BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 70,712,218 $10.5B 0.18% +1,047,193 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 63,910,447 $9.5B 1.85% +717,619 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,612,076 $1.73B 3.86% +1,056,024 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,193,555 $1.66B +1,359,924 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,899,766 $1.62B 0.1% +195,306 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 10,680,855 $1.59B 3.03% -258,550 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 9,974,295 $1.48B 0.47% +90,165 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,417,278 $954M 0.07% +160,619 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,324,224 $940M 0.26% +305,209 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,903,984 $580M 6.56% -54,944 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,656,225 $544M -532,378 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 3,638,230 $541M 16.13% +34,090 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,595,344 $535M 11.22% +557,570 13F-HR/A Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,233,771 $481M 6.75% -213,386 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,752,284 $409M 8.77% +546 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,353,884 $350M 6.42% -15,027 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 2,246,560 $334M 3.89% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,084,729 $310M 0.22% -18,401 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,071,043 $308M 0.07% +68,741 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,064,355 $307M 0.1% -417,685 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,986,400 $295M 1.21% -42,785 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,962,466 $292M 0.43% -54,180 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,787,650 $265M 1.04% -45,418 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,774,404 $264M 25.98% +890 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,606,690 $239M 26.48% -40,503 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,560,025 $232M 0.34% -122,518 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,552,632 $231M 0.02% +39,688 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,547,706 $230M 2.8% -12,977 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,506,277 $224M 0.43% +1,224,412 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,496,581 $223M 0.2% -18,595 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,488,295 $221M 12.49% +47,451 13F-HR Timeline Cisco Systems, Inc. in group Cisco Systems, Inc. More: the full row for Cisco Systems, Inc. 1,422,500 $212M 64.28% -75,000 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 1,356,067 $202M 17.89% -10,410 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,249,883 $186M 2.54% +255,141 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 1,234,447 $184M 26.62% +548 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,208,721 $180M 27.45% +65,998 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,201,914 $179M 0.24% -102,049 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 1,155,124 $172M 19.66% +40,823 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,139,382 $169M 0.2% +19,394 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,127,700 $168M 0.03% -84,838 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,116,175 $166M +29,085 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,051,877 $156M 5.83% +81,977 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,039,443 $155M -20,963 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,020,678 $152M 0.98% +336 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 997,939 $148M 14.81% +67,522 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 994,596 $148M 43.22% +2,595 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 990,308 $147M 0.01% +39,371 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 930,170 $138M 0.15% -29,615 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 918,312 $137M 11.57% +17,865 13F-HR/A Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 877,885 $131M 23.4% +29,013 13F-HR/A Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 874,062 $128M 14.3% +18,687 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 826,324 $123M 0.19% +72,482 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 800,996 $119M 0.13% -27,811 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 776,394 $115M 7.01% -289,397 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 739,501 $110M 2.26% -283,367 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 738,358 $110M 6.42% +12,741 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 737,129 $110M 0.07% +97,760 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 689,578 $103M 12.71% -18,263 13F-HR Timeline Independent Order of Foresters More: the full row for Independent Order of Foresters 672,744 $100M 58.25% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 671,295 $99.8M 2.06% +4,098 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 665,622 $99M 0.26% +30,734 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 632,590 $96.2M 1.7% -73,556 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 636,664 $94.7M 10.79% +6,264 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 633,541 $94.4M 9.82% -439 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 608,000 $90.4M 2.79% +337,500 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 576,445 $85.7M 0.63% -15,530 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 540,800 $80.4M 0.22% +28,547 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 535,621 $79.6M 0.22% +9,597 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 511,375 $76M 0.19% +15,928 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 489,107 $72.7M 0.81% -36,499 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 479,905 $71.4M 0.1% -1,262 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 470,384 $69.9M 0.1% +120,667 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 459,541 $69.5M 0.09% +1,061 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 466,334 $69.3M 2.58% -60,315 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 460,261 $68.4M 22.27% +4,895 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 451,970 $67.2M +13,711 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 450,689 $67M 0.28% +34,565 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 447,667 $66.6M 8.8% -3,725 13F-HR Timeline Friday Financial More: the full row for Friday Financial 444,684 $66.1M 23.31% +71,509 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 443,849 $66M 2.88% -21,836 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 436,808 $64.9M 0.04% -7,901 13F-HR/A Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 434,352 $64.6M 13.11% +224 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 425,439 $63.3M 0.11% +226,288 13F-HR/A Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 404,268 $60.1M 2.22% -6,113 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 404,077 $60.1M 10.58% +32,423 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 402,991 $59.9M 0.37% -25,457 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 399,543 $59.4M 2.26% +37,973 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 395,904 $58.9M 30.74% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 377,803 $56.2M 8.48% +739 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 362,878 $54M 1.32% +5,808 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 359,434 $53.4M 0.28% +54,692 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 355,268 $52.8M 7.3% +5,126 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 345,754 $51.4M 26.91% -28,120 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 344,504 $51.2M 0.97% -7,526 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 343,832 $51.1M 8.04% +16,710 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 340,182 $50.6M 1.98% +55,079 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 339,109 $50.4M 1.03% -10,302 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 333,736 $49.6M 1.37% -7,613 13F-HR/A Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 333,658 $49.6M 2.07% +11,390 