BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 294,259,937 $24.3B 0.43% -287,796 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 35,495,219 $2.93B 23.06% +515,601 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 22,962,150 $1.9B 0.6% +581,039 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,164,959 $1B +528,972 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,437,409 $697M 0.05% +1,271,037 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,334,604 $688M 1.4% +2,289,007 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,071,498 $667M 0.79% +1,282,851 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,620,987 $629M 4.03% +276,306 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,562,685 $625M 0.04% +311,031 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,932,642 $574M +431,339 Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 5,923,560 $489M 4.76% -2,375,900 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,840,747 $482M 2.94% +291,333 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,188,623 $428M 8.82% +49,462 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,730,560 $308M 0.09% +257,131 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 3,343,208 $276M 25.36% -50,000 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,037,670 $251M 10.91% +847,583 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,966,078 $245M 1.53% +93,116 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,665,460 $220M 8.92% +60,754 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,562,515 $212M 0.27% +148,390 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,229,835 $184M 8.84% +17,410 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,097,296 $173M 0.03% -220,542 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,074,927 $171M 0.03% -51,250 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,006,552 $166M 7.03% +305,225 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,860,611 $155M 0.04% +92,193 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,867,094 $154M 0.03% +156,526 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,775,432 $147M 0.17% +22,369 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 1,718,711 $142M 5.14% -238,653 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,702,907 $141M 10.18% +13,265 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,636,097 $135M 0.16% -13,503 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,578,450 $130M 9.6% +8,350 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,571,499 $130M 3.16% +56,258 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,561,395 $129M 0.31% +1,471 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,437,310 $119M 0.15% +14,901 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,424,694 $118M 0.52% -102,153 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,370,358 $113M 3.88% +241,033 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,334,928 $110M 0.85% +347,277 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,188,648 $98.2M 4.9% -17,623 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,175,924 $97.1M 1.22% +48,524 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,102,118 $91M 8.77% +23,955 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,030,426 $85.1M 0.03% +65,882 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 916,702 $75.7M 4.1% -3,976 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 921,385 $75.4M 0.11% +87,202 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 910,055 $75.2M 3.82% -43,039 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 826,641 $68.3M 0.23% -53,873 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 820,387 $67.7M 0.35% -24,022 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 787,744 $65.1M 1.29% -25,484 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 786,874 $65M <0.01% -246,669 13F-HR/A Timeline Group Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 764,113 $63.1M 3.72% -9,225 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 750,348 $61.6M 0.04% +56,559 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 736,164 $60.8M 2.05% +37,090 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 706,833 $58.4M 0.16% -104,990 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 698,022 $57.6M 5.88% +52,221 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 692,044 $57.1M 0.09% -38,405 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 654,932 $54.1M 2.78% +43,174 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 652,176 $53.9M 0.06% new 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 624,144 $51.5M 18.34% +6,378 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 559,503 $46.2M 2.12% +7,630 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 545,959 $45.1M 11.4% +23,409 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 545,498 $45M 1.83% +24,271 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 531,999 $43.9M 0.66% -61,429 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 516,197 $42.6M 0.04% -1,788 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 498,358 $41.2M 1.54% +40,417 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 493,141 $40.7M 2.69% -16,150 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 490,980 $40.5M 0.11% +54,935 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 483,513 $39.9M 1.01% +12,537 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 462,368 $38.2M 6.22% new 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 459,800 $38M 8.58% -87,800 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 451,090 $37.3M 0.61% -15,082 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 450,702 $37.2M 1.58% +23,599 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 436,414 $36M 2.83% -10,086 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 408,858 $33.8M 0.69% -8,638 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 405,520 $33.5M 0.02% -10,900 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 396,939 $32.8M 0.2% -4,785 13F-HR/A Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 387,827 $32M 0.36% -8,933 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 385,351 $31.8M 0.06% +330,892 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 372,629 $31.1M 0.05% +5,042 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 362,642 $29.9M 10.32% +4,039 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 359,550 $29.7M 4.89% +66,950 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 316,233 $26.1M 5.5% +571 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 297,721 $24.6M 0.36% +286,951 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 295,180 $24.4M 3.35% +14,693 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 294,974 $24.4M 0.9% +12,838 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 293,428 $24.2M 4.08% +7,854 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 288,146 $23.8M 2.6% -14,206 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 278,513 $23M 0.27% -25,361 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 258,520 $21.3M 0.03% +2,285 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 254,423 $21M 0.77% new 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 243,540 $20.1M 2.1% +29,856 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 232,700 $19.2M 0.08% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 232,523 $19.2M 3.03% +17,888 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 231,858 $19.1M 0.17% +3,316 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 231,577 $19.1M 0.01% -4,378 13F-HR Timeline Group Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 227,965 $18.8M 11.65% -766 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 227,493 $18.8M 12.6% -5,573 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 221,778 $18.3M 0.96% -98 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 219,228 $18.1M 2.32% -612 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 218,086 $18M 0.28% -30,331 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 213,372 $17.6M 0.14% +12,537 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 210,290 $17.4M 0.12% +17,804 