JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 98,255,683 $4.97B 0.29% -2,040,794 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 63,410,002 $3.21B 0.17% +2,270,983 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 19,992,863 $1.01B 0.23% +91,088 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/ 18,129,440 $917M 0.06% +1,930,894 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 13,758,242 $696M 1.18% +106,203 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,793,148 $647M 0.03% +4,225,991 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 12,005,579 $607M 0.08% +373,427 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,835,783 $599M 0.1% -65,466 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,065,428 $507M 2.84% +514,497 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 9,882,715 $500M -930,097 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,111,281 $309M 0.08% -559,511 13F-HR Timeline Group Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 5,919,494 $299M 0.82% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,448,316 $276M 0.33% +261,443 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,291,854 $268M 0.05% -80,967 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,831,585 $244M 14.2% +72,490 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,295,474 $217M -1,254,864 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,090,820 $207M 0.19% +713,518 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,883,899 $196M 0.33% +241,443 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,647,775 $184M 0.1% +245,314 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,839,964 $144M 0.03% +139,587 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,714,023 $137M 0.16% +298,239 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,701,053 $137M 7.45% +706,414 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,667,552 $135M 0.05% +470,859 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,455,093 $124M 3.98% -356,407 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,360,792 $119M 0.69% +603,601 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 2,248,144 $114M 16.36% +193,954 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,170,646 $110M +6,711 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,142,892 $108M 0.09% +305,362 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,080,200 $105M 0.13% +266,497 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,057,137 $104M 5.65% +137,582 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,005,435 $101M 0.23% -1,455,810 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,988,463 $101M 0.1% +662,886 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,973,968 $99.8M 2.74% -160,659 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,922,804 $97.2M 1.55% -397,238 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,827,293 $92.4M 4.3% +87,762 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,813,274 $91.7M +12,739 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,778,961 $90M 0.15% +147,619 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,774,918 $89.8M 1.74% -15,866 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,580,803 $79.9M 1.06% -1,162,107 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,449,390 $73.3M 0.36% +318,950 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,375,821 $69.6M 0.12% +75,088 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,335,879 $67.6M 0.03% +1,208,752 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,303,970 $65.9M 6.64% +26,896 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,300,703 $65.8M 3.92% -104,495 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,294,929 $65.5M 0.87% -80,876 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,282,964 $64.9M 4.96% +2,167 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,272,405 $64.3M 4.3% +112,592 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,260,051 $63.7M 0.19% +106,107 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,198,932 $60.5M 8.69% +4,051 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,185,486 $60M 2.17% +41,370 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,181,875 $59.7M 0.33% -67,941 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,174,372 $59.4M 0.05% +16,369 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,125,142 $56.9M 0.12% +200,799 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,104,176 $55.8M 0.09% +40,466 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,099,150 $55.6M 5.05% +325,251 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,074,374 $54.3M 0.35% +7,772 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,060,184 $53.6M 4.8% +957,783 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,046,242 $52.9M 0.12% +102,538 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,002,831 $50.7M 1.12% +775,831 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 994,969 $50.3M 16.97% +348,125 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 986,804 $49.9M 0.23% -297,036 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 953,692 $48.2M 6.21% +47,631 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 912,435 $46.1M 1.79% -7,898 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 905,774 $45.8M 0.21% +173,556 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 900,000 $45.5M 39.09% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 885,033 $44.8M 0.82% +23,769 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 866,882 $43.8M 5.18% +31,563 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 850,126 $43M -6,424 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 846,270 $42.8M 1.64% +205,505 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 838,201 $42.4M 0.51% -84,873 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 826,961 $41.8M 0.47% -2,261 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 821,078 $41.5M 1.9% +19,113 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 797,365 $40.3M 6.14% -16,824 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 794,088 $40.2M 0.15% +5,486 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 789,598 $39.9M +546,580 Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 744,455 $37.6M 6.08% +21,445 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 722,623 $36.5M 1.93% +3,564 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 718,740 $36.4M 6.26% -719 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 716,865 $36.3M 15.12% +170,502 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 714,153 $36.1M 0.01% +19,058 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 706,267 $35.7M 0.04% +18,233 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 703,341 $35.6M +93,246 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 695,481 $35.2M 0.05% -52,611 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 686,045 $34.7M 0.66% -18,355 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 685,795 $34.7M 0.12% -924,044 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 681,739 $34.5M 6.42% -35,781 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 670,922 $33.9M 6.68% +95,087 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 668,362 $33.8M 5.09% +220,226 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 663,670 $33.6M 0.36% -243,676 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 658,706 $33.3M 7.57% +21,209 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 654,851 $33.1M 0.94% +51,708 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 651,468 $32.9M 6.73% -136,526 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 643,064 $32.5M 0.87% +35,595 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 640,700 $32.4M 1.2% +23,133 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 623,361 $31.5M 