JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 106,472,614 $5.39B 0.36% +9,729,791 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 61,468,768 $3.11B 0.19% +1,449,509 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 19,620,900 $993M 0.27% +1,459,312 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/ 16,175,293 $818M 0.06% +148,067 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 13,181,100 $667M 1.27% +1,002,505 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,445,396 $579M 0.09% +194,855 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 10,749,658 $544M 0.03% -1,033,242 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,606,957 $486M 0.09% +233,025 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,469,398 $479M 0.09% +531,080 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,443,109 $475M 3.08% +140,546 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 $299M 0.97% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,897,602 $298M 0.09% +699,780 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,695,603 $288M 0.39% -1,391,192 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,884,480 $248M 15.24% +1,016,542 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,882,933 $247M 0.36% -210,011 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,837,946 $245M 0.04% +397,425 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,340,648 $220M +370,982 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,013,417 $203M 0.13% -993,732 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,514,101 $178M 0.04% -43,578 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,271,997 $166M 0.44% +835,309 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,065,269 $155M 0.17% +130,740 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,577,517 $130M 0.19% -244,557 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,530,212 $128M 2.11% +1,177,835 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,925,152 $97.4M 1.74% +761,030 13F-HR/A Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,923,884 $97.3M 15.87% +49,265 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,867,988 $94.7M 6.14% +59,917 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,816,996 $91.9M 0.08% -37,616 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,806,977 $91.4M 1.89% +152,366 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,774,595 $89.8M 0.05% +329,598 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,770,458 $89.6M 0.12% -171,179 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,743,625 $88.2M 2.66% +239,528 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,692,259 $85.6M +310,716 Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,631,362 $82.5M 4.76% +83,125 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,587,784 $80.3M 4.42% +192,915 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,522,345 $77M 0.16% +80,577 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,440,192 $73M 0.08% +863,988 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,410,553 $71.4M 0.28% +1,284,279 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 1,380,840 $69.9M 0.42% +229,945 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,348,757 $68.2M 1.51% -616,234 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,294,929 $65.5M 7.35% +37,892 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,266,826 $64.2M 0.11% +938,617 13F-HR Timeline Group John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,255,984 $63.5M 34.31% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,214,499 $61.4M 0.22% +323,119 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,211,818 $61.3M 0.15% -93,958 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,184,363 $59.9M 0.11% +226,236 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,172,033 $59.4M 8.98% -305,541 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,161,999 $59M 3.05% +81,767 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,157,721 $58.6M 4.33% +54,022 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,144,058 $57.9M 0.06% +16,020 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,137,455 $57.5M 0.47% +525,134 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,125,473 $56.9M 0.27% -29,918 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,115,317 $56.4M 0.15% -46,519 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,062,461 $53.7M 0.06% +273,959 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,007,576 $51M 0.38% +20,675 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 999,267 $50.6M 8.38% +154,275 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 959,528 $48.6M 1.95% +379,895 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 942,754 $47.7M 0.11% +118,422 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 940,405 $47.6M 2.24% +870,053 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 919,399 $46.7M 0.63% +52,486 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 902,017 $45.6M 0.56% +9,800 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 900,926 $45.6M 6.86% +21,170 13F-HR/A Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 889,900 $45M 1.34% -1,001,800 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 879,733 $44.5M 5.93% +63,666 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 820,320 $41.5M 2.62% +78,219 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 810,487 $41M 6.8% +8,622 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 808,575 $40.9M 0.62% -27,432 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 806,296 $40.8M 0.51% +47,102 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 805,176 $40.7M 0.24% +185,939 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 781,765 $39.5M +27,556 Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 780,797 $39.5M 2.23% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 764,410 $38.7M 0.79% +2,251 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 760,459 $38.5M 0.07% +78,951 13F-HR/A Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 748,106 $37.8M 1.94% +16,168 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 742,191 $37.5M 2% +62,598 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 718,205 $36.3M 6.63% +30,714 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 714,240 $36.1M 6.13% -226,037 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 709,422 $35.9M 6.01% -57,263 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 695,111 $35.2M 7.28% +36,461 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 682,190 $34.5M 0.97% +427,838 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 677,259 $34.3M 0.01% +65,611 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 657,333 $33.3M 9.35% +195,486 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 652,830 $33M 1.15% +55,093 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 649,655 $33M 0.74% +458,272 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 646,548 $32.7M 12.58% +22,687 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 624,863 $31.6M 