BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 51,849,271 $4.62B 0.3% +2,219,180 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 27,205,486 $2.42B 0.04% +2,132,017 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 18,754,418 $1.67B 0.98% -338,533 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,680,588 $1.66B 0.82% +2,119,393 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,125,260 $1.26B 0.07% +832,245 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,986,639 $1.16B 1.02% +547,140 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,759,885 $1.15B 0.23% -382,574 13F-HR Timeline Group BANK OF KOREA More: the full row for BANK OF KOREA 11,259,397 $1B 25.79% -2,744,600 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,726,062 $688M +421,642 Timeline Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 6,536,893 $582M +895,446 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,807,709 $517M +31,684 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,999,266 $445M 0.21% -563,542 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,813,450 $427M 0.02% +185,049 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,627,322 $323M 3.54% -437,429 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,499,288 $312M 0.92% +204,670 13F-HR Timeline Group Bank of Finland More: the full row for Bank of Finland 3,302,434 $294M 19.05% +48,403 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,295,103 $293M 0.27% +185,146 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,082,892 $274M 6.29% -1,923 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 2,758,894 $246M 0.1% 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,412,000 $215M 4.85% -186,000 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,283,070 $203M 0.28% -477,044 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,228,297 $198M 7.09% +603,404 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,088,837 $186M 0.05% +68,967 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,064,106 $184M 0.04% +228,683 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,867,431 $166M 0.99% +199,006 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,847,541 $164M -104,265 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,648,519 $147M 1.39% -1,404,606 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,640,074 $146M 0.25% -74,647 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,604,510 $143M 0.63% +1,597,671 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,573,933 $140M +98,059 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,502,478 $134M 0.09% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,377,805 $123M 13.59% +5,916 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,286,823 $115M 4.15% -11,196 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,282,419 $114M 1.82% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,275,964 $114M 0.6% -14,267 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,106,955 $98.5M 6.97% +16,219 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 979,686 $87.2M 0.41% -301,340 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 971,458 $86.5M 2.62% +45,150 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 946,087 $84.2M 0.09% +8,892 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 919,494 $81.8M 0.01% +21,030 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 830,678 $73.9M 0.04% -335,808 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 789,394 $70.3M 1.87% +13,658 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 777,307 $69.7M 3.82% +14,617 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 690,319 $61.4M 0.06% +32,990 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 672,551 $59.9M 0.09% -6,973 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 665,118 $59.2M 0.01% +11,169 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 664,418 $59.1M 0.01% +3,341 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 661,655 $58.9M 7.82% +33,185 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 661,030 $58.8M 0.07% +22,490 13F-HR Timeline Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 606,060 $53.9M 14.31% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 602,848 $53.7M 8.6% +1,262 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 567,490 $50.5M 4.52% +9,250 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 564,751 $50.3M 8.57% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 563,578 $50.2M -17,840 Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 559,664 $49.8M 2.96% +36,411 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 515,938 $45.9M <0.01% +26,637 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 513,785 $45.7M 4.6% -92,408 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 493,443 $43.9M 0.05% +88,720 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 472,600 $42.1M 8.82% +18,500 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 445,140 $39.6M 4.59% +4,180 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 438,997 $39.1M 4.04% -8,094 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 433,737 $38.6M 10.37% +14,660 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 419,487 $37.3M 10.5% +23,908 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 408,779 $36.4M 13.42% -1,343 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 404,354 $36M 7.15% -19,829 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 400,802 $35.7M 6.91% +30,146 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 388,432 $34.6M 0.5% +147,718 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 387,981 $34.5M 0.08% +16,081 13F-HR/A Timeline C V STARR & CO INC More: the full row for C V STARR & CO INC 378,787 $33.7M 18% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 374,293 $33.3M 0.6% -114,675 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 367,270 $32.7M 5.32% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 363,548 $32.4M +82,781 Timeline World Investment Advisors More: the full row for World Investment Advisors 366,579 $30.6M 0.51% -44 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 336,665 $30M 3.33% -5,369 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 325,273 $29M 0.49% -33,390 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 312,873 $27.8M 1.9% +11,855 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 306,418 $27.3M 5.32% +28,019 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 302,361 $26.9M 0.4% +22,442 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 300,000 $26.7M 0.46% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 298,584 $26.6M 0.32% +61,960 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 290,113 $25.8M 5.29% +22,218 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 288,994 $25.7M 8.6% +11,691 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 288,552 $25.7M 0.32% -7,219 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 285,883 $25.4M 0.12% +121,122 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 284,074 $25.3M 1.3% -29,152 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 277,046 $24.7M 1.13% +18,047 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 274,303 $24.4M 8.26% +7,046 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 270,659 $24.1M 16.4% +27,917 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 268,737 $23.9M 0.11% -17,918 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 267,531 $23.8M 4.12% +22,903 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 264,255 $23.5M 3.95% +39,220 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 259,897 $23.1M 2.84% +13,724 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 258,286 $23M 3.03% +13,776 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 253,880 $22.6M 1.8% +126,169 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 247,915 $22M 6.02% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 245,035 $21.8M 4.09% +85,480 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 242,353 $21.6M 2.1% +3,120 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 238,266 $21.2M 2.42% -2,869 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 236,893 $21.1M 0.83% +15,418 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 