JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,774,687 $1.23B 0.07% -400,776 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 4,125,497 $205M 11.2% +1,271,900 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,713,491 $185M 5.93% -5,092,509 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,678,347 $183M 0.03% +65,055 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/ 3,244,743 $162M 0.01% +254,450 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,112,942 $155M 11.85% +11,058 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,625,517 $131M 0.03% +98,731 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,976,448 $98.4M 0.09% +216,708 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,558,474 $77.6M 0.81% -449,735 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,498,238 $74.6M 13.88% +66,288 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,437,741 $71.6M 2.39% +13,537 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,222,387 $60.9M 13.58% +98,588 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 987,814 $49.2M 0.06% +976,365 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 917,885 $45.7M 0.27% +396,705 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 857,265 $42.7M 0.09% +376,122 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 817,806 $40.7M 7.69% +811,866 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 673,738 $33.5M 0.04% +26,816 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 651,243 $32.4M 8.24% -8,838 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 646,795 $32.2M 6.34% +119,785 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 622,737 $31M 3.91% +127,055 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 595,055 $29.6M 0.01% -238,562 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 536,537 $26.7M 10.21% -11,982 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 509,593 $25.4M 4.14% +15,103 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 491,335 $24.5M 0.03% +214,793 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 487,873 $24.3M 6.74% +21,317 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 483,625 $24.1M <0.01% -212,675 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 479,829 $23.9M 3.64% -11,742 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 467,995 $23.3M 0.27% +4,443 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 462,039 $23M 2.58% +298,509 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 461,108 $23M 0.26% +122,054 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 450,535 $22.4M 11.42% +10,285 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 443,065 $22.1M 0.98% +8,062 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 415,500 $20.7M 6.27% +11,900 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 412,804 $20.5M 1.38% -3,322 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 412,453 $20.5M 2.5% +64,545 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 398,105 $19.8M 0.13% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 394,208 $19.6M 0.02% +28,973 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 391,076 $19.5M 2.22% +85,840 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 390,993 $19.5M 0.02% +89,780 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 389,449 $19.3M 0.39% +124,514 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 381,045 $19M 0.02% +35,034 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 378,923 $18.9M 3.44% +9,011 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 375,569 $18.7M 6.38% -14,335 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for McClarren Financial Advisors, Inc. 330,616 $16.5M 8.51% +20,821 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 326,715 $16.3M +17,169 Timeline Calder Financial LLC More: the full row for Calder Financial LLC 320,831 $16M 15.05% -9,456 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 306,950 $15.3M 0.07% +296,472 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 287,484 $14.3M 2.86% +23,932 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 284,062 $14.1M 5.36% -11,844 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 272,316 $13.6M 0.21% +12,020 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 271,284 $13.5M 0.06% -34,010 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 270,624 $13.5M 3.45% +76,894 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 267,282 $13.3M 0.11% -5,552 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 261,833 $13M 0.02% +5,342 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 257,677 $12.8M 2.82% +21,095 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 246,697 $12.3M 10.55% +8,753 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 241,306 $12M -27,021 Timeline CWC Advisors, LLC. 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More: the full row for Blom & Howell Financial Planning, Inc. 199,993 $9.96M 8.29% -53,184 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 188,323 $9.37M 4.39% +10,741 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 182,577 $9.07M 0.02% -14,354 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 181,986 $9.06M 0.02% +7,969 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 181,284 $9.02M <0.01% +18,434 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 179,021 $8.91M 3.99% +37,000 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 178,099 $8.87M 5.58% -21,707 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 177,091 $8.82M 2.78% +85,070 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 174,683 $8.7M 4.49% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 161,976 $8.06M 1.05% +4,530 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 158,180 $7.87M 0.02% -14,542 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 155,431 $7.74M 0.04% +8,343 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 154,909 $7.69M 0.11% -699 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 151,286 $7.53M 0.07% -730,323 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 142,830 $7.11M 0.57% -20,604 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 141,174 $7.03M 0.95% +83,758 13F-HR Timeline Group Valmark Advisers, Inc. 