JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,739,036 $82.8M 0.01% +340,343 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 899,138 $42.8M 0.29% -212,522 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 844,131 $40.2M 0.12% +157,700 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 476,556 $22.7M 0.03% +233,885 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 449,839 $21.4M 0.48% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 392,511 $18.7M 0.68% +17,436 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 371,733 $17.7M 4.71% +104,853 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 369,744 $17.6M 8.72% -4,962 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 325,087 $15.5M 3.76% +17,497 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 304,345 $14.5M 3.36% +7,165 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 272,513 $13M 0.12% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 271,990 $12.9M 0.02% +12,263 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 269,350 $12.8M 0.01% +10,926 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 244,423 $11.6M 1.35% +233,030 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 243,153 $11.6M 2.19% +16,496 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 223,025 $10.6M 2.11% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 219,638 $10.5M <0.01% +95,606 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 217,013 $10.3M 0.93% +79,977 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 209,171 $9.96M 0.04% +42,410 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 159,068 $7.57M 0.35% -28,659 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 141,715 $6.75M 0.07% +117 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 121,461 $5.78M 0.37% +75,988 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 114,120 $5.43M 0.11% -5,011 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 95,445 $4.54M 1.13% +4,010 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 93,427 $4.45M 2.05% +8,511 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 73,860 $3.52M 0.41% +65,262 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 66,848 $3.18M 0.01% +2,216 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 64,581 $3.07M 2.92% +3,335 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 64,049 $3.05M <0.01% +12,436 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 63,308 $3.01M 0.02% +3,649 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 63,035 $3M 0.47% +8,791 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 59,924 $2.85M 0.21% -8,361 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 53,213 $2.53M 0.02% -2,820 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 48,103 $2.29M <0.01% -13,665 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 47,965 $2.28M 0.02% -2,101 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 46,310 $2.2M <0.01% +24,709 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 45,485 $2.17M 0.64% -2,680 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 45,345 $2.16M <0.01% +7,648 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 44,665 $2.13M 1.22% +4,550 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 39,510 $1.88M 0.13% +166 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 38,133 $1.82M 1.41% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 36,536 $1.74M 0.03% -10,334 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 32,116 $1.53M 0.03% -1,720 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 24,671 $1.41M 0.79% +906 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 28,888 $1.38M 0.2% +4,477 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 28,743 $1.37M 0.37% -1,152 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 28,250 $1.34M 0.19% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,176 $1.34M <0.01% +2,293 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,804 $1.32M <0.01% new 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 26,668 $1.27M 0.33% +471 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 26,645 $1.27M 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,704 $1.22M 0.01% +2,179 13F-HR/A Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 24,291 $1.16M 0.42% +575 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,999 $1.14M 0.04% +972 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 22,534 $1.07M 0.12% +3,137 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 22,231 $1.06M <0.01% +5,587 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,794 $1.04M <0.01% -194,937 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 20,270 $965K 0.1% +1,310 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 18,358 $874K 0.3% +8,279 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 17,776 $846K 1.49% +879 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,460 $831K 0.03% -29,387 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,960 $760K 0.15% -155 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 15,347 $731K 0.5% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 14,716 $701K <0.01% -153 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 14,414 $686K 0.38% +2,807 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,571 $646K 0.29% +157 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,236 $533K 0.02% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 9,978 $475K 0.17% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 9,598 $457K 0.21% new 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,485 $452K 0.04% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 8,909 $424K 0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,200 $390K <0.01% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,058 $384K 0.07% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,845 $373K 0.01% +2,086 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,462 $355K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,343 $302K 0.14% +138 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 5,796 $276K 0.02% +268 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,450 $259K 0.25% 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,313 $253K 0.18% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,201 $248K <0.01% +54 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,182 $247K 0.14% +488 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,909 $234K 0.06% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,234 $202K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,744 $178K 0.07% -297 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,655 $174K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,400 $162K <0.01% +400 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,837 $87.5K <0.01% +210 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,288 $61.3K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 506 $24.1K 0.02% +6 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 268 $12.8K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 220 $10.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 111 $5.3K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1 $86 <0.01% 0 13F-HR/A Timeline Group