JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 74,285,932 $4.44B 0.31% -3,172,584 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/ 46,110,946 $2.76B 0.22% +500,574 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,111,064 $1.14B 0.07% -4,820,043 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 19,075,152 $1.14B 3.42% +829,746 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,055,511 $900M 0.77% +1,293,010 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,941,103 $834M +433,714 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,545,183 $631M 6.99% -180,367 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,543,279 $451M 0.11% +3,432,439 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,501,658 $389M 4.59% +799,674 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 6,354,852 $380M 9.62% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,053,320 $362M 0.02% -3,519,859 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 5,271,982 $315M 11.98% 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,450,000 $266M 0.01% -1,050,000 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,225,407 $253M 24.32% -6,105 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,128,831 $247M 0.1% -1,973,116 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,851,186 $230M +249,902 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,825,863 $229M 0.41% +1,298,817 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,757,356 $225M 4.95% +731,008 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,888,571 $173M 2.41% +106,554 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,883,952 $172M 0.04% -435,267 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,809,800 $168M 0.22% +512,270 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,586,212 $155M 0.19% +19,971 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,508,721 $150M 8.29% +60,686 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,501,713 $150M 0.03% +304,060 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,404,847 $144M 0.05% +181,798 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,237,058 $134M 7.2% +65,772 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,233,102 $134M 4.57% +38,951 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,096,896 $125M 2.1% +131,953 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,970,457 $118M 0.02% -41,467 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,813,555 $108M 0.04% +18,469 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,805,531 $108M 9.65% +54,369 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,642,627 $98.2M 5.77% +13,364 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,633,894 $97.7M 0.02% -34,751 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,520,422 $90.9M 2.24% +33,164 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,517,236 $90.7M 2.01% +417,807 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,469,685 $87.9M 1.57% +1,137,884 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,385,699 $82.9M 19.31% +15,343 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,347,593 $80.6M 7.95% +787,960 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,343,649 $80.4M 0.14% +38,849 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,334,517 $79.8M 1.37% -524,809 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,238,333 $73.9M 0.06% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,225,315 $73.3M 2.48% +23,395 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,119,200 $66.6M 0.05% +36,200 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,110,253 $66.4M 2.47% +34,863 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,079,310 $64.6M 0.28% -137,627 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,026,698 $61.4M 0.09% +25,644 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,017,471 $60.9M 1.19% -145 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,002,142 $59.9M 5.55% +12,406 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,000,773 $59.9M 3.88% -25,596 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 974,788 $58.3M +442,365 Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 970,659 $58.1M 8.85% +17,188 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 942,520 $56.4M 7.54% +35,191 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 923,716 $55.2M 4.38% +16,410 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 919,122 $55M 17.98% +35,778 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 878,893 $52.5M +179,127 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 850,071 $50.8M 0.04% +163,058 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 799,384 $47.8M 0.01% +70,414 13F-HR/A Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 771,017 $46.1M 8.33% +29,664 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 757,870 $45.3M 4.38% +15,349 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 740,542 $44.3M 5.3% -25,565 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 726,377 $43.4M 0.71% +648,880 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 714,765 $42.8M 0.15% new 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 710,087 $42.5M 8.73% -57,772 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 693,774 $41.5M 0.52% -4,192,920 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 675,112 $40.4M 0.01% +438,782 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 640,114 $38.3M 0.66% -19,639 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 640,090 $38.3M 2.95% -16,591 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 636,331 $38.1M 2.45% +33,592 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 621,862 $37.2M 4.38% -4,270 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 619,131 $37M <0.01% +36,929 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 604,184 $36.1M 0.09% +436,261 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 589,975 $35.3M 18.91% -32,017 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 575,614 $34.4M 0.19% +73,356 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 568,242 $34M 8.75% -3,037 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 573,230 $33.9M 3.88% +13,365 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 556,764 $33.3M 2.18% +2,598 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 556,268 $33.3M 9.94% +31,647 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 555,887 $33.2M 7.63% +67,481 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 552,994 $33.1M 1.27% -18,218 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 543,032 $32.5M 8.6% -9,175 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 500,885 $30M 4.38% +201,557 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 500,547 $29.9M 4.1% +36,686 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 496,647 $29.7M 0.07% +16,395 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 486,036 $29.1M 1.94% +2,156 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 471,782 $28.2M 0.26% -84,762 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 470,715 $28.2M 0.05% +29,891 13F-HR/A Timeline Group Emprise Bank More: the full row for Emprise Bank 470,060 $28.1M 13.49% +12,377 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 467,469 $28M 0.31% -124,276 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 456,605 $27.3M 0.29% -59,095 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 451,073 $27M 2.37% +80,191 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 445,355 $26.9M 2.46% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 445,741 $26.7M 2.53% -111,216 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 435,069 $26M 0.04% +1,997 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 433,214 $25.9M 4.81% +47,925 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 432,502 $25.9M 8.5% +25,193 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 413,843 $24.8M 0.04% +31,531 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 405,898 $24.3M 2.63% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 396,850 $23.7M 1.71% +17,293 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 395,000 $23.6M 7.71% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 391,952 $23.4M 0.37% +6,856 