BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 278,457,370 $24.1B 0.42% -11,924,059 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 36,473,678 $3.16B 23.49% -149,747 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 24,661,661 $2.09B 0.68% +1,304,591 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,262,708 $1.15B 0.07% +3,349,832 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,821,819 $1.02B -12,039 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,893,003 $944M 1.65% +143,934 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,757,608 $844M 1.02% -1,556,576 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/ 8,763,373 $759M 0.06% +543,555 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,763,644 $673M 4.08% -85,157 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,073,969 $613M +327,768 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,049,116 $524M 2.94% +233,491 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,357,466 $464M 9.54% +130,731 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,496,745 $390M 0.1% +179,771 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 3,343,208 $289M 24.86% 0 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,160,786 $274M 9.58% -260,179 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,975,068 $258M 1.59% +113,268 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,897,980 $251M 9.79% +143,851 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,492,064 $216M +428,632 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,479,197 $214M 0.25% -122,028 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 2,331,612 $202M 6.21% +288,195 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,295,065 $199M 0.04% -183,754 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,126,467 $184M 0.04% +67,706 13F-HR/A Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,121,117 $184M 7.93% +53,584 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,088,708 $181M 0.19% +1,698,878 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,977,577 $171M 0.03% +77,569 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,856,710 $161M 0.17% -4,027 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,768,120 $153M 10.4% +15,492 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,722,589 $149M 3.24% +110,688 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,673,737 $145M 0.15% +98,559 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,585,811 $137M 10.02% -10,264 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,575,292 $137M 4.35% +88,650 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,508,300 $131M 0.18% +141,629 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,502,702 $130M 0.32% -78,426 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,421,431 $123M 0.5% -45,640 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 1,413,600 $122M 2.89% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,413,502 $122M 0.04% +125,160 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,337,955 $116M 0.99% -12,993 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,163,580 $101M 1.17% +8,383 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,157,644 $100M 5.25% -25,981 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,130,660 $98M 9.34% +2,432 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,050,229 $91M 0.83% +722,704 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,022,003 $88.5M 8.44% +307,938 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 997,500 $86.4M 0.55% 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 965,085 $83.6M 0.12% +195,783 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 946,536 $79.3M 0.01% +78,574 13F-HR/A Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 906,322 $78.5M 4.23% -10,804 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 894,681 $77.5M 0.2% +132,925 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 906,913 $76.7M 0.04% +101,876 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 882,322 $76.4M 1.81% +100,352 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 845,846 $73.3M 3.63% -47,439 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 835,385 $72.4M 0.57% +40,049 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 752,870 $65.2M 1.24% -14,587 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 739,814 $64.1M 3.74% -13,587 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 735,451 $63.7M 3.18% +29,707 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 706,982 $61.3M 0.04% +110,895 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 682,105 $59.1M 2.1% +78,787 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 663,929 $57.3M 0.08% -61,754 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 626,632 $54.3M 0.18% -19,273 13F-HR/A Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 624,614 $54.1M 19.23% +1,410 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 587,638 $50.9M 0.05% +63,072 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 552,898 $47.9M 8.49% +212,157 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 548,756 $47.5M 2.19% -4,358 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 541,603 $46.9M 11.91% -6,098 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 532,827 $46.2M 0.63% -60,627 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 521,388 $45.2M 1.89% +17,786 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 498,244 $43.2M 8.5% +88,118 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 487,543 $42.2M 0.12% -8,654 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 476,486 $41.3M 0.51% +88,194 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 469,956 $40.7M 1.47% -15,573 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 463,067 $40.1M 0.93% -12,191 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 462,081 $40M 0.65% +400 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 432,583 $37.5M 0.19% +386,503 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 428,100 $37.1M 9% -16,300 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 425,599 $36.9M 0.54% -301 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 390,861 $33.9M 2.63% -23,942 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 380,902 $33M 0.02% -15,242 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 373,286 $32.3M 3.19% +57,864 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 368,630 $31.9M 0.24% +260,191 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 362,427 $31.4M 0.15% +72,140 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 334,140 $28.9M 0.71% +33,748 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 332,809 $28.8M 3.96% +10,601 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 318,532 $27.6M 2% -157,330 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 284,682 $24.7M <0.01% -804,963 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 274,186 $23.8M 0.27% -2,686 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 271,605 $23.5M 2.44% -14,499 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 267,513 $23.2M 0.03% +22,139 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 267,021 $23.1M 0.18% +24,767 