JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 100,296,477 $5.07B 0.34% -6,176,137 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 61,139,019 $3.09B 0.19% -329,749 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 19,901,775 $1.01B 0.27% +280,875 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/ 16,198,546 $820M 0.06% +23,253 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 13,652,039 $691M 1.31% +470,939 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,901,249 $602M 0.12% +2,294,292 13F-HR/A Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,632,152 $589M 0.09% +186,756 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 10,812,812 $547M +1,343,414 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,550,931 $481M 3.12% +107,822 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,567,157 $434M 0.02% -2,182,501 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,670,792 $338M 0.1% +773,190 13F-HR Timeline Group Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 5,919,494 $300M 1.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,550,338 $281M +1,209,690 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,372,821 $272M 0.05% +534,875 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,186,873 $263M 0.37% +303,940 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,759,095 $241M 15.32% -125,385 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,642,456 $184M 0.4% -2,053,147 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,461,245 $175M 0.45% +189,248 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,402,461 $172M 0.11% -610,956 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,377,302 $171M 0.18% +312,033 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,811,500 $142M 4.98% +1,921,600 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,742,910 $139M 2.15% +212,698 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,700,377 $137M 0.03% -813,724 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,415,784 $122M 0.18% -161,733 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,320,042 $117M 3.76% +394,890 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,196,693 $111M 0.05% +422,098 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,163,935 $110M +471,676 Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,134,627 $108M 3.23% +391,002 13F-HR/A Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 2,054,190 $104M 16.57% +130,306 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,994,639 $101M 5.5% +832,640 13F-HR/A Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,919,555 $97M 5.77% +51,567 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,837,530 $93M 0.09% +20,534 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,813,703 $91.8M 0.13% +43,245 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,800,535 $91.1M +360,343 Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,790,784 $90.6M 1.93% -16,193 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,757,191 $88.9M 0.67% +619,736 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,739,531 $88M 4.76% +151,747 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,666,333 $84.3M 4.92% +34,971 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,631,342 $82.6M 0.17% +108,997 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,609,839 $81.5M 0.32% +199,286 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,603,139 $81.1M 0.21% +487,822 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,405,198 $71.1M 4.57% +584,878 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,375,805 $69.6M 1.07% +567,230 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,325,577 $67.1M 0.07% +263,116 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,300,733 $65.8M 0.13% +33,907 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,283,840 $65M 0.3% +158,367 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,280,797 $64.8M 5.58% +500,000 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,277,074 $64.6M 6.54% -17,855 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 1,257,356 $63.5M 23.24% +971,661 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,249,816 $63.2M 0.39% -131,024 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,194,881 $60.4M 9.04% +22,848 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,159,813 $58.7M 4.39% +2,092 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,158,003 $58.6M 0.05% +13,945 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,153,944 $58.4M 0.21% -60,555 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,144,116 $57.9M 2.22% +184,588 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,130,440 $57.2M 0.46% +578,739 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,066,602 $54M 0.4% +59,026 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,063,710 $53.8M 0.09% -120,653 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 943,704 $47.8M 0.15% +374,129 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 938,877 $47.5M 23.62% +640,542 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 924,343 $46.8M 0.13% -287,475 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 923,074 $46.7M 0.65% +3,675 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 920,333 $46.6M 2.17% -20,072 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 907,346 $45.9M 0.55% +5,329 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 906,061 $45.9M 7.02% +5,135 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 861,264 $43.6M 1.03% +211,609 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 856,550 $43.3M +74,785 Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 835,319 $42.3M 5.62% -44,414 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 829,222 $42M 0.52% +22,926 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 814,189 $41.2M 6.68% +3,702 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 808,670 $40.9M 4.37% +710,213 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 801,965 $40.6M 2.1% +59,774 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 788,602 $39.9M 0.23% -16,574 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 787,994 $39.9M 10.21% +130,661 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 773,899 $39.2M 4.89% +195,379 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 748,092 $37.9M 0.07% -12,367 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 732,218 $37.1M 0.2% +342,846 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 723,010 $36.6M 6.76% +4,805 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 719,459 $36.4M 6.22% +5,219 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 719,059 $36.4M 1.98% -29,047 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 717,520 $36.3M 7.44% +22,409 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 704,400 $35.6M 0.77% +118,844 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 695,095 $35.2M 0.01% +17,836 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 693,273 $35.1M 5.81% -16,149 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 690,378 $34.9M 0.7% -74,032 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 688,034 $34.8M 0.04% +68,286 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 649,100 $32.9M 0.11% +456,400 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 646,844 $32.7M 12.93% +296 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 640,765 $32.4M 1.43% +145,802 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 637,497 $32.3M 8.19% +55,264 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 617,567 $31.3M 1.3% +11,507 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 614,451 $31.1M 0.08% -328,303 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 610,095 $30.9M +56,753 Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 608,954 $30.8M 9.86% +13,460 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 607,469 $30.8M 0.98% -45,361 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 604,741 $30.6M 0.33% +599,790 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 603,143 $30.5M 0.96% +4,329 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 580,877 $29.4M 0.38% +47,135 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 575,835 $29.1M 6.68% +16,817 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 