BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 290,381,429 $24.6B 0.42% -3,878,508 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 36,623,425 $3.1B 23.27% +1,128,206 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 23,357,070 $1.98B 0.62% +394,920 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,833,858 $1B -331,101 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,314,184 $958M 1.12% +3,242,686 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,749,069 $910M 1.73% +2,414,465 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,912,876 $839M 0.05% +2,350,191 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,219,818 $696M 0.05% -217,591 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,848,801 $664M 4.07% +227,814 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,746,201 $571M -186,441 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,815,625 $492M 2.76% -25,122 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,226,735 $442M 9.01% +38,112 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,316,974 $365M 0.1% +586,414 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,420,965 $290M 8.62% +383,295 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 3,343,208 $283M 24.6% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,861,800 $242M 1.49% -104,278 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,754,129 $233M 9.21% +88,669 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,601,225 $220M 0.26% +38,710 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,478,819 $210M 0.04% +381,523 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,067,533 $175M 7.28% +60,981 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,063,432 $175M -11,495 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,058,761 $174M 0.04% +198,150 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 2,043,417 $173M 5.72% +324,706 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,900,008 $161M 0.03% +32,914 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,860,737 $157M 0.17% +85,305 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,825,415 $155M 0.18% +1,173,239 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,752,628 $148M 10.33% +49,721 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 1,647,735 $139M 1.41% -4,275,825 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,611,901 $136M 3.22% +40,402 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,596,075 $135M 9.63% +17,625 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,581,128 $134M 0.31% +19,733 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,575,178 $133M 0.15% -60,919 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,486,642 $126M 4.39% +116,284 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,468,872 $124M 0.17% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,467,071 $124M 0.51% +42,377 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,366,671 $116M 0.15% -70,639 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,350,948 $114M 0.84% +16,020 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,288,342 $109M 0.03% +257,916 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 1,183,625 $100M 4.95% -5,023 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,155,197 $97.8M 1.19% -20,727 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,128,228 $95.5M 9.09% +26,110 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,089,645 $92.2M 0.01% +901,806 13F-HR/A Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 917,126 $77.6M 4.13% +424 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 893,285 $75.6M 3.7% -16,770 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 867,962 $73.5M <0.01% +81,088 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 805,037 $68.1M 0.04% +54,689 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 795,336 $67.3M 0.54% -25,051 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 781,970 $66.2M 1.48% +45,806 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 769,302 $65.1M 0.1% -152,083 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 767,457 $65M 1.23% -20,287 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 761,756 $64.5M 0.17% +54,923 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 753,401 $63.8M 3.67% -10,712 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 725,683 $61M 0.08% +33,639 13F-HR/A Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 714,065 $60.4M 6.06% +16,043 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 705,744 $59.7M 2.94% +50,812 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 645,905 $54.7M 0.18% -180,736 13F-HR/A Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 623,204 $52.7M 18.77% -940 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 603,318 $51.1M 1.94% +57,820 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 596,087 $50.5M 0.03% +364,510 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 593,454 $50.2M 0.72% +61,455 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 553,114 $46.8M 2.09% -6,389 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 547,701 $46.4M 11.67% +1,742 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 524,566 $44.4M 0.04% +8,369 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 503,602 $42.6M 1.68% +52,900 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 496,197 $42M 0.1% +5,217 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 485,529 $41.1M 1.54% -12,829 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 475,862 $40.3M 2.6% -17,279 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 475,258 $40.2M 0.98% -8,255 13F-HR Timeline Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 474,760 $40.2M 0.19% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 461,681 $39.1M 0.64% +52,823 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 461,177 $39M 0.33% new 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 444,400 $37.6M 8.59% -15,400 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 425,900 $36M 0.56% -25,190 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 414,803 $35.1M 2.68% -21,611 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 410,126 $34.7M 5.84% +50,576 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 396,144 $33.5M 0.02% -9,376 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 389,830 $33M 0.03% +389,100 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 377,912 $32.9M 0.04% +5,283 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 388,292 $32.9M 0.36% +465 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 368,545 $31.2M 10.41% +5,903 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 363,048 $30.8M 0.05% -22,303 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 358,471 $30.3M 2.31% new 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 340,741 $28.8M 4.85% -121,627 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 328,212 $27.8M 4.31% +34,784 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 327,525 $27.7M 0.35% +29,804 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 322,208 $27.3M 3.76% +27,028 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 319,489 $27M 5.49% +3,256 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 315,422 $26.7M 2.68% +71,882 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 300,392 $25.4M 0.69% +5,418 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 290,287 $24.6M 0.14% -106,652 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 286,104 $24M 2.5% -2,042 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 276,872 $23.4M 0.27% -1,641 13F-HR Timeline Group ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 268,148 $22.7M 7.54% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 245,374 $20.8M 0.03% -13,146 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 242,254 $20.5M 0.24% +10,396 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 240,362 $20.3M 3.65% +30,733 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 239,970 $20.3M 3.07% +7,447 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 237,662 $20.1M 0.28% +168,504 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 235,739 $20M 0.08% +3,039 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 233,935 $19.8M 11.83% +5,970 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 225,548 $19.1M 12.7% -1,945 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 219,228 $18.6M 2.47% 0 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 217,656 $18.4M 0.12% +7,366 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 214,820 $18.2M 2.81% +166,499 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 211,955 $17.9M 2.48% +4,805 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 209,962 $17.8M 0.01% +77,836 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 209,571 $17.7M 0.15% -3,801 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 207,909 $17.6M 8.06% +10,532 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 207,164 $17.5M 0.98% -14,614 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 206,903 $17.5M 10.75% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 206,171 $17.5M 0.01% +156,493 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 204,180 $17.3M 0.26% -13,906 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 203,768 $17.2M 8.64% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 202,739 $17.2M 1.96% -2,667 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 201,110 $17M 0.23% +8,538 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 199,333 $16.9M 0.08% +7,448 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 193,845 $16.4M 4.86% +16,915 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 188,484 $16M 3.38% -7,478 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 187,728 $15.9M 0.2% +23,248 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 187,638 $15.9M 2.22% -1,048 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 183,226 $15.6M 0.2% -7,936 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 183,289 $15.5M 8.11% +7,915 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 182,923 $15.5M 6.43% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 182,485 $15.4M 0.85% -377 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 213,277 $15M 0.03% +6,892 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 176,941 $15M 1.8% +14,764 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 169,458 $14.3M 5.28% -806 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 163,634 $13.9M 1.23% -1,864 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 162,963 $13.8M 9.51% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 162,053 $13.7M 0.24% +5,401 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 159,498 $13.5M 0.51% -1,110 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 158,026 $13.4M 7.58% +3,573 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 148,922 $13.3M 1.23% -4,906 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 157,030 $13.3M +8,610 Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 154,848 $13.1M 4.47% -9,412 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 153,234 $13M 0.05% -7,293 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 148,018 $12.5M 2.71% +113,867 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 146,997 $12.4M 0.09% +143,089 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 142,253 $12M 4.93% +301 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 135,561 $11.5M <0.01% -23,869 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 135,456 $11.5M 1.25% +7,668 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 135,248 $11.4M 1.65% +10,460 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 127,039 $11.4M 5.07% +1,412 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 132,567 $11.2M 5.1% -5,151 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 130,865 $11.1M 3.36% +4,477 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 129,639 $11M <0.01% +13,092 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 126,851 $10.7M 2.36% +3,902 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,283 $10.6M 0.02% -2,867 13F-HR/A Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 124,095 $10.5M 0.04% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 123,728 $10.5M 0.06% -2,069 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 122,947 $10.4M 0.84% +2,726 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 121,689 $10.3M 0.57% +120,869 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 114,781 $9.72M 2.36% +3,446 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 114,376 $9.68M 0.31% +100,818 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 112,784 $9.55M 1.93% -179 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 111,905 $9.47M 0.32% +3,428 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 111,572 $9.44M 0.42% +6,757 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 110,196 $9.33M 0.09% +7,073 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 108,439 $9.18M 0.07% +5,788 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 105,480 $8.93M 0.1% -17,136 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 104,397 $8.84M 0.24% -21,606 13F-HR/A Timeline Group SWMG, LLC More: the full row for SWMG, LLC 94,259 $8.57M 2.38% -2,048 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 100,541 $8.51M 4.58% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 100,000 $8.46M 1.53% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 99,217 $8.4M 2.48% +1,117 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 99,161 $8.39M 3.67% -186 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 98,863 $8.37M +27,465 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 98,841 $8.37M 0.15% -1,050 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 94,855 $8.34M +44,285 Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 98,072 $8.3M 1.51% +1,009 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 96,271 $8.15M 0.09% +64,623 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 95,168 $8.06M 0.17% +2,462 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 94,518 $8M 1.91% -10,063 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 93,106 $7.88M 2.26% +85 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 90,263 $7.64M 0.11% +3,856 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 90,246 $7.64M 1.05% +1,921 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 89,998 $7.62M 1.06% -123 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 89,782 $7.6M 0.11% +6,547 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 88,541 $7.49M 0.42% +878 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 87,708 $7.42M 0.01% +2,739 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 85,924 $7.27M 0.83% -5 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 84,805 $7.18M 2.92% +25,181 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 83,568 $7.07M 1.58% +1,186 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 76,847 $6.88M 0.38% +3,313 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,365 $6.88M 0.46% +2 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 80,859 $6.84M 0.05% +16,818 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 80,369 $6.8M 0.97% -4,010 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 79,263 $6.71M 0.85% +233 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 78,241 $6.62M 0.51% +1,551 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 78,126 $6.61M 0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 78,026 $6.6M 0.02% +8,745 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 76,743 $6.5M 0.05% -5,232 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 75,528 $6.39M 0.63% -4,725 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 75,212 $6.37M 0.03% +1,263 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 74,475 $6.3M 6.31% 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 74,169 $6.28M 2.35% +2,212 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 73,180 $6.19M 0.12% +1,913 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 71,907 $6.09M 2.07% -120,094 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 71,873 $6.08M 0.36% +1,947 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 71,504 $6.05M 3.69% +8,418 13F-HR Timeline