JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 71,800,616 $4.31B 0.27% -2,485,316 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 49,761,596 $2.99B 0.22% +3,650,650 13F-HR/A Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 20,427,266 $1.23B 3.4% +1,352,114 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,830,054 $1.19B 0.07% +718,990 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 16,456,953 $988M 0.75% +1,401,442 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 15,900,799 $955M +1,959,696 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,919,197 $896M 9.76% +4,374,014 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,736,800 $464M 0.11% +193,521 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,048,173 $423M 4.75% +546,515 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 6,472,647 $389M 10.23% +117,795 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 5,864,149 $352M 17.06% +592,167 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,495,265 $330M 6.05% +1,737,909 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,329,339 $320M 0.02% -723,981 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,950,000 $297M 0.01% +500,000 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,409,449 $265M 23.79% +184,042 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,883,955 $233M +32,769 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,815,434 $229M 0.37% -10,429 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,432,156 $206M 0.07% -696,675 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,016,442 $181M 0.29% +206,642 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,013,313 $181M 2.34% +124,742 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,985,949 $179M 0.04% +101,997 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,878,144 $173M 0.06% +473,297 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,754,590 $165M 0.19% +168,378 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,708,572 $163M 0.03% +206,859 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,348,887 $141M 2.23% +251,991 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,338,585 $140M 4.41% +105,483 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,333,044 $140M 7.03% +95,986 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,007,315 $120M 0.04% +193,760 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,884,587 $113M 9.42% +79,056 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,677,927 $101M 5.56% +35,300 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,632,908 $98M 2.24% +112,486 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 1,615,735 $97M 0.02% -18,159 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,508,713 $90.6M 1.91% -8,523 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,482,548 $89M 0.1% +138,899 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,482,223 $89M 1.52% +12,538 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,403,972 $84.3M 1.14% +677,595 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,401,122 $84.1M 19.27% +15,423 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,369,751 $82.2M 7.64% +22,158 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,265,288 $76M 2.42% +39,973 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,128,842 $67.8M 2.39% +18,589 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,106,248 $66.4M 0.92% -228,269 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,090,954 $65.5M 0.09% +64,256 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,056,794 $63.4M 0.25% -22,516 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,036,991 $62.3M 1.09% +19,520 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,028,666 $61.8M 7.77% +86,146 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,025,230 $61.5M 0.04% +175,159 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,016,994 $61.1M 8.76% +46,335 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,008,889 $60.6M +34,101 Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 991,034 $59.7M 4.18% +67,318 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 979,557 $58.8M 17.66% +60,435 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 894,430 $53.7M 4.67% -107,712 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 885,534 $53.2M 3.03% -115,239 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 846,715 $50.8M 0.17% +131,950 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 843,709 $50.6M 0.01% +44,325 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 816,131 $49M 8.07% +45,114 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 804,556 $48.3M 0.29% +782,396 13F-HR/A Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 773,371 $46.4M 5.22% +32,829 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 772,030 $46.3M 9.76% +61,943 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 700,835 $42.1M 7.86% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 690,528 $41.5M 0.62% +50,414 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 685,068 $41.1M 2.92% +44,978 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 673,519 $40.4M <0.01% +54,388 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 666,246 $40M 2.31% +29,915 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 658,039 $39.5M 0.08% +53,855 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 645,200 $38.7M 0.03% -474,000 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 641,705 $38.5M 0.03% -596,628 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 636,482 $38.2M 4.27% +14,620 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 625,419 $37.5M 2.52% +228,569 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 610,431 $36.6M 3.71% +37,201 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 604,434 $36.3M -274,459 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 597,058 $35.9M 0.05% +126,343 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 590,806 $35.5M 8.64% +22,564 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 588,864 $35.3M 10.02% +32,596 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 588,095 $35.3M 2.13% +31,331 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 587,320 $35.3M 18.23% -2,655 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 581,233 $34.9M 0.07% +529,700 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 571,426 $34.3M 0.17% -4,188 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 571,403 $34.3M 1.97% +197,819 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 564,292 $33.9M 7.36% +8,405 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 562,824 $33.8M 0.38% -130,950 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 540,773 $32.5M 4.04% +40,226 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 539,191 $32.4M 