JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 44,271,961 $2.6B 0.18% +18,721,366 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,769,661 $1.4B 0.08% +1,685,710 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/ 10,404,909 $611M 0.04% +505,200 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,958,632 $526M 0.82% +2,260,600 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,425,375 $495M 0.06% +336,233 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,078,817 $474M 10.47% +553,478 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,467,932 $321M 0.05% +16,138 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,830,914 $284M 0.41% +869,181 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,732,147 $278M 4.7% +341,578 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,400,000 $258M 0.01% 0 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,801,654 $223M 2.44% -482,154 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,756,657 $221M 0.04% -20,724 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,500,601 $206M 0.06% +782,803 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,426,536 $201M 0.05% +80,705 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,422,435 $201M 0.06% +158,457 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,389,876 $199M 0.64% +85,360 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,271,984 $192M -85,635 Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,899,929 $170M 6.35% +429,099 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 2,786,774 $164M 1.41% +1,921,017 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,616,458 $154M +268,112 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,553,103 $150M 2.21% +216,791 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,253,571 $132M 0.02% +157,022 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,233,994 $131M 0.18% +1,935,700 13F-HR/A Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,026,919 $119M 5.26% -51,288 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,993,299 $117M 2.49% +766,581 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,974,566 $116M 1.31% +1,778,698 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,912,299 $112M 1.33% +645,644 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,910,663 $112M 0.12% -83,472 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,792,608 $105M 2.24% +176,842 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,765,573 $104M 0.6% +172,143 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,714,417 $101M 0.14% -3,224 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,500,850 $88.1M 1% -424,546 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,483,390 $87.1M 8.51% +421,368 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,470,074 $86.3M 0.06% -122,323 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,465,771 $86.1M 0.13% +31,084 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,400,031 $82.2M 1.06% +304,847 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,393,390 $81.8M +1,132,362 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,348,251 $79.2M 0.98% +36,495 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,328,709 $78M 2.89% +488,675 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,305,199 $76.7M 0.54% +86,741 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,302,538 $76.5M 1.54% +31,765 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,301,362 $76.4M 2.08% +17,517 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,266,169 $74.4M 4.2% +45,213 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,202,093 $70.6M 1.16% -59,704 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,201,892 $70.6M 2.32% +58,593 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,125,904 $66.1M 0.46% +26,442 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,108,672 $65.1M 0.09% -22,338 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 1,106,747 $65M 1.17% +59,105 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,093,032 $64.2M 12.93% +149,994 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,078,654 $63.3M 4% +68,298 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 1,040,277 $61.1M 0.15% +185,800 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,031,784 $60.6M 11.34% +30,279 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 953,522 $56M 6.11% +73,943 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 949,820 $55.8M 12.97% +50,635 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 949,152 $55.7M 10.18% +54,683 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 933,172 $54.8M 0.06% -134,810 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 924,555 $54.3M 0.31% +55,209 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 923,848 $54.3M 4.42% +189,273 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 905,348 $53.2M 14.79% +16,418 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 892,224 $52.4M +19,619 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 884,954 $52M 0.04% +13,328 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 871,553 $51.2M 4.31% +55,772 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 870,938 $51.2M 2.3% -1,070,122 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 868,150 $51M 4.97% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 823,748 $48.4M 21.36% +13,030 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 816,217 $47.9M 2.81% +8,542 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 814,899 $47.9M 1.45% +56,838 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 814,006 $47.8M 5.13% +65,606 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 806,019 $47.3M 9.39% +38,480 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 804,412 $47.2M 0.07% -54,035 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 731,527 $43M 0.16% -13,567 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 688,684 $40.4M <0.01% +60,644 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 682,464 $40.1M 5.03% -28,219 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 678,569 $39.9M 0.05% -22,191 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 673,039 $39.5M 6.21% +43,170 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 622,017 $36.5M 0.02% +120,450 13F-HR/A Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 619,811 $36.4M 8.18% -199,557 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 616,877 $36.2M 2.64% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 613,330 $36M 0.6% -13,987 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 608,591 $35.7M 7.25% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 608,347 $35.7M 0.06% -408,250 13F-HR/A Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 593,060 $34.8M 6.17% +21,502 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 582,356 $34.2M 5.43% +52,935 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 579,828 $34.1M 4.19% +33,189 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 577,371 $33.9M 3.67% +30,837 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 