EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,253,048 $771M 2.94% +1,013,456 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,664,422 $529M 0.03% -1,299,040 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/ 3,327,511 $311M 0.02% +30,758 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,255,097 $211M 1.58% -53,702 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,840,928 $171M 0.07% +209,265 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,396,128 $130M 0.02% -10,338 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,034,548 $96.6M 0.02% +21,414 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,002,671 $93.6M 0.02% -24,907 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 826,631 $77.2M 0.02% +23,538 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 772,641 $72.1M 0.02% -17,181 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 719,307 $67.2M 0.01% +31,675 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 662,305 $61.8M -5,127 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 486,689 $45.4M 0.07% +15,185 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 467,369 $43.6M 5.25% +14,143 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 453,606 $42.4M 0.4% -189,332 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 442,685 $41.3M 0.04% -19,595 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 431,472 $40.3M 4.92% -4,215 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 415,574 $38.8M 0.05% -31,823 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 366,196 $34.2M 0.1% +421 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 311,596 $29.1M 3.81% +3,325 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 309,736 $28.9M 0.03% -3,043 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 308,892 $28.8M 0.32% +2,681 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 291,140 $27.2M 1.93% +7,017 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 288,295 $26.9M 0.05% +2,296 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 280,744 $26.2M 0.01% -83,942 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 280,585 $26.2M 5.29% -30,327 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 267,741 $25M 1.19% -2,666 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 256,504 $24M 3.96% -17,086 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 247,488 $23.3M 0.04% +93,256 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 234,434 $21.9M 0.04% +34,347 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 233,837 $21.8M 1.93% +1,337 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 228,049 $21.3M 0.24% -15,318 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 213,810 $20M <0.01% +140,907 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 208,540 $19.5M 2.23% -2,554 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 206,356 $19.3M 0.02% -2,169 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 205,462 $19.2M 0.01% -14,452 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 203,882 $19M 11.39% +1,090 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 197,383 $18.4M 1.84% +10,901 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 193,578 $18.1M 0.45% +2,701 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 189,602 $17.7M 0.27% -22,430 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 188,295 $17.6M 0.02% +38,684 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 183,119 $17.1M 0.02% -3,129 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 161,281 $15.1M -1,101 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 160,976 $15M 0.02% +23,419 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 152,517 $14.2M 0.02% +1,978 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 138,686 $13M 0.01% -661,424 13F-HR Timeline Group Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 136,583 $12.8M 3.88% +9,413 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 134,663 $12.6M 4.3% +13,499 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 133,882 $12.5M 1.62% -2,649 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 132,671 $12.4M +3,965 Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 129,664 $12.1M 1.4% +23,052 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 129,548 $12.1M 0.01% -5,931 13F-HR/A Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 129,206 $12.1M 2.89% +4,162 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 128,156 $12M 0.06% +11,116 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 125,877 $11.8M 2.17% -13,851 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 125,809 $11.7M 4.2% -1,208 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 125,071 $11.7M 0.93% +2,324 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 119,706 $11.2M 2.69% +11,294 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 119,232 $11.1M 5.28% -6,086 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 118,373 $11.1M 0.94% +1,705 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 113,919 $10.8M 0.3% -13,789 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 111,788 $10.4M <0.01% -3,327 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 109,719 $10.2M 2.49% -714 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 109,130 $10.2M 0.01% -428 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 108,838 $10.2M 0.02% -11,993 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 108,402 $10.1M 0.04% -227,715 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 106,984 $9.99M 1.09% -572 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 106,460 $9.94M 0.91% -35,201 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 105,057 $9.81M 5.15% +2,316 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 103,750 $9.69M 1.98% +7,748 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 102,162 $9.54M 0.01% +1,679 13F-HR Timeline Group Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 96,283 $8.99M 6.11% -260 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 96,027 $8.97M 1.36% +13,857 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 93,350 $8.72M 0.05% -24,152 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 91,777 $8.57M <0.01% -4,730 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 91,367 $8.53M 1.8% +2,923 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 89,143 $8.32M 6.72% -11,621 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 87,383 $8.16M 1.22% +101 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 86,949 $8.14M <0.01% +14,676 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 86,451 $8.07M 2.29% -34,117 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 86,261 $8.06M 0.18% -640 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 85,423 $7.98M 4.4% +85,423 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 85,265 $7.96M 0.6% -10,803 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 83,234 $7.77M 0.04% +13,158 13F-HR/A Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 81,254 $7.73M 0.75% -2,400 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 80,470 $7.51M 4.49% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 79,461 $7.42M 3.5% +2,281 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 79,453 $7.42M 0.74% +8,250 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 78,208 $7.3M 0.02% -5,398 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 77,823 $7.27M 0.88% +11,392 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 77,310 $7.22M 0.03% -3,984 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 77,161 $7.21M 0.94% +378 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 75,500 $7.05M 0.46% -1,100 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 75,207 $7.02M 0.02% -22,041 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 73,105 $6.96M 0.1% -1,292 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 70,903 $6.62M 0.23% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 69,338 $6.47M 0.24% -11,369 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 68,858 $6.43M 0.55% -464 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 