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More: the full row for Beaumont Asset Management, L.L.C. 132,982 $6.62M 2.57% +4,101 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 129,713 $6.46M 4.14% -742 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 122,424 $6.09M 0.19% +5,523 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 120,152 $5.98M 0.6% +38,232 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 118,507 $5.9M 0.3% -12,903 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 117,705 $5.86M 1.57% +83 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 117,316 $5.84M 1.97% +16,530 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 115,752 $5.76M <0.01% -203,856 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 115,081 $5.73M 0.14% +29,476 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 112,822 $5.62M 0.3% -4,566 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 112,462 $5.6M 0.01% +27,060 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 110,862 $5.52M 0.03% +54,989 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 110,161 $5.48M 0.13% -2,070 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 108,520 $5.4M 1.36% +5,000 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 106,833 $5.32M 0.01% -12,704 13F-HR/A Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 105,776 $5.27M 1.38% -115,262 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 105,720 $5.26M 0.34% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 104,109 $5.18M <0.01% +15,425 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 103,799 $5.17M 2.52% +18,176 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 103,054 $5.13M 2.02% +78,282 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 101,915 $5.07M 0.16% +19,836 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 100,000 $4.98M 0.41% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 99,319 $4.94M 0.14% +62,861 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 98,379 $4.89M 1.85% +52,466 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 98,092 $4.88M 0.27% +10,351 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 97,707 $4.86M <0.01% +30,245 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 97,500 $4.85M 0.06% -49,750 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 96,406 $4.8M 0.12% -6,330 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 95,600 $4.76M 1.67% +363 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 95,489 $4.75M 1.24% -8,541 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 94,101 $4.68M 0.18% +27,368 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 93,980 $4.68M 0.46% +2,100 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 93,868 $4.67M 0.05% -1,092 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 93,526 $4.66M 2.42% +13,515 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 92,461 $4.6M 0.05% +53,765 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 91,082 $4.53M 0.59% +8,510 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 90,807 $4.52M <0.01% +11,648 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 90,672 $4.51M 1.16% +4,758 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 90,620 $4.51M 0.53% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 89,566 $4.46M 0.02% -6,633 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 86,031 $4.28M 0.23% -2,395 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 85,407 $4.25M 0.7% -8,090 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 81,255 $4.04M 0.52% +800 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 79,350 $3.95M 0.21% +1,845 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 77,985 $3.88M 0.86% +14,011 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 77,866 $3.88M 0.48% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 77,753 $3.87M 1.2% -4,397 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 74,836 $3.73M 0.08% +9,298 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 74,765 $3.72M 0.3% +36,829 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 74,485 $3.71M 0.03% +62,738 13F-HR Timeline Group Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 74,283 $3.7M 2.74% +20,944 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 73,720 $3.67M 0.07% -1,732 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 70,387 $3.5M 1.83% -169 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 68,833 $3.43M 0.13% +2,903 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 68,626 $3.42M 0.43% +3,891 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 66,809 $3.33M 1.82% +9,573 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 66,687 $3.32M 0.08% +28,860 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 66,007 $3.29M 2.64% +7,427 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 64,214 $3.2M <0.01% +806 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 63,090 $3.14M 0.06% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 62,610 $3.12M 0.01% -3,565 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 61,842 $3.08M 0.1% +7,018 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 61,789 $3.08M 0.95% -19,064 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 59,335 $2.95M 2.46% +1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 58,921 $2.93M 0.04% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 57,989 $2.89M 2.1% +9,291 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 57,176 $2.85M 1.37% -6,235 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 56,734 $2.82M 0.03% +21,750 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 56,554 $2.82M 0.31% -19,909 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 55,714 $2.77M <0.01% -15,143 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 55,216 $2.75M 0.05% -1,665 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 55,026 $2.74M 0.08% +3,652 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 54,750 $2.73M 0.85% +17,150 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 78,876 $2.72M 0.29% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 54,561 $2.72M 0.25% +45,489 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 51,963 $2.59M 1.14% +6,838 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 51,645 $2.56M 0.01% +336 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,227 $2.5M 0.01% +3,374 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 49,070 $2.44M 0.9% -3,670 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 47,913 $2.38M 1.18% +2,430 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 47,602 $2.37M 0.21% +29,235 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 45,831 $2.28M 0.73% +1,298 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 45,633 $2.27M 0.15% +5,325 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 44,659 $2.22M 1.04% -6,452 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 43,776 $2.18M <0.01% +19,620 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 43,655 $2.17M 1.62% +5,440 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 43,641 $2.17M 0.09% -538 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 42,938 $2.14M 0.04% -2,537 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 42,751 $2.13M 0.01% +395 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 42,661 $2.12M 1.72% -634 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 41,817 $2.08M 0.17% +423 13F-HR Timeline Group Anchor Bay Capital, Inc. 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