JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 85,775,873 $5.1B 0.35% +8,481,735 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/ 83,053,264 $4.95B 0.36% +31,643,968 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 23,598,179 $1.41B 3.65% +1,706,338 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,173,187 $1.38B 0.08% +564,184 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 21,771,013 $1.3B +7,382,259 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 19,248,384 $1.15B 12.14% +2,523,739 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,200,025 $1.14B 0.78% +1,343,679 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 11,674,957 $695M +7,392,411 Timeline NEPC LLC More: the full row for NEPC LLC 8,137,837 $485M 9.65% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,236,263 $431M 4.93% +966,134 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6,491,988 $387M 12.12% +358,065 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 6,123,657 $365M 5.82% +546,311 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,941,533 $354M 1.71% +5,295,414 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,871,959 $350M +1,453,514 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,541,206 $328M 0.08% -2,357,406 13F-HR/A Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,950,000 $295M 0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,783,237 $285M 0.4% +561,176 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,560,317 $272M 0.05% +1,077,332 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,203,414 $248M 0.36% +660,935 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,105,695 $244M 0.01% -762,667 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,935,163 $234M 3.43% +1,393,666 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,827,082 $228M +2,435,986 Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,367,747 $201M 0.07% -133,852 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,348,987 $199M 0.21% +162,828 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,246,484 $193M 0.06% +196,942 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,138,310 $187M 2.22% +32,268 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,726,479 $162M 0.04% +249,214 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,703,579 $161M 7.67% +50,438 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,655,598 $158M 4.71% +184,970 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,161,827 $129M 5.69% +654,222 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,125,722 $127M 10.12% +74,912 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,912,898 $114M 0.25% +1,712,694 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,844,031 $110M 0.02% +234,087 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,989,734 $109M 2.62% +124,289 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,799,821 $107M 6.02% +69,857 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,694,297 $101M 0.11% +127,013 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,645,471 $98M 1.78% +168,867 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 1,576,606 $93.9M 0.02% -18,752 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,511,763 $90M 0.06% +203,908 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 1,495,302 $89M 1% +1,214,442 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,463,406 $87.1M 1.74% +6,263 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,431,361 $85.2M 1.05% +7,961 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,372,426 $81.7M 2.56% +53,938 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,326,156 $79M 7.84% +135,206 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,280,740 $76.3M 6.32% -124,403 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 1,275,570 $76M 0.25% +6,410 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,271,182 $75.7M 2.55% +64,893 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,183,781 $70.5M 8.11% +66,256 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,140,442 $67.9M 4.16% +52,401 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,086,123 $64.7M 18.23% +31,416 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,060,677 $63.2M 0.98% +15,754 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,039,280 $61.9M 9.3% +104,220 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 944,843 $56.3M 0.66% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 944,051 $56.2M 0.08% -140,032 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 917,728 $54.7M 0.89% +756,702 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 909,656 $54.2M 4.55% +2,178 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 862,854 $51.4M 7.09% +858,864 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 858,113 $51.1M 0.13% +142,880 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 846,952 $50.4M 5.42% +40,077 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 807,615 $48.1M new Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 804,441 $47.9M 0.69% -39,451 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 800,067 $47.6M 2.52% +59,474 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 781,385 $46.5M 5.99% new 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 772,030 $46M 12.18% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 763,045 $45.4M 0.08% +48,035 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 752,878 $44.8M +80,025 Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 751,966 $44.8M 0.38% +154,342 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 738,660 $44M 2.34% -65,941 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 726,752 $43.3M 0.35% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 716,698 $42.7M 2.65% +68,873 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 713,836 $42.5M 2.97% +74,084 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 712,921 $42.5M 0.07% +140,073 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 711,404 $42.4M 2.58% +38,410 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 701,059 $41.7M 0.2% +60,611 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 692,666 $41.2M 0.58% +313,923 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 687,280 $40.9M 0.08% +18,992 13F-HR Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 676,743 $40.3M 12.86% +65,268 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 676,751 $40.2M 3.62% +39,470 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 667,704 $39.8M 4.24% +11,334 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 666,838 $39.7M 0.08% +96,577 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 652,463 $38.9M 1.46% +105,517 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 652,289 $38.8M 0.06% +59,684 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 636,036 $37.9M 2.44% +22,011 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 635,361 $37.8M 9.01% +19,005 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 621,539 $37M 5.86% +65,377 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 614,592 $36.6M 12.4% +31,170 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 611,605 $36.4M 10.15% +33,524 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 601,887 $35.8M 10.34% +11,276 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 598,185 $35.6M 7.45% +23,456 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 