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 265,292 $23M 4.19% +24,930 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 263,700 $22.8M 0.04% new 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 258,460 $22.4M 3.39% +18,490 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 255,566 $22.1M 0.19% -205,611 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 253,588 $22M 0.01% +43,626 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 243,903 $21.1M 0.28% +6,241 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 241,717 $21.1M 0.05% -136,195 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 240,385 $20.8M 0.1% +238,007 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 234,427 $20.3M 11.83% +492 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 229,382 $19.9M 9.3% +21,473 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 226,627 $19.6M 13.38% +1,079 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 224,161 $19.4M 4.2% +76,143 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 223,143 $19.3M 0.09% +23,810 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 223,071 $19.3M 2.15% +20,332 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 217,851 $18.9M 0.09% +185,276 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 214,544 $18.6M 0.15% +4,973 13F-HR Timeline Group Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 199,740 $18.5M 12.59% +193,511 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 212,400 $18.4M 2.67% +445 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 211,395 $18.3M 0.01% +5,224 13F-HR Timeline Group Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 210,797 $18.3M 9.07% +7,029 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 208,217 $18M 0.2% +7,107 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 206,663 $17.9M 6.25% -161,882 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 206,903 $17.5M 10.75% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 199,872 $17.3M 1% -7,292 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 199,360 $17.3M 8.68% +16,071 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 198,551 $17.2M 2.41% -20,677 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 195,772 $17M 5.03% +1,927 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 189,530 $16.4M 6.98% +6,607 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 185,764 $16.1M 2.23% -1,874 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 184,470 $16M 1.9% +7,529 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 181,603 $15.7M 0.23% -22,577 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 180,736 $15.7M 0.1% -36,920 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 179,929 $15.6M 5.73% +10,471 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 179,926 $15.6M 0.19% -3,300 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 177,317 $15.5M 1.69% +174,518 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 178,509 $15.5M 0.84% -3,976 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 176,932 $15.3M 0.13% +66,736 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 170,183 $14.7M 0.18% -17,545 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 209,287 $14.7M 0.03% -3,990 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 168,505 $14.6M +11,475 Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 160,034 $13.9M 1.25% -3,600 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 158,448 $13.7M 0.54% -1,050 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 157,872 $13.7M 7.61% -154 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 146,762 $13.6M 1.22% -2,160 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 153,815 $13.3M 0.04% +29,720 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 145,188 $12.6M <0.01% +15,549 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 144,645 $12.5M 0.02% -218,403 13F-HR Timeline Group ES4, LLC More: the full row for ES4, LLC 143,288 $12.4M 8.02% -19,675 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 143,229 $12.4M 5.11% +976 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 139,003 $12M 0.04% -14,231 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 138,323 $12M 1.32% +2,867 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 138,261 $12M 1.74% +3,013 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 136,497 $11.8M 3.92% -18,351 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 135,488 $11.7M +36,625 Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 132,437 $11.5M 5.04% -130 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 129,453 $11.2M 5.27% +2,414 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 129,029 $11.2M 2.45% +2,178 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 128,885 $11.2M 0.02% +3,602 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 126,426 $11M 4.18% +41,621 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 125,474 $10.9M 0.92% +2,527 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 125,376 $10.9M 3.36% -5,489 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 123,818 $10.7M 2.57% +9,037 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 122,187 $10.6M 0.07% -1,541 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 119,442 $10.3M 0.04% -116,297 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 119,138 $10.3M 0.58% +62,210 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 116,234 $10.1M 0.44% -5,455 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 113,209 $9.8M 0.43% +1,637 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 112,942 $9.79M 2.01% +158 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 112,895 $9.78M +88,579 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 108,820 $9.43M <0.01% -26,741 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 106,208 $9.2M 0.1% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 99,548 $9.08M +4,693 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 104,388 $9.04M 0.31% -7,517 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 103,071 $9.03M 0.09% +6,800 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 104,141 $9.02M 0.01% +16,433 13F-HR Timeline Group CADINHA & CO LLC More: the full row for CADINHA & CO LLC 103,402 $8.96M 1.67% -111,418 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 101,280 $8.77M 0.1% -4,200 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 100,817 $8.73M 0.02% +22,791 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 100,254 $8.69M 0.23% -14,122 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 99,570 $8.63M 4.67% +409 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 99,343 $8.61M 1.37% +1,271 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 98,085 $8.59M 0.15% -756 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 99,117 $8.59M 0.18% +3,949 13F-HR Timeline Group Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 99,031 $8.58M 4.57% -1,510 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 95,556 $8.28M 2.25% -3,661 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 92,552 $8.02M 0.35% +64,517 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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