BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 274,117,987 $26.2B 0.39% -4,339,383 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 37,327,069 $3.56B 23.23% +853,391 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 25,793,599 $2.23B 0.74% +1,131,938 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,066,896 $1.15B +245,077 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,650,196 $1.11B 1.21% +1,892,588 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,690,453 $1.02B 1.56% -202,550 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,990,270 $953M 0.05% -3,272,438 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/ 8,096,593 $773M 0.05% -666,780 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,913,764 $755M 4.18% +150,120 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,054,074 $673M -19,895 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,296,845 $601M 3% +247,729 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,389,360 $514M 1.5% +5,365,208 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,023,941 $479M 0.11% +527,196 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,160,758 $302M 9.67% -28 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 3,083,208 $295M 24.53% -260,000 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,941,250 $281M 1.53% -33,818 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,890,655 $276M 9.55% -7,325 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,518,739 $240M +26,675 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,455,521 $234M 0.25% -23,676 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,335,950 $223M 0.04% +40,885 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,187,306 $209M 0.04% +60,839 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 2,134,934 $204M 5.5% -196,678 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,122,254 $203M 8.28% +1,137 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,061,566 $197M 0.03% +83,989 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,909,445 $182M 0.18% +52,735 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,807,604 $173M 10.41% +39,484 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,799,901 $172M 3.53% +77,312 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,771,279 $169M 0.15% +97,542 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,680,304 $160M 4.28% +105,012 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,585,303 $151M 9.71% -508 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,571,026 $150M 0.19% +62,726 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,525,461 $146M 0.28% +22,759 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,521,349 $145M 0.04% +107,847 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,404,457 $134M 1.3% +240,877 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,292,181 $123M 0.94% -45,774 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,232,210 $118M 0.5% -189,221 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,152,135 $110M 9.48% +21,475 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,147,148 $110M 0.13% +182,063 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 1,137,805 $109M 5.36% -19,839 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,047,523 $100M 0.94% -2,706 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,026,979 $97.1M 0.04% +120,066 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 987,573 $93.6M 0.01% +41,037 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 956,986 $91.3M 1.68% +74,664 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 911,328 $87M 4.24% +5,006 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 903,872 $86.3M 0.19% +9,191 13F-HR/A Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 862,127 $82.3M 7.1% -159,876 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 845,112 $80.7M 3.53% -734 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 842,622 $80.4M 0.44% +7,237 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 760,416 $72.6M 3.23% +24,965 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 745,177 $71.1M 2.47% +63,072 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 728,716 $69.5M 3.64% -11,098 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 728,090 $69.5M 1.16% -24,780 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 666,181 $63.6M 0.09% +2,252 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 633,567 $60.5M 0.03% -73,415 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 624,773 $59.6M 0.05% +37,135 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 621,092 $59.3M 18.57% -3,522 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 616,609 $58.8M 0.17% -10,023 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 594,031 $56.7M 0.29% +161,448 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 591,873 $56.5M 0.66% +59,046 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 576,881 $55.1M 0.11% +89,338 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 552,898 $52.8M 8.27% 0 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 542,748 $51.8M 11.83% +1,145 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 540,179 $51.6M 2.01% +18,791 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 529,756 $50.6M 2.11% -19,000 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 524,000 $50M 0.47% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 518,215 $49.5M 0.29% +149,585 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 514,044 $49.1M 8.86% +15,800 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 480,805 $45.9M 0.54% +4,319 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 469,910 $44.8M 1.47% -46 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 463,174 $44.2M 0.9% +107 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 449,280 $42.9M 0.05% +378,182 13F-HR/A Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 444,300 $42.4M 8.89% +16,200 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 462,244 $40.3M 0.67% +163 13F-HR Timeline SWF LLC More: the full row for SWF LLC 412,419 $39.4M 2.63% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 409,902 $39.1M 3.38% +36,616 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 404,333 $38.6M 0.46% -21,266 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 397,614 $37.9M 13.64% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 385,388 $36.8M 0.02% +4,486 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 361,898 $34.5M 0.1% -529 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 348,109 $33.2M 0.61% +13,969 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 336,456 $32.1M 3.89% +3,647 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 327,183 $31.2M 0.15% +60,162 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 325,020 $31M 4.12% +324,966 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 320,820 $30.6M 6.2% +311,893 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 294,580 $28.1M 4.24% +29,288 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 289,517 $27.6M 3.72% +31,057 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 277,937 $26.5M 0.19% +22,371 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 273,452 $26.1M 0.03% +5,939 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 272,923 $26M 0.26% -1,263 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 269,832 $25.8M 0.02% +16,244 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 267,386 $25.5M 2.32% -4,219 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 266,800 $25.5M 4.8% +42,639 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 265,293 $25.3M 4.83% +258,743 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 265,293 $25.3M 4.83% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 258,912 $24.7M 0.05% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 253,609 $24.2M 0.04% +11,892 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 237,405 $22.7M 1.66% -81,127 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 234,771 $22.4M 11.73% +344 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 228,192 $21.8M 8.77% -1,190 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 