JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 100,114,408 $5.07B 0.39% +2,598,084 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 55,398,393 $2.8B 0.2% +555,639 13F-HR Timeline Group Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 16,643,400 $843M 3.4% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 15,159,206 $768M 0.3% +2,464,430 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/ 14,144,362 $716M 0.06% -283,266 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 11,952,498 $605M 0.04% -2,277,784 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 10,999,214 $557M 0.1% +18,375 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 9,185,647 $465M 1.1% +2,969,594 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,823,872 $447M 0.1% -557,405 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,545,925 $430M 3.62% +229,089 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,450,835 $377M 0.09% +320,738 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,588,353 $283M 0.54% +506,315 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,951,561 $251M 0.52% +393,586 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,948,223 $200M 0.08% +496,085 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,778,832 $191M 0.16% +411,404 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,487,685 $177M 0.04% -153,764 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,038,563 $153M +345,828 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,991,624 $151M 0.51% -789,529 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,973,517 $151M 5.59% +1,112,318 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,918,073 $147M 0.04% +902,840 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,682,578 $136M 10.9% +199,486 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,437,316 $123M 0.28% +247,573 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,405,936 $122M 1.3% +98,127 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,277,600 $115M 0.17% +446,800 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,137,779 $108M 3.46% -65,896 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,095,913 $106M 0.15% +284,198 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,029,044 $103M 8.89% +106,461 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,979,162 $100M 0.19% -39,521 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,799,998 $91.1M 14.82% +1,091,012 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,740,737 $88.1M 1.57% +1,590,431 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,651,264 $83.6M 15.65% +36,293 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,626,732 $82.3M 9.75% +176,378 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,626,297 $82.3M 1.84% +5,353 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,555,392 $78.7M 0.08% +50,743 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,529,924 $77.5M 0.39% -677,912 13F-HR/A Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,446,499 $73.2M 4.88% +1,804 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,360,100 $68.9M 0.26% -446,658 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,322,171 $66.9M 0.18% +34,350 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,305,608 $66.1M 1.42% +317,566 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,224,663 $62M +139,567 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,159,783 $58.7M 0.23% +59,153 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,155,416 $58.5M 0.5% +129,958 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,151,353 $58.3M 4.03% +388,666 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,130,496 $57.2M 1.56% +132,460 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,103,950 $55.9M 0.07% -10,342 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,088,892 $55.1M 1.04% -119,151 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,082,614 $54.8M 4.2% +117,651 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,000,000 $50.6M 2.01% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 997,041 $50.5M 9.36% +286,564 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 995,000 $50.4M 58.42% -500,000 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 976,648 $49.4M 0.3% +25,833 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 972,181 $49.2M 0.47% +55,426 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 953,920 $48.3M 0.16% -221,086 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 930,368 $47.1M 0.71% +161,263 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 931,809 $47M 9.08% -16,535 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 917,926 $46.3M 8.36% +486,366 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 893,775 $45.3M 0.27% +194,443 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 893,474 $45.2M <0.01% +4,919 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 866,053 $43.8M 1.7% +30,241 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 854,218 $43.2M 3.2% +152,994 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 848,945 $43M 0.03% +688,390 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 834,658 $42.3M 0.04% +381,973 13F-HR/A Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 817,627 $41.4M 1% +15,943 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 813,101 $41.2M 10.92% +65,099 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 780,797 $39.5M 4.04% +200,000 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 765,101 $38.7M 0.57% +7,578 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 743,461 $37.6M 7.19% -6,518 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 727,488 $36.8M 16.05% +251,494 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 699,097 $35.4M 0.05% +451,237 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 698,925 $35.4M +85,407 Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 693,541 $35.1M 1.86% -24,563 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 685,048 $34.7M 0.09% +142,652 13F-HR/A Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 658,768 $33.4M 8.36% +31,258 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 653,962 $33.1M 10.63% +650,096 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 644,870 $32.6M 0.19% +154,964 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 639,740 $32.4M 0.01% +153,932 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 639,077 $32.4M 0.08% +10,503 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 619,005 $31.3M 6.78% +30,734 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 603,403 $30.6M 0.29% -194,532 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 569,145 $28.8M 0.07% -19,086 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 557,445 $28.2M 0.42% -4,014 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 549,640 $27.8M 0.05% +26,808 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 548,824 $27.8M 6.77% +7,990 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 548,052 $27.7M 0.32% +59,587 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 540,361 $27.4M 14.36% +27,238 