557,891 $32.8M 0.58% +28,818 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 552,655 $32.5M 11.47% +6,552 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 541,627 $31.8M 0.01% +16,873 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 540,332 $31.7M 0.59% +1,277 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 538,099 $31.6M 2.14% -695 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 533,529 $31.3M 1.45% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 529,358 $31.1M 0.28% +39,878 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 523,769 $30.8M 0.53% +5,748 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 523,056 $30.7M 0.35% -9,245 13F-HR Timeline Group SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 512,714 $30.1M 0.84% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 505,116 $29.7M 0.76% -26,841 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 504,878 $29.7M 4.26% -28,860 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 503,544 $29.6M +13,639 Timeline Level Financial Advisors More: the full row for Level Financial Advisors 500,842 $29.4M 7.78% +54,517 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 498,840 $29.3M 6.48% +12,943 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 495,967 $29.1M 0.36% +33,230 13F-HR Timeline Group Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 488,196 $28.7M 11.82% -56,367 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 487,417 $28.6M 1.25% -49,794 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 482,502 $28.3M 2.25% +140,903 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 475,730 $27.9M 8.81% +38,538 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 468,564 $27.5M 11.54% -10,138 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 462,117 $27.2M 0.8% new 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 458,434 $26.9M 6.06% +19,883 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 455,495 $26.8M 0.04% -26,543 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 455,606 $26.8M 1.69% +27,565 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 450,609 $26.5M 9.52% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 447,410 $26.3M 0.1% +370,277 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 441,665 $25.9M 0.22% +24,573 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 429,194 $25.2M 3.49% +15,275 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 415,339 $24.4M 10.04% -15,172 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 410,257 $24.1M 0.06% +64,634 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 404,642 $23.8M 0.47% +143,165 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 403,889 $23.7M 2.1% +18,158 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 403,239 $23.7M 3.65% +254,390 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 395,712 $23.2M 1.36% +7,530 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 389,123 $22.9M 3.66% +34,029 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 382,255 $22.4M 3.82% +17,477 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 380,937 $22.4M 0.14% +21 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 435,327 $22.4M 8.1% -227,699 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 368,439 $21.6M 1.86% +67,252 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 357,782 $21M 1.03% +72,991 13F-HR Timeline SHAH CAPITAL MANAGEMENT More: the full row for SHAH CAPITAL MANAGEMENT 356,178 $20.9M 4.03% -350 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 345,065 $20.3M 3.48% +48,248 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 341,525 $20.1M 0.22% +40,689 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 334,555 $19.6M 0.05% -10,248 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 331,951 $19.5M 2.03% +86,759 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 331,265 $19.5M 1.44% +16,213 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 320,350 $18.8M 16.86% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 318,111 $18.7M 2.64% +13,240 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 314,964 $18.5M 1.63% -88,604 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 314,665 $18.5M 1.74% +51,153 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 314,362 $18.5M 1.08% -82,661 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 309,545 $18.2M 0.83% +38,691 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 302,545 $17.8M 0.23% -21,452 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 301,219 $17.7M 0.1% -8,181 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 297,345 $17.5M 0.2% -1,590 13F-HR Timeline Group Wright Wealth LLC More: the full row for Wright Wealth LLC 296,109 $17.4M 11.34% 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 295,160 $17.3M 9.8% +26,160 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 282,251 $16.6M 0.3% -10,632 13F-HR/A Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 281,813 $16.6M 0.18% 0 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 278,952 $16.4M 10.72% +9,098 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 275,917 $16.2M 0.02% +29,177 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 272,520 $16M 0.08% +32,040 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 272,421 $16M 0.13% -4,260 13F-HR Timeline Group E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 269,707 $15.8M 16.53% 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 265,515 $15.6M 7.2% -18,367 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 264,928 $15.6M 3.36% +13,293 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 263,556 $15.5M 0.98% +13,832 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 262,238 $15.4M 3.63% +26,952 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 261,568 $15.4M 0.24% +51,782 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 257,299 $15.1M 2.76% +12,979 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 254,178 $14.9M 4.94% +11,105 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 252,724 $14.8M 0.26% -2,123,621 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 252,163 $14.8M 0.01% +24,582 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 252,103 $14.8M 2.33% -2,408 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 250,822 $14.7M 0.25% +65,423 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 250,193 $14.7M 0.3% +18,930 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 248,690 $14.6M 2.62% +28,356 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 247,213 $14.5M 8.12% +22,637 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 242,230 $14.2M 6.31% +23,327 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 239,188 $14M 1.27% +4,307 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 236,623 $13.9M 9.63% +161,399 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 235,417 $13.8M 0.16% -8,293 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 235,412 $13.8M 14.37% +4,133 13F-HR Timeline GEN Financial Management, INC. 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