227,748 $21.7M 10.92% +28,388 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 227,271 $21.7M 0.25% -16,632 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 220,795 $21.1M 12.12% -5,832 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 219,975 $21M 0.1% -3,168 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 216,735 $20.7M 0.13% +2,191 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 215,909 $20.6M 2.68% +3,509 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 202,436 $19.5M 12.65% +2,696 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 203,450 $19.4M 0.01% -7,945 13F-HR Timeline Group Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 201,581 $19.2M 7.87% -9,216 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 197,891 $18.9M 0.18% -10,326 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 197,871 $18.9M 2.39% -680 13F-HR Timeline Group ES4, LLC More: the full row for ES4, LLC 195,098 $18.6M 9.78% +51,810 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 84,346 $18.4M 2.24% +30 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 189,668 $18.1M 0.13% +12,736 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 189,126 $18.1M 0.93% -10,746 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 188,288 $18M 0.07% -29,563 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 186,101 $17.8M 1.84% +1,631 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 184,768 $17.6M 2.61% +81,366 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 184,159 $17.6M 0.85% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 182,901 $17.5M 2.18% -2,863 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 182,082 $17.4M 0.27% 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 185,372 $17.4M +85,824 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 178,576 $17M 0.1% -2,160 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 178,529 $17M 0.19% -1,397 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 178,358 $17M 0.78% -151 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 175,684 $16.8M 1.62% -1,633 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 173,127 $16.5M 4.46% -22,645 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 172,370 $16.5M <0.01% +27,182 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 168,051 $16M 1.47% -55,020 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 167,964 $16M -541 Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 184,076 $15.9M 10.09% -22,827 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 166,979 $15.9M <0.01% -117,703 13F-HR Timeline Group Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 166,651 $15.9M 5.05% -13,278 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 163,548 $15.6M 0.02% +34,663 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 155,513 $14.8M 1.21% -4,521 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 153,815 $14.7M 0.03% 0 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 153,403 $14.6M 7.85% -4,469 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 207,433 $14.6M 0.03% -1,854 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 147,737 $14.1M 1.21% +975 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 145,483 $13.9M +9,995 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 144,003 $13.7M 0.02% -642 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 143,229 $13.7M 4.95% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 142,981 $13.6M 1.73% +4,720 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 141,607 $13.5M 0.18% -39,996 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 138,737 $13.2M 0.04% -266 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 137,758 $13.1M 1.29% -565 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 137,189 $13.1M 2.36% +63,368 13F-HR/A Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 136,061 $13M 2.57% +7,032 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 135,907 $13M 5.3% +3,470 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 135,685 $12.9M 4.31% +9,259 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 135,268 $12.9M 0.6% +46,918 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 132,348 $12.6M 0.46% -26,100 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 132,289 $12.6M 3.89% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 131,900 $12.6M 3.95% -74,763 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 128,087 $12.2M 5.12% -1,366 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 124,908 $11.9M 3.12% -468 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 124,730 $11.9M 0.94% -744 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 121,940 $11.6M 0.06% -247 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 121,021 $11.6M 0.07% +26,306 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 116,827 $11.1M 0.43% +24,275 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 116,456 $11.1M 0.4% +222 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 115,377 $11M 0.01% +112,559 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 113,117 $10.8M 0.43% -92 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 112,876 $10.8M 0.04% -6,566 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 112,859 $10.8M -36 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 112,820 $10.8M 0.13% -57,363 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 111,851 $10.7M 3.18% -24,646 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 111,247 $10.6M 1.9% -1,695 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 110,492 $10.5M 0.01% +6,351 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 108,985 $10.4M +38,725 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 103,258 $9.85M 0.29% -1,130 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 102,027 $9.74M 0.11% +9,550 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 100,263 $9.57M 1.22% +920 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 100,000 $9.54M 1.38% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 99,345 $9.48M 0.09% -1,935 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 99,138 $9.46M 0.18% +21 13F-HR Timeline Group Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 98,469 $9.4M 4.65% -562 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 98,369 $9.39M 0.1% +94,691 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 96,322 $9.19M 0.11% -1,763 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 95,687 $9.13M 2.3% +131 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 94,206 $8.99M 4.34% -5,364 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 93,618 $8.93M 0.6% +52,267 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 94,284 $8.92M 2.1% +2,537 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 92,962 $8.87M 0.07% -10,109 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 92,326 $8.81M <0.01% -16,494 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 91,582 $8.74M 0.09% +359 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 90,674 $8.65M 0.19% -9,580 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90,195 $8.61M 1.03% +53 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 89,603 $8.55M 1.76% 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 89,307 $8.52M 2.26% -147 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 88,048 $8.4M 0.91% -433 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 86,077 $8.22M 0.58% +749 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 85,779 $8.19M 1.65% +6,302 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 85,126 $8.12M 1.73% -5,891 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 85,094 $8.12M 0.1% +5,210 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 84,966 $8.11M 0.19% -2,293 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 83,606 $7.98M 0.04% +7,050 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 83,144 $7.94M 0.01% +48,271 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 82,722 $7.89M 2.85% +6,607 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 81,662 $7.79M 0.01% +21,513 13F-HR Timeline Group Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 81,425 $7.77M 5.69% +7,902 13F-HR Timeline