JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 51,830,651 $3.03B 0.21% +7,558,690 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 27,795,731 $1.63B 0.1% +4,026,070 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/ 11,529,094 $675M 0.05% +1,124,185 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,154,088 $594M 0.93% +1,195,456 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,786,540 $514M 0.07% +3,318,608 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,965,601 $466M 0.06% -459,774 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 7,412,817 $434M +4,796,359 Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 5,832,672 $341M 7.36% -2,246,145 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,686,535 $333M 0.07% +1,929,878 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,265,965 $308M 0.44% +435,051 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,100,961 $299M 3.27% +1,299,307 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,867,688 $285M 4.6% +135,541 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,480,376 $262M 0.07% +979,775 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 ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,080,522 $239M +808,538 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,600,561 $211M 0.07% +178,126 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,446,621 $202M 0.66% +56,745 13F-HR/A Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,318,014 $194M +3,316,289 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,192,770 $187M 0.04% -233,766 13F-HR/A Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,917,104 $171M 6.43% +17,175 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,779,808 $163M 2.34% +226,705 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,481,150 $145M 0.03% +227,579 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,437,710 $143M 0.2% +203,716 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,434,252 $143M 0.09% +1,549,298 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 2,283,713 $134M 1.13% -503,061 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,240,609 $131M 1.57% +266,043 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,126,368 $124M 5.42% +99,449 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,070,258 $121M 2.51% +277,650 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,993,299 $117M 2.32% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,902,776 $111M 0.12% -7,887 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,885,493 $110M 0.63% +119,920 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,792,012 $105M +398,622 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,767,504 $103M 0.15% +301,733 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,736,049 $102M 1.16% +235,199 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,673,967 $98M 1.56% +471,874 13F-HR/A Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,673,914 $98M 9.73% +190,524 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 1,644,677 $96.3M 0.25% +604,400 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,537,458 $90M 5.79% +458,804 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,442,644 $84.5M 0.45% +137,445 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,365,541 $79.9M 0.98% -34,490 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,363,191 $79.8M 0.05% -106,883 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,331,529 $77.9M 1.57% +28,991 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,324,856 $77.6M 4.41% +58,687 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,260,898 $73.8M 0.88% -87,353 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,227,277 $71.8M 7.5% +273,755 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,216,871 $71.2M 1.95% -84,491 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,205,223 $70.6M 13.12% +112,191 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 1,189,666 $69.6M 1.31% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,165,925 $68.2M 2.96% -162,784 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 1,150,169 $67.3M 1.17% +43,422 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,140,697 $66.8M 0.56% +1,052,413 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,135,860 $66.5M 0.97% +1,010,426 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,096,947 $64.2M 0.43% -28,957 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,079,163 $63.2M +1,078,992 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,067,888 $62.5M 0.08% -40,784 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,061,040 $62.1M 10.92% +29,256 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 1,051,879 $61.6M 14.18% +102,059 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,009,460 $59.1M 10.42% +60,308 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,007,296 $59M 0.06% +74,124 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 979,118 $57.3M 1.78% -222,774 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 969,208 $56.7M 3.87% +97,655 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 935,053 $54.7M 0.88% +931,530 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 900,586 $52.7M +8,362 Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 866,281 $50.7M 5.41% +52,275 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 864,813 $50.6M 1.51% +49,914 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 851,443 $49.8M 21.67% +27,695 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 842,394 $49.3M 13.52% -62,954 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 842,298 $49.3M 9.7% +36,279 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 838,252 $49.1M 2.96% +22,035 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 769,442 $45M 3.39% +286,940 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 763,790 $44.7M 2.51% new 13F-HR/A Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 740,507 $43.3M 5.99% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 732,573 $42.9M 0.17% 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 723,029 $42.3M 0.05% +44,460 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 717,884 $42M 0.15% -13,643 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 696,632 $40.8M 6.45% +23,593 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 690,209 $40.4M 5.04% +7,745 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 661,171 $38.7M 2.6% +123,072 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 650,445 $38.1M 5.52% +247,206 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 639,260 $37.4M 8.42% +19,449 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 637,238 $37.3M 5.88% +54,882 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 630,940 $36.9M 0.62% +17,610 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 620,644 $36.3M 7.45% +12,053 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 616,877 $36.1M 2.62% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 608,779 $35.6M 0.06% +432 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 608,248 $35.6M 6.18% +15,188 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 605,958 $35.5M 0.61% +48,067 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 601,990 $35.2M 0.02% -20,027 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 598,351 $35M 0.28% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 597,540 $35M 