BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,913,014 $590M 0.04% -189,855 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,906,162 $429M 0.09% +316,100 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,845,541 $262M 0.13% -250,949 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,787,226 $259M 0.06% -40,425 13F-HR/A Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,577,537 $193M 1.12% -82,038 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,028,669 $164M 0.17% +44,516 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,999,878 $162M 0.04% +200,988 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,717,237 $147M 0.18% +181,350 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,244,137 $121M 0.02% +186,900 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,175,841 $118M 0.65% +66,566 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,130,186 $115M 0.01% +6,885 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,054,047 $111M 12.56% +26,070 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,930,191 $104M 4.52% -45,778 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,634,102 $88.3M -113,458 Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,594,635 $86.2M 0.28% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,581,355 $85.4M 0.05% -352,129 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 1,558,975 $84.2M 9.75% -12,564 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,539,147 $83.2M 0.02% +35,966 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,481,520 $80M 0.01% -1,595,397 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,283,319 $69.3M 0.47% +17,685 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,231,992 $66.6M 0.01% -1,050 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,123,915 $60.7M 1.6% +101,513 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,100,004 $59.4M 0.93% -34,253 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 971,329 $52.5M 0.05% +22,444 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 910,610 $49.2M 5.79% -21,507 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 882,845 $48.1M 0.08% +60,805 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 805,225 $43.5M 6.69% +9,187 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 803,213 $43.4M -11,870 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 767,465 $41.5M 0.76% -41,322 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 745,956 $40.3M 0.87% -15,675 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 715,210 $38.6M 0.05% +57,522 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 714,113 $38.6M 0.3% +172,715 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 668,640 $36.1M 0.22% +11,866 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 665,074 $35.9M 8.77% -3,201 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 656,475 $35.5M 1.33% +13,466 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 622,011 $33.6M 0.8% +546,048 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 614,153 $33.2M 1.41% -3,986 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 605,721 $32.7M 0.03% +18,695 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 604,491 $32.7M 14.46% +9,327 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 601,650 $32.5M <0.01% -22,347 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 582,979 $31.5M 0.04% -175,915 13F-HR/A Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 577,465 $31.2M 1.74% -59,993 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 575,363 $31.1M 8.59% +71,733 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 565,247 $30.5M 11.13% +14,904 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 549,418 $29.7M 0.04% -4,213 13F-HR Timeline Group BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 535,648 $29.2M 11.61% +17,434 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 526,029 $28.4M 0.02% -5,822 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 524,792 $28.4M 0.01% +120,764 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 518,814 $28M 0.08% -15,391 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 517,849 $28M 0.06% +21,494 13F-HR/A Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 495,030 $26.7M 0.89% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 474,260 $25.6M 0.43% -32,825 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 446,062 $24.1M 2.89% -3,805 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 429,194 $23.2M 3.72% +847 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 427,695 $23.1M 6.28% +2,997 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 399,520 $21.6M 0.93% +55,586 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 371,630 $20.1M 0.09% -9,070 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 362,647 $19.6M 0.03% -129,613 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 398,063 $18.9M 0.31% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 344,750 $18.6M 6.63% +12,810 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 327,806 $17.7M 0.02% +29,843 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 324,372 $17.5M 0.09% +3,256 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 321,769 $17.4M 5.69% -3,270 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 315,796 $17.1M 1.77% -2,923 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 315,376 $17M 1.07% +83 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 312,306 $16.8M 0.01% +58,251 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 307,679 $16.6M 0.91% -10,232 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 296,645 $16M 0.01% +21,863 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 290,679 $15.7M +2,450 Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 272,076 $14.7M 3.47% +14,264 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 271,469 $14.7M 0.06% -13,280 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 265,962 $14.4M 1.09% -38,890 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 261,666 $14.1M 0.02% +48,096 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 259,970 $14M 0.08% +39,250 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 259,744 $14M 5.93% -2,446 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 259,061 $14M 0.13% -6,512 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 237,118 $12.8M <0.01% +413 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 235,402 $12.7M 0.71% -1,042 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 229,435 $12.4M 1.13% -4,261 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 228,572 $12.3M 0.06% +23 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 210,581 $11.5M 2.3% -10,497 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 210,945 $11.4M 0.86% -7,704 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 204,067 $11M 2.49% +5,772 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 199,277 $10.8M 0.17% +2,518 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 195,389 $10.6M 0.01% -3,456 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 190,590 $10.3M 1.31% -1,309 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 189,779 $10.3M 4.64% +19,220 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 175,165 $9.46M 6.59% +755 