JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,572,589 $121M 0.01% +778,129 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,219,401 $105M 0.52% +81,241 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 927,435 $43.9M 0.12% +30,031 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 752,086 $35.6M 0.23% -83,268 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 587,373 $27.8M 7.05% +90,247 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 509,014 $24.1M 1.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 430,656 $20.4M 0.3% -32,202 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 387,189 $18.3M 0.02% +69,801 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 386,739 $18.3M 1.44% +380,820 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 385,613 $18.2M 7.91% +17,793 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 372,489 $17.6M 3.65% +18,094 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 347,811 $16.5M 3.77% +9,158 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 336,244 $15.9M 0.02% +188 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 330,619 $15.6M 0.12% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 321,942 $15.2M 1.37% +41,619 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 298,197 $14.1M <0.01% +93,764 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 291,446 $13.8M 2.52% +20,261 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 279,897 $13.2M 0.45% -129,028 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 279,158 $13.2M 0.17% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 277,982 $13.1M 1.47% +14,145 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 255,417 $12.1M 0.01% +8,168 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 248,537 $11.8M 0.05% +15,310 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 185,467 $8.77M 0.64% +41,089 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 183,567 $8.68M <0.01% +53,718 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 140,150 $6.63M 0.05% -2,734 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 127,724 $6.03M 0.01% -154,135 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 124,446 $5.89M 0.11% +4,214 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 119,361 $5.65M 4.28% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 115,995 $5.49M 0.03% +28,155 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 112,435 $5.32M 0.01% +20,355 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 109,680 $5.19M 0.13% +55,142 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 108,271 $5.1M <0.01% +41,343 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 102,068 $4.83M 0.51% +13,043 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 98,352 $4.65M 0.69% -1,293 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 94,396 $4.46M 2.23% +1,236 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 90,443 $4.28M 1.03% -5,273 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 85,146 $4.03M 3.74% +16,820 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 74,755 $3.54M 0.01% -1,216 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 74,646 $3.53M 1.27% +51,313 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 70,850 $3.35M 1.82% +52,065 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 61,477 $2.91M 1.37% -4,770 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 56,257 $2.66M 0.19% -3,264 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 53,065 $2.51M 1.3% +2,650 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 51,790 $2.45M 0.02% -2,427 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 50,915 $2.41M 1.19% +1,708 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 45,184 $2.14M 0.16% -1,212 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 41,768 $1.98M 0.01% -5,711 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,774 $1.69M 0.02% -430 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,849 $1.69M 0.02% +1,864 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 35,200 $1.66M 0.23% +4,455 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 33,968 $1.61M 0.07% -89,772 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 32,962 $1.56M 0.09% -568 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 31,802 $1.5M new Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 30,354 $1.44M 0.01% +2,526 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,100 $1.42M 0.01% -3,040 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 29,623 $1.4M <0.01% +2,592 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 29,275 $1.38M 0.34% +219 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,852 $1.36M <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,820 $1.22M <0.01% +17,204 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 23,842 $1.13M 0.09% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 23,262 $1.1M 0.12% +3,482 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 23,162 $1.09M 0.36% -1,499 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,805 $1.08M <0.01% -6,996 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 22,579 $1.07M 0.03% +12,607 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 22,489 $1.06M 0.1% +695 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 21,195 $999K 0.85% +230 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 21,093 $998K 0.43% +5,083 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 20,925 $990K 0.04% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,246 $863K <0.01% +6,243 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 18,170 $859K <0.01% +3,337 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,809 $842K <0.01% +12,715 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,732 $839K 0.11% 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 17,170 $812K 0.02% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 17,066 $807K 0.56% +541 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,399 $776K <0.01% -4,255 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,134 $716K 0.03% -5,421 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,838 $655K 0.26% +134 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,821 $654K <0.01% +11,869 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 13,596 $643K 0.32% +6,247 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 13,600 $642K 0.2% -2,731 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,485 $638K <0.01% +1,475 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,409 $634K 0.08% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,216 $578K <0.01% new 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,227 $531K 0.02% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,591 $501K 0.1% +374 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 10,524 $498K 0.23% +4,522 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,000 $473K 0.01% new 13F-HR Timeline Group INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 9,978 $472K 0.19% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 9,430 $446K 0.19% 0 13F-HR/A Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 9,217 $436K 0.44% +5,050 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,000 $426K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,973 $424K 0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,911 $422K 0.06% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,903 $421K <0.01% +3,593 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 8,318 $393K 0.1% -2,464 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,763 $367K <0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,551 $357K 0.03% +82 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,411 $351K 0.06% -647 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 6,708 $317K 0.1% +1,012 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,947 $281K 0.06% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,695 $269K 0.02% 0 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 5,600 $265K 0.19% +1,275 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,370 $254K <0.01% +350 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,313 $251K 0.18% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,174 $245K <0.01% -189,006 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,141 $243K 0.02% -34,532 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,295 $203K 0.05% -614 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,287 $203K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,279 $202K <0.01% -55 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,655 $172K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,400 $161K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,901 $137K <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,819 $133K 0.05% -413 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 1,575 $74.2K 0.05% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1,157 $54.7K 0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 708 $33.5K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 605 $28.6K <0.01% new 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 500 $24K <0.01% -643 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $23.6K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 437 $20.7K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 202 $9.55K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 83 $3.93K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8 $378 <0.01% new 13F-HR Timeline