1.18% -13,803 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 535,986 $32.2M 13.64% +220,745 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 530,150 $31.8M 5.25% +96,936 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 526,079 $31.6M 1.69% -1,982,642 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 522,320 $31.4M 13.53% +52,260 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 513,522 $30.8M 0.06% +16,875 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 496,050 $29.8M 3.97% -4,835 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 489,127 $29.4M 1.86% +3,091 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 488,746 $29.3M 0.29% +21,277 13F-HR Timeline Group 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 $28.3M 0.25% 0 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 460,537 $27.6M 2.36% +9,464 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 460,231 $27.6M 8.48% +27,729 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 459,742 $27.6M 0.28% +3,137 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 449,444 $27M 0.03% +14,375 13F-HR Timeline Group 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 437,412 $26.3M 2.26% -8,329 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 428,583 $25.7M 0.96% +38,202 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 418,784 $25.1M +28,074 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 418,147 $25.1M 0.07% +86,678 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 417,026 $25M 3.11% +37,468 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 409,885 $24.6M 2.47% +3,987 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 406,915 $24.4M 9.85% +25,375 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 395,505 $23.7M 0.04% -18,338 13F-HR Timeline Group Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 395,000 $23.7M 7.42% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 379,738 $22.8M 1.36% +375,710 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 374,989 $22.5M 2.76% +848 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. 374,439 $22.5M 0.07% +28,702 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 364,188 $21.9M 1.01% +60,237 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 358,265 $21.5M 5.92% +17,428 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 354,633 $21.3M 1.63% +18,075 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 342,201 $20.5M 0.3% -49,751 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 339,973 $20.4M 0.03% -25,275 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 338,274 $20.3M 5.53% +1,073 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 330,934 $19.9M 1.12% +345 13F-HR Timeline 25 LLC More: the full row for 25 LLC 326,941 $19.6M 6.68% +22,967 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 326,305 $19.6M 0.09% +307,461 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 326,064 $19.6M 0.78% -18,879 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 318,436 $19.1M 0.01% +53,527 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 317,693 $19.1M 0.15% +22,717 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 314,014 $18.9M 0.16% +299,318 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 307,232 $18.4M 4.28% +69,131 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 305,566 $18.3M 4.25% +20,564 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 301,298 $18.1M <0.01% -373,814 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 297,569 $17.9M 3.24% +14,382 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 289,429 $17.4M 0.05% +9,699 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 288,595 $17.3M 3.75% +52,893 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 286,078 $17.2M 5.79% +10,640 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 284,251 $17.1M 5.92% +12,729 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 279,956 $16.8M 1.49% +17,813 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 274,546 $16.5M 0.33% +22,452 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 273,134 $16.4M 0.16% -5,489 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 269,089 $16.2M 4.17% +197,915 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 265,621 $15.9M 0.01% +6,219 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 260,543 $15.6M 2.12% -388 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 259,862 $15.6M 0.31% +19,970 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 256,694 $15.4M 5.78% +13,008 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 254,210 $15.3M 8.8% +10,088 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 245,538 $14.7M 1.98% +7,149 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 245,793 $14.7M 0.15% +8,432 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 241,827 $14.5M 0.44% -51,296 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 241,276 $14.5M 0.22% -44,140 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 238,865 $14.3M 5.96% +10,889 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 234,531 $14.1M 0.36% +7,440 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 234,223 $14.1M 0.29% -15,353 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 232,730 $14M 7.99% +12,563 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 232,622 $14M 0.57% -34,090 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 232,115 $13.9M 0.91% -1,399 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 229,170 $13.8M 4.38% +49,556 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 228,300 $13.7M 2.21% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 225,093 $13.5M 0.7% +27,764 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 216,076 $13M 1.17% +3,386 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 214,313 $12.9M 0.15% -84,792 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 211,817 $12.7M 4.69% +15,884 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 206,097 $12.4M 0.03% +20,255 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 205,240 $12.3M 5.31% -1,677 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 205,215 $12.3M 0.49% +29,766 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 203,603 $12.2M 0.02% -6,817 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 202,964 $12.2M 5.13% +21,278 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 202,763 $12.2M 3.56% +5,692 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 198,788 $11.9M 3.54% +7,803 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 197,745 $11.9M 3.93% +117,932 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 194,506 $11.7M 7.34% +7,345 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 193,832 $11.6M 6.33% +22,892 13F-HR Timeline Garde Capital, Inc. 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