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 173,883 $9.39M 0.02% +20,135 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 171,946 $9.29M 1.9% +985 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 170,687 $9.22M 0.03% +30,067 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 170,207 $9.2M 0.44% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 167,883 $9.07M 0.01% +29,883 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 164,935 $8.91M 0.02% +7,798 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 152,694 $8.25M 0.13% -4,099 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 149,370 $8.07M <0.01% +96,737 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 148,117 $8M 0.3% -618 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 146,483 $7.92M 0.02% +8,201 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 143,409 $7.75M 1.94% +1,862 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 141,996 $7.67M 0.01% -692 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 140,355 $7.57M 0.89% +853 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 136,615 $7.38M 2.76% +888 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 135,580 $7.33M 1.19% -2,776 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 134,165 $7.25M 1.67% -215 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 131,505 $7.11M 0.2% +2,843 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 131,119 $7.08M 0.03% -7,003 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 130,768 $7.07M 0.54% -4,617 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 129,107 $6.98M 9.51% +23,580 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 125,886 $6.8M 0.01% -7,160 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 125,519 $6.78M 0.03% +16,030 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 122,805 $6.64M 0.55% -3,751 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 118,132 $6.38M 0.31% +2,208 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 116,689 $6.3M 0.21% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 114,441 $6.18M 0.01% +11,614 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 112,073 $6.06M 0.02% +9,217 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 108,668 $5.87M 0.84% -449 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 103,933 $5.65M 0.55% +2 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 100,578 $5.43M 0.53% -645 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 99,562 $5.38M 0.88% -1,568 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 95,877 $5.18M 0.86% -4,260 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 99,834 $5.17M 1.89% +24,938 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 89,591 $4.84M 2% -4,989 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 87,380 $4.72M <0.01% 0 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 86,410 $4.7M 2.19% +3,484 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 85,768 $4.63M -882 Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 83,217 $4.5M 0.59% +720 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 78,521 $4.24M 0.24% -349 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 78,409 $4.24M 0.05% -159 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 78,102 $4.22M 0.05% -200 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 76,130 $4.11M 1.61% -650 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 74,919 $4.05M 0.2% +4,441 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 74,393 $4.02M 0.07% -635 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 70,016 $3.78M 3.09% -2,360 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 69,628 $3.76M 0.32% -10,521 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 66,381 $3.59M 0.01% +3,139 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 66,376 $3.59M 0.03% +186 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 66,251 $3.58M 0.01% +36,327 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 63,217 $3.42M 1.03% -1,312 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 62,385 $3.37M 0.16% -200 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 61,726 $3.34M 0.46% -322 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 58,631 $3.31M 2.71% -7,291 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 60,549 $3.27M <0.01% +3,301 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 59,446 $3.21M 0.28% +1 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 59,300 $3.2M 0.14% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 59,040 $3.19M <0.01% +12,716 13F-HR/A Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 56,813 $3.07M 0.55% -58 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 56,782 $3.07M 0.01% +18 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 56,017 $3.03M 0.24% +2,791 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55,097 $2.98M 0.15% +4,245 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. 54,308 $2.93M 0.05% -19 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49,530 $2.68M 0.39% -73 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 48,682 $2.63M 0.07% -2,911 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 48,455 $2.62M 0.07% -706 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 46,509 $2.51M 0.02% -3 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 46,459 $2.51M <0.01% +23,497 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 44,883 $2.43M 0.24% -26 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 44,623 $2.41M 0.01% -104 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 44,587 $2.41M <0.01% +15 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 43,580 $2.35M 0.01% +7,586 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,618 $2.3M 0.02% +10,327 13F-HR/A Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 41,340 $2.24M 0.01% +8,341 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 40,188 $2.17M 0.01% -97 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 39,759 $2.15M 0.37% -1,334 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 39,249 $2.12M 0.21% -1,183 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 38,542 $2.1M 1.3% +2 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,468 $2.08M 0.01% +12,305 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 37,367 $2.02M 0.01% +3,272 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,299 $2.02M 0.02% +3,894 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 37,270 $2.01M 0.14% +2 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 35,818 $1.94M 0.05% -57,950 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 35,724 $1.93M 0.29% -67 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 35,389 $1.91M 0.29% +51 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 35,123 $1.9M 0.02% -1,689 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 34,894 $1.89M 0.5% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 34,739 $1.88M 0.03% +22,329 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 34,464 $1.86M 0.26% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 33,043 $1.79M 0.08% -192 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 32,710 $1.77M 0.05% -622 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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