JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 47,301,997 $2.76B 0.16% -4,528,654 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 28,332,310 $1.65B 0.09% +536,579 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/ 11,894,773 $692M 0.04% +365,679 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,135,791 $648M 0.89% +981,703 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 10,359,015 $603M +2,946,198 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,815,679 $516M 0.17% +8,805,861 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,157,125 $475M 0.06% +191,524 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,958,141 $289M 0.05% -728,394 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,938,833 $287M 0.35% -327,132 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,710,769 $274M 3.98% -156,919 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,467,285 $260M 2.49% -633,676 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,249,118 $247M 0.03% -4,537,422 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,102,272 $239M 0.05% -378,104 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,992,399 $232M -88,123 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,581,286 $208M 0.04% +388,516 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,547,233 $206M +229,219 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,432,890 $200M 0.59% -13,731 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,328,556 $194M 0.05% -272,005 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,002,732 $175M 2.22% +222,924 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,789,417 $162M 5.73% -127,687 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,557,701 $149M 0.21% +119,991 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,526,390 $147M 0.07% +92,138 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 2,425,179 $141M 2.25% +1,235,513 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,312,922 $135M 1.36% +72,313 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,200,571 $128M 2.35% +130,313 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,159,237 $126M 0.12% +256,461 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,133,484 $124M 0.02% -347,666 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,121,965 $124M 0.15% +354,461 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,093,639 $122M 4.87% -32,729 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,010,515 $117M 0.45% +125,022 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,993,299 $116M 2.16% 0 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,835,215 $107M 1.54% +161,248 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,662,406 $96.8M -129,606 Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,571,335 $91.5M 2.72% +405,410 13F-HR/A Timeline FJ Investments, LLC More: the full row for FJ Investments, LLC 1,550,014 $90.2M 4.9% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,537,843 $89.5M 8.18% -136,071 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,527,935 $88.9M 0.93% -208,114 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 1,526,211 $88.8M 0.62% -757,502 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,421,932 $82.8M 1.09% +286,072 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,405,234 $81.8M 0.38% -37,410 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,381,942 $80.4M 4.15% +57,086 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,356,427 $78.9M 1.48% +24,898 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,350,317 $78.6M 0.83% +89,419 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,327,074 $77.2M 4.09% +488,822 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,287,710 $74.9M 4.46% -249,748 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,284,004 $74.7M 6.99% +56,727 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,281,135 $74.6M 11.56% +75,912 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,280,012 $74.5M 0.04% -83,179 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,236,917 $72M 1.77% +20,046 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 1,212,961 $70.6M 1.03% +62,792 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,150,794 $67M 0.84% -214,747 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,127,311 $65.6M +48,148 Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,123,054 $65.4M 10.03% +113,594 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,107,162 $64.4M 10.36% +46,122 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 1,086,658 $63.2M 13.25% +34,779 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,059,194 $61.6M 6.92% +408,749 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,032,635 $60.1M 3.8% +63,427 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,007,231 $58.6M 0.05% -65 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 944,315 $55M 0.07% -123,573 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 925,588 $53.9M 1.43% +60,775 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 912,065 $53.1M +11,479 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 895,293 $52.1M 0.03% +293,303 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 893,733 $52M 0.12% +351,274 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 882,471 $51.4M 9.2% +40,173 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 865,062 $50.3M 12.28% +22,668 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 863,583 $50.3M 3.32% +94,141 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 852,297 $49.6M 20.09% +854 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 819,197 $47.7M 0.16% +86,624 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 806,570 $46.9M 5.85% +66,063 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 776,178 $45.2M 1.15% -202,940 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 768,955 $44.8M 0.05% +45,926 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 767,727 $44.6M 5.9% +486,074 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 756,714 $44M 4.18% -109,567 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 746,524 $43.4M 14.67% +271,513 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 726,811 $42.3M 0.07% +726,241 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 716,987 $41.7M 5.96% +20,355 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 702,665 $40.9M 0.06% +114,389 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 699,446 $40.7M 5.8% +62,208 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 689,411 $40.1M 0.24% -407,536 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 667,988 $38.9M 4.4% -22,221 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 654,977 $38.1M 0.08% -989,700 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 649,524 $37.8M 5.96% +41,276 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 648,947 $37.8M 0.06% +40,168 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 641,271 $37.3M 0.74% +10,331 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 633,681 $36.9M 7.03% +13,037 13F-HR/A Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 619,536 $36.1M 6.44% new 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 616,877 $35.9M 2.4% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 614,178 $35.7M 3.86% +18,569 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 612,364 $35.6M 0.26% +14,013 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 604,658 $35.2M 0.3% +22,150 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 601,790 $35M 0.5% -4,168 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 597,540 $34.8M 3.34% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 595,433 $34.7M 4.05% +22,646 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 592,890 $34.5M 0.44% +29,885 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 589,059 $34.3M 