JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,177,638 $968M 0.07% -35,068 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 848,649 $377M 0.02% +15,656 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/ 674,306 $300M 0.02% +16,186 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 624,569 $278M -5,047 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 581,778 $259M 0.07% +15,189 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 379,705 $169M +29,667 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 312,759 $139M 0.03% +8,268 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 256,585 $114M 2.43% +24,845 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 224,383 $99.8M 0.14% -15,604 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 206,429 $91.8M 0.02% +10,390 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 195,852 $87.3M 0.13% +2,641 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 190,784 $84.8M 10.43% +4,380 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 177,428 $78.9M 0.02% +26,708 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 161,672 $71.9M 0.09% -9,755 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 145,619 $64.7M +6,477 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 144,513 $64.2M 2.12% +6,726 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 109,329 $48.6M 0.07% +2,116 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 108,934 $48.4M 0.33% +4,740 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 101,634 $45.2M 9.99% -1,205 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 96,668 $43M 0.11% -5,307 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 94,579 $42M -1,182 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 94,101 $41.8M 0.05% +4,415 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 92,617 $41.2M 3.23% -227 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 84,925 $37.8M 0.01% +7,704 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 84,491 $37.6M 0.74% +246 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 77,693 $34.5M 26.76% -258 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 76,077 $33.8M <0.01% +70,800 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 73,850 $32.8M +2,591 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 73,280 $32.6M 0.15% +234 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 72,506 $32.2M 0.04% +8,081 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 66,749 $29.7M 0.04% -3,925 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 61,392 $27.4M 0.02% new 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 61,651 $27.4M 1.19% -1,077 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 60,990 $27.3M 10.39% +3,058 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 60,915 $27.1M 2.58% -761 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 57,848 $25.7M 1.45% -154 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 53,951 $24M 0.19% +582 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,311 $23.3M 0.05% -571 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 365,122 $22.8M 10.57% +363,964 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,193 $22.3M 0.01% +2,079 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 48,339 $21.5M 0.01% +10,370 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 48,275 $21.5M 0.03% -6,724 13F-HR Timeline Group Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 47,352 $21.1M 10.99% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 45,807 $20.4M 0.04% -486 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 45,722 $20.3M 0.29% -992 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 45,415 $20.2M 4.79% 0 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 43,531 $19.4M 9.6% 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 41,284 $18.4M 4.6% +542 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,271 $18.3M 0.61% -254 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 40,296 $17.9M 3.69% -299 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,651 $17.6M 0.04% +7,686 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 39,563 $17.6M 11.98% -317 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 39,547 $17.6M 0.15% +1,612 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 37,859 $16.8M 4.54% +2,479 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 36,933 $16.4M 12.2% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 34,752 $15.5M 1.64% +814 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,635 $15M 0.03% +15,508 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,468 $14.9M -368 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,598 $14.6M 0.02% +1,371 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 32,065 $14.3M 0.48% +2,050 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 31,610 $14.2M 0.02% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 30,422 $13.5M 0.05% +506 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,244 $13M 0.02% +8,131 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 29,238 $13M 1.31% +50 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 29,073 $12.9M 0.02% -236 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,450 $12.6M 0.31% +143 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,269 $12.1M 0.01% +1,753 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 26,989 $12M 0.25% +5 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,630 $11.8M 0.01% +5,044 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 26,357 $11.7M 0.17% -1,054 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 25,553 $11.4M 0.15% -546 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 24,110 $10.8M <0.01% +2,099 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 23,312 $10.4M 0.01% +3,111 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,664 $10.1M 0.22% +946 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 22,065 $9.81M 0.98% -42 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,933 $9.75M 0.75% -72 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 21,264 $9.35M 3.6% +416 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,695 $9.2M 0.05% -276 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,335 $9.04M 0.7% +440 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 20,272 $9.01M 1.67% -983 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,783 $8.8M 0.94% -40 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,777 $7.9M 0.03% -523 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,572 $7.81M 0.09% +1,270 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,243 $7.67M 0.03% +5,464 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,672 $7.41M 0.04% -436 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,629 $7.39M 0.55% +1,596 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,128 $6.73M 0.07% -813 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,629 $6.52M 0.01% +9,028 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,613 $6.5M 0.71% -338 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 14,521 $6.46M 0.39% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,066 $6.25M 0.25% +25 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,654 $6.07M <0.01% +1,629 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,611 $6.05M 0.68% -32 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,508 $6.01M 0.12% +2,371 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,412 $5.96M 0.16% +957 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,005 $5.77M 0.03% +2,504 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 12,932 $5.75M 3.28% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,907 $5.74M 0.02% +57 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 12,864 $5.72M 2.08% -146 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,486 $5.55M 0.01% new 13F-HR Timeline Group Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,619 $5.17M 4.11% -342 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 11,518 $5.12M 1.74% +752 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,059 $4.92M 0.11% +2,295 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,704 $4.76M 0.1% -454 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 10,534 $4.68M 3.41% -1,139 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 10,268 $4.57M +12 Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 10,140 $4.51M 2.23% -55 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10,066 $4.48M 1.3% -30 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,054 $4.47M 0.15% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,027 $4.46M 0.01% +4,035 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,649 $4.29M 0.05% -204 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,630 $4.28M 0.16% +35 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,573 $4.26M 0.16% +1,453 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,534 $4.24M 0.03% +149 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,291 $4.14M 0.38% +844 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,248 $4.11M 0.01% +3,512 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 9,228 $4.1M 0.01% -469 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 9,162 $4.07M 0.82% -333 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,948 $3.98M 0.08% +1,812 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,829 $3.93M 0.63% -142 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 8,710 $3.87M 1.88% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,628 $3.84M 0.2% -25 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,333 $3.7M 0.04% +522 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,226 $3.66M 0.03% -8,196 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,054 $3.58M 0.38% +707 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,019 $3.57M 1.9% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,000 $3.56M 0.36% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,953 $3.54M 0.02% +2,828 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,884 $3.51M 0.1% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,880 $3.5M +450 Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,842 $3.49M 0.24% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,352 $3.27M 0.27% -446 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 7,239 $3.22M 2.26% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,103 $3.16M 0.12% -92 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,101 $3.16M 0.11% +128 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,868 $3.05M 0.02% -198 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,824 $3.04M 0.47% -32,867 13F-HR/A Timeline Cadence Bank More: the full row for Cadence Bank 6,749 $3M 0.18% +1,169 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,734 $2.99M 0.02% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,677 $2.97M 0.18% +2,153 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,352 $2.82M <0.01% -553 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,300 $2.8M 0.22% -68 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,156 $2.74M 0.03% +2,075 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,095 $2.71M 0.02% -33 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,033 $2.68M 0.04% -8 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 5,974 $2.66M 2.31% 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,938 $2.64M 0.01% +227 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,814 $2.58M 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,766 $2.56M 0.01% +3,005 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,735 $2.56M 0.08% +117 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,701 $2.53M <0.01% -44 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,586 $2.48M 0.16% -285 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 5,531 $2.46M 0.6% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 5,454 $2.42M 1.87% -227 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,370 $2.39M 0.02% -25 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,243 $2.33M 0.04% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,210 $2.32M <0.01% -554 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,199 $2.31M 0.8% -659 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,198 $2.31M 0.03% -141 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,034 $2.26M 0.02% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,070 $2.25M 0.67% +230 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 5,048 $2.24M 0.24% +24 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,046 $2.24M 0.64% +28 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,904 $2.18M 0.79% +2,717 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,881 $2.17M 0.08% +1,043 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,825 $2.15M 0.14% +229 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,764 $2.12M 2.36% +714 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,652 $2.07M 0.02% +318 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,612 $2.05M 0.07% +178 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,576 $2.03M 1.28% -37 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,517 $2.01M 0.01% +256 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,493 $2M <0.01% +580 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,467 $1.99M <0.01% -202 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 4,424 $1.97M 0.73% +2 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,093 $1.82M 0.14% +1,073 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,084 $1.82M 0.08% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,111 $1.8M 0.66% -14 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,019 $1.79M 0.26% -9 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,023 $1.79M 0.52% +1 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,971 $1.77M 0.11% -2,670 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,019 $1.76M 0.79% -9 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,938 $1.75M 0.02% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,936 $1.75M 0.97% -19 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,914 $1.74M 0.08% +472 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,899 $1.73M 0.03% +3,246 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 3,893 $1.73M 0.01% -18 13F-HR Timeline B.O.S.S. 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