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 536,136 $27.1M 0.89% +250,034 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 531,597 $26.9M 0.52% +512,723 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 530,755 $26.9M 11.55% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 532,584 $26.9M 1.37% +32,098 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 529,710 $26.8M 7.46% -14,128 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 527,358 $26.7M 11.13% +36,371 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 521,620 $26.4M 5.78% +31,487 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 520,801 $26.4M 1.96% +102,151 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 519,371 $26.3M 0.32% +97,218 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 508,615 $25.8M 1.35% +8,273 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 506,086 $25.6M 2.95% +2,604 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 502,579 $25.4M 1.19% +15,560 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 495,766 $25.1M 8.88% +385,022 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 495,496 $25.1M 5.67% -51,203 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 494,091 $25M 2.24% +7,053 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 482,233 $24.4M 1.89% -11,229 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 479,049 $24.3M 3.1% +7,525 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 476,420 $24.1M 1.62% +18,234 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 473,049 $24M 1.44% -3,393 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 472,729 $23.9M 2.15% +16,425 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 472,639 $23.9M 9.29% -25,668 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 464,030 $23.5M 4.77% +388,312 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 461,493 $23.4M 0.88% +112,485 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 454,891 $23M 10.04% -323,828 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 452,457 $22.9M 2.78% +92,131 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 436,496 $22.1M 0.63% +57,379 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 434,757 $21.9M 11.41% -9,390 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 425,126 $21.5M 1.57% -30,364 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 421,846 $21.4M 0.11% -75,107 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 415,706 $21M 5.24% +6,114 13F-HR Timeline Endurance Services Ltd More: the full row for Endurance Services Ltd 415,000 $21M 3.89% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 413,499 $20.9M 2.76% -62,207 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 412,543 $20.9M 1.87% +20,821 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 412,286 $20.9M 6.44% -6,426 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 407,333 $20.6M 3.37% +19,989 13F-HR/A Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 403,647 $20.4M 3.27% -651,028 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 398,642 $20.2M 8.87% +4,459 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 398,062 $20.2M 2.76% +17,625 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 395,490 $20M 0.62% +14,710 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 393,151 $19.9M 9.03% +22,872 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 392,898 $19.9M 3.48% -26,802 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 390,054 $19.7M 6.6% -24,034 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 389,787 $19.7M 0.24% +1,522 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 386,090 $19.5M 15.49% -94,441 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 385,860 $19.5M 1.25% +381,547 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 386,113 $19.5M 15.19% +59,790 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 381,892 $19.3M 0.36% +26,270 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 380,835 $19.3M 2.66% 0 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 373,901 $18.9M 7.83% +67,862 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 370,920 $18.8M 0.11% -13,598 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 369,446 $18.7M 2.61% +29,415 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 367,280 $18.6M 2.74% +99,683 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 360,212 $18.2M 0.43% +65,901 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 350,981 $17.8M 0.8% +84,174 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 347,730 $17.6M 1.21% +33,787 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 344,465 $17.4M 15.78% +18,334 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 343,889 $17.4M 11.74% +4,463 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 341,055 $17.3M 0.15% -61,418 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 337,158 $17.1M 3.02% +27,301 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 336,190 $17M 1.41% +15,299 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 335,395 $17M 7.64% -37,720 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 334,139 $16.9M 3.43% -11,321 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 333,975 $16.9M 5.7% +23,018 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 333,927 $16.9M 9.58% +286,126 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 329,602 $16.7M 7.62% -66,167 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 323,790 $16.4M 4.67% +12,719 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 320,108 $16.2M 4.37% +14,169 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 318,829 $16.1M 5.2% +134,762 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 316,962 $16M 0.65% +9,831 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 313,846 $15.9M 0.19% +99,147 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 312,615 $15.8M 0.19% +289,620 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 312,172 $15.8M 4.67% +19,437 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 309,681 $15.7M 15.41% +5,105 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 309,225 $15.7M 0.64% +78,480 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 306,414 $15.5M 2.97% +119,453 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 305,076 $15.4M 3.48% +6,673 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 301,252 $15.3M -109,441 Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 300,569 $15.2M 3.97% +25,144 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 299,778 $15.2M 6.65% +5,001 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 299,092 $15.1M 2.19% +25,170 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 297,518 $15.1M 4.23% -45,043 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 293,851 $14.9M 7.16% -57,426 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 292,510 $14.8M 0.19% -20,833 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 291,172 $14.7M 1% +21,396 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 290,872 $14.7M 0.29% -2,218 13F-HR Timeline Group SCOTIA CAPITAL INC. 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