BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,576,734 $523M 0.04% +11,369 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,225,605 $327M 0.08% -117,663 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. 5,095,200 $230M 0.14% -34,646 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,726,732 $214M 0.06% +7,694 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,758,372 $170M 1.69% -23,984 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,138,738 $142M 0.02% -47,790 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,080,462 $139M 0.18% -106,313 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,863,825 $129M 0.17% +53,182 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,715,950 $123M 0.19% +25,268 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,538,671 $115M 0.03% +4,378 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,132,498 $96.4M 0.01% -19,574 13F-HR/A Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,124,133 $96M 4.14% +43,451 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,058,963 $93.1M 11.82% -213,651 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,971,830 $89.1M 0.57% +139,745 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,825,290 $82.5M 0.02% -56,466 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,815,585 $82.1M 0.05% +29,588 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 1,556,108 $70.4M 9.84% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,395,529 $63.1M 1.3% -491,877 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,387,727 $62.7M 0.02% +12,976 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,284,595 $58.1M 0.23% -52,021 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,233,291 $55.8M 0.64% +1,586 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,224,469 $55.4M 0.01% +14,768 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 936,002 $42.3M 1.42% +30,837 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 910,384 $41.2M 0.05% +230,577 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 841,427 $38M 0.01% +7,220 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 799,726 $36.2M 1.27% +192,562 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 789,237 $35.7M 6.95% +13,356 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 785,279 $35.5M 0.88% -6,048 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 738,879 $33.4M 0.05% -22,196 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 708,390 $32M 0.24% -25,999 13F-HR Timeline Group 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. 706,436 $31.9M 5.13% -9,610 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 688,286 $31.1M 9.41% +5,316 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 681,499 $30.8M 1.55% -4,778 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 655,599 $29.6M 2.01% -3,860 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 633,867 $28.7M 0.03% +20,482 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 618,102 $27.9M 1.58% -1,286 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 612,637 $27.7M <0.01% +38,936 13F-HR/A Timeline Group Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 574,412 $26M 14.01% +14,136 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 558,699 $24.9M 0.03% +72,448 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 537,184 $24.3M 0.03% +49,635 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 534,586 $24.2M 0.09% -509,278 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 540,729 $24M 9.38% +15,492 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 527,133 $23.8M 0.47% -18,367 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 510,273 $23.1M 3.41% +13,238 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 493,135 $22.3M 0.97% 0 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 460,109 $20.8M 9.67% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 453,808 $20.5M 2.12% -23,310 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 426,310 $19.3M 7.12% -61,366 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 414,083 $18.7M 0.03% -10,604 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 393,408 $17.8M 0.05% +4,543 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 386,443 $17.5M 0.08% -14,816 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 380,688 $17.2M 10.6% +36,625 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 376,058 $17M -12,382 Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 356,400 $16.1M 3.14% -27,657 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 348,825 $15.8M 0.03% +12,255 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 341,588 $15.4M 0.09% -2,074 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 325,300 $14.7M 0.3% -5,785 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 324,413 $14.7M 1.81% -1,272 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 319,653 $14.5M 1.27% +81 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 312,934 $14.1M 0.9% +486 13F-HR/A Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 309,216 $14M 6.1% +4,416 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 302,341 $13.7M 0.96% -3,434 13F-HR/A Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 301,068 $13.6M 5.33% -33,589 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 294,539 $13.3M 0.06% -9,745 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 275,930 $12.5M 0.69% +5,169 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 272,901 $12.3M 5.54% -11,677 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 250,206 $11.3M 0.57% -2,000 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 249,813 $11.3M 1.16% -4,406 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 248,136 $11.2M 0.01% +209,765 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 244,945 $11.1M +8,723 Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 236,336 $10.7M 0.97% -1,473 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 228,363 $10.3M 0.03% +6,734 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 220,956 $9.99M 0.05% +133 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 217,016 $9.92M 2.28% +2,606 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 211,321 $9.55M 0.18% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 206,032 $9.31M 0.01% +7,550 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 200,621 $9.07M 1.33% +120 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 195,861 $8.85M <0.01% +15,680 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 193,697 $8.76M 0.18% +10,930 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 193,384 $8.74M 2.07% +201 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 187,051 $8.46M 0.01% +1,121 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 184,785 $8.35M 0.01% +21,726 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 170,000 $7.69M 6.06% +1,225 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 169,158 $7.65M 3.68% +219 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 166,454 $7.53M 0.44% -10,410 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 166,242 $7.52M 1.21% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 157,530 $7.12M 0.35% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 152,032 $6.87M 0.95% -1,058 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 151,418 $6.85M 0.51% -6,951 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 146,290 $6.61M 1.7% +25,373 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 141,341 $6.39M 0.02% -44,474 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 139,305 $6.3M 0.9% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 136,483 $6.17M 1.97% -1,310 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 135,154 $6.11M 0.02% -483 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 134,225 $6.07M 0.04% +93,375 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 131,777 $5.96M 0.21% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 129,668 $5.86M 0.58% -1,530 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 127,198 $5.75M 0.02% +9,408 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 124,661 $5.64M 0.02% -13,587 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 122,654 $5.54M 0.01% -13,103 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 121,329 $5.49M 2.51% +2,140 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 115,480 $5.22M 0.3% -176 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 112,738 $5.1M 0.81% -654 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 107,979 $4.88M 0.01% -1,498 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 103,528 $4.68M 0.62% +220 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 94,659 $4.28M 0.6% +6,408 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 94,128 $4.26M 0.94% -5,786 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 90,898 $4.17M 1.09% +11,278 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 89,855 $4.06M 0.01% -115 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 88,511 $4M 0.24% -1,101 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 84,716 $3.89M 2.07% -2,608 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 85,972 $3.89M 0.59% -193 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 82,845 $3.75M <0.01% +100 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 82,628 $3.74M 0.08% -4,500 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 82,306 $3.72M -3,088 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 78,802 $3.56M 0.05% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 78,250 $3.54M 0.01% -1,337 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 78,158 $3.53M 1.67% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 77,111 $3.49M 1.37% -2,812 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 75,864 $3.43M 1.05% -2,005 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 73,916 $3.34M 0.07% -244 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 72,879 $3.29M 0.21% +89 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 69,473 $3.14M 2.14% -250 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 73,804 $3.12M 0.34% +2,561 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 68,013 $3.07M 0.5% -545 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 66,111 $3.02M 0.91% -1,471 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 64,585 $2.92M 0.15% -1,195 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 63,485 $2.87M 0.17% +4,724 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 60,929 $2.75M 0.02% +487 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 60,817 $2.75M 0.29% -598 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 59,727 $2.7M 4.64% +56,227 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 59,300 $2.68M 0.14% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 57,564 $2.6M 0.43% -510 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. 55,019 $2.49M 0.05% +4,466 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54,942 $2.48M 0.15% -2,804 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 52,130 $2.36M 0.11% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,610 $2.33M <0.01% -20,923 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 49,525 $2.24M 0.01% +16,694 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49,350 $2.23M 0.36% -5,364 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 48,403 $2.19M <0.01% -1,519 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 47,774 $2.16M 0.03% -2,734 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 47,244 $2.14M 0.03% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 46,996 $2.12M <0.01% -2,008 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 46,926 $2.12M 0.06% -9,366 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 46,613 $2.11M <0.01% +441 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 46,500 $2.1M 0.02% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 44,363 $2.01M 0.23% -823 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 44,326 $2M 0.01% -883 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 43,041 $1.95M 0.36% -530 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 41,860 $1.89M 0.01% +9,953 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 41,266 $1.86M 0.06% +2,926 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 40,149 $1.82M 0.17% +8,020 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 39,664 $1.79M +16,204 Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 39,378 $1.78M 0.05% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 38,976 $1.76M 0.13% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 38,882 $1.76M 0.37% -84 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 38,267 $1.73M 0.02% +6 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 37,913 $1.71M <0.01% -1,369 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 37,810 $1.71M 0.04% -11,105 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 36,838 $1.67M 0.41% +1,000 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 36,527 $1.65M 0.27% -453 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 36,313 $1.64M 0.37% -38 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 35,753 $1.62M 0.01% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 35,154 $1.59M 0.28% -220 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 34,676 $1.57M 0.01% +694 13F-HR/A Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,500 $1.56M <0.01% +4,000 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34,194 $1.55M 0.21% -1,800 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 34,188 $1.55M 0.04% +1,675 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 33,332 $1.51M 0.05% +1,677 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32,982 $1.49M 0.98% +246 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 32,636 $1.48M 0.47% -1,213 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,882 $1.44M 0.01% -61 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 31,851 $1.44M <0.01% -50 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 31,305 $1.42M 0.33% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 31,204 $1.41M 1.14% -1,141 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 31,127 $1.41M 0.04% 0 13F-HR Timeline Diversified Portfolios, Inc. 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