JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 88,956,565 $4.51B 0.31% -11,157,843 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 60,510,473 $3.07B 0.2% +5,112,080 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 16,914,662 $857M 0.29% +1,755,456 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/ 16,306,977 $826M 0.07% +2,162,615 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,190,727 $669M 0.04% +1,238,229 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 11,291,079 $572M 1.22% +2,105,432 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,093,296 $562M 0.1% +94,082 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,326,265 $473M 0.1% +502,393 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,888,716 $450M 3.6% +342,791 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,104,149 $411M 0.09% +653,314 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,853,875 $346M 0.57% +1,265,522 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,231,134 $265M 0.47% +279,573 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,823,169 $244M 0.18% +1,044,337 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,640,409 $235M 0.08% +692,186 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,367,887 $221M 0.04% +880,202 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,994,892 $202M +956,329 Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,814,842 $193M 13.6% +1,132,264 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,582,584 $182M 0.04% +664,511 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,750,037 $139M 0.25% +312,721 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,449,966 $124M 0.16% +354,053 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,447,023 $124M 0.53% +917,099 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,384,083 $121M 0.37% -607,541 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,937,480 $98.2M 0.17% -41,682 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,926,101 $97.6M 7.42% -102,943 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,714,006 $86.9M 15.1% +62,742 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,690,544 $85.7M 3.08% -447,235 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,667,229 $84.5M 3.04% -1,306,288 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,662,322 $84.2M 0.08% +106,930 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,635,175 $82.9M 1.73% +8,878 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,569,722 $79.6M 11.55% -230,276 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,478,317 $74.9M 4.66% +31,818 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,421,212 $71.8M 11.9% +503,286 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,406,864 $71.3M 0.17% +84,693 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,319,673 $66.9M 0.23% +95,010 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,310,993 $66.4M 4.15% +159,640 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,258,877 $63.8M 1.25% +1,138,031 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,203,845 $61M 0.34% +310,070 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,182,910 $59.9M 10.34% +185,869 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,182,696 $59.9M 0.17% +228,776 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,181,800 $59.9M 0.21% -178,300 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,181,376 $59.9M 1.44% +50,880 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,144,823 $58M 0.04% +310,165 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,137,305 $57.6M 6.76% -489,427 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 1,135,570 $57.6M 0.47% -19,846 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,134,769 $57.5M 0.2% -25,014 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,109,451 $56.2M 0.07% +5,501 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,090,193 $55.3M 0.3% +113,545 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,029,052 $52.2M 5.06% -53,562 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,000,000 $50.7M 3.9% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 988,281 $50.1M 0.04% +139,336 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 975,829 $49.5M 0.42% +3,648 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 958,195 $48.6M 5.98% +505,738 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 932,776 $47.3M 7.8% +967 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 927,786 $47M 0.65% -2,582 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 927,651 $47M 8.63% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 916,646 $46.5M 0.24% +271,776 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 911,417 $46.2M 0.07% +361,777 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 906,410 $45.9M 0.1% +267,333 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 853,286 $43.2M 1.4% -12,767 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 811,134 $41.1M 2.84% -43,084 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 780,797 $39.6M 4.14% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 779,786 $39.5M 9.74% -33,315 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 778,775 $39.5M +79,850 Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 765,271 $38.8M 6.95% +21,810 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 757,505 $38.4M 0.66% -331,387 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 742,626 $37.6M 0.52% -22,475 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 736,843 $37.3M 0.05% +37,746 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 710,250 $36M 5.31% +306,603 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 708,208 $35.9M 1.86% +14,667 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 694,407 $35.2M +9,359 Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 690,854 $35M 10.33% +36,892 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 676,769 $34.3M 0.08% +468,198 13F-HR/A Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 674,498 $34.2M 7.34% +179,002 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 644,297 $32.7M 0.01% +4,557 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 630,157 $31.9M 0.07% +61,012 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 609,786 $30.9M 0.25% +6,383 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 605,364 $30.7M 7.14% -53,404 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 604,678 $30.6M 7.5% +307,160 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 585,114 $29.7M 0.42% +27,669 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 584,421 $29.6M 0.91% +48,285 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 584,169 $29.6M 1.91% +63,368 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 569,580 $28.9M 4.56% +263,166 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 566,156 $28.7M 6.55% +17,332 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 558,897 $28.2M 1.32% +26,313 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 553,661 $28.1M 10.65% +26,303 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. 