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 390,710 $23.4M +141,300 Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 390,381 $23.3M 0.96% 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 380,159 $22.7M 4.21% -77,753 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 379,558 $22.7M 3.14% +9,290 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 381,540 $22.7M 10.02% +17,272 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 374,141 $22.4M 2.83% -21,761 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 373,584 $22.3M 1.45% +105,769 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 365,248 $21.8M 0.03% +20,157 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 345,737 $20.7M 0.07% -38,960 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 344,943 $20.6M 0.83% -302,603 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 340,837 $20.4M 6.77% +9,030 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 337,201 $20.2M 5.86% -12,869 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 336,558 $20.1M 1.72% +56,673 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 331,469 $19.8M 0.06% +18,350 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 330,589 $19.7M 1.23% -49,625 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 315,241 $18.9M 8.77% +6,579 13F-HR Timeline 25 LLC More: the full row for 25 LLC 303,974 $18.2M 6.68% +37,322 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 303,951 $18.2M 0.89% +55,134 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 299,105 $17.9M 0.21% +52,504 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 294,976 $17.6M 0.16% -12,016 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 293,123 $17.5M 0.61% -193,103 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 285,416 $17.1M 0.34% -48,466 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 285,002 $17M 4.25% -8,039 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 283,187 $16.9M 3.28% +146,062 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 279,730 $16.7M 0.06% +9,254 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 278,623 $16.7M 0.21% -24,217 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 275,438 $16.5M 5.94% +21,975 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 271,522 $16.1M 5.89% +18,094 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 266,712 $16M 0.68% +6,383 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 264,909 $15.8M 0.01% +38,910 13F-HR Timeline Group Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 262,143 $15.7M 1.43% +402 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 260,931 $15.6M 2.27% -21,531 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 259,402 $15.5M 0.01% +1,299 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 252,094 $15.1M 0.32% +55,150 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 249,576 $14.9M 0.35% -20,498 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 244,122 $14.6M 9.15% -1,186 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 243,686 $14.6M 5.83% +6,812 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 239,892 $14.3M 0.36% -32,174 13F-HR/A Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 238,389 $14.3M 1.97% +55,983 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 238,101 $14.2M 3.68% +9,374 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 237,361 $14.2M 0.16% +14,718 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 235,702 $14.1M 3.38% +13,547 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 233,514 $14M 0.95% +4,268 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 230,799 $13.8M 3.06% +120,467 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 227,976 $13.6M 6.05% -10,553 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 227,091 $13.6M 0.36% +54,658 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 220,167 $13.2M 8.09% +11,835 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 212,690 $12.6M 1.25% +16,053 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210,420 $12.5M 0.02% -26,676 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 206,917 $12.4M 7.22% +23,370 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 197,329 $11.8M 0.66% +14,225 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 197,071 $11.8M 3.71% +78,248 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 197,048 $11.8M 0.07% +32,208 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 195,933 $11.7M 4.72% +4,956 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 194,785 $11.7M 0.02% +168,506 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 190,985 $11.4M 3.63% +8,902 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 188,077 $11.2M 0.6% +17,431 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 187,161 $11.2M 7.59% +2,136 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 185,842 $11.1M 0.03% -62,123 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 181,947 $10.9M 7.74% -24,778 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 181,686 $10.9M 5.22% +16,841 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 179,614 $10.7M 3.66% new 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 175,700 $10.5M 0.57% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 175,449 $10.5M 0.47% +602 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 172,918 $10.3M 2.6% -4,822 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 171,737 $10.3M 2.81% +36,792 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 170,940 $10.2M 6.59% +18,362 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 169,160 $10.1M 1.29% +10,503 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 168,443 $10.1M 0.05% -143,038 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 166,466 $9.96M 5.12% +3,266 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 166,316 $9.95M 3.67% +2,601 13F-HR Timeline Friday Financial More: the full row for Friday Financial 164,018 $9.81M 4.99% +15,352 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 164,381 $9.8M 0.66% +34,366 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 162,334 $9.71M 3.68% +8,174 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 162,107 $9.7M 3.43% -145 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 161,758 $9.67M 1.82% -22,049 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 160,248 $9.58M 1.23% +108 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 158,618 $9.49M 0.01% -24,187 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 157,735 $9.43M 0.01% +13,453 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 156,371 $9.35M 3.52% +21,517 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 155,123 $9.28M 6.92% -1,528 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 151,253 $9.05M 0.02% +37,855 13F-HR/A Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 151,121 $9.04M 6.92% +22,837 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 148,401 $8.88M 1.63% -51,904 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 146,598 $8.77M 0.65% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 144,624 $8.65M 1.65% -44,953 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 144,500 $8.64M 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 142,898 $8.55M 0.36% +70,449 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 142,458 $8.52M 4.07% -3,280 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 142,007 $8.49M 0.07% +11,185 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 141,031 $8.44M 0.01% +96,139 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 140,942 $8.43M 1.65% +2,983 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 141,186 $8.37M 5.68% +3,648 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 136,979 $8.19M 0.16% +15,627 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 136,913 $8.19M 0.06% +12,025 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 136,330 $8.15M 2.59% +4,002 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 135,852 $8.13M 0.05% +35,435 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 132,866 $7.95M 7.16% +1,622 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 129,331 $7.74M 5.43% +3,735 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 129,303 $7.73M 0.04% +81,409 13F-HR Timeline