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 332,634 $49.5M 10.89% +2,339 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 326,490 $48.5M 0.72% -4,590 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 324,800 $48.3M 1.09% -2,407 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 321,151 $47.8M 8.03% -139,214 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 318,270 $47.3M 2.35% -1,675 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 317,760 $47.2M 0.02% +110,396 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 307,968 $46.8M 3.15% +38,473 13F-HR Timeline Group Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 311,761 $46.4M 17.74% +10,397 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 288,941 $43M 0.09% +44,755 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 288,475 $42.9M 10.87% -1,485 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 286,069 $42.5M 0.93% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 285,582 $42.5M 4.43% +13,904 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 283,163 $42.1M 23.85% +6,593 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 270,767 $40.3M 5.81% -2,958 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 268,207 $39.9M 0.84% -9,185 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 264,461 $39.3M 14.17% -9,455 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 262,486 $39M 12.2% -3,104 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 259,694 $38.6M 0.18% -67,390 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 257,964 $38.4M 1.46% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 254,706 $37.9M 17.74% +10,591 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 243,680 $36.2M 0.21% -13,612 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 243,540 $36.2M 13.01% +4,739 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 235,275 $35M 0.43% -12,228 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 233,034 $34.6M 0.49% +26,255 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 229,579 $34.1M 2.59% +134 13F-HR Timeline Group Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 229,229 $34.1M 37.23% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 226,792 $33.7M 3.38% -2,410 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 224,662 $33.4M 0.48% +18,344 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 222,668 $33.1M 0.23% +547 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 219,020 $32.6M 26.1% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 217,871 $32.4M <0.01% -259,161 13F-HR/A Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 216,375 $32.2M 10.4% +37,468 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 215,380 $32M 9.69% +14,829 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 214,201 $31.8M 3.53% +981 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 214,193 $31.8M 1.7% +543 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 210,305 $31.3M 12.07% +7,610 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 208,880 $31.1M 0.6% +36,198 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 208,515 $31M 2.47% +1,909 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 208,467 $31M 14.71% +17,954 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 204,779 $30.4M 2.27% +27,645 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 202,412 $30.1M 4.38% -13,330 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 202,157 $30.1M 8.7% -4,040 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 195,697 $29.6M 8.74% +10,223 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 196,426 $29.2M 0.11% +5,096 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 196,219 $29.2M 0.35% -4,851 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 192,045 $28.6M 0.04% 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 189,895 $28.2M 18.78% -379 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 188,601 $28M 1.46% -13,638 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 186,957 $27.8M 0.24% -11,823 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 186,133 $27.7M <0.01% -8,478 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 185,770 $27.6M 20.62% +18,478 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 185,703 $27.6M 0.17% +10,879 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 185,397 $27.6M 8.37% +863 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 184,230 $27.4M 23.01% 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 183,905 $27.3M 19.07% +4,095 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 182,142 $27.1M 0.25% -4,916 13F-HR Timeline Group 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 182,014 $27.1M <0.01% +2,295 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 179,086 $27M 3.13% -1,040 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 181,298 $27M 3.17% -5,722 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 177,984 $26.5M 3.66% -10,174 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 177,685 $26.4M 0.04% +25,790 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 176,621 $26.3M 20.12% -8,615 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 173,190 $25.8M 4.37% +2,792 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 168,939 $25.1M 0.18% +16,982 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 165,303 $24.6M 2.25% -4,713 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 163,790 $24.4M 2.81% +8,098 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 163,370 $24.3M 6.11% -23,425 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 162,227 $24.1M 4.6% +2,888 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 162,034 $24.1M 27.03% 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 160,091 $23.8M 10.4% -1,967 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 159,870 $23.8M 0.37% +3,285 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 156,046 $23.7M 1.32% -29 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 158,016 $23.5M 1.81% +1,669 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 156,612 $23.3M 0.86% -5,566 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 155,407 $23.1M 0.34% +2,945 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 152,175 $22.6M -585 Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 152,128 $22.6M 9% -356 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 151,327 $22.5M 0.51% -31,173 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 149,081 $22.2M 4.21% -3,354 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 148,643 $22.1M 11.39% -9,345 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 147,548 $21.9M 11.19% +663 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 147,271 $21.9M 11.19% -39,567 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 146,253 $21.7M 0.36% -3,065 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 145,507 $21.6M 0.42% +76,751 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 145,202 $21.6M 1.39% +1,461 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 142,008 $21.1M 0.39% +3,125 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 141,578 $21.1M 0.08% +3,672 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 139,070 $20.7M 2.03% -258 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 138,809 $20.6M 0.02% +71,333 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 137,315 $20.4M 0.62% +11,372 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 136,716 $20.3M 0.96% +3,000 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 135,550 $20.2M 14.62% -1,500 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 132,321 $19.7M 18.46% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 131,172 $19.5M 0.02% -26,440 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 130,624 $19.4M 0.04% +21,609 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 128,689 $19.1M 0.07% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 128,450 $19.1M 0.54% -12,058 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 126,688 $18.8M 2.62% -4,595 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 125,778 $18.7M 2.13% -155 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 125,041 $18.6M 9.68% +6,555 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 124,597 $18.5M 1.88% -11,772 13F-HR Timeline