67,975 $6.35M 0.32% +9,706 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 67,596 $6.31M 1.42% +12,009 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 65,659 $6.13M 0.26% -262 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 64,921 $6.06M 0.03% +27,575 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 59,360 $5.91M 1.55% -955 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 61,793 $5.77M 4.65% -4,352 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,514 $5.74M 0.01% -315 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 61,270 $5.72M 0.03% -1,084 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 60,858 $5.68M 0.09% -5,048 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 60,684 $5.67M 0.33% +626 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 60,669 $5.67M 0.06% +372 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 60,181 $5.62M 1.19% +1,031 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 59,968 $5.6M 0.06% +6,165 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 59,718 $5.58M 0.94% -1,900 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 58,753 $5.49M 0.19% -2,553 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 55,829 $5.21M 0.19% +150 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 55,320 $5.17M 4.12% +2,728 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 54,868 $5.12M 1.58% +361 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 54,115 $5.05M 0.72% +599 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 53,720 $5.02M 0.21% -231,140 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 51,562 $4.81M 3.87% +9 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 49,849 $4.65M 2.1% +1,213 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 49,274 $4.6M 0.14% -425 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,266 $4.51M 0.02% -2,657 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 47,147 $4.4M +6,464 Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 46,941 $4.38M 0.01% -31,750 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 46,650 $4.36M 0.16% +69 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 46,515 $4.34M 1.47% +308 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,305 $4.32M <0.01% +2,568 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 43,707 $4.23M 0.32% -1,005 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 44,277 $4.13M 1.75% +927 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 43,872 $4.1M 0.05% -11,128 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 43,214 $4.04M 0.02% +1,185 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 42,136 $3.93M +812 Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 42,040 $3.93M 2.16% -539 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 40,374 $3.77M 0.2% -516 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 39,901 $3.73M <0.01% +11,131 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 39,844 $3.72M 0.08% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 39,721 $3.71M 0.04% -5,771 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 39,684 $3.71M 0.47% -2,405 13F-HR/A Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 39,428 $3.68M 3.09% +1,053 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 38,924 $3.63M 0.02% +2,854 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 38,741 $3.62M 0.42% -17,398 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 38,210 $3.57M 2.84% -5,018 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 37,508 $3.5M 0.37% +1,998 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 36,818 $3.44M 0.21% +322 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 36,416 $3.4M 0.33% +278 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 35,698 $3.39M 0.52% +8,002 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 35,945 $3.36M 0.17% +1,852 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,890 $3.35M 0.02% -149,061 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 35,744 $3.34M 0.55% +1,390 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 35,740 $3.34M 1.11% -49 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 35,203 $3.29M 0.36% +282 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,324 $3.21M 0.02% -1,477 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 34,233 $3.2M 0.55% +29,752 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 34,046 $3.18M 1.12% -33,654 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,999 $3.17M 0.04% -57 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 33,159 $3.1M 2.08% -1,653 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 33,096 $3.09M 1.83% 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 32,907 $3.07M 2.48% +2,141 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 32,053 $2.99M <0.01% +5,265 13F-HR Timeline Group 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 31,802 $2.97M 2.54% +46 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,712 $2.96M 0.06% -773 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 31,654 $2.96M 1.35% +4,808 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 31,540 $2.95M +15,770 Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 31,411 $2.93M 1.1% +385 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 31,232 $2.92M 0.34% -773 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 31,200 $2.91M 0.05% -3,732 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 31,131 $2.91M 0.83% +2,479 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 31,029 $2.9M <0.01% -7,454 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 30,839 $2.88M 0.01% +2,106 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 30,655 $2.86M 0.25% -236 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 29,538 $2.82M 0.3% +431 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 29,876 $2.79M 0.52% -89 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 29,716 $2.77M 0.03% +8,290 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 29,595 $2.76M 1.14% +34 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 29,410 $2.75M 1.27% +2,942 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 28,908 $2.7M 0.32% +506 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,468 $2.66M 0.07% +623 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,366 $2.65M 0.03% -4,680 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 27,953 $2.65M 0.01% +4,846 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 28,249 $2.64M 0.01% -56,560 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 27,851 $2.6M 0.97% -25,626 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 27,524 $2.57M 0.93% +297 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 26,597 $2.48M 0.22% -298 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 26,407 $2.47M 0.43% +3,229 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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More: the full row for Nikulski Financial, Inc. 26,188 $2.45M 0.53% -575 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,047 $2.43M 0.02% -25 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 25,641 $2.39M 0.75% -3,838 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 25,273 $2.36M 0.58% -5,746 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 25,152 $2.35M 0.01% -1,175 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,091 $2.34M 0.01% -668 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 24,916 $2.33M 1.03% +630 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,856 $2.32M <0.01% +458 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 23,952 $2.24M 0.06% +1,516 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 23,690 $2.21M 0.53% -556 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 23,675 $2.21M 0.37% -27 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 23,596 $2.2M 0.86% -19 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 23,460 $2.19M 1.24% -115 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 23,290 $2.17M 0.21% -6,252 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 23,027 $2.15M 0.51% -4,674 13F-HR Timeline