JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 96,742,823 $4.91B 0.31% +7,786,258 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 60,019,259 $3.04B 0.18% -491,214 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 18,161,588 $921M 0.27% +1,246,926 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/ 16,027,226 $813M 0.06% -279,751 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 12,178,595 $618M 1.22% +887,516 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,782,900 $598M 0.03% -1,407,827 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 11,250,541 $571M 0.09% +157,245 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,373,932 $476M 0.1% +1,269,783 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,302,563 $469M 3.19% +413,847 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,938,318 $453M 0.09% -387,947 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,086,795 $359M 0.54% +232,920 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 5,919,494 $300M 1.05% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,197,822 $264M 0.08% +557,413 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,092,944 $258M 0.42% -138,190 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,007,149 $254M 0.17% +183,980 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,440,521 $225M 0.04% +72,634 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,969,666 $201M -25,226 Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,867,938 $196M 12.87% +53,096 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,557,679 $181M 0.04% -24,905 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,934,529 $149M 0.17% +997,049 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,822,074 $143M 0.2% +72,037 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,436,688 $124M 0.34% +52,605 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,964,991 $99.7M 0.39% -482,032 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,941,637 $98.5M 0.13% -508,329 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,891,700 $96M 4.17% +891,700 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,874,619 $95.1M 15.73% +160,613 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,854,612 $94.1M 0.09% +192,290 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,808,071 $91.5M 6.35% -118,030 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,654,611 $83.9M 1.68% +19,436 13F-HR Timeline Group Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,548,237 $78.5M 4.62% +69,920 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,504,097 $76.3M 2.48% -163,132 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,477,574 $74.8M 11.75% +56,362 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,464,709 $74.3M 9.75% -105,013 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,444,997 $73.3M 0.05% +300,174 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,441,768 $73.1M 0.16% +34,904 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,432,531 $72.7M 2.47% -258,013 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,394,869 $70.8M 4.08% +83,876 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,381,543 $70.1M 0.22% +61,870 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,352,377 $68.6M 1.2% +93,500 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,305,776 $66.2M 0.18% +123,080 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,257,037 $63.8M 6.71% +119,732 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,164,122 $59.1M 1.25% -17,254 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,161,836 $58.9M 0.18% +27,067 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,155,391 $58.6M 0.29% +65,198 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,150,895 $58.4M 0.42% +15,325 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,128,038 $57.2M 0.06% +18,587 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,103,699 $56M 5% +74,647 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,080,232 $54.8M 3.28% +1,007,375 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 986,901 $50.1M 0.39% +11,072 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 958,127 $48.6M 0.1% +51,717 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 940,277 $47.7M 8.16% +12,626 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 911,578 $46.2M 11.95% +658,248 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 901,291 $45.7M 0.41% +358,787 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 892,217 $45.3M 0.59% -35,569 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 891,380 $45.2M 0.21% -25,266 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 882,681 $44.8M 1.6% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 879,756 $44.6M 7.07% -303,154 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 866,913 $44M 0.6% +499,381 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 844,992 $42.9M 6.6% +134,742 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 836,007 $42.4M 0.67% +78,502 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 824,332 $41.8M 0.1% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 820,700 $41.6M 4.85% -137,495 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 816,067 $41.3M 6.18% -116,709 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 801,865 $40.7M 6.77% +36,594 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 788,502 $40M 0.05% +51,659 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 780,797 $39.6M 2.7% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 766,685 $38.9M 7.01% +92,187 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 762,159 $38.7M 0.89% -91,127 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 759,194 $38.5M 0.49% +16,568 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 754,209 $38.3M -24,566 Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 742,101 $37.6M 2.45% -69,033 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 731,938 $37.1M 1.88% +23,730 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 687,491 $34.9M 6.55% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 681,508 $34.6M 0.07% +51,351 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 679,593 $34.5M 1.95% +95,424 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 658,650 $33.4M 7.22% +53,286 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 654,198 $33.2M 0.04% -257,219 13F-HR Timeline Group Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 653,942 $33.2M 10.22% +120,825 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 623,861 $31.6M 12.16% +161,771 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 619,237 $31.4M 0.2% +126,126 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 612,321 $31.1M 0.31% +118,061 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 611,648 $31M 0.01% -32,649 13F-HR Timeline Group Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 604,854 $30.7M 14.03% +58,890 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 603,010 $30.6M 0.84% new 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 598,172 $30.3M 6.53% +32,016 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 597,737 $30.3M 1.04% +57,755 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 596,683 $30.3M 4.29% +27,103 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 595,572 $30.2M 0.22% -14,214 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 590,925 $30M 6.97% -13,753 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 579,633 $29.4M 1.27% +20,736 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 578,893 $29.4M 0.38% -6,221 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 576,204 $29.2M -118,203 Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 571,611 $29M 9.81% +17,950 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 570,869 $29M 1.17% +562,368 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 570,817 $29M 0.84% -13,604 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 543,939 $27.6M +79,670 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 537,916 $27.3M 1.19% +21,688 13F-HR Timeline American Trust More: the full row for American Trust 523,498 $26.6M 2.24% +6,141 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 521,450 $26.5M 7.25% -24,603 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. 