3.32% +2,987 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 586,889 $34.2M 3.39% +278,709 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 583,471 $34M 0.01% +156,084 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 578,966 $33.7M 0.01% +10,431 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 574,711 $33.4M 1.47% -14,849 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 569,513 $33.1M 7.51% +95,658 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 559,865 $32.6M 0.37% +44,401 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 543,365 $31.6M 0.32% +14,372 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 541,474 $31.5M 0.2% +67,818 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 541,412 $31.5M 6.74% +493,395 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 532,912 $31M 6.93% +21,865 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 532,671 $31M 8.63% +18,847 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 532,239 $31M 11.16% +49,257 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 526,230 $30.7M 0.86% +22,687 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 522,397 $30.4M 9.77% -6,109 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 513,142 $29.9M 5.96% +35,092 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 512,714 $29.8M 0.7% 0 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 511,014 $29.7M 1.62% +172,108 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 508,786 $29.6M 0.59% -17,655 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 505,330 $29.4M 6.11% +5,697 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 505,229 $29.4M 8.85% +30,073 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 501,923 $29.2M 3.98% +1,483 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 493,743 $28.7M 0.74% -7,320 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 488,850 $28.5M 6.05% -150,410 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 455,561 $26.5M 0.75% +11,240 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 444,000 $25.8M <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 443,813 $25.8M 2.12% +12,510 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 441,537 $25.7M 0.29% +36,895 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 440,702 $25.6M 2.33% +47,664 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 430,687 $25.1M 3.27% +9,409 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 415,817 $24.2M 0.05% +86,081 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 410,725 $23.9M 1.06% +12,881 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 410,200 $23.9M 16.11% +6,500 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 406,669 $23.7M 1% -1,959 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 405,803 $23.6M 1.85% -1,707 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 403,907 $23.5M 2.3% +13,453 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 396,995 $23.1M 0.07% -320,889 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 396,374 $23M 6.67% +8,637 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 395,381 $23M 6.63% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 389,732 $22.7M 3.23% +18,056 13F-HR Timeline SHAH CAPITAL MANAGEMENT More: the full row for SHAH CAPITAL MANAGEMENT 382,324 $22.3M 4.23% +39,334 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 381,952 $22.2M 3.27% -3,300 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 373,265 $21.7M 0.86% -199,641 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 373,967 $21.7M 0.31% +102,320 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 364,162 $21.2M 0.13% -4,400 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 363,591 $21.2M 0.03% -94,283 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 359,071 $20.9M 1.4% +12,707 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 358,102 $20.8M 0.03% +34,270 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 355,975 $20.7M 1.69% +3,331 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 343,225 $20M 0.03% +149,959 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 340,243 $19.8M 0.16% +29,822 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 337,874 $19.7M 2.55% +12,413 13F-HR/A Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 336,255 $19.6M 0.06% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 334,068 $19.5M 0.01% +43,251 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 331,278 $19.3M 0.27% +13,991 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 329,326 $19.2M 10.36% +28,620 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 326,667 $19M 15.98% -6,141 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 326,174 $19M 3.06% +28,988 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 320,794 $18.7M 11.21% +15,428 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 316,720 $18.4M 4.09% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 315,750 $18.4M 0.25% +11,559 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 315,133 $18.3M 9.1% -310 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 314,957 $18.3M 15.55% +31,709 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 313,618 $18.3M 1.06% +30,911 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 300,406 $17.5M 1.06% -463,384 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 298,082 $17.3M 0.18% -38,580 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 294,478 $17.1M 5.25% +14,582 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 292,229 $17M 2.87% +28,761 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 285,270 $16.6M 3.14% +9,021 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 281,813 $16.4M 0.19% 0 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 279,966 $16.3M 1.42% -1,118 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 278,531 $16.2M 7.68% +18,211 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 276,323 $16.1M 4.28% +55,978 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 275,435 $16M 7.95% -12,480 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 274,807 $16M 3.45% +8,130 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 274,010 $15.9M 6.59% +12,601 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 273,386 $15.9M 1.31% +106,825 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 270,189 $15.7M 6.3% +13,716 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 266,768 $15.5M 5.93% +17,853 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 266,146 $15.5M 0.08% -32,357 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 261,047 $15.2M 0.24% -22,537 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 257,143 $15M 1.97% +3,982 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 251,714 $14.6M 3.75% +18,388 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 251,313 $14.6M 2.15% +143,027 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 250,558 $14.5M 0.02% +4,371 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 249,105 $14.5M 0.09% +5,145 13F-HR/A Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 247,405 $14.4M 1% +13,386 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 246,743 $14.4M 2.15% +9,464 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 246,652 $14.4M 2.01% +15,084 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 240,859 $14M 0.16% +54,112 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 239,350 $13.9M 9.76% -1,506 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 236,632 $13.8M 14.05% -18,495 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 234,382 $13.6M 6.8% +1,573 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 233,447 $13.6M 0.65% -33,575 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 228,401 $13.3M 0.83% +36,935 13F-HR Timeline GEN Financial Management, INC. 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