BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 268,543,966 $18.7B 0.4% -20,756,351 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 33,841,018 $2.36B 22.66% -325,289 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 22,610,313 $1.58B 0.57% -1,368,633 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,539,698 $806M +296,763 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,771,184 $752M 0.07% +3,559,705 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,475,829 $662M 1.19% +9,392,161 13F-HR/A Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 8,566,760 $598M 6.94% -30,300 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,216,790 $504M 4.05% +274,011 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,038,453 $491M 0.66% +696,288 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,854,028 $478M 0.03% -60,571 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,029,504 $421M -162,330 Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,063,608 $353M 8.56% +349,938 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,051,836 $353M 2.72% +932,456 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,134,492 $219M 1.57% +100,857 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,119,862 $218M 0.08% +185,380 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,665,074 $186M 8.78% -100,339 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 2,413,589 $169M 18.57% -200,000 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,332,899 $163M 0.01% +1,609,435 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,307,685 $161M 0.27% +95,413 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,298,728 $160M 0.04% +274,903 13F-HR/A Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,257,982 $158M 8.63% +116,114 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,203,429 $154M 0.03% +43,170 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,834,521 $128M 0.03% -525,721 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 1,720,828 $120M 5.19% +200,765 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,712,113 $120M 9.89% +22,782 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,707,338 $119M 0.03% -299,770 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,692,568 $118M 0.16% +17,561 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,634,728 $114M 0.22% +116,340 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,545,162 $110M 0.62% +191,932 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,565,232 $109M 9.64% +42,057 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,550,771 $108M 0.31% +108,511 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,516,188 $106M 2.97% -68,603 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,334,260 $93.1M 0.13% +8,224 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,285,792 $89.8M 1.05% +165,965 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,219,025 $85.1M 4.89% -32,207 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,068,381 $74.6M 5.97% -43,502 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,046,300 $73M 8.6% +62,523 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,000,016 $69.8M 3.14% +171,605 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 986,344 $68.9M 0.67% +4,733 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 986,344 $68.9M 0.67% +4,733 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 897,930 $62.7M 0.23% -30,154 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 884,262 $61.7M 3.87% -16,860 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 854,574 $59.7M 0.36% -2,753 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 823,942 $57.5M 0.84% +514,450 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 822,813 $57.4M 1.38% -34,243 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 809,708 $56.5M 0.02% +43,892 13F-HR Timeline Group Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 781,149 $54.5M 3.63% -813 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 759,891 $53M 0.09% -34,024 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 743,392 $51.9M 0.18% -2,536 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 651,137 $45.6M 0.04% +28,068 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 653,179 $45.6M 0.11% +17,539 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 652,600 $45.6M 8.4% +23,600 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 626,675 $43.7M 3.72% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 582,979 $40.7M 2.68% +6,023 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 569,760 $39.8M 4.83% -657,472 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 552,087 $38.5M 16.05% +26,239 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 544,978 $38M 2.94% -41,840 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 542,519 $37.9M 0.08% +60,010 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 530,375 $37M 10.88% +23,633 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 527,686 $36.8M 0.04% -12,123 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 496,974 $34.7M 1.71% +133,231 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 486,145 $33.9M 1.66% -26,458 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 478,972 $33.4M 3.07% -18,469 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 454,796 $31.7M 9.31% +23,641 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 436,201 $30.5M 1.47% +3,624 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 432,597 $30.2M 0.34% +3,977 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 416,585 $29.1M 1.61% -2,238 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 406,533 $28.4M 0.74% +91,712 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 405,806 $28.3M 0.05% +31,856 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 395,868 $27.6M 0.01% -17,438 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 395,466 $27.6M 0.32% -4,107 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 413,706 $27.4M 0.61% +41 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 372,309 $26M 0.52% +19,768 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 361,411 $25.1M 0.06% -28,680 13F-HR/A Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 353,354 $24.7M 9.71% +7,280 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 349,788 $24.4M 2.07% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 347,444 $24.3M 0.08% +10,850 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 332,656 $23.2M 5.77% -5,919 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 313,209 $21.9M 2.91% -12,787 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 311,013 $21.7M 4.4% +69,663 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 299,352 $20.9M 4.31% -2,993 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 286,353 $20M 0.29% -21,787 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 279,277 $19.5M 0.36% -33,957 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 265,571 $18.5M 2.96% +854 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 264,627 $18.5M 0.04% -3,514 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 262,922 $18.4M 0.74% +41,984 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 262,917 $18.4M 0.35% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 242,884 $17M 0.01% -161,354 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 231,980 $16.2M 12.96% +2,007 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 229,451 $16M 0.19% +33,874 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 221,916 $15.5M 11.11% +3,850 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 221,270 $15.4M 2.25% -44,914 13F-HR/A Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 219,082 $15.3M 4.57% -11,748 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 213,237 $14.9M 0.13% +5,275 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 210,667 $14.7M 2.15% -1,312 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 207,032 $14.5M 0.22% -22,755 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 203,815 $14.2M 2.37% -895 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 198,113 $13.8M 8.93% +4,438 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 194,358 $13.6M 0.02% 0 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 192,895 $13.5M 2.4% -3,213 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 191,876 $13.4M 1.11% -857 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 190,100 $13.3M 0.85% -2,900 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 180,006 $12.9M 7.21% +10,084 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 183,446 $12.8M 1.3% -11,728 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 182,956 $12.8M 1.61% +13,894 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 172,068 $12M 0.07% +12,863 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 168,414 $11.8M 4.73% +2,962 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 167,693 $11.7M 5.34% +3,802 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 180,039 $11.6M 5.01% -4,618 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 166,010 $11.6M 0.52% -29,135 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 164,117 $11.5M 4.97% +786 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 161,713 $11.3M 7.86% -1,361 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 159,780 $11.2M 0.42% +7,055 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 158,070 $11M 6.97% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 158,384 $10.9M 1.24% -11,153 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 154,994 $10.8M 0.04% -3,012 13F-HR Timeline Group Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 152,193 $10.6M 5.81% -11 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 150,166 $10.5M <0.01% +20,789 13F-HR Timeline Group FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 148,321 $10.4M 5.22% -1,517 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 145,218 $10.1M 4.01% -2,220 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 144,857 $10.1M 1.46% +15,196 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 144,821 $10.1M 4.92% +92,097 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 144,461 $10.1M 0.12% -1,501 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 136,328 $9.52M 0.12% +1,983 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 136,230 $9.51M -6,423 Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 130,793 $9.13M 1.77% -88,065 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 128,135 $8.95M 0.04% -30,708 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 127,469 $8.9M 0.08% -8,622 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 122,552 $8.56M 4.68% +3,586 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 122,493 $8.55M 5.3% +2,020 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 120,083 $8.38M 0.02% +16,535 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 118,719 $8.29M 1.12% +4,771 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 118,326 $8.26M <0.01% +5,192 13F-HR/A Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 118,228 $8.25M 6.97% +5,549 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 118,017 $8.24M 0.01% +25,483 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 110,740 $7.89M 3.13% -6,223 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110,856 $7.74M 1.35% +13,540 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 110,809 $7.74M 2.88% +95,030 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 105,924 $7.39M 0.16% -4,389 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 105,730 $7.38M 2.58% +49,076 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 105,007 $7.33M 1.26% +430 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 103,804 $7.25M 1.26% -1,523 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 102,768 $7.17M 0.31% +56,629 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 99,567 $6.95M 2.49% +1,351 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 99,534 $6.95M 0.28% -3,586 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 94,507 $6.6M 0.06% -58,808 13F-HR/A Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 93,904 $6.56M 0.08% -759 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 93,380 $6.52M 0.06% -35,430 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 92,447 $6.45M 2.18% -929 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 92,300 $6.44M 1.59% +330 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 91,704 $6.4M 0.14% 0 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 91,437 $6.38M 0.1% +5,818 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 91,025 $6.35M 0.47% +618 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 90,986 $6.35M 1.33% +69,486 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 90,508 $6.32M 0.01% +1,027 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 90,484 $6.32M 0.05% +673 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 87,436 $6.11M 0.31% +1,945 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 86,990 $6.07M 0.2% new 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 86,833 $6.06M 0.88% -28,000 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 82,808 $5.78M 0.16% +7,912 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 82,267 $5.74M 0.97% +763 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 81,869 $5.72M 0.51% +1,176 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 81,187 $5.67M 0.41% +2,931 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 80,247 $5.6M 1.1% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 80,247 $5.6M 1.09% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 80,081 $5.59M <0.01% -1,266 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 80,023 $5.59M 1% +732 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 78,819 $5.5M 5.77% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 78,655 $5.49M 0.99% -3,956 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 76,863 $5.37M 0.02% -2,381 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 76,153 $5.32M 0.01% +5,340 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 75,601 $5.28M 0.11% -6,964 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 74,284 $5.19M 0.1% -2,284 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 72,470 $5.06M 0.2% +51,200 13F-HR Timeline Lunt Capital Management, Inc. 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