231,229 $20.6M 0.74% -5,000 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 227,080 $20.2M 1.81% +2,435 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 221,366 $19.7M 1.64% +8,336 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 213,098 $19M 0.02% -4,268 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 212,751 $18.9M 0.18% +6,041 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 199,952 $18.1M 4.92% +12,920 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 201,400 $17.9M 4.32% +10,237 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 197,866 $17.6M 0.07% +5,126 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 193,146 $17.3M 2.48% +14,508 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 193,001 $17.2M 0.1% +25,798 13F-HR Timeline Group Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 189,919 $16.9M 6.2% +11,426 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 188,992 $16.8M 0.11% -28,942 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 183,269 $16.3M 0.2% +8,244 13F-HR Timeline Group Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 179,490 $16M 14.85% -6,034 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 175,969 $15.7M 3.97% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 173,530 $15.4M 8.87% -1,718 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 171,645 $15.3M 4.61% -6,890 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 171,318 $15.2M 1.68% -50,198 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 171,049 $15.2M 0.76% +7,583 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 168,393 $15M 6.49% +10,314 13F-HR Timeline Friday Financial More: the full row for Friday Financial 167,276 $15M 4% +20,610 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 166,308 $14.8M 0.93% +14,019 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 166,147 $14.8M 0.11% -21,229 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 163,313 $14.5M 0.11% +8,812 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 162,670 $14.5M 0.09% +33,001 13F-HR/A Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 162,064 $14.4M 1.94% +4,085 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 160,305 $14.3M 0.07% +3,164 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 154,642 $13.8M 0.51% +7,407 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 151,954 $13.5M 4.63% +66,209 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 151,550 $13.5M 4.69% -2,137 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 146,012 $13M 1.24% -1,886 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 140,394 $12.7M 8.72% +837 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 142,445 $12.7M 3.89% +4,906 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 141,161 $12.6M 1.44% +42,911 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 140,588 $12.5M 1.02% 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 137,075 $12.2M 6.53% +59,308 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 135,939 $12.1M 1.51% -3,534 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 134,874 $12M 5.05% +12,597 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 134,086 $11.9M 1.8% +5,709 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 132,087 $11.8M 0.05% -5,918 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 130,185 $11.6M 1.37% +992 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 129,318 $11.5M 9.44% +9,448 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 128,897 $11.5M 0.18% -3,441 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 128,558 $11.4M 2.56% +12,174 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 127,728 $11.4M 12.03% +4,113 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 125,381 $11.2M 0.35% +5,962 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 125,113 $11.1M 0.17% 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 124,419 $11.1M 1.32% +28,374 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 122,942 $10.9M 0.98% +7,629 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 122,934 $10.9M 0.4% +11,968 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 120,841 $10.8M 0.01% -633 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 119,639 $10.6M 0.45% +577 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 118,333 $10.6M 0.02% +5,519 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. 117,827 $10.5M 0.17% +14,334 13F-HR Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 117,014 $10.4M 3.04% +3,268 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 116,723 $10.4M 3.21% +37,000 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 116,285 $10.4M 0.26% +5,573 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 110,998 $9.88M 3.86% +1,891 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 110,211 $9.81M 0.55% -2,350 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 109,178 $9.72M 0.36% -2,222 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 106,593 $9.49M <0.01% +20,470 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 103,095 $9.2M 4.36% +12,736 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 100,895 $8.98M 4.96% +63,478 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 99,366 $8.84M 0.16% -2,200 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 98,981 $8.81M 3% +3,470 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 98,449 $8.76M 0.11% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 97,096 $8.64M 0.29% -5,451 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 96,323 $8.57M 0.41% +3,517 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 95,637 $8.57M 0.24% +1,927 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 95,404 $8.49M 0.04% +56,363 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 94,723 $8.43M 0.03% +27,635 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 93,948 $8.36M 3.86% -5,733 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 91,459 $8.14M 3.87% -527 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 91,347 $8.13M 5.43% +5,279 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 91,321 $8.13M 1.16% +9,948 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 89,352 $7.95M 0.13% -1,206 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 87,414 $7.82M +38,009 Timeline David J Yvars Group More: the full row for David J Yvars Group 85,913 $7.65M 3.76% +448 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 85,711 $7.63M 3.15% -604 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 85,238 $7.59M 0.44% -3,077 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 84,580 $7.53M 0.04% 0 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 83,023 $7.39M 2.56% +2,132 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 82,655 $7.36M 0.15% +536 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 82,237 $7.32M 4.35% +2,127 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 80,187 $7.14M 2.85% +4,959 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 80,021 $7.12M 4.08% -3,018 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 80,004 $7.12M <0.01% +60,283 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 78,323 $6.97M 1.27% -2,721 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 78,178 $6.96M 0.47% -1,926 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 76,232 $6.79M 1.72% -172 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 75,431 $6.71M <0.01% -3,406 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 73,605 $6.55M 2.55% +6,015 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 73,346 $6.53M 4.69% +18,280 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 73,282 $6.52M 0.07% +11 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 71,875 $6.4M 0.14% -2,464 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 68,749 $6.12M 2.2% +47,842 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 68,555 $6.1M 0.53% +743 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 67,293 $5.99M 0.18% -3,768 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 67,025 $5.97M 0.25% +25,820 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 65,649 $5.84M 3.14% -3,019 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 65,560 $5.84M 3.86% +2,583 13F-HR Timeline