0.22% +29,291 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 619,748 $31.4M 0.04% -34,450 13F-HR Timeline Group Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 615,378 $31.1M 13.97% +10,524 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 606,060 $30.7M 1.25% +96,594 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 598,814 $30.3M 0.97% +27,997 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 595,494 $30.1M 9.9% +23,883 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 585,556 $29.6M 0.53% +130,415 13F-HR/A Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 582,233 $29.5M 7.69% +90,858 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 578,520 $29.4M 3.83% -242,180 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 569,575 $28.8M 0.11% +118,280 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 559,018 $28.3M 6.41% +149,976 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 553,342 $28M +9,403 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 551,701 $27.9M 0.33% -349,590 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 544,898 $27.6M 4.96% +36,330 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 533,742 $27M 0.34% -45,151 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 525,679 $26.6M 1.5% +19,694 13F-HR Timeline American Trust More: the full row for American Trust 525,224 $26.6M 2.23% +1,726 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 519,628 $26.3M 0.22% +4,590 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 516,002 $26.1M 0.87% -916,529 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 330,064 $26M 0.04% +200,220 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 511,137 $25.9M 2% +4,773 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 503,296 $25.5M 6.5% -18,154 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 497,477 $25.2M 1.21% -6,877 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 494,963 $25M 1.18% -42,953 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 491,707 $24.9M 0.04% +136,675 13F-HR Timeline Group MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 480,735 $24.3M 2.39% +12,165 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 479,117 $24.2M 1.6% -3,609 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 470,160 $23.8M 8.54% +100,367 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 469,363 $23.7M 0.03% +362,846 13F-HR/A Timeline Group IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 464,464 $23.5M 10.55% -4,247 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 460,712 $23.4M 1.29% +262,326 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 461,016 $23.3M 5.55% +65,110 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 453,143 $22.9M 8.26% -17,484 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 445,624 $22.5M 3.07% +25,429 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 444,855 $22.5M 9.7% -2,117 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 442,921 $22.4M 0.34% +36,236 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 436,286 $22.1M 0.7% +48,413 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 434,038 $22M 1.52% +143,087 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 430,219 $21.8M 4.67% +12,019 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 427,796 $21.6M 1.43% -35,857 13F-HR/A Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 426,150 $21.6M 14.23% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 424,130 $21.5M 1.33% +11,402 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 421,584 $21.3M 1.51% -16,564 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 419,166 $21.2M 4.3% -179,006 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 418,820 $21.2M 2.43% +14,131 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 414,185 $21M 2.76% -1,797 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 409,853 $20.7M 13.57% -31,945 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 401,082 $20.3M 12.11% -3,178 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 399,020 $20.2M 7.39% -12,608 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 394,554 $20M 4.03% +15,402 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 394,281 $19.9M 14.23% -39,334 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 393,308 $19.9M 0.4% +8,377 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 391,796 $19.8M 0.44% -24,351 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 389,372 $19.7M 0.11% +52,846 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 384,459 $19.4M 1.13% +178,391 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 383,568 $19.4M 2.06% -8,736 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 378,570 $19.2M 0.08% +100,177 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 377,522 $19.1M 0.12% -17,984 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 375,758 $19M 7.66% 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 374,756 $19M 12% +17,887 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 372,281 $18.8M 1.31% +22,448 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 362,300 $18.3M 8.02% -6,965 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 359,071 $18.2M 0.18% +91,817 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 356,364 $18.1M 6.69% -89,193 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 350,325 $17.7M +74,912 Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 343,385 $17.4M 3.21% +17,607 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 339,541 $17.2M 1.78% +18,149 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 340,348 $17.2M 0.63% +210,239 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 333,386 $16.9M 1.89% +31,394 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 331,679 $16.8M 3.77% -259,246 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 331,805 $16.8M 0.09% +26,456 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 331,906 $16.8M 12.15% 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 328,513 $16.6M 2.08% +8,638 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 328,041 $16.6M 0.07% -7,996 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 323,909 $16.4M 0.37% -11,361 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 321,899 $16.3M 4.11% -34,266 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 321,825 $16.3M 0.92% +2,028 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 313,578 $15.9M 0.02% +48,112 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 311,255 $15.7M 3.17% -99 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 310,268 $15.7M 3.87% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 309,688 $15.7M 0.22% +10,642 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 308,843 $15.6M 4.37% +56,442 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 308,587 $15.6M 1.44% +56,914 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 308,311 $15.6M 4.21% +14,353 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 307,261 $15.5M 4.32% +28,013 13F-HR Timeline Prism Advisors, Inc. 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