BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,102,869 $528M 0.04% +92,636 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,590,062 $361M 0.08% -122,366 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,096,490 $242M 0.14% -95,895 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,827,651 $229M 0.06% +43,160 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,659,575 $174M 1.31% -43,645 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,076,917 $146M 0.01% +4,992 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,984,153 $142M 0.17% -151,263 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,798,890 $133M 0.04% +71,429 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,535,887 $121M 0.17% -477,377 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,123,301 $101M 0.01% -12,564 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,109,275 $100M 0.61% +53,433 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,057,237 $97.8M 0.02% +255,018 13F-HR/A Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,027,977 $96.4M 12.55% +97 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,975,969 $93.9M 4.18% -153,414 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,933,484 $91.9M 0.06% +64,628 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,747,560 $83.1M -1,013 Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,571,539 $74.7M 10.19% +6,236 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,503,181 $71.4M 0.02% +83,815 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,265,634 $60.2M 0.46% +7,801 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,233,042 $58.6M 0.01% +34,227 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,134,257 $53.9M 0.99% -152,073 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,022,402 $48.6M 1.56% +151,680 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 948,885 $45.1M 0.05% +22,749 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. 932,117 $44.3M 5.97% -7,711 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 822,040 $39.3M 0.09% -1,767,211 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 815,083 $38.7M -3,033 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 808,787 $38.4M 0.91% -82,256 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 796,038 $37.8M 6.73% -14,006 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 761,631 $36.2M 1% -12,226 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 758,894 $35.9M 0.05% +2,907 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 668,275 $31.8M 8.71% -2,109 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 657,688 $31.3M 0.05% +62,592 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 656,774 $30.8M 0.2% -4,283 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 643,009 $30.6M 1.6% +23,309 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 637,458 $30.3M 1.96% -11,922 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 618,139 $29.4M 1.41% -63,426 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 623,997 $29M <0.01% +38,360 13F-HR/A Timeline Group Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 595,164 $28.3M 14.16% +9,011 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 587,026 $27.9M 0.03% -56,179 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 518,214 $26.8M 11.22% +69,507 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 553,631 $26.3M 0.04% -2,811 13F-HR Timeline Group Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 550,343 $26.2M 10.44% +62,161 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 541,398 $25.7M 0.3% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 534,205 $25.4M 0.1% -512 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/ 531,851 $25.3M 0.03% -11,864 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 507,085 $24.1M 0.46% -6,185 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 503,630 $23.9M 8.27% -12,085 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 496,355 $23.6M 0.06% +90,488 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 495,030 $23.5M 0.89% +1,895 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 449,867 $21.4M 2.86% +656 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 428,347 $20.4M 3.83% +54,138 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 424,698 $20.2M 6.45% -9,733 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 404,028 $19.2M 0.01% +107,153 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 401,266 $19.1M 1.41% -17,043 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 398,063 $18.9M 0.31% +83,853 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 386,316 $18.4M 4.76% -32,347 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 492,260 $18.2M 0.03% +3,463 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 380,700 $18.1M 0.07% -2,698 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 343,934 $16.3M 0.82% +39,441 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 331,940 $15.8M 6.37% +19,096 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 325,039 $15.4M 5.61% -259 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 321,116 $15.3M 0.08% -6,554 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 318,719 $15.1M 1.8% -3,396 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 317,911 $15.1M 0.91% +837 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 315,293 $15M 1.04% +3,604 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 304,852 $14.5M 1.19% -13,788 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 297,963 $14.2M 0.02% -111,956 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 288,229 $13.7M +20,010 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 284,749 $13.5M 0.07% -9,252 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 274,782 $13.1M 0.01% +9,896 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 265,573 $12.6M 0.14% +48,504 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 262,190 $12.5M 5.62% -6,575 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 257,812 $12.3M 3.39% +217,838 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 254,055 $11.9M 0.01% +36,407 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 236,705 $11.3M <0.01% +35,162 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 236,444 $11.2M 0.59% -3,695 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 233,696 $11.1M 1.13% -11,555 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 221,078 $11M 2.39% +1,696 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 228,549 $10.9M 0.05% +77 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 220,720 $10.5M 0.08% -945 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 218,649 $10.4M 0.87% -13,895 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 213,570 $10.2M 0.02% +66,221 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 198,845 $9.45M 0.01% +15,539 13F-HR Timeline Group Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 198,295 $9.42M 2.73% +118,706 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 196,759 $9.35M 0.17% +6,130 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 191,899 $9.12M 1.3% -7,510 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 174,410 $8.29M 6.48% +4,705 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 170,961 $8.13M 1.8% -24,772 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 170,559 $8.11M 3.96% -15 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 170,207 $8.09M 0.42% +4,075 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 157,137 $7.47M 0.02% +17,924 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 156,793 $7.45M 0.12% +123,647 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 153,748 $7.31M 0.02% +14,164 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 148,735 $7.07M 0.31% -21,150 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 142,688 $6.78M 0.01% +1,469 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 141,547 $6.73M 1.85% -3,601 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 140,620 $6.68M 0.02% +20,404 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 139,502 $6.63M 0.92% +396 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 138,356 $6.58M 1.15% -4,750 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 138,282 $6.57M 0.02% +14,882 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 138,122 $6.56M 0.03% +10,296 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 138,000 $6.56M 0.01% +131,485 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 135,727 $6.45M 2.73% +6,273 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 135,385 $6.43M 0.55% -11,167 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 134,380 $6.39M 1.83% -1,297 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 133,046 $6.32M 0.01% +4,712 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 128,662 $6.12M 0.19% +123,704 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 126,556 $6.02M 0.57% -14 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 116,689 $5.55M 0.19% -15,088 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 115,924 $5.51M 0.3% -1,115 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 101,223 $5.32M 0.53% +1,018 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 109,489 $5.2M 0.03% +1,269 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 109,117 $5.19M 0.82% -3,003 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 105,527 $5.02M 7.66% +25,266 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 103,931 $4.94M 0.57% +199 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 102,856 $4.89M 0.02% +25,612 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 102,827 $4.89M <0.01% +173 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 101,130 $4.81M 0.99% -614 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 100,137 $4.76M 0.95% +9,004 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 94,580 $4.5M 2.12% -7,468 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 93,768 $4.46M 0.05% +54,390 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 82,926 $4.3M 2.09% -3,909 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 87,380 $4.15M <0.01% -3,054 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 86,650 $4.12M +3,966 Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 82,497 $3.92M 0.62% -3,481 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 80,149 $3.76M 0.37% -3,153 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 78,568 $3.75M 0.06% +4,797 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 78,870 $3.75M 0.23% -8,671 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 78,302 $3.72M 0.05% -450 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 76,780 $3.65M 1.66% -483 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 75,963 $3.61M 0.1% -4,589 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75,028 $3.57M 0.07% -3,731 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 74,896 $3.56M 1.46% -18,860 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 72,376 $3.44M 3.29% -674 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 70,478 $3.35M 0.19% +57 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 66,190 $3.15M 0.02% +345 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 65,922 $3.13M 2.51% -541 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 64,547 $3.07M 0.01% +14,989 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 64,529 $3.07M 0.98% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 63,242 $3.01M 0.01% +13,751 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 62,585 $2.97M 0.16% -2,000 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 62,048 $2.95M 0.47% -5,902 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 59,445 $2.83M 0.3% -505 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 59,300 $2.82M 0.14% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 57,248 $2.72M <0.01% +9,244 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 56,871 $2.7M 0.54% -475 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 56,764 $2.7M 0.01% +38,708 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. 54,327 $2.58M 0.05% -440 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 53,226 $2.53M 0.23% +4,208 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 52,633 $2.5M <0.01% new 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 51,593 $2.45M 0.07% +10,122 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50,852 $2.42M 0.14% -2,781 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49,603 $2.36M 0.37% +1,356 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 49,161 $2.34M 0.06% +2,996 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 46,512 $2.21M 0.02% -53 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 46,324 $2.2M <0.01% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 44,909 $2.13M 0.24% +55 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 44,727 $2.13M 0.02% -1,865 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 44,572 $2.12M <0.01% -311 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 43,193 $2.05M 0.03% -4,051 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 41,093 $1.95M 0.37% -476 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 38,540 $1.95M 1.37% 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 40,432 $1.92M 0.22% -1,116 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 40,285 $1.91M 0.01% -626 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 37,268 $1.77M 0.14% +442 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 36,812 $1.75M 0.02% +910 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 36,015 $1.71M 0.06% 0 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 35,994 $1.71M 0.01% +241 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 35,791 $1.7M 0.29% -33 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 35,338 $1.68M 0.32% -1,278 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 34,929 $1.66M 0.06% +21,803 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 34,894 $1.66M 0.39% -67 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 34,636 $1.65M 0.06% +15,512 13F-HR Timeline Rather & Kittrell, Inc. 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