ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,430,686 $2.18B 4.44% +312,445 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,521,607 $638M 0.05% +202,615 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,979,945 $421M 0.03% -22,331 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,222,489 $314M 0.07% +180,383 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,801,050 $254M +47,058 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,303,558 $184M 0.05% -3,373 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,261,768 $178M 1.43% +429,853 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,223,662 $173M 0.09% +3,314 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,073,208 $151M 0.04% -11,983 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,004,701 $142M 0.03% +38,850 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 837,780 $118M 0.13% -18,505 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 776,946 $110M 11.56% +16,883 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 760,620 $107M 0.86% -78,177 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 718,970 $101M 0.03% -119,157 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 670,737 $94.7M 0.02% +20,097 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 597,489 $84.3M 0.01% +43,482 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 565,790 $79.9M 0.45% -19,831 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 473,772 $66.9M 0.12% +949 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 397,998 $56.2M 0.15% +504 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 369,475 $52.2M 2.35% +72,035 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 363,674 $51.3M 4.03% -2,058 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 359,262 $50.7M 0.08% +21,208 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 353,647 $49.9M +9,041 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 352,122 $49.7M 0.04% +24,277 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 349,302 $49.3M 9.79% +13,086 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 341,414 $48.2M 0.06% -5,747 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 331,869 $46.9M 4.05% +331,859 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 318,620 $45M 0.05% +31,110 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 304,412 $43M 1.41% +302,536 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 296,940 $41.9M 0.62% +3,779 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 253,265 $35.8M 3.28% +5,181 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 230,953 $32.6M 10.71% +28,722 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 220,512 $31.3M 1.19% +8,576 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 220,480 $31.1M 5.93% -499 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 215,566 $30.5M 0.04% -882,510 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 201,098 $28.4M 12.21% +5,849 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 197,266 $27.8M 3.76% -936 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 191,673 $27.1M 0.84% +29,374 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 190,085 $26.8M 18.11% -462 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 183,259 $25.9M 13.21% 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 194,054 $25.5M 2.83% -9,292 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 175,865 $24.8M 3.32% +11,101 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 174,812 $24.7M 6.37% +4,108 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 168,967 $23.9M 0.99% -302 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 168,572 $23.8M 13.92% +8,701 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 164,995 $23.3M -6,070 Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 163,240 $23M 5.46% +6,072 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 161,905 $22.9M 1.85% +8,564 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 158,356 $22.4M 0.13% -1,016 13F-HR Timeline Group Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 150,749 $21.3M 10.07% +646 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 146,115 $20.6M 2.88% +14,981 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 144,775 $20.4M 10.36% +6,035 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 138,750 $20M 2.25% -16,803 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 139,783 $19.7M 1.66% -4,610 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 138,288 $19.5M 0.4% -7,899 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,266 $17.7M 0.08% +21 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 123,875 $17.5M 0.51% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 120,495 $17M 3.58% +2,987 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 118,720 $16.8M 1.51% -1,718 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 118,512 $16.7M 0.3% +5,342 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 115,807 $16.3M 0.1% +5,663 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 114,829 $16.2M 4.15% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 111,899 $15.8M 0.13% -461 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 110,554 $15.6M 0.02% +5,034 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 110,398 $15.6M 0.04% -59,839 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 105,281 $14.9M 4.62% +1,372 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 102,118 $14.4M 0.01% +805 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 100,169 $14.1M 2.97% -10,643 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 100,075 $14.1M 6.88% +26,011 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 97,674 $13.8M 0.09% -43 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 95,730 $13.5M 6.6% +2,926 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 95,449 $13.5M 0.06% -18,540 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 92,465 $13.1M 0.25% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 89,361 $12.6M 0.47% +86,437 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 86,421 $12.2M 0.07% +3,484 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 86,234 $12.2M 0.01% -4,943 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 83,514 $12.1M 0.02% +6,807 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 84,578 $11.9M 0.15% -3,418 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 83,246 $11.8M 3.17% +1,180 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 81,777 $11.5M 1.59% -201 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 81,203 $11.5M 8.29% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 78,633 $11.1M 0.01% +7,969 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,072 $10.6M 0.02% -9,545 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 74,635 $10.5M <0.01% -11,854 13F-HR/A Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 73,710 $10.4M 1.19% +2,840 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 73,514 $10.4M 0.12% -1,437 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 71,184 $10.1M 1.11% -102 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 64,801 $9.15M 2.56% +91 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 64,314 $9.08M 0.02% +3,790 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 62,216 $8.86M 2.48% +2,697 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 61,000 $8.61M 0.57% +3,562 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 58,427 $8.25M 5.79% +2,652 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 57,216 $8.08M 5.59% +4,520 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 55,213 $7.86M 3.05% +19,192 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 54,125 $7.64M 0.49% -1,740 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 52,173 $7.36M 0.48% -128 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 50,959 $7.19M 4.57% +3,816 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,005 $7.06M <0.01% +49,827 