3.77% -270,610 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 595,609 $34.9M 4.24% +15,781 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 589,560 $34.5M 1.64% +56,031 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 588,276 $34.4M 0.06% -1,126,141 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 586,072 $34.3M 3.69% +8,701 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 582,508 $34.1M 0.31% +53,150 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 572,906 $33.5M 1.48% -298,032 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 572,787 $33.5M 4.45% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 568,535 $33.3M 0.01% +26,908 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 563,005 $33M 0.52% +39,236 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 542,459 $31.8M 0.08% +207,904 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 528,993 $31M 0.35% +5,937 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 528,506 $30.9M 11.19% -24,149 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 526,441 $30.8M 0.6% -13,891 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 515,464 $30.2M 0.38% +19,497 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 513,824 $30.1M 9.27% +38,094 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 512,714 $30M 0.94% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 511,047 $29.9M 7.63% +10,205 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 503,543 $29.5M 0.91% +41,426 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 501,063 $29.3M 0.8% -4,053 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 500,440 $29.3M 4.41% -4,438 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 499,633 $29.2M 6.68% +793 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 482,982 $28.3M 11.48% +14,418 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 478,050 $28M 6.18% +19,616 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 475,156 $27.8M 9.42% +24,547 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 475,011 $27.8M 11.31% -13,185 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 473,656 $27.7M 0.22% +31,991 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 457,874 $26.8M 0.04% -346,538 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 444,321 $26M 0.82% -43,096 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 444,000 $26M <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 440,484 $25.8M 0.1% -6,926 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 432,542 $25.3M 1.9% -491,306 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 431,303 $25.3M 2.26% +27,414 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 427,387 $25M 0.01% +284,082 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 421,278 $24.7M 3.58% -7,916 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 473,855 $24.3M 8.8% +38,528 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 408,628 $23.9M 1.11% +99,083 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 407,510 $23.9M 2.05% +39,071 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 404,642 $23.8M 0.47% 0 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 403,700 $23.6M 27.3% +235,200 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 404,601 $23.6M 1.26% +358,354 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 397,844 $23.3M 1.16% +40,062 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 393,038 $23M 2.39% +61,087 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 390,454 $22.9M 2.39% +75,789 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 387,737 $22.7M 6.83% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 385,252 $22.6M 3.98% +2,997 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 371,676 $21.8M 3.41% -17,447 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 368,562 $21.6M 0.14% -12,375 13F-HR Timeline Group West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 352,644 $20.6M 2.03% new 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 346,364 $20.2M 1.51% +15,099 13F-HR Timeline SHAH CAPITAL MANAGEMENT More: the full row for SHAH CAPITAL MANAGEMENT 342,990 $20.1M 3.85% -13,188 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 338,906 $19.8M 1.08% +251,032 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 336,662 $19.7M 0.24% +34,117 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 336,255 $19.7M 0.07% +174,985 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 332,808 $19.5M 17.31% +12,458 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 329,736 $19.3M 0.05% -80,521 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 325,461 $19.1M 2.78% +7,350 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 323,832 $19M 0.03% +47,915 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 317,287 $18.6M 0.28% +55,719 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 315,443 $18.5M 10.57% +36,491 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 310,421 $18.1M 0.17% -31,104 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 308,180 $18M 2.04% +307,860 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 305,366 $17.9M 11.96% +9,257 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 304,191 $17.8M 0.27% +53,998 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 300,706 $17.6M 11.26% +64,083 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 298,503 $17.5M 0.1% -2,716 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 297,186 $17.4M 3.28% +65,156 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 294,424 $17.2M 0.08% +21,904 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 290,817 $17M 0.01% +38,654 13F-HR Timeline Group ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 287,915 $16.9M 11.02% -7,245 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 283,584 $16.6M 0.53% +1,333 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 283,248 $16.6M 16.52% +13,541 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 282,707 $16.5M 1.06% +19,151 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 281,813 $16.5M 0.2% 0 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 281,653 $16.5M 2.88% +32,963 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 281,405 $16.5M 0.74% +275,063 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 281,084 $16.5M 1.73% +177,879 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 279,896 $16.4M 5.47% +25,718 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 276,249 $16.2M 3.45% +11,321 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 271,647 $15.9M 0.24% +48,473 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 267,022 $15.6M 0.95% -188,584 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 266,677 $15.6M 3.64% +4,439 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 263,468 $15.4M 2.78% +6,169 13F-HR/A Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 261,409 $15.3M 6.1% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 260,320 $15.2M 8.3% +13,107 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 256,473 $15M 6.57% -9,042 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 255,127 $14.9M 13.72% +19,715 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 253,161 $14.8M 2.23% +1,058 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 251,145 $14.7M 11.85% +170,130 13F-HR Timeline MOKAN Wealth Management Inc. 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