JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,506,691 $2.55B 0.19% +5,886,364 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,253,932 $1.31B 0.09% +384,001 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,535,912 $442M 11.49% +125,785 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,909,805 $406M 0.04% -220,527 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,265,630 $368M 0.05% +429,644 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,559,577 $326M 0.06% +295,027 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,852,865 $285M 0.55% +708,372 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,500,000 $264M 0.01% 0 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 4,493,517 $264M 4.46% +2,019,229 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,350,425 $255M 3.25% +146,822 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,859,957 $227M 7.61% +251,649 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,666,884 $215M 0.44% +203,880 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,240,447 $190M 0.69% +85,627 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,097,806 $182M 0.04% -100,786 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,020,011 $177M -372,357 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,653,756 $156M 0.06% +327,871 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,632,900 $154M 0.04% +1,860,465 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,369,757 $139M 4.59% +1,865,738 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,343,088 $138M 0.03% +374,851 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,269,271 $133M 0.05% +248,690 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,045,989 $120M 0.16% +15,117 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,045,743 $120M 6.02% -3,551 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,032,023 $119M 1.53% -1,408,729 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,024,208 $119M 2.48% +182,254 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,013,002 $118M 0.23% -74,866 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,808,121 $106M 0.02% +42,934 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,772,239 $104M 6.17% +50,412 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,734,700 $102M 0.15% +261,834 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,461,439 $85.8M 1.08% +1,391,985 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 1,457,050 $85.5M 4.26% -821,717 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,446,184 $84.9M 0.07% +231,185 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 1,441,536 $84.6M 0.86% +1,020,895 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,413,277 $82.9M 0.08% +358,590 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,412,921 $82.9M 0.63% +8,881 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,346,379 $79M 2.18% +86,596 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,315,405 $77.2M +793,405 Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,275,761 $74.8M 2.54% -669,773 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,263,428 $74.2M 1.12% -8,547 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,233,368 $72.4M 0.1% +62,359 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 1,226,718 $72M 1.99% -686,917 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,208,944 $71M 0.16% +231,110 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,178,847 $69.2M 1.49% +21,351 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,160,096 $68.1M +21,205 Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,157,833 $68M 4.56% +25,235 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,155,628 $67.8M 1.44% +581,308 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,116,849 $65.5M 0.11% +820,448 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,044,360 $61.3M 1.09% +68,928 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,033,345 $60.6M 0.58% +35,513 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,025,069 $60.2M 6.66% +3,025 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,022,915 $60M 0.5% -142,673 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,017,352 $59.7M 0.3% +119,189 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,008,471 $59.2M 0.14% +501,838 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,008,155 $59.2M 0.15% +29,975 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,000,206 $58.7M 1.17% +393,721 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 991,964 $58.2M 0.09% -120,629 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 980,132 $57.5M 1.48% +15,277 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 949,291 $55.7M 12.96% +34,218 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 936,029 $54.9M 17.08% +47,982 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 844,703 $49.6M 13.76% +16,444 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 828,640 $48.6M 6.79% +36,431 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 785,965 $46.1M 10.38% +13,165 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 775,036 $45.5M 3.37% +130,558 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 769,532 $45.2M 1.19% -183,817 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 758,711 $44.5M 9.98% +57,716 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 754,339 $44.3M 0.22% -4,265 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 748,434 $43.9M 10.49% +29,591 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 743,568 $43.6M 22.16% -6,871 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 742,526 $43.5M 5.84% -52,226 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 735,984 $43.2M 5.57% -37,502 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 721,745 $42.4M 4.71% +11,710 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 708,687 $41.6M 11.47% +83,612 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 699,157 $41M 13.23% +23,211 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 692,207 $40.6M 1.52% -9,282 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 686,080 $40.3M 0.6% -237,110 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 685,087 $40.2M 0.07% +56,777 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 681,031 $40M 1.28% -989 13F-HR Timeline Group Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 680,428 $39.9M 26.46% -32,658 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 665,744 $39.1M 4.92% +56,557 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 660,425 $38.8M 2.6% +391,640 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 616,877 $36.2M 1.37% -886,468 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 565,763 $33.2M 6.3% +40,734 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 564,243 $33.1M 4.26% -18,037 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 558,828 $32.8M 0.06% -49,764 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 555,374 $32.6M 0.37% +28,391 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 550,207 $32.3M 4.05% +16,167 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 522,500 $30.7M 1.11% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 522,459 $30.7M <0.01% +51,903 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 520,078 $30.5M 0.43% +5,080 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 519,309 $30.5M 0.72% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 513,291 $30.1M 6.21% +96,517 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 510,329 $30M 0.43% -226,402 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 496,391 $29.1M 0.75% -15,246 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 493,175 $28.9M 7.02% -55 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 483,749 $28.4M 7.51% +173,624 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 474,526 $27.8M 0.8% -85,133 