557,404 $28.2M 3.66% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 557,255 $28.2M 0.24% +422,667 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 549,606 $27.8M 5.09% +4,708 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 546,363 $27.7M 12.43% -69,015 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 543,785 $27.5M 1.57% +18,106 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 534,582 $27M 0.17% -90,281 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 533,732 $27M 11.49% +526,854 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 525,345 $26.6M 2.15% +14,208 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 521,136 $26.4M 0.2% +1,508 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 516,840 $26.2M 5.79% new 13F-HR Timeline American Trust More: the full row for American Trust 516,363 $26.1M 2.31% -8,861 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 511,390 $25.9M 4.98% +116,836 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 509,362 $25.8M 6.5% +187,463 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 502,626 $25.4M 6.18% -670 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 497,773 $25.2M 0.86% -18,229 13F-HR Timeline Group MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 486,336 $24.6M 2.41% +5,601 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 481,467 $24.4M 5.59% +20,451 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 481,263 $24.4M 1.18% -16,214 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 475,030 $24M 1.34% +90,571 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 473,209 $23.9M 4.46% +186,784 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 473,122 $23.9M 0.12% +141,317 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 466,293 $23.5M 10.55% +1,829 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 463,016 $23.4M 0.03% -6,347 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 455,063 $23M 1.61% -24,054 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 451,721 $22.9M 8.65% -18,439 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 451,530 $22.9M 0.64% -230,660 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 450,369 $22.8M 8.17% -2,774 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 448,136 $22.7M 3.67% -551,131 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 446,612 $22.6M 3.04% +988 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 444,095 $22.5M 1.61% +10,057 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 443,066 $22.4M 2.92% +28,881 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 438,563 $22.2M 0.34% +45,255 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 435,278 $22M 10.32% +72,978 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 426,724 $21.6M 2.46% +7,904 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 424,174 $21.5M 0.7% -12,112 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 416,201 $21.1M 1.54% -5,383 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 412,339 $20.9M 14% +2,486 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 403,114 $20.4M 1.39% +30,833 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 401,808 $20.3M 12.21% +726 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 400,444 $20.3M +50,119 Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 399,647 $20.2M 8.76% -45,208 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 398,526 $20.2M 7.63% -494 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 395,152 $20M 8.77% +153,749 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 393,352 $19.9M 14.54% -929 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 387,779 $19.6M 4.02% -31,387 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 387,770 $19.6M 0.03% -103,937 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 385,564 $19.5M 4.03% -44,655 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 380,492 $19.3M 1.25% -47,304 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 379,800 $19.2M 5.34% +70,957 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 379,636 $19.2M 0.09% +266,523 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 367,853 $18.6M 1.88% -15,715 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 367,719 $18.6M 9.5% -58,431 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 365,832 $18.5M 2.08% +26,291 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 365,353 $18.5M 4.85% +57,042 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 362,467 $18.3M 0.38% -29,329 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 362,063 $18.3M 0.27% -80,858 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 361,601 $18.3M 2.02% +28,215 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 361,238 $18.3M 7.2% -14,520 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 358,743 $18.2M 0.67% +18,395 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 354,304 $17.9M 0.14% +48,639 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 352,078 $17.8M 0.02% +38,500 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 351,003 $17.8M 12.95% +19,097 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 349,703 $17.7M 1.57% +132,005 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 347,717 $17.6M 0.28% +151,251 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 345,750 $17.5M 4.85% +38,489 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 344,966 $17.4M 0.16% +197,401 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 341,729 $17.3M 2.74% -1,656 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 335,836 $17M 0.17% -23,235 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 332,006 $16.8M 2.09% +3,493 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 330,356 $16.7M 3.18% +19,101 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 329,687 $16.7M 0.93% +7,862 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 324,991 $16.4M 0.02% -5,073 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 322,375 $16.3M 3.98% +12,107 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 321,446 $16.3M 0.07% -6,595 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 313,764 $15.9M 2.35% +45,845 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 312,515 $15.8M 0.35% -11,394 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 308,914 $15.6M 0.25% +25,061 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 308,822 $15.6M 1.3% +14,964 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 305,877 $15.5M 0.01% +151,047 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 305,065 $15.4M 3.22% +32,662 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 300,950 $15.2M 0.06% +47,398 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 299,116 $15.1M 6.43% +85,561 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 295,716 $15M 0.21% -13,972 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 293,751 $14.9M 5.89% +4,830 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 287,134 $14.5M 0.49% -8,755 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 286,919 $14.5M 4.68% +1,125 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 286,738 $14.5M 0.19% +85,478 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 284,018 $14.4M 0.28% -22,460 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 284,014 $14.4M 0.09% +152,343 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 283,399 $14.3M 6.64% +91,276 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 276,178 $14M 5.65% +7,976 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 275,333 $13.9M 2.78% +34,541 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 272,925 $13.8M 0.73% -187,787 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 271,640 $13.7M 0.63% -5,882 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 270,591 $13.7M 1.89% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 270,158 $13.7M 0.16% +21,879 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 268,412 $13.6M 1.22% +1,657 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 267,115 $13.5M 0.01% new 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 265,661 $13.4M 12.32% +20,672 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 265,538 $13.4M 4.83% +225,485 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 265,425 $13.4M 0.73% +127,642 13F-HR Timeline