553,255 $28M 0.62% -752,353 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 546,053 $27.7M 7.21% +16,343 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 545,964 $27.7M 14.55% +464,351 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 542,504 $27.5M 0.28% -5,548 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 539,982 $27.4M 1.06% +189,001 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 533,117 $27M 7.71% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 517,476 $26.2M 1.16% +14,897 13F-HR Timeline American Trust More: the full row for American Trust 517,357 $26.2M 2.47% +452,484 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 516,342 $26.2M 0.33% -1,224,395 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 516,228 $26.2M 1.24% +7,613 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 497,839 $25.2M 5.07% -23,781 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 495,000 $25.1M 28.95% -500,000 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 494,260 $25M 0.27% +104,473 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 493,111 $25M 0.17% +412,148 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 492,206 $24.9M 1.37% +19,157 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 487,444 $24.7M 1.94% -6,647 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 485,706 $24.6M 1.5% +9,286 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 484,804 $24.6M 10.12% -242,684 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 481,731 $24.4M 2.08% +9,002 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 477,120 $24.2M 7.63% -18,646 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 473,102 $24M 0.61% +36,606 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 465,168 $23.6M 2.94% +288,183 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 464,269 $23.5M +163,017 Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 463,748 $23.5M 8.63% -8,891 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 462,090 $23.4M 9.81% +7,199 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 460,530 $23.3M 1.65% -21,703 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 457,425 $23.2M 11.23% -82,936 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 453,674 $23M 6.61% +41,388 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 444,430 $22.5M 6.67% +110,455 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 435,249 $22.1M 8.52% +36,607 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 435,852 $22M 10.39% +1,095 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 434,030 $22M 16% +47,940 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 425,899 $21.6M 1.77% +13,356 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 423,600 $21.5M 0.45% +63,388 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 420,353 $21.3M 3.35% +83,195 13F-HR Timeline Endurance Services Ltd More: the full row for Endurance Services Ltd 415,000 $21M 3.66% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 414,514 $21M 4.88% -1,192 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 411,196 $20.8M 1.42% -13,930 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 409,240 $20.7M 2.66% +11,178 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 407,436 $20.6M 0.59% +11,946 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 402,206 $20.4M 2.4% -11,293 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 398,396 $20.2M 13.68% +12,283 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 394,684 $20M 0.24% +253,457 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 394,616 $20M 0.73% -66,877 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 388,328 $19.7M 6.1% -1,726 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 386,692 $19.6M 2.49% +17,246 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 384,022 $19.5M 0.12% +165,175 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 383,556 $19.4M 0.33% +1,664 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 380,847 $19.3M 3.1% -12,051 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 380,737 $19.3M 2.19% -98 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 377,971 $19.1M 7.65% -15,180 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 367,532 $18.6M 0.3% +76,660 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 362,310 $18.4M 2.98% +334,605 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 356,139 $18M 4.39% +350,636 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 354,315 $18M 5.24% +35,486 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 349,122 $17.7M 13.81% +4,657 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 346,500 $17.6M 0.86% +82,118 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 344,711 $17.5M 0.17% +32,096 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 343,073 $17.4M 1.12% -4,657 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 340,088 $17.2M 0.08% -30,832 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 339,905 $17.2M 0.12% +65,504 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 338,130 $17.1M 1.23% +82,477 13F-HR Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 335,281 $17M 13.99% +25,600 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 334,126 $16.9M 1.32% -2,064 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 331,249 $16.8M 0.38% -188,122 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 328,949 $16.7M 3.18% -5,190 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 327,455 $16.6M 4.44% +15,283 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 325,571 $16.5M 10.43% +40,301 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 323,783 $16.4M 0.12% -17,272 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 323,309 $16.4M 10.73% -20,580 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 322,391 $16.3M 7.51% +28,540 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 316,225 $16M 4.44% +98,613 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 314,012 $15.9M 1.79% -165,037 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 311,227 $15.8M 0.31% +84,684 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 310,595 $15.7M 0.36% +261,093 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 310,301 $15.7M 8.72% +142,090 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 309,352 $15.7M 3.61% -10,756 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 308,630 $15.6M 2.14% +9,538 13F-HR/A Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 305,124 $15.5M 3.35% +48 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 303,249 $15.4M 1.12% +67,308 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 297,687 $15.1M 2.05% -69,593 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 297,298 $15.1M 6.06% -2,480 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 295,328 $15M 5.59% -235,427 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 294,383 $14.9M 0.18% +1,873 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 293,581 $14.9M 3.75% +45,176 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 292,252 $14.8M 0.94% +1,080 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 290,524 $14.7M 4.09% +69,150 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 289,604 $14.7M 0.95% +66,337 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 286,655 $14.5M 1.06% +14,627 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 284,226 $14.4M 0.84% +10,223 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 281,700 $14.3M 0.39% +61,771 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 278,321 $14.1M 5.61% -931 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 277,986 $14.1M 0.11% +158,770 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 277,980 $14.1M 0.71% +583 13F-HR/A Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 276,427 $14M 1.18% +64,020 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 276,176 $14M 0.01% +202,304 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 276,099 $14M 0.05% +27,098 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 274,884 $13.9M 0.01% +81,674 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 272,875 $13.8M 0.02% +33,497 13F-HR Timeline Group IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 268,347 $13.6M 4.74% +39,643 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 268,183 $13.6M 0.02% +179,152 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 267,036 $13.5M 0.22% +132,477 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 265,484 $13.5M 3.83% -11,205 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 263,496 $13.4M 4.09% +71,115 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 261,966 $13.3M 4.65% +31,181 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 260,854 $13.2M 0.07% -160,992 13F-HR/A Timeline KWMG, LLC More: the full row for KWMG, LLC 260,247 $13.2M 1.24% +13,824 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 256,968 $13M 0.32% +31,739 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 256,231 $13M 1.25% -1,985 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 254,047 $12.9M 2.02% +16,453 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 253,330 $12.8M 3.35% +45,673 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 253,260 $12.8M 1.96% +17,123 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 253,142 $12.8M 3.46% +9,204 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 251,607 $12.7M 0.2% +39,696 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 250,470 $12.7M 0.06% -37,341 13F-HR Timeline