BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,691,874 $2.7B 0.17% +362,092 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,661,443 $510M 0.03% +341,892 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,396,041 $481M 0.02% +3,058 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,726,866 $298M <0.01% +74,682 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,200,713 $241M 0.26% +1,956,987 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,083,597 $228M +68,522 Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,939,392 $212M 3.47% +425,937 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,782,672 $195M 1.7% +1,781,848 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,524,652 $167M -142,972 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,510,026 $165M 0.04% +107,867 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,421,109 $156M 0.03% +18,705 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,401,739 $153M 0.49% +234,907 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,237,361 $136M 0.03% -110,880 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,132,337 $124M 4.76% +396,127 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,065,087 $117M 0.2% -16,718 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,025,179 $112M 0.43% +985,650 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 993,101 $109M 0.01% +327,456 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 846,902 $92.7M 0.02% +54,446 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 744,300 $81.8M 0.08% -747,000 13F-HR Timeline Group MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 656,155 $71.8M 11.22% +1,950 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 627,817 $68.7M 0.54% -27,119 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 623,697 $68.3M 0.22% +14,662 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 589,381 $64.5M 0.01% +376,079 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 574,221 $62.8M 2.22% +4,989 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 565,912 $62M 0.03% +256,273 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 526,056 $57.6M 0.11% +164,452 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 516,747 $56.5M 0.04% -106,776 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 503,950 $55.1M 0.41% +18,785 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 499,201 $54.6M 0.06% +60,503 13F-HR Timeline Group 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 496,917 $54.4M 0.01% +30,242 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 491,120 $53.7M 1.27% +17,310 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 483,505 $52.9M 0.03% +27,641 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 471,660 $51.6M 17.82% +194,100 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 460,136 $50.4M 0.03% +8,703 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 450,056 $49.2M 0.04% +22,618 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 434,073 $47.9M 1.33% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 437,155 $47.8M 0.11% +9,356 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 422,751 $46.3M 0.14% +36,815 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 425,671 $46.1M 0.12% +46,597 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 413,980 $45.3M 0.04% +951 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 411,982 $45.1M 2.69% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 397,604 $43.5M 2.84% +3,371 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 390,367 $42.7M 0.01% +31,863 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 382,595 $41.9M 4.21% +2,703 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 371,250 $40.6M 0.03% +8,550 13F-HR Timeline Group CAPITOLIS LIQUID GLOBAL MARKETS LLC More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 365,000 $39.9M 0.17% 0 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 349,260 $38.2M 3.66% +193,664 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 339,236 $37.1M 0.04% +15,142 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 331,302 $36.3M 4.1% -1,801 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 310,445 $34M 0.03% -12,900 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 309,777 $33.9M 2.45% +11,893 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 307,614 $33.7M 0.05% +5,691 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 284,398 $31.1M 0.04% +82,714 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 284,273 $31.1M 1.39% -14,319 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 272,602 $29.8M 0.29% +2,088 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 266,800 $29.2M 0.04% +109,296 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 212,028 $23.2M 0.13% +196,877 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 208,600 $22.9M 15.47% +162,300 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 204,045 $22M 1.47% -24,027 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 196,373 $21.5M 2.58% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 136,776 $21.5M 0.05% 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 192,148 $21M 5.45% +70,774 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 191,290 $20.9M 3.18% +9,545 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 189,100 $20.7M 1% +90,300 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 184,819 $20.2M 0.29% -70,850 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 183,204 $20M 1.56% +3,251 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 183,104 $20M 0.07% +64,288 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 179,075 $19.6M 0.09% -9,330 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 173,273 $19M 3.11% new 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 170,872 $18.7M 2.42% +421 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 170,453 $18.7M 0.33% +8,849 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 164,657 $18M 1.56% +27,146 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 162,984 $17.8M 0.01% -44,411 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 161,373 $17.7M 4.79% -1,234 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 160,147 $17.5M 0.04% +24,454 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 156,227 $17.1M 0.02% +37,680 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 148,537 $16.3M 0.59% +63,101 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 148,331 $16.2M 5.31% +1,199 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 146,055 $16M 0.48% +141,845 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 145,041 $15.9M 0.01% +24,329 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 144,797 $15.8M 0.3% -64,575 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 142,418 $15.6M 1.7% +2,209 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 140,410 $15.1M 0.17% -4,231 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 133,756 $14.6M 0.19% -1,438 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7 $14.5M 1.56% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 130,505 $14.3M 0.32% -3,580 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 129,565 $14.2M 0.86% -967 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 126,194 $13.9M 2.89% 0 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 124,105 $13.6M 3.98% +24,910 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 122,333 $13.4M 0.08% +1,911 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 122,109 $13.4M 0.03% +16,609 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 119,309 $13.1M +926 Timeline DORVAL Corp More: the full row for DORVAL Corp 119,218 $13M 3.75% +3,240 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 116,231 $12.7M 0.02% -2,816 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 114,549 $12.5M 0.11% new 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 114,397 $12.5M 1.27% -44 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 125,203 $12.5M 0.02% +2,089 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 113,620 $12.4M 3.12% +2,829 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 112,097 $12.3M 0.01% +2,068 