595,838 $35.3M 5.49% +5,358 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 588,454 $35M 14.07% +33,066 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 586,492 $34.9M 17.13% -14,782 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 580,530 $34.6M 8.12% +21,012 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 572,769 $34.1M <0.01% +66,464 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 568,683 $33.9M 1.21% +33,541 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 566,414 $33.5M 0.02% +136,092 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 555,884 $33.1M 4.04% -8,176 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 546,446 $32.5M 4.02% +36,921 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 544,892 $32.4M 0.18% +370,953 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 544,581 $32.4M 1.51% +80,420 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 544,060 $32.4M 0.48% -195,115 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 520,446 $31M 0.31% +33,510 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 508,854 $30.2M 1.46% -223,998 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. 505,729 $30.1M 0.09% +139,340 13F-HR/A Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 504,812 $30.1M 0.65% +68,577 13F-HR/A Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 500,610 $29.8M 1.86% +9,028 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 498,164 $29.7M <0.01% +56,661 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 489,665 $29.2M 2.2% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 486,707 $28.9M 1.04% +84,147 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 475,159 $28.5M 0.56% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 475,469 $28.3M 0.03% +18,646 13F-HR Timeline Group Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 465,404 $27.7M 10.43% +27,705 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 464,120 $27.6M 0.3% -36,779 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 463,972 $27.6M 1.85% +66,537 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 461,865 $27.5M 2.47% -18,323 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 448,021 $26.7M 0.33% +77,759 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 447,454 $26.6M 3.24% +11,528 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 438,827 $26.1M 1.29% +66,078 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 434,706 $25.9M 5.82% +20,949 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 433,826 $25.8M 2.09% -9,256 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 433,764 $25.8M 5.3% +74,690 13F-HR Timeline 25 LLC More: the full row for 25 LLC 429,850 $25.6M 7.89% +48,401 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 429,184 $25.6M 3.94% -661,327 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 416,247 $24.8M 0.42% -1,072,585 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 414,916 $24.6M +359,461 Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 412,183 $24.5M 2.43% +2,507 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. 406,450 $24.1M 0.02% -110,250 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 399,966 $23.8M 6.25% +19,225 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 393,686 $23.4M 0.12% +25,941 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 391,345 $23.3M 0.04% +389,475 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 389,278 $23.2M 0.2% +84,903 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 382,976 $22.8M 2.85% +32,865 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 382,830 $22.8M 0.02% +2 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 376,638 $22.3M 1.67% +23,341 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 372,918 $22.1M 0.38% +51,602 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 369,137 $22M 6.82% +66,845 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 365,624 $21.8M 5.41% +1,914 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 361,975 $21.6M 0.03% +47,098 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 361,188 $21.5M 4.45% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 356,975 $21.3M 0.03% -45,759 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 356,093 $21.2M 6.58% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 352,227 $20.9M 0.13% +43,094 13F-HR/A Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 347,290 $20.7M 1.07% +5,852 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 339,430 $20.2M 4.47% +17,733 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 332,302 $19.8M 3.68% +41,479 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 331,516 $19.7M 3.36% +19,631 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 329,140 $19.6M 4.4% +29,629 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 328,613 $19.5M 0.18% +82,238 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 325,412 $19.4M 0.05% +19,311 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 322,385 $19.2M 2.44% +3,023 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 313,631 $18.7M 5.76% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 311,135 $18.5M 6.33% +39,949 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 308,638 $18.4M 18.11% +13,879 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 305,900 $18.2M 6.11% +12,555 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 301,532 $18M 0.9% +16,855 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 296,179 $17.6M 0.1% +46,044 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 295,718 $17.6M 1.84% +7,650 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 285,766 $17M 8.12% +133,796 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 283,471 $16.9M 1.39% +276,294 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 283,183 $16.9M 5.76% -7,537 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 281,668 $16.8M 0.01% +6,366 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 280,457 $16.7M 5.01% +18,638 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 280,416 $16.7M 0.13% -718 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 275,490 $16.4M 8.91% +10,079 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 274,511 $16.3M 2.33% +243,279 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 270,146 $16.1M 0.88% new 13F-HR/A Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 266,200 $15.9M 6.2% +12,629 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 265,925 $15.8M 0.48% +37,835 13F-HR/A Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 260,470 $15.6M 1.39% +26,080 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 261,055 $15.5M 0.01% +86,155 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 258,106 $15.4M 0.28% +3,322 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 256,358 $15.3M 3.16% +6,337 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 256,069 $15.2M 5.74% +24,853 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 252,676 $15M 1.09% +3,440 13F-HR Timeline North Ridge Wealth Advisors, Inc. 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More: the full row for Garde Capital, Inc. 198,392 $11.8M 0.71% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 198,157 $11.8M 1.97% +5,789 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 195,020 $11.6M 5.46% +9,664 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 193,155 $11.5M 12.49% +4,747 13F-HR Timeline