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 209,629 $17.3M 4.13% -679,029 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 207,150 $17.1M 2.46% +3,155 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 205,819 $17M 2.82% +8,756 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 205,406 $17M 2.06% -7,730 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 197,377 $16.3M 7.54% +8,940 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 195,962 $16.2M 2.68% +71,883 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 192,572 $15.9M 0.3% +187,593 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 192,001 $15.9M 5.21% +788 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 191,885 $15.8M 0.08% +4,291 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 191,162 $15.8M 0.21% -3,171 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 188,686 $15.6M 2.38% -1,210 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 187,839 $15.5M <0.01% +87,108 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 182,862 $15.1M 0.93% -5,370 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 176,930 $14.6M 4.61% +24,800 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 206,385 $14.5M 0.03% +4,897 13F-HR Timeline Group Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 175,374 $14.5M 7.61% +12,177 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 170,264 $14.1M 5.27% -1,408 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 165,498 $13.7M 1.23% -12,920 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 164,762 $13.6M 0.5% -5,397,458 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 164,480 $13.6M 0.18% +56,953 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 164,260 $13.6M 4.83% -137 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 162,177 $13.4M 1.65% +4,741 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 160,608 $13.3M 0.51% -63 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 160,527 $13.3M 0.05% +2,614 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 159,430 $13.2M <0.01% -535 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 154,453 $13M 7.51% +4,659 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 156,652 $12.9M 0.29% -2,988 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 153,828 $12.7M 1.22% -2,327 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 148,420 $12.3M +2,944 Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 141,952 $11.7M 5.41% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 141,269 $11.7M 5.23% -12,175 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 137,718 $11.4M 5.47% -6,223 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 132,126 $10.9M 0.01% +12,324 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 163,143 $10.8M 4.4% -1,836 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 128,150 $10.6M 0.02% +5,130 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 127,788 $10.6M 1.22% +2,468 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 126,388 $10.4M 3.28% -142 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 126,003 $10.4M 0.3% -10,891 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 125,797 $10.4M 0.07% -251 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 125,627 $10.4M 4.91% +1,624 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 124,788 $10.3M 1.51% +6,501 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 124,095 $10.2M 0.04% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 122,949 $10.2M 2.31% -2,974 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 122,616 $10.1M 0.12% -10,988 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 120,221 $9.93M 0.83% +1,631 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 24,281 $9.9M 7.43% -87,133 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 116,547 $9.62M <0.01% +23,303 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 112,963 $9.33M 2.02% -89 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 111,335 $9.19M 2.63% +3,505 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 108,477 $8.96M 0.32% +5,394 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 104,815 $8.65M 0.39% +10,603 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 104,581 $8.64M 2.16% -3,205 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 103,123 $8.52M 0.11% +48,419 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 102,651 $8.48M 0.08% +4,086 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 100,540 $8.3M 0.03% -195 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 99,891 $8.25M 0.16% -1,823 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 99,347 $8.2M 3.6% -37,829 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 98,100 $8.1M 2.4% -1,771 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 96,307 $8.09M 2.45% -29,141 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 97,063 $8.02M 1.58% +1,331 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 93,021 $7.68M 2.25% -3,152 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 92,706 $7.66M 0.15% +861 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90,121 $7.44M 1.06% -7,972 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 88,325 $7.29M 1.09% -158 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 87,663 $7.24M 0.45% +1,006 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 86,407 $7.14M 0.09% -4,932 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 85,929 $7.1M 0.88% -940 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 84,969 $7.02M 0.01% +2,062 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 84,379 $6.97M 1.01% +1,523 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 83,235 $6.87M 0.1% +1,432 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,363 $6.85M 0.46% -81,126 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 82,382 $6.8M 1.55% +15,936 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 81,975 $6.77M 0.05% -2,509 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 80,253 $6.63M 0.67% -177 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 79,030 $6.53M 0.91% +14,358 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 78,126 $6.45M 0.01% +177 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 76,690 $6.33M 0.52% -5,462 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 75,110 $6.2M 3.86% -120,493 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 73,534 $6.2M 0.34% +1,240 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 73,949 $6.11M 0.02% -2,537 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 71,957 $5.94M 2.27% +349 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 71,398 $5.9M +14,450 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 71,267 $5.89M 0.12% +1,901 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 70,182 $5.8M 0.24% +2,419 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 69,926 $5.77M 0.25% +1,961 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 69,281 $5.72M 0.02% +1,161 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 69,158 $5.71M 0.08% -201 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 67,776 $5.6M 2.3% +1,922 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 65,720 $5.43M 0.2% -23,045 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 64,803 $5.35M 0.41% +761 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 64,041 $5.29M 0.04% +13,440 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 63,175 $5.22M 0.5% +5,090 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 63,086 $5.21M 3.39% +2,500 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 62,720 $5.18M 1.79% -2,118 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 62,266 $5.14M -770 Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 62,234 $5.14M 1% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 62,211 $5.14M 2.12% +22,089 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 61,804 $5.11M 0.06% +13,129 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 60,311 $4.98M 0.48% +1,875 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 59,624 $4.92M 2.2% +39,283 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 58,297 $4.81M 0.57% +5,879 13F-HR Timeline