13F-HR/A Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 460,054 $27M +35,533 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 455,839 $26.8M 0.86% +31,006 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 455,452 $26.7M 13.92% +1,991 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 452,092 $26.5M 0.39% -37,460 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 450,976 $26.5M -28,872 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 447,318 $26.3M 0.76% -19,347 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 446,500 $26.2M 12.55% +19,800 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 446,313 $26.2M 3.81% -19,009 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 422,766 $24.8M 8.44% +7,357 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 392,554 $23M 3.84% +2,707 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 380,256 $22.3M 1.5% +16,522 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 376,705 $22.1M 1.8% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 375,084 $22M 1.76% +14,075 13F-HR Timeline SHAH CAPITAL MANAGEMENT More: the full row for SHAH CAPITAL MANAGEMENT 373,988 $21.9M 4.48% +136,236 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 371,046 $21.8M 0.27% +12,172 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 368,640 $21.6M 0.16% -324 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 360,617 $21.2M 1.54% +340,956 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 359,196 $21.1M 1.97% -37,790 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 355,451 $20.9M 2.22% +17,997 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 355,466 $20.9M 1.36% +9,797 13F-HR/A Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 349,867 $20.5M 5.69% +15,851 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 348,761 $20.5M 0.06% +12,023 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 348,643 $20.5M 0.07% -16,392 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 346,599 $20.3M 4.07% -96,662 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 345,153 $20.3M 0.37% -13,957 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 338,778 $19.9M 6.85% +22,235 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 335,404 $19.7M 5.83% +5,454 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 331,725 $19.5M 13.19% -5,194 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 330,884 $19.4M 0.1% -164,726 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 328,587 $19.3M 3.89% -56,375 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 321,884 $18.9M 3.6% +22,828 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 321,018 $18.8M 0.06% -339 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 312,848 $18.4M 0.14% +291,067 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 309,438 $18.2M 2.95% +15,705 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 298,655 $17.5M 0.84% +286,359 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. 294,383 $17.3M 0.07% +68,557 13F-HR Timeline Group Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 290,100 $17M 19.1% +122,500 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 288,053 $16.9M 0.87% +21,964 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 280,486 $16.5M 0.82% +43,442 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 279,076 $16.4M 0.19% +15,485 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 271,494 $15.9M 0.19% -31,703 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 268,957 $15.8M 0.31% new 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 266,081 $15.6M 2.75% +14,390 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 265,349 $15.6M 3.1% +15,240 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 254,089 $14.9M 4.36% -10,687 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 253,515 $14.9M 0.22% +76,031 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 239,491 $14.1M 2.49% +12,685 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 238,929 $14M 0.92% +11,960 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 238,450 $14M 4.03% -3,585 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 237,864 $14M 0.16% +22,766 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 230,636 $13.5M 1.02% +17,726 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 227,755 $13.4M 1.17% new 13F-HR/A Timeline Group American Assets Capital Advisers, LLC More: the full row for American Assets Capital Advisers, LLC 227,755 $13.3M 5.58% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 226,010 $13.3M 0.02% +15,208 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 225,279 $13.2M 15.29% -1,898 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 222,200 $13M 0.86% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 220,956 $13M 13.39% +40,631 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 216,389 $12.7M 8.77% +26,829 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 215,655 $12.7M 1.33% +8,679 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 213,455 $12.5M 3.79% +1,641 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 212,750 $12.5M 5.32% -2,616 13F-HR Timeline Group Kure Advisory, LLC More: the full row for Kure Advisory, LLC 205,345 $12.1M 9.1% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 204,676 $12M 0.4% -7,828 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 204,250 $12M 0.34% +13,388 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 203,275 $11.9M 4.78% +8,690 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 203,446 $11.9M 0.3% +49,640 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 202,703 $11.9M 11.55% +3,888 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 200,602 $11.8M 4.02% -6,465 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 200,110 $11.7M 1.05% +4,829 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 194,440 $11.4M 6.88% +10,269 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 191,711 $11.3M 0.03% +37,409 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 190,994 $11.2M 0.07% +3,452 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 191,260 $11.2M 1.11% +26,111 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 189,417 $11.1M 1.48% -327 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 188,945 $11.1M 5.86% +6,705 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 188,575 $11.1M 0.93% +12,926 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 187,789 $11M 1.4% +15,259 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 187,502 $11M 2.27% +3,156 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 186,941 $11M 6.11% -106,259 13F-HR/A Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 184,433 $10.8M 5.16% +5,178 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 184,223 $10.8M 5.29% +11,736 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 182,865 $10.7M 3.55% +17,516 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 182,390 $10.7M 4.82% -45,035 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 180,836 $10.6M 0.78% +85,055 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 179,852 $10.6M 2.09% +22,240 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 178,510 $10.5M 1.41% -6,471 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 176,531 $10.4M 2.88% -204,952 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 175,774 $10.3M 5.31% +121,760 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 175,316 $10.3M 1.22% +142,279 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 173,709 $10.2M 0.28% +3,529 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 172,685 $10.1M 0.35% +44,945 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 171,497 $10.1M 0.18% +5,661 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 171,193 $10M 3.54% -1,497 13F-HR Timeline BOK Financial Private Wealth, Inc. 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