0.13% +150,239 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 621,985 $31.5M 0.36% +41,108 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 619,993 $31.4M 3.62% +62,589 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 618,387 $31.3M 8.91% +9,433 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 612,480 $31M 5.12% +139,271 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 610,033 $30.8M 1.3% +374,889 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 587,095 $29.7M 0.02% +281,218 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 581,430 $29.4M 4.8% +31,824 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 573,696 $29M 3.97% new 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 571,842 $28.9M 9.16% +173,316 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 565,252 $28.6M 0.17% +30,670 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 560,962 $28.4M 5.47% +79,495 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 553,871 $28M 0.2% -3,384 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 551,569 $27.9M 0.46% -138,809 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 547,556 $27.7M 1.43% +3,771 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 546,360 $27.6M 6.13% +36,998 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 543,560 $27.5M 1.96% +18,215 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 537,730 $27.2M 0.13% +16,594 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 518,316 $26.2M 0.62% +66,786 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 504,872 $25.5M 5.45% +2,246 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 504,422 $25.5M 4.96% -12,418 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 500,113 $25.3M 8.41% -33,619 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 494,716 $25M 2.25% +8,380 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 492,953 $24.9M 10.51% +26,660 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 490,768 $24.8M 3.74% -202,505 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 482,831 $24.4M 0.74% -14,942 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 476,780 $24.1M 1.18% +1,750 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 475,806 $24.1M 1.05% -5,457 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 471,203 $23.8M 2.7% +28,137 13F-HR Timeline American Trust More: the full row for American Trust 468,313 $23.7M 1.83% -48,050 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 463,219 $23.4M 0.05% -151,232 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 456,852 $23.1M 6.92% +5,131 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 456,124 $23.1M 2.32% +29,400 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 452,357 $22.9M 0.03% -10,659 13F-HR/A Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 449,897 $22.8M 1.39% -5,166 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 447,169 $22.6M 0.3% +8,606 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 446,878 $22.6M 1.36% +43,764 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 440,964 $22.3M 7.56% -9,405 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 439,827 $22.2M 3.69% -71,563 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 431,876 $21.8M 0.66% +144,742 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 427,771 $21.6M 2.54% -18,841 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 421,402 $21.3M 1.17% 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 417,897 $21.1M +17,453 Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 414,063 $20.9M 1.29% -2,138 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 412,854 $20.9M 0.39% +100,339 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 411,749 $20.8M 1.33% -32,346 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 409,731 $20.7M 0.42% +225,811 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 402,230 $20.3M 12.25% -10,109 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 399,763 $20.2M 4.23% +77,388 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 396,714 $20.1M 3.72% +11,150 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 396,256 $20M 7.49% -3,391 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 395,728 $20M 12.68% +2,376 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 394,888 $20M 0.16% +49,922 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 394,346 $19.9M 7.87% -40,932 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 388,992 $19.7M 4.45% +23,639 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 388,798 $19.7M 0.01% new 13F-HR Timeline Group White Wing Wealth Management More: the full row for White Wing Wealth Management 388,423 $19.6M 10.25% -13,385 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 383,190 $19.4M 1.84% +17,358 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 381,370 $19.3M 0.55% -42,804 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 380,948 $19.3M 3.67% -6,831 13F-HR/A Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 380,490 $19.2M 2.31% +66,726 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 374,519 $18.9M 1.09% -5,973 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 374,421 $18.9M 0.09% +223,160 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 371,068 $18.8M 0.23% +365,228 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 370,632 $18.7M 0.03% -17,138 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 369,961 $18.7M 5.54% +159,393 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 367,780 $18.6M 8.21% -571,097 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 363,803 $18.4M 1.43% +14,100 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 363,695 $18.4M 0.13% +9,391 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 363,347 $18.4M 0.05% -16,289 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 359,025 $18.2M 0.22% +305,607 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 356,830 $18M 0.24% -5,233 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 355,291 $18M 1.49% -12,562 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 354,161 $17.9M 4.59% -25,639 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 353,105 $17.9M 0.58% -5,638 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 349,951 $17.7M 0.2% +63,213 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 346,668 $17.5M 0.25% -1,049 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 345,746 $17.5M 6.2% -15,492 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 342,661 $17.3M 2.92% new 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 342,342 $17.3M 4.34% -3,408 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 341,660 $17.3M 11.3% -9,343 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 337,387 $17.1M 0.85% +7,700 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 332,252 $16.8M 1.21% +23,430 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 332,184 $16.8M 5.52% +45,265 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. 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More: the full row for Financial Solutions Advisory Group, Inc. 304,972 $15.4M 1.95% +34,381 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 298,529 $15.1M 0.14% +295,476 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 298,476 $15.1M 0.02% -53,602 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 295,794 $15M 5.37% +2,043 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 283,265 $14.3M 6.04% -134 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 279,870 $14.2M 5.3% +19,357 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 279,354 $14.1M 0.24% -4,664 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 278,967 $14.1M 2.35% +48,094 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 278,757 $14.1M 3.95% +25,142 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 277,545 $14M 5.35% +25,260 13F-HR Timeline