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 49,819 $7.03M 3.08% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 48,683 $6.87M 0.03% -606 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 46,503 $6.56M 2.75% +2,474 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 45,790 $6.46M 0.01% -772 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 45,428 $6.41M 2.41% +7,160 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,952 $6.2M 0.01% -371 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 43,187 $6.1M 3.07% -634 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 42,839 $6.05M 2.03% +592 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 41,137 $5.81M 0.33% -8,906 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 40,563 $5.73M 4.91% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,295 $5.69M 0.06% -51 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 40,085 $5.66M 1.85% +431 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 39,836 $5.62M 1.68% -20,771 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 39,057 $5.51M 0.81% -10,751 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 38,129 $5.38M 0.11% -4,066 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 37,747 $5.33M 2.79% -1,271 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 37,445 $5.29M 0.24% +2,399 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 37,418 $5.28M 0.11% -215 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 36,977 $5.22M 4.9% 13F-HR/A Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 36,726 $5.18M 0.7% -747 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 36,450 $5.15M 0.04% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 36,420 $5.14M 0.62% -6,718 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 36,165 $5.11M 3.54% +10,082 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,950 $5.07M 0.01% +13,670 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 35,905 $5.07M 3.48% +696 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35,466 $5.01M 0.32% -461 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 35,134 $4.96M 0.04% -54,892 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 34,683 $4.9M 0.04% +17,064 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 32,806 $4.82M 0.15% +1,163 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 34,110 $4.81M 0.27% -540 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,365 $4.43M 0.16% -5,299 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 31,324 $4.42M 0.12% -7,400 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 31,257 $4.41M 2.49% +6,410 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 31,022 $4.38M 1.58% -647 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 30,784 $4.35M 0.4% +8,871 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 30,303 $4.28M -526 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,829 $4.21M 0.05% +442 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 29,639 $4.18M 3.11% +2,828 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 29,389 $4.15M 4.3% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,194 $4.12M 0.03% +412 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 29,028 $4.1M 1.39% +80 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 28,992 $4.09M 1.74% -603 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,194 $3.98M 0.01% +2,733 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28,166 $3.98M 0.46% +74 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 28,085 $3.96M 0.27% -244 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 27,080 $3.82M 2.1% -13,711 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 26,262 $3.71M 0.78% -216 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,252 $3.7M 0.01% -2,460 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 26,017 $3.67M <0.01% +3,750 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,864 $3.65M <0.01% +22,494 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 25,485 $3.6M 1.05% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,253 $3.56M 0.02% +1,613 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 24,981 $3.53M 0.25% +247 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 24,724 $3.49M 0.02% +9,431 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,554 $3.47M 0.02% +785 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 24,448 $3.45M 1.09% +2,875 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,802 $3.36M 1.21% -1,069 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,743 $3.35M 0.08% +4,557 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 23,721 $3.35M 0.75% +183 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 23,568 $3.33M +2,915 Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 23,242 $3.28M 0.11% -2,101 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 22,312 $3.15M 0.81% -134 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 22,144 $3.13M 1.31% +971 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,335 $3.01M 0.1% -34 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 21,161 $2.99M 0.44% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,967 $2.96M 0.07% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,660 $2.92M 0.03% -784 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 20,145 $2.84M 0.43% +163 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 19,830 $2.8M 1.21% -338 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,516 $2.75M <0.01% -633 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 19,453 $2.75M 1.28% -55,714 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 19,054 $2.69M +6,685 Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,789 $2.65M 0.71% +3 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 18,723 $2.64M 5.02% -4,242 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,572 $2.64M 0.03% +182 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 18,508 $2.61M 4.24% -34,997 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. 18,167 $2.56M 0.05% +978 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 18,084 $2.55M 1.64% +101 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 17,775 $2.51M 0.23% -2,206 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 17,600 $2.48M <0.01% -21,500 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,583 $2.48M 0.01% -1,099 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,500 $2.47M 0.08% +5,027 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,066 $2.41M 0.02% -124 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,560 $2.34M 0.11% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,207 $2.29M 0.62% +3,353 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,142 $2.28M 0.05% +8,735 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,049 $2.27M 0.82% +16 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 15,741 $2.22M 1.97% 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 15,531 $2.19M 0.11% -675 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,466 $2.18M 0.1% -20 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,461 $2.18M 0.02% -377 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 15,457 $2.18M 0.79% +133 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,452 $2.18M <0.01% +5,737 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 15,446 $2.18M -372 Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,187 $2.14M 0.06% +346 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,182 $2.14M 0.08% -80 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 14,931 $2.11M 1.06% -248 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,546 $2.05M 0.05% +1,206 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,551 $2.05M 0.66% -632 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,346 $2.02M 0.01% +3,781 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 13,794 $1.95M 0.57% +3,109 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 13,214 $1.94M 0.52% +134 13F-HR Timeline