518,488 $26.3M 0.53% -34,767 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 515,038 $26.1M 0.25% -1,304 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 509,466 $25.8M 1.09% -8,010 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 508,568 $25.8M 4.87% +10,729 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 506,364 $25.7M 2.12% +24,633 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 505,985 $25.7M 1.49% +20,279 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 504,354 $25.6M 1.27% +12,148 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 495,000 $25.1M 28.87% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 491,375 $24.9M 6.63% +37,701 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 482,726 $24.5M 1.64% +22,196 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 480,737 $24.4M 0.04% new 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 470,627 $23.9M 8.3% +6,879 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 468,570 $23.8M 2.46% +251,920 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 468,711 $23.7M 10.88% +32,859 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 463,653 $23.5M 1.63% -23,791 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 461,847 $23.4M 6.31% +17,417 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 455,141 $23.1M 0.47% +31,541 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 451,295 $22.9M 0.1% +67,273 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 446,972 $22.7M 10.03% -10,453 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 445,557 $22.6M 8.21% +10,308 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 441,798 $22.4M 14.9% +7,768 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 438,148 $22.2M 1.76% +12,249 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 433,615 $22M 16.52% +98,334 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 424,963 $21.6M 0.43% +313,936 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 420,195 $21.3M 3.04% -158 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 418,200 $21.2M 4.68% +3,686 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 416,147 $21.1M 0.55% +8,711 13F-HR/A Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 415,982 $21.1M 2.68% +6,742 13F-HR Timeline Endurance Services Ltd More: the full row for Endurance Services Ltd 415,000 $21.1M 3.53% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 412,728 $20.9M 1.32% +1,532 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 411,628 $20.9M 7.77% +33,657 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 409,042 $20.8M 5.04% -370,744 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 406,685 $20.6M 0.33% +23,129 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 404,689 $20.5M 2.44% +17,997 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 404,260 $20.4M 12.69% +5,864 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 397,616 $20.2M 7.89% -87,188 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 395,906 $20.1M 4.99% +68,451 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 395,506 $20.1M 0.13% +55,601 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 392,304 $19.9M 2.2% -9,902 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 392,050 $19.9M 1.31% +53,920 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 390,100 $19.8M 0.07% -791,700 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 387,873 $19.7M 0.62% -6,743 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 384,931 $19.5M 0.44% -88,171 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 379,152 $19.2M 3.99% +136,953 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 369,793 $18.8M 6.75% +133,360 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 369,265 $18.7M 8.24% -107,855 13F-HR/A Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 362,335 $18.4M 2% -18,402 13F-HR/A Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 356,869 $18.1M 12.95% +7,747 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 356,165 $18.1M 4.82% +1,850 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 355,032 $18M 0.03% +86,849 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 349,833 $17.7M 1.29% +15,707 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 346,324 $17.6M 1.05% +3,251 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 344,989 $17.5M 1.46% +68,562 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 336,526 $17.1M 0.11% +12,743 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 336,037 $17M 0.08% -4,051 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 335,270 $17M 0.41% +53,570 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 333,065 $16.9M <0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 328,209 $16.6M 0.03% -348,560 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 325,778 $16.5M 2.98% -3,171 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 321,392 $16.3M 1.7% +7,380 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 319,875 $16.2M 2.06% +11,245 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 319,797 $16.2M 0.95% +27,545 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 316,839 $16.1M 10.29% -6,470 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 311,354 $15.8M 3.36% +2,002 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 310,506 $15.8M 5.89% +13,208 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 305,722 $15.5M 0.71% -40,778 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 305,349 $15.5M 0.1% +27,363 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 302,002 $15.3M 0.18% +7,619 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 301,992 $15.3M 1.83% +186,876 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 299,046 $15.2M 0.23% +85,416 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 298,335 $15.1M 6.46% -24,056 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 296,866 $15.1M 0.28% -13,729 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 293,958 $14.9M 4.08% +3,434 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 290,951 $14.8M 1.08% +125,391 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 290,042 $14.7M 1.05% -13,207 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 289,664 $14.7M 0.01% +13,488 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 289,705 $14.5M 1.55% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 286,090 $14.5M 0.06% +35,620 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 285,794 $14.5M 4.57% +17,447 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 282,629 $14.3M 0.5% +112,000 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 280,724 $14.2M 0.06% +19,870 13F-HR/A Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 279,248 $14.2M 4.3% +17,282 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 278,489 $14.1M 3.82% +13,005 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 278,393 $14.1M 0.05% +2,294 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 277,638 $14.1M 1.23% +17,391 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 277,570 $14M 0.53% +35,618 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 276,772 $14M 0.64% -1,208 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 276,419 $14M 5.3% -1,902 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 276,389 $14M 0.25% -34,838 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 275,413 $14M +28,544 Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 274,433 $13.9M 1.74% -23,254 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 271,876 $13.8M 0.68% -14,779 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 268,327 $13.6M 2.08% +46,252 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 267,254 $13.6M 0.14% +66,095 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 265,466 $13.5M 0.02% -7,409 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 264,584 $13.4M 1.84% +11,324 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 264,013 $13.4M 1.21% +37,056 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 263,525 $13.4M 4.17% +29 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 260,982 $13.2M 5.85% -49,319 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 259,107 $13.1M 1.18% +2,876 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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