,925 $4.15M 0.31% -29,971 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 81,712 $4.08M 0.3% +338 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 81,106 $4.05M +55,883 Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 79,696 $3.98M 0.22% +28,487 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 78,223 $3.91M 0.21% -2,140 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,550 $3.83M <0.01% +587 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 76,036 $3.8M 0.01% +6,713 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75,627 $3.78M 0.02% +2,760 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 75,159 $3.76M 0.09% +55,825 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 72,900 $3.64M 1.49% +8,825 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 72,615 $3.63M 0.19% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 72,282 $3.61M 0.49% +22,314 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 71,753 $3.59M 2.39% -1,074 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 71,665 $3.58M 0.38% +2,469 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 71,259 $3.56M 0.11% +15,508 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 70,711 $3.53M 3.33% +1,434 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 68,594 $3.43M 0.04% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 67,383 $3.37M 0.38% +5,524 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 66,811 $3.34M 0.05% +22,433 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 64,543 $3.23M 0.02% +7,919 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 63,487 $3.17M 2.06% +490 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 63,316 $3.17M 0.67% +15,270 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 60,692 $3.03M 0.02% +32,789 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 60,414 $3.02M 0.68% -32,184 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 60,028 $3M 1.19% +1,942 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 59,370 $2.97M 0.06% +1,509 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 58,979 $2.95M 0.39% +4,684 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 58,759 $2.94M 0.39% +27,000 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 58,718 $2.94M 0.01% -1,114 13F-HR/A Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 58,363 $2.92M 0.8% +504 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 56,671 $2.83M 0.21% +27,762 13F-HR Timeline Whitegate Investment Counselors, Inc. 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