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 109,883 $12M 1.22% +9,398 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 107,949 $11.8M 0.71% -1,698 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 107,524 $11.8M 0.31% +101,654 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 106,727 $11.7M 1.35% -1,040 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 105,603 $11.6M 0.13% +62,497 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 105,166 $11.5M 1.5% -1,452 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 104,737 $11.5M 1.2% +3,899 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 103,814 $11.4M 0.16% +2,415 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 102,546 $11.2M 1.3% -1,814 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 102,172 $11.2M <0.01% +25,407 13F-HR Timeline Group MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 96,317 $11.2M 7.24% +5,510 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 100,854 $11M 0.01% +38,646 13F-HR Timeline Group White Pine Investment CO More: the full row for White Pine Investment CO 99,847 $10.9M 2.33% +2,204 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 96,263 $10.5M 0.05% +4,898 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 95,860 $10.5M 0.01% +29,323 13F-HR Timeline Group Wealth Forward, LLC More: the full row for Wealth Forward, LLC 93,666 $10.2M 5.1% +535 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 91,445 $10M 3.58% +8,200 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 90,093 $9.86M 0.05% +1,056 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 88,501 $9.68M 1.34% +273 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 88,037 $9.63M 0.01% +480 13F-HR/A Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 87,400 $9.46M 0.02% +45,062 13F-HR Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 86,243 $9.44M 1.98% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 85,285 $9.33M 0.07% +20,746 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 84,313 $9.23M 0.01% -303,757 13F-HR Timeline Group CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 83,138 $9.1M 1.19% +3,011 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 80,814 $8.84M 5.46% +5,121 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 80,469 $8.81M 1.03% +3,467 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 79,899 $8.61M 4.02% +7,464 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 77,591 $8.49M 0.01% -7,323 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 75,722 $8.29M 0.08% +68,268 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 75,301 $8.24M 1.21% +407 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 75,038 $8.21M +3,962 Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 74,600 $8.16M 0.01% +10,900 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 74,354 $8.14M -7,267 Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 73,080 $8M 0.41% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 72,433 $7.93M 0.1% +3,370 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 69,075 $7.56M 0.61% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 68,880 $7.54M 0.05% -7,411 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 67,751 $7.41M 1.5% +4,742 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 66,803 $7.31M 1.31% +1,249 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 66,153 $7.24M 0.73% new 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 65,888 $7.21M 3.24% +2,700 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 64,919 $7.1M 3.84% +29,986 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 65,861 $7.09M 1.44% -6,674 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 64,660 $7.08M 0.04% +27,628 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 64,578 $7.07M 0.39% -1,296 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,334 $6.93M 0.04% +1,478 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 62,544 $6.84M 1.28% +5 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 61,174 $6.69M +11,960 Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 60,763 $6.65M 2.74% +2,215 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 60,711 $6.64M 0.06% +5,022 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 60,052 $6.57M <0.01% +5,600 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 60,004 $6.57M 0.57% +4,679 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 59,379 $6.5M 2.94% -27,399 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 58,511 $6.4M 0.13% +6,482 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 58,305 $6.38M 4.3% +3,252 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 58,325 $6.35M 0.35% -811 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 57,826 $6.33M 0.33% -611 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 57,274 $6.27M 0.55% +1,427 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 57,153 $6.25M 0.04% +3,691 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 56,668 $6.2M 2.33% +1,426 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 56,006 $6.18M <0.01% -23,114 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 56,271 $6.16M 0.96% -5,938 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 56,169 $6.15M 1.96% +53,242 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 55,758 $6.1M +318 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 54,414 $5.95M 0.11% +4,731 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 54,088 $5.92M 1.01% +748 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 53,781 $5.89M 0.82% -956 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 53,660 $5.87M 0.09% -10,760 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 51,813 $5.67M 0.55% -25,720 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51,385 $5.62M 0.17% -81 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50,675 $5.55M 0.08% -39 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 50,451 $5.52M 3.49% -1,054 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 50,316 $5.51M 0.07% +1,269 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 49,737 $5.44M 3.98% -3,290 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 47,109 $5.38M 1.74% +10,268 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 48,793 $5.34M 0.01% +2,380 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 48,426 $5.3M 0.99% +691 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 47,913 $5.24M 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 47,845 $5.14M 0.1% +2,424 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 46,682 $5.11M 0.02% -355 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 45,259 $4.95M 1% -1,346 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 45,173 $4.94M <0.01% -45,591 13F-HR Timeline Group Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 44,915 $4.92M 2.3% +4,796 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 44,849 $4.91M 0.66% -15,783 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 44,421 $4.86M 0.87% +24,368 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 45,040 $4.85M 0.01% +31,784 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 43,981 $4.81M 3.51% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 43,526 $4.76M 0.03% +2,124 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 43,245 $4.73M 0.08% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 42,332 $4.63M 3.08% -1,245 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 42,133 $4.61M 3.96% +2,902 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 41,621 $4.55M 0.87% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 41,621 $4.55M 0.87% 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 41,552 $4.55M 3.09% +3,008 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 41,547 $4.55M 0.02% -5,295 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 41,282 $4.52M 0.01% -869 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,074 $4.49M 0.08% +909 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 40,962 $4.48M 1.47% +15,700 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 40,693 $4.45M 0.05% +6,933 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 39,816 $4.36M 0.11% -1,033 13F-HR Timeline